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X @CoinGecko
CoinGecko· 2025-09-18 02:30
Business Model - Collector Crypt 将交易卡转化为具有内置流动性的代币化资产 [1] - Collector Crypt 通过 $CARDS 和 Gacha 驱动的商业模式,将实体卡片收集游戏化 [1]
Can Target Convert Hardlines' Momentum Into Company-Wide Success?
ZACKS· 2025-09-15 16:26
Core Insights - Target Corporation (TGT) experienced a positive turnaround in its Hardlines business during Q2 of fiscal 2025, achieving a 5% increase in comparable sales, marking the best performance in this category since 2021 [1][8] Group 1: Business Performance - The surge in sales was driven by multiple trends, including a nearly 70% increase in trading card sales, which are projected to exceed $1 billion in annual revenues [2] - The successful launch of the Nintendo Switch 2 has positioned Target as a leading retailer in the gaming sector, contributing to the overall sales performance [2] - Despite the positive results in Hardlines, the company's overall comparable sales decline was narrowed to 1.9% [2] Group 2: Strategic Initiatives - Management views the "FUN 101" strategy as a model for broader renewal across other categories such as Home and Food & Beverage, leveraging Target's $31 billion owned-brand portfolio [3] - Target is investing in AI-driven forecasting, faster supply-chain execution, and improved inventory processes to maintain product freshness and availability [4] Group 3: Financial Metrics - Year-to-date, Target's stock has decreased by 33.5%, contrasting with the industry's growth of 5.1%, and underperforming peers like Dollar General and Costco [5] - Target's forward 12-month price-to-earnings ratio stands at 11.38, significantly lower than the industry average of 30.63, indicating a discount compared to Dollar General and Costco [6] - The Zacks Consensus Estimate for TGT's fiscal 2025 earnings suggests a year-over-year decline of 15.5%, while fiscal 2026 indicates a potential growth of 8.9% [10]
X @mert | helius.dev
mert | helius.dev· 2025-09-03 11:34
RT Raydium (@RaydiumProtocol)Trading Pokémon cards on Solana?Collector Crypt is bringing real-world collectibles to Solana and unlocking liquidity on Raydium to power their token ecosystemA quick thread on how trading cards are evolving using DeFi 👇 https://t.co/RY6sc3fyyo ...
Target(TGT) - 2026 Q2 - Earnings Call Presentation
2025-08-20 12:00
Q2 2025 Performance & Outlook - Target's net sales decreased by 0.9% [1] - Comparable sales decreased by 1.9% [1] - GAAP and Adjusted EPS reached $2.05 [1] - Digital comparable sales increased by 4.3% [1] Growth Drivers - Same-day services grew by more than 25% [5] - Ship-to-guest services grew by more than 7% [5] - Trading cards are tracking to become a more-than-$1 billion business for Target in 2025 [15] - Double-digit net sales growth was achieved in Roundel and Target Plus marketplace [16] Investments & Strategy - The company is on track to invest about $4 billion in 2025 to support new stores, remodels, and enhancements in supply chain and technology [21] - The company is investing in 10,000+ new GenAI licenses [25]
EBay stock surges on earnings beat, rosy guidance
CNBC· 2025-07-30 22:16
Core Viewpoint - eBay's shares surged 10% in after-hours trading following stronger-than-expected second-quarter results and an optimistic forecast for the upcoming quarter [1] Financial Performance - Gross Merchandise Volume (GMV) increased by 6% year-over-year to $19.5 billion, surpassing analysts' expectations of $18.9 billion [2] - For the third quarter, eBay projected revenue between $2.69 billion and $2.74 billion, exceeding Wall Street's forecast of $2.66 billion [2] - Adjusted earnings per share are expected to be between $1.29 and $1.34, compared to analysts' anticipation of $1.31 per share [2] Guidance and Market Conditions - eBay's third-quarter GMV guidance is set between $19.2 billion and $19.6 billion, higher than the consensus estimate of $18.8 billion [3] - The GMV guidance considers potential disruptions from new tariffs and the elimination of de minimis exemptions [3] Executive Insights - eBay's CEO expressed confidence in the company's ability to navigate uncertainties arising from tariff policies and changes to de minimis regulations [4] - The company has proactively moved about 75% of its inventory from China to the U.S. prior to the changes in de minimis policies [5] Competitive Landscape - eBay faces significant competition from major online retailers such as Amazon, Walmart, and Etsy, as well as emerging platforms like Temu and Shein [6] - To retain customers, eBay is focusing on "enthusiast" shoppers and specific categories like collectible sneakers, trading cards, used luxury goods, and auto parts [6] Leadership and Technology - eBay appointed Peggy Alford as the new CFO, succeeding Steve Priest, and announced a leadership restructuring to enhance technology collaboration [7] - The company has integrated more artificial intelligence tools to improve product discovery on its platform, including a newly launched shopping agent [7] Performance Metrics - eBay reported adjusted earnings per share of $1.37, exceeding the expected $1.30, and revenue of $2.73 billion, surpassing the anticipated $2.64 billion [8] - As of the latest close, eBay shares have risen 25% year-to-date, while the Nasdaq has increased by approximately 9% [8]
