Sometimes it takes a few decades to really hit your stride. That appears to be the case with Canadian fashion retailer Aritzia, which has experienced considerable success in recent years.But 2025 has been something else entirely. Over the past 12 months, the brand — and its stock price — have kicked into overdrive as the company accelerated its physical and digital expansion.Aritzia's share price has more than doubled over the past year, even after taking a hit in the early days of President Donald Trump' ...

Market Performance - The U.S. stock market is experiencing a subdued finish to 2025, with major indexes trending lower for the fourth consecutive session [1][2] - The S&P 500 is down approximately 0.2% to 0.3%, the Nasdaq Composite has declined about 0.1% to 0.3%, and the Dow Jones Industrial Average has slipped around 0.2% to 0.5% [2] - Despite the recent pullback, the Nasdaq Composite is expected to conclude the year with a gain of over 21%, the S&P 500 with a 17% increase, and the Dow with a 13% advance [3] Economic Outlook - The U.S. stock markets will be closed on January 1, 2026, for New Year's Day, with trading resuming on January 2, 2026 [4] - Key economic indicators and corporate earnings will be closely monitored in early January, including Initial Claims and the ISM Manufacturing report [5] Corporate Developments - Nike shares advanced by 4.3% after CEO Elliott Hill purchased approximately $1 million worth of shares [7] - Meta Platforms, Inc. saw a 1.1% rise in shares following its acquisition of AI startup Manus [7] - Citigroup Inc. shares declined by 0.8% after approving the sale of its Russian unit, expected to result in a $1.2 billion pre-tax loss [8] - Boeing gained 0.6% on securing an $8.58 billion U.S. Air Force contract [8] - Intel shares rose by 1.7% as Nvidia completed a $5 billion investment in the company [8] Notable Decliners - Micron Technology shares were down 2.7%, despite a year-to-date gain of 248% [9] - Broadcom fell by 1.1%, and Ares Management Corporation saw a significant decline of 3.4% within the S&P 500 Index [9] Year-End Reflection - Investors are reflecting on a year characterized by robust gains, particularly in the technology sector driven by AI advancements, alongside periods of volatility influenced by geopolitical events and shifts in monetary policy [11]

The Good Brigade/DigitalVision via Getty Images Listen below or on the go on Apple Podcasts and Spotify What’s in store for craft brewing next year? (0:16) Nike CEO buying. (2:09) Michael Burry on Tesla. (3:12) This is an abridged transcript of the podcast: Our top story so far, with libations already flowing around the globe to ring in the New Year, it’s a good time to ask what 2026 holds for craft beer. The industry is still in the shakeout phase that began in 2023, with volumes falling and brewery ...

Core Insights - Deckers Outdoors Corporation (DECK) reported a significant growth in its UGG brand, with net sales increasing by 10.1% year over year to $759.6 million in Q2 of fiscal 2026, outpacing the company's overall net sales growth of 9.1% [1][9] Group 1: UGG Brand Performance - UGG's international markets were crucial for growth, collectively increasing by 38% year over year, which helped mitigate slower performance in the U.S. market [2] - The quarterly growth of UGG was primarily driven by a 17% increase in wholesale, supported by strong demand from retail partners and early European shipments, although there was a 10% decline in direct-to-consumer (DTC) sales due to higher wholesale stock levels and a challenging U.S. consumer environment [3] - UGG's global revenue rose by 12% in the first half of the fiscal year, fueled by key brand initiatives, strong international growth, and successful new product launches, including the Mel franchise, which saw significant sales increases [4] Group 2: Future Outlook - The company anticipates a cautious consumer environment in the second half of the fiscal year due to pricing and tariff impacts, projecting low-to mid-single-digit percentage growth for UGG in fiscal 2026, indicating steady brand momentum [5] - Despite competitive pressures from companies like American Eagle and Boot Barn, UGG's international momentum and strong wholesale demand position it as a key growth driver for Deckers [6][7] Group 3: Competitive Landscape - American Eagle Outfitters reported a 6% increase in total net revenue to $1.36 billion in Q3 of fiscal 2025, with a gross profit rise of 5% year over year, although gross margin faced slight pressure [6] - Boot Barn Holdings achieved an 18.7% net sales growth year over year to $505.4 million in Q2 of fiscal 2026, with gross profit increasing to 36.4% of net sales, driven by higher sales volumes and improved merchandise margins [7] Group 4: Valuation and Earnings Estimates - Deckers shares have increased by 1.9% over the past six months, compared to a 17.6% rise in the industry, with a current Zacks Rank of 2 (Buy) [8] - The forward price-to-earnings ratio for DECK is 15.67, which is lower than the industry average of 18.07 [10] - The Zacks Consensus Estimate indicates a year-over-year earnings growth of 1.1% for the current fiscal year and 6.3% for the next fiscal year [11]

