13 June 2025 | 12:31AM HKT Chow Tai Fook Jewellery Group (1929.HK): First Take: 2HFY25 div miss; FY26 OP guidance slightly behind; still negative QTD tracking; Neutral Chow Tai Fook announced its FY3/25 annual results (full year ending Mar-25) and hosted a briefing on June 12. In short, FY25 dividend payout, QTD tracking and FY26 OP guidance came in weaker than market expected. FY26 topline/SSSG target of LSD-MSD%/MSD% growth could be under pressure considering still negative Apr-May SSSG despite an easy ba ...

Key Takeaways UAA's 4Q25 gross margin rose 170 bps y/y to 46.7%, led by lower product and freight costs. Reduced DTC discounting and better royalty terms added to the margin expansion in the quarter. A 90-bps drag from unfavorable regional and channel mix partially offset overall gains.Under Armour, Inc. (UAA) reported a gross margin of 46.7% for the fourth quarter of fiscal 2025, representing a year-over-year increase of 170 basis points. This improvement was primarily driven by lower product and freight ...

American Rebel Holdings Inc. (NASDAQ: AREB) Expanding Market Presence and Showcasing Patriotism through Strategic Partnerships, High-Profile Events, and Unmatched Fan Engagement American Rebel Light Beer Takes Center Stage at Virginia NHRA Nationals - Available at all concession locations selling beer, American Rebel Light fuels the excitement of motorsports while celebrating patriotism, highlighted by two electrifying concerts from CEO Andy Ross. American Rebel Light Virginia NHRA Nationals - America's Pat ...

NEW YORK, June 17, 2025 (GLOBE NEWSWIRE) -- XWELL, Inc. (Nasdaq: XWEL) ("XWELL" or the "Company"), a leading provider of wellness solutions for people on the go, today announced it has been named the Official Wellness Spa of the Orlando Magic as part of a new multiyear partnership. The partnership reflects a significant milestone in XWELL's strategic expansion beyond airports and into high-growth local markets – beginning with Florida. "This partnership with the Orlando Magic represents a powerful opportuni ...

Announces Changes to the Board of DirectorsNASHVILLE, Tenn., June 17, 2025 /PRNewswire/ -- Kirkland's, Inc. (Nasdaq: KIRK) (the "Company") today announced plans to rebrand and change its corporate name from Kirkland's Inc. to The Brand House Collective, Inc. ("The Brand House Collective") reflecting the Company's transformation into a multi-brand merchandising, supply chain and retail operator leading the brick & mortar vision and strategy for Kirkland's Home along with Beyond, Inc.'s ("Beyond") growing por ...

Announces Decisive Transformation, Corporate Reorganization, and Changes to the Board of Directors NASHVILLE, Tenn., June 17, 2025 /PRNewswire/ -- Kirkland's, Inc. (Nasdaq: KIRK) ("Kirkland's" or the "Company"), a multi-brand specialty retailer of home décor, housewares and furnishings, announced financial results for the 13-week period ended May 3, 2025. First Quarter 2025 Summary Management Commentary Amy Sullivan, CEO of Kirkland's, said, "Like many in retail, our first quarter performance was impacted b ...

Michael Burry, the hedge fund manager famously portrayed in The Big Short, has been anything but conventional in 2025. Last quarter, he liquidated nearly his entire portfolio, keeping just one stock: Estée Lauder Companies Inc.(NYSE: EL).That conviction appears to be paying off. On Monday, Estée Lauder shares closed at $74.59, up $7.28 or 10.82% on the day, following the news of Leonard Lauder’s death at age 92, the son of founder Estée Lauder and longtime face of the company’s global expansion.Estée Lauder ...

Luxury accessories giant Tapestry Inc TPR is getting a clear growth split between its key brands, according to JPMorgan analyst Matthew R. Boss.The spotlight firmly shines on Coach, which is staging a notable comeback with a projected 32% upside for the overall company stock by year-end, per Boss’ projections. Meanwhile, Kate Spade is lagging, creating a tale of two brand trajectories under the same roof.Read Also: Here’s How Much $100 Invested In Tapestry 5 Years Ago Would Be Worth TodayCoach's Growth Engi ...

Core Viewpoint - Gap is experiencing a resurgence with a reported 5% same-store sales growth for its fiscal first quarter of 2025, marking the sixth consecutive quarter of growth [1] Group 1: Company Performance - Gap closed approximately 2,000 stores and saw annual sales decline by about $3.5 billion from fiscal 2001 to 2021 [1] - In fiscal 2024, Gap's overall sales grew by 1%, primarily driven by Old Navy, which accounts for over half of Gap's revenue [4] - The company has improved its profitability, achieving growth on the highest gross margins in the past 20 years [4] Group 2: Leadership and Strategy - CEO Richard Dickson, who previously revived the Barbie brand at Mattel, took over in 2023 and hired fashion designer Zac Posen as creative director [2] - Posen has contributed to Gap's cultural relevance by dressing celebrities for high-profile events, although his main focus is on Old Navy [3] - Gap has undertaken significant restructuring, including store closures and layoffs, to clean up its balance sheet and set a foundation for future growth [5][6] Group 3: Challenges and Market Conditions - Despite beating Wall Street's earnings expectations, Gap's stock fell 15% due to concerns over U.S. tariff policies, which could cost the company between $100 million and $150 million [7] - Banana Republic and Athleta are not experiencing the same level of same-store sales growth as Gap and Old Navy, indicating ongoing challenges for these brands [6]

Group 1 - Vera Bradley's Q1 2026 results were significantly poor, aligning with prior warnings issued in January regarding a complete brand overhaul that has alienated customers [1] - The company is now facing increased financial risks as a result of its operational changes [1] Group 2 - The investment approach discussed focuses on long-term operational aspects rather than market-driven dynamics, emphasizing the importance of understanding a company's earnings power and competitive dynamics [1]