Market Performance - Major U.S. indexes showed mixed performance last week, with the Nasdaq Composite, S&P 500, and Dow Jones Industrial Average declining by 2.7%, 1.4%, and 0.5% respectively [1] - Investors are shifting focus from high-valuation technology and AI stocks to more defensive sectors due to market volatility [1] Federal Reserve and Economic Data - The end of a 43-day government standoff has reduced political risks, but delays in key economic data releases have created uncertainty for the Federal Reserve and investors [2] - The Fed is balancing economic growth and inflation, with inflation remaining above the 2% target and a resilient labor market casting doubt on December rate cut expectations [2] Zacks Research Performance - Zacks Research has provided guidance that led to significant stock performance, with Macy's shares increasing by 14.9% since its upgrade to Zacks Rank 1 on September 18, outperforming the S&P 500's 2.2% increase [3][4] - Fresnillo plc also saw a 7.2% return since its upgrade to Zacks Rank 1 on September 19, compared to the S&P 500's 1.8% increase [4] Zacks Model Portfolio Returns - A hypothetical portfolio of Zacks Rank 1 stocks returned +8.64% in 2025 through September 1, outperforming the S&P 500's +7.60% [4] - The Zacks Model Portfolio has outperformed the S&P 500 index by over 12 percentage points since 1988, with an annualized average return of +23.8% compared to +11.3% for the S&P 500 [5] Specific Stock Performances - United Natural Foods, Inc. (UNFI) shares increased by 32.4% after its Zacks Recommendation was upgraded to Outperform [7] - Caterpillar Inc. (CAT) gained 35.9% over the past 12 weeks, while CACI International Inc. (CACI) returned 20.1% during the same period [10] Earnings Certain Admiral Portfolio (ECAP) - The ECAP returned -1.30% in Q3 2025, underperforming the S&P 500's +8.1% gain, and +2.72% year-to-date compared to the S&P 500's +14.84% [15] - The portfolio aims to minimize capital loss by holding shares of companies with a proven track record of earnings stability [16] Earnings Certain Dividend Portfolio (ECDP) - Johnson & Johnson (JNJ) returned 10.9% over the past 12 weeks, while UnitedHealth Group (UNH) increased by 5.9% [18] - The ECDP returned -0.01% in Q3 2025, underperforming the S&P 500's +8.1% gain [20] Top 10 Stock Portfolio - MasTec, Inc. (MTZ) has jumped 41.2% year-to-date, outperforming the S&P 500's 14.7% increase [22] - The Top 10 portfolio has produced a cumulative return of +2,553.1% since 2012, significantly outperforming the S&P 500's +545.2% [24]

Key Takeaways Walmart launches wider low-price offers and faster fulfillment to boost holiday demand.WMT emphasizes items under $20 and early online access for Walmart members to drive loyalty. Walmart spreads out web-only discounts and enhances rapid delivery to maintain shopper engagement. Walmart Inc. (WMT) , which named John Furner as the new president and CEO (from Feb. 1, 2026), is entering the holiday season with a more aggressive value strategy. The company is rolling out more deals and faster fulfi ...

Retailer John Lewis has launched what it is calling a “premium” retail media proposition at its freshly-refurbed outlet in Dartford’s Bluewater shopping centre.The new-look department store will now feature a seven metre-high digital billboard in its atrium, forming part of a series of high-impact touchpoints dotted throughout the shop.One of eight new digital screens mounted in the store, the seven-by-four-metre billboard has been designed to “help bring cinematic above-the-line content to customers” accor ...

Market Performance - The S&P BSE Sensex rose over 200 points to trade above 84,800, while the NSE Nifty 50 advanced over 50 points to rise above 25,950 [1][13] - The Nifty Bank index set a fresh record, jumping past 58,000 and hitting an intraday high of 58,905.80 [1][13] - Mid-cap and small-cap stocks extended their advance, with broader gauges rising 0.4% and 0.5% [1][13] Corporate Earnings - Q2 results indicate an uptrend in earnings growth, with net profits having grown by 10.8%, marking the best performance in the last six quarters [5][13] - Discretionary consumption, particularly in automobiles, is expected to lead earnings growth in Q3 [6][13] Foreign Institutional Investment - Foreign Institutional Investors (FIIs) sold equities worth over Rs 4,968 crore on November 14, while Domestic Institutional Investors (DIIs) were net buyers of Rs 8,461.5 crore [7][13] Economic Indicators - The Nifty 50 now trades 1.2% below its all-time high of 26,277.37 reached in September 2024 [4][13] - Expectations for a U.S. rate cut in December have slipped to 40% from over 60% last week, impacting market sentiment [8][13] Global Market Context - Asian equities opened cautiously as investors awaited corporate earnings and U.S. data, focusing on interest-rate outlook and AI rally durability [8][13] - Oil prices slipped, with Brent crude falling 58 cents to $63.81 a barrel and U.S. West Texas Intermediate down 59 cents to $59.50 [11][13]

Core Insights - A new company named Jianghua Anting Department Store (sole proprietorship) has been established, with a registered capital of 50,000 RMB and led by legal representative Feng Bingbing [1] Company Overview - The company operates in various sectors, including daily necessities sales, lighting equipment sales, semiconductor device sales, electronic products sales, and more [1] - The business scope includes the sale of mother and baby products, clothing and accessories, toys, furniture, and related components [1] - The company is authorized to conduct business activities independently based on its business license, except for projects that require legal approval [1]

