About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

U.S. stocks were higher, with the Nasdaq Composite gaining more than 1% on Monday.Shares of WW International, Inc. (NASDAQ:WW) rose sharply during Monday's session after announcing a partnership with Amazon.com, Inc.'s (NASDAQ:AMZN) Amazon Pharmacy to make weight management medications easier to access for its clinic members.The collaboration offers real-time prescription availability, automatic savings, and home delivery options for patients using weight-loss treatments such as GLP-1 medications.WW Interna ...

Shares of WW International rose nearly 6% in premarket trading on Monday after the company announced a new partnership with Amazon to deliver GLP-1 weight-loss drugs and other prescription medications... ...

NEW YORK, Oct. 20, 2025 (GLOBE NEWSWIRE) -- WW International, Inc. (NASDAQ: WW) (“WeightWatchers” or the “Company”), the global leader in science-backed weight management, today announced a collaboration with Amazon Pharmacy, a full-service online pharmacy. Through this collaboration, WeightWatchers Clinic members will gain access to real-time medication availability, automatic coupon savings, and fast, reliable home delivery for weight management medications. This integration comes as demand for GLP-1s and ...

Provides a Differentiated Cost-Sharing Framework for GLP-1 Medications Paired With Clinical Oversight and Proven Behavior Change Support from WeightWatchers ClinicNEW YORK, Oct. 17, 2025 (GLOBE NEWSWIRE) -- WW International, Inc. (NASDAQ: WW) (“WeightWatchers” or the “Company”), the global leader in science-backed weight management, today announced the launch of WeightWatchers RxFlexFund™, a first-of-its-kind solution that combines direct pricing from pharmaceutical manufacturers with flexible employer subs ...

Members See 46% Improvement in Work-Related Quality of Life and 53% Improvement in Overall Quality of Life WeightWatchers Members Lost 21% of Their Body Weight, Outperforming Results by Other Telehealth Providers NEW YORK, Oct. 15, 2025 (GLOBE NEWSWIRE) -- WW International, Inc. (NASDAQ: WW) (“WeightWatchers” or the “Company”), the global leader in science-backed weight management, today published its 2025 Annual Report from WeightWatchers for Business, offering a comprehensive, data-driven view of how its ...

Kingdom Capital Advisors, a private investment firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the portfolio recovered from the significant drawdowns from November 2024 to June 2025. The composite returned 20.78% (net of fees) in the quarter, compared to 12.39% for the Russell 2000 TR, 8.12% for the S&P 500 TR, and 9.01% for the NASDAQ 100 TR. The portfolio compounded at 21.06% (net of fees) since its inception vs. 4.60% for the Russ ...

Q3 2025业绩表现 - Kingdom Capital Advisors (KCA价值组合) 在第三季度实现了20.78%的净回报率，显著超越罗素2000指数(12.39%)、标普500指数(8.12%)和纳斯达克100指数(9.01%) [2] - 截至2025年9月30日年初至今，KCA价值组合的净回报率为8.68%，自成立以来的年化净回报率为21.06%，累计回报率为135.80% [3] - 第三季度的优异表现帮助公司从2024年11月至2025年6月期间15%的显著回撤中恢复 [5] 投资组合策略 - 投资组合策略核心是在市场被忽视的领域寻求超额回报，通过深入研究建立信息优势 [6] - 截至第三季度末，投资组合大致平均分配于“特殊情境”投资和更传统的持仓 [6] - 大多数特殊情境投资预计在未来12个月内出售被低估的资产，潜在上涨空间为当前股价的25%至超过100% [7] - 传统持仓的估值约为对来年盈利预估的10倍，远低于其过去十二个月盈利的约30倍，大多数交易价格低于其账面价值，且低于对来年现金流预估的10倍 [8] 主要持仓变动与案例 - 第三季度的主要正面贡献来自United Natural Foods (UNFI) 和 Genesco (GCO)，而WW International (WW) 是最大的负面贡献者 [4] - Net Lease Office Properties (NLOP) 案例：自首次收购以来，公司已出售59处物业中的22处，偿还了所有公司层面债务，并向股东支付了相当于初始成本基础约20%的股息 [11] - 第三季度新建立Apartment Investment and Management Company (AIV) 头寸，预计随着资产出售，大部分投资现金将在几个月内返还 [12] - United Natural Foods (UNFI) 案例：尽管遭遇网络攻击，管理层仍超出销售指引，预计26财年运营产生3亿美元自由现金流，加上保险赔款和资产出售，其企业价值倍数低于6倍 [13] - 短暂持有Genesco (GCO) 后以超过50%的收益卖出；短暂持有FG Financial (FGF) 几天后以近翻倍收益卖出；在第三季度末退出了Unit Corporation (UNTC) [14][15][16] 面临挑战的持仓 - WW International (WW) 股价尚未反映其临床业务的增长，尽管市场担忧GLP-1药物环境变化，但公司与礼来和诺和诺德的合作以及修复的资产负债表提供了一些信心 [17] - Magnera Corporation (MAGN) 股价停滞，受关税影响南美业务承压，但管理层积极削减成本，债务期限至2029年，预计业务反弹迹象将出现在未来业绩中 [17] - a.k.a. Brands (AKA) 股价停滞，尽管销售增长强劲，估值过低，管理层持续超预期，董事会成员和CEO有激励推动股价上涨 [17] 其他市场与持仓情况 - 投资组合中两只持仓在专家市场交易，公开信息有限，由于流动性差和信息限制，公司维持适度的头寸规模 [18] - Harbor Diversified (HRBR) 宣布出售Air Wisconsin的意向书，股价约0.75美元，但上一季度财报显示其现金约每股2美元 [29] - Venator Materials (VNTRF) 已脱离破产，但面临二氧化钛市场持续疲软，部分设施寻求买家，季度末股价标记为6美元，交易量极低 [29]

NEW YORK, Sept. 08, 2025 (GLOBE NEWSWIRE) -- WW International, Inc. (NASDAQ: WW) (“WeightWatchers” or the “Company”), the global leader in science-backed weight management, today announced the launch of WeightWatchers for Menopause, a groundbreaking programme that sets a new standard in women’s health, designed to support women through every stage of the menopause journey, from perimenopause to post-menopause. To launch the programme, WeightWatchers is partnering with Grammy and Emmy Award-winning and Oscar ...

NEW YORK, Sept. 08, 2025 (GLOBE NEWSWIRE) -- WW International, Inc. (NASDAQ: WW) (“WeightWatchers” or the “Company”), the global leader in science-backed weight management, today announced the launch of WeightWatchers for Menopause, a groundbreaking program that sets a new standard in women’s health, designed to support women through every stage of the menopause journey, from perimenopause to post-menopause. To launch the program, WeightWatchers is partnering with Grammy and Emmy Award-winning and Oscar-no ...