Lululemon Athletica Inc. (NASDAQ:LULU) is one of the best luxury stocks to buy now. Telsey Advisory reaffirmed a Hold rating on Lululemon Athletica Inc. (NASDAQ:LULU) on January 26, setting a price target of $215. Here’s Why Lululemon Athletica (LULU) Stock Surged 28% from Fund Purchase Price In another development, BTIG maintained a Buy rating on the stock on January 22, setting a price target of $303.00 and telling investors that it believes the management is responsive to customer feedback and willing ...

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 - YETI Holdings, Inc. is set to report its fourth quarter and fiscal year 2025 financial results on February 19, 2026, before market opening, followed by a conference call to discuss the results [1]. Group 1: Financial Reporting - YETI will announce its financial results for Q4 and fiscal year 2025 on February 19, 2026 [1]. - A conference call will be held at 8:00 a.m. ET on the same day to discuss the financial results [1]. Group 2: Participation Details - Investors and analysts can join the call by dialing 800-717-1738 (international callers: 646-307-1865) about 10 minutes before the call starts [2]. - A live webcast of the conference call will be available on YETI's investor relations website [2]. Group 3: Replay Information - A recorded replay of the call will be accessible shortly after the call and will remain available until March 5, 2026 [3]. - The telephone replay can be accessed by dialing 844-512-2921 (international callers: 412-317-6671) with the access code 1110189 [3]. - A replay of the webcast will be available within two hours after the call and will remain on the website for 90 days [3]. Group 4: Company Overview - YETI Holdings, Inc. is headquartered in Austin, Texas, and specializes in designing, retailing, and distributing innovative outdoor products [4]. - The company offers a range of products including coolers, drinkware, bags, and apparel, catering to various outdoor activities [4]. - YETI has established a strong brand loyalty among outdoor enthusiasts and consumers who value high-quality products [4].

Core Insights - VF Corp, the parent company of Vans, reported third-quarter revenue that exceeded analysts' expectations, driven by strong demand for footwear, bags, and lifestyle apparel despite ongoing economic uncertainties [1] Financial Performance - The company experienced robust sales in its footwear segment, contributing significantly to the overall revenue growth [1] - Revenue figures for the third quarter were reported to be above market estimates, indicating a positive trend in consumer spending within the lifestyle apparel sector [1] Market Demand - Continued strength in demand for Vans products, including footwear and bags, highlights the brand's resilience in a challenging economic environment [1] - The lifestyle apparel market remains strong, suggesting a favorable outlook for companies operating in this space [1]

Core Insights - Gordon Brothers has acquired the global LK Bennett brand and related intellectual property assets from the Joint Administrators of LK Bennett Fashion Limited [1] - LK Bennett, founded in the '90s, is recognized for its British heritage, luxury fashion, and craftsmanship [2] - Gordon Brothers aims to revitalize LK Bennett by implementing an asset-light model and expanding its market presence through innovative marketing and strategic partnerships [3][4] Company Overview - Gordon Brothers has a history of investing in iconic brands since 2003, including Laura Ashley and Nicole Miller, focusing on brand expansion through licensing and e-commerce [4] - The firm provides integrated solutions in asset advisory, lending, and trading, with expertise across various sectors including retail and real estate [5] - Gordon Brothers operates globally with over 30 offices across North America, Europe, the Middle East, Africa, and Asia Pacific [5]

Core Insights - Clarks has launched its first U.S. Cloudsteppers store in Corpus Christi, Texas, following international openings in Malaysia [1][2] - The new retail concept focuses on comfort lifestyle, with 50% of merchandise being non-footwear items [2][3] - Clarks plans to open three additional Cloudsteppers stores in the U.S. by the first quarter of 2026 [5] Group 1: Store Launch and Concept - The first U.S. Cloudsteppers store is located in La Palmera Mall, Corpus Christi, Texas, covering 1,255 square feet [1] - The store aims to provide a unique retail experience, emphasizing the comfort lifestyle associated with Cloudsteppers rather than traditional footwear [2][3] - The location is strategically chosen due to Corpus Christi's climate, which is favorable for the product range [4] Group 2: Merchandise and Sales Strategy - The store's merchandise mix includes 50% non-footwear items such as T-shirts, hoodies, caps, bags, and water bottles [2] - Clarks has observed a positive response to non-footwear sales in its Malaysian locations, indicating a successful strategy [3] - The focus on comfort lifestyle products aligns with the company's heritage in footwear while allowing for growth in new categories [2][3]

