经济逆风

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英国财政大臣里夫斯:(在被问及未来经济增长时)未来明显存在经济逆风,全球局势正在发生变化。
news flash· 2025-05-15 08:23
英国财政大臣里夫斯:(在被问及未来经济增长时)未来明显存在经济逆风,全球局势正在发生变化。 ...
HireQuest(HQI) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:32
HireQuest (HQI) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Jennifer Belodeau - Vice PresidentRick Hermanns - President and Chief Executive OfficerSteve Crane - CFOKevin Steinke - Managing Director Operator Good afternoon, everyone, and thank you for participating in today's conference call to discuss HireQuest's financial results for the First Quarter ended 03/31/2025. At this time, all participants are in a listen only mode. A question and answer session will follow the formal pres ...
Lanvin Group(LANV) - 2024 Q4 - Earnings Call Transcript
2025-04-30 12:00
Financial Data and Key Metrics Changes - Preliminary revenue for 2024 was €328,000,000, a decrease of 23% compared to 2023 [2] Business Line Data and Key Metrics Changes - Revenue for the flagship brand Lanvin declined by 26% from €112,000,000 in 2023 to €83,000,000 in 2024, driven by a global slowdown in luxury demand and changing consumer preferences [4] Market Data and Key Metrics Changes - Wholesale revenue fell by 32%, attributed to a weak market for retailers and specialty stores [4] Company Strategy and Development Direction - The company aims to focus on driving growth and enhancing operational efficiency across its brands as it looks ahead to 2025 [3] Management's Comments on Operating Environment and Future Outlook - The luxury fashion industry faced a challenging year in 2024 due to macroeconomic headwinds and a softer market environment, particularly impacting consumer segments in Greater China and the wholesale channel [2] Other Important Information - The conference call was recorded, and participants were in a listen-only mode during the presentation [1] Q&A Session Summary No questions were asked during the Q&A session, which concluded the conference call [5]
开云集团一季度收入下滑14%,奢侈品为啥跌个不停?
3 6 Ke· 2025-04-29 03:55
说起世界各大奢侈品巨头,开云集团无疑在其中扮演着非常重要的角色,然而就在最近开云集团一季度收入下滑14%的消息传来了,面对着这种 跌跌不休的成绩单,这其中的逻辑我们到底该怎么分析呢? 近期开云集团公布的 2025 年第一季度财报数据却令人咋舌,如此大规模的下滑并且还是持续的,这到底是怎么回事? 一、开云集团一季度收入下滑14%? 据中新经纬的报道,受Gucci销售额大降影响,开云集团第一季度收入下滑14%至39亿欧元。 法新社报道称,开云集团一直在努力扭转Gucci的局面,Gucci占集团销售额的一半,但今年前三个月的销售额比去年同期下降了24%。 报道指出,2024年Gucci的销售额总体下降23%,导致开云集团净利润急剧下降至11.3亿欧元,该集团还旗下还拥有Yves Saint Laurent、Bottega Veneta和 Balenciaga等品牌。 开云集团首席执行官弗朗索瓦-亨利·皮诺(Francois-Henri Pinault)在一份声明中表示,"正如我们预期的那样,开云集团今年的开局很艰难。"他补充指出"我们 正在提高警惕,以应对我们行业面临的宏经济逆风"。 报道提到,皮诺今年早些时候表示 ...
1 Wall Street Analyst Thinks Apple Is Going to $254. Is It a Buy Around $200?
The Motley Fool· 2025-04-27 10:15
Apple (AAPL 0.41%) is one of the most dominant companies in the world, and the world's most valuable brand, according to several research outlets.However, the company is far from immune from the current turbulence around tariffs and the broader macroeconomic headwinds. Much of Apple's components come from China, and the company was granted a tariff exemption by President Donald Trump. However, China is also a major consumer market for the company, and a weakening Chinese economy or backlash against U.S. bra ...
Is Now the Time to Buy the 3 Worst-Performing Stocks in the S&P 500 This Year?
The Motley Fool· 2025-04-02 01:05
Group 1: Market Overview - The S&P 500 index is down approximately 5% at the start of 2025, indicating investor concerns about the economy [1] - Stocks are experiencing a significant decline, reflecting broader economic worries [1] Group 2: Deckers Outdoor - Deckers Outdoor is the worst-performing stock on the S&P 500, down 46% [3] - The company reported a 17% revenue growth in Q4 2024, with net sales of $1.8 billion, but analysts were not satisfied with its guidance projecting 15% growth for the current year [3][4] - The stock was previously trading at over 35 times its trailing earnings but has since dropped to about 18 times [4] - Economic uncertainties, including trade wars and tariffs, pose risks to Deckers' business, and there is potential for guidance cuts [5] Group 3: Tesla - Tesla is the second worst-performing stock, down 38%, facing challenges due to questionable growth prospects and controversies surrounding CEO Elon Musk [6] - The company's automotive revenue fell by 8% in Q4, totaling $19.8 billion, with profits declining by 71% year over year to $2.3 billion [7] - Tesla's stock is trading at over 90 times its estimated future earnings, indicating it remains highly expensive with potential for further decline [8] Group 4: On Semiconductor - On Semiconductor is the third worst-performing stock, down 36%, primarily affected by economic headwinds in the automotive sector [9] - The company reported sales of $7.1 billion in 2024, a 14% decline year over year, suggesting a challenging recovery ahead [10] - On Semiconductor trades at a relatively modest valuation of 16 times next year's estimated earnings, presenting a potential long-term buying opportunity [10][11] - The long-term growth prospects for semiconductor companies are significant, with On Semiconductor's stock at multiyear lows, indicating potential for future recovery [11]