Core Insights - LVMH's organic sales returned to growth with a 1% increase in the third quarter, signaling a potential recovery in the luxury market [1] - LVMH's stock surged by 12.2% to 597.90 euros, resulting in a market capitalization exceeding 300 billion euros [2] - Analysts view LVMH's performance as a positive turning point, addressing structural issues while managing costs [3] Sales and Market Performance - The luxury sector saw a collective rise in stock prices, with notable gains from Salvatore Ferragamo (up 7.8%), Moncler (up 7.8%), Prada (up 7.7%), Hermès International (up 7.4%), Compagnie Financière Richemont (up 6.3%), and Kering (up 4.8%) [4] - The overall investor sentiment improved, although one day of positive performance does not guarantee a sector-wide recovery [4] Consumer Trends and Regional Insights - LVMH's fashion and luxury goods division benefited from improved local spending in China (growing mid-single to high-single digits), as well as from American, Southeast Asian, and Middle Eastern consumers [5] - The turnaround at Tiffany is showing positive results, alongside improvements in traffic and basket size at Sephora [5] Leadership and Creative Direction - LVMH is experiencing a shift in creative leadership, with new appointments at key brands such as Dior, Fendi, and Loewe [5]

Core Insights - LVMH demonstrated resilience in the first nine months of 2025, with improved trends in Q3 across all business groups [2] - The Fashion and Leather Goods segment experienced solid local demand, particularly in Mainland China, which turned positive in Q3 [2] - The U.S. market showed sequential improvement compared to Q2, while European demand remained consistent with the previous quarter [2] Currency Impact - The strength of the euro against key currencies had a significant negative impact of minus 5% in Q3 [3] - Currency fluctuations continued to pose challenges for offshore demand in Europe and Japan [3] Innovation and Growth - All divisions within the company are focused on innovation to drive growth [3]

Core Insights - Celsius Holdings, Inc. (CELH) has returned to sales growth, breaking quarterly sales records and showing strong performance in the energy drink market [1][7][10] - The company's stock has experienced volatility, initially rising due to rapid growth before facing declines, but recent results indicate a potential for renewed investor interest [2][12] Sales Performance - The latest quarterly sales reached $740 million, marking an over 80% year-over-year increase, with adjusted EPS up 70% YoY [10] - Sales expectations for the current fiscal year are projected at $2.4 billion, reflecting an 80% year-over-year growth [4] - The company has surpassed $4 billion in tracked retail sales over a 52-week period, outperforming the combined sales of the next eight energy drink brands [10] Analyst Outlook - Analysts have revised EPS estimates for the current fiscal year to $1.13, indicating a 13% increase over the past year and suggesting a 60% year-over-year growth [3] - The positive sales growth trend has led to a bullish shift in analysts' earnings and sales outlooks for Celsius [12] Acquisition Impact - The recent acquisition of Alani Nu has significantly contributed to sales growth, although even without this acquisition, the company still reported a positive sales growth of 9% YoY [11]

Core Insights - Chewy, Inc.'s Hardgoods segment demonstrated significant growth in Q2 of fiscal 2025, with revenues increasing over 15% year over year, surpassing total sales growth of 8.6% [1][10] - The company has onboarded over 1,500 new brands and improved inventory freshness, enhancing customer access to a diverse selection [2] - Management noted broad-based gains in Hardgoods driven by better merchandising and customer engagement, while investing $3-$5 million in inbound processing to maintain pricing power amid tariff concerns [3] - The growth in Hardgoods contributed to a gross margin improvement of 90 basis points year over year, reaching 30.4% [4] - Chewy raised its fiscal 2025 net sales guidance to $12.5-$12.6 billion, indicating a growth of 7-8% when adjusted for the previous year's extra week [5] - Chewy's net sales growth has outperformed competitors like Central Garden & Pet Company and Petco Health and Wellness [6] Financial Performance - Central Garden & Pet reported Q3 fiscal 2025 net sales of $961 million, down 4% year over year, primarily due to the exit of two product lines and adverse weather conditions [7] - Petco Health and Wellness reported Q2 fiscal 2025 net sales of $1.49 billion, down 2.3% year over year, with comparable sales declining 1.4% [8] - Chewy's shares have gained 15.1% year to date, compared to the industry's growth of 5.1% [9] Valuation and Estimates - Chewy trades at a trailing price-to-sales ratio of 1.34X, below the industry average of 2.58X [11] - The Zacks Consensus Estimate for Chewy's fiscal 2025 and 2026 earnings implies year-over-year growth of 22.1% and 20.4%, respectively [12]

7 Signs of a Great Stock- Sales growth over 15%- Rising gross margins- Rising returns on capital- Tech leader in category- Brand leader in category- Many new partnerships- Fanatical CEOHello, Rocket Lab (RKLB). Any others come to mind? ...

Core Insights - Costco Wholesale Corp. reported an 8% year-over-year sales increase through last month, indicating continued sales growth and alleviating concerns from Wall Street regarding future growth prospects [1] Company Performance - The 8% sales gain reflects Costco's ongoing ability to attract customers and maintain a strong sales trajectory [1] - This performance marks a continuation of Costco's streak of sales gains, suggesting robust operational health and consumer demand [1] Market Reaction - The sales increase has eased Wall Street's concerns about Costco's future growth, indicating positive market sentiment towards the company's performance [1]

