据了解，今年以来，光明不断焕新提速全场景、全域式商文旅体融合联动，激活消费活力。加速商超精 品化变革，打造"15分钟商业生活圈"，通过"人、货、场"零售价值重塑，打造"即逛-即买-即食"的鲜活 体验，极大调动消费者五感。今年春季以凤凰城商圈为核心，打造"春日繁花"文旅体验胜地，让市民沉 浸式感受春日繁花簇拥的美好。夏季，光明以深圳科学技术馆开馆为契机，依托山水林田湖各类资源禀 赋，打造"科技+文旅+生态"新模式，以"科学如此好玩，一起奔向光明"为主题，策划了一系列吸睛又好 玩的活动，为游客在逛完深圳科学技术馆之余提供了更多"趣"处。 （文章来源：深圳商报） 永辉超市广东大区负责人表示，光明大仟里店的开业，是响应深圳消费升级政策、服务光明科学城高素 质人口消费需求的重要举措。此次调改历时两个月，商品结构实现颠覆性重构，重新规划后的商品总数 9772款，涵盖57款胖东来自有品牌爆品及15.1%的进口精品，调改后商品结构达到胖东来商品结构的 80%以上。 记者梳理发现，近日，光明区商业市场迎来多项新动态："种草版"公明sp@ce天虹超市3.0开业，"场景 化"种草体验更去"班味"；盒马鲜生带着"APP下单最快30分 ...

Carrefour Said to Tap Rothschild for Potential Italy Unit Sale https://t.co/fjDOfnyAFq ...

Kroger (KR) ended the recent trading session at $71.39, demonstrating a -1.15% change from the preceding day's closing price. This change lagged the S&P 500's 0.01% loss on the day. Meanwhile, the Dow lost 0.32%, and the Nasdaq, a tech-heavy index, added 0.05%. Prior to today's trading, shares of the supermarket chain had gained 10.23% outpaced the Retail-Wholesale sector's gain of 3.27% and the S&P 500's gain of 5.37%.The investment community will be closely monitoring the performance of Kroger in its fort ...

Agency spokesman Dwayne English said 58-year-old Kankakee resident Brian Jackson was arrested and released on a notice to appear at the Will County Courthouse for the crime of retail theft. English said that at 10:12 a.m. July 15, officers responded to the Walmart for a retail theft. Police allege that Jackson entered the store and placed over $600 worth of laundry detergent and meat in a shopping cart and exited the store without paying for the merchandise, English said. ...

Group 1 - The investor has 15 years of experience in financial services, focusing on macro trends and identifying undervalued sectors such as metals, gold, and cryptocurrency [1] - The investor has a strong educational background with a BS in Finance and an MBA, and has worked in both New York and North Carolina [1] - The investor emphasizes the importance of diligent saving and investing, having transitioned from a middle-class background to co-managing a seven-figure investment account [2] Group 2 - The investor maintains an updated portfolio that includes a variety of funds, stocks, and sectors, which is shared with followers [3] - Key investments include broad market ETFs like DIA, VOO, QQQM, and sector-specific funds such as XLE and VPU, along with alternatives like Bitcoin and gold [3] - The investor contributes to the CEF/ETF Income Laboratory, focusing on managed income portfolios targeting approximately 8% yields, appealing to both active and passive investors [3]

16th July 2025 Stabilisation Manager(s) Name(s): JOINT GLO CO BNPP/GS bookrunners: BAML/mizuho/rabo/natwest/lloyds/hsbc/SG/Sant/RBC/ING/DB/Mufg/SMBC This announcement is for information purposes only and does not constitute an invitation or offer to underwrite, subscribe for or otherwise acquire or dispose of any securities of the Issuer in any jurisdiction. This announcement is not an offer of securities for sale into the United States. The securities referred to above have not been, and will not be, regis ...

Core Viewpoint - J. Sainsbury PLC (JSAIY) is currently viewed as a better value opportunity compared to Walmart (WMT) based on various financial metrics and rankings [1]. Valuation Metrics - JSAIY has a forward P/E ratio of 12.44, significantly lower than WMT's forward P/E of 36.89 [5]. - The PEG ratio for JSAIY is 3.48, while WMT's PEG ratio stands at 4.61, indicating JSAIY's expected earnings growth is more favorable [5]. - JSAIY's P/B ratio is 1.07, compared to WMT's P/B of 8.48, suggesting JSAIY is more undervalued relative to its book value [6]. Zacks Rank and Estimate Revisions - JSAIY holds a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions, while WMT has a Zacks Rank of 3 (Hold) [3]. - The stronger estimate revision activity for JSAIY suggests a more favorable earnings outlook compared to WMT [7]. Value Grades - JSAIY has been assigned a Value grade of A, whereas WMT has a Value grade of C, further supporting the conclusion that JSAIY is the superior option for value investors [6].

