Core Insights - Rite Aid is undergoing bankruptcy proceedings, with various companies, including Walgreens and brand management firms, evaluating its remaining assets [1][4][9] - Kourtney Kardashian has shown interest in acquiring Rite Aid's Thrifty ice cream brand, which has a history dating back to 1940 [3][7] Group 1: Bankruptcy and Asset Evaluation - Rite Aid operates approximately 1,200 stores and serves around 8 million customers, having filed for bankruptcy for the second time in two years [4][8] - The bankruptcy judge has approved store closures and the sale of customer prescription files to 13 buyers, including CVS Health and Walgreens [4][10] - Brand management companies such as Authentic Brands Group, WHP Global, and Marquee Brands are assessing Rite Aid's intellectual property and loyalty program [1][2] Group 2: Interest in Thrifty Ice Cream Brand - Kourtney Kardashian, co-founder of Lemme and owner of Poosh, is interested in Rite Aid's Thrifty ice cream brand, which is sold at various retailers [3][5][6] - Thrifty ice cream has a notable history and has attracted interest from consumer-focused private equity firms as well [7]

Key Takeaways SJM posted a Q4 EPS of $2.31, which beat estimates but fell 13% YoY. Q1 net sales fell 3% to $2.14B, due to the lower volume/mix, partly made up by net price realization. SJM expects FY26 net sales to increase 2-4% and EPS in the $8.50-$9.50 range.The J. M. Smucker Company (SJM) reported fourth-quarter fiscal 2025 results, with the top line missing the Zacks Consensus Estimate but the bottom line exceeding the same. However, both metrics declined year over year. SJM’s fiscal fourth-quarter r ...

Small Business Optimism - The NFIB small business optimism index increased by 3 points in May, marking the first improvement this year, driven by improved expectations for business conditions and sales growth [2][3] - The index is now above the 51-year average, indicating increased comfort among small business owners regarding the economy's current and near-term prospects [3][4] Taxation Concerns - 18% of small business owners cited taxes as their most important problem in May, a level last seen in December 2020 [4] - Small business owners are concerned about the potential tax increase if the 20% small business deduction is not passed by the end of the year [6][7] Labor Market Dynamics - Labor market pressures have eased slightly, with fewer small business owners feeling pressure to hire or retain employees [8][9] - 16% of small business owners are saying that labor is their single biggest problem [9] - Industries like construction, manufacturing, and transportation are still experiencing pressure in filling open positions [10] - Small business owners in industries with higher levels of undocumented workers are feeling pressure and concern due to immigration crackdowns, emphasizing the need for a legal hiring system [11]

Core Insights - Deckers Outdoor Corporation's wholesale business significantly contributed to revenue growth in Q4 of fiscal 2025, with HOKA and UGG performing strongly [1][10] - Total revenues reached $1.02 billion in Q4, marking a 6% increase year over year, despite modest pressure on direct-to-consumer sales [3][10] Wholesale Performance - Wholesale revenues increased by 12.3% year over year to $611.6 million, showcasing the channel's strength in generating incremental sales [1][10] - HOKA's growth was driven by an expanded retail presence and the successful launch of the Bondi 9, while UGG's gains were attributed to strong demand for seasonal products [2][10] Strategic Initiatives - U.S. wholesale efforts included a pilot program with Journeys aimed at attracting younger consumers, while international growth was supported by partnerships with Intersport, Sport Check, and the JD Group [4] - Deckers aims for a balanced 50-50 split between wholesale and direct-to-consumer sales, with expectations for wholesale to continue outpacing DTC in fiscal 2026 [5][10] Competitive Landscape - Key competitors in the wholesale channel include Steven Madden, Ltd. and Urban Outfitters Inc., both of which reported revenue growth in their respective wholesale segments [6][8] - Steven Madden's wholesale channel generated $439.3 million in Q1 2025, while Urban Outfitters achieved a 24% revenue increase in its wholesale channel for Q1 fiscal 2026 [7][8] Financial Metrics - Deckers shares have declined by 45.4% year to date, compared to a 13.1% decline in the industry [9] - The company trades at a forward price-to-earnings ratio of 17.82X, slightly above the industry average of 17.77X [12]

联发科5月销售额达451.8亿元台币，环比增长7.19%。 ...

