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Deckers Outdoor Vs. adidas: Who's Better Ready For Vietnam's New Tariff Era?
Seeking Alpha· 2025-07-07 16:00
Group 1 - The article discusses a new U.S.-Vietnam trade deal that significantly impacts the sneaker industry, highlighting Vietnam's position as the manufacturing leader in this sector [1] - Vietnam will incur a 20% tariff on every sneaker exported to the U.S., which could affect pricing and competitiveness in the market [1] Group 2 - The author expresses a strong interest in finance and investing, particularly in sectors such as AI, fintech, and technology, indicating a focus on long-term growth and business analysis [1] - The article emphasizes the importance of understanding business models, earnings performance, and competitive positioning when analyzing publicly traded companies [1]
‘It’s a stench of corruption’: Norm Eisen warns of an ethics crisis with Trump’s second term
MSNBC· 2025-07-06 16:58
Joining us now, Norm Eisen, former special counsel and special assistant to President Obama and executive chair of the State Democracy Defenders Fund. Norm, thank you as always for coming to the weekend. We both get a giggle out of this funky fragrance that's coming out of Are you will you be buying the Trump fragrance.But can you talk about why even though I've been laughing through this whole thing, it is not a laughing matter when it comes to the presidency and the president. When I was Barack Obama's et ...
X @Bloomberg
Bloomberg· 2025-07-01 10:06
What are snoafers? Major sneaker brands can't keep footwear's hottest trend in stock https://t.co/ZYCLEL6jWl ...
Can SFIX's Personalization Drive Continued Average Order Value Growth?
ZACKS· 2025-06-25 16:06
Key Takeaways Stitch Fix achieved its seventh straight quarter of AOV growth, rising 10% y/y in 3Q25. Expanded Fix sizes, themed Fixes and Freestyle-driven personalization are fueling stronger demand. Athleisure sales jumped 30% and sneakers rose 35%, with growth in women's denim and men's fleece categories.Stitch Fix, Inc. (SFIX) has demonstrated sustained Average Order Value (AOV) growth, reflecting strong client engagement and the success of its strategic transformation. In the third quarter of fiscal ...
Coach Powers Tapestry's Momentum: Find Out What's Driving it
ZACKS· 2025-06-17 15:51
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]
My 5 Favorite Stocks to Buy Right Now
The Motley Fool· 2025-06-15 08:12
Market Overview - The market has increased by only 3% so far this year, recovering from earlier declines, indicating a potentially favorable buying opportunity for investors [1] Realty Income - Realty Income is a major real estate investment trust (REIT) that pays monthly dividends and has a strong history of increasing payouts, having distributed dividends for 660 consecutive months [3][5] - The REIT owns 15,600 properties, with 80% leased to retailers, including essential businesses like Walmart and Lowe's, providing stability even in tough economic conditions [4] - The current dividend yield is 5.5%, and despite a year-to-date increase, the stock price has declined over the past three years due to higher interest rates, making it an attractive buy [5] MercadoLibre - MercadoLibre operates in 18 Latin American countries and has reported significant growth, with a 40% increase in gross merchandise volume year-over-year on a currency-neutral basis [6][7] - The company has seen a 25% increase in unique active buyers and a 72% increase in total payments volume year-over-year, indicating strong demand for its services [9] - Total company sales rose by 64% in the first quarter, with an operating income of $763 million at a 12.9% margin, showcasing its profitability [9][10] Dutch Bros - Dutch Bros has rapidly expanded its coffee shop chain, recently opening its 1,000th store and aiming to double its footprint in the next five years [11] - Same-store sales increased by 4.7% year-over-year, contributing to a 29% revenue growth, with net income rising by 39% in the first quarter [12] - The stock is currently trading at a high valuation of 88 times next year's expected earnings, reflecting strong growth potential [13] Carnival - Carnival is recovering from pandemic-related challenges, with a 7.4% year-over-year revenue increase to $5.8 billion in its fiscal 2025 first quarter [16] - The company is experiencing record-high demand for cruises, with bookings for fiscal 2026 at unprecedented levels and strong revenue from preboarding sales [16][17] - Carnival's stock is trading at a low price-to-sales ratio of 1.2, and as the company continues to pay down its debt, the stock is expected to rise [18] On Holding - On Holding is gaining traction in the activewear and athletic footwear market, with a 43% year-over-year sales increase in the first quarter [19][20] - The company has a gross margin of 59.9%, indicating strong profitability, and is expanding into new markets [20] - Despite current market concerns, On Holding's long-term outlook remains strong, making it a favorable investment opportunity [22]
3 Monster Stocks to Hold for the Next 20 Years
The Motley Fool· 2025-05-28 22:50
The market still doesn't know what to make of the new tariff impact, which makes a lot of sense because there's still so much uncertainty. Although the U.S. and China have agreed to a 90-day pause on the newest tariffs, which would slap significant tariffs on goods between U.S. and China, there's still an increase in tariffs on Chinese products that stands today at 30%. Tariffs have also been raised in various countries around the world.But you shouldn't be basing your investing decisions on such short-term ...
Nike will raise prices on a wide range of products as soon as this week
CNBC· 2025-05-21 20:30
Nike shoes are seen in the King of Prussia Mall, as global markets brace for a hit to trade and growth caused by U.S. President Donald Trump's decision to impose import tariffs on dozens of countries, in King of Prussia, Pennsylvania, U.S., April 3, 2025.Nike will raise prices on a wide range of footwear, apparel and equipment as soon as this week as the retail industry braces for tariffs to hit its profits, CNBC has learned.Prices for Nike apparel and equipment for adults will increase between $2 and $10, ...