Core Viewpoint - Nike Inc is set to announce its fiscal first-quarter results, with expectations of lower earnings and revenue compared to the previous year [1] Earnings Expectations - Nike is expected to report earnings of 28 cents per share on revenue of $11 billion, both figures down from the same quarter last year [1] - Morgan Stanley has raised its price target for Nike to $70 from $64, maintaining an "equal weight" rating, anticipating that earnings will meet estimates [1] Historical Performance - Nike's stock recently ended a six-quarter post-earnings losing streak, gaining 15.2% after exceeding earnings and revenue expectations in June [2] - The company indicated that the most challenging phase of its turnaround efforts is behind it [2] Stock Trading Range - Nike shares have been trading between $70 and $80 since the June bull gap, with the stock recently down 0.5% at $70.92, placing it at the lower end of this range [3] - Year-to-date, Nike's equity has decreased by 6.2% [3] Market Sentiment - Options markets are pricing in a 10.9% next-day swing in Nike's stock price following the earnings announcement, regardless of the direction [2]

Core Insights - Tariffs are significantly impacting lululemon athletica inc.'s profitability, with expectations of a 220-basis-point hit to gross margin in fiscal 2025, translating to nearly $240 million in additional expenses [1] - The removal of the U.S. de minimis exemption has added costs to lululemon's e-commerce model, compounding the effects of higher reciprocal tariff rates [1] - The company has revised its full-year 2025 outlook, now anticipating a gross margin decline of 300 basis points, up from a previous estimate of 110 basis points [3] Financial Performance - In Q2 fiscal 2025, lululemon's gross margin contracted by 110 basis points year-over-year to 58.5%, primarily due to higher markdowns and tariffs [2] - Earnings per share (EPS) of $3.10 exceeded estimates, but revenues of $2.53 billion fell short, with flat U.S. sales and a 3% decline in comparable sales [2] - Operating margin decreased by 210 basis points to 20.7%, with SG&A expenses rising by 9% as the company invested in marketing and digital initiatives [2] Market Position and Competitors - lululemon's shares have dropped 54.7% year-to-date, compared to a 28.6% decline in the industry [7] - Competitors like Ralph Lauren and NIKE are also facing margin pressures due to tariffs, but are employing different strategies to mitigate these impacts [4][5][6] - Ralph Lauren has managed to expand its gross margin through higher retail prices and reduced discounting, while NIKE's margins are under pressure from promotional activities and supply chain challenges [5][6] Future Outlook - The company expects continued margin pressures in fiscal 2026, projecting a net $320 million impact despite ongoing cost mitigation efforts [1][3] - The Zacks Consensus Estimate indicates an 11.1% year-over-year decline in fiscal 2025 earnings, with a slight growth of 1.6% expected in fiscal 2026 [10] - Current valuation shows lululemon trading at a forward price-to-earnings ratio of 13.19X, higher than the industry average of 11.39X [9]

The story that's blowing up Chinese social media literally is about a fireworks display that went according to plan but isn't exactly going over so well. Why. Because of where it happened in the foothills of the Himalayan mountains on the Tibetan plateau, potentially harming one of the world's most fragile ecosystems.So when Arcterics, a high-end sportsware company, paired up with pyrochnics artist Saigu for a daytime promotional event at 16,000 ft, the response here was, "What were you thinking?" It ignite ...

Group 1 - Major consumer and tech companies are set to report earnings in the upcoming week, with Costco Wholesale Corporation reporting on Thursday after market close and Accenture plc Class A (Ireland) before market open [1] - Micron Technology Inc. will kick off the earnings reports on Tuesday after market close, while Nike Inc. will conclude the reporting next Tuesday after market close [1] - Carnival Corporation and Carnival Plc ADS will report pre-market next Monday, amidst a moderately dense earnings schedule [1]

Long-Awaited NikeSKIMS Launches To Reignite Nike’s Women’s Businesshttps://t.co/4yssIql7UD https://t.co/0fZtsvfJC9 ...

