LuxExperience in the second fiscal quarter demonstrated top-line growth and improved profitability for the first time since the company was formed through Mytheresa’s acquisition of Yoox Net-a-porter. “The turnaround has started and it’s really the result of cost cutting,” Michael Kliger, chief executive officer of LuxExperience, told WWD. “In the aggregate, we are growing and we are profitable, which we believe is a big achievement knowing that we bought businesses that were money-losing.” More from WWD ...

Core Viewpoint - United Parcel Service (UPS) is undergoing a turnaround, with recent quarterly earnings suggesting potential for improvement despite mixed results [1][5]. Financial Performance - In Q4 2025, UPS reported total revenue of $24.5 billion, a decline of 3.2% from $25.3 billion in Q4 2024 [4]. - Total operating earnings fell to $2.6 billion, down 12% from $2.9 billion year-over-year [4]. - Adjusted earnings per share (EPS) decreased by 13.5% to $2.38 from $2.75 in the previous year [4]. Dividend Information - UPS maintained its quarterly cash dividend at $1.64 per share, ending a 16-year streak of dividend growth [4]. - The current dividend yield stands at 6.2%, which is seen as a positive sign amidst concerns of potential cuts [7]. Future Outlook - UPS's guidance for 2026 projects revenue of $89.7 billion, surpassing analysts' estimates of $88 billion [7]. - The company anticipates an operating margin of 9.6%, translating to operating profits of $8.6 billion, a 9.3% improvement from 2025 [7]. - Long-term earnings estimates suggest EPS could reach $8.11 by 2027, with current trading at approximately 14 times forward earnings [9]. Market Reaction - Despite the lackluster performance, UPS exceeded Wall Street's expectations, which anticipated revenue of $24 billion and EPS of $2.20 [6]. - The stock price has increased from $82 to $110, indicating potential for further gains [8].

Tinder parent Match Group forecast first-quarter revenue above estimates, signaling early gains from its turnaround push, sending its shares up about 12% in extended trading. ...

Core Viewpoint - Gotham City Research issued a short report alleging that Carvana overstated its earnings by more than $1 billion for 2023-2024, leading to a significant drop in its stock price [1][3][4]. Group 1: Allegations and Financial Concerns - Gotham accused Carvana of accounting irregularities and undisclosed related-party transactions, particularly involving entities controlled by the CEO's father [3]. - The report claimed that Carvana manipulates its financials to inflate adjusted EBITDA and questioned the integrity of its reported $550 million net income over the past two years [4]. - Gotham predicted a delayed annual 10-K filing and potential financial restatements, raising concerns about the company's financial reporting [4]. Group 2: Market Response and Analyst Opinions - Despite the short report's impact, Carvana's stock remains up approximately 40% compared to its November low, indicating some resilience [2]. - Analysts from JPMorgan raised their price target for Carvana to $510, viewing the short-seller's claims as outdated and maintaining a bullish outlook on the company [6]. - Carvana's operational efficiency and vertical integration are highlighted as key strengths, suggesting a long-term growth potential with expected revenue growth of 30% this year [5][6]. Group 3: Technical Indicators - Carvana's stock bounced from its 100-day moving average, reinforcing the broader uptrend in its stock performance [7]. - Wall Street analysts continue to support Carvana as a 'Buy' despite the negative short report, indicating confidence in the company's long-term prospects [8].

The Allstate Corporation ( ALL ) has already pulled off an impressive turnaround in 2023-24. Allstate has been benefiting from sustainably higher premiums and stronger expense control. While some of the earnings rebound is structural and sustainable, some aspectsI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a ...

Starbucks (SBUX) posted its first quarter of North America and US same-store sales growth in two years on Wednesday as the company continues its turnaround efforts under CEO Brian Niccol. In its fiscal first quarter ended Dec. 28, Starbucks reported US and North America same-store sales rose 4%, topping estimates for a 2% rise. The increase was driven by a 3% increase in comparable transactions and a 1% increase in the average ticket. "It is clear from our top line results that are back to Starbucks pla ...

