PVH (PVH) FY 2025 Conference September 04, 2025 11:40 AM ET Company ParticipantsBrooke Roach - VP - Equity ResearchStefan Larsson - CEO & DirectorZac Coughlin - CFOBrooke RoachMorning, and welcome to another session of our GS thirty second Annual Global Retailing Conference. My name is Brooke Roach, and I cover the apparel, accessories and brands sector here at GS. And I'm thrilled to introduce our next session with PVH Corp. Here today are Stephane Larson, CEO and Zach Cocklin, CFO. Welcome, Stephane. Welc ...

Market Overview - Wall Street has experienced a rally over the past two months, with investors remaining optimistic despite concerns over the Federal Reserve's monetary policy and tariffs [1] - Federal Reserve Chairman Jerome Powell's hints at a potential rate cut next month have further fueled this rally, leading to a record closing high for the Dow at 45,631.74 points [3][8] Rate Cut Expectations - Investors are anticipating a 25-basis-point interest rate cut in September, with the current range held steady at 4.25-4.5% since December [4] - Inflation data showed a slower growth rate, with the consumer price index (CPI) increasing by 0.2% in July, lower than the expected 0.3% [5] - The market is now pricing in a 90% chance of a quarter percentage point rate cut in September, up from 75% prior to Powell's speech [5] Consumer Discretionary Stocks - Investing in consumer discretionary stocks is recommended due to the optimism surrounding rate cuts, with five highlighted stocks: Boyd Gaming Corporation, Carnival Corporation, The Walt Disney Company, Netflix, Inc., and Ralph Lauren Corporation [2][8] Boyd Gaming Corporation - Boyd Gaming operates gaming entertainment properties across multiple states and has an expected earnings growth rate of 5.2% for the current year, with a Zacks Rank of 1 [6] Carnival Corporation - Carnival Corporation is the largest cruise operator globally, with an expected earnings growth rate of 40.9% for the current year and a Zacks Rank of 2 [7][9] The Walt Disney Company - Disney's revenues reached $91.4 billion in fiscal 2024, with an expected earnings growth rate of 17.7% for the current year and a Zacks Rank of 2 [10][11] Netflix, Inc. - Netflix is a leader in the streaming industry, with an expected earnings growth rate of 31.4% for the current year and a Zacks Rank of 2 [12][13] Ralph Lauren Corporation - Ralph Lauren is a major designer and distributor of premium lifestyle products, with an expected earnings growth rate of 19.8% for the current year and a Zacks Rank of 2 [14]

Color-Changing, sweat-activated (hydrochromic), glow-in-the-dark, and custom medal innovations create unforgettable moments for participants and sponsors Color Changing T-shirts and Medals X T-shirt Unveils Color-Changing Shirts and Color-Changing Medals for a New Era of Endurance Events Dongguan City, Guangdong, China, Aug. 20, 2025 (GLOBE NEWSWIRE) -- X T-shirt, the creator of Magic Race Shirts and innovative race medals, is redefining the way endurance events engage participants and sponsors. With app ...

Core Insights - Xcel Brands, Inc. has announced a strategic licensing partnership with TSC Product Lab to launch a new food brand, Mesa Mia by Jenny Martinez, inspired by Latin cooking traditions [1][2][3] Company Overview - Xcel Brands, Inc. is a media and consumer products company engaged in various sectors including design, licensing, marketing, and social commerce sales of branded products [6] - The company was founded in 2011 and has generated over $5 billion in retail sales through livestreaming and digital channels [6] - Xcel's brand portfolio includes well-known names such as Halston and Judith Ripka, and it has a significant social media presence with over 43 million followers [6] Product Launch Details - Mesa Mia by Jenny Martinez will feature a curated line of food products including chips, salsas, proteins, meals, and drink mixes aimed at making Latin cooking accessible [2][5] - The collaboration combines Xcel's brand development expertise with TSC Product Lab's product innovation capabilities [2] Brand and Creator Background - Jenny Martinez is a Latina home cook and social media influencer known for sharing authentic Mexican recipes, which resonate with a large audience [4][9] - Her first cookbook, "My Mexican Mesa, Y Listo!" debuted in Spring 2024, featuring 100 family-style recipes [9] - Jenny has also launched a line of cookware and dinnerware at over 600 department stores and a spice line available in grocery stores [9] Strategic Vision - The partnership aims to inspire families across the country by bringing the joy of Latin cooking into their homes [3][5] - The initiative reflects Xcel Brands' commitment to developing creator-led businesses that align with contemporary cooking and celebration practices [5]

Group 1 - Armata Pharmaceuticals, Inc. (ARMP) is a clinical-stage biotechnology company with a Zacks Consensus Estimate for its current year earnings revised downward by 14.1% over the last 60 days [1] - Columbia Sportswear Company (COLM) is a lifestyle apparel and accessories company, and its Zacks Consensus Estimate for current year earnings has been revised downward by 8.3% over the last 60 days [1] - Eagle Financial Services, Inc. (EFSI) is a bank holding company for Bank of Clarke, with its Zacks Consensus Estimate for current year earnings revised downward by 8.6% over the last 60 days [2]