MILAN — In a moment of reckoning, upscale American furniture maker RH cut its 2025 guidance as the tariff effect continues to batter the industry. On Thursday, Corte Madera, Calif.-based RH posted a better-than-expected 9 percent increase in revenues to $884 million. However, its adjusted operating margin of 11.6 percent fell short of its 12.5 percent midpoint guidance estimates due to higher-than-forecasted tariff expenses. More from WWD The firm also trimmed its 2025 outlook to 9 to 9.2 percent revenue ...

Core Insights - Hims & Hers (HIMS) is expanding its Weight Loss Program to the United Kingdom, launching the Hers platform to provide holistic weight management care to eligible women [1][7] Expansion and Growth - The weight-loss programs in the United States have been a significant growth driver for Hims & Hers in 2025, leading to rapid subscriber and revenue growth, supported by strong clinical outcomes and adherence metrics [2] - Following the success in the U.S., the company is focusing on international expansion, having already launched in Canada earlier this year and acquired the European telehealth platform Zava, which provides access to markets in Germany, France, and Ireland [2] Market Potential - The international expansion into the U.K. is part of a broader strategy to tap into lucrative markets, with 64% of adults in the U.K. classified as overweight or living with obesity, indicating a substantial target patient population [4] - Despite the high prevalence of obesity, access to advanced obesity treatments, such as GLP-1 drugs, remains limited in the U.K., creating an opportunity for Hims & Hers to provide seamless access to its Weight Loss Program [5] Service Offerings - The Hers platform will offer eligible customers transparent pricing and personalized weight management programs, guided by GMC-registered doctors after a thorough intake assessment [8] - The platform will include treatment options like branded GLP-1 drugs (e.g., Mounjaro, Wegovy) and non-prescription treatments (e.g., Orlos), along with comprehensive support including 24/7 care team access and resources for improving nutrition, movement, and sleep habits [9]

Core Insights - Hims & Hers Health, Inc. (HIMS) has faced short-term stock losses, with a decline of 29.1% over the past six months, significantly underperforming the industry and broader market indices [1][7] - Recent developments include the acquisition of Canadian digital health platform Livewell and the announcement of third-quarter 2025 results, which showed revenue growth but disappointing bottom-line performance [2][3] Financial Performance - In Q3 2025, HIMS reported strong revenue growth and an increase in subscribers, but margins contracted, leading to disappointing earnings results [3][10] - For Q4 2025, HIMS expects revenues between $605 million and $625 million, reflecting a year-over-year increase of 26%-30%, and full-year revenues projected at $2.335 billion to $2.355 billion, representing growth of 58%-59% from 2024 levels [8] Market Position - HIMS has underperformed compared to peers like Teladoc Health, which gained 2.2%, while GoodRx Holdings lost 40.1% in the same timeframe [7] - HIMS' forward 12-month price-to-sales (P/S) ratio is 3.3X, lower than the industry average of 5X but higher than its three-year median of 2.6X [18] Regulatory and Operational Challenges - HIMS faces regulatory scrutiny regarding compounded GLP-1 weight-loss drugs, which may limit future supply and pressure margins [10][11] - The company is also contending with evolving telehealth regulations that could increase compliance costs and operational adjustments [12] - Integration risks from recent acquisitions and the entry into the Canadian market add to operational uncertainties [15] Strategic Growth Drivers - HIMS aims to scale its personalized digital-care platform, focusing on obesity care as a key growth area, while also expanding into new U.S. categories like low testosterone and menopause [16] - International expansion through acquisitions, such as ZAVA and Livewell, is expected to enlarge HIMS' addressable market and diversify growth beyond the U.S. [17] Earnings Estimates - Estimates for HIMS' 2025 earnings per share (EPS) have decreased by 20% to 48 cents over the past 60 days [21] - The consensus estimate for Q4 2025 EPS is currently pegged at 4 cents, with full-year EPS at 48 cents [8][21] Investment Outlook - Despite core business strengths and growth opportunities, near-term headwinds related to the weight-loss business and regulatory scrutiny suggest caution for investors [24][25] - The valuation indicates potential for growth if HIMS can align more closely with overall market performance, supported by a favorable growth score [26]

