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1stdibs.com Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-27 15:24
Etergino said that over the last four years the company reduced annual operating expenses by 18%, or nearly $18 million, excluding one-time gains from the sale of Design Manager, and lowered headcount by more than 30% from its peak. Over that period, he said gross margins increased from 69% in 2022 to 73% in 2025, and Adjusted EBITDA margins improved by approximately 1,900 basis points.Chief Financial Officer Thomas Etergino said fourth-quarter Adjusted EBITDA was $1.3 million, representing a 6% margin and ...
RealReal Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-27 09:30
Is This Why Mike Burry Took a Stake in The RealReal Stock?Gopal said operating expenses were $139 million and leveraged 600 basis points year-over-year as a percentage of revenue, attributing the improvement to greater use of AI and automation, higher sales team productivity, and leverage on fixed costs.The company also posted stronger profitability in the period. Fourth quarter gross profit increased 19% to $145 million, and gross margin improved 40 basis points to 74.8%. Adjusted EBITDA was $22 million, r ...
Fossil Group, Inc. Announces Date for Fourth Quarter and Full Year 2025 Earnings Release and Conference Call
Globenewswire· 2026-02-25 21:15
Group 1 - Fossil Group, Inc. will report its fourth quarter and full year 2025 financial results on March 11, 2026, after market close [1] - A conference call to discuss the financial results will take place at 5:00 p.m. ET on the same day, accessible via the company's investor relations website [1] - The call will be archived for replay, allowing investors to access the information at a later time [1] Group 2 - Fossil Group, Inc. specializes in lifestyle accessories, including watches, jewelry, handbags, small leather goods, belts, and sunglasses [2] - The company operates a diverse portfolio of both owned and licensed brands, such as Fossil, Michele, Relic, Skagen, Zodiac, Armani Exchange, Diesel, Emporio Armani, Michael Kors, Skechers, and Tory Burch [2] - Fossil Group is committed to design and innovation, supported by an extensive distribution network across various geographies, categories, and channels [2]
FOSSIL GROUP, INC. APPOINTS SHANNON FREEZE AS CHIEF PEOPLE AND COMMUNICATIONS OFFICER
Prnewswire· 2026-02-09 14:00
Core Insights - Fossil Group, Inc. has appointed Shannon Freeze as Chief People and Communications Officer, effective February 23, 2026, reporting to CEO Franco Fogliato [1][2] - Freeze will oversee global communications, engagement, diversity, human resources, talent management, and total rewards [1] Group 1: Leadership Appointment - Shannon Freeze brings extensive international experience and a diverse industry background to Fossil Group [2] - Her previous role was at Texas Instruments, where she held various HR leadership positions for 13 years [3] - Freeze aims to enhance the company's talent strategy and leadership effectiveness while supporting its long-term strategic plan [4] Group 2: Company Overview - Fossil Group, Inc. specializes in lifestyle accessories, including watches, jewelry, handbags, and more [5] - The company operates under a diverse portfolio of owned and licensed brands, including Fossil, Michele, and Michael Kors [5] - Fossil Group is committed to design and innovation across its brand offerings and has a broad distribution network [5]
Why Wolverine World Wide (WWW) is a Top Momentum Stock for the Long-Term
ZACKS· 2025-12-24 15:51
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]
X @The Wall Street Journal
The Wall Street Journal· 2025-12-20 08:45
The world of watches can feel like a secret society, with its own lore and lexicon.To help you avoid unintentionally committing a faux pas, we’ve compiled seven guidelines that cater to all types of watch-wearers. ⌚️: https://t.co/ZM4gcjiHES https://t.co/TqKJsOv2eY ...
X @Xeer
Xeer· 2025-12-19 01:09
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. ...
lululemon vs. Guess: Which Apparel Big-Wig has a Competitive Edge?
ZACKS· 2025-12-18 18:11
Core Insights - lululemon athletica inc. (LULU) and Guess? Inc. (GES) are positioned differently in the global apparel market, with LULU focusing on premium athleisure and GES as a heritage lifestyle brand [2][3] Group 1: lululemon (LULU) - LULU has achieved a 7% revenue growth in Q3 of fiscal 2025, with international revenues increasing by 33% and China Mainland revenues up by 46% in constant currency [5][6] - The company's "Power of Three x2" plan aims to double men's, digital, and international revenues by 2026, emphasizing product innovation and category expansion [6] - Despite its premium positioning, LULU faces challenges from rising trade and tariff pressures, which have impacted gross margins [7][8] - LULU's stock trades at a forward P/E of 15.97X, which is below its 3-year median of 37.04X but above GES's 9.7X [21][22] Group 2: Guess (GES) - GES has a strong international presence, particularly in Europe and Asia, and focuses on categories like denim and handbags [9][10] - In Q3 of fiscal 2026, GES reported improved gross margins due to lower promotions and better inventory discipline, despite macro pressures [13] - GES's stock has shown a total return of 47.4% over the past six months, outperforming LULU's decline of 9% [19] - The company is prioritizing margin expansion and cash generation, with ongoing investments in digital platforms and omni-channel capabilities [12][13] Group 3: Comparative Analysis - The Zacks Consensus Estimate for GES suggests an 8% year-over-year sales growth for fiscal 2026, while LULU's estimate indicates a 4.5% growth [14][16] - Recent estimate revisions for GES reflect growing investor confidence, while LULU's estimates show a decline in EPS [14][18][26] - Overall, GES is viewed as a more compelling investment choice due to its attractive valuation, steady international growth, and disciplined cost management [25][26]
“We don't want to grow,” says watchmaker #shorts
60 Minutes· 2025-12-15 01:28
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 ...
Mechanical watches worth millions #shorts
60 Minutes· 2025-12-15 01:26
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. ...