Core Insights - Ralph Lauren reported a 16.5% year-over-year revenue increase to $2.01 billion for Q2 of fiscal year 2026, with net profit rising 40% to $208 million [1] - All regions experienced double-digit growth, with Asia and Europe showing the most significant increases of 17% and 22% to $446 million and $688.3 million, respectively; North America saw a revenue growth of 12.6% to $832 million [1] - The company added 1.5 million consumers through its Direct-to-Consumer (DTC) channel, with average retail sales in DTC growing by 12% [1] - Core business achieved double-digit growth, driven by strong sales of wool knitwear, cashmere sweaters, cotton sweaters, linen shirts, and seasonal Oxford shirts [1] - Due to the strong performance, the company raised its fiscal year 2026 revenue forecast, now expecting an annual growth of 5% to 7% [1]

Group 1 - Retail spending in the U.S. grew by 0.6% month-over-month in October, reversing a 0.5% decline in September, indicating resilience in consumer spending despite low consumer sentiment [1][6] - The National Retail Federation (NRF) expects retail spending to exceed $1 trillion during the holiday season, driven by a strong stock market and consumer prioritization of holiday traditions [4][6] - Companies like Bark and Ralph Lauren are optimistic, with Bark's advent calendar selling out at Costco and Ralph Lauren raising its revenue forecast for the fiscal year [3] Group 2 - Lower-income consumers may show weakness in spending patterns, but many still prioritize holiday spending, potentially pulling back in other areas [2] - NRF Chief Economist Mark Mathews noted that consumers are likely to make savings in other areas to maintain spending on loved ones and family during the holidays [5] - Shopify anticipates revenue growth in the mid- to high-20 percent range year-over-year for the final quarter, reflecting resilient consumer demand [5][6]

Core Insights - The upcoming holiday shopping season in the U.S. is projected to exceed $1 trillion in retail sales for the first time in history, with consumer spending expected to reach between $1.01 trillion and $1.02 trillion during November and December 2025, marking a 3.7%-4.2% increase from last year's $976 billion [1][2]. Retail Leaders - Amazon (AMZN) and Walmart (WMT) are highlighted as leading retailers with robust business models capable of capitalizing on the holiday shopping season while generating multiple revenue streams [3]. - Amazon has transformed into a platform-based ecosystem, benefiting from its AWS cloud services and subscription services like Prime Video, which are enhanced by advertising revenue [4]. - Amazon's e-commerce operations have improved significantly through the deployment of over 1 million robots, enhancing productivity in its fulfillment network [5]. - Walmart has successfully transitioned from a traditional brick-and-mortar model to a significant online presence, achieving annual digital sales exceeding $100 billion, supported by its grocery niche and low-cost pharmacy services [6]. Stock Performance - Both Amazon and Walmart are rated with a Zacks Rank 2 (Buy) and are expected to achieve new sales peaks in Q4, following last year's quarterly sales of $187.79 billion and $169.59 billion, respectively [7]. Apparel Sector Insights - The apparel sector has faced challenges due to higher tariffs, with Crocs (CROX) identified as a potential rebound candidate, currently trading at a low forward earnings multiple of 6X [9]. - Crocs' EPS is projected to dip 8% this year but is expected to rebound by 4% in FY26 to $12.60, with recent estimates showing a 5% increase over the last 30 days [10]. Additional Retail Stocks and ETFs - Costco (COST) is noted as a retail leader with a Zacks Rank 3 (Hold), alongside other apparel stocks like Lululemon (LULU), Nike (NKE), and Under Armour (UAA) that may benefit from the anticipated record holiday shopping season [11]. - The Consumer Discretionary Select Sector (XLY) ETF is recommended for exposure to top retail stocks, including Amazon, Nike, and Lululemon, and currently holds a Zacks Rank 3 (Hold) [12].

Core Viewpoint - V.F. Corporation (VFC) is facing a class action lawsuit due to significant financial losses and misleading statements regarding the performance of its Vans brand, which has seen a notable decline in revenue growth [2][4]. Financial Performance - VFC reported a 20% loss in the growth trajectory of the Vans brand for the fourth quarter of fiscal 2025, compared to an 8% loss in the previous quarter [2]. - The company anticipates that this decline will continue into the next quarter, attributing the poor results to "deliberately reduced revenue to eliminate unprofitable or unproductive businesses" [2]. Stock Market Reaction - Following the announcement of the financial results, VFC's stock price dropped by $2.28, or 15.8%, closing at $12.15 per share on May 21, 2025, impacting investors negatively [3]. Legal Allegations - The class action lawsuit alleges that VFC made materially false and misleading statements throughout the class period, failing to disclose necessary actions to return the Vans brand to growth and misrepresenting the company's business prospects [4]. - Specifically, the lawsuit claims that VFC did not inform investors about the need for significant reset actions that would affect Vans' revenue growth trajectory [4].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased V.F. Corporation securities during the specified class period of the upcoming lead plaintiff deadline on November 12, 2025 [1] Group 1: Class Action Details - Investors who purchased V.F. Corporation securities between October 30, 2023, and May 20, 2025, may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has already been filed, and interested parties can join by submitting a form or contacting the law firm [3][6] - The lawsuit alleges that V.F. Corporation's management made materially false and misleading statements regarding the company's turnaround plans, particularly concerning the Vans brand [5] Group 2: Legal Representation - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success in recovering significant amounts for investors [4] - The firm has been recognized for its leadership in securities class action settlements, achieving the largest settlement against a Chinese company at the time and securing over $438 million for investors in 2019 alone [4] Group 3: Case Specifics - The lawsuit claims that V.F. Corporation concealed necessary reset actions that would impact the revenue growth trajectory of the Vans brand, leading to investor damages when the truth was revealed [5]

