On February 13, 2026, Impala Asset Management LLC disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it bought 162,119 additional shares of The Buckle (NYSE:BKE), an estimated $9.04 million trade based on quarterly average pricing. What happened According to a SEC filing dated February 13, 2026, Impala Asset Management LLC increased its position in The Buckle by 162,119 shares during the prior quarter. The estimated transaction value was $9.04 million, calculated using the average c ...

NAPERVILLE, Ill., Feb. 13, 2026 (GLOBE NEWSWIRE) -- Track Group, Inc. (OTCQB: TRCK), a global leader in offender tracking and monitoring services, today announced financial results for its fiscal quarter ended December 31, 2025 (“Q1 FY26”). In Q1 FY26, the Company posted (i) total revenue of $9.1 Million (“M”), an increase of approximately 5.2% over total revenue of $8.7M for the quarter ended December 31, 2024 (“Q1 FY25”); (ii) Q1 FY26 operating income of $0.8M compared to Q1 FY25 operating income of $0.1M ...

Fink described 2025 as a year with “significant volume deleverage” in the industry and said the company has launched a “comprehensive profitability reset.” He said Fortune Brands reduced headquarters headcount by about 10% in 2025 and delivered $60 million in continuous improvement savings. Looking ahead, Fink said the company has identified 2026 footprint and cost initiatives expected to reach an estimated annualized run-rate operating income benefit of $35 million by year-end, though that savings is not i ...

Group 1 - The company, Steven Madden, Ltd., plans to release its fourth quarter and fiscal year end 2025 earnings results on February 25, 2026 [1] - A conference call will be hosted by management at 8:30 a.m. Eastern Time to review the earnings results [1] - The live webcast of the management call can be accessed through the company's investor relations website [2] Group 2 - Participants can register for the conference call to receive the dial-in number and a unique PIN [3] - An online archive of the broadcast will be available on the company's investor relations website [3] Group 3 - Steven Madden designs, sources, and markets fashion-forward footwear, accessories, and apparel under various brands [4] - The company has a diverse distribution network that includes department stores, mass merchants, and online retailers [4] - Steven Madden also operates brick-and-mortar retail stores and e-commerce websites, and licenses certain brands to third parties [4]

What happened According to a Securities and Exchange Commission (SEC) filing dated Feb. 10, 2026, Reinhart Partners, LLC. increased its position in Yeti by 373,641 shares during the fourth quarter of 2025. The estimated value of the additional shares acquired was $14.37 million, based on the average quarterly closing price. At quarter-end, the total Yeti position was valued at $134.08 million, up approximately $45.76 million from the prior period, reflecting both trading and price movement effects. What ...

Core Viewpoint - Peloton's stock has significantly declined by 25% following the release of its latest quarterly operating results, reflecting ongoing struggles in demand and revenue generation [1][6]. Financial Performance - In the first half of fiscal year 2026, Peloton reported total revenue of $1.2 billion, a decrease of 4% compared to the same period the previous year, with equipment sales at $396 million and subscription revenue at $811 million [5]. - The company has lowered its full-year revenue forecast for fiscal 2026 to $2.42 billion, indicating a 3% decline from the previous year, following a peak of $4 billion in fiscal 2021 [6]. - Equipment revenue has plummeted by 73% over the last five years, from $1.47 billion in the first half of fiscal 2021 [8]. Subscriber Trends - Peloton's connected fitness members decreased by 7% year over year to 2.66 million, while paid app subscribers fell by 11% to 522,000 [9]. Cost Management - The company has successfully reduced operating expenses by 10% year over year to $588 million in the first half of fiscal 2026, and by 56% compared to the first half of fiscal 2022 [11]. - Despite a net loss of $24.8 million on a GAAP basis, Peloton achieved positive EBITDA of $199.7 million for the six-month period by excluding non-cash expenses [12]. Strategic Initiatives - Peloton is attempting to revive sales through partnerships with third-party retailers and offering payment plans for equipment, but these efforts have not yet resulted in revenue growth [14]. - The company has approximately $1.2 billion in cash but also carries $945 million in long-term debt, limiting its ability to take aggressive actions [15]. Investment Outlook - Despite the significant drop in stock price, there are concerns about Peloton's ability to achieve sustainable sales growth, leading to skepticism about the stock being a viable investment opportunity at this time [16].

