RT Celtics on CLNS (@CelticsCLNS)Jaylen Brown says the Beverly Hills statement was FALSE“That was not true. There was no permit ever applied for. Jim Jannard, he's the the creator of Oakley. I'm a brand partner in Oakley. They opened up the house to me.”“It was hundreds of thousands of dollars wasted for an event that was supposed to be positive. ,I'm offended by the Beverly Hills statement they put out like we applied for (a permit.).”-@CLNSMedia | Q: @GwashburnGlobe ...

Core Insights - Stagwell's agencies made a significant impact during Super Bowl LX, delivering standout commercials for various clients and achieving recognition with two ads in the top 10 of the USA TODAY Ad Meter [1][2] Advertising Highlights - e.l.f. Beauty's campaign featured a telenovela-style ad starring Melissa McCarthy, emphasizing humor and cultural timing [4] - Grubhub's first Super Bowl ad addressed consumer frustrations with delivery fees, positioning the brand as consumer-friendly [4] - Kinder Bueno's ad showcased a space-themed adventure, transforming negative moments into positive ones through the brand's product [4] - Liquid I.V. highlighted the issue of dehydration in a humorous way, using toilets to convey the message [4] - The NFL's campaigns focused on youth coaches and community engagement, featuring notable NFL players [4] Off-Field Activations - Dairy Queen created a buzz with a campaign linked to rumored halftime appearances, engaging fans with contests and custom merchandise [7] - Don Julio celebrated Latinidad culture through an episodic social series, enhancing consumer engagement [7] - Frank's RedHot's campaign featured a humorous take on game day food culture, starring Ludacris [7] - Perdue aimed to introduce its Air Fryer Ready Crispy Wings in Buffalo, NY, leveraging local partnerships [7] - Starbucks highlighted the role of coffee runners in a grand narrative, reinforcing community connections [7] Research and Insights - The Harris Poll provided insights into American engagement with the Super Bowl, including spending and co-viewing trends [10] - HarrisX launched its 2026 Super Bowl Ad Index, conducting extensive ad testing to evaluate creative performance [10] - The Marketing Cloud's HarrisQuest will release a report on brand lift and consumer sentiment related to the Super Bowl [10] Technology and Innovation - Code and Theory enhanced NFL.com to support the league's direct-to-consumer strategy, significantly increasing site traffic and subscriber growth for NFL+ [7]

Meta Platforms, the reigning leader in the growing smart glasses category, is being sued by another glasses maker over patent infringement in a case that also targets eyewear giant EssilorLuxottica and its Oakley subsidiary. https://t.co/zMHJ7gQ2as ...

市场消息：Oakley以 10 亿英镑收购金融专业服务公司 GLAS。 来源：滚动播报 ...

Core Insights - Meta has launched three new pairs of AI-powered glasses, including the RayBan Generation 2 and two models in partnership with Oakley, aimed at enhancing user experience through hands-free technology [1][7]. Product Features - The RayBan Meta Gen 2 glasses feature 3K Ultra HD video capture, double the battery life lasting up to eight hours, and are priced at $379 [4]. - The Oakley Meta Hustons start at $399 and offer six frame and lens color combinations, built-in Meta AI for hands-free assistance, and performance insights [7][8]. - The Oakley Meta Vanguard glasses are designed for athletes and active lifestyles, featuring Oakley Prism lens technology, powerful open ear speakers, and compatibility with Garmin devices for health tracking [10][12]. User Benefits - The glasses allow users to perform tasks such as sending text messages, taking pictures, and listening to music without needing to use their hands or take out their phones [3][6]. - The AI functionality enhances the user experience by providing real-time information about the environment, making daily activities more engaging [5][6]. - The integration with Garmin devices allows users to monitor health metrics, such as heart rate, directly through the glasses [13][15]. Market Positioning - Meta's focus on stylish and functional wearables targets tech enthusiasts and fashion-forward consumers, expanding its presence in the wearable technology market [6][9]. - The partnership with Oakley signifies a strategic move to tap into the performance and sports market, appealing to a broader audience [7][10]. Future Outlook - Meta is optimistic about the upcoming holiday season, anticipating strong sales for its new AI wearables [17].

