We came across a bullish thesis on Life360, Inc. on The Atomic Moat’s Substack by Rob H. | Atomic Moat. In this article, we will summarize the bulls’ thesis on LIF. Life360, Inc.'s share was trading at $55.80 as of February 10th. LIF’s trailing and forward P/E were 150.81 and 48.54 respectively according to Yahoo Finance. Tapestry (TPR) Has Done Remarkable Things, Says Jim Cramer Copyright: olimpic / 123RF Stock Photo Life360 (LIF) is evolving from a simple location-sharing app into a full-fledged famil ...

Core Viewpoint - Wall Street began 2026 positively after a significant bull run over the past three years, with optimism that the upward trend in U.S. stock markets will persist this year despite fluctuations in February due to concerns over artificial intelligence (AI) trade [1] Group 1: Investment Opportunities - It is advisable to invest in U.S. giants with a market capitalization over $30 billion and a favorable Zacks Rank, with five highlighted stocks: The Hershey Co. (HSY), Tapestry Inc. (TPR), FedEx Corp. (FDX), Howmet Aerospace Inc. (HWM), and Southwest Airlines Co. (LUV) [2] - Each of the selected stocks carries either a Zacks Rank 1 (Strong Buy) or 2 (Buy) [2] Group 2: The Hershey Co. (HSY) - Hershey is focused on innovation, supply-chain agility, and commercial execution, expanding its presence in the snacking category [5] - The company is undergoing a multi-year transformation to modernize its supply chain and enhance demand forecasting, supported by investments in data and digital tools [6] - HSY's expected revenue and earnings growth rates for the current year are 4.4% and 27.1%, respectively, with a current dividend yield of 2.62% [7] Group 3: Tapestry Inc. (TPR) - Tapestry is strengthening its position as a global house of brands, driven by strong performance from Coach, particularly among Gen Z consumers [9] - TPR's adjusted gross margin increased by 110 basis points in Q2 of fiscal 2026, with projected revenues above $7.75 billion and EPS between $6.40 and $6.45 [10] - The expected revenue and earnings growth rates for TPR are 9.6% and 23.7%, respectively, with a current dividend yield of 1.02% [11] Group 4: FedEx Corp. (FDX) - FedEx is implementing cost realignment initiatives under the DRIVE program, achieving annual cost savings of $2.2 billion in fiscal 2025 [12] - The company returned $4.3 billion to shareholders through dividends and buybacks in fiscal 2025, exceeding its target [13] - FDX's expected revenue and earnings growth rates for the current year are 5.6% and 1.5%, respectively, with a current dividend yield of 1.49% [14] Group 5: Howmet Aerospace Inc. (HWM) - Howmet Aerospace is benefiting from strong momentum in the commercial aerospace market and rising defense budgets [15] - The company has a solid liquidity position supporting shareholder-friendly policies, with robust orders for defense aerospace units [16] - HWM's expected revenue and earnings growth rates for the current year are 11% and 20.7%, respectively, with a current dividend yield of 0.19% [17] Group 6: Southwest Airlines Co. (LUV) - Southwest Airlines is experiencing improved air travel demand, with expectations for solid revenue trends continuing into 2026 [18] - The company is focused on cost-cutting initiatives and fleet modernization, supported by a strong balance sheet [19] - LUV's expected revenue and earnings growth rates for the current year are 12.8% and over 100%, respectively, with a current dividend yield of 1.38% [21]

皮革钱包是一种用皮革材料制作的小型钱包，用于存放纸币、硬币和信用卡等货币和财务物品。它通常具 有多个隔层和口袋，以便组织和存放不同类型的货币和卡片。皮革钱包的设计和风格可以各不相同，包括 折叠式、拉链式、扣子式等。它们通常具有耐用性和高品质的外观，因为皮革是一种经久耐用的材料，并 且可以提供一定的防水性能。 皮革钱包在市场上非常受欢迎，因为它们既实用又具有时尚感，适合男性和女性使用。消费者对高品质、 耐用和时尚的皮革钱包的需求不断增加，该市场在过去几年中一直保持稳定增长 消费者对皮革钱包的偏好因地区和年龄而异。年轻一代消费者更倾向于时尚、多功能和个性化设计的皮革 钱包，而中年和老年消费者更注重品质和实用性。 2017、2022年全球皮革钱包主要产品占比分析 皮革钱包行业龙头企业介绍 随着可持续发展和环保意识的增强，消费者对使用环保材料和可持续生产过程的皮革钱包的需求也在增 加。一些品牌开始使用可再生材料和采用环保生产方法来满足这一需求。 皮革钱包主流产品介绍 传统款式钱包：这些钱包通常采用经典的设计，如折叠式或拉链式。它们具有多个隔层和口袋，用于存放 纸币、硬币和卡片。传统款式钱包注重实用性和耐用性，适合那些 ...