Core Insights - Dillard's Inc. reported third-quarter fiscal 2025 results with both earnings and sales exceeding expectations and showing year-over-year growth [1][2][9] Financial Performance - Earnings per share (EPS) reached $8.31, surpassing the Zacks Consensus Estimate of $6.43, and increased by 7.5% from $7.73 in the same quarter last year [1][9] - Net sales amounted to $1.469 billion, a 2.9% increase from the prior-year quarter, exceeding the consensus estimate of $1.425 billion [2][9] - Total retail sales (excluding CDI Contractors, LLC) rose 3.3% year over year to $1.401 billion, with comparable sales also increasing by 3% [3][9] Category Performance - Strong sales growth was observed in ladies' accessories and lingerie, juniors' and children's apparel, and ladies' apparel, while shoes saw moderate growth [3] - Home and furniture, men's apparel and accessories, and cosmetics experienced slight growth [3] Margin and Expenses - Consolidated gross margin expanded by 80 basis points to 43.4%, with retail gross margin also increasing by 80 basis points to 45.3% [4][9] - Selling, general and administrative expenses (SG&A) as a percentage of sales were 30%, up 60 basis points from the prior year, with total SG&A expenses increasing by 5.1% year over year to $440.4 million [5][9] Cash Flow and Share Repurchase - Dillard's ended the quarter with cash and cash equivalents of $1.149 billion and long-term debt of $225.7 million [7] - The company repurchased 30,000 shares for $107.8 million, averaging $359.16 per share, with $165.2 million remaining under its current share repurchase authorization [8] Future Outlook - For fiscal 2025, Dillard's forecasts capital expenditure of $100 million, a decrease from $105 million in fiscal 2024 [10] - The company expects depreciation and amortization expenses of $180 million and projects interest and debt income of $7 million [11]

Core Insights - Dillard's, Inc. has launched a limited-edition capsule collection named Sydney Silverman x Gianni Bini, available on dillards.com and in stores nationwide, featuring a blend of luxury and West Coast style [9][15][16] Product Offerings - The collection includes a variety of items such as pants, jackets, tops, dresses, outerwear, and footwear, with sizes ranging from 0-14 for apparel and 5-12 for footwear [16] - Specific items highlighted include the Rudman Top, Antoci Pant, Haslee Boot, Anya Top, Good Jean, Lily Top, and Bailey Pant, all available exclusively at Dillard's [4][11][7][8] Design Inspiration - The collection is described as defining a new American classic, combining Western edge with city sophistication, featuring materials like plush knits and tailored denim in rich, cozy neutrals [15] Brand Collaboration - Sydney Silverman, a fashion influencer, expresses excitement about the collaboration, citing her personal journey and connection to Dillard's as significant [16] - Dillard's Vice-President of Merchandising, Alexandra Dillard Lucie, emphasizes the anticipation from customers and the blend of Silverman's Colorado roots with urban experiences in the collection [16] Brand Background - Gianni Bini, launched in 2001, is Dillard's largest ladies' contemporary brand, focusing on high-quality, trend-forward designs that cater to modern women's lifestyles [18] - Sydney Silverman is recognized for her polished yet approachable style, resonating with a loyal community and collaborating with various leading brands [17]

Core Insights - Dillard's Inc. reported third-quarter earnings significantly above analyst expectations, leading to a more than 20% increase in share price during intra-day trading [1] Financial Performance - The company posted earnings per share of $8.31 for the quarter ended November 1, 2025, exceeding analysts' estimates of $5.80 [2] - Revenue for the quarter was $1.47 billion, surpassing the consensus estimate of $1.41 billion [2] - Net income reached $129.8 million, an increase from $124.6 million a year earlier [3] Sales Growth - Total retail sales increased by 3% year over year, with comparable store sales also rising by 3% [2] - Retail gross margin improved to 45.3% of sales, compared to 44.5% in the same period last year, indicating stronger performance across multiple product categories [3]

Group 1 - Dillard's reported quarterly earnings of $8.31 per share, reflecting a year-over-year increase of 7.5%, surpassing analyst expectations [1] - The strong earnings performance of Dillard's is seen as a positive indicator ahead of major retail earnings reports [1] - The stock of Dillard's broke out past a buy area, indicating strong market interest [1] Group 2 - Kohl's received a Relative Strength Rating upgrade to 91, indicating improving technical performance [2][4] - Dillard's earned a Relative Strength Rating of 92, showcasing its market leadership [4] - Macy's chart improved following a Q2 earnings beat, with a key metric reaching a three-year high [4]

Core Insights - Dillard's reported revenue of $1.47 billion for the quarter ended October 2025, marking a year-over-year increase of 2.9% and exceeding the Zacks Consensus Estimate by 3.1% [1] - The earnings per share (EPS) for the same period was $8.31, up from $7.73 a year ago, representing a surprise of 29.24% over the consensus estimate of $6.43 [1] Financial Performance Metrics - Comparable store sales increased by 3% year-over-year, significantly outperforming the three-analyst average estimate of 0.1% [4] - Service Charges Interest and Other Income reached $22.2 million, slightly above the estimated $21.97 million, but reflecting an 8.3% decline compared to the previous year [4] - Dillard's stock has returned +0.9% over the past month, underperforming the Zacks S&P 500 composite's +4.6% change, and currently holds a Zacks Rank 4 (Sell) [3]