Core Viewpoint - Ralph Lauren plans to raise prices to offset tariff costs, supported by strong demand from high-end customers [1] Pricing Strategy - The company is assessing additional pricing actions for fall 2025 and spring 2026 to mitigate tariff impacts, building on proactive pricing already planned for 2025 in North America and Asia [2] - Ralph Lauren has increased its average unit retail (AUR) every quarter for the past eight years, with a high single-digit increase in AUR expected for the current quarter compared to the previous year [2] Brand and Quality Enhancement - The company has elevated its AUR by enhancing brand quality, adjusting geographic and channel mixes, reducing discounts, and selectively raising prices [3] - These strategies provide confidence in managing cost headwinds while maintaining strong pricing power [3] Consumer Resilience - Despite weakening consumer confidence in the U.S. and potential broader consumer pullback, Ralph Lauren's core consumers remain resilient [4] - The company has not observed changes in sales trajectories across its regions (APAC, EMEA, North America), with full-price sales continuing to grow [5] Market Context - The remarks from Ralph Lauren follow reports of soft demand from luxury conglomerate LVMH due to weaker consumer confidence in China and other markets [5] - In contrast, luxury group Richemont plans to limit price increases to avoid customer backlash seen by some competitors [6]

NEW YORK, May 21, 2025 (GLOBE NEWSWIRE) -- Scott+Scott Attorneys at Law LLP (“Scott+Scott”), a shareholder and consumer rights litigation firm, is investigating whether Compass Diversified Holdings (“Compass” or the “Company”) (NYSE: CODI) or certain of its officers and directors issued misleading and false statements and/or failed to disclose information material to investors in violation of federal securities laws. CLICK HERE TO RECEIVE ADDITIONAL INFORMATION ABOUT THIS POTENTIAL CLASS ACTION Compass owns ...

Group 1 - Kering has issued a single-tranche bond amounting to EUR 750 million with a maturity of 4.5 years and a coupon rate of 3.125% [1] - The bond issue is part of Kering's active liquidity management strategy, aimed at enhancing financial flexibility [1] - The successful bond issue reflects strong market confidence in Kering's credit quality, supported by a long-term rating of 'BBB+' from Standard & Poor's [1] Group 2 - Kering is a global luxury group that includes renowned brands such as Gucci, Saint Laurent, and Bottega Veneta, focusing on ready-to-wear, leather goods, jewelry, and beauty products [2] - In 2024, Kering employed 47,000 people and generated revenue of EUR 17.2 billion, highlighting its significant market presence [2]

Company Forecasts and Guidance - Home Depot maintained its sales forecast for 2025, with an executive stating that the retailer will not raise prices due to tariffs, contrasting with other companies that are cutting projections due to tariff uncertainties [1] - Diageo anticipates a $150 million hit to annual profits in 2025 but plans to offset about half of this impact through existing actions before considering price increases [2] - Walmart's CEO indicated the company would strive to keep prices low but acknowledged that higher tariffs would lead to increased prices due to narrow retail margins [3] - Ford expects tariffs to reduce its earnings before interest and taxes by approximately $1.5 billion in 2025 and has suspended its full-year guidance due to potential supply chain disruptions [6] - General Motors lowered its earnings forecast for 2025 to between $10 billion and $12.5 billion, down from a previous range of $13.7 billion to $15.7 billion, citing adjustments to the new trade policy environment [9] Economic and Market Conditions - Companies like Rivian and Steve Madden have withdrawn their financial guidance for 2025, citing heightened uncertainty due to new tariffs and evolving trade regulations [4][5] - Apple expects a $900 million impact on its bottom line due to tariffs, with CEO Tim Cook expressing difficulty in predicting future outcomes [7] - Amazon described its future results as "inherently unpredictable" due to changes in global economic conditions and tariff policies [8] - Kraft Heinz and JetBlue have lowered their outlooks due to ongoing macroeconomic volatility and uncertainty [11] - PepsiCo has reduced its earnings forecast for 2025, anticipating more volatility and higher supply chain costs due to tariffs [13] Industry-Wide Impacts - Companies across various sectors, including automotive, retail, and consumer goods, are experiencing significant impacts from tariff-related uncertainties, leading to withdrawn guidance and lowered forecasts [10][12][14] - The airline industry, represented by companies like Delta and United Airlines, is also facing challenges, with many airlines pulling their full-year guidance due to broad macroeconomic uncertainty [17][16] - The overall sentiment across industries reflects a cautious approach to growth and financial forecasting, with many companies likening the current economic environment to the volatility experienced during the pandemic [13][15]

NEW YORK, May 19, 2025 (GLOBE NEWSWIRE) -- Scott+Scott Attorneys at Law LLP (“Scott+Scott”), a shareholder and consumer rights litigation firm, is investigating whether Compass Diversified Holdings (“Compass” or the “Company”) (NYSE: CODI) or certain of its officers and directors issued misleading and false statements and/or failed to disclose information material to investors in violation of federal securities laws. CLICK HERE TO RECEIVE ADDITIONAL INFORMATION ABOUT THIS POTENTIAL CLASS ACTION Compass owns ...

