分组1 - Zacks Premium offers various tools for investors to enhance their stock market confidence and knowledge, including daily updates, research reports, and stock screens [1] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market within a 30-day timeframe, rated from A to F based on value, growth, and momentum characteristics [2][6] 分组2 - The Value Score identifies attractive and discounted stocks using financial ratios such as P/E and Price/Sales, appealing to value investors [3] - The Growth Score focuses on a company's future prospects by analyzing projected and historical earnings, sales, and cash flow, catering to growth investors [4] - The Momentum Score assists investors in capitalizing on price trends by evaluating recent price changes and earnings estimate revisions [5] 分组3 - The VGM Score combines all three Style Scores, providing a comprehensive indicator for investors who utilize multiple investment strategies [6] - The Zacks Rank, a proprietary stock-rating model, relies on earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.81% since 1988, significantly outperforming the S&P 500 [7][8] 分组4 - To maximize returns, investors should target stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, while also considering stocks with a 3 rank if they possess high Style Scores [9] - The direction of earnings estimate revisions is crucial when selecting stocks, as a stock with a low rank but high Style Scores may still face downward price pressure [10] 分组5 - Wolverine World Wide, Inc. specializes in designing, manufacturing, and distributing a variety of footwear and apparel, recognized for brands like Merrell and Hush Puppies [11] - Currently, Wolverine World Wide holds a 3 (Hold) Zacks Rank with a VGM Score of A, and a Momentum Style Score of A, having seen a 9.1% increase in shares over the past four weeks [12] - With positive earnings estimate revisions and a strong earnings surprise average of +31.8%, Wolverine World Wide is positioned as a noteworthy investment opportunity [12][13]

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GM. Pivoting back to watches since crypto ended on 10/10.Fun fact: this watch is nicknamed the “Eric Clapton” because Eric Clapton was photographed wearing this exact Universal Genève Tri Compax reference in the 1960s, long before watch nicknames or celebrity marketing were a thing.The name stuck organically among collectors decades later. No endorsement. No campaign. Just a real musician wearing a serious watch. ...

Key Takeaways LULU drives 7% y/y growthin 3Q25, led by 33% international gains and China up 46% in constant currency.Guess's focus on margins, inventory discipline and international reach aids profits despite macro pressures.LULU trades at 15.97X forward P/E vs. GES at 9.7X, highlighting valuation differences amid global expansion.In the global apparel landscape, lululemon athletica inc. (LULU) and Guess? Inc. (GES) occupy sharply different yet increasingly competitive positions. LULU commands a premium sha ...

We had hundreds, thousands of people contacting us saying, "How can I get one of your watches? >> Could you accommodate this demand?" >> No, because we don't want to grow. >> That's right. Buser has no interest in ramping up from his current output of roughly 400 watches a year.>> See the level of wow >> detailing. You're looking as if you're looking at a little city. >> And of course, all of this is not only beautiful, it has to function.The loop lays bare just how painstaking this work can be. I mean, thi ...

What do your watches sell for. >> I mean, in in term of auction, one of the highest was 7 million. >> How do you process that.>> Well, I'm I'm I'm very happy. I I don't get the money because it's not mine anymore. You know what I mean.But I mean it's a it's it's a recognition. ...

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Company Overview - The RealReal operates an online marketplace for consigned luxury goods, connecting sellers and buyers of premium products through a digital platform [6][9] - The company generates revenue by facilitating the resale of authenticated luxury items, serving fashion-conscious consumers and collectors in the United States [9] Financial Performance - For the third quarter, The RealReal reported a 20% year-over-year increase in Gross Merchandise Value (GMV) and a 17% increase in revenue [10] - The adjusted EBITDA margin improved by 380 basis points to 5.4%, indicating a meaningful shift in profitability compared to recent years [10] - The company's total revenue for the trailing twelve months (TTM) is $662.8 million, with a net income of -$71.5 million [4] Market Position - The RealReal's market capitalization is approximately $1.6 billion, with shares priced at $13.98, reflecting a 128% increase over the past year, significantly outperforming the S&P 500, which is up 13% in the same period [3][4] - As of September 30, Manatuck Hill Partners held nearly 1.3 million shares of The RealReal, representing about 4.5% of its 13F reportable assets under management (AUM) [2][3] Growth Indicators - The company is showing signs of durable operating momentum, with accelerating growth and expanding margins, leading to raised full-year guidance [7] - Rising average order values and a growing active-buyer base indicate improving engagement within the platform [10] Investment Insights - Despite shares trading roughly 50% below pandemic-era highs, the recent performance suggests that The RealReal is executing better and demonstrating improved profitability and cash generation [7][12] - Sustained margin expansion and disciplined cost control will be crucial for the stock to achieve a more durable re-rating in the market [12]