Core Insights - Solo Brands, Inc. will participate in the 17th Annual Southwest IDEAS Investor Conference on November 19, 2025, showcasing its portfolio of lifestyle brands [1][2] - The company will conduct one-on-one investor meetings and a live presentation scheduled from 2:40-3:15 PM CT [2] - Key executives attending include CEO John Larson, CFO Laura Coffey, and Senior Director Mark Anderson [2] Company Overview - Solo Brands is headquartered in Grapevine, TX, and operates as an omnichannel lifestyle brand company [3] - The company offers innovative products through five lifestyle brands: Solo Stove, TerraFlame, Chubbies, ISLE, and Oru Kayak [3] - Product offerings include firepits, stoves, casual apparel, paddle boards, and origami folding kayaks [3]

Core Viewpoint - A class action lawsuit has been filed against Fluor Corporation (FLR) by Berger Montague on behalf of investors who acquired shares between February 18, 2025, and July 31, 2025, alleging that the company misled investors regarding its financial guidance and undisclosed risks associated with major infrastructure projects [1][3]. Company Overview - Fluor Corporation, headquartered in Irving, Texas, provides engineering, procurement, construction, and project management services globally, with its Urban Solutions segment being the largest revenue contributor [2]. Lawsuit Details - The lawsuit claims that FLR and certain executives failed to disclose rising costs related to significant projects, including the Gordie Howe, I-635/LBJ, and I-35 projects, which were impacted by subcontractor design errors, material price increases, and scheduling delays [3]. - Additionally, the company is accused of underreporting the adverse effects of decreased client capital spending and broader economic uncertainties [3]. Financial Performance - In February 2025, FLR projected a full-year 2025 adjusted EPS of $2.25 to $2.75 and EBITDA of $575 million to $675 million, which was reaffirmed in May 2025 [4]. - On August 1, 2025, FLR reported disappointing second-quarter results, with a non-GAAP EPS of $0.43, missing consensus estimates by 23%, and revenue of $3.98 billion, which was $570 million below expectations and a 5.9% decline year-over-year [5]. - Following the release of these results, FLR significantly lowered its FY 2025 outlook, attributing the downturn to project delays and reduced client awards, leading to a stock price drop of $15.35, or 27.04%, closing at $41.42 [5].

Core Viewpoint - V.F. Corporation (VFC) is facing a securities fraud class action lawsuit due to significant declines in its Vans brand performance, leading to a substantial drop in stock price and investor losses [1][2][3][4]. Financial Performance - VFC reported a 20% loss in the growth trajectory of the Vans brand in Q4 2025, worsening from an 8% loss in the previous quarter [2]. - The company indicated that the decline in performance would persist into the next quarter, attributing it to deliberate revenue reductions aimed at eliminating unprofitable businesses [2]. Lawsuit Details - The class action lawsuit alleges that VFC made materially false and misleading statements regarding its business operations and prospects during the class period from October 27, 2022, to May 20, 2025 [4]. - Specific allegations include the failure to disclose the need for significant reset actions to return the Vans brand to growth, which were not anticipated in prior communications [4]. Stock Impact - Following the announcement of poor financial results, VFC's stock price fell by $2.28, or 15.8%, closing at $12.15 per share on May 21, 2025, resulting in investor injuries [3].

Figs (FIGS) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The upward trend in estimate revisions for this health care apparel company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends ...

Core Viewpoint - V.F. Corporation (VFC) is facing a class action lawsuit due to allegations of misleading statements regarding its turnaround plans and the performance of its Vans brand, which has seen a significant decline in revenue growth [6][7]. Group 1: Class Action Details - Faruqi & Faruqi, LLP is investigating potential claims against VFC and has set a deadline of November 12, 2025, for investors to seek the role of lead plaintiff in the class action lawsuit [3]. - Investors who acquired VFC securities between October 27, 2022, and May 20, 2025, are encouraged to discuss their legal rights with the firm [2]. Group 2: Allegations Against VFC - The complaint alleges that VFC and its executives violated federal securities laws by making false or misleading statements about the company's turnaround plans and the necessary actions to restore growth for the Vans brand [6]. - The company reported a significant decline in Vans' growth trajectory, with losses worsening from 8% to 20% in the fourth quarter of fiscal 2025, which was attributed to deliberate revenue reductions [7][8]. Group 3: Market Reaction - Following the disclosure of the poor performance and guidance, VFC's stock price dropped from $14.43 per share on May 20, 2025, to $12.15 per share on May 21, 2025, marking a decline of approximately 15.8% in one day [8].