Group 1: Lululemon Athletica - Lululemon's stock fell over 20% in a single trading day in June, ending the month down 25% [3][4] - Same-store sales grew by only 1% year over year, and operating margin decreased by 110 basis points to 18.5% [4] - The company reduced its earnings outlook for the full year by nearly 25% to $14.68 per share at the midpoint, while reaffirming sales growth guidance of 7% to 8% [4][5] - Lululemon is raising prices and diversifying sourcing channels to mitigate tariff impacts, with 75% of revenue coming from the Americas [5] - After the decline, Lululemon's stock is trading at a price-to-earnings (P/E) ratio of 16, less than half its five-year average P/E [5] Group 2: J.M. Smucker - J.M. Smucker's stock dropped 12.8% to a 52-week low of $93.30 per share in June, following a 3% decline in sales and a 13% decline in adjusted earnings per share (EPS) for Q4 of fiscal 2025 [6] - The decline was attributed to low demand for dog snacks and sweet baked goods, recent divestment of pet food brands, and rising costs [6] - Smucker anticipates total sales growth of only 2% to 4% in fiscal 2026, down from 7% last year, with adjusted EPS expected to fall by 11% [6] - Despite challenges, Smucker's Uncrustables brand reported double-digit sales growth in Q4 and is nearing $1 billion in sales [7] - The company is taking decisive actions to revive its sweet baked segment, which has struggled since acquiring Hostess Brands in 2023 [8]

Pre-market futures are giving up their all-time high levels from Thursday (on the S&P 500 and Nasdaq, at least) as new sabre-rattling on tariffs for one of the top U.S. trading partners have roiled market indexes, now down more than half a point ahead of Friday’s open. The Dow is -300 points at this hour, the S&P 500 -40, the Nasdaq -120 and the small-cap Russell 2000 — the outperformer of the past week of trading — is -20 points.Trump Threatens Canada with +35% Tariff on All ImportsPart of the reason, it c ...

Core Viewpoint - The Federal Reserve is maintaining a cautious stance regarding interest rate cuts due to concerns over inflationary pressures from tariffs imposed by President Trump, leading to uncertainty in the market [1][5][6]. Federal Reserve Meeting Insights - The minutes from the latest Federal Reserve meeting indicate that most officials are not in a hurry to implement an immediate rate cut, suggesting a wait-and-see approach [2][5]. - A delay in rate cuts could lead to increased volatility in the stock market [2][7]. - Most participants believe that any inflationary impact from tariffs will be temporary or modest, and there is no urgency for rate cuts in the near term [6]. Investment Recommendations - Given the current uncertainty, it is advisable to invest in defensive stocks from the utility and consumer staples sectors, which are considered safe havens [3][11]. - Recommended stocks include: - **Atmos Energy Corporation (ATO)**: Expected earnings growth rate of 6%, Zacks Rank 2, beta of 0.70, and a dividend yield of 2.27% [9]. - **Fortis, Inc. (FTS)**: Expected earnings growth rate of 3.8%, Zacks Rank 2, beta of 0.48, and a dividend yield of 3.81% [13]. - **Colgate-Palmolive Company (CL)**: Expected earnings growth rate of 1.7%, Zacks Rank 2, beta of 0.37, and a dividend yield of 2.27% [15]. - **The Coca-Cola Company (KO)**: Expected earnings growth rate of 3.1%, Zacks Rank 2, beta of 0.45, and a dividend yield of 2.94% [17]. Stock Characteristics - The recommended stocks are characterized by low beta (greater than 0 but less than 1), high dividend yields, and favorable Zacks Ranks, making them attractive in the current market environment [4][11].

Financial Performance & Outlook - Q1 Fiscal 2026 net sales revenue was $371.7 million, a decrease of 10.8% compared to $416.8 million in Q1 FY25[37] - Adjusted diluted EPS declined 58.6% to $0.41, compared to $0.99 in Q1 FY25[37] - The company expects Q2 Fiscal 2026 net sales to be in the range of $408 million to $432 million, a decline of 14.0% to 8.9%[57] - Adjusted diluted EPS for Q2 Fiscal 2026 is projected to be $0.45 to $0.60, a decline of 62.8% to 50.4%[57] Tariff Impact & Mitigation - Tariff-related impacts accounted for approximately 8 percentage points of the 10.8% consolidated revenue decline in Q1[32] - The company now believes it can reduce its FY26 net tariff impact on operating income to less than $15 million based on tariffs currently in place[34] - The company plans to diversify its supply chain outside of China to mitigate tariff risks, aiming for approximately 25% of consolidated Cost of Goods Sold (COGS) by the end of Fiscal 2026[53] Business Segment Performance - Beauty & Wellness FY25 net sales were $1,001.3 million[20] - Home & Outdoor FY25 net sales were $906.3 million[20] - Excluding Olive & June, net sales decreased by 17.3% with ~45% of the organic revenue decline driven by tariff-related trade disruptions[37]

