Walmart Inc. (NYSE:WMT) is one of the stocks Jim Cramer recently provided insights on. Cramer highlighted the company’s trillion-dollar market cap potential, as he said: “Third, there’s Walmart. Now, currently, this is the closest company to the trillion-dollar level. It… [has a] $833 billion market cap. I’m putting its odds at 10:1. While I love Walmart, I love to shop there, I’m only making it my third favorite in this race because the stock’s had an incredible run, and get this, it’s trading at around ...

Core Insights - Los Feliz Flea is returning to its original location on Vermont Avenue, marking a significant homecoming for the market and its community [1][4][8] - The Grand Opening is scheduled for October 4, 2025, featuring over 180 vendors offering a variety of goods, including vintage apparel, collectibles, home goods, art, and food [1][8] Event Highlights - A special event featuring adidas Originals Superstar "Los Angeles" will take place at OMGC, showcasing the blend of sneaker culture and local creativity [2][4] - The event will include live DJ sets, a custom lowrider installation, and free customization options for adidas purchases [6][7] - The first 500 customers purchasing adidas products will receive a $15 food voucher, and there will be complimentary food items available [6][7] Market Schedule - Los Feliz Flea will operate at OMGC every 1st, 3rd, and 5th Saturday, and at the Masonic Lodge every 2nd and 4th Saturday, both from 9:00 AM to 3:00 PM [9][10]

Core Insights - Xcel Brands, Inc. has appointed Olin C. Lancaster as Chief Revenue Officer, bringing over 30 years of experience in global consumer brands and a strong record in revenue growth and operational excellence [2][3] Company Overview - Xcel Brands, Inc. is a media and consumer products company focused on the design, licensing, marketing, live streaming, and social commerce sales of various branded products, including apparel, footwear, and home goods [6] - The company was founded in 2011 with a vision to innovate shopping, entertainment, and social media through social commerce [6] - Xcel owns several brands, including Halston and Judith Ripka, and has partnerships with various creators and brands [6] Leadership Background - Olin C. Lancaster has held senior leadership positions at notable companies such as Kenneth Cole, DKNY, and Ralph Lauren, where he significantly grew the North American wholesale business [3] - At Meridian Brands, he successfully led a rebranding and restructuring effort that improved profitability and operational performance [3] Strategic Vision - Lancaster emphasizes the importance of activating and monetizing brands in a challenging market, highlighting Xcel's dual role as a media and brand management company [4] - The company aims to leverage its extensive experience in live streaming and social commerce to enhance brand value and attract partners [4] Market Impact - Xcel Brands has generated over $5 billion in retail sales through live streaming and digital channels, showcasing its effective sales strategy [6] - The company's brand portfolio has a significant social media presence, reaching over 43 million followers and broadcasting to 200 million households [6]

Core Insights - Dillard's Inc. (DDS) reached a new 52-week high of $606.96 on September 17, 2025, before closing at $595.92, indicating strong investor confidence in the company's performance and sales momentum [1] - The stock has shown a year-to-date increase of 38%, outperforming the Retail – Regional Department Stores industry and the Retail-Wholesale sector, which rose 22% and 10.8% respectively [2][9] - Dillard's net sales increased by 1.6% year-over-year, with comparable store sales up 1%, driven by growth in juniors', children's apparel, and accessories, despite a decline in home and furniture categories [6][9] Financial Performance - Earnings per share (EPS) for Dillard's was $4.66, exceeding Zacks Consensus Estimates, supported by disciplined expense control, although retail gross margin decreased by 100 basis points to 38.1% due to weakness in ladies' apparel [6] - The company ended the quarter with $1.01 billion in cash and reduced long-term debt to $225.6 million, maintaining steady shareholder returns with $9.8 million in buybacks and a declared quarterly dividend of 30 cents per share for November [7][9] Market Position and Valuation - Dillard's is currently trading at a forward 12-month P/E multiple of 20.34X, which is below the industry average of 15.59X and the S&P 500's average of 23.36X, indicating a premium valuation [12] - The upward revisions in earnings estimates for fiscal 2025 and 2026, with increases of 1.3% and 2.9% respectively, suggest growing analyst confidence in the company's growth potential [10] Strategic Outlook - Dillard's is leveraging remodels, trend-focused assortments, and omni-channel investments to enhance its relevance in a competitive retail landscape, which supports the positive sentiment around its stock performance [14] - The company's financial strength and ability to deliver positive surprises indicate potential for further growth, making it an attractive option for investors seeking resilient retail exposure [15]

Core Viewpoint - Target Corporation (NYSE:TGT) is currently viewed as a top large-cap stock to buy at a 52-week low, despite mixed opinions from Wall Street following its fiscal second quarter results for 2026, where the stock has fallen over 8.8% since the earnings release [1]. Financial Performance - The company reported a quarterly revenue of $25.21 billion, which represents a year-over-year decrease of 0.95%, but exceeded consensus estimates by $306.39 million [2]. - The earnings per share (EPS) was $2.05, surpassing consensus by $0.01 [2]. - Management indicated that traffic and sales trends improved significantly compared to the first quarter of 2025, with all core merchandising categories experiencing quarter-over-quarter comparable sales growth [2]. Analyst Ratings - Analysts have differing views on Target Corporation; Simeon Gutman from Morgan Stanley maintained a Buy rating with a price target of $112 [3]. - Conversely, Seth Sigman from Barclays and Robert Ohmes from Bank of America Securities both reiterated Sell ratings, with price targets of $91 and $93, respectively [3].