Financial Data and Key Metrics Changes - Macy's Inc reported net sales of $4.7 billion, a decrease of 0.6% year-over-year, primarily due to the closure of 64 non-Go-Forward stores, which contributed approximately $160 million to sales in the previous year [23][24] - Comparable sales increased by 3.2%, marking the strongest growth in 13 quarters, with Go-Forward comparable sales up 3.4% [22][23] - Adjusted EPS was $0.09, significantly above the guidance range of a loss of $0.15-$0.20 and higher than last year's $0.04 [7][27] - Core adjusted EBITDA was $273 million, or 5.6% of total revenue, exceeding guidance of 3.3%-3.7% [27][35] Business Line Data and Key Metrics Changes - Macy's nameplate achieved 2% comparable sales growth, while Go-Forward Macy's saw a 2.3% increase, and Reimagined 125 stores rose by 2.7% [8][23] - Bloomingdale's reported a 9% increase in comparable sales, its best performance in 13 quarters, with net sales rising by 8.6% [15][24] - Bluemercury experienced a 1.1% increase in comparable sales, driven by dermatological skincare and expanded brand partnerships [19][24] Market Data and Key Metrics Changes - The retail landscape is evolving, with consumers becoming more discerning in their spending habits, seeking curated product assortments and seamless omnichannel experiences [8][20] - Macy's Thanksgiving Day Parade attracted over 34 million viewers, setting a new record and highlighting the company's strong brand presence [12][13] Company Strategy and Development Direction - The company is focused on its "Bold New Chapter" strategy, which includes strengthening the Macy's nameplate, differentiating luxury offerings, and modernizing operations [5][8] - Macy's aims to enhance customer experience through improved product curation and operational efficiency, with a strong emphasis on omnichannel retailing [8][11] - The company is committed to closing underperforming stores while investing in growth areas to drive sustainable profitability [27][35] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the resilience of its middle to upper-income customer base and the effectiveness of its inventory and marketing strategies [20][66] - The company anticipates a strong holiday season, supported by a compelling mix of categories and brands, despite a cautious outlook on consumer behavior [30][31] - Management acknowledged the ongoing impact of tariffs but emphasized proactive mitigation efforts to minimize their effects on margins [49][50] Other Important Information - The company opened a new distribution center in China Grove, North Carolina, which incorporates automation and AI to enhance delivery efficiency [19][29] - Macy's returned $350 million to shareholders through dividends and share repurchases, with approximately $1.2 billion remaining on its buyback authorization [28][29] Q&A Session Summary Question: Can you speak to traction with reimagined store initiatives and November comp trends? - Management noted positive growth in reimagined stores, with consistent traffic and improved average unit retail (AUR) [40][41] Question: What are the key drivers for sustaining momentum into 2026? - Key drivers include product assortment, omnichannel balance, and shedding underperforming stores, with a focus on mitigating tariff impacts [44][46] Question: How confident is the company in the consumer outlook compared to 90 days ago? - Management expressed increased confidence in strategy execution and inventory quality, despite a cautious approach to guidance [66][67] Question: Can you elaborate on pricing increases and consumer response? - Pricing on new products has had little impact on consumer spending, with strong demand across various price points [82][84] Question: How is the credit business trending? - The credit business has seen a significant increase in applications and revenue, indicating strong customer engagement [85][86] Question: What is the status of the store closure program? - The company closed 64 stores last year and remains committed to optimizing its store fleet, with updates expected in the fourth quarter [91][92]