Core Insights - The article emphasizes the importance of sales growth over earnings when evaluating stocks, suggesting that steady sales growth indicates strong demand and a durable business model [2][3][10] - A selection of stocks with robust sales growth and high cash balances is recommended, including StoneCo, Garmin, Assurant, VICI Properties, and Duke Energy, all of which show promising sales growth for 2025 [10][11][12][13][14][15] Sales Growth and Cash Flow - Sales growth is preferred over earnings as it reflects actual demand and provides visibility into a company's business model [3][5] - Constant sales growth leads to predictable cash flows, allowing companies to reinvest, expand, or return capital to shareholders without excessive debt reliance [5] Stock Selection Criteria - Stocks are shortlisted based on criteria such as 5-Year Historical Sales Growth greater than industry average and Cash Flow exceeding $500 million [6] - Additional metrics include a Price/Sales (P/S) Ratio lower than the industry average, positive changes in sales estimate revisions, operating margins above 5%, and Return on Equity (ROE) greater than 5% [7][8][9] Recommended Stocks - **StoneCo Ltd. (STNE)**: Expected sales growth of 9.8% for 2025, currently holds a Zacks Rank 1 [11] - **Garmin Ltd. (GRMN)**: Anticipated sales growth of 12.3% for 2025, currently holds a Zacks Rank 2 [12] - **Assurant Inc. (AIZ)**: Projected sales growth of 5.7% for 2025, currently holds a Zacks Rank 2 [13] - **VICI Properties Inc. (VICI)**: Expected sales growth of 4% for 2025, currently holds a Zacks Rank 2 [14] - **Duke Energy Corporation (DUK)**: Anticipated sales growth of 4.6% for 2025, currently holds a Zacks Rank 2 [15]

Core Insights - Mondelez International is a global leader in the snack food industry with a strong brand portfolio including Oreo, Cadbury, and Toblerone, operating in over 150 countries [1][6] - Berenberg Bank has set a price target of $70 for Mondelez, indicating a potential price increase of approximately 10.81% from its current trading price of $63.17, reflecting confidence in the company's market position [2][6] - The company has a dividend yield of 3.2%, which is attractive to income-focused investors, and is experiencing robust top-line growth, particularly in emerging markets and the chocolate segment [3][6] Financial Performance - Mondelez anticipates a 5% sales growth for the year, driven by resilient demand and market share gains, with potential normalization of cocoa prices supporting this growth [4] - The current stock price is $63.17, reflecting a 1.12% increase, with a market capitalization of approximately $81.74 billion [4] - Over the past year, Mondelez's stock has shown volatility, reaching a high of $72.70 and a low of $53.95, with a trading volume of 6,258,629 shares on the day [5]

Core Insights - FCA US LLC reported total U.S. sales of 324,825 vehicles in Q3 2025, marking a 6% increase compared to the same period last year, with commercial fleet sales rising by 22% [1][7] - September sales increased by 16% year-over-year, achieving the highest monthly market share in the U.S. in 15 months [1][2] - The sales growth was driven by strong performance across Jeep, Ram, Chrysler, and FIAT brands, with notable product launches and marketing strategies in place to sustain momentum [1][2] Jeep Brand - Jeep brand total sales increased by 11% in Q3, with Wrangler sales up by 18%, Gladiator by 43%, and Wagoneer by 122% [2][3] - The Jeep Wrangler 4xe remains the best-selling plug-in hybrid vehicle in the U.S. as of July 31, 2025 [3] - The all-new 2026 Jeep Cherokee is set to arrive in dealerships in Q4 2025, supported by a marketing campaign [3] Ram Brand - Ram brand retail sales increased by 26% year-over-year in Q3, with the return of the HEMI V-8 engine driving strong demand for the Ram 1500 [2][3] - Light-duty truck sales rose by 10% year-over-year, while heavy-duty and ProMaster sales achieved their best quarter of the year [3][9] - Initial units of the Ram 1500 with the HEMI engine sold in an average of five days, indicating strong consumer anticipation [3] Chrysler Brand - Chrysler brand total sales surged by 45%, with the Pacifica and Voyager models seeing increases of 49% and 65%, respectively [2][8] - Chrysler Pacifica's sales growth is supported by a new marketing partnership with the PEANUTS gang [8] Dodge Brand - Dodge Durango experienced its best Q3 sales in 20 years, with a 44% increase year-over-year [8] - The brand introduced the SIXPACK-powered 2026 Dodge Charger lineup, with initial models selling out within 24 hours [8] FIAT Brand - FIAT brand sales grew by 2% in Q3, driven primarily by the Fiat 500e [5][9] Overall Performance - For the calendar year through July 31, 2025, FCA US LLC's total sales decreased by 6% compared to the previous year, with specific models showing varied performance [7][9]

Core Insights - Tesla Inc. reported its best week of the quarter in the Chinese market, coinciding with Elon Musk's $1 billion stock purchase [1] Sales Performance - Tesla recorded 15,400 new insured registrations in China, marking a 7.3% increase compared to the previous week and a 34.4% increase from the previous quarter. However, year-over-year sales are down 11% and down over 7% year-to-date compared to the same period in 2024 [2] - The company reported over 14,300 new registrations in China, reflecting a 41% growth over the previous quarter, but year-over-year sales decreased by 12.1% [3] Product Performance - The six-seater Model Y L SUV has received over 120,000 orders since its launch, averaging 10,000 orders daily, indicating strong demand for this model [3] - Tesla reduced the price of its Model 3 Long Range sedan by 3.7% in China, with a retail price of over $36,000 and a range exceeding 500 miles on a single charge [4] Market Share - Tesla's market share in the U.S. has fallen below 40% for the first time since October 2017, currently at 38% [5] - The company has discontinued the most affordable variant of the Cybertruck, which was priced at $69,990 and offered a range of 362 miles [5] Metrics Evaluation - Tesla scores well on momentum and growth metrics, while quality is satisfactory, but value is rated poorly [6]