Big week ahead for retail and retail earnings. You get Home Depot results tomorrow. You get Target and Lowe's on Wednesday. You get Walmart on Thursday.And it is possible that we are going to see some of the impact of tariffs on the numbers. Cy Riot is here now to talk about how tariffs could influence margins on based on the accounting methods of each company. I know.Is that where we are now. >> That is where we are. This is important because three of the four that you mentioned actually use the type of ac ...

Corporate America’s effort to boost margins and sustain US stock gains faces a key hurdle: a widening gap between consumer and producer prices, compounded by tariff uncertainties https://t.co/BfPDQvKwJV ...

Yesterday's headlines, just modestly higher inflation from tariffs. Steve's going to dig deeper into it, but I just want to have a conversation with you before you you wrote something out. We've been crunching some numbers.You can do that in a sec. Can I read something to you. >> You got something. What do you got.>> So, this is what we were trying to say yesterday that and I think this is good. And then I want to ask you what it would really take for the Fed. The lack of a more alarming acceleration in pri ...

If you're a founder and you get access to, you know, relatively cheap private capital and you could do a trade-off between margins and distributions and it's land grab time, what would you do. And the argument is the incremental user, someone you can monetize forever down the road and then if you don't get that user during lime, you could never monetize it. The rational business decision is to sacrifice margin for distribution. It's just the rational business decision. ...

Investment Recommendation - Seaport Research Partners upgrades Taylor Morrison and Toll Brothers to "buy" from "neutral," suggesting that the builders' stocks have already priced in much of the negative news and now offer potential upside [1] - The home building analyst believes that the current market sentiment is no longer at the "really bad part" [2] - The stocks have underperformed the market by roughly 40% from their prior peaks, which historically has only led to further downside in the worst housing cycles, a tail risk not currently seen as in play [7][8] Market Dynamics & Strategy - The strategy involves getting into the builders' stocks when the sentiment is bad and exiting when the sentiment is really good [2] - The firm had been short on the group from August until March, when they began rotating half of their stocks to "buy" [2] - Larger, more entry-level builders were initially favored due to concerns around the discretionary buyer and market volatility [6] Florida Housing Market - Florida and Texas previously drove outsized margins for builders [4] - Excess supply is more pronounced in Florida, particularly with HOAs and condo issues, making it the most difficult margin market for home builders [5] - Public builders have been pulling down their inventory by roughly 7% in the first quarter year-over-year, while census data shows an increase of upwards of 10%, indicating a divergence [9] - The Florida market will continue to face margin pressure due to ongoing supply [8] Financial Performance & Outlook - Taylor Morrison derives roughly 35-4% of their profits from Florida, which was a previous concern [6] - Fundamentals are seen as stabilizing, with order declines lessening [7] - While earnings are still expected to be under pressure into next year due to lower volume, the valuation should be expanding, consistent with cyclical industries [10][11]

General Motors out with second quarter results and Philau joins us with those numbers right now. Good morning, Phil. Good morning, Becky.Let's take a look at shares of General Motors under a little bit of pressure after posting a Q2 uh earnings that beat the street. Also, revenue better than expected, but that's really not the main thing that the uh investor community is focused on. It's really what's the impact of tariffs on margins.We'll talk about that in a bit. Earning 253 a share versus the street at 2 ...

Joining us here at Post 9 this morning is Barkclay's head of US equity strategy Venu Krishna. It's always good to have you in Venu. Welcome.Thank you. What do you what do you mean by material. Well, so far we haven't seen the impact of tariffs and if you recollect compared to the beginning of the year, the reason we cut our numbers by roughly $10 for S&P is that we felt that uh tariffs are here to stay.What we're debating is the magnitude and what areas are impacted and net that we in our view has about a $ ...

You mentioned the other leg of the stool which is trade uh very much in focus now on the the framework that President Trump announced on Vietnam yesterday. I'm curious if you could tell us a little bit more about that. Has Vietnam agreed to it and those 20% tariffs where they send it over to us.Is that on top of the 10% tariffs that we already have. No, it it it's not stacked on top of the 10%. That that that's the reciprocal rate, right.So this would just be 20% tariffs that that would goods coming from Vi ...

Auto suppliers are veering towards a future of lower margins and dwindling profits. Can they turn things around? https://t.co/Yoo8pltSZl ...

Group 1 - Nike is a highly debated stock this year, alongside companies like Hershey, Starbucks, and Intel [1] - The focus is on long-term growth and dividend growth investing, emphasizing the importance of profitability over low valuation [1] - Key metrics for evaluation include margins, free cash flow stability and growth, and returns on invested capital [1] Group 2 - The analysis is based on research within specific areas of competence, with a preference for high-quality companies [1]