RT Michael Saylor (@saylor)Strategy is offering $STRC (“Stretch”), a new Perpetual Preferred Stock via IPO, to select investors. To view the press release, prospectus, and investor presentation, along with additional information about $MSTR, $STRK, $STRF, and $STRD, click here: https://t.co/hohIXoDc8z ...

Strategy's latest financial engineering tactic 💡A $500M IPO for Perpetual Stretch Preferred Stock ($STRC) which will pay monthly dividendsThe funds raised will (presumably) be used for more BTC purchases...Marco ₿attistoni (@Battistoshi93):.@BusinessWire with the news. $MSTR will propose to the market another Perpetual Stretch Preferred Stock $STRC w/$500M IPO (5M shares at 100$ each) presumably (lol) to buy more $BTC.Do we have any official confirmation on that?Link 1st comment: https://t.co/KfFOGMoK2H ...

Strategy debuts fourth preferred stock offering called 'Stretch' as bitcoin holdings top 600,000 BTC https://t.co/E93aQeXn3C ...

Core Insights - Crocs Inc.'s sub-brand HEYDUDE is undergoing a strategic reset to regain momentum in the North American market after experiencing slowing growth in 2024 [2] - The brand has made progress in refining its product strategy, including the reintroduction of the Wally Stretch Sox program, which has improved consumer appeal and wholesale confidence [3] - Marketing efforts, including influencer campaigns and viral TikTok promotions, have successfully attracted younger and female consumers, enhancing the brand's trendy image [4] Product Strategy - HEYDUDE has simplified and modernized its core offerings, leading to an 8% year-over-year growth in direct-to-consumer revenues in Q1 2025 [3] - The rebranding and product refresh have contributed to rebuilding confidence among wholesale partners [3] Marketing Strategy - Influencer campaigns featuring Sydney Sweeney and viral TikTok drops have reignited interest in HEYDUDE, particularly among younger shoppers [4] - The brand's marketing reflects a shift towards lifestyle-driven storytelling, making it more relatable and appealing [4] Future Outlook - HEYDUDE's success will depend on maintaining momentum while balancing innovation with its core identity and profitability [5] - If successful, HEYDUDE could reclaim market share in North America and complement the flagship Crocs brand [5] Financial Performance - Crocs shares have appreciated 9.9% over the past three months, outperforming the Textile - Apparel industry's gain of 7.1% [6] - The stock is currently trading at a forward 12-month price-to-earnings (P/E) multiple of 7.59X, which is below the industry's average of 11.19X, indicating potential value for investors [11]

机器人技术的快速进步正在攻克物流仓储行业最后一个自动化难题——卡车装卸工作。这项被视为仓储 物流"圣杯"的技术突破，有望彻底改变零售商和快递公司长期依赖人工的高强度作业模式。 DHL、UPS和FedEx等物流巨头已开始大规模部署装卸机器人。DHL在三个州的供应链设施中部署了7 台Boston Dynamics的Stretch机器人，并在5月签署协议再采购1000台。其中一台名为"Johnny 5"的机器 人每小时可卸载约580个包裹，效率几乎是人工的两倍。 DHL在5月与Boston Dynamics签署协议，将再采购1000台机器人。联合包裹服务公司（UPS）也在加大 其设施的自动化程度，包括卡车装卸环节。UPS高管在4月份表示，此举将有助于公司削减成本。联邦 快递（FedEx）自2023年以来一直与机器人公司Dexterity合作，在其一个设施中测试和改进卡车装载流 程。沃尔玛也引进了能够卸载卡车的机器人。 在装货时，包裹需要巧妙地码放以充分利用空间，并且必须根据重量进行分类——最重的物品放在底 部，以防倾倒或损坏。卸货同样充满挑战，操作员需要频繁进出货车，搬运各种尺寸和重量的包裹。如 今，大多数仓库内部 ...