Company Overview - Nilörn Group is a global company founded in the 1970s, specializing in adding value to brands through branding and design, particularly in labels, packaging, and accessories for the fashion and clothing industry [1] - The company provides complete, creative, and tailor-made concepts in branding, design, product development, and logistical solutions [1] - Nilörn Group operates through its own companies in multiple countries including Sweden, Denmark, the UK, Germany, Belgium, Portugal, Hong Kong, India, Turkey, China, Bangladesh, Italy, Switzerland, Vietnam, USA, Pakistan, Sri Lanka, and the Netherlands [1] Upcoming Presentation - A presentation will be held via Teams on December 2nd at 08:30 am CET, where the CEO will present the report [2] - Participation in the presentation requires registration through a provided link [2]

Core Viewpoint - Best Buy Co., Inc. (BBY) has shown mixed performance in the market, with recent positive quarterly results but a significant decline over the past year compared to broader indices [2][6]. Company Overview - Best Buy is valued at a market cap of $14.8 billion and offers a variety of products including computers, smartphones, televisions, home appliances, and accessories, along with services like installation, repair, and technical support [1]. Market Performance - Over the past 52 weeks, BBY shares have declined by 21%, while the S&P 500 Index has gained 15.6% [2]. - Year-to-date, BBY's stock has seen a marginal increase, contrasting with the S&P 500's rise of 1.7% [2]. Recent Financial Results - On November 25, BBY shares rose by 5.3% following better-than-expected Q3 results, with comparable sales growing by 2.7% and total revenue increasing by 2.4% year-over-year to $9.7 billion, surpassing consensus estimates [6]. - Adjusted EPS for the quarter advanced by 11.1% to $1.40, exceeding analyst expectations of $1.31 [6]. - BBY raised its fiscal 2026 outlook, projecting adjusted EPS guidance between $6.25 and $6.35 [6]. Analyst Expectations - For the current fiscal year ending in January, analysts expect BBY's EPS to decline slightly to $6.31 [7]. - BBY has a promising earnings surprise history, having topped consensus estimates in each of the last four quarters [7]. - Among 24 analysts covering BBY, the consensus rating is a "Moderate Buy," with seven "Strong Buy," 16 "Hold," and one "Moderate Sell" rating [7]. Analyst Ratings Update - The configuration of analyst ratings has become less bullish compared to a month ago, with eight analysts suggesting a "Strong Buy" rating [8]. - Evercore Inc. maintained an "In Line" rating on BBY but lowered its price target to $70, indicating a potential upside of 4.4% from current levels [8].

Core Viewpoint - Under Armour's stock has shown significant volatility and investor interest following its third-quarter earnings report, despite ongoing revenue challenges in certain segments [2][3][5] Financial Performance - Under Armour's stock surged by 20% after exceeding third-quarter earnings expectations and raising its fiscal year 2026 adjusted earnings per share (EPS) guidance [2][5] - The current stock price is $7.82, reflecting an increase of approximately 3.37% or $0.26, with fluctuations between a low of $7.44 and a high of $7.88 [4] Market Position - Telsey Advisory updated Under Armour's rating to "Market Perform," suggesting a hold position for investors [1][5] - The company's market capitalization stands at approximately $3.34 billion, with a trading volume of 5,984,251 shares on the NYSE [4] Challenges and Outlook - Management acknowledges ongoing revenue declines in North America and the footwear segment but remains optimistic about achieving stabilization and growth as it approaches fiscal 2027 [3][5] - Positive investor sentiment is attributed to strong brand momentum and enhanced wholesale engagement [3]

Core Thesis - The investment case for Ermenegildo Zegna N.V. (ZGN) is based on its accelerating traction in the high-end market, with a focus on improving brand momentum and retail growth [7][8]. Financial Performance - ZGN's group revenues for the year reached €1.92 billion, with Q4 sales of €591 million aligning with expectations [4]. - Organic growth for the Zegna brand accelerated to 7.4% in Q4, up from 5.6% in Q3 and 2.6% in the first half, driven by retail and direct-to-consumer sales, which grew over 10% in the quarter [4]. - Group-wide organic growth was limited to 4.6% due to a slowdown in retail growth for Tom Ford Fashion and a significant decline in wholesale sales, which were down double digits in Q4 [5]. Market Dynamics - The company is repositioning towards the high-end market, where demand remains resilient, particularly in the US and Middle East, while Europe is contributing more consistently [5]. - Greater China remains a weakness with sales down approximately 5%, although trends have improved sequentially [5]. Future Outlook - Management anticipates continued shrinkage in wholesale, especially for Thom Browne and Tom Ford, while retail execution will remain a focus [6]. - Foreign exchange headwinds are expected to limit margin expansion, even if volumes increase [6]. Brand Positioning - The company is delivering better top-line quality quarter after quarter, with profitability expected to improve as brand repositioning and retail growth gain traction [7]. - Previous analyses highlighted ZGN's vertically integrated model, iconic brands, strong margins, and attractive free cash flow yield as key drivers of long-term growth, with the stock price appreciating by approximately 28% since November 2024 [8].