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lululemon to Expand International Presence in 2026 with Stores to Open in Six New Markets
Businesswire· 2025-12-18 11:30
International Expansion Market expansion is a key pillar of lululemon's growth strategy. With a presence in more than 30 markets around the world today, lululemon has an established and growing footprint across North America, EMEA, Asia Pacific, and China Mainland. These forthcoming market entries represent another important step in lululemon's international expansion and follow the company's entry into Italy this summer, as well as recent openings in Denmark, Turkey, and Belgium through its franchise model ...
Wall Street Breakfast Podcast: Activist Elliott Loads Up On Lululemon
Seeking Alpha· 2025-12-18 11:28
jetcityimage/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Activist investor Elliott takes over $1 billion stake in lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) TV assets, including CNN - report. (02:16) This is an abridged transcript. Elliott Investment Management has taken a stake in lululemon Athletica (LULU). ...
Elliott Management Takes $1 Billion Stake In Lululemon, Proposes Former Ralph Lauren Executive As New CEO: Report - BP (NYSE:BP), Lululemon Athletica (NASDAQ:LULU)
Benzinga· 2025-12-18 09:17
Activist investor Elliott Investment Management has reportedly acquired an over $1 billion stake in Lululemon Athletica (NASDAQ:LULU) and is proposing a new CEO to help the athletic apparel retailer recover from its recent struggles.Lululemon Faces Leadership ShakeupElliott is collaborating with seasoned retail executive Jane Nielsen, a former CFO and COO at Ralph Lauren (NYSE:RL) , who is being considered as a potential CEO for Lululemon, The Wall Street Journal reported on Wednesday. Lululemon and Elliott ...
MANGO中国首家新形象店将落地深圳
Cai Jing Wang· 2025-12-18 08:36
12月18日,西班牙快时尚品牌MANGO通过微信公众号宣布,其全国首家新形象店将于12月25日正式登 陆深圳海岸城,并在开业期间同步启动线下打卡活动。 ...
From Farming to Fashion, the Trends Shaping the Cotton Industry for 2026
Yahoo Finance· 2025-12-17 15:30
A year drawing to a close marks a time of reflection for many. And for two of the industry’s relentlessly hopeful sectors—farming and retail—it’s also a time to take stock and consider the outlook for next year. In the farming branch, cotton prices have been stable but low, which has made it a tough time for growers. But this stability could benefit apparel makers and retailers that take advantage of the lower pricing. “This stability in raw material pricing may be one bright point in the sea of uncertain ...
Jabil, General Mills And 3 Stocks To Watch Heading Into Wednesday - Jabil (NYSE:JBL)
Benzinga· 2025-12-17 06:40
With U.S. stock futures trading mixed this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Jabil Inc. (NYSE:JBL) to report quarterly earnings at $2.69 per share on revenue of $8.07 billion before the opening bell, according to data from Benzinga Pro. Jabil shares gained 1.4% to $215.50 in after-hours trading.Children’s Place Inc. (NASDAQ:PLCE) posted worse-than-expected third-quarter financial results. The company reported quarterly losses of 18 ...