Group 1 - Hermes is experiencing challenges as its peers face significant struggles, with declining revenue and unaccounted growth [1] - The shares of Hermes are unable to find a stable floor amidst the difficulties faced by the industry [1] Group 2 - The investment strategy focuses on companies with strong qualitative attributes, aiming to buy at attractive prices based on fundamentals and hold long-term [2] - The portfolio management approach emphasizes avoiding losers while maximizing exposure to high-potential winners, often resulting in a 'Hold' rating for great companies if their growth opportunities are below the threshold or if downside risks are too high [2]

Core Points - Richemont has published its Annual Report and Accounts for the fiscal year ending 31 March 2025, which includes the Chairman's review, consolidated financial statements, and audit reports [1] - The combined Annual Report, including the Compensation Report, Corporate Governance Report, and Business Review, is expected to be published on 5 June 2025, along with the Group's Non-Financial Report 2025 [2] - Richemont operates in three main business areas: Jewellery Maisons, Specialist Watchmakers, and Other, primarily Fashion & Accessories Maisons [4] Company Overview - Richemont is focused on nurturing its prestigious Maisons, emphasizing craftsmanship and creativity, with a commitment to sustainable growth [3] - The company’s A shares are listed on the SIX Swiss Exchange and included in the Swiss Market Index, with a secondary listing on the Johannesburg Stock Exchange [5]

Group Highlights - Richemont reported a robust performance for the financial year ended 31 March 2025, with group sales increasing by 4% to €21.4 billion [7][25] - The company experienced double-digit growth across all regions except for Asia Pacific, with notable increases in Europe (+10%), the Americas (+16%), Japan (+25%), and the Middle East & Africa (+15%) [8][25] - Direct-to-client sales accounted for 76% of group sales, driven by both retail and online channels [8] Financial Highlights - Total sales reached €21.4 billion, with Q4 sales up 8% (+7% at constant exchange rates) [5] - Operating profit decreased by 7% to €4.5 billion, resulting in an operating margin of 20.9% [5][12] - Profit for the year from continuing operations was €3.8 billion, down 1%, while the overall profit for the year amounted to €2.8 billion, up 17% after accounting for a €1.0 billion loss from discontinued operations [12][21] Segment Performance - Jewellery Maisons, including brands like Cartier and Van Cleef & Arpels, saw sales increase by 8% to €15.3 billion, with an operating margin of 31.9% [9][10] - Specialist Watchmakers reported a 13% decline in sales, leading to a 5.3% operating margin, primarily due to demand weakness in China [10][11] - The 'Other' business area achieved sales of €2.8 billion, up 7%, but reported an operating loss of €102 million, resulting in a margin of -3.7% [11][12] Strategic Developments - The company completed the acquisition of Italian jewellery Maison Vhernier and strengthened its leadership team with new appointments, including a Group CEO and Chief People Officer [5][16] - Richemont sold YOOX NET-A-PORTER (YNAP) to Mytheresa, retaining a 33% stake in the newly formed LuxExperience [19][20] - The Board proposed a dividend increase to CHF 3.00 per 'A' share, reflecting a 9% increase over the prior year [21] Cash Position - Richemont maintained a strong net cash position of €8.3 billion at year-end, supported by €4.4 billion cash flow generated from operating activities [5][13]

Core Points - Hermès International publishes the total number of voting rights and shares comprising its share capital monthly, in accordance with French regulations [2][3]. Summary by Category Voting Rights and Shares - As of April 30, 2025, Hermès has a total of 569,412 shares and 461,813 theoretical voting rights, with 728,084 effective voting rights [3]. - The number of effective voting rights has shown fluctuations over the months, with a peak of 862,580 effective voting rights recorded on April 30, 2021 [4]. Reporting Schedule - The company is required to publish these figures before the 15th day of the following month, ensuring transparency and compliance with regulatory standards [2].

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