Core Insights - rYojbaba Co., Ltd. has been selected as an official provider of trainer and on-site medical support services for the 2025 Taipei Wake Open, enhancing its visibility in the global sports healthcare sector [1][2] Company Involvement - The Taipei Wake Open, one of Asia's largest watersports competitions, took place from October 15-19, 2025, in Taipei, Taiwan, featuring top athletes in wakeboarding and wakesurfing [2] - The company's health services subsidiary, Sakai Seikotsuin, collaborated with professional wakesurfer Kenta Nakayama, who served as a company ambassador during the event [2] Services Provided - Licensed Judo therapists from Sakai Seikotsuin offered various services, including pre- and post-competition physical conditioning, acute care for sports-related injuries, myofascial release, and general wellness support for athletes and attendees [3][7] - The company received a certificate of appreciation from the Taipei Watersports Association for its contributions to athlete care and community engagement [3] Strategic Focus - The global sports healthcare sector is a strategic focus for Sakai Seikotsuin, with ongoing efforts to pursue partnerships and collaborative opportunities [4] - The company aims to leverage its judo therapy practice for future growth, building relationships with athletes and sporting organizations through participation in international events [4] Company Overview - rYojbaba operates a labor consulting and health services business, providing strategic consulting for Japanese companies and labor unions, and operates 28 osteopathic clinics and 2 beauty salons across Japan [5]

Talk about that expansion because, I mean, obviously, if you're down south, I mean, everyone knew racing games, but if you were up north, it was kind of like, what is this company. Where did they come from. And you guys are huge.Yeah, yeah, right. When I started the business 29 years ago in Louisiana. Yeah.And so we kind of grew out consensually from there, Louisiana, Mississippi, Texas and grew up in there. Then we went to the Midwest and then we went to the West Coast. And then the East Coast was our our ...

RT Jakey (@SolJakey)BIG NEWSBASEDD HOUSE IS GOING INTERNATIONALSOLANA BREAKPOINT. https://t.co/cYAmJoMZcl ...

Core Viewpoint - Great Wall Motor (GWM) is planning to establish its first car manufacturing plant in Europe, aiming to produce 300,000 vehicles annually by 2029, in response to declining sales in the region [1][2]. Group 1: Manufacturing Plans - GWM is evaluating several potential locations for the new facility, including Spain and Hungary [1][2]. - The company has not provided a formal update on its European manufacturing plans since 2023 [2]. - Labour and logistics costs are significant factors in determining the site for the new plant, as components will initially be transported to Europe for assembly [2][3]. Group 2: Market Context - Chinese vehicle manufacturers, including GWM, are expanding internationally due to intense price competition in the domestic market caused by excess capacity [4]. - GWM faces challenges in Europe, including higher import duties on electric vehicles and competition from established global brands and other Chinese manufacturers like BYD [4][5]. Group 3: Future Goals - GWM aims to sell one million vehicles annually outside China by 2030 [5]. - The new European factory will produce a range of vehicles, including internal combustion engine models and fully electric cars [6]. - GWM is preparing to launch new products, such as a multi-powertrain version of the Ora 5 compact SUV, expected to be introduced in mid-2026 [6].

Core Insights - Coinbase Global (COIN) has launched Coinbase Business in Singapore, marking its first international market outside the United States and part of its international expansion strategy [1][7] - The platform aims to facilitate the use of digital assets for payments, treasury management, cross-border settlements, and payroll, leveraging the Coinbase-backed stablecoin USDC and a partnership with Standard Chartered [1][7] - International operations contributed 16.8% to total revenues in 2024, a significant increase from 2023, indicating a shift towards diversifying revenue sources away from U.S. operations [3] International Expansion - COIN's international operations now include markets such as Australia, Brazil, Kenya, the European Union, India, Japan, the Philippines, Indonesia, Singapore, the United Kingdom, and Switzerland [2] - The company has obtained Virtual Asset Service Provider registration in Argentina and re-entered the Indian market, including an investment in CoinDCX [2] Revenue Diversification - The increase in international revenue contributions reflects COIN's strategy to reduce dependence on U.S. operations, with international revenues nearly tripling year over year [3] - The company is positioning itself to capitalize on the growing adoption of cryptocurrency in Asia, particularly through its operations in Singapore [1][3] Competitive Landscape - Circle Internet Group (CRCL) and Robinhood Markets (HOOD) are also expanding internationally, enhancing their positions in the global fintech landscape [4][5] - Circle's expansion focuses on regulated digital markets, while Robinhood aims to tap into global retail investing demand [4][5] Financial Performance - COIN shares have gained 14.4% year to date, outperforming the industry [6] - The current price-to-earnings ratio for COIN is 46.36, significantly above the industry average of 24.19, indicating a potentially expensive valuation [8] Earnings Estimates - The Zacks Consensus Estimate for COIN's fourth-quarter 2025 EPS remains unchanged, while the full-year 2025 estimate has increased by 0.4% [9][10] - The consensus estimates for COIN's revenues indicate year-over-year increases for 2025, but a decline is expected for 2026 EPS [10]

