Summary of Key Points Core Viewpoint - As of July 31, 2025, EssilorLuxottica, a global leader in the design, manufacture, and distribution of ophthalmic lenses, frames, and sunglasses, disclosed its outstanding shares and voting rights [2]. Group 1: Share Capital and Voting Rights - Total shares outstanding amount to 463,145,529 [3]. - The number of real voting rights, excluding treasury shares, is 461,156,230 [3]. - The theoretical number of voting rights, including treasury shares, remains at 463,145,529 [3]. - Voting rights are capped at 31% for any shareholder, as per the company's by-laws [3].

Core Insights - The company is better positioned than most to handle current uncertainties caused by tariffs and plans to implement strategic price increases to offset cost pressures [1][2] - For Q2, the company expects revenue between $2.54 billion and $2.56 billion, aligning with Wall Street's forecast, while reaffirming full fiscal year revenue guidance of $11.15 billion to $11.3 billion [1] - However, the anticipated EPS for Q2 is between $2.85 and $2.90, which is below analyst estimates of $3.29, indicating ongoing margin pressures [2] Macroeconomic Pressures - Inflation and high interest rates in the U.S. are negatively impacting consumer spending, particularly on discretionary items like premium activewear [4] - A shift in consumer priorities towards essentials is evident, leading to slower sales growth in North America, Lululemon's largest market [4] Trade and Supply Chain Risks - Trade policies and tariffs continue to affect the company's margins, with past duties already impacting profitability [5] - The company's supply chain is heavily reliant on Asia, with significant manufacturing in Vietnam (40%) and other countries, making it vulnerable to geopolitical tensions [6] Shifting Consumer Preferences - Younger consumers, particularly Gen Z, are moving towards looser styles that do not align with Lululemon's traditional offerings [7] - The rise of "dupe culture" on social media is challenging the brand's exclusivity and pricing power, as cheaper alternatives become more popular [8] Leadership and Innovation - Recent leadership changes have created uncertainty, but the company is focusing on innovation and enhancing digital capabilities [9] - The appointment of a Chief AI and Technology Officer indicates a strategic push towards integrating technology and AI into product development [10][11] Bottom Line - Near-term factors affecting the company include macroeconomic conditions such as inflation, tariffs, and consumer sentiment [12] - Long-term success will depend on the company's ability to adapt to fashion trends, compete with cheaper alternatives, and effectively leverage technology and AI [12]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks that exhibit recent price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify potential opportunities [3] Group 2: Case Study - Guess (GES) - Guess (GES) has shown significant price momentum, with a four-week price change of 29.9%, indicating growing investor interest [4] - Over the past 12 weeks, GES stock has gained 53.7%, with a beta of 1.24, suggesting it moves 24% more than the market [5] - GES has a Momentum Score of A, indicating a favorable time to invest based on its momentum characteristics [6] Group 3: Earnings Estimates and Valuation - GES has benefited from upward revisions in earnings estimates, earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - The stock is currently trading at a Price-to-Sales ratio of 0.28, suggesting it is undervalued, as investors pay only 28 cents for each dollar of sales [7] Group 4: Additional Opportunities - Besides GES, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies to help identify potential winning stocks based on various investing styles [9]

Core Viewpoint - Anta and Bosideng both denied reports regarding a potential acquisition of Canada Goose Holdings Inc, clarifying that the information is false and that they have no undisclosed information [1]. Group 1 - Bosideng issued a statement on the Hong Kong Stock Exchange, addressing media reports about a possible acquisition of Canada Goose, confirming that the reports are untrue [1]. - Anta also released a clarification, stating that it is not involved in any potential acquisition of Canada Goose [1].

