What Happened? Shares of healthcare apparel company Figs (NYSE:FIGS) jumped 13.2% in the afternoon session after the company reported strong third-quarter financial results that significantly beat Wall Street's expectations. The healthcare apparel company's revenue grew 8.2% year-over-year to $151.7 million, exceeding analyst forecasts. This growth was complemented by a significant earnings beat, with adjusted earnings per share of $0.05, more than double the consensus estimate of $0.02. A key driver for ...

Core Viewpoint - V.F. Corporation is facing a class action securities lawsuit due to alleged securities fraud that affected investors between October 30, 2023, and May 20, 2025 [1][2]. Group 1: Lawsuit Details - The lawsuit claims that V.F. Corporation made materially false and misleading statements regarding its turnaround plans, particularly concerning the Vans brand, which required additional significant reset actions to return to growth [2]. - Following the release of V.F. Corporation's fiscal 2025 results on May 21, 2025, it was revealed that Vans experienced a decline in growth, with losses worsening from 8% to 20% in the fourth quarter [2]. - The company's guidance indicated that even without the deliberate actions taken, Vans would still show a "high single digit" revenue decline, suggesting a slowdown in growth compared to previous years [2]. Group 2: Stock Price Impact - On May 20, 2025, V.F. Corporation's stock closed at $14.43 per share, but following the negative news, it dropped to $12.15 per share on May 21, 2025, marking a decline of approximately 15.8% in one day [2]. Group 3: Next Steps for Investors - Investors who suffered losses during the specified timeframe have until November 12, 2025, to request to be appointed as lead plaintiff in the class action lawsuit [3]. - Participation in the lawsuit does not require investors to incur any out-of-pocket costs or fees [3]. Group 4: Law Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years [4]. - The firm has been recognized as one of the top securities litigation firms in the United States for seven consecutive years [4].

Core Insights - Under Armour Inc reported fiscal second-quarter results that exceeded expectations, with adjusted earnings of four cents per share, surpassing the Street's forecast of two cents per share [2] - Despite a contraction in gross margins by 250 basis points to 47.3%, this figure was better than the consensus estimate of 46.3% [2] - The company anticipates a revenue decline of 4%-5% in fiscal 2026, particularly in North America and APAC, with a high single-digit decline expected in those regions [3] Financial Performance - The fiscal second-quarter results were slightly above expectations, attributed to a timing shift of 100 basis points of sales from the third quarter and benefits from foreign exchange and pricing actions [4] - The guidance for the fiscal third quarter fell short of expectations due to soft demand and the full quarter impact of tariffs, indicating ongoing challenges [5] Analyst Ratings - JPMorgan analyst Matthew Boss reiterated an Underweight rating with a price target of $5, while Telsey Advisory Group analyst Cristina Fernández maintained a Market Perform rating with the same price target [6]

Core Insights - Wall Street has set ambitious price targets for various stocks, indicating attractive upside potential, but skepticism is warranted due to institutional pressures on analysts that may lead to overly optimistic forecasts [1] nCino (NCNO) - nCino's consensus price target is $35.61, suggesting a 38% implied return [3] - The current stock price of $25.80 results in a valuation ratio of 4.9x forward price-to-sales, raising caution regarding its valuation [5] Coty (COTY) - Coty's consensus price target is $5.02, indicating a 35.2% implied return [6] - The stock trades at $3.72 per share, with a forward P/E ratio of 8.1, which may not meet investment criteria [8] PVH (PVH) - PVH's consensus price target is $97, reflecting a 26.6% implied return [9] - Sales trends have been underwhelming, with a 13.4% annual growth rate that is below typical software company performance [11] - Estimated sales growth of 5.7% for the next 12 months suggests a slowdown in demand compared to the previous two years [11] - Gross margin stands at 60.2%, indicating relatively high servicing costs [11] - Organic revenue growth has not met benchmarks, suggesting a need for improvements in products, pricing, or go-to-market strategies [12] - Rising costs have outpaced revenue growth, leading to a 6.3 percentage point decline in operating margin [12] - Earnings per share have decreased by 14.1% annually over the past three years, raising concerns about long-term stock price performance [12] - Underwhelming constant currency revenue performance over the past two years indicates that current product offerings may not resonate with customers [13] - Anticipated sales growth of 2.5% for the next year implies shaky demand [13] - Low returns on capital suggest management struggles with effective fund allocation, with declining returns indicating diminishing profit pools [13]

