Key Points Investors had hoped the Supreme Court would block the Trump tariffs, but it delayed its ruling. Lululemon is trying to bounce back after a disappointing year. The stock looks like a good value. 10 stocks we like better than Lululemon Athletica Inc. › Shares of Lululemon Athletica (NASDAQ: LULU) were pulling back today in response to the Supreme Court's decision to delay a ruling on tariffs. The stock was one of several in the retail sector to fall, and was trading down 4.5% as of 12:3 ...

Group 1 - Macy's stock has performed well in 2025, gaining 36.3% through December 16, significantly outperforming the S&P 500's 14.8% increase [4] - Including dividends, Macy's total return for shareholders reached 43.3%, surpassing the S&P 500 by 27.6 percentage points [4] - Same-store sales growth has improved, with a 3.2% gain reported in the fiscal third quarter ending November 1 [5] Group 2 - Management is executing a turnaround plan that includes closing underperforming stores, revamping locations, and enhancing customer service [6] - The company is focusing on selling more to upper-income consumers, particularly through its Bloomingdale's and Bluemercury brands [6] - Bloomingdale's has shown strong performance, with a 9% increase in same-store sales in the latest quarter [9] Group 3 - The performance of Macy's is influenced by the economic conditions affecting different consumer demographics, particularly the higher-income segment [8] - A potential slowdown in housing price gains and stock market pullbacks could indicate challenges for upper-income consumers, which may impact Macy's sales [9]

Key Takeaways Nike shares slumped Friday after the athletic apparel giant gave a weaker-than-expected outlook and warned of sales headwinds in China.The shoe maker's fiscal second-quarter revenue and earnings beat analysts' estimates as sales in North America rose, but sales in China sank. Nike shares tumbled Friday, despite quarterly profits that topped estimates, as a weaker-than-expected outlook and headwinds in China weighed on sentiment. The shares were down nearly 10% to about $59 in recent tradi ...

You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Dave & Buster’s executive leadership team is optimistic about the path forward for the eatertainment company, despite ongoing same-store sales and revenue declines. Tarun Lal, in his first full quarter as CEO, provided updates on the company’s Back-to-Basics plan, which was first unveiled this past April.  Dave & Buster’s reported 4% same-store sales declines for the third quarter ended Nov. 4, with Lal stating tha ...

Core Insights - Kohl's shares surged by up to 36% after reporting a surprise profit of $8 million and raising its annual guidance, despite still expecting a sales decline of up to 4% for the year, an improvement from the previous forecast of 5% to 6% [1] Group 1: Financial Performance - Kohl's reported a net income of $8 million, indicating a positive shift in sales growth last month [1] - The company had a record earnings year in 2021 but faced significant challenges afterward, leading to a decline in stock value [3] Group 2: Management and Strategy - New CEO Michael Bender, appointed permanently this week, is focusing on a turnaround plan that includes expanding product offerings and cost-cutting measures [2][5] - The company has closed underperforming stores and reduced its corporate workforce by 10% as part of its reinvention strategy [3][5] Group 3: Market Context - Kohl's stock has more than doubled since hitting an all-time low in April, although it remains over 60% down from its 2022 levels [2] - The retail environment remains challenging, with predictions of a 10% decrease in holiday spending from Deloitte and a 5% drop from PwC, which could impact Kohl's profit margins [3]

Tuesday marked the second time this year Kohl's shares gained about 40% in a single session. David Paul Morris / Bloomberg / Getty Images Close Key Takeaways Retail Sales: Definition, Measurement, and Use As an Economic Indicator Chief Executive Officer (CEO): Roles and Responsibilities vs. Other Chief Roles Kohl's (KSS) shares soared Tuesday after the retailer reported a surprise profit and better-than-expected sales, a day after removing the "interim" tag from CEO Michael Bender's title. The company said ...