Company Performance - Walmart's stock increased by 1.46% to $95.78, outperforming the S&P 500's gain of 0.14% on the same day [1] - Over the past month, Walmart's stock has decreased by 0.04%, underperforming the Retail-Wholesale sector's gain of 2.13% and the S&P 500's gain of 3.97% [1] Upcoming Earnings - Walmart is set to disclose its earnings on August 21, 2025, with projected earnings of $0.72 per share, reflecting a year-over-year growth of 7.46% [2] - The consensus estimate anticipates revenue of $175.35 billion, indicating a 3.55% increase from the same quarter last year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are estimated at $2.6 per share and revenue at $704.61 billion, representing changes of +3.59% and +3.47% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Walmart reflect shifting business dynamics, with upward revisions indicating analysts' positive outlook on the company's profitability [4] - The Zacks Rank system, which considers these estimate changes, currently rates Walmart at 3 (Hold) [6] Valuation Metrics - Walmart has a Forward P/E ratio of 36.36, which is significantly higher than the industry average Forward P/E of 15.01 [6] - The company has a PEG ratio of 4.54, compared to the industry average PEG ratio of 1.83 [7] Industry Context - The Retail - Supermarkets industry, part of the Retail-Wholesale sector, currently holds a Zacks Industry Rank of 155, placing it in the bottom 38% of all industries [7] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Core Insights - AW supermarket, a global new retail brand, made a significant impact during its grand opening in Beijing, attracting large crowds even before official operating hours [1] - The supermarket spans 5,000 square meters and offers nearly 6,000 product varieties, with over 50% being fresh produce and 25% being organic products, aligning with consumer demand for healthy living [3] - AW supermarket aims to promote healthy organic living, ensuring all organic vegetables, fruits, and seafood are rigorously tested and digitally traceable, leading to high demand for organic products on opening day [4] Product Offering and Consumer Engagement - The supermarket features diverse consumer experiences, including a tasting event for bluefin tuna, which drew significant attention, and reasonably priced oysters imported from France [5] - A unique wine tasting area offers 10 selected wines from premium global regions daily from July 8 to September 1, catering to consumer interest in wine tasting and showcasing market differentiation [7] Technological and Environmental Initiatives - AW supermarket employs robots for customer service, enhancing the shopping experience and attracting families with children through interactive technology [9] - The supermarket has eliminated traditional plastic bags in favor of paper and biodegradable options, demonstrating a commitment to sustainability and reducing environmental impact [9] Market Positioning and Industry Impact - The supermarket's success is attributed to its combination of health-focused offerings, experiential shopping, and environmental practices, setting a new benchmark in the competitive retail market [9]

Core Viewpoint - Value stocks are currently overlooked in the market, with a potential rotation back into undervalued stocks expected in the coming months [1] Group 1: Investment Opportunities - Investors can utilize a screening process focusing on high returns on capital and strong business models to identify undervalued stocks [2] - Ulta Beauty, Adobe, and Sprouts Farmers Market are highlighted as stocks with favorable profiles, positioned in low-cyclical spaces and offering asymmetric upside opportunities [3][4] - Ulta Beauty's stock is trading near its 52-week high, yet its forward P/E ratio of 19.7x indicates it remains undervalued compared to historical levels [3][4] Group 2: Company Fundamentals - Ulta Beauty has not been this undervalued since the onset of the COVID-19 pandemic, with strong fundamentals supporting its business [4] - The company enjoys a gross profit margin of 42.7%, which is indicative of its pricing power and profitability [5] - Ulta's return on invested capital (ROIC) stands at 26.8%, aligning with long-term stock price performance expectations [6] Group 3: Analyst Ratings and Price Targets - Analyst Michael Baker from DA Davidson has reiterated a Buy rating on Ulta with a price target of $550, suggesting a 16% upside from current levels [7] - Adobe's forward P/E of 17.1x is the lowest on record, indicating a potential for significant upside as the economic landscape improves [8][10] - Gil Luria from DA Davidson has placed a Buy rating on Adobe with a price target of $500, representing a 34% upside potential [11] Group 4: Sprouts Farmers Market - Sprouts Farmers Market has seen a 100% rally over the past year but still holds potential for further growth due to its defensive business model [13] - The company boasts a 15% ROIC, positioning it favorably among peers and justifying its premium valuation of 30.8x forward P/E [14][15]