Unilever sales rose more than expected in the third quarter, driven by strong demand in developed markets, particularly North America https://t.co/rYKMEzFnII ...

Hermes sales grew as the Birkin bag maker continued to attract wealthy shoppers — especially in the US https://t.co/Ps23Ycgbht ...

Core Insights - Adidas anticipates a sharper increase in earnings for the current year compared to previous expectations due to higher revenue and improved profit margins in the latest quarter [1] Financial Performance - The company reported higher revenue in the most recent quarter, contributing to the optimistic earnings outlook [1] - Profit margins have also increased, indicating better cost management and pricing strategies [1]

Core Insights - Edwards Lifesciences Corp. (EW) is set to report its third-quarter 2025 results on October 30, after market close [1][9] - The company’s adjusted earnings per share for the last quarter were 67 cents, exceeding the Zacks Consensus Estimate by 8.06%, with an average surprise of 5.50% over the past four quarters [1] Q3 Estimates - The Zacks Consensus Estimate for revenues is $1.50 billion, indicating an 11.5% growth from the previous year [2] - The earnings estimate is 59 cents per share, reflecting an 11.9% decline from the year-ago figure [2][3] Performance Factors - The Transcatheter Aortic Valve Replacement (TAVR) segment is expected to perform strongly in the U.S., driven by the SAPIEN 3 Ultra RESILIA platform, with projected sales of $1.11 billion, an 8.5% year-over-year increase [4][5][9] - The Transcatheter Mitral and Tricuspid Therapies (TMTT) segment is anticipated to report revenues of $134.1 million, a 47.2% increase from the previous year, supported by the PASCAL repair system and the EVOQUE tricuspid replacement system [6][7][9] - The Surgical Structural Heart segment is estimated to generate revenues of $256.7 million, reflecting a 7% rise from the year-ago quarter, aided by the global adoption of the RESILIA portfolio [10] Earnings Expectations - Edwards has an Earnings ESP of +0.47%, indicating a higher likelihood of beating estimates [11] - The company currently holds a Zacks Rank of 3, suggesting a neutral outlook [12]

Key Points - Group sales increased by 6.5% in constant currency, marking the sixth consecutive quarter of sales growth, with customer demand remaining stable compared to Q2 [2] - Sales growth is driven by innovation, particularly in Beauty Actives, with continued strength in Fragrance & Flavors (F&F) and a recovery in Crop [2] - The company will optimize utilization at shared production sites through targeted sales in Beauty Care, Crop, and Industrial Specialties as part of ongoing actions since 2024 [3]

Core Insights - The company confirmed its 2025 guidance, targeting annual organic sales growth in the mid-single-digit percentage range and an expansion in profitability over the medium term [1]

Core Insights - Nestle reported better-than-expected sales growth and volumes, indicating strong performance in the packaged food sector [1] - The company maintained its outlook for 2025, suggesting confidence in future growth [1] - This marks the first results announcement since the appointment of Philipp Navratil as CEO, highlighting a potential shift in company strategy [1] Sales Performance - Nestle's sales growth exceeded expectations, reflecting robust demand for its products [1] - The company reported an increase in volumes, which is a positive indicator of consumer interest and market penetration [1] Leadership Transition - The results were the first under the new CEO, Philipp Navratil, which may signal a new direction for the company [1] - The leadership change could influence future strategies and operational focus within the company [1]

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]