Key Takeaways TBLA increased R&D spending to 8% of revenues in 2024 to drive AI-led product innovation and ad performance. Sustained R&D enables TBLA to improve contextual targeting, ad relevance and user engagement. Investments in generative AI and self-serve tools help TBLA expand offerings and enter new ad tech markets.Taboola.com Ltd. (TBLA) places strong emphasis on research and development (R&D) as a fundamental pillar of its long-term growth and competitiveness. In an ever-evolving digital advertis ...

Luxury retailer Coach has made a comeback after a strategic rebrand, successful celebrity partnerships and revamped designs.And it's drawing in younger shoppers. More than two-thirds of Coach's nearly 900,000 new customers in North America were Gen Zers and millennials in the last quarter, the brand said.  Coach President and CEO Todd Kahn said he and creative director Stuart Vevers focused on what they called the "timeless Gen Z client, " which "became the muse" for the company."When we started focusing ve ...

Core Viewpoint - Needham analyst Laura Martin maintains a Buy rating on Taboola.com (TBLA) and raises the price target from $3.34 to $4.50, highlighting the company's unique advantages and growth potential in the AdTech space [1] Group 1: Company Overview - Taboola is recognized as a leading performance AdTech company that operates in the open internet, leveraging exclusive supply and unique data [1] - The company aggregates data from 600 million Daily Active Users (DAUs) through direct integrations with publishers' websites, providing significant targeting advantages [2] Group 2: Product and Technology - Taboola's generative AI assistant, Abby, facilitates self-service ad creation and campaign management, attracting small- and medium-sized advertisers [2] - The company integrates generative AI across various functions, including treasury, FP&A, R&D, and sales, to enhance productivity and reduce costs [4] Group 3: Revenue Model and Partnerships - More than 90% of Taboola's revenue is derived from direct advertiser relationships, and about 90% of its supply comes from exclusive five- to seven-year contracts with website owners [5] - The partnership with Yahoo, established in November 2022, allows Taboola to sell all native ads on Yahoo properties, which has doubled its adjusted EBITDA and free cash flow (FCF) within 18 months [7] Group 4: Financial Performance - For the second quarter, Taboola is expected to report net revenue (ex-TAC) of $161.7 million, reflecting an 8% year-over-year increase, and adjusted EBITDA of $41.9 million, up 13% year-over-year, with a 26% margin [7] - The company anticipates converting 50%–60% of adjusted EBITDA into free cash flow [7] Group 5: Market Expansion - Taboola's new Realize platform broadens its Total Addressable Market (TAM) by enabling revenue generation from display and video ads, with display ad spending being approximately three times larger than native ad revenue [6]

Core Insights - Tapestry, Inc.'s Coach brand reported strong performance in Q3 of fiscal 2025, with net sales reaching $1.29 billion, marking a 13% year-over-year increase on a reported basis and 15% growth on a constant-currency basis, reinforcing its leadership in the accessible luxury segment [1][9] Financial Performance - Coach achieved a record gross margin of 79% in Q3, driven by operational efficiency and premium pricing power, with Average Unit Retail (AUR) growing in the mid-teens and now approximately 70% higher than in 2019 [2][9] - The leather goods segment experienced strong double-digit growth, particularly from the Tabby and New York collections, with key products selling out quickly [3][9] Strategic Initiatives - The "One Coach" strategy, which aligns product and pricing across outlet and full-price channels, has enhanced consumer engagement and margin expansion [3] - Tapestry has upgraded its fiscal 2025 revenue guidance to $6.95 billion, indicating a 4% growth from the previous year, surpassing earlier expectations of 3% growth [4] Regional Performance - Sales growth expectations include 3-4% in North America, around 30% in Europe, low-single digits in Greater China, and high-single digits in other parts of Asia, with an anticipated operating margin expansion of 100 basis points year-over-year [5] Earnings Forecast - Earnings per share are projected to be $5.00, reflecting high-teens percentage growth from the previous year, exceeding earlier estimates of $4.85-$4.90 [5] - The Zacks Consensus Estimate for the current fiscal year's earnings has increased to $5.05 per share, indicating year-over-year growth of 17.7% [12] Stock Performance - Tapestry's shares have increased by 27.1% over the past six months, outperforming the broader Retail-Apparel and Shoes industry, which declined by 16.8% [6] - The stock is currently trading above its 50 and 200-day simple moving averages, indicating positive market sentiment and investor confidence [10]

The cosmetics seller reported a nearly 50% increase in its first-quarter revenue from skincare products as it pivots to the segment from make-upKey Takeaways:Yatsen's first-quarter net loss narrowed sharply to less than $1 million, as it reported a profit on a non-GAAP basisSkincare products accounted for 43.5% of the cosmetics seller's net revenue for the quarter, up from 31.7% a year earlierWhen Yatsen Holding Ltd. (YSG.US) Chairman Huang Jinfeng declared his company was on the cusp of a turnaround in Apr ...

