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Meta downgraded, Coinbase upgraded: Wall Street's top analyst calls
Yahoo Finance· 2025-10-30 13:40
Upgrades - Barclays upgraded Verisk Analytics (VRSK) to Overweight from Equal Weight with a price target of $275, down from $310, citing that long-term headwinds are temporary/manageable within a 6%-8% growth range [2] - Stephens upgraded C.H. Robinson (CHRW) to Overweight from Equal Weight with a price target of $173, up from $135, following a solid Q3 adjusted EPS beat due to productivity gains [3] - Telsey Advisory upgraded Steven Madden (SHOO) to Outperform from Market Perform with a price target of $43, believing that Kurt Geiger will complement the existing business and position the company well for potential cyclical improvements in the fashion segment [4] - Rothschild & Co Redburn upgraded Warner Bros. Discovery (WBD) to Buy from Neutral with a price target of $28, arguing that a $27-$30 takeout price seems reasonable as the company is up for sale [5] - H.C. Wainwright double upgraded Coinbase (COIN) to Buy from Sell with a price target of $425, up from $300, citing a bullish outlook for crypto asset prices in Q4 and favorable regulatory conditions [5] Downgrades - Oppenheimer downgraded Meta Platforms (META) to Perform from Outperform without a price target, noting significant investments in superintelligence despite unknown revenue opportunities [6] - Deutsche Bank downgraded Boeing (BA) to Hold from Buy with a price target of $240, down from $255, cutting free cash flow estimates through 2028 by up to 56% following the earnings report [6] - Evercore ISI downgraded Etsy (ETSY) to In Line from Outperform with a price target of $73, up from $72, indicating that the algorithm may lose appeal and predicting margin contraction and modest adjusted EBITDA decline in 2026 [6] - UBS downgraded Fiserv (FI) to Neutral from Buy with a price target of $75, down from $170, due to a reset in the near- to medium-term outlook and increased uncertainty [6] - Barclays downgraded FMC (FMC) to Equal Weight from Overweight with a price target of $22, down from $48, citing soft results and limited visibility on earnings along with a surprise cut in its dividend [6]
X @Bloomberg
Bloomberg· 2025-10-29 07:46
Financial Performance - Next 公司今年第四次提高利润预期 [1] - Next 公司第三季度销售额好于预期 [1] Retail Industry - 英国时尚和家居用品零售商 Next 销售额表现强劲 [1]
Gucci Reinforces, Streamlines Management
Yahoo Finance· 2025-10-28 15:30
Francesca Bellettini, chief executive officer of Gucci, is reinforcing and streamlining top management ranks as the Italian fashion house gears up for a renaissance under new creative director Demna, WWD has learned. Dario Gargiulo, currently CEO of Bottega Veneta in Greater China, is to become Gucci’s chief client, marketing and commercial officer, a new post reporting to Bellettini — and a strong signal that she is keen to construct a more client-centric organization. More from WWD Bottega Veneta and G ...
Threads of Patience, Patterns of Creativity | Nimisha Singh | TEDxSFIT
TEDx Talks· 2025-10-27 16:45
this a red carpet shimmering with elegance and there I was I was wearing a peacock gown. Don't you think that's very glamorous. Okay, let me take you through my journey.I know it looks very glamorous. ups and downs. So hi, this is Nesha Singh.I'm a fashion designer, entrepreneur and a firm believer that bold choices creates iconic movement. So my ground was array of theme that why not we can create a big platform through my design. So when I started my journey at the age of I only focused on one thing that ...
How to be a 'Kidpreneur' | Haya Judeh | TEDxSafa Community College Youth
TEDx Talks· 2025-10-27 15:59
Entrepreneurship & Kidreneurship - Age is not a barrier to entrepreneurship, as demonstrated by the story of Mr Cory, who started a baking business at age six [1][2] - A "kidreneur" is defined as a child who starts their own business with some assistance [3] - The presentation aims to inspire the audience to pursue their passions and turn them into businesses, regardless of age [3] - It challenges the belief that only wealthy or older individuals can be business owners [4] - Starting a business can be easier for kids due to fewer responsibilities compared to adults [4] Business Development & Success - Hayes Designs was founded to pursue a passion for fashion and celebrate cultural heritage through scrunchies [7] - Flower brooches launched by Hayes Designs sold out within two weeks [8] - The success of the products highlighted the power of entrepreneurship when believing in oneself [8] - The speaker shared her entrepreneurial journey on a podcast to inspire others [9] - Starting a business involves solving problems, creating solutions, and making an impact [11]
X @The Wall Street Journal
The Wall Street Journal· 2025-10-26 02:27
Questions remain nearly a year after Mango fashion billionaire Isak Andic fell off a cliff in Spain https://t.co/CMpMETTODN ...
