Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025.  A copy of the letter can be downloaded here. The Fund prioritizes investments in high-quality companies that possess a lasting competitive advantage and long-term growth drivers, capable of generating attractive cash flow and sustained value for investors. The Fund returned -3.05% in Q4 2025 compared to 3.29% for the MSCI ACWI Index Net. As a patient investor, the firm maintain ...

Gap Inc. to Report Fourth Quarter and Fiscal 2025 Results on March 5th [Accessibility Statement] Skip NavigationSAN FRANCISCO, Feb. 12, 2026 /PRNewswire/ -- [Gap Inc.](NYSE: GAP) will report its fourth quarter and fiscal 2025 financial results by press release on March 5, 2026, at approximately 1:15 p.m. Pacific Time.In addition, the company will host a conference call to review its fourth quarter and fiscal 2025 results on Thursday, March 5, 2026, beginning at approximately 2:00 p.m. Pacific Time.A live we ...

Core Viewpoint - Wolverine World Wide, Inc. (NYSE:WWW) is considered an overlooked small-cap stock with potential investment opportunities despite recent downgrades from analysts [1][2]. Group 1: Analyst Ratings - Mauricio Serna from UBS reiterated a Buy rating on Wolverine World Wide with a price target of $26 [1]. - John Staszak from Argus Research downgraded the stock from Buy to Hold on January 22, without providing a price target [1]. - Argus Research's cautious rating is attributed to trade policy uncertainties and declining sales in the company's Lifestyle category [2]. Group 2: Financial Performance - In fiscal Q3 2025, Wolverine World Wide reported a 2.9% year-over-year decline in Work Group revenue and a 6.5% decline in Other revenue [2]. - The company is expected to report approximately $510.74 million in revenue and a GAAP EPS of $0.40 for fiscal Q4 2025, with results set to be released on February 26 [4]. Group 3: Business Overview - Wolverine World Wide designs, manufactures, sources, markets, licenses, and distributes a variety of branded footwear, apparel, and accessories [5]. - The company also engages in sourcing operations, direct-to-consumer retail, and licensing for brands such as Stride Rite and Hush Puppies [5]. Group 4: Long-term Outlook - Despite the near-term downgrade, Argus Research maintains a long-term Buy rating for the next five years [4].

Core Viewpoint - Marimekko Corporation's Board of Directors has decided to initiate a share buyback program, acquiring up to 90,000 shares, which is approximately 0.22% of the total shares outstanding, starting from 16 February 2026 and expected to conclude by the end of May 2026 [1] Group 1: Share Buyback Details - The Annual General Meeting on 15 April 2025 authorized the acquisition of a maximum of 150,000 shares, representing about 0.4% of the total shares [2] - The shares will be purchased using funds from the company's non-restricted equity, which will reduce the funds available for distribution [2] - The acquired shares may be used for incentive compensation programs, transferred for other purposes, or cancelled, with the authorization valid until 15 October 2026 [2] Group 2: Company Overview - Marimekko Corporation has a total of 40,649,170 shares and currently holds 77,790 of its own shares [3] - In 2025, the company's net sales reached EUR 190 million, with a comparable operating profit margin of 17.1% [3] - Marimekko operates approximately 170 stores globally and serves customers in 39 countries through its online store, with key markets in Northern Europe, the Asia-Pacific region, and North America [3]

Marimekko Corporation, Financial Statements Bulletin, 12 February 2026 at 8.00 a.m. EET MARIMEKKO FINANCIAL STATEMENTS BULLETIN 2025: Marimekko’s net sales in the fourth quarter grew from the comparison period’s record level and operating profit margin was at a good level despite the continued challenging market situation This release is a summary of Marimekko’s financial statements bulletin for the January-December period of 2025. The complete report is attached to this release as a pdf file and it is also ...

Core Viewpoint - Marimekko Corporation has established a new share-based long-term incentive plan for its management to align their interests with shareholders and enhance the company's long-term value [1] Group 1: Incentive Plan Overview - The new incentive plan is designed to commit the Management Group to the company's strategy and objectives while providing a competitive reward system based on the performance and accumulation of shares [1] - The Performance Share Plan for 2026–2030 includes four performance periods covering financial years 2026–2027, 2026–2028, 2027–2029, and 2028–2030 [2] Group 2: Reward Structure - The Management Group can earn Marimekko shares based on performance, with rewards paid in spring after each performance period, consisting of both shares and cash [3] - The cash portion of the reward is intended to cover taxes and social security contributions, and the total rewards are capped at limits set by the Board of Directors [3] Group 3: Holding Period and Performance Criteria - Shares awarded are subject to a two-year holding period during which they cannot be sold or transferred [4] - Performance criteria for the periods 2026–2027 and 2026–2028 are based on total shareholder return and operating profit margin, with maximum rewards of 50,000 shares for 2026–2027 and 103,000 shares for 2026–2028 if targets are fully met [5] Group 4: Company Profile - Marimekko is a Finnish lifestyle design company known for its unique prints and colors, with a product portfolio that includes clothing, bags, accessories, and home décor [6] - In 2024, Marimekko reported net sales of EUR 183 million and a comparable operating profit margin of 17.5 percent, operating approximately 170 stores globally and serving customers in 39 countries [6]

