Welcome to a new episode of Yahoo Finance's opening bid unfiltered podcast. I'm Yahoo Finance executive editor Brian Sazi. I am so excited for my next guest, very special guest, someone whose career I have followed for for a long time.She's killing it at the company uh she is leading. That's Joanne Creviser, the uh Tapestry CEO. Joan, good to see you.Oh, it's been so long. Holy cow. It's been it's been too long.>> I'm feeding off your energy. It's [laughter] definitely been too long. >> I'll try to break it ...

Sima Ganwani Ved cofounded the Apparel Group 30 years ago, building a multinational conglomerate with more than 2,300 stores across 14 countries. #ForbesOver50 Global: https://t.co/jf5dRQZfzP📸: Ashish Vaishnav/SOPA Images via Getty Images https://t.co/57G31Le7Y7 ...

Alice Walton is the world’s richest woman on the 2026 #ForbesBillionaires list.The only daughter of Sam Walton, founder of Walmart, the heiress sits among the world’s wealthiest thanks to her stake in the retail giant.Walton and French L'Oréal heiress Francoise Bettencourt-Meyers are the only two women worth more than $100 billion.See how they rank among the richest people on the planet: https://t.co/u1RNTgDRhk (Illustration: Neil Jamieson for Forbes) ...

Bed Bath & Beyond has agreed to acquire storage and organization retailer The Container Store and its brands Elfa and Closet Works in a push to fill gaps in the company’s retail and home services strategy https://t.co/P5SOjPbvXe ...

Um, let's turn to another retail loser today. That would be Nike. The stock falling 15% following its earnings last night.While headline numbers beat its guidance misestimates, the stock is now at an 11-year low as it continues to focus on a turnaround that brought back former CEO Elliot Hill in 2024. The company admitting on the call that parts of the turnaround are taking longer than expected. Our next guest has lowered his price target from 80 to 57, but still got a buy rating on the stock.Let's bring in ...

Andrew Lutfy was upbeat after his fast-fashion retailer reported excellent results. But before digging into the financial details with analysts, he decided to go on a rant about politics — in French https://t.co/xcMa2vt6pZ ...

Canadian fast-fashion retailer Groupe Dynamite Inc. reported earnings above estimates in its fourth quarter and provided an optimistic outlook for the current fiscal year. The shares rose. https://t.co/8kWsVRyrkJ ...

Core Viewpoint - Both Costco and Amazon have shown growth potential for investors, with each company having distinct business models and strengths in the retail sector [1]. Costco - Costco operates primarily through its warehouse model, offering essential items at low prices by purchasing in bulk, which leads to low margins but significant profit from membership fees [3][4]. - The current trading valuation of Costco shares is at 48 times forward earnings estimates, a decrease from over 55 times a year ago [6]. - Costco's market capitalization stands at $442 billion, with a current share price of $996.43 and a gross margin of 12.93% [7]. Amazon - Amazon, while also focusing on customer value, has a significant profit driver in its Amazon Web Services (AWS) segment, which has seen substantial revenue growth due to demand for AI products and services [9]. - The company's valuation has decreased to 25 times forward earnings estimates from over 35 times six months ago [10]. - Amazon's market capitalization is $2.2 trillion, with a current share price of $208.01 and a gross margin of 50.29% [11]. Investment Considerations - Both Costco and Amazon are considered strong long-term portfolio additions, currently trading at more reasonable valuations compared to previous months [11]. - Investment choices may depend on individual strategies: cautious investors might prefer Costco for its retail stability and dividends, while those seeking growth may lean towards Amazon for its AI market dominance [12][13].

Core Viewpoint - The article suggests that despite rising implied volatility and market uncertainty, investors should consider certain dividend stocks as stable investment options. Group 1: Johnson & Johnson - Johnson & Johnson has an AAA credit rating, which is higher than that of the U.S. government, making it a reliable choice for investors [3] - The current market capitalization of Johnson & Johnson is $589 billion, with a current stock price of $244.49 and a dividend yield of 2.13% [4][5] - The company has a history of increasing dividends for 63 consecutive years, positioning it as a member of the Dividend Kings [5] - Healthcare demand remains steady regardless of market conditions, suggesting that Johnson & Johnson's business will continue to perform well even in adverse economic situations [6] Group 2: PepsiCo - PepsiCo has diversified its portfolio beyond sodas, owning a wide range of food and drink brands, which enhances its market presence [7] - The current market capitalization of PepsiCo is $212 billion, with a stock price of $155.29 and a dividend yield of 3.66% [8][9] - The company has strong brand loyalty, providing it with pricing power, and it has increased its dividend for 54 consecutive years, also classifying it as a Dividend King [9] Group 3: Walmart - Walmart is highlighted as a recession-resistant stock due to its strong underlying business model and everyday low prices [10] - The current market capitalization of Walmart is $991 billion, with a stock price of $124.28 and a dividend yield of 0.77% [11][12] - Walmart has a history of increasing dividends for 53 consecutive years, making it another member of the Dividend Kings, despite its lower dividend yield [12]

Company News - Vestas, a Danish wind energy developer, announced a 135-megawatt order in the U.S. for an undisclosed project, following a 90-megawatt order in the UK [3] - Analysts at Citi rated Vestas as a Buy, noting that the company's first-quarter order intake totaled 4.2 gigawatts, with expectations for continued order growth due to signs of market improvement in Germany and an upcycle in the U.S. [4] Industry News - Nike's shares listed in Frankfurt fell sharply after the retailer warned of declining sales for the remainder of the calendar year, with an anticipated 20% drop in its key China market during the current quarter [5]