Key Takeaways Planet Fitness stock climbed 10.5% in three months, outperforming industry and market benchmarks. PLNT benefits from new club openings, rising membership, and strategic marketing initiatives. Planet Fitness plans to open 160 to 170 new clubs in 2025.Shares of Planet Fitness, Inc. (PLNT) have gained 10.5% over the past three months against the 2.7% decline in the Zacks Leisure and Recreation Services industry. The stock has also surpassed the broader Consumer Discretionary sector's rise of 1. ...

Core Insights - Keystone RV has announced a significant brand refresh with the new slogan "Proven in the Wild™," reflecting its commitment to outdoor adventurers and the RV community [1][2] - The rebranding emphasizes the company's long-standing identity and values, focusing on strength, stability, and practicality [2][4] - This is the first major design overhaul in Keystone's history, featuring a new logo and a modern visual system inspired by nature and utility [3] Company Overview - Keystone RV Company, founded in 1996 and headquartered in Goshen, Indiana, is the leading manufacturer of towable RVs in North America and a subsidiary of THOR Industries [5] - The company produces well-known brands such as Montana, Cougar, Outback, and Sprinter, offering a comprehensive range of travel trailers, fifth wheels, and toy haulers [5] - Keystone RVs are designed to meet the needs of outdoor enthusiasts who seek reliability and performance in their camping experiences [5]

Asia Pacific Equity Research 28 May 2025 Anta Sports (2020) Overweight Global China Summit 2025 takeaways: 2025 guidance maintained; channel checks; maintain OW ▲ Anta joined our China Summit on 22 May, and we also conducted channel checks in Shanghai Grand Gateway 66. Our key takeaways: 1) 2Q-to-date continued the solid 1Q trend (see our 1Q report) with healthy inventory (Anta/Fila at c5 months), though discounts are likely to deepen in May (vs. Apr) due to the 18 Jun events. 2) 2025 retail sell-through gu ...

Sebastian Murray Car at the Detroit Grand Prix Sebastian Murray Car at the Detroit Grand Prix Sebastian Murray Logo Shirt Sebastian Murray before the 2025 INDY NXT by Firestone Detroit Grand Prix Louis Foster Helmet Detroit Louis Foster Helmet with Sports.com Branding at the Detroit Grand Prix Callum Ilott Helmet and Car Lottery.com branded helmet worn by Callum Ilott DETROIT, June 02, 2025 (GLOBE NEWSWIRE) -- It was a weekend of milestones and resilience for Lottery.com Inc. (Nasdaq: LTRY, ...

RAVE Restaurant Group, Inc. (RAVE) has been upgraded to an “Outperform” rating from “Neutral,” reflecting durable profitability, strengthened capital positioning and operational initiatives gaining traction. With 20 consecutive quarters of positive net income, RAVE is demonstrating increasing earnings resilience. Despite modest top-line growth and ongoing brand bifurcation, the company’s capital-light model, reinvestment discipline and brand turnaround momentum present an attractive risk/reward setup under ...

Financial Data and Key Metrics Changes - The third quarter earnings performance exceeded expectations, with reported net sales increasing by 4% driven by the Sovos acquisition and organic net sales growth of 1% [5][29] - Adjusted EBIT increased by 2% year-over-year, resulting in a slight margin decrease due to lower net pricing realization [9][30] - Adjusted EPS was down 3%, with a net positive contribution from the Sovos acquisition [10][30] Business Line Data and Key Metrics Changes - Meals and Beverages division reported organic net sales growth of 6%, driven by volume and mix growth of 7% [13][35] - Snacks business experienced a 5% decline in organic net sales, primarily due to lower volume and mix [20][36] - The overall consumption of Meals and Beverages leadership brands increased by 2%, while Snacks leadership brand consumption declined by 3% [11][13] Market Data and Key Metrics Changes - In-market consumption for Meals and Beverages outpaced category consumption, while Snacks lagged behind due to competitive pressures [7][10] - The consumer environment showed a preference for home-cooked meals, leading to increased demand for Meals and Beverages products [11][62] - The Snacks category faced a 3% decline in in-market consumption, attributed to deteriorating consumer confidence and increased competition [20][72] Company Strategy and Development Direction - The company is focused on near-term in-market execution and mitigating tariff impacts while investing in brand growth and capabilities [8][27] - A growth office has been established to enhance consumer insights, brand activation, and innovation [27] - The company aims to improve efficiency and effectiveness across the organization to facilitate long-term growth [27][41] Management's Comments on Operating Environment and Future Outlook - Management noted that consumers are making more deliberate spending decisions, impacting the Snacks business negatively [6][26] - The company expects adjusted earnings to be at the low end of the guidance range due to slower recovery in the Snacks business [7][39] - There is optimism regarding the sustainability of the at-home cooking trend, which has positively impacted the Meals and Beverages division [60][64] Other Important Information - The company has estimated the net incremental headwind of tariff-related costs to be up to $0.03 to $0.05 per share for fiscal 2025 [39][40] - Capital expenditures for fiscal 2025 are expected to be approximately 4.5% of net sales, reflecting a decrease from prior guidance [41] Q&A Session Summary Question: What is the pressure on the Snacks business? - Management indicated that about two-thirds of the pressure is due to overall category performance and one-third from in-market execution, with a focus on innovation and value [45][47] Question: What are the key factors for fiscal 2026? - Management noted that recovery in the Snacks business is expected to take place in fiscal 2026, with a need for increased marketing support [52][54] Question: How sustainable is the at-home cooking trend? - Management expressed optimism about the sustainability of the at-home cooking trend, supported by the company's diverse portfolio [60][64] Question: What is the impact of tariffs on future guidance? - Management clarified that the estimated tariff impact is being phased in and should not be annualized at this time due to the evolving trade landscape [75][80] Question: What is the growth expectation for Rao's? - Management expects high single-digit growth for Rao's in fiscal 2025, with confidence in the brand's trajectory [83][84]