Market Performance - Major indexes showed strength with the Dow up +217 points (+0.49%), S&P gaining +37 points (+0.61%), Nasdaq increasing +0.94%, and Russell 2000 rising +1.07% [1] Company Highlights - NVIDIA became the first corporation to reach a $4 trillion market capitalization, leading in GPUs for AI and data centers [2] - Microsoft also reached record highs, while Fastenal is trading at record highs with a valuation of 40 times forward earnings [2] - Amazon's Prime Day experienced a weak first day, down -41% compared to previous years, raising concerns about consumer spending [3] Economic Indicators - The FOMC minutes revealed differing opinions on potential interest rate cuts, with some members suggesting cuts as early as July while others recommend no cuts for 2025 [4] - President Trump threatened a +50% new tariff on Brazil, indicating ongoing trade tensions and potential inflationary pressures [5] Upcoming Reports - Key earnings reports from Delta Air Lines, Conagra, and Helen of Troy are expected, with Delta providing insights into airline travel and Conagra being a major agriculture exporter [6] - Helen of Troy's recent earnings miss and CEO replacement may indicate challenges ahead, particularly in the context of tariffs [6] Job Market Data - Weekly Jobless Claims data showed initial claims cooling down to 233K from a near-term high of 250K, while continuing claims reached 1.964 million, the highest since November 2021 [7][8] - Analysts are closely monitoring the job market, as breaching 2 million in longer-term jobless claims could shift perceptions about labor market strength [8]

July 7, 2025 06:52 AM GMT China/Hong Kong Consumer | Asia Pacific Southbound Trading Tracking The month of June saw inflows to the 30 major HK-listed consumer stocks we cover in the Shanghai/Shenzhen-Hong Kong Stock Connect. Overall trends for June 1-30: Average Southbound holdings as a percentage of free float were up by 0.4ppt MoM last month for the 66 major HK-listed consumer stocks eligible for Connect trading (35 under our coverage). 2025 YTD: Average net flows (simple average) as a percentage of free ...

Core Insights - Upexi, Inc. reported a successful June 2025, with an 8% increase in its SOL balance and an 8% staking yield [2][7] - The company is focused on enhancing visibility and raising capital for shareholder benefits through various initiatives [2] Treasury Update - As of June 30, 2025, Upexi held 735,692 SOL, an increase of 8.2% from 679,677 SOL on May 28 [7] - The net asset value of the SOL holdings is approximately $113.8 million, based on a price of $154.74 per SOL [7] - Each common share represents approximately 0.0192 SOL or $2.97 [7] - Nearly all treasury SOL are staked, earning an ~8% yield [7] - About 58% of the portfolio consists of locked SOL purchased at a discount, providing built-in gains [7] Business Initiatives - Upexi's equity options are now listed on Nasdaq, enhancing visibility and liquidity [7] - The company is partnering with Superstate to tokenize its equity, allowing for 24/7 trading and broader investor access [7] - Upexi joined Webull's Corporate Connect Service Platform to increase market awareness among Webull's 24 million users [7] Solana Network Performance - Solana recorded significant growth in key metrics, including a 200% year-over-year increase in daily active addresses [9] - Daily transactions reached $3.0 billion, a 67% increase, while DEX volumes surged by 347% to $182 billion [9] - Application revenue grew by 33% to $147 million [9] Price Movement - SOL started June at $157 and ended nearly unchanged at $155, with a low of $132 on June 22 and a high of $165 on June 10 [8]

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Group 1 - A class action lawsuit has been filed against Reckitt Benckiser Group Plc for alleged securities fraud and unlawful business practices [2][4] - Investors who purchased Reckitt securities during the Class Period have until August 4, 2025, to request appointment as Lead Plaintiff [2] - Reckitt's American Depositary Share (ADS) price experienced significant declines following jury verdicts related to its subsidiary Mead Johnson's negligence in warning about health risks associated with its products [4][5] Group 2 - On March 15, 2024, an Illinois jury awarded $60 million against Reckitt's Mead Johnson subsidiary for failing to warn about the risk of necrotizing enterocolitis (NEC) in preterm infants, leading to a nearly 14% drop in Reckitt's ADS price [4] - A subsequent lawsuit against Abbott Laboratories resulted in a $495 million award, similarly impacting Reckitt's ADS price with a nearly 9% decline [5] - Pomerantz LLP is recognized for its expertise in corporate, securities, and antitrust class litigation, having a long history of fighting for victims of securities fraud [6]

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