Market Overview - Major U.S. stock indexes, including the S&P 500, Dow Jones Industrial Average, and Nasdaq, ended the holiday-shortened week with solid gains, with the S&P 500 reaching fresh record highs and up approximately 18% in 2025 [2][4] - Precious metals, particularly silver and gold, saw new highs driven by strong demand and supply constraints [2] Technology Sector - Nvidia (NASDAQ:NVDA) led technology gains, supported by a significant licensing agreement with AI-chip start-up Groq, enhancing its competitive position [3] - Micron (NASDAQ:MU) continued its year-long rally, becoming one of the top performers in the S&P 500 for 2025 [3] - Nvidia plans to start shipping H200 AI chips to China by mid-February, potentially reopening a major market previously affected by export restrictions [7] Retail and Space Stocks - D-Wave Quantum, Rigetti Computing, and IonQ experienced stock price increases due to a "Santa Rally" driven by retail investor momentum, with D-Wave's stock rising nearly 20% after its system was confirmed for a CES 2026 showcase [6] - Space-related stocks surged following President Trump's executive order aimed at enhancing U.S. dominance in space, with companies like Sidus Space and Rocket Lab benefiting from the optimism surrounding commercial space activities [8] Defense Sector - China imposed sanctions on several U.S. defense companies, including Boeing and Northrop Grumman, in response to a significant U.S. arms sale to Taiwan, which has raised tensions between the two nations [11] Oracle's AI Strategy - Oracle Corp. (NYSE:ORCL) shares fell approximately 30% this quarter due to investor concerns over its aggressive AI infrastructure spending, despite adjusted earnings exceeding forecasts [12]

Core Viewpoint - UBS maintains a Neutral rating and a $62 price target on Nike Inc., highlighting improving brand momentum but a longer-than-expected turnaround timeline [1] Group 1: Brand Strength and Consumer Perception - Results from UBS Evidence Lab's 11th global sportswear survey indicate year-over-year improvement in Nike's brand strength, reinforcing confidence in the brand's potential for recovery [2] - A higher proportion of consumers reported that Nike products are easy to find both in stores and online, reversing previous declines and reaching a new peak in the latest survey [3] - Nike's renewed focus on sports has resonated with consumers, with the percentage viewing the brand as "good for doing sports" returning to 2019 peak levels, supporting long-term brand equity [4] Group 2: Operational and Financial Outlook - Despite positive survey results, UBS argues that operational and financial improvements for Nike are likely to take longer than current market expectations [2]

We recently published 10 Stocks on Jim Cramer’s Radar.  NIKE, Inc. (NYSE:NKE) is one of the stocks on Jim Cramer's radar. NIKE, Inc. (NYSE:NKE) is a stock that Jim Cramer frequently discusses. The firm reported its second fiscal quarter earnings on December 18th. The results saw NIKE, Inc. (NYSE:NKE)’s $12.43 billion in revenue and $0.53 in earnings beat analyst estimates of $12.22 billion and $0.38. However, media reports suggested that a 17% drop in Chinese revenue contributed to a post-earnings share p ...

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Core Insights - Ralph Lauren Corporation (RL) is leveraging its iconic brand portfolio and product innovations to drive growth through its Next Great Chapter strategy, focusing on digital transformation and enhanced consumer engagement [1][10]. Digital Transformation - The company is investing in personalization, mobile capabilities, omnichannel experiences, and fulfillment, resulting in a 15% increase in digital sales in North America, 17% in Europe, and 36% in Asia [2][10]. - Digital sales are becoming a significant portion of total revenues, supported by investments aimed at connecting with younger and more diverse consumers [2]. Distribution and Retail Strategy - Ralph Lauren is optimizing its distribution channels and strengthening wholesale partnerships while enhancing its retail network to maintain a premium market position [3]. - The company reported a 13% increase in global direct-to-consumer comparable store sales in the second quarter of fiscal 2026, with positive retail comparisons across all regions and channels [4][10]. Growth Strategy - The Next Great Chapter initiative emphasizes brand elevation, consumer centricity, and operational agility, aiming to expand into high-growth markets like Asia while reinforcing its presence in core regions [4][5]. - The strategy is expected to drive sustainable growth, expand market share, and solidify Ralph Lauren's leadership in the luxury lifestyle sector [5]. Financial Performance - Ralph Lauren's shares have increased by 32.2% over the past six months, contrasting with a 7% decline in the industry [8]. - The company is currently trading at a forward price-to-earnings ratio of 21.99X, compared to the industry average of 16.48X [9]. Earnings Estimates - The Zacks Consensus Estimate indicates a year-over-year earnings per share (EPS) growth of 24% for fiscal 2026 and 9.9% for fiscal 2027 [11].