Global Research ab 6 June 2025 Global Semiconductor SIA April Data: Semis Sales Retreated After Sales in April declined from March's record high Following March's high sales, total semiconductor sales in April experienced an 11.7% M/M decline, which is in line with the 5-yr seasonal average, but ~120 bps below the 10- yr seasonal average. Excluding memory, IC sales dropped 8.3% M/M, which is ~150 bps worse than normal seasonal averages. Despite the positive tariff-related pull-in effect since "Liberation Da ...

V i e w p o i n t | 06 Jun 2025 03:00:00 ET │ 14 pages US Semiconductors April Sales In Line With Our Forecast But Below Seasonality. Maintain C25 Semi Sales of Up 8% YoY. Top Picks are ADI and TXN CITI'S TAKE On Thursday, the SIA announced April monthly sales of $55.0 billion (down 11.1% MoM), below seasonality of down 10.0% MoM but in line with our estimate of $55.0 billion (down 11.1% MoM) due to weaker Microprocessor and DRAM sales. We maintain our 2025 semi sales forecast of up 8% YoY due to our belief ...

Core Viewpoint - Comstock Inc. has amended its Membership Interest Purchase Agreement to sell its Northern Targets and a membership interest in Pelen LLC to Mackay Precious Metals Inc. for a total of $2.95 million and a 1.5% NSR production royalty on extracted minerals [1][2][6] Financial Summary - The purchase price has been increased from $2.75 million to $2.95 million, with an additional cash component of $1.2 million [2] - Comstock has already received $1.0 million in cash, with the remaining $1.95 million to be paid in installments by August 30, 2025 [2] - The total revenue recognized from the previous lease and the current sale amounts to over $6.7 million, including $3.77 million from lease payments since June 30, 2023 [4][6] Asset Details - The Northern Targets include the Gold Hill and Occidental Lode claim groups located in Storey County, Nevada [5] - Mackay will also transfer approximately 300 acres of mining properties in Lyon County to Comstock at no additional cost, expanding Comstock's mineral claims [3][6] Strategic Implications - The Northern Targets were not integral to Comstock's development plans, which focus on the central and southern parts of the district [6] - The transaction is viewed positively as it allows Comstock to advance its plans for the Dayton and Lucerne resources and expand its gold and silver resource potential [6]

Core Insights - Costco Wholesale Corporation's comparable sales increased by 6% in May, indicating a strong start to the fourth quarter of fiscal 2025, despite a gradual deceleration from previous months [1][9] - The U.S. market saw a 5.5% increase in comparable sales, while Canada and Other International regions reported gains of 6.3% and 8.4% respectively, highlighting Costco's global strength [2] - E-commerce comparable sales surged by 12%, reflecting robust demand across digital channels [2][9] Sales Performance - Total company comparable sales, including gasoline prices and foreign exchange effects, rose by 4.3% in May, leading to net sales of $20.97 billion, a 6.8% increase from $19.64 billion in the same month last year [4][9] - The ongoing sales momentum suggests Costco could finish the final quarter positively, despite macroeconomic uncertainties [3][5] Competitive Landscape - Dollar General Corporation reported a 2.4% increase in same-store sales for the first quarter of fiscal 2025, driven by a 2.7% rise in average transaction amounts [6] - Target Corporation experienced a 3.8% decline in comparable sales, attributed to a 5.7% drop in store sales, although digital sales increased by 4.7% [7] Valuation and Estimates - Costco's stock has increased by 10.7% year-to-date, outperforming the industry growth of 6.3% [8] - The forward 12-month price-to-earnings ratio for Costco stands at 52.14, higher than the industry average of 33.53 [10] - Zacks Consensus Estimate indicates year-over-year growth of 8% in sales and 12% in earnings per share for the current financial year [11]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Characteristics - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential, leading to potential losses for investors [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Fathom Holdings (FTHM) Analysis - Fathom Holdings (FTHM) has shown significant price movement, with a 52.4% increase over the past four weeks, indicating strong investor interest [4] - The stock has gained 41.2% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe [5] - FTHM has a beta of 2.13, suggesting it moves 113% higher than the market in either direction, indicating fast-paced momentum [5] - The stock has a Momentum Score of B, suggesting it is an opportune time to invest [6] - FTHM has received a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which typically attract more investor interest [7] - The stock is trading at a low Price-to-Sales ratio of 0.10, indicating it is reasonably valued at present [7] Group 3: Investment Opportunities - FTHM is highlighted as a strong candidate for investment, with potential for further price appreciation [8] - There are additional stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting a broader opportunity for investors [8] - Zacks offers over 45 Premium Screens tailored to different investing styles, providing various strategies to identify winning stocks [9]