RT Stitch by Google (@stitchbygoogle)Stitch release alert ✨• Experimental Mode limit increased to 100 generations/month• Faster workflow with suggested responses in the chat thread• Latest 2.5 Pro model in Experimental mode• Translation support for 30+ countries• Enhanced generation consistency and quality• UI polish across the entire product ...

Core Insights - Wolverine World Wide, Inc. (WWW) started fiscal 2025 with strong momentum, achieving a record gross margin and notable operational efficiency improvements [1][7] - The company reported a 7.3% year-over-year increase in adjusted gross profit, reaching $194.8 million in the first quarter [1] Financial Performance - The adjusted gross margin for the first quarter was 47.3%, an increase of 80 basis points from the previous year, driven by a favorable sales mix, reduced promotional activities, and supply-chain cost-saving initiatives [2][9] - Operating income improved due to stronger top-line results and strict expense control, with the adjusted operating margin rising by 100 basis points to 6% [4] Brand Performance - Significant margin gains were observed in key brands, particularly Saucony and Merrell, which benefited from higher average selling prices and a healthier full-price sales mix [3] - Sweaty Betty, despite a planned revenue decline, achieved a 1,000-basis-point improvement in gross margin by shifting focus from promotions to premium pricing [3] Future Projections - Wolverine anticipates an adjusted operating margin of 7.2% in the second quarter, reflecting a 90-basis-point improvement year-over-year [5] - The company is taking proactive measures to mitigate cost pressures, including diversifying its sourcing footprint and implementing selective price increases [6] Stock Performance - Over the past three months, WWW stock has increased by 75.9%, outperforming the Zacks Shoes and Retail Apparel industry's growth of 31.4% [8] - The stock is currently trading above its 50 and 200-day simple moving averages, indicating a continued uptrend [11] Valuation Metrics - Wolverine trades at a forward price-to-sales ratio of 0.84X, which is below the industry average of 2.01X [12] - The Zacks Consensus Estimate for Wolverine's current financial-year sales and earnings per share indicates year-over-year growth of 3.6% and 15.4%, respectively [15]

当主流 #AI工具 还在卷文案、拼画质时，一批"小而美"的AI应用已经悄悄玩起了新花样，它们把名画变成音乐、草稿秒变UI、声音复刻成播客...... 今天，小智就为大家揭秘6款潜力选手，说不定下一个刷屏朋友圈的爆款，就在其中！ National Gallery Mixtape 让名画「唱」出情绪 你敢信吗？梵高笔下燃烧的《向日葵》，能被AI翻译成一段带着忧伤的大提琴曲；莫奈的《睡莲》，会流淌出轻盈的钢琴旋律。 National Gallery Mixtape就做到了这神奇的跨界融合。 基于谷歌多模态模型Gemini解析画作，MusicFX DJ实时作曲 ，连画中光影都能转成音符。 上传世界名画，如梵高《向日葵》， AI通过分析色彩、主题与情感，生成契合的画作配乐。 支持调整音量/顺序/叠加效果，下方同步显示的"轻盈""钢琴"等音乐特 征标签，也让你更懂其中的门道。 Stitch 一句话「变」出UI稿 Google labs推出的 #Stitch ，前身是UI设计工具Galileo AI。 以往，从脑海中的产品概念到画出初步草图，可能需要专业设计技能和大量时间。但有了Stitch，一切变得简单快速。 Portr ...

Core Insights - Urban Outfitters Inc. (URBN) reported record first-quarter sales of $1.33 billion for fiscal 2026, reflecting a year-over-year increase of 10.7% with all five brands achieving positive comparable sales [1][9] - The company's operating profit surged by 71.8% to $128.2 million, moving closer to its long-term goal of a 10% operating margin [1] Sales Performance - Free People led the sales growth with an 11% increase, driven by retail and wholesale gains, including a 3.1% rise in retail comparable sales and a 25.6% increase in wholesale revenue [2] - Nuuly, the apparel rental subscription service, added over 110,000 subscribers year-over-year, surpassing 380,000 subscribers, resulting in a 59.5% revenue increase for the brand [4] - Anthropologie achieved its 10th consecutive quarter of double-digit operating profit growth, supported by a 6.9% retail comparable sales increase [6] Brand Developments - The Urban Outfitters brand recorded a 2.1% global retail comparable sales increase, with a notable 14% gain in Europe, which offset a 4% decline in North America [7] - The company opened 43 new locations under Free People and FP Movement over the past year, with expectations of mid-single-digit retail comparable gains in the upcoming fiscal quarter [3] Financial Outlook - URBN projects high-single-digit sales growth for the fiscal second quarter, with an anticipated gross margin improvement of 50-100 basis points for the year [8] - The Zacks Consensus Estimate for URBN's earnings has been revised upward, indicating year-over-year growth of 22.2% for the current fiscal year and 9.9% for the next fiscal year [16] Stock Performance - URBN shares have rallied 40% in the past three months, outperforming the Zacks Retail-Apparel and Shoes industry's growth of 18.9% [10] - The stock is currently trading 6.8% below its 52-week high, with technical indicators suggesting a continued uptrend [11] Valuation Metrics - URBN is considered a compelling value play, trading at a forward 12-month price-to-sales ratio of 1.02, below the industry average of 1.77 [12]

