女子 SS 23男士时装周秋 季冬季 '25 报告时装周报 告 普拉达的礼貌 礼貌的 Dolce & Gabbana Edito 从固定核心到个人表达 转向后低调奢华但仍富有古典气息和高端风格的 服装趋势已成为最近男装时装秀的反复主题。20 25年秋冬男装系列预示着时尚界将脱离近年来快 速更替的趋势追逐和不断重塑的周期。 我们当前正在见证时尚趋势从微趋势向宏观 趋势的转变，个人风格要素的作用日益突出 。将个人风格置于首位已成为当今时尚界的 核心关注点，这一变化将引领一个充满多样 性和个性的新时代，同时保持永恒的魅力。 男装与女装相比，传统上较少受到病毒式网络 时刻的影响。虽然男装的趋势并不一定需要更 长的时间来形成，但历史上对追随快速变化的 美学和趋势的兴趣较少。 在本报告中，我们将探索男装2025年秋冬季 秀场上观察到的四个关键主题。每个主题都 旨在持久流行，同时融入个人化的元素，以 丰富多样化的时尚选择。 这在男装FW25时装秀上也有所体现，当时人们似 乎将重点从不断追逐下一个流行趋势上转移开来。 多年来，行业一直在努力识别能够定义当季的下一 个核心主题或美学理念。然而，在面对日益加剧的 经济压力和不断增 ...

6 February 2025 Qualcomm (QCOM US) Hold: Headwinds and tailwinds in the balance in FY25e Strong 1Q25 beat with better-than-expected 2Q25 guidance: 1Q25 (FYe Sep) revenue of USD11.7bn (vs HSBCe/Visible Alpha consensus of USD11bn and company guidance of USD10.9bn) was led by stronger-than-expected momentum in all segments including smartphones, auto and IoT. IoT revenues had the strongest beat of 13%/11% vs HSBCe/consensus. Handsets revenue of USD7.6bn was up 24% q-o-q and a beat vs HSBCe/consensus of USD7.1b ...

10 January 2025 | 6:59AM EST Global Healthcare: Pharmaceuticals Framing the 2025 M&A landscape for biopharma We are optimistic on the set-up for biopharma M&A in 2025, following subdued deal activity in 2024 (~$46bn vs. ~$143bn in 2023 and ~$72bn in 2022) given: (1) end-of-decade losses-of-exclusivity (LOEs) continues to weigh on growth outlooks and valuations of most large-cap biopharma (ex-LLY/NOVO, the group trades at an average of ~10.75x FY25E consensus EPS; Exhibit 1); (2) potential buyers' ~$500bn+ ( ...

2025 年趋势日历 由 Heuritech Edito Heuritech的潮流日历将为您提供必要的工具 ，以保持对齐并抓住趋势，预计2025年将实现 强劲的增长。 MFPEN ─── INDEX | 1 2024 Summary | ─── | 回顾年份 | | --- | --- | --- | | 2 1 月 - 12 月 | ─── | 2025 年趋势日历 | | 3 | ─── | 关键收益 | 本报告重点介绍了 Heuritech 最擅长的方面 ： 趋势预测。 首次结合我们的数据驱动洞察和时尚专长，推 出《趋势日历》，这是一部全面的指南，旨在 帮助您导航来年的关键趋势。 为了开启这一系列讨论，我们首先回顾一下202 4年的趋势预测，以展示为什么Heuritech是预测 时尚界下一波潮流的最佳选择。趋势预测并不 一定是要发现全新的东西，而是要识别面料、 形状、图案和颜色如何演变、重新获得关注， 并采取新的形式。 它关乎于理解影响力周期如何从T台转化为现 实生活，以确定消费者实际会穿着哪些趋势及 其原因。 为了预测2025年的趋势，我们首先必须反思2024 年的情况。过去一年，"静谧奢华"和"奢华 ...

