RT Axel Bitblaze 🪓 (@Axel_bitblaze69)Looks like @bonk_fun is quietly gaining back its market share..The Project Wings initiative with $WLFI and Raydium changed everything.Since Sept 14 (day before the partnership):▸ Market share: 5.5% → 15.5%▸ Daily revenue: $20K → $200K▸ Daily volume: $8.6M → $20MThat's a significant jump in core metrics imo.Meanwhile, USD1 on Raydium has done over $4B in transfer volume, with 95%+ of USD1 liquidity concentrated there.Since the USD1 partnership is exclusive to Bonkfun, a g ...

OPEC+ may fast-track supply hikes of 500,000 barrels a day in three months to regain market share, a delegate says https://t.co/YuSwdvfEal ...

Core Viewpoint - The company is experiencing a turnaround, but the current valuation may limit upside potential, necessitating quicker improvements to see share price increases [2][4]. Valuation Concerns - Shares are trading at approximately 40 times next 12-month earnings and 30 times earnings for two years out, raising concerns about valuation [2]. - The risk is perceived to be on the downside unless there is a significant earnings beat and positive guidance [5]. Guidance Importance - Guidance is crucial, especially as it pertains to the upcoming holiday season, which is a key period for sales [3]. - Expectations for earnings next year are around $250 million, with potential upside if earnings exceed this significantly [5]. Market Share and Competition - The company is not currently gaining market share from competitors like Hoka or OnQ, but there are expectations for future gains [4]. - The company has a global business model, with only 44% of sales coming from North America, providing some insulation from tariff impacts [4].

Apple’s recent launch of the iPhone 17 lineup and its making headlines made record-breaking pre-orders in China and a surge in production, according to CNBC. But for investors, it’s not just the specs and sleek design turning heads; this launch could signal important shifts in Apple’s growth and revenue. Therefore, it is important for stockholders to understand the bigger picture. Trending Now: Self-Made Millionaires Suggest 5 Stocks You Should Never Sell For You: 3 Reasons Retired Boomers Shouldn't Give T ...

Core Viewpoint - OPEC+ is expected to approve an oil production increase of at least 137,000 barrels per day in response to rising oil prices and the desire to regain market share [1] Group 1 - The upcoming OPEC+ meeting is scheduled for next Sunday [1] - The decision to increase production is influenced by the current trend of rising oil prices [1] - Sources indicate that the group aims to further regain market share through this production increase [1]

I last wrote about crude oil on Barchart on August 14, where I concluded: Crude oil is leaning lower in August 2025, with the odds of a challenge to the 2025 lows rising. However, the volatile Middle East could turn the bear into a bull in the blink of an eye. Trading in crude oil rather than investing, could be optimal over the coming weeks and months. The August 15 meeting between Presidents Trump and Putin could cause significant price volatility in the crude oil market.   The nearby November NYMEX cr ...

