Investment Strategy - Scion Asset Management, led by Michael Burry, made significant bets against AI companies Palantir Technologies and Nvidia in Q3 2025, purchasing 5 million put options on Palantir valued at $912 million and 1 million put options on Nvidia valued at $186.5 million [4][3] - Burry has been vocal on social media about his concerns regarding the tech sector, particularly highlighting the growth in U.S. tech capital expenditures nearing levels seen during the tech bubble [5] Company Analysis: Palantir and Nvidia - Concerns have been raised about the financial practices of major AI firms, with Burry suggesting that companies like Meta Platforms and Oracle are overstating earnings by extending the useful life of assets, potentially inflating earnings by 21% and 27% respectively by 2028 [6] - Despite the potential of Nvidia and Palantir, Burry emphasizes the importance of valuation, noting that Palantir trades at 268 times forward earnings, indicating a need for caution among investors [7] Company Analysis: Lululemon - Scion purchased 100,000 shares of Lululemon, valued at approximately $18 million at the end of Q3 2025, as the stock has declined 54% this year due to consumer inflation and competition [9][10] - Lululemon's management indicated that the removal of the de minimis exemption and increased tariffs will negatively impact gross margins by $240 million in fiscal 2025 and $320 million in fiscal 2026 [13] - The company has seen a 7% year-over-year increase in net revenue for the first half of 2025, but diluted earnings per share remained flat at $5.70 [13] Market Context - Lululemon's stock trades at about 13 times forward earnings, suggesting potential value, but there are doubts about the company's ability to recover fully in the near term [14] - The apparel market is facing challenges, with consumers less willing to pay premium prices for fitness apparel, impacting Lululemon's sales [10]

近日，泸溪河、盒马鲜生、UR服饰、巴奴火锅等一批现象级热门品牌首店集中签约落地连云港海州区，覆盖新中式糕点、精品生鲜、快时尚服饰、特色 餐饮等核心消费赛道，预计2025年底至2026年初陆续开门迎客。这场"首店盛宴"不仅为市民带来家门口的潮流消费新体验，更以强劲势能推动海州商业提 质升级，为内需潜能释放注入持久动力。 锚定区域消费中心定位，海州区以"提升商业品质、丰富消费供给、优化消费体验"为核心抓手，持续加码商业载体建设与优质品牌招引，推动商业业态从 单一购物向"吃喝玩乐购"一站式综合消费转型。此次落地的品牌矩阵中，既有北上广爆款新中式糕点泸溪河，也有生鲜零售领军者盒马鲜生，还有全球布 局超400家门店的快时尚标杆UR服饰；特色餐饮赛道更添新彩，潮汕风味代表汕心甜汤、"轻养慢煮"主题的山缓缓火锅等品牌同步入驻。这些首店纷纷扎 根万达广场、苏宁广场等核心商业载体，形成错位互补、业态多元的商业布局，让市民无需远行即可尽享潮流消费盛宴。 首店扎堆的背后，是海州持续优化的商业发展生态。通过完善交通配套、升级商圈服务、打造主题消费场景等一系列举措，海州不断增强商业吸引力与辐 射力，现已构建起以万达广场、苏宁广场为核心 ...

Skims said Wednesday it has raised $225 million in new funding, boosting the shapewear and apparel company's valuation to $5 billion. Founded in 2019 by Kim Kardashian and business partner Jens Grede, Skims plans to use the new funding to drive product innovation and expand into new categories, according to an announcement from Goldman Sachs."Today’s announcement validates the hard work of our incredible team and partners who have helped us reach this exciting new chapter, becoming a global omnichannel reta ...

