Core Viewpoint - Primo Brands Corporation's stock has faced pressure due to poor spring weather affecting bottled water sales, particularly in the Northeast and Mid-Atlantic regions [1] Group 1: Sales Performance - Bottled water sales have declined, with a reported 3.7% year-over-year decrease in retail volumes for Primo Brands in May [3] - Poland Spring, a key brand, experienced an 8.4% drop in sales, attributed to record rainfall in May, which was the third-wettest since 1895 with 6.6 inches of precipitation [4] - The Northeast and Mid-Atlantic regions saw sharp declines in sales, with year-over-year changes of -18.6% and -9.3%, respectively [5] Group 2: Future Outlook - Analyst Peter T. Galbo anticipates a rebound in demand as summer heat arrives, particularly for brands like Poland Spring and Deer Park [2] - A new summer weather tracker will be introduced to monitor weather trends, as the second and third quarters account for approximately 53% of annual sales [2] - NOAA forecasts indicate higher-than-normal temperatures across much of the U.S., which could positively impact sales for brands like Deer Park, Ozarka, Arrowhead, and Zephyrhills [5] Group 3: Weather Impact - The recent cooler and wetter weather has negatively impacted demand, especially over the Memorial Day weekend [1] - Heavier rainfall is expected in parts of the South and Upper Midwest, which may affect sales for Ozarka and Ice Mountain, while drier conditions in the West could benefit Arrowhead [6]

Every day we are presented with options to make choices. Think about it. We choose what to eat, where to work, what to buy.These may seem like small decisions, but like ripples in the water, they create waves that shape the world around us. Take the clothes that we wear. Choosing an outfit isn't just about style.It can reflect our values and the impact that we leave behind. But here's the thing. Every time we shop or click buy now, we might be unknowingly fueling a global waste crisis.Because in the fashion ...

Core Viewpoint - Victoria's Secret & Co. has faced challenges in its financial outlook, leading to lowered earnings guidance and cautious analyst sentiment regarding its performance in a competitive market [1][4]. Financial Performance - The company reported first-quarter adjusted earnings per share of 9 cents, aligning with analyst consensus estimates [1]. - Quarterly sales reached $1.35 billion, remaining flat year over year and also meeting market expectations [1]. Fiscal Year Guidance - Victoria's Secret has revised its fiscal year 2025 adjusted operating income guidance to a range of $270 million to $320 million, down from a previous forecast of $300 million to $350 million [2]. - For the second quarter, the company forecasts sales between $1.38 billion and $1.41 billion, slightly below the $1.42 billion estimate [3]. Profitability Concerns - The analyst noted that profit forecasts for the second quarter lagged behind prior consensus, which had already accounted for a $10 million impact from cybersecurity issues and another $10 million from tariffs [3]. - A gross tariff impact of $120 million is expected for the year, with $70 million already mitigated, resulting in a net hit of $50 million that could reduce gross margin by over 100 basis points [6]. Strategic Adjustments - The company has taken steps to mitigate tariff impacts, including cost-cutting measures, diversifying sourcing, and improving shipping efficiency [7]. - Victoria's Secret is shifting from blanket discounts to more targeted promotions, such as gift-with-purchase events [7]. Earnings Projections - The analyst has lowered the fiscal year 2025 EPS estimate to $2.10 from $2.22, and for fiscal year 2026, the EPS is now projected at $2.25, down from $2.38 [7][8].

[Music] so guys I hope you're all feeling very fulfilled very just happy after an amazing energy all the amazing speakers that went before me so when I'm doing a talk I'm very simple guy I like to make an outline and tell what's going to happen so we're going to be talking about success oh that's success it's just a buzzword what's successful for one person is very different from someone else so today we're going to define success and then we're going to go into my three pillars for success and that is Pass ...

Okay, so my story started the summer before my eighth grade when I first downloaded Tik Tok just for fun. Well, nothing was serious. It then became my secret English weapon.It was empowering and I loved it. However, by the time that I attended my 10th grade, something changed. I started to see videos of people glowing up and then suddenly my classes something I had worn like forever started to look like a flaw and I saw people online looking so perfect which is why I switched to contact lens put on this clo ...

Independent Study Shows Marathon's Impact Increased 22%; Surge in Tourism and Job CreationCHICAGO, June 12, 2025 /PRNewswire/ -- The 2024 Bank of America Chicago Marathon contributed a record-breaking $683 million (PDF) to the Chicago Metropolitan Area economy, according to an independent study conducted by Jones & Associates Economics. The race continues to grow year-over-year and drives economic success for the city, with a 22% increase in total economic impact over 2023.The increased national and global ...

【近期黑色系金属价格受多因素影响震荡，短期或维持震荡走势】近期，黑色系金属价格波动受宏观、 供需及产业链多重因素交织影响。6月11日午后，国内黑色系走势震荡，焦煤涨0.06%、焦炭跌0.04%、 铁矿石跌0.35%，螺纹钢收跌0.64%，热卷收跌0.74%。 从宏观面看，内外分化压制需求。国内稳增长基 调发力，6月制造业PMI边际回升，市场对下半年基建投资和制造业设备更新政策预期升温；海外美国5 月CPI数据低于预期，降息预期升温，美元指数回落，但美联储内部政策分歧大，关税担忧仍存，投资 者谨慎。同时，美联储降息释放流动性，但企业扩张意愿不足，实际需求拉动有限。国内房地产投资低 位、新开工负增长压制建筑用钢需求，基建专项债落地有部分支撑，制造业高端钢材需求增长受外需制 约。 供应端，原料稳定，成本支撑仍在。铁矿石全球供应集中，非主流矿收缩，港口高品位矿偏紧， 国内矿进口依赖度高；焦煤受国内安监、进口国政策及运输影响波动，焦炭因焦煤成本挤压利润，焦企 限产保价致供应弹性降低。 需求端，建筑疲软，工业有韧性但难提振。房地产低迷使建筑钢材需求大 减，保障房建设缓冲部分冲击；基建项目施工支撑螺纹钢等需求，但受资金和季 ...

As protests spread across our country, we begin today with a sober warning from the governor of the state of California. That is, of course, the state at the epicenter of both Donald Trump's immigration crackdown and his efforts to use the United States military inside the United States and to potentially use it against Americans. In a speech last night, Governor Gavin Newsome accused Donald Trump of taking the nation to the brink by escalating a situation that state and local officials could have handled.T ...

根据 Counterpoint Research最新的《全球智能手机制造分布追踪报告》 ，受关税影响及行业整体发 展放缓的冲击，2025年全球智能手机制造产量预计将同比下降1%，相较于2024年产量4%的同比增 长，不难看出市场情况不容乐观。2024年，中国、印度和越南共持有全球智能手机总产量的90%以 上，其中印度增速最快。但是各国制造产量在2025年预计呈现分化态势。 数据来源： Counterpoint Research 《全球智能手机制造分布追踪报告》 2025年全球智能手机制造产量预计会减少1%，主要受关税影响和行业整体发展放缓的冲击。 中国将感受到明显的关税影响，导致智能手机整机制造产量下滑和国内市场表现不佳。 印度有望成为最大受益者，Apple和Samsung持续的出口需求预计能推动产量以两位数百分比 增长，制造份额首次突破全球总产量的20%。 越南作为全球制造与出口枢纽，产量预计也能实现稳健增长，在Samsung和Motorola受关税压 力和制造转移的影响下增产而受惠。 其他地区主要受本地市场影响。在全球智能手机需求受限的情况下，这些原本占比就低的市场 也可能会面对一定的下滑压力。 分析师观 ...

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