Core Insights - Tapestry, Inc. (TPR) reported strong first-quarter fiscal 2026 results, exceeding revenue and earnings estimates, with year-over-year growth in both metrics and an increase in fiscal 2026 guidance [1][10] - Despite the positive financial results, TPR shares fell 9.6% due to concerns over significant tariff-related challenges impacting margins and ongoing weakness at the Kate Spade brand [1][10] Financial Performance - Adjusted earnings for the fiscal first quarter were $1.38 per share, surpassing the Zacks Consensus Estimate of $1.25 and reflecting a 35% increase from $1.02 in the prior year [3][10] - Net sales reached $1,704.6 million, exceeding the consensus estimate of $1,640 million, marking a 13.1% year-over-year increase and 12% growth on a constant-currency basis [4][10] - Pro-forma net sales, excluding Stuart Weitzman, increased 16% year over year to $1,690 million [5] Brand Performance - Coach brand net sales were $1.43 billion, exceeding estimates and showing a 22% year-over-year increase [7] - Kate Spade's sales were $260.2 million, representing an 8% decline year-over-year [7] - Stuart Weitzman reported net sales of $14.6 million, a 73% decrease year-over-year [8] Regional Sales Insights - North America sales increased 18% year-over-year to $1.07 billion, while Greater China sales improved 20% to $269.1 million [9] - European markets showed strong momentum with a 39% increase in revenues to $125.2 million [11] Margin and Cost Analysis - Adjusted gross profit was $1.29 billion, with an adjusted gross margin of 76.5%, up 120 basis points year-over-year [12] - Adjusted operating income rose 24% to $353.9 million, with an adjusted operating margin of 20.9% [13] Shareholder Returns and Future Outlook - Tapestry returned approximately $500 million to shareholders through share repurchases in the quarter [16] - For fiscal 2026, the company expects to return $1.3 billion to shareholders, including $1 billion in share repurchases and $300 million in dividends [17] - Tapestry raised its fiscal 2026 revenue outlook to $7.3 billion, projecting 4-5% growth from the prior year [18][19]

Core Insights - Tapestry reported a revenue of $1.7 billion for Q1 FY26, marking a 13% year-on-year increase on a reported basis and 12% at constant exchange rates [1] - The company achieved a net income of $275 million for the quarter, up from $187 million a year earlier [1] - Tapestry raised its full-year FY26 revenue guidance to $7.3 billion, projecting a growth of 4% to 5% year-on-year on a reported basis [3] Financial Performance - Earnings per diluted share were $1.28, compared to $0.79 in the same period of the previous year [2] - Gross profit for the quarter was $1.3 billion, with a gross margin of 76.3%, an increase from $1.13 billion and 75.3% a year prior [2] - Operating income was $328 million, with a margin of 19.3%, up from $252 million and a 16.7% margin in the comparable period of 2024 [2] Customer Growth - The company added over 2.2 million new customers globally during the quarter, with Gen Z representing approximately 35% of these additions [2] Future Outlook - Tapestry anticipates operating margin expansion of around 50 basis points versus 2024 and forecasts diluted earnings per share of $5.45 to $5.60, indicating a growth of 7% to 10% [3] - The company plans to declare a quarterly cash dividend of $0.40 per share and expects a total FY26 dividend of $1.60 per share [4] Share Repurchase Program - Share repurchases are now expected to total about $1 billion in FY26, an increase from the earlier plan of $800 million [4] - In Q1, Tapestry repurchased more than 4.7 million shares for $500 million at an average price of $106 per share [4] Management Commentary - CEO Joanne Crevoiserat highlighted the strong start to FY26, emphasizing the company's strategic execution and the structural advantages that support sustainable growth [5]