Core Insights - Black Friday is an optimal time to utilize HSA/FSA funds due to significant discounts on health and wellness products that qualify for these accounts [1][25] Group 1: HSA/FSA Spending Opportunities - HSA/FSA funds can be used for a variety of medically necessary items, including first-aid supplies, menstrual care products, and fitness wearables [2][6] - Major discounts are available on health products, such as 30% off the Oura Ring 4 and $100 off the Therabody TheraFace Mask [2][12] - Retailers like HSA Store and FSA Store facilitate hassle-free shopping for HSA/FSA-eligible products [3] Group 2: Personal Care and Medical Necessities - Items classified as "personal care" can be reimbursed with a Letter of Medical Necessity (LMN) from a doctor, including electric toothbrushes and air purifiers [4][6] - Health tools such as OTC medications, first-aid kits, and blood pressure monitors are eligible for purchase with HSA/FSA funds [7] Group 3: Skincare and Vision Deals - Skincare products that treat conditions like acne and eczema are eligible for HSA/FSA spending, with discounts available at retailers like Dermstore and Sephora [8][10] - Prescription eyewear, including designer frames and contacts, is fully covered under HSA/FSA, with discounts of 30-40% available at various retailers [14][23] Group 4: Health Services and Recovery Products - Services like comprehensive blood panel insights from platforms such as InsideTracker are HSA/FSA-eligible and currently discounted by 50% [17][18] - Recovery products from brands like Therabody and Hyperice, including massage guns and therapy masks, are eligible for HSA/FSA payment and are on sale [20] Group 5: Fitness Wearables - Many fitness trackers and health wearables are eligible for HSA/FSA reimbursement, with notable discounts on products like the Oura Ring 4 and Whoop MG Life membership [21][22]

Financial Data and Key Metrics Changes - The company reported third-quarter revenue of $9.7 billion, with an adjusted operating income rate of 4% and adjusted earnings per share increasing by 11% year-over-year to $1.40 [4][24] - Comparable sales growth was 2.7%, exceeding expectations [4][24] - Domestic revenue increased by 2.1% to $8.9 billion, while international revenue rose by 6.1% to $794 million [24][25] Business Line Data and Key Metrics Changes - Strong sales performance was noted in computing, gaming, and mobile phones, with computing achieving its seventh consecutive quarter of positive comps [4][5] - Desktop computers saw nearly 30% year-over-year growth, while gaming demand remained strong for the Nintendo Switch 2 [5][6] - Online revenue increased by 3.5% on a comparable basis, representing 31.8% of domestic revenue [24][25] Market Data and Key Metrics Changes - The domestic gross profit rate decreased by 30 basis points to 23.3%, primarily due to lower product margin rates [25] - International gross profit rate increased by 30 basis points to 22.8%, attributed to favorable supply chain costs [25][26] Company Strategy and Development Direction - The company aims to strengthen its position as a leading omnichannel destination for technology while building new profit streams [9][10] - Strategic priorities include enhancing omnichannel experiences, driving incremental profitability streams through the Best Buy marketplace, and improving operational efficiencies [9][13][17] - The company is focusing on leveraging AI for customer support and product recommendations, aiming to enhance customer experience [18][60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the upcoming holiday season, highlighting compelling deals and strong marketing efforts [18][22] - The company expects fourth-quarter comparable sales to range from down 1% to up 1%, with an adjusted operating income rate of 4.8%-4.9% [28][29] - Management noted that the high end of the fourth-quarter outlook assumes growth in computing, gaming, and mobile, with improved trends in TVs [22][28] Other Important Information - The company recorded pre-tax non-cash asset impairments of $192 million related to Best Buy Health, which were excluded from adjusted results [27] - Year-to-date, the company returned $802 million to shareholders through dividends and share repurchases [27] Q&A Session Summary Question: Insights on Q4 guidance and expectations - Management indicated that the high end of the Q4 sales guide is similar to previous expectations, with a slight adjustment to the bottom end [31] Question: Product momentum and demand outlook - Management expects continued growth in computing and mobile phones, driven by the need for upgrades and innovation [32][33] Question: Marketplace performance and EBIT impact - The marketplace has onboarded over 1,000 sellers and significantly increased SKUs, with positive early indicators for customer experience [38][39] Question: Loyalty program performance - The loyalty program has over 100 million members, with nearly 8 million paid members, focusing on personalized promotions to drive engagement [41][42] Question: Store investment and future plans - The company plans to continue investing in store aesthetics and exploring smaller format stores to enhance customer experience [44][46] Question: Impact of tariffs on pricing - The effective tariff rate is in the mid-teens, but overall ASP remains flat due to competitive pricing pressures [49][50] Question: Vendor support in labor - Vendor labor support varies by time of year and product launches, with a focus on maintaining customer service quality [52][53]