Core Insights - NIKE Inc.'s recent performance indicates a growing imbalance in its channel strategy, raising questions about sustainable growth [1] - The contrast between strong wholesale growth and struggling digital sales is central to current investor and industry discussions [1] Wholesale Performance - NIKE's wholesale strategy is effective, with strong relationships with retail partners, improved inventory management, and a diversified product mix driving growth, particularly in North America [2] - The wholesale segment has provided operational leverage and stability during transitional periods, supporting revenue and margin recovery [2] Digital Channel Challenges - NIKE Digital has experienced declining sales due to reduced promotions, lower traffic, and efforts to reposition as a premium channel, creating short-term revenue challenges [3] - The effectiveness of NIKE's channel strategy hinges on balancing wholesale success with a revitalized digital experience that complements its marketplace ecosystem [4] Competitive Landscape - Key competitors include adidas AG and lululemon athletica inc., both of which face challenges in their digital channels despite strong wholesale networks [5] - adidas benefits from a robust global wholesale network, while its digital performance has been inconsistent [6] - lululemon's selective wholesale relationships support its premium image, but it also faces digital growth moderation amid increasing competition [7] Financial Performance - NIKE shares have declined by 13.7% over the past three months, slightly worse than the industry's decline of 12.3% [8] - The company’s wholesale business has driven solid growth, while digital sales have decreased [9] - NIKE trades at a forward price-to-earnings ratio of 28.14, higher than the industry average of 26.10 [10] - The Zacks Consensus Estimate indicates a 27.3% decline in fiscal 2026 earnings, followed by a projected growth of 55.5% in fiscal 2027 [11]

Core Insights - ON Holding AG (ONON) has demonstrated strong growth in the EMEA region, particularly driven by the United Kingdom and France, with net sales reaching CHF 213.3 million in Q3 2025, marking a 28.6% year-over-year increase on a reported basis and 33% on a constant-currency basis [1][7] Group 1: Market Performance - The United Kingdom has become one of ON Holding's largest markets, with significant strength in the direct-to-consumer channel contributing to EMEA's growth acceleration [2] - France, along with Germany and Italy, has shown increased brand awareness and consumer interest, aiding in capturing a larger share of the premium sportswear market [2] Group 2: Retail Strategy - The company's strategy of establishing physical brand hubs has enhanced its presence in Europe, with a new store opening in Zurich and strong performance from the Champs-Élysées location in Paris [3] Group 3: Financial Metrics - ON Holding's shares have increased by 7.7% over the past month, while the industry average rose by 8.7%, with competitors Deckers and Wolverine seeing gains of 15.8% and 8.9%, respectively [4] - The forward price-to-earnings (P/E) ratio for ON Holding is 27.22, which is higher than the industry average of 18.06, indicating a premium valuation compared to Deckers and Wolverine [5] Group 4: Sales and Earnings Estimates - The Zacks Consensus Estimate for ON Holding's current financial-year sales suggests a year-over-year growth of 41.2%, while earnings per share are expected to decline by 13.6% [8] - Current quarter sales estimates are projected at CHF 894.52 million, with a year-over-year growth estimate of 29.41% [9]

Michael Zakur. Did I say that correctly. Michael, thank you.F five new digital founder and author of the new retail. All right. Can we talk about this calendar thing.Did it matter at all this year. In your opinion, >> it did matter. Um it was it jumped out at me immediately in the summer, you know, when I'm planning my holiday rituals and uh what I'm doing for my own shopping and working with my clients.I said, "Oh my god, we're only going to have I think it was 27 days between right uh Thanksgiving and and ...

In this article, we will look at the 15 Best Affordable Stocks to Buy According to Analysts.On December 24, Kevin Mahn, President and CIO of Hennion & Walsh Asset Management, appeared on a CNBC Television interview to discuss his market outlook for 2026. He noted that 2025 has been a phenomenal year, with 41 record high closes for the S&P 500, resulting in a total return of around 18%. Moreover, the market also reached a 3-year anniversary of the bull market. Mahn believes that 2026 is going to be another b ...

不完全统计，今年以来已经有十余个韩国潮牌在中国市场开设首店。这波韩流品牌多为设计师品牌、走高端化路线、重视文化输出。 背靠一个名副其实的小众品牌培养皿，新一波韩流正在来袭。 不久前，由安踏集团参股的韩国时尚公司MUSINSA一周内在中国内地开出两家「国际首店」——全球首家海外旗舰店MUSINSA STANDARD在上海淮海 路的百盛购物中心正式开业；多品牌集合店MUSINSA STORE在上海安福路一间百年历史独栋建筑内亮相。 不完全统计，今年以来已经有Rest & Recreation、emis、Raive、Fakeme、Contect X、AderError、Satur等十余个韩国潮牌在中国市场开设首店，其中一些 品牌还是首次进入中国内地。 与之形成对比的是，曾凭借小雏菊、腊肠狗图案走红的Mardi Mercredi，不久前宣布关闭在中国的全部线下店；因女团风受到关注的chuu，门店客流不及 巅峰时期，出现关闭部分门店的情况。 这背后当然有服饰行业面临高运营成本、流量竞争加剧和消费者偏好变化快等线上线下渠道的双重压力。加之，国内线下实体消费呈弱复苏，部分品牌线 下布局谨慎。国家统计局数据显示，今年1-6月 ...