Steven Cress Reviews His Top 10 Stocks For 2025
Seeking Alpha· 2025-12-16 22:20
Core Insights - The top 10 stock picks for 2025 yielded a return of 45.6%, significantly outperforming the S&P 500's return of 17.6% [34] - The market has experienced volatility due to various factors, including trade disputes and shifts in investor sentiment towards safe havens like gold and silver [8][15] - The performance of stocks is heavily influenced by market sentiment, with a notable shift back to fundamentals following a truce in U.S.-China trade relations [37] Market Overview - The U.S. Dollar Index has decreased by approximately 9.5% year-to-date, indicating a shift away from the U.S. dollar [9] - Technology sector stocks have seen a year-to-date increase of 27%, while consumer staples and healthcare sectors have shown mixed performance [12] - The S&P 500 experienced a maximum pullback of 15% earlier in the year, which historically presents a buying opportunity for long-term investors [19] Stock Performance - The top 10 stocks included companies like Celestica and Credo, which have shown substantial growth, with Celestica up 240% since January 9 [54] - OppFi, initially performing well, faced challenges due to market sentiment but has recently returned to a Buy rating [56] - Stride has been downgraded to a Sell due to poor momentum and analyst revisions, reflecting a significant decline in performance [91] Economic Indicators - The Federal Reserve has cut interest rates three times in the latter half of the year, indicating concerns about the labor market [23] - Major brokerage firms have reduced recession odds following a truce in trade disputes, which has positively impacted market sentiment [24] - Inflation remains a concern, complicating the Fed's decision-making regarding interest rates [25] Future Outlook - The upcoming webinar on January 6 will present the top stock picks for 2026, with expectations of continued focus on companies with strong fundamentals [98] - Analysts are optimistic about the growth potential of companies like Credo, which has a projected earnings growth rate of 78% over the next three to five years [51] - The market remains top-heavy, with 35% of the total market cap attributed to the Magnificent 7 stocks, raising questions about valuation sustainability [30]
Dow Jones Financial Giant JPMorgan, Amer Sports, Carpenter, Urban Outfitters In Or Near Buy Zones
Investors· 2025-12-16 19:44
BREAKING: Futures Mixed, Micron Jumps After AI-Led Sell-Off Today's Spotlight IBD's 12 Days of Holiday Deals Celebrate the holidays with big discounts on IBD's premium products every day from Dec. 13-24. Get Market Insights on IBD Live Join IBD Live to watch and discuss the market action in real time with a team of top market analysts. Is the Santa Claus Rally Real? Something big may be coming to town—check out IBD's guide to the Santa Claus Rally. Partner Center These Are The 5 Best Stocks To Buy Now Or Wa ...
Apparel sales on the rebound despite tariffs, consumer anxiety
Retail Dive· 2025-12-16 15:02
This audio is auto-generated. Please let us know if you have feedback Selling clothing is tough on a good day, given how quickly fashion tastes can shift. With tariffs and consumer anxiety adding to the level of difficulty, this year seemed destined to run roughshod over apparel retailers’ performance.Yet many have thrived. Through October, compared to a year ago, apparel sales rose every month except February, sometimes 6% or more, according to the U.S. Department of Commerce. In Q3, apparel retailers inc ...
Roku upgraded, Lockheed downgraded: Wall Street's top analyst calls
Yahoo Finance· 2025-12-16 14:33
Upgrades - Morgan Stanley upgraded L3Harris Technologies (LHX) to Overweight from Equal Weight with a price target of $367, up from $350, citing attractive aerospace and defense demand outpacing supply growth into 2026 [2] - Morgan Stanley also upgraded General Dynamics (GD) to Overweight [2] - Goldman Sachs upgraded Rockwell Automation (ROK) to Neutral from Sell with a price target of $448, up from $329, highlighting early stages of structural pricing improvements under new management [3] - Jefferies upgraded Okta (OKTA) to Buy from Hold with a price target of $125, up from $90, noting significant opportunities in building a complete identity platform [4] - Morgan Stanley upgraded Roku (ROKU) to Overweight from Underweight with a price target of $135, up from $85, anticipating a strong 2026 for U.S. advertising spend due to digital strength [4] Downgrades - Baird downgraded Zimmer Biomet (ZBH) to Neutral from Outperform with a price target of $100, down from $117, due to disappointing 2025 projections despite good initial product uptake [5] - Wells Fargo downgraded Capri Holdings (CPRI) to Equal Weight from Overweight with a price target of $27, up from $25, arguing that positive catalysts are now behind and risk/reward is more balanced [5] - Morgan Stanley downgraded Lockheed Martin (LMT) to Equal Weight from Overweight with a price target of $543, down from $630, while still viewing aerospace and defense as attractive [5] - Citizens downgraded StubHub (STUB) to Market Perform from Outperform, expecting increased competition in 2026 to limit share gains [5] - KeyBanc downgraded GitLab (GTLB) to Sector Weight from Overweight, indicating pricing power will be a headwind and execution risk is increasing due to business model changes [5]