GameStop CEO Is 'Not Scared Of The Short Sellers,' Calls It Un-American To Bet Against Business 'But It's A Free Market'
Benzinga· 2025-07-16 16:18
Core Insights - GameStop Corporation has seen significant involvement from CEO Ryan Cohen, who has increased his stake in the company to 13% and became chairman in June 2021 and CEO in September 2023 [1][3] - Cohen expressed a lack of respect for short sellers, viewing their actions as un-American, but remains focused on running the business rather than on short selling activities [3][4] - The company has shifted its focus from hardware to collectibles, which has contributed to profitability, with GameStop generating profits every quarter [5] Stake and Leadership - Ryan Cohen disclosed a 9% stake in GameStop in August 2020, later increasing it to 13% [1] - Cohen became chairman in June 2021 and was appointed CEO in September 2023 [1] Short Selling Dynamics - Approximately 18.9% of GameStop's float is currently shorted, although the number of short sellers has declined [3] - Cohen believes that short sellers may ultimately need to cover their positions, which could be beneficial for the company [3] Business Strategy and Profitability - GameStop has fewer stores now but is more profitable, with a focus on collectibles like trading cards [5] - Cohen indicated that the retail business is now profitable, leading to a strategic shift away from hardware [5] Financial Considerations - Cohen mentioned that there are tax implications regarding dividends, suggesting it may be better to reinvest in the company for future opportunities [6] - GameStop's stock was up 0.6% to $23.36, with a year-to-date decline of 23.8% in 2025, but has increased over 2,250% in the last five years [6]
摩根士丹利:中国市场-市场需系紧安全带,同时坚守主线赛道
摩根· 2025-06-23 02:30
Investment Rating - The report maintains a positive view on the long-term structural story of the Chinese equity market, suggesting potential for fund inflows over the next 6-12 months [17][21]. Core Insights - Market volatility is expected to rise in the near term due to several upcoming global trade and tariff events, which could impact market risk appetite [3][9]. - The upcoming 2Q results season may reignite concerns over earnings, although the expectation is for results to be in line with previous quarters [10][11]. - Investor sentiment may be dampened by the expiration of lockup periods for high-momentum stocks, prompting preemptive reductions in exposure [12]. - The likelihood of major stimulus measures being introduced at the July Politburo meeting is low, with expectations shifting towards September or October for potential policy adjustments [14][15]. Summary by Sections Market Conditions - The report highlights critical dates in July and August that could lead to increased market volatility, including the expiration of tariff pauses and ongoing trade negotiations [3][4][9]. - The report notes that while the Chinese market has shown signs of recovery, uncertainties surrounding trade negotiations and earnings results could lead to temporary profit-taking [11][22]. Earnings Outlook - The report anticipates that the 2Q earnings results will align with expectations, following a trend of normalization in earnings delivery since late 2024 [10][11]. - Concerns over earnings may be exacerbated by the timing of results coinciding with tariff negotiations, potentially leading to skepticism in the second half of 2025 [11]. Investment Strategy - The report suggests a balanced investment approach, advocating for exposure to high-quality tech and Internet companies while maintaining some dividend yield plays [21][22]. - The removal of Pop Mart from the focus list and the addition of PICC P&C is recommended due to its attractive yield and resilience during market volatility [13]. Long-term Outlook - Structural improvements in the Chinese equity market remain intact, with MSCI China trading at a fair valuation compared to other major indices [17][19]. - The report emphasizes the potential for global capital to gradually return to China's market as investors seek diversification amid a slower macro outlook [17][21].