Core Insights - The Global Wellness Economy is projected to grow from $6.3 trillion to $9 trillion by 2028, indicating a significant trend towards health and wellness as a status symbol [1][10] - The running movement has evolved from solitary jogging in the 1970s to a social, digital, and data-driven activity, attracting diverse participants and leading to commercialization [2][3] Industry Trends - Technology is a key driver in the running boom, with brands like Garmin and Whoop gaining popularity for their advanced features such as AI coaching and recovery scores [2] - The use of activity-tracking apps has surged, with Strava reporting 135 million users in 2024, up from 120 million the previous year, and expanding through acquisitions to create a comprehensive training ecosystem [3] Social Dynamics - The modern running culture is increasingly social, with a 59% rise in running club participation and a notable number of Gen Z users meeting potential partners through fitness activities [6] - Creative initiatives like the "Friday Night Lights Run Club" are redefining social running experiences, blending fitness with entertainment [7] Market Competition - Traditional sportswear brands like Nike are losing market share due to a lack of innovation, with their global sports footwear market share declining from 28.8% in 2021 to 26.3% in 2024 [9] - Despite challenges, Nike's Q1 2026 earnings per share reached $0.49, exceeding forecasts by 81.48%, highlighting potential for recovery through strategic partnerships and athlete endorsements [9]

Sun's out, shades out 🕶️ The wraparound $499 Oakley Meta smart AI glasses add a centered camera, better battery life and Garmin watch connection for stats. Let's unbox the Oakley Meta Vanguard smart glasses. #oakleymeta #smartglasses #Tech #metasmartglasses #oakley #wearabletech ...

Core Insights - The main focus of the Meta Connect 2025 event was the introduction of smart glasses, particularly the Ray-Ban Meta Display, which integrates a screen into the lenses for enhanced user interaction and information display [1][2][4]. Product Features - The Ray-Ban Meta Display features a small HUD (Heads-Up Display) embedded in the right lens, capable of showing notifications, navigation, messages, and AI assistant feedback, with a light leakage of less than 2% [4]. - The HUD has a resolution of 600x600 pixels and a brightness of up to 5000 nits, surpassing the recently released iPhone 17 [6]. - The glasses are equipped with a 12MP camera supporting 3K video recording, built-in speakers, and a microphone, weighing only 69 grams [6]. - Battery life is approximately 6 hours, improved from the previous model's 4 hours, with a portable charging case providing an additional 30 hours of usage [7]. - A new accessory, the Meta Neural Band, allows users to control the glasses through subtle hand gestures, enhancing the interaction experience [9][10]. AI Integration - The Meta Display includes a feature called Live AI, which offers real-time translation and smart voice assistant capabilities, although its performance during the event was criticized [14][16]. - The glasses can analyze the environment, providing information about objects and enhancing user interaction in social settings [16][18]. Pricing and Market Position - The starting price for the Meta Display is $799, significantly higher than the previous Ray-Ban Meta model priced at $299, positioning it as a premium product in the market [21]. - The Oakley Meta Vanguard Sports Glasses, designed for athletes, feature a 12MP camera, 3K Ultra HD video recording, and a battery life of up to 9 hours, priced at $499 [22][30]. Future Developments - Meta announced new platforms for its metaverse, including Horizon Studio and Horizon Engine, aimed at enhancing user experience and content creation within virtual environments [33][35].