In this photo illustration the Estee Lauder Companies Inc. logo seen displayed on a smartphone with Estee Lauder Companies Inc. logo in the background.Estée Lauder said Thursday it's expecting a $100 million hit to its full-year profitability because of tariff impacts. The beauty company's stock tumbled more than 20% in midday trading.The company is currently in the midst of a turnaround plan, dubbed "Beauty Reimagined," that's expected to cost between $1.2 billion and $1.6 billion and is aimed at revitaliz ...

Core Insights - The Swedish fast-fashion retailer reported a quarterly earnings beat, indicating strong financial performance driven by well-received collections and effective cost management [1] Company Performance - The company experienced a boost in profit due to successful product collections and tight control over costs [1]

The turnaround plans are starting to really take a whole take a hold right now and results really improved, rising, you know, 4% systemwide, same store sales, U.S. as well. China was up 7%. You know, here in the U.S., it's, you know, mainly about better operations.Right. They rolled out new operating standards late last year and that they seem to be really boosting the speed of service, which is creating happier customers that come back more frequently. Right.Some food innovation, including protein, cold fo ...

You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Starbucks has reported positive same-store sales for the second quarter in a row as the long-term view of CEO Brian Niccol’s comeback plan comes into focus. The coffee chain saw a 4% increase in same-store sales both globally and in its North America division for the first quarter ended Dec. 28, driven mainly by transactions growth, which has been a challenge for the company in the past.  Niccol noted during the Q1 ...

Starbucks reported strong fiscal first quarter as holiday drinks and a viral bear cup helped drive sales.Same-store sales – or sales at locations open at least a year – rose 4% for the October-December period.That was higher than the 2.3% that Wall Street was expecting, according to analysts polled by FactSet. 4 Starbucks Chairman and CEO Brian Niccol said the results were evidence that the company’s turnaround plan is taking hold. via REUTERSSame-store sales in the US were also up 4%, with a 3% increase ...

This story was originally published on CX Dive. To receive daily news and insights, subscribe to our free daily CX Dive newsletter. Dive Brief: Starbucks’ turnaround plan is showing signs of success, with the company recording increases for both Starbucks Rewards and non-Rewards transactions for the first time since the second quarter of 2022, CEO Brian Niccol said on a Q1 2026 earnings call Wednesday. Better experiences have been a major part of the plan, including wait time reduction. The company ha ...

Wendy's wants to win customers back, but it knows it has a lot of work to do. The chain has struggled in its home market, Interim CEO Ken Cook acknowledged during Wendy's third-quarter earnings call. "In our U.S. business, sales remain under pressure, and we are acting with urgency to return U.S. comp sales to growth. We are making meaningful progress on key actions to enhance the customer experience, and we are seeing this pay off in our U.S. company-operated restaurants, which significantly outperforme ...

-- Are Investors Buying the Starbucks Turnaround Plan? This Year, They're Drinking It Up [S&P 500 Hits Record High][Why Health Insurance Stocks Are Sinking Tuesday][Gold Surges Above $5,000 Per Ounce For First Time][What to Expect From This Week's Fed Meeting]- Top StoriesShares of Starbucks have been steady climbers in the early going of 2026.James Manning / PA Images via Getty ImagesClose### Key Takeaways- Two events this week—quarterly financial results and an investor day—could help extend that run.- Sh ...

Core Viewpoint - UnitedHealth Group reported a modest earnings beat for the fourth quarter but provided soft revenue guidance for 2026, indicating challenges due to higher medical costs and a strategic turnaround plan [1][3]. Financial Performance - For the fourth quarter, UnitedHealth's adjusted earnings per share were $2.11, slightly above the expected $2.10, while revenue was $113.2 billion, below the anticipated $113.82 billion [9]. - The company expects 2026 revenue to exceed $439 billion, reflecting a 2% year-over-year decline, which is the first revenue decline in a decade [3][4]. Strategic Changes - UnitedHealth is implementing a turnaround strategy that includes shrinking membership, raising prices, cutting benefits, and increasing transparency to restore profitability and reputation [2]. - The company is focusing on American domestic businesses and divesting operations in the U.K. and South America [5]. Membership and Medical Costs - A significant decline in U.S. membership is expected, with a reduction of more than 3 million members in 2026 [4]. - Medical costs for Medicare Advantage patients have increased due to a rise in hospital visits for delayed procedures, although costs in the fourth quarter were high but not exceeding expectations [7]. Medicare Impact - The transition to Medicare's new coding system (V28) is expected to result in a $6 billion revenue hit in 2026, affecting both UnitedHealthcare and its Optum health-care unit [5]. - Proposed flat payment rates for Medicare Advantage by the Centers for Medicare and Medicaid Services have negatively impacted shares of UnitedHealth and other insurers [6]. Medical Benefit Ratio - For 2026, UnitedHealth anticipates a medical benefit ratio of 88.8%, an improvement from the 89.1% ratio reported for 2025, indicating better profitability [8].

Core Insights - Burberry's underlying retail sales increased by 3 percent in the holiday trading quarter, driven by strong performance from Gen Z shoppers in China and the Asia-Pacific region [1][4] - The company's overall retail revenue rose by 1 percent to 665 million pounds, exceeding consensus estimates of a 2 percent increase, resulting in a 4 percent rise in share price [2] - Comparable store sales improved by 3 percent, contrasting with a 4 percent decline in the same period last year, with growth attributed to existing stores rather than new openings [3] Regional Performance - Sales in China rose by 6 percent, while the Asia-Pacific region saw a 5 percent increase, and the Americas region grew by 2 percent during the quarter [4] - The company noted that its Burberry Forward strategy is gaining momentum, leading to improved comparable sales growth and revenue quality across various channels and regions [4][6] Product and Marketing Strategy - Burberry's marketing campaigns focused on "immersive timeless British luxury" resonated well with customers, contributing to strong performance in the outerwear category, which is now extending to accessories and ready-to-wear [5] - The company reported a "higher quality" of revenue across all channels and regions, with a shorter and more discreet markdown period compared to the previous year [7] Financial Outlook - Burberry anticipates that adjusted operating profit will align with consensus for fiscal 2025-26, indicating confidence in building on recent progress in revenue quality and sustainable long-term value [6]