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Tariff Negotiations, Fed Minutes, Delta Airlines, Levi's, and More to Watch This Week
Barrons· 2025-07-06 18:00
Group 1 - The article highlights the importance of tariff negotiations and their potential impact on various industries, particularly in the context of ongoing trade discussions [1] - Delta Airlines is expected to report its earnings this week, which will provide insights into the airline industry's recovery and operational performance post-pandemic [1] - Levi's is also set to release its financial results, which will be closely monitored for trends in consumer spending and the apparel sector's resilience [1] Group 2 - The Federal Reserve's minutes are anticipated to shed light on monetary policy direction, influencing market sentiment and investment strategies across sectors [1] - The overall market is poised for volatility as these key events unfold, with investors keenly observing the implications for economic growth and sector performance [1]
Unlocking Q2 Potential of Levi Strauss (LEVI): Exploring Wall Street Estimates for Key Metrics
ZACKS· 2025-07-04 14:16
Group 1 - Wall Street analysts expect Levi Strauss (LEVI) to report quarterly earnings of $0.14 per share, reflecting a year-over-year decline of 12.5% [1] - Revenues are anticipated to be $1.37 billion, down 5.2% from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating analysts' reassessment of their initial estimates [1][2] Group 2 - Analysts estimate 'Geographic Revenues- Americas' will reach $712.89 million, showing a year-over-year change of +0.1% [4] - 'Geographic Revenues- Europe' is projected to be $356.88 million, indicating a change of +0.8% from the prior-year quarter [4] - 'Geographic Revenues- Other Brands' is expected to be $34.25 million, suggesting a significant decline of -70.2% year over year [4] Group 3 - 'Geographic Revenues- Asia' is estimated at $261.86 million, reflecting a year-over-year change of +0.7% [5] - Over the past month, shares of Levi Strauss have returned +10.6%, outperforming the Zacks S&P 500 composite's +5.2% change [5] - Currently, LEVI holds a Zacks Rank 3 (Hold), indicating its performance may align with the overall market in the near future [5]
SMCP - Update on the forced proceeding of the related shares July 2025
Globenewswire· 2025-07-04 13:52
Core Viewpoint - The Singapore High Court has ordered Dynamic Treasure Group Ltd to return a 15.5% stake in SMCP to European Topsoho S.à r.l. This order must be complied with within one week of notification, although it remains subject to potential appeal [1][2]. Group 1: Company Overview - SMCP is a global leader in the accessible luxury market, featuring four Parisian brands: Sandro, Maje, Claudie Pierlot, and Fursac. The company operates in 53 countries and has over 1,600 stores globally, along with a strong digital presence [3]. - The company is led by CEO Isabelle Guichot and was founded by Evelyne Chetrite and Judith Milgrom in Paris in 1984 and 1998, respectively. Claudie Pierlot and Fursac were acquired by SMCP in 2009 and 2019 [3]. - SMCP is listed on the Euronext Paris regulated market, with the ISIN Code FR0013214145 and ticker SMCP [3].
All You Need to Know About Adidas (ADDYY) Rating Upgrade to Strong Buy
ZACKS· 2025-07-03 17:00
Core Viewpoint - Adidas AG has received an upgrade to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][4]. Earnings Estimates and Ratings - The Zacks rating system is based solely on a company's changing earnings picture, tracking the Zacks Consensus Estimate for EPS from sell-side analysts [2]. - The Zacks rating upgrade for Adidas reflects an improvement in the company's earnings outlook, which is expected to lead to increased buying pressure and a rise in stock price [4][6]. Impact of Earnings Estimate Revisions - Changes in a company's future earnings potential, as indicated by earnings estimate revisions, are strongly correlated with near-term stock price movements [5]. - Institutional investors often rely on earnings estimates to determine the fair value of a company's shares, leading to significant stock price movements based on their buying or selling activities [5]. Performance of Zacks Rank System - The Zacks Rank stock-rating system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [8]. - The upgrade of Adidas to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [11]. Current Earnings Estimates for Adidas - Analysts expect Adidas to earn $4.32 per share for the fiscal year ending December 2025, with a 4.5% increase in the Zacks Consensus Estimate over the past three months [9].
X @Bloomberg
Bloomberg· 2025-07-03 16:47
Nike will face pressure to raise prices higher than expected after the US and Vietnam reportedly reached a new trade agreement that boosts tariffs https://t.co/Tf0xqERUtI ...
Nike's Stock Just Got an Upgrade: Is a Real Comeback Brewing?
MarketBeat· 2025-07-03 11:41
Core Viewpoint - Nike's stock experienced a significant rally of nearly 15% following its fourth-quarter earnings report, despite reporting a 12% drop in revenue and an 86% decline in profits, indicating a shift in investor sentiment towards a potential recovery story [1][2]. Financial Performance - Nike reported quarterly earnings of $0.14 per share, surpassing analyst expectations, which signals management's control over the business [3]. - The company's inventories remained flat year-over-year at $7.5 billion, a positive sign as it indicates effective inventory management and the ability to sell products at full price [4][5]. Strategic Developments - Nike introduced a new strategy called "sport offense," aimed at revitalizing its market position and focusing on innovative product launches [6][9]. - The company is intentionally reducing marketing for older sneaker lines, leading to a 26% drop in direct-to-consumer digital sales, which is viewed as a necessary short-term sacrifice for long-term gains [7][8]. Market Outlook - Analysts have upgraded their outlook on Nike, reflecting a growing belief in the company's recovery potential, with an average price target of $77.19 and some as high as $115.00 [9][10][11]. - The market is now focusing on Nike's comeback plan, moving past its historical struggles, which is seen as a vote of confidence in the company's future [10][11].