Consumer Health - The consumer is described as healthy and remarkably resilient despite facing challenges over the past 5 to 6 years [2] - Consumer spending remains strong, contributing positively to the overall economic outlook [2] Business Performance - The company observed a sequential improvement in performance through the second quarter, indicating positive momentum [3] - The third quarter is reported to have started off well, suggesting continued growth [3]

The company's CEO telling Bloomberg's Romaine Bostick that they have they have content for both content rather for both big spenders and savers. I'm pleased to say that fresh off of speaking with the company's CEO, Romain joins me now around the desk. Romain, really great interview you had with the CEO here for Bloomberg News.How does this mean their turnaround is is it on track. Is it complete with this type of earnings. Well, it's certainly not complete, but I think by the share reaction, I think investor ...

September is historically the worst month of the year for U.S. stocks. The S&P 500 has retreated 56% of the time in September, by an average of 1.17%, per Bank of America’s Paul Ciana, who cited data dating back to 1927, as quoted on Bloomberg.Note that terrifying financial events, such as the start of the Great Depression in 1929 or the fall of Lehman Brothers in 2008, all crept up in the month of September.However, this September could be different due to the chances of a Fed rate cut in the United States ...

Group 1 - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets [1] - Investment diversification has become a strategy for individuals, moving away from traditional savings in banks and properties [1] - The popularity of insurance companies in the Philippines has influenced investment choices since 2014 [1] Group 2 - Initial investments were made in blue-chip companies, but there has been a shift towards a diversified portfolio across various industries and market capitalizations [1] - The US market has been entered since 2020, with a focus on banks, hotels, shipping, and logistics companies [1] - The use of analytical tools and comparisons between the US and Philippine markets has enhanced investment strategies [1]

Core Insights - Chongqing has been actively developing as an international consumption center city since 2021, focusing on consumption upgrades and urban renewal, transforming from a regional consumption hub to a significant node on the global consumption map [2][7] - The city has seen a remarkable increase in social retail sales, surpassing 830 billion yuan in the first half of 2025, ranking among the top in the nation [2] - The introduction of international brands and innovative commercial formats has been a key strategy, with over 2,200 brands introduced and a significant number of first-store openings [3][8] Consumption Upgrade and Urban Renewal - Chongqing has transformed old factories into cultural landmarks and has actively promoted the "first-store economy" to invigorate market activity [2][3] - The city has developed unique consumption scenes, such as "cloud platforms" and "cave-like spaces," enhancing the cultural display of the region [4] Night Economy Development - The night economy in Chongqing has been revitalized with initiatives like the "New Rhythm Chongqing" drone light show, which has become a hallmark of the city's nightlife [5][6] - The South Bank area has emerged as a vibrant night economy hub, with sales reaching 400 million yuan during the 2025 Spring Festival, reflecting a 14.7% year-on-year growth [5][6] Enhanced Consumption Environment - The optimization of the consumption environment has been a priority, with measures like the introduction of "immediate refund" tax services for international travelers, significantly improving the shopping experience [7][8] - The relaxation of transit visa policies has led to a nearly 100% increase in travelers benefiting from the 240-hour visa-free transit, contributing to a 77.2% rise in inbound tourist numbers [8] Payment and Accessibility Improvements - Chongqing has established a diverse payment system, ensuring over 90% coverage of foreign card acceptance in key commercial areas and tourist attractions [8] - The city has successfully integrated consumption upgrades with urban renewal and cultural heritage, positioning itself as a globally influential consumption destination [8]