Kering Leads Fashion Stocks Higher
Yahoo Finance· 2025-10-23 20:57
Core Insights - Kering has experienced a positive momentum in the stock market under the new CEO Luca de Meo, who has been in the role since September 15 [1] - The company's shares rose by 8.7% to 344.95 euros, resulting in a market capitalization exceeding 42 billion euros, marking the best stock performance among 98 global fashion, luxury, and retail stocks tracked [2] - Gucci, Kering's largest brand, reported a 14% sales decline in the third quarter, which was better than the anticipated 15-16% drop and significantly improved from a 25% decline in the second quarter [2] Company Strategy - Kering is focusing on innovation and new product development at Gucci, leveraging the talent of the new creative lead, Demna, to drive improved sales performance [3] - The company is also working on enhancing its supply chain efficiency, which is expected to benefit overall performance [3] - De Meo has delayed the timeline for a potential acquisition of Valentino and has finalized a deal to sell Kering's beauty business to L'Oréal for 4 billion euros, which is anticipated to strengthen the company's balance sheet [4] Financial Performance - Since Luca de Meo took over, Kering's shares have increased by 52.9%, indicating strong market confidence in the company's direction [4] - Kering's total debt stands at 19.9 million euros, which includes over 6 billion euros in leases, highlighting the financial challenges the company faces [4]
Why the L’Oréal-Kering Tie-in Could Change the Playbook for Armani
Yahoo Finance· 2025-10-21 17:52
Core Insights - L'Oréal has acquired Kering Beauty for 4 billion euros, establishing a long-term strategic partnership in beauty and wellness, which may lead to potential expansions into fashion, particularly concerning the Giorgio Armani brand [2][10] - The wills of the late designer Giorgio Armani opened the possibility for L'Oréal, LVMH, and EssilorLuxottica to acquire stakes in his namesake company, with an initial 15% stake potentially available within 12 to 18 months [3][4] - L'Oréal's CEO expressed interest in acquiring a stake in Armani, emphasizing that the recent Kering deal does not preclude exploring options for Armani [7][8] L'Oréal and Kering Partnership - The partnership between L'Oréal and Kering could enhance L'Oréal's position in the beauty sector, as Kering seeks to stabilize its core business, particularly the struggling Gucci brand [4][13] - L'Oréal aims to maintain the Armani fragrance and beauty license beyond 2050, which aligns with its strategic interests [10] Financial Performance and Market Position - Armani generated approximately 3.4 billion euros in total sales, with 2.3 billion euros from fashion and around 1.5 billion euros from fragrance and beauty [14] - L'Oréal's acquisition of Kering Beauty is its largest deal to date, following the acquisition of Aesop for over 2.5 billion dollars [15] Potential Acquirers and Market Dynamics - Analysts suggest that L'Oréal and EssilorLuxottica are the most likely acquirers of Armani's respective businesses, with the possibility of licensing apparel and leather goods to a third party [4][23] - LVMH's structure allows it to manage both fashion and beauty segments, but analysts believe it may not pursue an acquisition of Armani due to its focus on managing fewer brands more effectively [21][22] Industry Reactions and Future Considerations - The fashion and beauty industries are closely watching the developments surrounding Armani, with various potential suitors expressing interest [30] - The continuity of the Armani Group's operations post-Armani's death indicates a stable transition, with new leadership appointed to maintain the brand's legacy [29]
Brands Beat Out Governments, Institutions in Consumers’ Trust Ladder: Deloitte
Yahoo Finance· 2025-10-21 15:24
Core Insights - Brands are emerging as trusted entities amid political instability and societal polarization, ranking just below personal relationships in consumer trust [1][2] - The Deloitte report indicates that consumers are increasingly viewing brands as promoters of aspirational value systems [1] Consumer Trust in Brands - Brands have surpassed governments and institutions in consumer trust, with a survey of 7,000 respondents across seven key consumer countries revealing this trend [2] - Trust in small and indie brands stands at 51%, while larger brands are trusted by 58.2% of respondents, both figures showing an increase compared to five years ago [3] Expectations from Brands - Consumers expect brands to cultivate direct relationships, promote authentic storytelling, and maintain a clear identity [4] - Personalization is crucial, with 57.9% of respondents influenced by tailored products and services in forming long-term connections with brands [5] Brand Identity and Consistency - The identity of fashion brands is increasingly shaped by consumer perceptions rather than solely by the brands themselves, highlighting the importance of understanding one's own identity [6]