Key Takeaways RELY, FTI, SHIP, AU and TPR screen for strong relative price strength.FTI's EPS is expected to grow 11.8% in 2026. The company beat estimates in 3 of 4 quarters.AU is set to experience 60% EPS growth in 2026.Wall Street stepped into 2026 with a solid footing after three powerful years of gains. Still, February brought fresh swings. Concerns about the long-term payoff from heavy AI spending triggered a rotation out of technology shares, even as many companies delivered strong earnings. The broa ...

Core Viewpoint - The retail sector is experiencing volatility due to tariff discussions, with mixed reactions from retailers and uncertainty about future pricing strategies [1][5][10]. Retail Sector Reactions - Initial positive reactions from retailers to tariff announcements quickly turned negative, indicating a lack of certainty in the market [3][4]. - Retailers are struggling to navigate the complexities of tariffs, with some products eligible for refunds while others, like furniture and auto parts, are not [4][5]. Pricing Strategies - Retailers face challenges in maintaining pricing stability amidst tariff uncertainties, with some companies like Walmart attempting to hold prices while others pass increases to consumers [10][11]. - Historically, retailers raise prices by 5% to 7% annually, regardless of tariff impacts, making it difficult to revert to previous price levels even if tariffs are eliminated [11][12]. Company Performance Insights - Companies like TJX are positioned to outperform by acquiring excess inventory from other retailers, capitalizing on the current market dynamics [6]. - Walmart is gaining market share, particularly among high-income consumers, with a significant 800 basis point comp spread over Target [8]. - Brands such as Ralph Lauren and Tapestry have seen substantial increases in average selling prices, contributing to double-digit revenue growth [14]. Investment Recommendations - Top investment picks include Ralph Lauren for its pricing power, Walmart for value, and TJX for its inventory strategy [14].

Core Insights - The Supreme Court's ruling has led to a rise in shares of consumer-oriented companies, as many of the Trump administration's tariffs were struck down [1][5] - The immediate market reaction has been positive, with the S&P 500's consumer discretionary sector increasing nearly 1%, benefiting companies like Amazon.com, Tapestry, and Williams-Sonoma [2][3] - The ruling may also influence future Federal Reserve interest rate decisions, as lower tariffs could reduce inflationary pressures [4] Company and Industry Impact - Consumer discretionary stocks have seen significant gains following the tariff ruling, indicating a positive market sentiment towards these companies [5] - The industrials sector also experienced an uptick, with notable increases in stocks such as Comfort Systems and GE Aerospace, alongside a 3% rise in Stellantis [3] - Market fluctuations were observed, with Big Tech stocks also climbing as investors reacted to economic growth and inflation data [3]

Core Viewpoint - Tapestry, Inc. (NYSE:TPR) is recognized as a strong investment opportunity in the luxury sector, with multiple analysts raising their price targets and maintaining positive ratings following the company's strong fiscal Q2 2026 results. Group 1: Analyst Ratings and Price Targets - BNP Paribas initiated coverage of Tapestry, Inc. with an Outperform rating and a price target of $176 on February 13 [1] - TD Cowen raised its price target from $150 to $175 while maintaining a Buy rating on February 10 [1] - UBS increased its price target from $125 to $141, keeping a Neutral rating on February 9 [2] Group 2: Financial Performance - Tapestry reported fiscal Q2 2026 revenue of $2.5 billion, reflecting a 14% increase year-over-year [2] - The company achieved pro forma revenue growth of 18%, driven by a 25% increase in the Coach brand [2] Group 3: Operational Metrics and Shareholder Returns - Tapestry expanded its operating margin by 620 basis points on a GAAP basis and 390 basis points on a non-GAAP basis, aided by gross margin improvement and SG&A leverage [3] - The company plans to return $1.5 billion to shareholders through dividends and share repurchases in Fiscal 2026, which is approximately 100% of its anticipated adjusted free cash flow, up from a previous outlook of $1.3 billion [3]