Financial Data and Key Metrics Changes - Net sales for Q1 FY 2026 were $50.7 million, down from $56.5 million in the prior year, primarily due to market softness and tariff-related shipment pauses [21] - Gross profit increased to $7.2 million (14.3% of sales) from $5.1 million (9% of sales) year-over-year, reflecting a 530 basis point improvement driven by restructuring benefits [21] - Operating income for the quarter was $1.6 million, compared to a loss of $6.9 million in the prior year [21] - Net loss was $231,000 ($0.02 per diluted share), significantly improved from a net loss of $7.3 million ($0.58 per diluted share) in the prior year [22] Business Line Data and Key Metrics Changes - Bedding segment sales were $28 million, flat compared to the previous year, with gross profit improving to $2.9 million (10.5% of sales) from a loss of $326,000 (-1.2% of sales) [24] - Upholstery segment sales decreased by approximately 20% to $22.6 million from $28.5 million, with gross profit at $4.3 million (18.9% of sales), down from $5.5 million (19.4% of sales) [25][26] Market Data and Key Metrics Changes - The home furnishings industry remains in a down cycle, but analysts suggest that mattress demand may be close to bottoming out, with potential for recovery driven by product replacement and household formation [8][9] - The upholstery segment faced challenges due to high tariffs on imports from China, which temporarily halted shipments and impacted sales [11][12] Company Strategy and Development Direction - The company is focused on restructuring and integration initiatives to improve operating efficiency and profitability, with expectations for sequential sales growth throughout FY 2026 [31] - Project Blaze aims to unify operations and share resources across divisions, enhancing overall operational efficiency [16] - The company is strategically positioned to capitalize on market recovery by maintaining capacity and leveraging competitive advantages in supply chain management [19][44] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the ongoing challenges from tariffs and market conditions but expresses confidence in the company's ability to navigate these issues and improve profitability [9][31] - The company anticipates sequential growth in sales and adjusted EBITDA results moving towards breakeven or slightly positive for Q2 FY 2026 [31] - Management emphasizes the importance of maintaining flexibility in operations to adapt to changing market demands [43] Other Important Information - The effective income tax rate for Q1 FY 2026 was 120.3%, influenced by the gain on the sale of the Canadian manufacturing facility [23] - The company reported $11.1 million in cash and $18.1 million in outstanding debt, maintaining a net debt position of $7.1 million [26][28] Q&A Session Summary Question: Are all known tariff impacts accounted for in your initiatives? - Management believes they can take tariffs off the immediate worry list, having adjusted pricing and operations to manage the current environment effectively [35] Question: What is the pricing elasticity in the current market? - Management acknowledges the competitive nature of the business but is working to pass through necessary price increases to cover tariffs and improve margins [37] Question: How far along is the realization of the $18 million in initiatives? - Management indicates that the $10-$11 million from the previous year's restructuring is fully implemented, while other initiatives will impact the back half of FY 2026 [38][39] Question: How does the current market dip compare to past downturns? - Management notes that while down cycles are common, the current period has been prolonged, but they remain confident in a market recovery [40][42] Question: Will the company be able to meet demand if it turns? - Management asserts that they have not limited capacity and can grow as needed, leveraging existing resources to meet potential demand increases [43][44] Question: What is the estimated market value of real estate and the future use of NOLs? - The net book value of the real estate is approximately $12 million, with an estimated market value of $40-$45 million, while NOLs will provide future tax benefits once profitability is achieved [45][46]

Financial Data and Key Metrics Changes - First quarter sales were $85.1 million, reflecting a year-over-year decrease of $3.3 million or 3.7% [14] - EBITDA for the quarter was $8 million, indicating robust demand despite a seasonal slowdown [5] - Gross margin was 25.9%, down 1.5% from the prior year due to lower production absorption and tariffs [15] - The company reported a net loss of $3.4 million, translating to a loss of $0.08 per share [15] Business Line Data and Key Metrics Changes - Handgun shipments increased over 35% year-on-year, while long gun shipments decreased by 28.1% [5][6] - Average selling prices (ASPs) for handguns declined by 4%, and long guns saw a 13% decrease due to market conditions [6] - New products accounted for 37.3% of sales in the first quarter, highlighting the importance of innovation [9] Market Data and Key Metrics Changes - The market is viewed as relatively "normal" with cyclical trends and traditional seasonality [7] - Distributor inventory levels were down more than 13,000 units compared to the end of fiscal 2025, indicating strong retail demand [9] - The company expects a significant sales increase in the second quarter, projecting sales to be 3% to 5% below Q2 fiscal 2025 [17] Company Strategy and Development Direction - Innovation is a cornerstone of the company's strategy, with a strong pipeline of new products planned [9] - The company is investing in its facilities and enhancing brand support initiatives [10] - The reopening of the Smith & Wesson Academy aims to provide training for law enforcement and consumers, enhancing brand loyalty [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about maintaining or expanding market share despite macroeconomic challenges [17] - The company anticipates a normal seasonal environment for the second quarter, with no significant inventory impact expected [17] - Gross margin for Q2 is expected to align with Q1 levels, with operating expenses projected to increase by 20% [18] Other Important Information - Cash used in operations was $8.1 million, significantly lower than the prior year due to a net working capital decrease [16] - The board authorized a quarterly dividend of $0.13, with payment scheduled for October 2 [17] Q&A Session Summary Question: ASPs in handgun and long gun markets - Management is pleased with ASPs and expects to maintain or increase them as the busy season approaches [20] Question: Opportunities in long gun business - The company is expanding its lever-action product line and exploring new market segments [22] Question: Impact of regulatory changes on NFA items - There is pent-up demand in the suppressor market, which is expected to grow with upcoming regulatory changes [23] Question: Performance of legacy products - Legacy products performed well, with the company gaining market share and focusing on inventory management [26][27] Question: Promotional activity in the back half of the year - Management does not foresee a need for increased promotional activity, expecting ASPs to hold steady [28][29]