Financial Data and Key Metrics Changes - Revenue increased by 2% above guidance, with non-GAAP EPS also exceeding expectations [5][32] - Total direct-to-consumer revenue decreased by approximately 3%, while e-commerce grew by 3% [5][36] - Wholesale revenue grew in the mid-single digits, benefiting from earlier shipments and the relaunch of Calvin Klein women's sportswear and jeans [5][6] Business Line Data and Key Metrics Changes - Calvin Klein's underwear and jeans categories saw a 25% increase in sales due to innovative product launches [8] - Fashion denim for Calvin Klein grew by 14% in Q1, indicating strong performance in innovative offerings [9] - Tommy Hilfiger also experienced growth through new seasonal collections and strategic marketing campaigns [10][11] Market Data and Key Metrics Changes - EMEA revenue increased mid-single digits, with direct-to-consumer growth turning positive [12][34] - Americas revenue rose by 7%, driven by high teens growth in wholesale [34] - Asia Pacific revenues declined low teens due to weaker consumer confidence and earlier Lunar New Year timing [16][35] Company Strategy and Development Direction - The company is focused on executing the PVH Plus plan to strengthen brand performance and consumer engagement [5][7] - Strategic initiatives include product innovation, enhanced marketing campaigns, and a focus on core strengths in Calvin Klein and Tommy Hilfiger [10][29] - The company is navigating a challenging macro environment while aiming to improve operational efficiencies and reduce costs [21][49] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a tough macro environment but emphasized control over internal actions to drive performance [7][21] - The company is facing increased promotional levels and tariff impacts, particularly in the U.S. market [21][41] - Despite challenges, management remains optimistic about long-term growth and brand strength, particularly in key markets [22][46] Other Important Information - The company returned over $550 million to shareholders through share repurchases [32] - Inventory levels increased by 19% compared to the previous year, primarily due to strategic investments in core product categories [39] - A non-cash goodwill impairment charge of $480 million was recorded, reflecting increased discount rates [39] Q&A Session Summary Question: What gives confidence that Calvin and Tommy still have good momentum with consumers? - Management highlighted strong product innovation and marketing efforts that have driven significant growth in key categories despite macro challenges [56][57] Question: Can you elaborate on the cost-out efforts and their impact? - Management discussed ongoing operational improvements and cost-saving initiatives aimed at enhancing efficiency and profitability [65][70] Question: How are tariffs impacting the business and what mitigation strategies are in place? - Management outlined the expected $65 million impact from tariffs and discussed leveraging global sourcing relationships to mitigate costs [78][81]

Financial Data and Key Metrics Changes - Revenue for Q1 2025 increased by 2% above guidance, with non-GAAP EPS also exceeding expectations [6][35] - Total direct-to-consumer revenue declined approximately 3%, while e-commerce revenue grew by 3% [6][39] - Gross margin decreased to 58.6%, down 280 basis points compared to the previous year [40][41] - EBIT for the quarter was $160 million, with an operating margin of 8.1% [41] Business Line Data and Key Metrics Changes - Calvin Klein's underwear and jeans categories saw a 25% increase in sales due to innovative product launches [9][60] - Tommy Hilfiger experienced a 3% revenue increase, driven by growth in EMEA and Americas [39] - Wholesale revenue increased by mid-single digits, benefiting from earlier shipments and the relaunch of Calvin Klein women's sportswear [6][15] Market Data and Key Metrics Changes - EMEA revenue grew by 4% in constant currency, with mid-single digit growth in wholesale [37] - Americas revenue increased by 7%, driven by high teens growth in wholesale [37] - Asia Pacific revenues declined by low teens on a reported basis, attributed to weaker consumer confidence [17][38] Company Strategy and Development Direction - The company is focused on executing the PVH Plus plan to strengthen brand performance and consumer engagement [6][33] - Plans to enhance product innovation and marketing efforts, particularly in Calvin Klein's underwear and denim categories [28][29] - The company is taking back licenses for Calvin Klein sportswear and jeans to improve brand control and execution [20] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a challenging macro environment, with weakened consumer sentiment and increased promotional levels [22][47] - The company remains committed to long-term growth in China despite current challenges [23] - Full-year revenue guidance is reaffirmed as flat to slightly up, but EPS guidance has been adjusted down due to macro pressures [27][49] Other Important Information - The company returned over $550 million to shareholders through share repurchases [36] - Inventory levels increased by 19% compared to the previous year, primarily due to strategic investments in core product categories [42] Q&A Session Summary Question: What gives confidence that both brands still have good momentum with consumers? - Management highlighted strong product innovation and marketing efforts that have driven significant growth in key categories despite macro challenges [58][60] Question: Can you provide details on the cost-out efforts and their timing? - Management discussed ongoing operational improvements and cost-saving initiatives that are expected to deliver significant benefits in the second half of the year [66][75] Question: How are tariffs impacting the business and what mitigation strategies are in place? - The company identified a $65 million unmitigated impact from tariffs and is working on optimizing sourcing and production costs to mitigate this effect [78][81]