Core Insights - KARL LAGERFELD and AARK Developers have partnered to develop the KARL LAGERFELD Residences, a luxury beachfront project in Ras Al Khaimah, valued at over USD 1.4 billion, with completion expected in 2028 [1][3][5] Project Overview - The project will feature 663 sea view residences ranging from one to four bedrooms, including private pools for select units, 20 podium villas, 10 sky villas/penthouses, and 11 beachfront villas, each with its own private pool [3] - Amenities will include two signature cafés and restaurants, a beach club, a sky bar with an infinity pool, and a 1000ft private beach, emphasizing architectural excellence and resort-style living [3] Market Context - Al Marjan Island is positioned as a luxury hub for tourism, hospitality, and entertainment, further enhanced by the upcoming Wynn Al Marjan Island integrated resort, set to open in 2027 [4] - This project represents KARL LAGERFELD's second branded initiative in the Middle East, with a launch event planned in Dubai for Q1 of 2026 [5] Company Background - KARL LAGERFELD is expanding its presence in hospitality and branded living, with existing projects including hotels in Macau and Marbella, and residences in Dubai and Lisbon [6] - AARK Developers is recognized for its design-led approach and has delivered projects worth over AED 5 billion, focusing on quality and long-term value [10]

Core Insights - Michael Burry, known for his contrarian investment strategies, has recently closed his hedge fund, Scion Asset Management, allowing him to share investment advice freely [2] - Burry identifies opportunities in the current market, particularly in companies that have been oversold due to year-end practices like window dressing and tax-loss harvesting [3] - Lululemon Athletica (LULU) is highlighted as a potential investment despite its stock being down over 50% this year, with Burry suggesting it is at least a hold for the next three to five years [3] Company Overview - Lululemon Athletica is a Vancouver-based company specializing in athletic apparel primarily for women and girls, offering a range of products including fitness pants, shorts, tops, and jackets [4] - The company has a current market capitalization of $21.6 billion [4] Stock Performance - Lululemon's stock has decreased by 52% year-to-date, underperforming the S&P 500 Index, which is up 17%, and the consumer discretionary sector, which is up 5% [5] - The stock is trading at a trailing price-earnings ratio of 12.4x, significantly lower than its five-year mean of 46.8x, indicating that it is exceptionally cheap at present [6]

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Core Insights - Sealed Air Corporation (SEE) is set to report its third-quarter 2025 results on November 4, with net sales expected to be $1.31 billion, reflecting a 2.4% decline year-over-year [1] - The consensus estimate for earnings per share (EPS) is 68 cents, indicating a year-over-year decline of 13.9% [1] - The company has a history of earnings surprises, beating estimates in the last four quarters with an average surprise of 19% [3][4] Financial Performance Expectations - The Protective segment is projected to experience a volume decline of 2.8% year-over-year for Q3 2025, continuing a trend of lower volumes for 14 consecutive quarters [7] - The Food segment is expected to see a 3% decline in volumes year-over-year, although demand for certain products is strong [8] - Estimated net sales for the Food segment are $879 million, down 2.1% from the previous year, with a slight pricing increase of 0.3% [9] - The Protective segment's estimated net sales are $433 million, reflecting a 3.3% year-over-year decline, with adjusted EBITDA expected to fall by 7.6% [10] - Overall, Sealed Air's volumes are anticipated to decrease by 2.9%, with a pricing decrease of 0.4% for the quarter [10] Strategic Initiatives - Cost savings from the Reinvent SEE Strategy are expected to enhance productivity and mitigate supply chain challenges, positively impacting operating margins [11] Stock Performance - Over the past year, SEE shares have declined by 4.9%, contrasting with a 34.5% decline in the industry [12]