Industry Overview - The Retail - Apparel and Shoes industry started 2026 on a stable note despite a volatile macroeconomic environment, with demand increasingly influenced by selective, value-conscious consumers and rapid trend cycles [1] - The industry is currently ranked in the top 15% of the Zacks Industry Rank, indicating an expectation to outperform the market over the next three to six months [1] Recommended Stocks - Five apparel and shoes stocks with a top Zacks Rank for a stable portfolio are Deckers Outdoor Corp. (DECK), On Holding AG (ONON), Tapestry Inc. (TPR), American Eagle Outfitters Inc. (AEO), and FIGS Inc. (FIGS), all holding a Zacks Rank 1 (Strong Buy) [2] Deckers Outdoor Corp. (DECK) - Deckers Outdoor is experiencing solid momentum, driven by strong execution across its HOKA and UGG brands, with HOKA being the key growth engine supported by expanding global demand [5] - The company is seeing accelerated growth in international markets, enhancing long-term earnings visibility beyond the U.S., while maintaining pricing discipline and cost controls to support margin resilience [6] - Expected revenue and earnings growth rates for DECK are 8.6% and 8.7%, respectively, for the current fiscal year ending March 2026, with a 0.7% improvement in the Zacks Consensus Estimate for earnings over the last seven days [7] On Holding AG (ONON) - On Holding specializes in footwear and sports apparel, offering products through various channels including independent retailers and online platforms [9] - The expected revenue and earnings growth rates for ONON are 21% and 82.8%, respectively, for the current year, with a 0.6% improvement in the Zacks Consensus Estimate for earnings over the last 60 days [9] Tapestry Inc. (TPR) - Tapestry is strengthening its position as a leading global house of brands, driven by strong performance from Coach, effectively attracting Gen Z consumers and achieving growth in unit volume and pricing power [10] - The adjusted gross margin for TPR rose by 110 basis points in Q2 of fiscal 2026, with international markets providing further growth opportunities [11] - Expected revenue and earnings growth rates for TPR are 9.6% and 23.7%, respectively, for the current year ending June 2026, with a 1.6% improvement in the Zacks Consensus Estimate for earnings over the last seven days [12] American Eagle Outfitters Inc. (AEO) - AEO is benefiting from brand strength and solid demand, with a better-than-expected holiday season prompting an increase in its operating income outlook [13] - The company has seen balanced performance across channels, with both stores and digital contributing positively [14] - Expected revenue and earnings growth rates for AEO are 3.4% and 23.1%, respectively, for the current year ending January 2027, with a 3% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [16] FIGS Inc. (FIGS) - FIGS is a direct-to-consumer healthcare apparel and lifestyle brand, creating advanced apparel for healthcare professionals through its digital platform and retail stores [17] - Expected revenue and earnings growth rates for FIGS are 5.4% and 1.5%, respectively, for the current year, with the Zacks Consensus Estimate for earnings remaining flat over the last 30 days [18]

Core Insights - Investors should not rely solely on stock price movements without understanding a company's fundamentals, as this can lead to financial losses. A thorough review of a company's financial health is essential, particularly in an unpredictable market [1] Interest Coverage Ratio - The interest coverage ratio is a critical metric that indicates how effectively a company can pay interest charges on its debt [3][4] - This ratio is calculated by dividing Earnings before Interest & Taxes (EBIT) by Interest Expense, providing insight into a company's ability to meet its interest obligations [4] - A ratio lower than 1 indicates potential default risk, while a higher ratio suggests a company can withstand financial difficulties [6] Investment Strategy - Companies with an interest coverage ratio above the industry average, a favorable Zacks Rank, and a VGM Score of A or B are likely to yield better investment results [7] - Additional criteria for screening include a minimum stock price of $5, strong historical and projected EPS growth compared to the industry median, and an average trading volume greater than 100,000 [8][9] Company Performance Highlights - Boot Barn Holdings, Inc. (BOOT) has a Zacks Rank of 1, a VGM Score of B, and is projected to have a 17.6% sales growth and 26% EPS growth this fiscal year, with a stock price increase of 36.2% over the past year [10][11] - Brinker International, Inc. (EAT) also holds a Zacks Rank of 1 and a VGM Score of A, with expected sales growth of 7.9% and EPS growth of 19.8%, although its stock has declined by 3.6% in the past year [11][12] - Tapestry, Inc. (TPR) has a Zacks Rank of 1 and a VGM Score of B, with projected sales growth of 9.6% and EPS growth of 23.7%, and a significant stock increase of 72.8% over the past year [12][13] - Cardinal Health, Inc. (CAH) carries a Zacks Rank of 2 and a VGM Score of A, with anticipated sales growth of 16.5% and EPS growth of 25.1%, and a stock surge of 74.8% in the past year [13][14]

Core Insights - Personal finance expert Dave Ramsey emphasizes that wealthy individuals often avoid flashy purchases and focus on financial discipline to build their fortunes [1][2] - Once individuals reach a certain wealth level, they perceive expensive purchases differently, as the cost becomes negligible compared to their income or net worth [1][2] - Ramsey identifies a wealth bracket of $1 million to $10 million as the "first layer of wealth," where individuals typically exhibit financial discipline and are often unrecognizable in everyday settings [2] Spending Habits of Wealthy Individuals - Wealthy individuals, such as those worth $100 million or $200 million, live in a "different world" and may make luxury purchases that seem extravagant to others [2] - Ramsey shares an anecdote about a friend who purchased a $5,000 purse for his wife, illustrating the disconnect between average perceptions of spending and the reality for the wealthy [2] Characteristics of "Everyday Millionaires" - "Everyday millionaires" are often identified by their unassuming appearance and financial discipline, rather than flashy displays of wealth [3][5] - Ramsey describes recognizing a millionaire by their simple attire, indicating that wealth does not always manifest in ostentatious ways [3] - The distinction between everyday millionaires and those who remain in the middle class lies in consistent investing and financial discipline [4] Financial Discipline and Investment Strategies - Financial discipline and consistent investing are key traits that set everyday millionaires apart from the middle class [4] - REX Shares offers options-based ETFs aimed at investors seeking ongoing income while maintaining equity exposure, aligning with the investment strategies of financially disciplined individuals [4]