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NIKE Q1 Preview: Market Underestimates The Turnaround (NYSE:NKE)
Seeking Alpha· 2025-09-25 12:00
Summary of Key Points Core Viewpoint - The recommendation to buy shares of NIKE, Inc. (NYSE: NKE) is reiterated, following an initial coverage article published on September 5, 2024, which also recommended a buy [1]. Company Analysis - NIKE, Inc. is expected to report its financial results soon, which may provide further insights into its performance and market position [1]. Market Context - The analysis is part of a broader effort to provide clients with in-depth research and insights, particularly focusing on equity analysis in the Latin American market [1].
Levi Strauss attracts a bull rating from Needham with the denim trend still strong (LEVI:NYSE)
Seeking Alpha· 2025-09-25 11:45
Needham started off coverage on Levi Strauss & Co. (NYSE:LEVI) with a Buy rating on its view that it is a compelling momentum story. Analyst Tom Nikic and his team believe the apparel giant is executing well on its ...
Tapestry: Premium Valuation, Questionable Growth (NYSE:TPR)
Seeking Alpha· 2025-09-25 09:55
Core Viewpoint - Tapestry (NYSE: TPR) is perceived to be pricing in overly optimistic growth expectations for both revenue and profitability, amidst ongoing macroeconomic uncertainties and internal challenges [1] Group 1: Market Dynamics - There is a fading momentum among Gen Z consumers in North America, attributed to market saturation [1] Group 2: Financial Outlook - The current pricing of Tapestry's shares suggests expectations that may not align with the prevailing economic conditions and company performance [1]
Why Every Investor Should Own This Trillion-Dollar Company Right Now
The Motley Fool· 2025-09-25 08:16
It's like having an all-star stock-picking team in your corner.People who invest in stocks come from all walks of life and have diverse goals and values and varying levels of risk tolerance and start-up capital. That's why it's hard to come up with a single stock everyone should own. But if I absolutely had to pick one, it would be Berkshire Hathaway (BRK.A 0.44%) (BRK.B 0.57%). The Warren Buffett–led conglomerate has many qualities that will appeal to long-term investors. Here is more on this longtime mark ...
关税 3.0:目前声势大于实质影响-Tariffs 3.0_ The Bark Is Worse Than the Bite, For Now
2025-09-25 05:58
September 21, 2025 11:36 PM GMT Key Takeaways Consumer Retail | North America Tariff levies increase fivefold. Following the introduction of new rounds of tariffs by the current administration, the monthly duties levied have increased steadily from a ~$6bn monthly run-rate up until February 2025 to a $28bn tariff levy in July 2025, with further upside expected, raising the effective tariff rate across all imported goods to ~10% in July 2025 from ~2% prior to February 2025. Leveraging Department of Commerce ...
LS&Co. Launches Energy Accelerator Program in India
Yahoo Finance· 2025-09-24 16:15
Core Insights - Levi Strauss & Co. (LS&Co.) aims to achieve net-zero greenhouse gas emissions by 2050 through the launch of the LS&Co. Energy Accelerator Program (LEAP) to enhance access to renewable electricity in its supply chain, starting in India [1][5] Group 1: Program Details - LEAP is developed in partnership with Schneider Electric, focusing on energy management and automation [2] - The program will provide manufacturing suppliers in India with competitive pricing, terms, and return on investment for renewable energy procurement [3] - Suppliers participating in LEAP can explore options for on-site solar installations or join multi-buyer cohorts for power purchase agreements (PPAs) [4] Group 2: Strategic Importance - The initiative is positioned to increase awareness and technical capacity among Indian suppliers regarding renewable electricity [5] - The program aligns with India's goals for a greener future, showcasing how global brands can empower their supply chains to adopt renewable energy [5]
HSBC Downgrades lululemon athletica (LULU) Stock to Hold
Yahoo Finance· 2025-09-24 13:54
lululemon athletica inc. (NASDAQ:LULU) is one of the Best Undervalued Stocks to Invest in According to Reddit. On September 11, HSBC downgraded the company’s stock to “Hold” from “Buy” with a price objective of $175, down from the prior target of $275. As per the firm, lululemon athletica inc. (NASDAQ:LULU) has an uphill battle when it comes to turning around the U.S. business. The company provided a grim FY 2025 outlook because of its ongoing corrective measures, tariff impacts, and the end of De minimis ...
[Earnings]Upcoming Earnings: Retail and Tech in Focus
Stock Market News· 2025-09-24 13:12
Group 1 - Costco Wholesale Corporation is highlighted as a significant retail player with earnings report scheduled after market close on Thursday [1] - Nike Inc. is set to report its earnings after market close next Tuesday [1] - Several IT services companies, including Accenture plc Class A (Ireland), will report earnings on Thursday morning [1] Group 2 - Leisure companies Carnival Corporation and Carnival Plc ADS are scheduled to report pre-market next Monday [1]
X @The Economist
The Economist· 2025-09-24 13:00
Good luck pronouncing Biemlfdlkk, a Chinese golf-apparel brand. @donweinland tells “The Intelligence” that as they expand, many firms are rethinking their names https://t.co/R9iRsfdwsa https://t.co/s4SwbPp2yO ...