Core Viewpoint - The article discusses the potential for a market downturn in late year and suggests that high-quality stocks, particularly through the American Century U.S. Quality Growth ETF (QGRO), may be a favorable investment strategy amidst economic uncertainties [1][5]. Fund Overview - The American Century U.S. Quality Growth ETF (QGRO) charges a fee of 29 basis points to track the American Century U.S. Quality Growth Index, focusing on a mix of "high growth" and "stable growth" companies [2]. - QGRO employs a rigorous screening process for quality, growth, income, cash flow, and profitability in its investment selections [2]. Performance Metrics - Over the past year, QGRO has achieved a return of 25.3%, outperforming the ETF Database Category average of 18.8% and the FactSet Segment average of 10.76% [3]. - The fund's largest holding, Booking Holdings (BKNG), has returned 13.1% year-to-date (YTD) and has a forward price-to-earnings (P/E) ratio of 24.86, along with a 17% return on assets [3]. - Applovin (APP) has shown a remarkable YTD return of 47.8% and boasts a return on equity of 259.7% as of September 2 [4]. - TJX Cos. (TJX), another investment in QGRO, has returned 14.1% YTD and has a return on equity of 60% [5]. Future Outlook - High-quality stocks are positioned to perform well if other market areas weaken, making QGRO an appealing option for investors looking to refresh their equity holdings [5].

Group 1 - The consumer confidence index in the U.S. dropped nearly 6% in August, ending a two-month recovery trend [1] - The primary victims of this decline are middle-class families, particularly those with incomes between $50,000 and $100,000, whose confidence levels are nearing those of low-income groups [3] - Retail giant Walmart reported that middle and low-income consumers are strictly controlling spending, with a significant decrease in non-essential items in their shopping carts [3] Group 2 - The restaurant industry is feeling the pressure, with chain restaurant executives noting that middle-class customers are actively seeking discounts and opting for cheaper menu items [6] - Fast food chains have seen an increase in traffic from middle-class customers shifting to lower-priced restaurants, while low-income customer visits have decreased [6] - High-income consumers continue to show strong spending, with airlines reporting robust sales of premium tickets and a contrasting weakness in economy class [6] Group 3 - A survey indicates that over 70% of respondents plan to further cut their spending in the coming year, surpassing the levels seen during the inflation surge in 2022 [9] - High-income groups are more likely to maintain their spending habits, while middle and low-income families are forced to adjust their spending structures [9] - This trend of consumer spending differentiation is expected to persist and have profound impacts on the overall economy [9]

Lenders to luxury fashion retailer Ssense are asking a Canadian court to allow a quick sale of the cash-starved company, with first bids due in early October https://t.co/Su4x1GpHBy ...

With an older clientele, crumbling brick-and-mortar stores and slow entry into online groceries, Marks & Spencer should have disappeared from British high streets years ago.But this is not just any retailer. This is M&S https://t.co/PIeAPmjc9S ...

近日，有网友称其在河南郑州信万广场的永辉超市（601933），买的胖东来"水果燕麦脆"没有生产日 期。9月1日，上述超市工作人员向南都N视频记者表示，"已与胖东来联合解决此事，并下架了这批商 品。"同日，胖东来客服对此回应称，"公司正在调查此事，暂未发现其他产品包装有类似问题。可能会 出现生产过程中有某一包产品漏印了生产日期的情况。" 同日，胖东来超市客服人员向南都记者表示，"工作人员已经上门为顾客查看商品的具体情况，正在进 行调查。核实原因后，胖东来将按公司标准为顾客处理。"其还称，"目前没有接到这款产品的其他包装 出现此类问题的消息。经公司排查，未发现其他产品包装有类似问题。我们也在查看，可能会出现生产 过程中有某一包产品漏印了生产日期的情况。" 该网友发布视频表示，"买了一包胖东来燕麦脆，但是没找到生产日期。"视频画面显示，该产品名 为"草莓水果燕麦脆"，产品包装上有"胖东来超市""东来品质"等字样。包装上标注的产品委托商为"许 昌市胖东来超市有限公司"。产品包装的正面、背面及侧面均未显示生产日期标注。 9月1日，永辉超市信万广场店的工作人员就此事回应南都记者称，"目前永辉超市已经联合胖东来解决 了此事 ...