Core Insights - The company maintains a strong focus on sports and growth, leveraging its portfolio of three major brands: Nike, Converse, and Jordan [1] - Analysts express concerns regarding flat sales growth and profitability, questioning when the company will achieve sustainable revenue growth [2] - The company is confident in its strategy to generate profits and achieve top-line growth through its sports-focused approach [3] North America Performance - North America has shown a return to growth, with the largest reporting segment experiencing double-digit growth, overall up more than 20% [4] - The wholesale business in North America also returned to growth, contributing significantly to future business prospects [4][5] - There are criticisms regarding the heavy focus on North America for sell-in, but the company asserts a global focus in its wholesale strategy [5] Leadership and Market Relationships - The leadership team in North America is recognized for their strong relationships with wholesale partners, driving growth effectively [6] - The company has shifted its approach to retail partnerships, aiming to improve relationships with major retailers like Amazon and Macy's [7] - There is an ongoing effort to innovate and refresh product offerings to drive revenue and profitability, which is essential for regaining market share [8]

Core Insights - Unisync Corp. reported a net income of $0.9 million ($0.05 per share) for Q1 2026, a significant improvement from a net loss of $0.7 million ($0.04 per share) in the same quarter of the previous year, despite facing unrealized foreign exchange losses in the prior year [1][2] Financial Performance - Revenues for the three months ended December 31, 2025, were $20.9 million, a slight decrease from $21.4 million in the prior year, primarily due to lower volumes in public sector accounts, partially offset by a slight increase in airline accounts [2] - Gross margin improved to 23.7% from 19.7% year over year, driven by a more favorable sales mix, lower offshore product costs, and reduced depreciation and amortization expenses [2][7] - Adjusted EBITDA was reported at $2.7 million, representing a 12.9% margin and a 3.9% improvement year over year [7] New Business Development - The company secured an additional $7.5 million in annualized new business during the quarter, including contracts in telecommunications, quick-service restaurants, and government sectors [3] - The management of Unisync Group Limited is actively pursuing a robust pipeline of opportunities expected to materialize in Canada and the U.S. in 2026 [4] Operational Overview - The Peerless Garments segment holds $25.3 million in firm contracts and options as of December 31, 2025, and continues to seek additional contract opportunities [4] - Interest expense decreased by $0.2 million due to overall reduced borrowings, contributing to improved profitability [7]

Core Viewpoint - Eddie Bauer LLC has filed for voluntary Chapter 11 bankruptcy protection due to tariff uncertainty and operational pressures [1] Company Overview - Eddie Bauer is a Seattle-based outdoor lifestyle brand founded in 1920, specializing in premium-quality apparel, outerwear, footwear, and accessories [2] - Retail operations will continue during liquidation sales as the company seeks a going-concern sale, while e-commerce and wholesale operations remain unaffected [2] Operational Challenges - The CEO of Catalyst Brands, Marc Rosen, highlighted that increased costs from inflation and ongoing tariff uncertainty have significantly impacted the business [3] - Despite improvements in product development and marketing, the changes were insufficient to counteract long-term challenges [3] Industry Context - Industry leaders, including Levi's and Uniqlo, have expressed concerns about the high impact of tariffs on their businesses, indicating a broader industry challenge [4]

Core Insights - Revolve Group, Inc. (NYSE:RVLV) is recognized as a strong e-commerce investment opportunity, receiving a Buy rating from KeyBanc with a price target of $35.00 [1] - The company opened a new store at The Grove in Los Angeles, aiming to attract customers through high visibility and foot traffic, showcasing a variety of products from both established and emerging brands [2] - Morgan Stanley adjusted its price target for RVLV to $27 from $26, maintaining an Equal Weight rating, indicating a belief in stable market conditions for the internet sector in the coming years [3] Company Overview - Revolve Group, Inc. operates as an online fashion retailer targeting Gen Z and millennial consumers, with its operations divided into two segments: Forward (FWRD) and Revolve [4] - The Revolve segment focuses on apparel, footwear, accessories, and beauty products, while the FWRD segment specializes in luxury brands, with all products sold exclusively online [4]