But some stocks haven't felt that bullishness. The three biggest losers in the index at the halfway point of the year are Deckers Outdoor (DECK 2.20%), Enphase Energy (ENPH 3.13%), and UnitedHealth Group (UNH 4.46%). Here's a look at how much these stocks were down as of the end of June, why they've been struggling, and whether they're good buys right now. Deckers Outdoor: Down 49% in the first half of 2025 Despite generating decent growth numbers this year, footwear company Deckers Outdoor is the S&P 500's ...

US President Donald Trump's trade policies and escalating tensions between the US and China have underscored the vulnerability of Vietnam's economy. Hanoi's recent economic success has been driven primarily by exports to the US and surging investments from companies fleeing China. However, its China plus one success has backfired as Trump takes issue with trading partners with large surpluses with the US.Vietnam has the third largest surplus after China and Mexico, and it was hit with a 46% tariff rate on T ...

Key Takeaways SFM, URBN, COST and BJ are well-positioned despite a drop in U.S. consumer confidence in June. SFM's growth is fueled by innovation, pricing strategy, store expansion and private label momentum. URBN leverages digital growth, brand strength and operational agility to drive profitability.U.S. consumer sentiment declined in June, reflecting rising concerns over job concerns and broader economic challenges. The Conference Board's Consumer Confidence Index dipped by 5.4 points to 93.0, down from ...

Resurgent US inflation could unfold as the world economy reels from Donald Trump’s disruptive trade policies, BIS warned https://t.co/29hUyl1QvJ ...

Market Overview - Wall Street experienced a significant rally in May, driven by expectations of a U.S.-China trade deal and delays in tariff imposition by the Trump administration on the European Union, which boosted confidence in equities [1] - The market rally is expected to continue in June, supported by declining inflation rates, with the personal consumption expenditures price index rising only 0.1% month-over-month and 2.1% year-over-year, marking its lowest level since 2025 [4] Recommended Growth Stocks - Five growth stocks are recommended for June, all of which have shown double-digit returns in the last month and possess a favorable Zacks Rank [2][3] - The recommended stocks are AppLovin Corp. (APP), Amphenol Corp. (APH), Intuit Inc. (INTU), Carvana Co. (CVNA), and Stantec Inc. (STN), each with a Zacks Rank 1 (Strong Buy) and a Growth Score of A or B [3] AppLovin Corp. (APP) - AppLovin is focused on enhancing marketing and monetization for mobile app developers through its software-based platform [7] - The company reported strong fundamentals, with an expected revenue growth rate of 24.3% and earnings growth of 85.2% for the current year, driven by its AI-powered AXON 2.0 technology [10][9] Amphenol Corp. (APH) - Amphenol provides connectivity solutions utilizing AI and machine learning technologies, with a diversified business model that supports growth across various sectors [11][12] - The company anticipates a revenue growth rate of 32.3% and earnings growth of 40.7% for the current year, bolstered by increased defense spending and the Andrew acquisition [13] Intuit Inc. (INTU) - Intuit benefits from steady revenues across its Online Ecosystem and Desktop business segments, with strong performance in its Credit Karma and cloud-based services [14][15] - The expected revenue growth rate for Intuit is 14.8%, with earnings growth projected at 18% for the current year [17] Carvana Co. (CVNA) - Carvana's acquisition of ADESA's U.S. operations has enhanced its logistics and auction capabilities, positioning it for significant growth in the used car market [18] - The company expects a revenue growth rate of 31.4% and more than 100% earnings growth for the current year, with a focus on improving operational efficiency [20] Stantec Inc. (STN) - Stantec provides a range of professional consulting services in planning, engineering, and environmental sciences, focusing on infrastructure and facilities projects [22][23] - The expected revenue growth rate for Stantec is 11.1%, with earnings growth projected at 18.6% for the current year [24]

USA | Multi-Industrials Tracking Global Industrial Indicators In this note, we review recent manufacturing data points from across the globe. Bottom Line. Sentiment indicators took a step down with results suggesting some pre-buying activity and a high level of uncertainty. Companies also pointed to tariff-related uncertainty during earnings, but suggested very limited pre-buy activity (if any) with mostly better than expected 1Q results. Mgmt. teams largely expect to mitigate current tariffs through a comb ...

Clarus (CLAR) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Matthew Berkowitz - Managing DirectorWarren Kanders - Executive ChairmanNeil Fiske - President - Black Diamond EquipmentMichael Yates - CFOPeter McGoldrick - Vice PresidentJoseph Gonzalez - Equity Research Associate Conference Call Participants Mark Smith - Senior Research AnalystAnna Glaessgen - Senior Research Analyst Operator Good afternoon, everyone, and thank you for participating in today's conference call to discuss Cla ...

Clarus (CLAR) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good afternoon, everyone, and thank you for participating in today's conference call to discuss Clarus Corporation's financial results for the first quarter ended 03/31/2025. Joining us today are Clarus Corporation's Executive Chairman, Warren Kanders CFO, Mike Yates President of Black Diamond Equipment, Neil Fisk and the company's External Director of Investor Relations, Matt Berkowitz. Following the remarks, we'll open the call for your ...

Sealed Air (SEE) Q1 2025 Earnings Call May 06, 2025 10:00 AM ET Company Participants Mark Stone - VP - Investor RelationsDustin Semach - President & CEOVeronika Johnson - Interim CFOGeorge Staphos - Managing DirectorPhilip Ng - Managing DirectorMichael Roxland - MD - Equity ResearchJosh Spector - Executive DirectorStefan Diaz - Vice President, Equity Research Conference Call Participants Ghansham Panjabi - Senior Research AnalystMatthew Roberts - Equity Research AnalystJeff Zekauskas - AnalystGabe Hajde - A ...

Sealed Air (SEE) Q1 2025 Earnings Call May 06, 2025 10:00 AM ET Speaker0 Good day, and thank you for standing by. Welcome to the Sealed Air Q1 twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please ...