物流机器人观点及兰剑智能重点推荐 20250525 物流机器人市场近期的关注度为何显著提升？ 上周末，全球物流供应商 DHL 集团与波士顿动力签署了战略合作备忘录，计划 部署超过 1,000 个机器人，并将在全球范围内进行部署。波士顿动力旗下的 Stretch 机器人是一种自动卸车机器人，通过视觉检测集装箱外观并使用手臂 吸盘抓取货物进行辅助卸货。这一合作引发了市场对物流自动化设备和物流机 器人的高度关注。此外，国内一些公司也在探索人形机器人方向，如波士顿动 力等公司正在开发自动化物流机器人的设备。因此，上周智能物流设备和系统 相关公司实现了较好的市场表现。 高盛关于人形机器人的研报主要内容是什么？ 高盛发布了一篇关于人形机器人的研报，调研交流了国内 11 家人形机器人企 业。报告强调机器人必须通过通用智能与实际应用相结合才能实现规模化。联 兰剑智能去年新签订单 15.37 亿元，同比增长 40%，在手订单接近 13 亿元，同比增长 20%，订单落地周期短，预计今年业绩有望实现双位数 增长。 兰剑智能具备强大的产品研发和市场开拓能力，不断推出新产品并加入 视觉和算法技术，下游行业广泛，不依赖单个行业，整体订单 ...

Phase one of 135,000-square-foot destination now open with nine pickleball and six tennis courts; full experience opening set for summer 2026EAGLE, Idaho, May 22, 2025 /PRNewswire/ -- Life Time (NYSE: LTH), the nation's premier healthy lifestyle brand, opened phase one of its highly anticipated Life Time Eagle athletic country club on May 21. This initial opening centers around racquet sports, featuring nine indoor pickleball courts, six indoor tennis courts, a viewing area with lounge seating and a pro sho ...

Core Viewpoint - LG Display showcases its leadership in OLED technology at SID Display Week 2025, unveiling a comprehensive OLED lineup aimed at future markets [1][2]. Group 1: OLED Technology Advancements - The exhibition features three zones: Large OLED, Automotive Display, and Sustainable Innovation, highlighting the evolution of OLED technology [3]. - LG Display's fourth-generation OLED panels utilize a proprietary Primary RGB Tandem structure, achieving a maximum luminance of 4,000 nits, the highest in the industry [4]. - The fourth-generation OLED TV panel enhances energy efficiency by approximately 20% compared to the previous generation, based on a 65-inch panel [6]. - A comparison of third-generation and fourth-generation 27-inch Gaming OLEDs demonstrates significant improvements in brightness and color gamut [7]. - The 45-inch 5K2K Gaming OLED offers the highest resolution of 5120×2160, featuring around 11 million pixels for superior picture quality [8]. - LG Display introduces Dynamic Frequency & Resolution (DFR) technology, allowing optimization for various game genres on a single monitor [9]. - The company presents blue phosphorescent OLED technology for IT devices, achieving about 15% lower power consumption than existing OLED panels [10][11]. Group 2: Automotive Display Innovations - The Automotive Display Zone features a Stretchable display and a concept car equipped with a full lineup of automotive display technologies [12]. - The concept car includes an ultra-large Pillar-to-Pillar (P2P) display and an 18-inch Slidable OLED for Rear Seat Entertainment [14]. - The 57-inch automotive P2P display is the largest single panel in the world, designed for advanced infotainment systems [15]. Group 3: Sustainable Innovations - Under the theme "Sustainable Innovation," LG Display showcases next-generation displays with low power consumption and eco-friendly components [16]. - The 16-inch Neo:LED panel for laptops achieves high color reproduction while being energy efficient, suitable for professionals [17]. - A 14-inch laptop panel incorporates 41% eco-friendly materials, with a goal to increase this to 50% by 2030 [18]. Group 4: Research and Development - LG Display presents 16 early-stage research papers on next-generation display technologies, including advancements in fourth-generation OLED [19].