Core Insights - Under Armour Inc. and NBA star Stephen Curry are ending their partnership after more than a decade, as the company focuses on a turnaround strategy and a renewed emphasis on its core products [1] Company Strategy - Under Armour is moving ahead with a turnaround effort, indicating a strategic shift in its business approach [1] - The decision to part ways with Stephen Curry suggests a potential reallocation of resources towards core product lines [1]

Core Insights - Lululemon Athletica's stock price fell nearly 18% after the company reported Q2 2025 earnings and revised its revenue guidance down from 5%-7% to 2%-4% [1] - The company reported a revenue of $2.5 billion for the quarter [1] Financial Performance - Lululemon's Q2 2025 revenue was $2.5 billion [1] - The earnings per share (EPS) was also reported, although the specific figure is not mentioned in the provided text [1] Guidance Revision - The company revised its revenue growth guidance from a previous range of 5%-7% down to a new range of 2%-4% [1]

Accessibility StatementSkip Navigation Under Armour to Focus on Core Brand Comeback BALTIMORE, Nov. 13, 2025 /PRNewswire/ -- Under Armour, Inc. (NYSE: UAA, UA) and Stephen Curry today announced plans to separate Curry Brand from Under Armour, ending a partnership that has redefined performance product and athlete-led storytelling for more than a decade. Under Armour, with a disciplined focus on its namesake brand, will develop new UA Basketball products and continue to support athletes and programs acr ...

Accessibility StatementSkip Navigation BALTIMORE, Nov. 13, 2025 /PRNewswire/ -- Under Armour, Inc. (NYSE: UAA, UA) today announced the expansion of its previously disclosed fiscal 2025 restructuring plan and increased its fiscal 2026 adjusted operating income outlook. Expansion of Fiscal 2025 Restructuring Plan Previously, the company anticipated incurring up to $160 million in pre-tax restructuring and related charges in connection with its fiscal 2025 restructuring plan. Following further review, Under ...

今天分享的是：电商运营：2025秋冬衣橱灵感洞察报告 报告共计：32页 2025年秋冬服饰市场展现出稳健增长态势，衣着类消费价格保持抗跌性，2025年1-6月服装鞋帽纺织品类零售额同比增长3.1%，社媒相关内容量突破1.2亿， 需求前置趋势明显，8月起热度持续攀升。核心消费群体以25-34岁高线城市女性为主，占比62.6%，她们兼具理性与尝新意愿，92%愿意尝试新品牌，77% 愿意探索新风格，同时注重性价比、功能与款式，核心诉求从基础保暖转向时尚表达与质感体验，时尚减龄、气质质感成为主要追求。品类方面，上衣是消 费核心，羽绒服、毛衣/针织衫、卫衣占据主导，下装以牛仔裤为基础款，鞋靴配饰中跑步鞋、帽子备受青睐。场景需求分化显著，通勤场景偏好毛衣/针织 衫，老钱风、法式风、高智风引领潮流，优衣库等快时尚品牌成首选；户外场景以卫衣、冲锋衣、羽绒服为重点，山系户外风为主流，北面、骆驼等品牌表 现突出。热门风格由"优雅""自由""复古"主导，琥珀流光风以大地色系搭配光泽感面料成为流行趋势，Safaricore（城市猎人风）融合复古与都市元素，新复 古主义则将怀旧设计与现代理念结合，三类风格均受到女性消费者高度关注，广泛 ...

Third quarter 2025 worldwide net sales totaled $270 million Third quarter operating loss of $22 million and operating margin of (8)%; constant currency adjusted operating loss of $15 million and constant currency adjusted operating margin of (6)% Completes balance sheet transformation, significantly strengthens financial position subsequent to quarter end Reiterates full year 2025 financial guidance RICHARDSON, Texas, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Fossil Group, Inc. (NASDAQ: FOSL) today announced financ ...

Welcome back to market on close. Shares of Nike are higher today after Wells Fargo upgraded shares to overweight from equal weight and raised its price target to $75 from 60 bucks. Wells Fargo saying visibility into its sales and margins is finally improving and it said it has been in a negative estimate revision cycle for 3 years but it will reverse over the next 6 to9 months.Shares are up almost 7% this week but down 13% on the year. So, it's time now for Options Corner and I'm joined by Alex Coffee, host ...