Key Takeaways from the Conference Call Industry Overview - The report focuses on the **China Express** industry, specifically analyzing the performance of major players in the express delivery market for July 2025 [1][6]. Market Share and Volume - **SF Express** led the market with a **34% YoY volume growth**, followed by **YTO Express** at **21% YoY**. In contrast, **STO Express** and **Yunda** experienced lower growth rates of **12%** and **8% YoY**, respectively, resulting in a loss of market share of **0.4ppt** and **0.9ppt** [2][11]. - **Yunda** continues to lag behind **STO** in both volume and revenue metrics [11]. Revenue Performance - **SF Express** achieved a **15% YoY growth** in domestic express revenue, outperforming **YTO** and **STO**, which recorded **12%** and **10% YoY growth**, respectively. **Yunda** underperformed with only **4% YoY revenue growth**, significantly below the industry average of **9% YoY** [3][11]. - Total revenue for **SF Express** grew by **10% YoY**, despite a **3% YoY drop** in international and supply chain revenue due to trade tensions and declining shipping rates [3]. Average Selling Price (ASP) Trends - The ASP for **SF Express** dropped by **14% YoY** in July, with **YTO** seeing a **7%** decrease, **Yunda** at **4%**, and **STO** at **2%**. **Yunda** maintained the lowest ASP among its peers [4][11]. - On a month-over-month basis, **SF** and **STO** both saw a **1%** decline in ASP, while **YTO** reached a new low in July [4]. Financial Metrics Summary (July 2025) | Metric | SF | Yunda | STO | YTO | Industry | | --- | --- | --- | --- | --- | --- | | Revenue (Rmb mn) | 18,657 | 4,120 | 4,287 | 5,371 | 120,640 | | YoY Revenue Growth | 15.0% | 3.8% | 10.0% | 12.1% | 8.9% | | Volume (mn) | 1,377 | 2,162 | 2,181 | 2,583 | 16,400 | | YoY Volume Growth | 33.7% | 7.6% | 11.9% | 20.8% | 15.1% | | Market Share | 8.4% | 13.2% | 13.3% | 15.8% | nm | | YoY Market Share Change | 1.2ppt | -0.9ppt | -0.4ppt | 0.8ppt | nm | | ASP (Rmb) | 13.55 | 1.91 | 1.97 | 2.08 | 7.36 | | YoY ASP Change | -14.0% | -3.5% | -1.5% | -7.2% | -5.3% | | MoM ASP Change | -0.9% | -0.2% | -1.1% | -1.2% | -1.7% | [5] Additional Insights - The overall market dynamics indicate that smaller players like **STO** and **Yunda** are struggling to maintain their market positions, while **SF Express** continues to show robust growth despite external challenges [11]. - The decline in ASP across all players suggests a competitive pricing environment, particularly for **YTO**, which is aggressively pursuing market share [11]. Conclusion - The express delivery market in China is characterized by significant growth for leading players like **SF Express**, while smaller competitors face challenges in maintaining market share and revenue growth. The competitive landscape is intensifying, with pricing strategies playing a crucial role in market dynamics [11].

