Core Viewpoint - Rosen Law Firm is encouraging investors of V.F. Corporation who incurred losses exceeding $100,000 during the specified class period to seek legal counsel before the November 12, 2025 deadline for a securities class action lawsuit [1][2]. Group 1: Class Action Details - Investors who purchased V.F. Corporation securities between October 30, 2023, and May 20, 2025, may be eligible for compensation without any upfront fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must file to serve as lead plaintiff by November 12, 2025 [3][6]. - The lawsuit alleges that V.F. Corporation's management made materially false and misleading statements regarding the company's turnaround plans, particularly concerning the Vans brand [5]. Group 2: Legal Representation - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, as many firms may lack the necessary experience and resources [4]. - The firm has a history of significant recoveries for investors, including over $438 million in 2019 alone, and has been recognized for its success in securities class action settlements [4]. Group 3: Case Background - The lawsuit claims that V.F. Corporation's management concealed the need for additional significant actions to return the Vans brand to growth, which negatively impacted revenue growth projections [5].

据Hugo Boss2025年第三季度业绩显示，集团实现总销售额9.89亿欧元，同比下降约4%，按恒定汇率销 售额下滑约1%。 截至2025年前9月，按恒定汇率销售额同比下降约1%，销售额约29.89亿欧元，去年同期约30.58亿欧 元。 按地区分，美洲地区销售额增长约3%，EMEA欧洲、中东及非洲地区销售额下滑约2%，包括中国的亚 太地区销售额下滑约4%。 按渠道分，数字业务增长约2%，直营零售基本持平，批发渠道下滑约5%，主要因交货时间影响。 第三季度毛利率为61.2%，比去年同期提升约1个百分点，去年约60.2%，息税前利润EBIT基本维持稳 定，同比约下降1%，EBIT利润率为约9.6%，比去年提升约30个基点。 (Hugo Boss) ...

Stocks in some of America’s top retail brands, from department stores to toymakers and apparel companies, rallied as a skeptical US Supreme Court raised hopes the sweeping tariffs could be lifted https://t.co/AhfDCRZsDI ...

Key Takeaways Hanesbrands is expected to report Q3 earnings of 16 cents per share, suggesting y/y growth from 15 cents.Consumer softness and a sluggish U.S. innerwear market are likely to have pressured sales.Cost-efficiency moves and lower SG&A are anticipated to have aided operating margin and earnings growth.Hanesbrands Inc. (HBI) is likely to post year-over-year bottom-line growth when it reports third-quarter 2025 earnings on Nov. 6, before the opening bell.The Zacks Consensus Estimate for earnings is ...

Core Insights - lululemon athletica inc. (LULU) reported second-quarter fiscal 2025 results that highlighted a changing consumer environment and product challenges in the U.S. market, with earnings exceeding estimates but revenues falling short, leading to a reduction in fiscal 2025 guidance [1][9] Group 1: Consumer Behavior and Product Strategy - The company recognized an over-reliance on established lounge and social product lines, which failed to attract higher-value customers, resulting in decreased spending and purchase frequency [2] - Despite these challenges, lululemon's loyalty and engagement metrics remain strong, with membership nearing 30 million and growth in performance categories like yoga and running, indicating that the issue lies in stale product offerings rather than a lack of demand [3] Group 2: Management Response and Future Outlook - Management is treating the current period as a reset, aiming to increase the share of new styles from 23% to approximately 35% by spring 2026, with new product launches already underway [4] - The company is also focusing on faster go-to-market processes and improved vendor collaboration to capitalize on successful products more quickly, alongside strong international growth, particularly in China [4] Group 3: Financial Performance and Market Position - lululemon's shares have decreased by 58% year-to-date, compared to a 20.4% decline in the industry [8] - The forward price-to-earnings ratio for LULU stands at 12.72X, which is lower than the industry average of 15.56X, indicating potential valuation opportunities [10] - The Zacks Consensus Estimate suggests an 11.8% year-over-year decline in fiscal 2025 earnings, with a slight growth forecast of 1.1% for fiscal 2026, reflecting a mixed outlook [11]

Core Viewpoint - Analysts forecast a significant decline in Under Armour's quarterly earnings and revenues, indicating ongoing challenges for the company in the current market environment [1][2]. Financial Projections - Expected earnings per share (EPS) for Under Armour is $0.02, reflecting a year-over-year decline of 93.3% [1]. - Anticipated revenues are projected at $1.31 billion, down 6.7% compared to the same quarter last year [1]. Earnings Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised downward by 4.3%, indicating a reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions and short-term stock price movements [3]. Revenue Breakdown by Product - Apparel revenues are estimated at $906.68 million, showing a decrease of 4.3% year-over-year [4]. - Footwear revenues are projected at $267.49 million, down 14.5% from the prior year [5]. - Accessories revenues are expected to be $108.58 million, reflecting a decline of 6.7% [5]. - Total net sales are estimated at $1.28 billion, indicating a decrease of 6.8% [5]. Regional Revenue Estimates - North America revenues are expected to reach $774.76 million, down 10.3% year-over-year [6]. - Asia-Pacific revenues are projected at $180.85 million, reflecting a decline of 12.9% [6]. - EMEA revenues are forecasted to be $303.60 million, showing an increase of 7.2% [7]. - Latin America revenues are expected at $46.10 million, down 1.8% [7]. Store Count Projections - Total doors are estimated to be 444, slightly down from 446 in the same quarter last year [7]. - International total doors count is projected at 249, compared to 250 a year ago [8]. - North America total doors count is expected to be 195, down from 196 in the previous year [8]. Stock Performance - Under Armour shares have declined by 7.6% over the past month, contrasting with a 1% increase in the Zacks S&P 500 composite [8].