Group 1: Walt Disney (DIS) - Disney has been a leading name in family entertainment for a century, but its stock has struggled due to a slow transition to streaming [4] - The company is now on better footing, with profitable and growing streaming services, expecting double-digit operating income growth in the entertainment segment and 18% growth in sports for the current fiscal year [5][6] - Adjusted earnings per share increased by 32% year over year to $3.22, and operating income in entertainment rose 79% to $2.96 billion [6] - Disney's direct-to-consumer segment turned a $91 million loss into a $629 million profit, and the company is preparing to launch its ESPN streaming app [7] - The theme park business remains strong, with plans to add a new park in Dubai, indicating potential for stock price growth [8] Group 2: e.l.f. Beauty (ELF) - e.l.f. Beauty is becoming the preferred mass cosmetics brand in the U.S., reporting growth despite a challenging macroeconomic environment [10] - The company appeals to younger consumers through eco-conscious branding, diversity campaigns, and low prices, gaining market share while competitors decline [11][13] - e.l.f. holds the No. 1 spot in color cosmetics unit share, with a 23% increase in fiscal 2025, and a 24% year-over-year increase in dollar share [13] - The company is investing in skincare and expanding its retail presence, including the acquisition of the Rhode brand [14] - Despite a 37% decline in stock over the past year, it is now seen as a buying opportunity at 28 times forward one-year earnings [15] Group 3: Dutch Bros (BROS) - Dutch Bros is an emerging player in the drive-thru coffee market, with 1,012 locations across 18 states and plans to reach 2,029 shops by 2029 [16] - The company reported a 29% year-over-year revenue growth last quarter, with same-shop sales growth of 4.7% in Q1 [17] - Dutch Bros offers a diverse menu beyond coffee, including lemonades and energy drinks, and is testing food options to enhance sales [18] - The company is profitable, with net income rising to $22.5 million last quarter, indicating effective growth strategy execution [19] - The stock has increased over 50% in the past year, trading at a price-to-sales multiple of 5.5, suggesting a promising investment opportunity as it expands [20]

Core Viewpoint - Disney is currently producing an animated film titled "Lilo & Stitch 2" [1] Group 1 - The film "Lilo & Stitch 2" is a sequel to the original animated movie [1]

Core Viewpoint - Disney is producing an animated film titled "Lilo & Stitch 2" [1] Group 1 - The film "Lilo & Stitch 2" is a sequel to the original animated movie [1]

In this articleDISA still from Disney and Pixar's animated film "Elio."DisneyDisney's Pixar animation studio had its worst opening ever over the weekend — and its problems aren't unique."Elio," the story of a young boy who is mistakenly identified as Earth's ambassador to the universe, tallied just $21 million in ticket sales during its first three days in theaters, a record low for the studio.The underwhelming performance fits a recent pattern among Pixar's releases. While franchise films have lured in mov ...

最近感觉大家对一些主流的模型更新都有点疲了。 我自己也是，我越来越想看到一些，更好玩、更有用、更丰富的AI的应用，而不只是各种参数的增强，以及普通人感知不到的高高在上的东西。 所以，今天想给大家分享一个我觉得挺好玩的东西，是Google自己的一个官方大合集，名叫： Google labs。 老粉丝可能还记得，我之前分享过两个AI工具，Notebooklm和Whisk，这辆其实都是从Google labs里干出来的。 Notebooklm做出了当时看来极具开创性的AI播客，直接开启了一整条全新的赛道，Whisk则是当时简化了生图的交互方式，让角色和场景一致性保持的 非常好，虽然最后被GPT4o锤爆了，但是我现在依然觉得，它是一个在当时，非常好玩的应用。 Google labs的整体调性其实一直是： 用更有趣的方式帮你学习，或者用更简便的交互提升生产力和创造力，或者用具体的小需求让AI和你的日常生活紧密结合。 现在，Google Labs里面已经有三十多个已经开放或即将开放的AI产品，在创新方面，交出了很不错的答卷。 今天也给大家分享一下，其中我自己觉得很有趣的五个产品。 它们有些还不够完美，规模也不够大，但也许 ...

Core Insights - The latest Pixar film "Elio" has underperformed at the box office, grossing $21 million domestically during its opening weekend, marking the worst opening for a Pixar film in modern history [1][2] - The film's total worldwide gross for the opening weekend was $35 million, including $14 million from international markets [2] - "Elio" is the only Pixar film scheduled for release in 2025, which may negatively impact Disney's comparable sales against the successful 2024 film "Inside Out 2," which grossed $1.69 billion worldwide [2] Box Office Performance - "Elio" ranked third at the box office, behind "28 Years Later" and "How to Train Your Dragon," which grossed $37 million in its second weekend, contributing to a total of $160.4 million domestically [1][3] - Five of the top ten grossing films in 2025 are kid-friendly, with "A Minecraft Movie" leading at $423.9 million and Disney's live-action "Lilo & Stitch" at $386.7 million [4][5] Future Outlook - Despite the disappointing opening of "Elio," Disney has a strong lineup of upcoming films, including "The Fantastic Four: First Steps," "Tron: Ares," "Zootopia 2," and "Avatar: Fire and Ash," which could bolster box office performance in the second half of 2025 [8][9] - Disney has already surpassed $1 billion at the domestic box office year-to-date in 2025 and aims to reach the $2 billion milestone for the second time since 2019 [7][8] Stock Performance - Disney's stock was trading down 1.07% at $116.37, with a year-to-date increase of 5.7% and a 14.8% rise over the last year [10]