Core Insights - Emma Grede is a prominent British entrepreneur known for her role in Skims, a shapewear company valued at $4 billion, and her investments in other brands associated with the Kardashian family [1][5] - Grede's journey began with a pivotal phone call to Kris Jenner in 2015, which led to the creation of a denim brand aimed at inclusivity for women overlooked by mainstream fashion [2][4] - The launch of Good American denim in 2016 achieved remarkable success, generating $1 million on its first day, marking it as the largest denim launch in apparel history [5] Company Overview - Skims is a shapewear company co-founded by Emma Grede and Kim Kardashian, valued at $4 billion [1] - Good American, the denim brand co-founded by Grede and Khloe Kardashian, focuses on inclusivity and achieved $1 million in sales on its first day [5] Industry Impact - Grede's approach emphasizes boldness and audacity in entrepreneurship, encouraging founders to take risks and act on their ideas rather than just discussing them [6] - The success of Good American has set a precedent in the apparel industry for inclusive branding and marketing strategies [5]

Core Viewpoint - Rosen Law Firm has filed a class action lawsuit on behalf of purchasers of V.F. Corporation securities between October 30, 2023, and May 20, 2025, alleging that the company disseminated materially false and misleading statements regarding its turnaround plans [1][5]. Group 1: Lawsuit Details - The lawsuit claims that V.F. Corporation concealed significant reset actions necessary for the Vans brand to return to growth, which negatively impacted revenue growth [5]. - Investors who purchased V.F. Corporation securities during the class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. Group 2: Next Steps for Investors - Interested investors can join the class action by visiting the provided link or contacting the law firm directly for more information [3][6]. - A lead plaintiff must move the Court by November 12, 2025, to represent other class members in the litigation [1][3]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including over $438 million for investors in 2019 [4]. - The firm has been recognized for its success in securities class action settlements, ranking in the top 4 since 2013 [4].

Core Viewpoint - V.F. Corporation is facing a class action securities lawsuit due to alleged securities fraud that negatively impacted investors between October 30, 2023, and May 20, 2025 [1][2]. Group 1: Lawsuit Details - The lawsuit claims that V.F. Corporation made materially false and misleading statements regarding its turnaround plans, particularly concerning the Vans brand, which required significant reset actions to return to growth [2]. - Following the release of V.F. Corporation's fiscal 2025 results on May 21, 2025, it was revealed that Vans experienced a decline in revenue growth, with losses worsening from 8% to 20% in the fourth quarter [2]. - The company attributed its disappointing results to deliberate actions taken to eliminate unprofitable businesses, indicating that even without these actions, Vans would have shown a "high single digit" revenue decline [2]. Group 2: Stock Price Impact - On May 21, 2025, V.F. Corporation's stock price dropped from $14.43 to $12.15 per share, marking a decline of approximately 15.8% in one day following the negative news [2]. Group 3: Next Steps for Investors - Investors who suffered losses during the specified timeframe have until November 12, 2025, to request appointment as lead plaintiff in the lawsuit, although participation does not require this role [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees [3]. Group 4: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions for shareholders over the past 20 years and consistently ranking among the top securities litigation firms in the U.S. [4].

Nike's highly anticipated activewear line with Kim Kardashian's intimates brand Skims is set to launch this week after it was pushed back due to production delays, the companies announced Monday. The partnership, dubbed NikeSKIMS, is a key part of the sneaker company's strategy to win over more female shoppers and take back market share from brands like Lululemon, Vuori and Alo Yoga, which cater more closely to women. The new line will launch on Friday with three core collections – Matte, Shine and Airy – t ...

Company Overview - Lululemon Athletica's stock price declined by 10% following the release of its FQ2 2025 results, indicating market concerns about the company's performance [1] - The selloff was exacerbated by continued weakness in North America, where comparable sales experienced a drop [1] Financial Performance - The company's FQ2 2025 results revealed ongoing challenges, particularly in the North American market, which is critical for its revenue generation [1]