Core Insights - The North American premiere of "Gabby's Dollhouse Live!" will launch on September 19, 2025, in Long Beach, CA, and will tour over 75 cities [1][3][4] - The live production is based on the popular DreamWorks Animation series "Gabby's Dollhouse," which has been a top 10 series in 63 countries on Netflix [4][10] - The show features an original story with unique puppets, dynamic staging, and songs designed to engage audiences [5][10] Company Collaborations - DreamWorks Animation is partnering with TEG Life Like Touring and Terrapin Station Entertainment to bring the live show to North America [4][10] - Walmart is the presenting sponsor for "Gabby's Dollhouse Live!" [5][14] - TEG Life Like Touring has a history of producing successful shows for popular entertainment brands, enhancing the live entertainment landscape [15][16] Tour Details - The tour will include major venues such as the Grand Ole Opry in Nashville, TN, and the Chicago Theatre in Chicago, IL [1][4] - The initial tour dates span from September 19, 2025, to December 20, 2025, covering various cities across the United States [6][7][8] - The production aims to capture the magic of the "Gabby's Dollhouse" franchise and engage families through live entertainment [4][10]

Taboola.com (TBLA) FY Conference May 13, 2025 02:15 PM ET Speaker0 The senior media analyst and analyst at Needham and Company, and I'm here to welcome Steve Walker. I think this is the first time. Isn't this the first time I've ever interviewed you alone on stage? Speaker1 That is correct. Yes. Speaker0 Yes. Thanks for Speaker1 having me. Speaker0 Yeah. Thank you. Speaker1 Be gentle. Speaker0 Okay. No. That's not a thing. That's not a request I'm willing to abide. Nice to be asked. How's your one on one so ...

Tapestry (TPR) Q3 2025 Earnings Call May 08, 2025 08:00 AM ET Company Participants Christina Colone - Global Head of Investor RelationsJoanne Crevoiserat - CEOScott Roe - CFO & COOLorraine Hutchinson - Managing DirectorTodd Kahn - CEO & Brand President of CoachMichael Binetti - Senior Managing DirectorBrooke Roach - Vice President - Equity ResearchRick Patel - Managing DirectorDana Telsey - CEO and Chief Research Officer Conference Call Participants Ike Boruchow - Managing Director: Senior Analyst - Retaili ...

Tapestry (TPR) Q3 2025 Earnings Call May 08, 2025 08:00 AM ET Speaker0 Good day and welcome to this Tapestry Conference Call. Today's call is being recorded. At this time, for opening remarks and introductions, I would like to turn the call over to the Global Head of Investor Relations, Christina Colon. Speaker1 Good morning. Thank you for joining us. With me today to discuss our third quarter results, as well as our strategies and outlook are Joanne Kervoisarot, Tapestry's Chief Executive Officer and Scott ...

再看政策导向。从2020年启动旧改到现在，全国已经改造了近28万个老旧小区，加装电梯超过13万部， 惠及1.2亿人。 2025年更是计划在新增100万套城中村改造的基础上继续扩大规模，光35个大城市就有170万套城中村需 要改造。 这说明国家层面已经把"改"当成了主方向，拆迁重建反而成了例外。 最近几年，全国各大城市都在干一件事：给"老破小"房子"缝缝补补"，而不是直接拆了重建。 很多人觉得奇怪，拆了盖新房多简单，为啥非要花冤枉钱改造？今天咱们就用数据和案例，把这事彻底 说清楚。 先看成本账。在北京、上海这样的一线城市，拆一套"老破小"的成本能吓死人。 光拆迁补偿这一项，每平方米就要6-8万，加上土地整理、新建建筑成本，总成本能达到每平方米1.5-2 万元。 而改造呢？住建部的数据显示，全国平均每平方米改造费用只要1000-3000元，是拆迁成本的十分之一 到五分之一。就拿广州来说，改造一个老旧小区的总成本，可能只够拆两栋楼的钱。 有人会问，改造能解决根本问题吗？ 答案是肯定的。比如上海的石库门里弄，改造时保留了百年历史的建筑风貌，同时加装了现代化厨卫设 备，居民满意度从改造前的不足50%提升到80%以上。 ...