Core Insights - Wall Street experienced a significant decline on November 6, 2025, primarily due to a sell-off in technology stocks and concerns regarding the ongoing U.S. government shutdown, which is the largest in history [1][9] Investment Strategy - Equity investors are advised to focus on dividend growth stocks rather than high price-yielding stocks, as companies with a history of raising dividends typically demonstrate strong financial health, providing a defensive hedge against economic uncertainty [2][4] - Stocks with a strong history of year-over-year dividend growth are considered to form a healthier portfolio with greater potential for capital appreciation compared to simple dividend-paying stocks [3][6] Selected Dividend Growth Stocks - Five dividend growth stocks identified as solid investment choices include: - **Vertiv (VRT)**: Expected revenue growth of 27.5% year-over-year for 2025, long-term earnings growth rate of 30%, and an annual dividend yield of 0.08% [10][11] - **Tapestry Inc. (TPR)**: Projected revenue growth of 3.20% for fiscal 2026, long-term earnings growth rate of 7.60%, and an annual dividend yield of 1.46% [11] - **HCA Healthcare (HCA)**: Anticipated revenue growth of 7.4% for 2025, long-term earnings growth rate of 12.3%, and an annual dividend yield of 0.61% [12] - **Lam Research (LRCX)**: Expected revenue growth of 12.7% for fiscal 2026, long-term earnings growth rate of 20.3%, and an annual dividend yield of 0.63% [13] - **CBOE Global Markets (CBOE)**: Projected revenue growth of 13.2% for 2025, long-term earnings growth rate of 16.3%, and an annual dividend yield of 1.15% [14] Investment Criteria - Stocks selected for their strong fundamentals include criteria such as: - 5-Year Historical Dividend Growth greater than zero, indicating a solid dividend growth history [6] - 5-Year Historical Sales Growth greater than zero, reflecting strong revenue growth [7] - 5-Year Historical EPS Growth greater than zero, indicating solid earnings growth [7] - Next 3-5 Year EPS Growth Rate greater than zero, suggesting expected earnings growth to sustain dividend payments [7] - Price/Cash Flow less than the industry average, indicating undervaluation [8] - 52-Week Price Change greater than the S&P 500, ensuring stock appreciation [8] - Top Zacks Rank of 1 (Strong Buy) or 2 (Buy), indicating potential outperformance [8][10]

Core Insights - Hanesbrands Inc. reported third-quarter 2025 results, with both revenue and earnings falling short of the Zacks Consensus Estimate, although the bottom line showed year-over-year improvement [1][3]. Financial Performance - Adjusted earnings from continuing operations were 15 cents per share, missing the Zacks Consensus Estimate of 16 cents, but up from 12 cents per share in the prior year [3][9]. - Net sales from continuing operations decreased by 1% year over year to $891.7 million, missing the Zacks Consensus Estimate of $901 million; on a constant-currency basis, organic net sales fell by 4.9% [3][9]. - Adjusted gross profit was $364 million, down 3% year over year, with an adjusted gross margin of 40.8%, a decline of nearly 80 basis points [4]. Cost Management - Selling, general and administrative (SG&A) costs were $255.9 million, down 8.4% year over year, and as a percentage of net sales, SG&A costs decreased to 28.7% from 31% in the prior year [5]. - Adjusted operating profit was $116 million, up 3% year over year, with an adjusted operating margin of 13%, an increase of 45 basis points, driven by lower SG&A expenses [5]. Segment Performance - U.S. segment net sales decreased by 4.5% year over year to $647.5 million, impacted by unexpected shifts in ordering patterns; however, unit point-of-sale trends improved sequentially [6]. - The U.S. segment's operating margin was 22.2%, up almost 20 basis points, supported by reduced input costs and cost-saving initiatives [7]. - International segment net sales decreased by 8% to $204.4 million, with a $4 million headwind from unfavorable foreign exchange rates; constant-currency net sales increased in Japan but declined in the Americas and Australia [8]. Financial Position - The company ended the quarter with cash and cash equivalents of $217.6 million, long-term debt of $2.21 billion, and total stockholders' equity of $446.4 million [11]. - Net cash from operating activities was $27.6 million, with free cash flow of $22.3 million in the third quarter [11]. Strategic Outlook - Hanesbrands has entered into a definitive merger agreement to be acquired by Gildan and is no longer providing guidance; however, management indicated that performance remains consistent with previously communicated 2025 EPS outlook [12].

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Core Insights - Small-cap stocks present lucrative investment opportunities due to frequent mispricings resulting from limited analyst coverage [1] - The article highlights one small-cap stock to watch and two that are recommended for sale [2] Group 1: Stocks to Sell - G-III (GIII) has a market cap of $1.16 billion and is a fashion and apparel conglomerate with declining annual revenue of 1.2% over the last two years, indicating market positioning issues [3][4] - Korn Ferry (KFY) has a market cap of $3.40 billion and serves major clients including 97% of the S&P 100, but trades at a forward P/E of 12.4x, suggesting potential overvaluation [5][7] Group 2: Stock to Watch - Origin Bancorp (OBK) has a market cap of $1.09 billion and provides personalized banking services across Texas, Louisiana, and Mississippi [8] - OBK has shown impressive annual net interest income growth of 11.8% over the last five years, indicating market share gains [11] - Forecasts suggest operating profits for OBK will increase as it scales, with earnings per share having grown by 19.7% annually, outpacing revenue growth [11]