Financial Data and Key Metrics Changes - Third-quarter net sales totaled $267 million, down 7% in constant currency compared to the prior year, slightly ahead of expectations [18] - Gross margin in Q3 was 48.7%, down 70 basis points year-over-year, but underlying gross margins improved compared to the prior year [18][20] - Adjusted operating loss for Q3 narrowed to $15 million from $22 million a year ago, with expectations for a break-even to slightly positive adjusted operating margin for the full year [22][25] Business Line Data and Key Metrics Changes - Traditional watch sales for the Fossil brand in Q3 were up high double digits, outperforming the market [5][6] - The wholesale channel grew mid-single digits globally, with notable strength in EMEA and Asia regions [12] - The company reported a 26% year-over-year reduction in inventory, aligning with a 7% sales decline [23][34] Market Data and Key Metrics Changes - The U.S. watch market showed low single-digit growth, with department and specialty store channels up low double digits [5] - In Asia, India and Japan experienced double-digit growth, while China remained under pressure [12][33] - The company noted a positive performance in the Asia region, particularly in traditional watches and jewelry, with gross margin expansion [32] Company Strategy and Development Direction - The company has successfully transformed its balance sheet, extending debt maturity to 2029 and bringing in over $32 million of new capital [4][24] - The turnaround plan focuses on three pillars: strengthening the core brand, right-sizing the cost structure, and improving the balance sheet [8][16] - The company is committed to a full-price selling model, which has improved margin architecture and reduced promotional activity [19][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the path to profitable growth, reiterating financial guidance for the full year [17][25] - The company acknowledged ongoing challenges in the macro environment, particularly in China, but remains optimistic about growth in other regions [33] - Management highlighted the importance of disciplined expense management and working capital improvements [22][23] Other Important Information - The company has appointed Devin Leong as General Manager for Asia, expected to enhance market presence and accelerate growth [12] - The Nick Jonas campaign has generated nearly 6 billion impressions and is attracting a younger demographic [9][10] - The company is focusing on brand investment and enhancing visibility through media and PR partnerships [11] Q&A Session Summary Question: What is driving the gap between wholesale growth and store comps? - Management clarified that the decline in store comps refers to direct-to-consumer performance, which has been intentionally reduced to improve margins [27][28] Question: Can you provide insights on the performance in Asia? - Management noted strong performance in India and Japan, while China remains challenging, with a focus on reducing promotional activity to improve gross margins [32][33] Question: What initiatives are driving inventory improvements? - Management highlighted tighter inventory control and a focus on key products, resulting in a significant reduction in SKUs and improved gross margins [34][37]

Group 1 - The article does not provide any specific content related to a company or industry [1]

Financial Data and Key Metrics Changes - Adjusted EBITDA grew 17% year over year to $40.6 million, more than double the second quarter [15][17] - Net revenue for the quarter was $375.3 million, reflecting a 1.2% decline compared to last year, primarily due to the sale of a majority stake in Insomnia Cookies [17][18] - Free cash flow was positive at $15.5 million, with operating cash flow of $42.3 million during the third quarter [20][21] Business Line Data and Key Metrics Changes - U.S. segment organic revenue declined 2.2%, impacted by the exit of approximately 600 unprofitable doors [18][19] - International markets saw organic revenue growth of 6.2%, driven by Canada, Japan, and Mexico [19] - Market development segment organic revenue declined 5.3%, with adjusted EBITDA at $12 million, up 930 basis points year-over-year [20] Market Data and Key Metrics Changes - The U.S. market experienced a sequential increase in average weekly sales to $617 per door, an 18% increase due to door optimization [19] - International segment adjusted EBITDA increased by $0.4 million, or 1.7%, to $23.2 million, marking the first year-over-year growth in four quarters [19] Company Strategy and Development Direction - The company is focused on refranchising, improving returns on capital, expanding margins, and driving sustainable U.S. growth [6][23] - Plans to restructure the joint venture in the Western U.S. to reduce ownership to a minority stake, aiming to use proceeds for debt reduction [6][7] - Emphasis on leveraging existing assets and reducing capital intensity, with a significant reduction in CapEx spending planned for 2025 [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the turnaround plan, highlighting early progress in reducing net leverage and improving profitability [15][22] - The company is mindful of continued consumer softness but remains focused on deleveraging the balance sheet and capital-light franchise model [21][22] - Positive consumer response to specialty donut campaigns and a successful Halloween campaign reinforces confidence in long-term growth [34][46] Other Important Information - The company plans to fully outsource U.S. delivery by 2026, which is expected to provide more predictable costs and operational improvements [38] - A refresh of the everyday donut menu was announced, responding to consumer demand for variety while maintaining focus on core products [42][43] Q&A Session Summary Question: Continued strong trends in international markets for Q4 - Management confirmed ongoing strong momentum in international markets, particularly in Mexico and Japan, with growth expected to continue [26][27] Question: Learnings from U.S. expansion for international markets - Management highlighted the importance of the hub-and-spoke model and the learnings from U.S. expansion as they enter new international markets [28][29] Question: U.S. demand environment in Q3 - Management noted that exiting underperforming doors contributed to a small revenue decline but significantly improved EBITDA and cash flow, with a focus on high-volume, profitable doors [32][33] Question: Cost expectations and Q4 EBITDA outlook - Management expects sequential improvement in EBITDA for Q4 and positive cash flow, although specific guidance was not provided [35][55] Question: Implications of fully outsourcing U.S. delivery - Management indicated that outsourcing will lead to more predictable costs and operational improvements, reducing exposure to casualty losses [37][38] Question: Expanded core menu lineup - The menu refresh was prompted by consumer demand for variety, balancing choice with operational efficiency [40][42] Question: Competition and consumer spending trends - Management emphasized the strength of the brand and its unique position in the market, focusing on delivering exceptional donut experiences [45][46] Question: Changes in distribution network strategy - Management is focused on expanding convenience and access to the brand in high-traffic locations, having exited low-traffic doors [48][49]

Core Insights - Nissan Motor reported a 61% increase in second-quarter operating profit compared to the previous year, indicating successful cost reduction efforts as part of its turnaround strategy [1] Financial Performance - The company achieved a significant rise in operating profit, which helped it avoid a loss during the quarter [1]