太懂长沙！本土潮流感直接拉满 H&M这次焕新，直接把本土气质藏进细节里。门店延续现代简约风，米白色基调+自然材质，开阔又通透，刚好 戳中长沙人"既要舒适又要时髦"的需求。 选品更是精准！男装、女装、童装、青少年装等全品类覆盖，从日常基础款到个性设计款，学生党、上班族、亲 子家庭都能挑到心头好，多元包容的时尚感直接拉满。 长沙晚报掌上长沙12月31日讯（全媒体记者 刘捷萍） 跨年夜的长沙又添顶流打卡地！12月31日，H&M德思勤四 季汇店携2026新春系列焕新启幕。全新空间+限定穿搭+炸裂福利，直接把南城的潮流氛围拉满！不管是逛街扫货 还是打卡拍照，这波都值得冲。 长沙作为中部潮流风向标，这次H&M的焕新可不是小打小闹。不仅给消费者带来全新体验，更希望推动南城时尚 零售升级，带动更多品牌互动，让整个商圈的潮流生态更有活力。 H&M集团零售大中华区总裁司懿德直言："长沙作为中部核心城市，拥有强劲的消费潜力与活跃的潮流文化。这 次焕新，希望通过耳目一新的店铺视觉、最前沿的潮流时尚设计与升级的优质购物体验，为长沙消费者打造独特 的时尚之旅，进一步深化和本地市场的连接！" 要知道，今年8月深圳双店齐开、9月上海"HOU ...

Lululemon's outspoken founder is used to making headlines with his interviews. Dennis "Chip" Wilson founded the athleisure brand in 1998 and left the company in 2013 after a series of controversial remarks. Since his departure, the 70-year-old billionaire has continued to express his opinions about the brand.With an 8% stake in the company, Wilson's wealth remains tied to Lululemon's performance. With shares underperforming compared to its peers over the last two years and a CEO set to leave in 2026, Lulul ...

Retail Sector Insights - The retail sector is seeing a mix of established brands and emerging opportunities, with a focus on companies like TJX and Planet Fitness, which are recognized as strong businesses but may be trading at high valuations [2][6] - Birkenstock is highlighted as a potential growth stock that is not currently valued as such, presenting an interesting investment opportunity [3][5] - Capri Holdings, particularly Michael Kors, is noted for its turnaround potential following the Versace sale, indicating a cleaner balance sheet and a recovery trajectory [4][5] Valuation Perspectives - The concept of a "sleep easy at night" premium is discussed, where investors are willing to pay higher multiples for consistent businesses like Walmart and Costco, reflecting a shift in valuation metrics [9][10] - The discussion emphasizes that high valuations can be justified by future growth expectations, suggesting that current multiples may not be as high when considering long-term growth [8][9] Competitive Landscape - The competition between Walmart and Amazon is analyzed, with both companies seen as winners in the retail space, indicating a healthy competitive environment [12][13] - Lululemon is under scrutiny due to its brand saturation and potential overstretching, with activist investors pushing for changes in leadership and strategy [14][15][16]

Uh George Zillis is with me taking a look at a few of the other names on the move including Applied Digital. Let's talk about that. Good morning, George Zillis. >> Morning, Nicole.Yeah, there's there's some movement and some deal making going on in the the digital infrastructure space and Applied Digital is one of these remarkable stories. They really started off as a small Bitcoin mining company has really morphed into cloud computing uh as well as high performance computing uh and improving scalability. T ...

Key Points Lululemon is searching for a new CEO following a slump in U.S. sales. An activist investor is already involved, and now the company's founder wants to replace multiple board members. These developments could prolong the CEO search. 10 stocks we like better than Lululemon Athletica Inc. › Activewear retailer Lululemon (NASDAQ: LULU) has been struggling to remain relevant in its core U.S. market. The company is facing more competition than ever before, and management has been slow to rec ...

Core Viewpoint - Lululemon is experiencing a rare power struggle as founder Chip Wilson pushes for a board overhaul before the selection of a new CEO, citing failures in board oversight and lack of a clear succession plan [1][2]. Group 1: Management Changes - Chip Wilson, a major shareholder, has nominated three candidates for the board ahead of the 2026 annual meeting: Marc Maurer, Laura Gentile, and Eric Hirshberg [1][2]. - Wilson criticized the recent CEO transition announcement as the third significant failure of the board's oversight function, emphasizing the absence of members with substantial product experience [2]. Group 2: Shareholder Concerns - Shareholders are reportedly skeptical about the current board's ability to select and support the next CEO without members who possess richer product experience [2].