Core Insights - lululemon athletica inc. (LULU) is focusing on international expansion as a key driver for long-term success, particularly in Mainland China [1][5] - The company aims to quadruple its international net revenues compared to 2021 through its Power of Three X2 growth strategy, with a target of 200 stores in China [2][4] Financial Performance - In Q2 fiscal 2025, lululemon's total international revenues increased by 22% year-over-year, with a 20% increase in constant currency [3][9] - Revenue in Mainland China rose by 25% (24% in constant currency), supported by new store openings and brand activations [3][9] - The Rest of World segment grew by 19% (15% in constant currency), driven by new market entries in Italy, Turkey, and Belgium [3] Market Expansion - lululemon is set to launch in India through a franchise partnership in the second half of fiscal 2026, enhancing its global presence [4] - The company expects international revenues to grow by 20-25% in Mainland China and 20% in the Rest of the World for fiscal 2025 [4] Competitive Landscape - Key competitors in the international market include NIKE, Inc. and adidas AG, both of which are also expanding their global presence [6][8] - NIKE has made strategic investments in China and is seeing growth in its EMEA and APLA businesses [7] - adidas is focusing on local product lines and brand equity through collaborations and marketing campaigns [8] Valuation and Estimates - lululemon's shares have declined by 55.5% year-to-date, compared to the industry's decline of 19.4% [12] - The company trades at a forward price-to-earnings ratio of 13.09X, below the industry average of 15.71X [13] - The Zacks Consensus Estimate for lululemon's fiscal 2025 earnings indicates an 11.8% year-over-year drop, while fiscal 2026 shows a growth of 1.1% [14]

Core Insights - Healthcare apparel company Figs reported Q3 CY2025 revenue of $151.7 million, an 8.2% year-on-year increase, exceeding analyst estimates of $142.5 million [1][5] - The company achieved a non-GAAP profit of $0.05 per share, significantly above the consensus estimate of $0.02 [1][5] - Adjusted EBITDA reached $18.85 million, with a margin of 12.4%, surpassing analyst expectations of $12.38 million [5] Management Commentary - Management attributed the strong performance to consistent execution across core products and disciplined promotional strategies, leading to higher average order values and customer engagement [3][4] - CEO Trina Spear highlighted broad-based growth in scrubwear and the U.S. market, along with improvements in product fit and returns processing [3] - The company plans to maintain momentum through increased inventory investments, new product introductions, and targeted international growth, including the launch of FIBERx fabric at the 2026 Winter Olympics [3] Financial Performance - Operating margin improved to 6.4%, up from -6.2% in the same quarter last year [5] - Active customers increased to 2.78 million, representing a year-on-year growth of 108,000 [5] - Market capitalization stands at $1.23 billion [5] Strategic Initiatives - The deliberate reduction in promotional activity led to higher average order values and improved profitability, with more sales occurring at full price [6] - Growth was primarily driven by the core scrubwear category, with new silhouettes and improved fits reducing return rates [6] - Figs expanded its international presence from 33 to nearly 60 markets, with recent launches in Japan and South Korea, and an upcoming debut in China [6] Product Development - Non-scrubwear categories, including underscrubs, compression socks, and footwear, saw renewed momentum due to targeted product launches [6] - Operational efficiency gains were achieved through supply chain optimization and reduced marketing expenses, despite facing higher tariffs on imports [6]