Core Insights - The article discusses the marketing strategies of nine brands during the Qixi Festival, highlighting a shift from traditional romantic narratives to themes of self-love and cultural connections. It notes a significant gap between brand messaging and consumer perceptions, indicating a more interactive relationship between brands and audiences this year [4][5]. Brand Summaries LOEWE - LOEWE utilized a short drama format for its marketing, featuring actors Chen Duling and Chen Zheyuan, which attracted viewers primarily due to their popularity. The story revolves around a lost and found magpie charm symbolizing love, cleverly titled "鹊定爱" (determined love) [6][9][10]. - The short drama was released in five parts over five days, maintaining audience engagement and promoting featured products like the Madrid and Puzzle bags [10][12]. Burberry - Burberry collaborated with students from Donghua University to create a collection that merges traditional Chinese knotting with British aesthetics, launching a special "heart" logo for the Qixi Festival [14][16]. - The brand's advertisements featured romantic yet clichéd scenarios, but the audience's focus shifted to the visual elements rather than the product itself, leading to a disconnect in brand messaging [20][21]. Miu Miu - Miu Miu's campaign, "Love Arrives at This Moment," featured a nostalgic and artistic portrayal of young women, emphasizing subtle romantic undertones while showcasing products like the classic pocket bag [22][25][29]. - The ad sparked discussions about LGBTQ+ themes, indicating a successful engagement with a broader audience [29]. Balenciaga - Balenciaga's campaign featured real-life couple Zhou Qiqi and Jiang Qilin, aiming to convey genuine emotions amidst a fast-paced urban backdrop. However, the audience interpreted it as a commentary on "sexless marriage," leading to humorous critiques of the ad's aesthetics [30][34][35]. CHANEL - CHANEL's advertisement focused on the theme of "encounters" rather than direct romance, featuring stars Wang Yibo and Dou Jingtong. However, the celebrity focus overshadowed the brand's message, with comments primarily centered on the actors rather than the jewelry being promoted [36][40][41]. THOM BROWNE - THOM BROWNE's campaign featured a "love ascending" concept set in an elevator, but the execution was perceived as cold and eerie, diverging from the intended romantic theme [42][46]. Tiffany & Co. - Tiffany's campaign emphasized self-love with the "I am the subject of love" theme, featuring a podcast series that encourages personal growth narratives. This approach reflects a shift towards auditory marketing strategies [49][51][52]. GUCCI - GUCCI's campaign featured actors Wen Qi and Song Weilong, creating a narrative that blends romance and friendship, enhancing audience engagement through a storyline that feels like a reality show [53][58]. PRADA - PRADA's unique approach focused on bridges as a metaphor for connection, intertwining urban culture with romance. This strategy stands out in a market saturated with traditional love stories, appealing to a younger audience's desire for deeper narratives [59][63].

Core Insights - The article discusses the rapid growth and popularity of "cooling" fabrics in the Chinese market, driven by consumer demand for comfort during high temperatures and the saturation of traditional UV protection marketing [1][8][20] - The concept of "cooling" has emerged as a new selling point for brands, replacing the previously dominant focus on UPF ratings for sun protection [8][20] Market Trends - The search volume for "cooling" has seen explosive growth, with a 264.5% increase from 2022 to 2024, indicating a strong consumer interest [1][4] - Brands like Anta and Adidas have launched products featuring cooling technologies, such as Anta's Ice Skin Technology and Adidas's CLIMACOOL [2][4] Consumer Behavior - Chinese consumers are more sensitive to the concept of "cooling" due to their preference for lightweight outdoor activities, contrasting with the more intense outdoor culture in Western markets [5][7] - The demand for cooling apparel is driven by everyday scenarios, such as commuting and outdoor leisure, rather than extreme sports [7][20] Marketing Strategies - "Cooling" serves as a fresh and easily understandable concept for brands, allowing for differentiation in a crowded market where traditional UV protection claims have become commonplace [8][10] - The marketing of cooling products often emphasizes environmental benefits, as they can reduce reliance on air conditioning, aligning with sustainability trends [10][20] Technical Aspects - The article outlines three main principles behind cooling technologies: enhancing thermal conductivity, improving moisture-wicking capabilities, and utilizing phase change materials [12][14][16] - The industry has established standards for measuring cooling performance, with a focus on both immediate and sustained cooling effects [18][19] Future Outlook - The future of "cooling" as a market trend depends on its ability to meet consumer needs for comfort and sustainability, as well as the development of more advanced technologies [20][25] - The potential for "cooling" to become a staple in the market is contingent on its ability to evolve beyond a marketing gimmick and provide real, lasting benefits to consumers [20][25]