Core Insights - The article discusses Stephen Curry's partnership with Under Armour, highlighting its significance in both his career and the brand's evolution in the athletic market [3][4][9]. Company Overview - Under Armour was relatively unknown in the basketball market when it signed Stephen Curry in 2013, while Nike dominated the NBA sneaker market [3][8]. - The deal with Curry was worth $4 million annually, surpassing Nike's offer of $2.5 million, which they did not match [8]. Brand Development - Over the past 12 years, Curry has developed a line of signature products with Under Armour, including footwear and apparel, and was recently named president of the Curry Brand [9]. - As part of his new contract, Curry received 8.8 million shares of Under Armour, valued at $75 million at the time [9]. Financial Performance - Under Armour's stock price has seen significant declines, dropping from a high of $45.41 in 2016 to below $6 per share currently, influenced by leadership changes and competition [10]. Community Impact - Curry's partnership with Under Armour emphasizes an "underdog" message, resonating with his personal journey as a smaller player in the NBA [12][13]. - A portion of the Curry Brand's revenue is allocated to support under-resourced communities, with initiatives such as refurbishing basketball courts and training coaches [14][15].

Marriott bolsters industry's largest residential portfolio with several signed agreements in desirable destinations around the world. NEW YORK, June 2, 2025 /PRNewswire/ -- Today, Marriott International, Inc. (Nasdaq: MAR), the industry leader in branded residential development, announces signed agreements in: Detroit, Michigan; Muskoka, Canada; Gulf of Papagayo, Guanacaste, Costa Rica; and Jeddah, Saudi Arabia; bringing the Marriott Branded Residences total open and pipeline portfolio to around 300 project ...

Ilott, Foster, and Murray Fly the Flag for Global Brands Across IndyCar and Indy NXTDETROIT, May 30, 2025 (GLOBE NEWSWIRE) -- Lottery.com Inc. (Nasdaq: LTRY, LTRYW)(“the Company” or “Lottery.com”) and Sports.com, the next-generation sports media platform, are proud to announce their continued sponsorship of three exceptionally talented drivers — Callum Ilott, Louis Foster and Sebastian Murray — as they take to the streets of Detroit this weekend in both the NTT INDYCAR SERIES and INDY NXT by Firestone. Lot ...

Financial Data and Key Metrics Changes - Gap Inc. reported a 2% increase in net sales year over year, reaching $3.5 billion, with comparable sales also up 2% [36][38] - Earnings per share (EPS) grew by 24% to $0.51 compared to the previous year [11][35] - Gross margin improved by 60 basis points to 41.8%, while operating margin increased by 140 basis points to 7.5% [39][35] Business Line Data and Key Metrics Changes - Old Navy's net sales rose by 3% to $2 billion, with comparable sales also up 3%, marking its ninth consecutive quarter of market share gains [37][10] - Gap brand saw a 5% increase in net sales to $724 million, achieving a 5% increase in comparable sales, continuing its positive trend for six consecutive quarters [37][18] - Banana Republic's net sales decreased by 3% to $428 million, with comparable sales remaining flat [38][22] - Athleta's net sales fell by 6% to $308 million, with comparable sales down 8% [38][25] Market Data and Key Metrics Changes - Gap Inc. maintained its position as the number one apparel e-commerce business in the US, reflecting increased e-commerce penetration [6] - Old Navy gained market share across all income cohorts, while Gap gained share in the top and middle cohorts [5][10] Company Strategy and Development Direction - The company is focused on brand reinvigoration, with strategic priorities including financial and operational rigor, driving relevance and revenue, and strengthening the platform [9][26] - Plans to diversify sourcing to mitigate tariff impacts, with a goal for no single country to account for more than 25% of sourcing by 2026 [7][8] - Continued investment in technology and innovation to enhance customer experience and operational efficiency [27][26] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's ability to navigate a dynamic environment, citing a strong financial foundation and disciplined operations [9][30] - The company reaffirmed its fiscal 2025 outlook, expecting net sales growth of 1% to 2% and operating income growth of 8% to 10%, excluding tariff impacts [36][43] - Management acknowledged potential headwinds from tariffs, estimating a net impact of $100 million to $150 million on operating income for fiscal 2025 [46][47] Other Important Information - The company returned approximately $131 million to shareholders in Q1 through dividends and share repurchases [35][41] - The company ended the quarter with a strong cash balance of approximately $2.2 billion, reflecting effective expense management [35][40] Q&A Session Summary Question: Inquiry about tariff mitigation strategies - Management confirmed that strategies are in place to mitigate over half of the anticipated tariff impact, with ongoing efforts to diversify sourcing [55][56] Question: Discussion on Gap brand's pricing strategy - Management emphasized maintaining the overall value proposition for consumers and does not expect meaningful price impacts at this time [70][71] Question: Inquiry about Banana Republic and Athleta's performance - Management highlighted ongoing progress in Banana Republic and the need for further work in Athleta to improve product appeal and marketing effectiveness [96][97]