Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Before it was known as Tapestry (TPR) and an owner of the Coach and Kate Spade Brands, Coach was just Coach — maker of handbags and accessories that dominated mall racks. But like with every retailer in business for decades, Coach has stories to tell. Yahoo Finance Executive Editor Brian Sozzi sits on the Opening Bid Unfiltered podcast with former longtime Coach CEO Lew Frankfort. Frankfort is out wit ...

Economic Growth - China's GDP growth is expected to slow to 4.8% in Q3 2025, down from 5.2% in the previous quarter [1] - Analysts predict that fixed-asset investment will only expand by 0.1% in the first nine months of the year [2] Retail and Industrial Performance - Retail sales are anticipated to slow to 3% year-on-year in September [2] - Industrial production is likely to ease to 5% [2] Inflation Trends - The core consumer price index rose at its fastest pace since February 2024, indicating some inflationary pressure [3] - However, headline inflation fell by 0.3%, reflecting ongoing deflationary pressures [3] Export Resilience - Despite ongoing trade tensions with the U.S., China's exports have shown continued resilience [2]

Core Points - A new individual business named "Youjiu Yougu Sales Store" has been established in Nanchong City, Shunqing District, with a registered capital of 16,800 RMB [1] - The legal representative of the business is Gu Yang, and its operating scope includes licensed projects for liquor sales, as well as general projects such as food sales (only pre-packaged food), daily necessities sales, and office supplies sales [1] - The business is permitted to conduct operations autonomously based on its business license, except for projects that require approval from relevant authorities [1]

Walmart named a company veteran to lead the expansion of drones and other new technologies for the big-box retailer to bring products to shoppers https://t.co/bWaPU9jKUB ...

Core Viewpoint - FlexShopper, Inc. is facing delisting from Nasdaq due to failure to file required financial reports by the deadline [1][2] Group 1: Delisting Process - Nasdaq has initiated a delisting process for FlexShopper's common stock due to the company's non-filing of its Annual Report on Form 10-K for the year ended December 31, 2024, and two Quarterly Reports on Form 10-Q for the periods ended March 31, 2025, and June 30, 2025 [1] - The final deadline for filing these delinquent reports was October 13, 2025, as per Nasdaq Listing Rule 5250(c)(1) [1] Group 2: Appeal and Trading Suspension - If FlexShopper does not request a hearing to appeal the delisting by October 21, 2025, trading of its common stock will be suspended on October 23, 2025 [2] - The company has indicated that it does not intend to request a hearing [2]

Financial Earnings - Financial stocks had a strong earnings week, with Wells Fargo (WFC) up 7%, Morgan Stanley (MS) up 5%, Citi (C) up 4%, and Bank of America (BAC) up 4% following their earnings releases [6][5] - The IPO market is opening up with numerous deals being announced, indicating strength in deal-making and investment banking [7] - Despite positive earnings from major banks, regional banks faced challenges, with Zion Bancorp (ZION) down 13% due to a loan write-down, Jefferies (JEF) down 11% from exposure to a bankrupt auto parts maker, and Western Alliance (WAL) down 11% after suing a borrower for fraud [8] Economic Data and Government Shutdown - The ongoing government shutdown has resulted in a lack of economic data, with the market remaining resilient despite the shutdown lasting 17 days [11][12] - The upcoming CPI data and delayed jobs report are critical, as investors are currently "flying blind" regarding economic indicators [14][15] - Inflation is expected to remain in the 2.8% to 3% range, while the lack of jobs data could reveal underlying economic weaknesses [16][17] AI Deal Making - The AI sector continues to drive market enthusiasm, with significant deals announced, including OpenAI partnering with Broadcom (AVGO), Salesforce (CRM), and Walmart (WMT), the latter seeing a 5% stock increase [19][20] - The spread of AI technology is impacting various sectors, with companies like Caterpillar (CAT) benefiting from AI infrastructure build-outs, leading to a 48% year-to-date increase in its stock price [24][25] Gold and Precious Metals - Gold prices have surged 62% year-to-date, peaking just below $4,380 an ounce, driven by inflation concerns and a flight to safety amid economic uncertainty [35][36] - The market is experiencing a "barbell philosophy," with investments in both high-growth AI stocks and traditional safe-haven assets like gold [36] Cryptocurrency Market - Bitcoin has shown significant volatility, peaking at $126,000 before dropping to $106,000, contrasting with gold's upward trend [39] - The crypto market is still maturing, with liquidations occurring as investors may be using crypto as a first source of cash during economic difficulties [40] Bond Market - The bond market has seen a decline in yields, with the 10-year bond dropping from 4.5% to around 4%, reflecting a flight to safety amid economic concerns [41][42] - The bond market is viewed as a barometer for overall economic sentiment, with mixed signals from the stock market and ongoing fears of an AI bubble [43][46] Upcoming Earnings Reports - Upcoming earnings reports from major companies like Tesla (TSLA), Netflix (NFLX), General Motors (GM), Ford (F), Texas Instruments (TXN), Intel, and Amazon (AMZN) are anticipated to provide insights into consumer spending and economic conditions [47][48][51]

