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Group 1 - The wedding of Jeff Bezos and Lauren Sanchez in Venice is described as the most expensive wedding in history, costing approximately €48 million (around 400 million RMB) [5][16][41] - The couple's high-profile relationship has attracted global attention, especially since they began dating shortly after Bezos's divorce [5][11][59] - The wedding featured extravagant details, including a lavish breakfast budget of €1,000 (approximately 8,400 RMB) per guest and the booking of multiple luxury hotels [17][19] Group 2 - Sanchez's wedding attire included custom designs from renowned fashion houses such as Dolce & Gabbana and Versace, showcasing her unique style [24][25][30] - The wedding was attended by 200 high-profile guests, including notable figures like Bill Gates and members of the Kardashian family, emphasizing its status as a social event [44][53][57] - The event was characterized as a "public relations spectacle," with reports indicating that Bezos and Sanchez had secretly married prior to the public ceremony [63][65] Group 3 - A prenuptial agreement was signed, detailing asset distribution and potential future disputes, highlighting the practical considerations in their marriage [66][70] - The agreement reportedly includes strict terms regarding inheritance and spousal support, reflecting the complexities of wealth in high-profile relationships [70][76] - The marriage is viewed as a blend of romantic and pragmatic elements, with both partners benefiting from the union in different ways [78][96]

Core Insights - Capri Holdings Limited (CPRI) reported disappointing fourth-quarter fiscal 2025 results, with both revenue and earnings declining year over year, although total revenues exceeded the Zacks Consensus Estimate while earnings fell short [1][2] Financial Performance - The company posted an adjusted quarterly loss of $4.90 per share, significantly wider than the Zacks Consensus Estimate of a loss of 16 cents, and down from adjusted earnings of 42 cents in the prior year [4] - Total revenues were $1,035 million, a decrease of 15.4% year over year on a reported basis and 14.1% on a constant-currency basis, surpassing the Zacks Consensus Estimate of $983 million [5] - Gross profit fell 17.7% year over year to $631 million, with gross margin contracting 170 basis points to 61% [5] Segment Performance - Versace revenues decreased 21.2% year over year to $208 million, with gross profit dropping to $136 million and gross margin contracting 60 basis points to 65.4% [6] - Jimmy Choo's revenues were $133 million, down 2.9% on a reported basis, with gross profit decreasing to $88 million and gross margin contracting 390 basis points to 66.2% [7] - Michael Kors revenues were $694 million, a decrease of 15.6% on a reported basis, with gross profit falling to $407 million and gross margin contracting 220 basis points to 58.6% [8] Strategic Developments - Capri Holdings is in the early stages of a strategic turnaround, with positive indicators emerging from new initiatives despite ongoing macroeconomic challenges [2] - The announced sale of the Versace brand to Prada Group for $1.375 billion aims to sharpen focus, strengthen the balance sheet, reduce debt, and potentially reinstate share repurchases [3][11] Financial Health - As of the end of the quarter, Capri Holdings had cash and cash equivalents of $166 million, long-term debt of $1.48 billion, and total shareholders' equity of $372 million [9] - Operating cash flow for fiscal 2025 was $281 million, while free cash flow totaled $153 million [9] Future Outlook - For the first quarter of fiscal 2026, total revenues are expected to be in the range of $765 to $780 million, indicating a decline from $1,067 million in the year-ago quarter [13] - For fiscal 2026, total revenues are projected to be between $3.3 billion and $3.4 billion, down from $4.4 billion in 2025, with an anticipated operating income of around $100 million [15] - Diluted earnings per share for fiscal 2026 are forecasted to be between $1.20 and $1.40, compared to a loss of $10 per share in 2024 [16]

Wall Street analysts forecast that Capri Holdings (CPRI) will report quarterly loss of $0.16 per share in its upcoming release, pointing to a year-over-year decline of 138.1%. It is anticipated that revenues will amount to $982.81 million, exhibiting a decline of 19.6% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior ...

整理 ｜ 贺哲 馨 #Big News# 第三季度雅诗兰黛中国实现增长，新任CEO积极拓展新渠道 新任CEO上任之后，雅诗兰黛中国的业绩有复苏迹象。 美东时间5月1日，雅诗兰黛公布第三季报，显示净销售额同比下降10%至35.5亿美元，在有机基础上同比下降 9%，表现略好于预期，毛利率增长3.1%，主要得益于集团"利润恢复与增长计划"（Profit Recovery and Growth Plan，简称PRGP）带来的正面影响。 在集团发给36氪的通告中特别提到，该季度雅诗兰黛集团中国大陆业务实现中个位数增长，主要由 La Mer（海 蓝之谜）、Estée Lauder（雅诗兰黛）和 Tom Ford驱动。 至此，中国大陆业务在过去四个季度中有三个季度 都实现了份额的增长。 不过，由于"战略性减少对代购渠道的依赖"等因素，雅诗兰黛全球护肤业务和旅游零售都出现了双位数下滑， 其中护肤业务净销售额下降了11%。彩妆品类也表现不佳，原因是M·A·C（魅可）由于新产品发布的发货时间 及发货量较去年同期不利，抵消了2025财年新品的积极影响。 香水部门出现了1%的下滑，但仍是集团表现最好的。 特别是最近几年发展迅速的奢侈 ...