Financial Data and Key Metrics Changes - Global net revenue for Q2 2025 was $69.4 million, a 4% increase compared to 2024, driven by the successful launch of Evolisse and international revenue growth [28] - Reported gross margin for Q2 was 65.3%, with adjusted gross margin at 66.5%, impacted by a higher mix of international sales and introductory pricing for Evolisse [28][29] - GAAP operating expenses for Q2 were $55.5 million, down from $61.8 million in Q1, while non-GAAP operating expenses were $54 million compared to $52.9 million in Q1 [30][31] - Non-GAAP operating loss in Q2 was $7.9 million, compared to non-GAAP operating income of $1.1 million in 2024 [31] Business Line Data and Key Metrics Changes - Jeuveau experienced its first year-over-year decrease since launch, reflecting a decline in consumer sentiment and procedural volumes in the U.S. aesthetic toxin market [6][8] - Evolisse generated $9.7 million in revenue in its first quarter, marking the strongest first-quarter filler launch in over a decade [18] - The company maintained a 14% market share in the toxin market through the first half of the year, an increase from 13% in 2024 [15] Market Data and Key Metrics Changes - Procedural volumes in the U.S. toxin category have decreased over the past three consecutive quarters, with a notable impact on Jeuveau demand in Q2 [8][10] - Surveys indicated a potential rebound in patient volume in the second half of the year, with a majority of practices expecting growth of over 10% [9] Company Strategy and Development Direction - The company revised its 2025 revenue guidance to a range of $295 million to $305 million, reflecting 11% to 15% growth over 2024 [11][34] - Evolisse is expected to contribute 10% to 12% of total revenue for 2025, with a focus on maintaining long-term growth and profitability [20][34] - The company aims to achieve $700 million in revenue by 2028, with a non-GAAP operating income margin of 20% [33][34] Management's Comments on Operating Environment and Future Outlook - Management noted that the market environment has been challenging, with a significant slowdown in demand observed in the last two weeks of Q2 [6][10] - Despite the challenges, management expressed confidence in the company's ability to deliver sustainable growth, supported by strong early adoption of Evolisse and ongoing international expansion [21][90] Other Important Information - The company has implemented strategic reductions in operating expenses, resulting in over $25 million in annualized savings, while maintaining investment in customer-facing activities [13][34] - Evolus Rewards program saw record redemptions of over $224,000, with 65% coming from repeat patients, indicating strong brand loyalty [16] Q&A Session Summary Question: What dynamics are being seen regarding reduced demand? - Management indicated that procedural demand declined in the high single digits, with the slowdown not driven by competitive dynamics but rather overall market conditions [36][38] Question: What was the impact of inventory buying on recorded revenue? - Management suggested that the initial revenue from Evolisse included both stocking and pull-through elements, making it difficult to quantify precisely [40] Question: How do you explain the improvement seen in July? - Management noted a significant shift in business in July, correlating with internal and third-party research indicating a potential rebound [41] Question: What are the expectations for toxin demand trends? - Management highlighted that overall procedural volume did slow in the first half of the year, with some competitors experiencing significant declines [51] Question: What promotional activities are planned for Q4? - Management mentioned adjustments to promotional strategies to help practices with pull-through, including collaborations with beauty magazines [54] Question: What is driving the current consumer sentiment? - Management noted that consumers earning $150,000 or less are feeling the pinch from increased prices and tariffs, impacting their spending on aesthetic treatments [67] Question: How does the company plan to achieve its 2028 targets? - Management reiterated confidence in reaching the $700 million target, emphasizing that the revised guidance does not change the long-term outlook [87]