Group 1 - The Dow Jones Industrial Average is experiencing gains, primarily driven by American Express, which reported earnings of $4.14 per share on record revenue of $18.4 billion, surpassing Wall Street estimates [1] - Visa is also performing well as customers are increasingly using their credit and debit cards [2] - Walmart is investing in technology to enhance its online business, contributing to its positive stock performance [2] Group 2 - Shares of Zions Bancorp and Western Alliance Bancorp rebounded after previous losses, with Zions up 5.1% to $49.34 and Western Alliance up 2.2% to $71.94 [3] - Oracle's stock fell 5.5% to $296 due to investor skepticism regarding its artificial intelligence growth plans, indicating concerns about potential market bubbles [4] - Gold prices decreased by $52 to $4,254 per troy ounce, while silver dropped by $2.67 to $50.625, reflecting broader market concerns [4] Group 3 - The Standard & Poor's 500 Index rose by six points to 6,636, and the Nasdaq Composite Index increased by two points to 22,565, indicating a mixed market performance [5] - The Dow is the standout performer of the day, up 177 points to 46,129, largely attributed to American Express's strong results [5] - The 10-year Treasury yield rose back above 4% to 4.012%, while Bitcoin saw a decline of 2.2% to $105,859, down nearly 15% from its August all-time high [5]

Core Insights - The article highlights the successful marketing strategy of Nanjing Road during the Mid-Autumn Festival and National Day, which resulted in a sales increase of over 23% in the overall business district [1][6] - Nanjing Road's transformation from "popularity" to "commercial vitality" showcases its core competitiveness and serves as a replicable model for the upgrade of traditional commercial streets [1][6] Marketing Strategy - The gold bar lottery event was a well-designed marketing initiative that effectively converted foot traffic into sales, with a consumption threshold of 126 yuan balancing participation and incentive [2][3] - The event generated over 330,000 lottery codes within 12 days, successfully transforming holiday popularity into consumer spending [1][2] Performance Metrics - From September 27 to October 8, foot traffic in key commercial entities like New World City and New World Daimaru increased by 35% year-on-year, with sales rising by 19.54% [3][5] - On October 6, sales surged by 165%, and the food sector under the group saw a 20.14% year-on-year increase in sales due to the event's popularity [3][5] Diverse Business Models - Nanjing Road's ability to cater to a wide range of consumer needs is enhanced by its diverse business offerings, combining traditional and trendy elements [3][5] - The introduction of new products from established brands and the presence of trendy stores attract both older and younger demographics, creating a multi-generational shopping environment [3][5] Experience Enhancement - The transformation of Nanjing Road from a linear shopping street to a complex district has redefined consumer experiences, encouraging longer stays rather than single purchases [5][6] - The integration of cultural and entertainment events during the holidays has further enriched the shopping experience, positioning Nanjing Road as a "city living room" rather than just a shopping street [5][6] Strategic Insights - Nanjing Road's approach to reconfiguring the relationship between "people, goods, and space" demonstrates a deep understanding of user engagement and content supply, allowing it to maintain its leadership in the industry [6] - The combination of short-term traffic generation and long-term ecological construction is essential for sustaining competitive advantage in the evolving commercial landscape [6]

Core Insights - American Eagle Outfitters, Inc. (AEO) has shown renewed optimism entering the second half of fiscal 2025, driven by stronger brand momentum, improved profitability, and strategic execution [1] - The company's innovative marketing campaigns and collaborations have significantly boosted customer engagement and brand relevance, particularly among younger audiences [2] - AEO's disciplined financial management and cost control measures have led to operating income growth despite a slight revenue decline, showcasing a commitment to sustainable growth [3] Financial Performance - AEO achieved mid-single-digit comparable sales growth in the fiscal third quarter, indicating continued momentum across its brands [4] - The company's shares have increased by 49.9% over the past three months, outperforming the industry average decline of 1.1% [5] Valuation - AEO's forward 12-month P/E ratio stands at 11.60X, which is lower than the industry average of 17.55X and the sector average of 24.70X, suggesting a modest discount compared to peers [8]

Group 1 - The stock market showed mixed signals with Dow Jones futures slightly higher, while S&P 500 and Nasdaq futures reduced losses [1] - Interactive Brokers and American Express exceeded earnings expectations, while Oracle raised its long-term growth forecasts [1] - The market rally initially opened strong but reversed lower, particularly affecting small-cap stocks, with regional banks experiencing sell-offs due to concerns over bad loans [1] Group 2 - Walmart is highlighted as a significant player in the S&P 500, alongside a profitable biotech company, as stocks to watch in a volatile market [2] - The market environment is described as tricky, indicating potential challenges for investors [2] Group 3 - Taiwan Semiconductor Manufacturing Company (TSMC) is recognized as a leading tech standout, featured on various stock lists [4] - The stock market is influenced by external factors such as comments from former President Trump regarding China and upcoming CPI inflation data [4] - Tesla is positioned as a key stock to watch, with expectations of strong third-quarter earnings, despite potential risks [4]