Company Overview - Vera Bradley, Inc. is a leading designer of women's handbags, luggage, travel items, fashion and home accessories, and unique gifts, founded in 1982 [3] - The company is based in Fort Wayne, Indiana, and is known for its innovative designs, iconic patterns, and vibrant colors that connect with women globally [3] Financial Reporting - The company plans to report its second-quarter results for the fiscal year 2026 on September 11, 2025, at 8:00 a.m. Eastern Time [1] - A conference call to discuss the financial results will be held at 8:30 a.m. Eastern Time on the same day, with a live webcast available on the company's Investor Relations website [2] Business Segments - Vera Bradley operates through two reportable segments: Vera Bradley Direct ("VB Direct") and Vera Bradley Indirect ("VB Indirect") [4] - The VB Direct segment includes sales through full-line and outlet stores in the U.S., the company's websites, and the annual outlet sale in Fort Wayne [4] - The VB Indirect segment consists of sales to approximately 1,100 specialty retail locations, select department stores, national accounts, third-party e-commerce sites, and royalties from licensing agreements [4]

All right, welcome back. Let's hit another CNBC exclusive retail reporter Gabby Fon Rouge has a new story right now on CBC. com about Nike and how it is laying off some management.A story that you will only hear here. Gabby, welcome. What have you found out.>> So, what we found out today is that Nike is laying off less than 1% of its corporate staff. Nike has about 77,000 employees worldwide, but a lot of those people are part-time store employees. So, we don't know the exact number of people that are going ...

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Ralph Lauren identified as a strong candidate due to its favorable growth metrics and Zacks Rank [1][2][10] Group 1: Earnings Growth - Ralph Lauren has a historical EPS growth rate of 50.4%, with projected EPS growth of 19.8% for the current year, significantly outperforming the industry average of -7.5% [4][3] Group 2: Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 10.2%, surpassing the industry average of -1.1%, and has an annualized cash flow growth rate of 5.4% over the past 3-5 years compared to the industry average of 4.8% [5][6] Group 3: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Ralph Lauren, with the Zacks Consensus Estimate for the current year increasing by 7.4% over the past month, contributing to its Zacks Rank 1 status [7][8][10]

Core Insights - lululemon athletica inc.'s women's business is central to its brand identity and long-term growth strategy, with strong traction in franchises like Align, Daydrift, Shake It Out, and BeCalm [1] - The company has successfully launched products such as the No Line Align leggings, which sold out quickly, indicating robust demand for women's apparel [2] - Despite strong women's revenue growth, lululemon faces margin pressures due to elevated tariffs, higher occupancy costs, and increased SG&A expenses, leading to expected operating margin contraction in fiscal 2025 [3][4] Women's Revenue Performance - Women's revenues increased by 7% in the first quarter of fiscal 2025, demonstrating steady demand amid a cautious consumer environment [4][9] - The women's category is becoming a critical growth engine for lululemon, competing with NIKE and Ralph Lauren in the premium activewear market [5] Competitive Landscape - NIKE's women's business is expanding, with over 50% growth in basketball and strong consumer response to new launches, positioning it as a key growth lever despite margin pressures [6] - Ralph Lauren's women's category is also performing well, with double-digit growth in core collections, although it faces macroeconomic challenges [7] Financial Metrics - lululemon's shares have declined by 46.8% year to date, compared to a 26.4% decline in the industry [8] - The company trades at a forward price-to-earnings ratio of 13.75X, higher than the industry's 11.28X [10] - The Zacks Consensus Estimate indicates a year-over-year earnings decline of 2.2% for fiscal 2025, with a projected growth of 7.2% for fiscal 2026 [12]