Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Core Insights - Liberty Media Corporation - Liberty Formula One Series C reported quarterly earnings of $1.52 per share, significantly exceeding the Zacks Consensus Estimate of $0.81 per share, and up from $0.1 per share a year ago [1] - The earnings surprise for this quarter was +87.65%, following a previous quarter where the company also exceeded expectations with a surprise of +127.78% [2] - The company posted revenues of $1.2 billion for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.17%, but showing growth from $853 million in the same quarter last year [3] Earnings Performance - Over the last four quarters, Liberty Media has surpassed consensus EPS estimates three times [2] - The current consensus EPS estimate for the upcoming quarter is $0.37 on revenues of $829.77 million, and for the current fiscal year, it is $1.63 on revenues of $3.78 billion [8] Market Position - Liberty Media's shares have increased by approximately 7.6% since the beginning of the year, compared to a 7.9% gain in the S&P 500 [4] - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [7] Industry Context - The Media Conglomerates industry, to which Liberty Media belongs, is currently ranked in the bottom 18% of over 250 Zacks industries, suggesting potential challenges ahead [9]

U.S. Soccer Star Catarina Macario Scores 10-Year, $10 Million Sponsor Deal From Nike https://t.co/NKWp10zA9x https://t.co/eOMHpUPaNa ...

Market Overview - The S&P 500 reached new all-time highs, surpassing levels last seen in February, indicating strong investor confidence as summer approaches [1] - The market's strength is attributed to robust corporate earnings in Q1, with upcoming Q2 earnings being crucial for sustaining the rally [1] Company Highlights Advanced Micro Devices Inc. (AMD) - AMD reported Q1 2025 earnings of $7.44 billion, exceeding expectations of $7.1 billion, with a year-over-year growth of over 35% [4] - The company raised Q2 revenue guidance to a range of $7.1 billion to $7.7 billion, with a consensus expectation of $7.2 billion [4] - Analyst upgrades and strong earnings have led to a resurgence in AMD's stock, which has broken above key moving averages [6] Ulta Beauty Inc. (ULTA) - ULTA reported Q1 earnings with an EPS of $6.70, beating expectations by $0.97, and a quarterly revenue growth of 4.5% year-over-year [7] - The company raised its full-year 2025 sales guidance to $11.7 billion, with EPS projections increased to a range of $22.65 to $23.20 [7] - Following the earnings report, ULTA's stock jumped 11%, supported by a bullish technical signal known as the Golden Cross [9] Adobe Inc. (ADBE) - Adobe announced Q1 earnings of $5.06 EPS and revenue of $5.87 billion, representing over 10% year-over-year growth [10] - The company maintained its full-year 2025 revenue estimates but raised EPS projections to a range of $20.50 to $20.70 [12] - Despite strong earnings, Adobe's stock remains undervalued compared to tech peers, trading at 23 times forward earnings [10] Amer Sports Inc. - Amer Sports reported Q1 earnings with an EPS of $0.27, surpassing expectations of $0.12, and quarterly revenue of $1.47 billion, reflecting over 24% growth year-over-year [13] - The company raised guidance for full-year EPS and revenue, leading to new all-time highs for the stock [15] Jabil Inc. (JBL) - Jabil reported fiscal Q3 2025 net revenue of $7.8 billion, exceeding analyst expectations and internal projections by over $800 million [16] - EPS for the quarter was $2.55, a 35% year-over-year increase, with full-year revenue guidance raised to $29 billion [16] - The stock reached new all-time highs, supported by strong fundamentals and analyst backing, including a price target increase to $245 [18]

Investment Rating - The report assigns a "Buy" rating to Anta Sports Products with a 12-month price target of HK$117, indicating an upside potential of 24.1% from the current price of HK$94.25 [14][15]. Core Insights - The report emphasizes the positive outlook for Anta Group, supported by solid year-to-date trading performance and effective execution across its brand portfolio. The completion of the Jack Wolfskin acquisition is noted, although its impact on forecasts has not yet been incorporated [7][14]. - The management's focus on Fila's reform under the new CEO aims for sustainable growth rather than immediate margin improvements, with specific strategies including enhanced product functionality and targeted marketing efforts [9][10]. - The report highlights the importance of the upcoming 618 shopping festival, with expectations of increased online sales and a healthy inventory level across most brands, although discounts are anticipated due to a higher online sales mix [7][11]. Summary by Sections Recent Trends - May online sales benefited from the early start of the 618 shopping festival, while offline sales faced challenges due to unfavorable weather conditions. The company expects to see more discounts leading into the festival [7][11]. Brand Performance - Anta brand's performance aligns with expectations, with new initiatives showing promise. The running category remains strong, accounting for over 40% of footwear volume, while basketball performance is still challenging [11]. Margin Outlook - The report indicates that the operating profit margin (OPM) for Anta and Fila brands is expected to remain relatively flat, with Descente's margin at approximately 30%. There is room for improvement for Kolon and MAIA brands [10][11]. Fila Reform - Fila's new CEO is committed to a mid-single-digit percentage growth target by 2025, focusing on product refinement and marketing strategies to enhance brand positioning [9][10]. Jack Wolfskin and Future M&A - The management anticipates that the Jack Wolfskin acquisition will have a limited impact in the first half of 2025 but will be margin-dilutive for the full year. Future M&A opportunities are identified in brands specializing in female products and premium running [12][13].

Adidas shoes in store window. Adidas AG is a German sports apparel manufacturer and parent company ... More of the Adidas Group.getty Adidas is once again in the cybersecurity spotlight. This time the breach came through a side door. Attackers infiltrated a third-party customer service provider and accessed the contact information of Adidas customers, as reported by Bleeping Computer. This incident highlights a growing trend: hackers are increasingly targeting vendors to bypass the more robust defenses of g ...

SANTA BARBARA, Calif., May 05, 2025 (GLOBE NEWSWIRE) -- DRYWORLD Brands Inc. (OTC: IBGR) (the ‘Company’), a leading sportswear and performance brand, announced today a strategic global partnership with G3 Management, a leader in strategic consulting and commercial brand development. The two companies have initiated the partnership through a Memorandum of Understanding (MOU), to spearhead DRYWORLD’s expansion into the established markets of Europe and Asia. G3 will leverage its extensive network across Europ ...