Core Viewpoint - Xcel Brands, Inc. is set to report its second quarter 2025 financial results on August 14, 2025, and will hold a conference call with the investment community on the same day [1][2]. Company Overview - Xcel Brands, Inc. (NASDAQ: XELB) is a media and consumer products company involved in the design, licensing, marketing, live streaming, and social commerce sales of various branded products [3]. - The company was founded in 2011 with a vision to innovate shopping, entertainment, and social media through social commerce [3]. - Xcel owns several brands including Halston, Judith Ripka, and C. Wonder, and has collaborations with various personalities [3]. - The company has generated over $5 billion in retail sales through livestreaming and digital channels, with more than 20,000 hours of content production in live-stream and social commerce [3]. - Xcel's brand portfolio reaches over 43 million social media followers and has a broadcast reach into 200 million households [3]. - The executive team at Xcel has extensive experience in live streaming, production, merchandising, design, marketing, retailing, and licensing [3].

Core Viewpoint - Xcel Brands announced a public offering of 2,181,818 shares at $1.10 per share and a concurrent private placement of 145,147 shares at $1.36 per share, with expected gross proceeds of approximately $2.6 million [1][2]. Group 1: Offering Details - The public offering consists of 2,181,818 shares priced at $1.10 each, while the private placement involves 145,147 shares sold to insiders at $1.36, matching the closing price on July 31, 2025 [1]. - The closing of the offering is anticipated on or about August 4, 2025, pending customary closing conditions [1]. Group 2: Financial Proceeds - The combined gross proceeds from both the public offering and private placement are expected to be around $2.6 million before deducting fees and expenses [2]. - The net proceeds will be utilized for brand development, working capital, and other general corporate purposes, including settling outstanding payables [2]. Group 3: Company Overview - Xcel Brands is a media and consumer products company focused on designing, licensing, and marketing branded consumer products, including apparel and home goods [5]. - The company has generated over $5 billion in retail sales through live streaming and digital channels, with a significant social media presence reaching over 43 million followers [5]. - Xcel Brands operates with a strategy that integrates interactive television, digital live-stream shopping, and social commerce to enhance consumer engagement [5].

Company Overview - Walmart is the world's largest retailer by revenue, utilizing scale and operational efficiency to offer a wide range of products at competitive prices [4] - The company employs an omnichannel strategy that integrates physical stores with digital platforms to enhance customer reach and convenience [4] - Walmart's extensive global presence and diversified offerings solidify its strong market position in the consumer defensive sector [4] Financial Performance - As of July 8, 2025, Walmart's market capitalization is $774.9 billion, with a trailing twelve months (TTM) revenue of $685.1 billion and a net income of $18.82 billion [2] - The company's dividend yield stands at 0.96%, and it has a forward price/earnings ratio of 37.4 [2][10] - Walmart's stock price increased by 39.9% over the past year, outperforming the S&P 500 by 28 percentage points during the same period [6] E-commerce Growth - Walmart's total sales grew by 4% year over year in the first quarter, while global e-commerce sales surged by 22%, marking the first profitable quarter for its e-commerce business [8] - E-commerce is expected to be a key growth driver for Walmart, contributing to both sales and margins [8] - The company is also exploring new profit streams such as membership and digital advertising, which are anticipated to enhance its margins [8] Investment Insights - Walmart has demonstrated significant stock performance, with its shares more than doubling in value over the past three years [5] - Despite a high price-to-earnings (P/E) ratio of nearly 42, Walmart is considered a long-term winner for both growth and income investors, being recognized as a Dividend King with 52 consecutive years of dividend increases [10]

Core Viewpoint - Xcel Brands, Inc. reported a challenging first quarter of 2025 with a significant decrease in total revenue, but showed improvements in operational costs and social media engagement, positioning the company for future growth [2][3][5]. Financial Performance - Total revenue for Q1 2025 was $1.3 million, down approximately $0.9 million (-39%) from Q1 2024, primarily due to a decline in net licensing revenue following the divestiture of the Lori Goldstein brand [3]. - Direct operating costs and expenses decreased by approximately $1.7 million (-42%) to $2.3 million in Q1 2025, with an expected annual run rate of less than $10 million [4]. - The net loss attributable to Xcel Brands stockholders for Q1 2025 was approximately $2.8 million, or $(1.18) per share, compared to a net loss of $6.3 million, or $(3.09) per share, in the prior year [5][10]. - Adjusted EBITDA improved from negative $1.6 million in Q1 2024 to negative $0.7 million in Q1 2025, representing a 56% improvement [6][10]. Balance Sheet - As of March 31, 2025, the company had stockholders' equity of approximately $25.7 million, unrestricted cash and cash equivalents of approximately $0.3 million, and a working capital deficit of approximately $0.6 million [7]. - The company also reported $8.5 million in long-term debt [7]. Brand and Market Position - The social media following of Xcel's brand portfolio increased from 5 million to 45 million followers over the past five months, with a goal of reaching 100 million followers [2]. - Xcel Brands has generated over $5 billion in retail sales through livestreaming and digital channels, with a broadcast reach into 200 million households [11].