Industry and Company Overview * **Industry**: Chemicals * **Company**: Ecolab Inc. (ECL) * **Market Cap**: $68.2B * **Ticker**: ECL Key Points 1. EPS and Financial Projections * **2024E EPS**: $6.62 * **2025E EPS**: $7.55 * **2026E EPS**: $8.55 * **2027E EPS CAGR**: 13.5% * **FCF**: $2B/yr (~$7.05/sh, 3% FCF yield) * **Buybacks and M&A**: ~$2B/yr * **Net Debt/EBITDA**: 2.1x by YE27E 2. Revenue and Growth * **2024E Revenue**: $16,078MM * **2025E Revenue**: $16,905MM * **2026E Revenue**: $17,813MM * **2026E Organic Sales Growth**: 5% * **Acquisitions**: Add $0.10-$0.15 to EPS 3. Valuation * **Target Multiple**: 35x 2026E EPS ($300 price target) * **Upside Scenario**: $366, +54% * **Downside Scenario**: $140, -41% 4. Growth Drivers * **Emerging Markets Penetration** * **Market Share Gains in Core Geographies** * **Cost Savings** * **Disciplined Pricing Actions** * **Effective Use of Cash for M&A** 5. ESG Initiatives * **100% Renewable Energy by 2030** * **Halve Carbon Emissions by 2030** * **Net-Zero Carbon Emissions by 2050** * **Reduce Water Impact by 40% per Unit Production from 2018** * **Increase Management-Level Gender Diversity to 35%** * **Increase Management-Level Ethnic/Racial Diversity to 25%** 6. Risks * **Dilutive M&A** * **Competitive Dynamics** * **Macroeconomic Uncertainty** * **Raw Material Inflation** * **European Economic Slowdown** Conclusion Ecolab Inc. is a leading chemicals company with a strong growth outlook and a commitment to sustainability. The company's focus on emerging markets, cost savings, and disciplined pricing actions should drive revenue growth and EPS expansion. However, risks such as dilutive M&A and competitive dynamics need to be monitored.

M Update December 6, 2024 05:01 AM GMT | --- | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Investment Rating - The report does not explicitly provide an investment rating for the fashion industry for Spring/Summer 2025 Core Insights - The Spring/Summer 2025 fashion season showcases a blend of contrasts, with relaxed minimalism juxtaposed against bold maximalism, and sporty rebellion alongside delicate femininity [4][9] - Key themes identified for the season include Serene Romance, Stadium Ready, The New Grind, and Aquatic Wonderland, each redefined with fresh influences and modern sensibilities [8][9] Summary by Sections Global Overview - The report provides an overview of the Spring/Summer 2025 season for women's fashion, highlighting the excitement and anticipation surrounding new collections [2][3] City Spotlight - The report analyzes runway trends across major fashion capitals, focusing on how these trends manifest in different cities and identifying macro trends [10] Thematic Trend Analysis - The season features standout colors, prints, fabrics, silhouettes, and accessories, with a notable emphasis on the mix of opposites [4][5][6] - Chocolate brown emerges as a key color, replacing traditional black, while a palette of charcoal grey, deep red, and hunter green adds richness [7] Star Trends - The report highlights how common trends are adapted in various ways across collections, emphasizing the importance of personal expression and relaxed sophistication [9][12] The New Grind - This theme redefines office wear with a rebellious twist, incorporating elements of grunge and sportswear into traditional office attire [18][20] - Key colors include charcoal grey, pearl, and brown, while fabrics like leather and denim are prominent [21][23] Stadium Ready - The Stadium Ready theme integrates classic sports elements with high fashion, featuring bold stripes and performance fabrics [39][42] - Key colors include Brick Red, Tawny Brown, and Deep Navy, while fabrics like nylon and waterproof materials dominate [44][45] Key Accessories - Accessories such as peep toe pumps and knee-high socks are highlighted as significant trends, bridging various styles from sporty to edgy [32][34][55] Emerging Trends - Strapless dresses and fringes are noted as significant trends for the season, showcasing a blend of sophistication and playful charm [59][62]