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Lululemon: The Situation Is Better Than You Think
Seeking Alpha· 2025-08-13 11:26
Group 1 - The SPDR S&P Retail ETF (XRT) has returned 60% over the last five years, while lululemon (NASDAQ: LULU) has seen a decline of over 42% during the same period [1] - TQP Research focuses on a value-oriented investment approach, identifying businesses that align with long-term success criteria established by renowned investors [1] - The investment topics covered by TQP Research include market analysis, macroeconomic trends, large-cap blue chip companies, and undervalued micro-cap and small-cap stocks [1]
X @Forbes
Forbes· 2025-08-13 05:10
Indian immigrants Gurmer and Dashmeet Chopra started their careers reselling phone cases on eBay. Today, their fitness-inspired streetwear brand sells out every two weeks online—and is about to launch its first store. (Photo: Ethan Pines for Forbes) https://t.co/Qai4PlSDhe https://t.co/dek8Phy30X ...
Markets close higher, small business optimism hits 5-month high, what's driving the consumer
Yahoo Finance· 2025-08-12 22:24
Hello and welcome to Asking for a Trend. I'm Ally Canal and for the next half hour, we're breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve.Here are some of the trends we'll be diving into. Stocks rallied Tuesday after CPI data is released, and investors like what they heard. At the end of the session, all the major indexes ended the day higher.And in the wake of tariff policies ups and downs, ...
Should You Invest in the VanEck Retail ETF (RTH)?
ZACKS· 2025-08-12 11:21
Core Insights - The VanEck Retail ETF (RTH) is a passively managed fund launched on December 20, 2011, aimed at providing exposure to the Consumer Discretionary - Retail segment of the equity market [1][3] Fund Overview - RTH has accumulated assets of over $252.67 million, categorizing it as an average-sized ETF [3] - The ETF seeks to match the performance of the MVIS US Listed Retail 25 Index, which includes various retail distribution companies [4] Cost Structure - The annual operating expense ratio for RTH is 0.35%, making it one of the more cost-effective options in the market [5] - The ETF has a 12-month trailing dividend yield of 0.71% [5] Sector Exposure and Holdings - Approximately 58.3% of RTH's portfolio is allocated to the Consumer Discretionary sector, with Consumer Staples and Healthcare following [6] - Amazon.com Inc (AMZN) constitutes about 20.42% of total assets, with Walmart Inc (WMT) and Costco Wholesale Corp (COST) also among the top holdings [7] - The top 10 holdings represent around 71.58% of total assets under management [7] Performance Metrics - Year-to-date, RTH has returned approximately 9.39%, and it has increased by about 24.22% over the last 12 months as of August 12, 2025 [8] - The ETF has traded between $199.86 and $245.705 in the past 52 weeks, with a beta of 0.89 and a standard deviation of 15.79% over the trailing three-year period, indicating medium risk [8] Alternatives - RTH carries a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Consumer Discretionary ETFs [9] - Other alternatives include the Amplify Online Retail ETF (IBUY) and the SPDR S&P Retail ETF (XRT), with respective assets of $149.21 million and $324.20 million [10]
OneMain Holdings: There Should Be More Upside Despite Some Technical Risks
Seeking Alpha· 2025-08-12 03:41
Group 1 - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, with a focus on banks, telecommunications, logistics, and hotels [1] - The popularity of insurance companies in the Philippines has influenced investment strategies, leading to diversification beyond traditional savings in banks and properties [1] - The investment approach has evolved from initially focusing on blue-chip companies to a more diversified portfolio across various industries and market capitalizations [1] Group 2 - The entry into the US market occurred in 2020, following a period of learning and analysis through platforms like Seeking Alpha [1] - The investor has holdings in US banks, hotels, shipping, and logistics companies, indicating a broad interest in these sectors [1] - The comparative analysis between the US and Philippine markets has been a key aspect of the investment strategy, enhancing market understanding [1]
X @The Wall Street Journal
The Wall Street Journal· 2025-08-11 21:23
Exclusive: Bain Capital is considering an initial public offering of retailer Bob’s Discount Furniture for as soon as later this year https://t.co/GguXdbYaWg ...
大连特办赴吉林省实地调研生活必需品市场保供工作情况
Shang Wu Bu Wang Zhan· 2025-08-11 15:47
Core Viewpoint - The article emphasizes the importance of ensuring the supply of essential goods during flood prevention efforts, as directed by Xi Jinping and the Ministry of Commerce [1] Group 1 - The Dalian Special Office conducted a market supply research on essential goods in Changchun on August 7-8 [1]
Take the Zacks Approach to Beat the Markets: Digi Power X, RF Industries & Starbucks in Focus
ZACKS· 2025-08-11 12:45
Key Takeaways Last week, the U.S. markets experienced significant volatility. Major indexes, such as the Nasdaq Composite and the S&P 500, gained 1.88% and 0.94%, respectively, whereas the Dow Jones Industrial Average was largely flat. Investors are concerned about the health of the labor market and the impact of President Trump's escalating tariff threats, which could potentially slow down economic growth. However, strong corporate earnings have provided some sense of relief. The Institute for Supply Manag ...