Steven Madden (NasdaqGS:SHOO) Q3 2025 Earnings Call November 05, 2025 08:30 AM ET Company ParticipantsEd Rosenfeld - Chairman and CEODanielle McCoy - VP of Corporate Development and Investor RelationsZine Mazouzi - CFO and EVP of OperationsDana Telsey - CEO and Chief Research OfficerConference Call ParticipantsAnna Andreeva - AnalystKelly Crago - AnalystJames Ross - AnalystJanine Stichter - AnalystMarni Shapiro - AnalystCorey Tarlowe - AnalystAubrey Tianello - AnalystTom Nikic - AnalystJay Sole - AnalystOpe ...

Core Insights - Nu Skin Enterprises, Inc. is expected to report a decline in revenue for the third quarter of 2025, with the Zacks Consensus Estimate at $374.2 million, reflecting a 13% decrease from the previous year [1] - Earnings per share are projected to remain unchanged at 30 cents, indicating a significant increase of 76.5% compared to the same quarter last year [1] Revenue Challenges - The company is facing ongoing revenue pressure due to macroeconomic and operational challenges, particularly in mature markets such as North America, China, and parts of Southeast Asia, where consumer sentiment is weak [2][10] - A decline in affiliate and customer counts has further limited sales momentum [2] Operational Efficiency - Despite revenue challenges, Nu Skin's earnings are anticipated to benefit from improved operational efficiency and cost management initiatives under Project Accelerate [3] - The company is achieving structural savings through portfolio optimization, selling-expense realignment, and transitioning to shared service and digital infrastructure models [3] Margin Improvement - Consistent margin improvement has allowed the company to maintain profitability despite declining sales volumes [4] - Favorable shifts in the product mix and prudent expense control are expected to support earnings in the third quarter [4][5] Future Outlook - While revenue pressures are likely to persist, the company's enhanced cost structure and operational optimization initiatives are expected to support earnings growth and lay the groundwork for a gradual recovery [5]

Core Insights - The company reported challenging third-quarter results primarily due to new tariffs impacting imported goods, but underlying demand for its brands remains strong, particularly for the Steve Madden brand [3][4] - The company anticipates stronger financial performance in the fourth quarter, expecting revenue growth of 27% to 30% compared to the same period in 2024 [11] Financial Performance - Total revenue for the third quarter of 2025 was $667.9 million, a 6.9% increase from $624.7 million in the same period of 2024 [8] - Gross profit as a percentage of revenue was 41.5%, unchanged from the same period in 2024, while adjusted gross profit increased to 43.4% from 41.6% [8] - Net income attributable to Steven Madden, Ltd. was $20.5 million, or $0.29 per diluted share, down from $55.3 million, or $0.77 per diluted share, in the same period of 2024 [8] Revenue Breakdown - Wholesale revenue decreased by 10.7% to $442.7 million compared to the third quarter of 2024, with a 19.0% decline when excluding the recently acquired Kurt Geiger [4] - Direct-to-consumer revenue surged by 76.6% to $221.5 million, with a 1.5% increase when excluding Kurt Geiger [5] Operational Highlights - The company operated 397 retail stores, including 99 outlets, and maintained seven e-commerce websites and 133 concessions in international markets [6] - As of September 30, 2025, total debt was $293.8 million, with cash and short-term investments totaling $108.9 million, resulting in net debt of $185.0 million [7] Future Outlook - For the fourth quarter of 2025, the company expects diluted EPS to be in the range of $0.30 to $0.35, with adjusted diluted EPS projected between $0.41 and $0.46 [11]

活动现场发布了《中国羽绒行业质量提升白皮书》(2025)，举行了中国羽绒工业协会与京东平台合作备忘录签约仪式。白皮书系统梳理了当前行业存在的 热点质量问题，并给出解决举措。未来，将通过制定实施《水禽丝及制品》团体标准，规范"丝"类产品的使用；推动种类鉴定从人工走向智能，提高鉴定 方法的准确性，打击鸭绒冒充鹅绒；为羽绒制品建立"身份档案"，提高供应链的透明度和可信度；规范"羽绒"术语使用，推动国际共识落地，维护羽绒作 为天然保暖材料的市场声誉；整治商标侵权，打击假冒伪劣，肃清市场环境，维护公平竞争的市场秩序。 "当前，羽绒行业正处在一个变革与机遇并存的新时代。"中国羽绒工业协会理事长桑叶表示，全球消费升级趋势明显，绿色可持续发展成为共识，数字化 智能化转型深入推进。面对新形势、新要求，中国羽绒行业将坚持以创新为引领，以质量为核心，以品牌为依托，全面推进产业转型升级。 国际羽绒羽毛局主席史蒂芬.帕尔默表示，中国如今是全球最大的羽绒羽毛制品生产国与消费国，随着中国企业日益发展成熟、运营愈发专业化，同时在 提升产品质量方面不断精益求精，中国已能制造出世界顶尖水准的产品。他坚信这一趋势将得到延续，并期待通过羽博会的平台 ...