Core Viewpoint - Volkswagen CEO Oliver Blume is under pressure to address declining performance in China and to close the technological gap with competitors, which are seen as critical for the company's successful transformation [1] Group 1: Challenges in China - The company is experiencing a significant decline in its market share in China, which is a crucial market for its growth strategy [1] - Investors are concerned about the ability of the CEO to reverse this trend and regain competitiveness in the Chinese automotive market [1] Group 2: Technological Advancements - There is a pressing need for Volkswagen to enhance its technological capabilities to keep pace with rivals in the automotive industry [1] - Closing the tech gap is viewed as essential for the company's long-term success and sustainability in a rapidly evolving market [1]

Key Points Starbucks' comparable-store sales trends have been improving. The company's earnings and operating margin declined sharply year over year in the most recent quarter. At around 40 times forward earnings, a successful turnaround may already be priced in. 10 stocks we like better than Starbucks › Starbucks (NASDAQ: SBUX) is up about 14% year to date as of this writing -- a sharp move for a coffeehouse chain that spent much of the last year working through slower traffic and cost pressure. ...

Core Viewpoint - Boeing Co. shares have recovered from significant losses following a midair incident in January 2024, indicating growing investor confidence in the company's turnaround under CEO Kelly Ortberg [1] Group 1: Stock Performance - The stock rose 0.5% on Tuesday, closing at $249, the same price it was at before the January incident [2] - Following the incident, Boeing's stock tumbled as much as 45% over the next 15 months [2] - The stock experienced a 15% increase in December, marking its best month in two years, after the company projected a return to cash generation in 2026 [6] Group 2: Company Recovery and Management - The new leadership has stabilized Boeing's business and is on track for recovery, with expectations of the first annual profit in seven years by 2026 [3] - Investors have responded positively to management's decisions, particularly due to strong orders and a shift to positive quarterly free cash flow [4] Group 3: Production and Regulatory Developments - Boeing is increasing production of the 737 while addressing manufacturing quality issues and improving workplace culture [5] - US regulators have allowed Boeing to raise its 737 output to 42 planes per month, lifting a previous cap of 38 per month imposed after the January incident [5] Group 4: Market Position - Boeing has outperformed rival Airbus SE in jet sales for the first time since 2018, reflecting strong demand in the market [6]

Core Viewpoint - Peloton Interactive has experienced significant challenges post-COVID-19, transitioning from a pandemic-driven growth phase to a struggle for stability and growth in a normalized economy [1][2]. Financial Performance - Peloton reported positive GAAP net income in the last two fiscal quarters (Q4 2025 and Q1 2026), a notable improvement given its history of substantial net losses [3]. - The company has returned to gross profitability in its hardware sales after previously posting negative gross margins in fiscal 2022 and 2023, with 72% of revenue now derived from high-margin subscriptions [3]. Cost Management - Operational efficiencies have been achieved through workforce reductions, a smaller retail footprint, and decreased product development spending, aiming for $100 million in savings this fiscal year [4]. - However, these cost-cutting measures may not be sufficient for long-term growth, indicating a need for Peloton to find new avenues for revenue generation [4]. Subscriber Trends - Connected-fitness subscribers decreased to 2.7 million as of September 30, reflecting a 6% year-over-year decline, with analysts forecasting a revenue decline of 0.5% between fiscal 2025 and fiscal 2026 [5]. Market Position and Valuation - Peloton's stock trades at a price-to-sales ratio of 1.1, near historically low levels, which some investors may view as a long-term opportunity in the fitness industry [7]. - However, the company is perceived as a high-risk turnaround story, with skepticism about its ability to regain subscriber growth amidst intense competition and changing consumer preferences [8][9]. Competitive Landscape - The fitness market is challenging, with consumers often attracted to new trends and free online workout content, limiting the target market for high-priced exercise equipment [9].