Monro (NasdaqGS:MNRO) FY Conference November 04, 2025 05:00 PM ET Speaker2All right. So last but certainly not least, happy to introduce Monro. So they're an auto repair and service provider. They serve the do-it-for-me segment, which is about 50% of their business. Exciting story as they go through their turnaround plan. Led by President CEO Peter Fitzsimmons and Executive VP and CFO Brian D'Ambrosia. Pleasure to have you guys here, and we'll get it started.Speaker0Everybody hear me okay?Speaker2So maybe t ...

By Anuja Bharat Mistry (Reuters) -Capri Holdings reported an unexpected quarterly loss on Tuesday and warned that tariffs could impact current quarter margins, amid rising economic uncertainty affecting consumer sentiment and business operations in the retail industry. The company - which imports the majority of products sold in the U.S. from countries including Vietnam and China - said it still expects the unmitigated tariff impact to be about $85 million in fiscal 2026. The U.S. imposes a 20% tariff o ...

We recently published 10 Stocks Moving on Buzzing News as Analyst Issues Strong Warning About AI Valuations. Starbucks Corporation (NASDAQ:SBUX) is one of the stocks moving on buzzing news. Theotrade‬’s Don Kaufman said in a recent program on Schwab Network that he is bullish on Starbucks. Here is why: “I’m bullish on this one, which is rare for me. I was bearish for a significant time on Starbucks Corp (NASDAQ:SBUX), but I finally feel like the expenditures are pretty much done. I think his (Brian Nicco ...

Puma SE (OTCPK:PMMAF) plans to cut 900 additional jobs and refocus on running, football, and training as the German sportswear maker works to recover from its recent slump. The company said it expects both industry-wide and company-specific challenges to weigh ...

Even as the company reports its first same store sales growth in nearly two years, signs of progress in its turnaround efforts. I am so glad that we are being joined on CBC by Starbucks chair and CEO Brian Nickel. Hey Brian, great to have you.I maybe you'll put some sense in us about suddenly why a stock is down of when I think that you believe the turnaround is at hand. >> Yeah, good morning guys. Uh yeah, look Jim, I think we had a great quarter and it was actually a a critical moment in our turnaround pr ...

业绩总结 - Q2'26收入为28亿美元，同比增长2%或按恒定货币计算下降1%，超出指导范围（-4%至-2%）[22] - Q2'26调整后的营业收入为3.3亿美元，超出指导范围（2.6亿至2.9亿美元），同比增长5%或按恒定货币计算增长1%[22] - Q2'26每股收益（EPS）为0.48美元，调整后EPS为0.52美元，同比下降[23] - Q3'26收入指导为同比下降3%至1%[50] - FY'26自由现金流预计将同比增长，调整后的营业收入和经营现金流也将同比增长[50] 用户数据 - The North Face和Timberland品牌分别增长6%和7%，均按恒定货币计算增长4%[24] - Vans品牌收入同比下降9%，按恒定货币计算下降11%[42] - 2025年第三季度，The North Face®品牌收入为1,157.1百万美元，同比增长6%[54] - 2025年第三季度，Vans®品牌收入为606.9百万美元，同比下降9%[54] - 2025年第三季度，Timberland®品牌收入为506.4百万美元，同比增长7%[54] 财务状况 - 净债务减少15亿美元，同比下降21%，不包括租赁负债时减少27%[33] - 截至2025年9月，VF公司的总资产为10,644.1百万美元，较2024年9月的12,219.6百万美元下降[59] - 截至2025年9月，VF公司的总负债为9,166.3百万美元，较2024年9月的10,813.3百万美元下降[59] - 截至2025年9月，VF公司的现金及现金等价物为419.1百万美元，较2024年9月的492.2百万美元下降[59] - 2025年净收入为73,357千美元，相较于2024年的净亏损206,708千美元[61] 未来展望 - Dickies品牌的待售交易金额为6亿美元，预计将在Q3'26完成，交易将对VF的增长率产生积极影响[16][27] - 2025年第三季度，VF公司的总收入为2,802.7百万美元，同比增长2%[54] - 2025年现金及现金等价物期末余额为435,504千美元，较2024年的514,630千美元下降15%[61] - 2025年融资活动提供的现金为401,839千美元，较2024年的125,974千美元增长219%[61] 其他信息 - 2025年公司因重组计划产生的费用为46,265千美元，主要用于员工相关福利和咨询服务[77] - 2025年总段利润为381,056千美元，较2024年的370,167千美元增长3%[63] - 截至2025年9月，VF运营的门店总数为1,105家，较2024年的1,160家减少[93]

股价表现与股息吸引力 - UPS股价在过去一年下跌近三分之一，较2022年初峰值下跌超过60% [1] - 股价下跌推动其股息收益率升至7.5%，远高于标普500指数的1.2%和联邦快递的2.4% [1] 股价下跌的驱动因素 - 全球贸易政策变化导致关税上升，增加了国际运输成本并影响货运量 [3] - 公司正缩减与最大客户亚马逊的关系，亚马逊在2024年贡献了11%的收入和约四分之一的货运量 [3] - UPS计划到明年下半年将亚马逊相关货运量减少50%以上 [3] 财务业绩恶化 - 第二季度收入下降近3%至212亿美元，调整后每股收益下降13%至1.55美元 [4] - 上半年运营现金流为27亿美元，自由现金流为7.42亿美元，均显著低于去年同期的53亿美元和近34亿美元 [4] 股息可持续性风险 - 上半年股息支付额为27亿美元，比同期自由现金流高出20亿美元 [5] - 公司通过增加债务来弥补资金缺口，长期债务和融资租赁从去年底的195亿美元增至238亿美元 [5] - 尽管公司拥有超过60亿美元现金储备和强劲的A2/A债券评级，但长期依靠债务支付股息不可持续 [5] 业务转型计划 - 公司启动双管齐下战略，重新配置业务以适应未来亚马逊业务量，同时发展医疗物流等高利润业务 [6] - 计划在今年年底前实现35亿美元的年化成本节约，已通过关闭设施、裁员等措施推进 [6][7] - 预计成本节约效果将在今年下半年显现，为2026年实现更强的盈利和现金流奠定基础 [7]

Source: TradingView.com Key Takeaways Intel shares hit their highest level in 18 months Friday morning after the chipmaker swung to a profit that sailed past Wall Street expectations, signaling its closely watched turnaround plan is gaining traction. Intel shares have consolidated in a rectangle formation throughout most of October, setting the stage for a continuation of the stock’s recent uptrend. The measured move technique projects a near-term bullish target of $49. Investors should also watch im ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: U.K.-based B&M European Value Retail on Monday said its CFO is stepping down as the company revealed it did not correctly recognize about £7 million ($9.39 million) of overseas freight costs in its cost of goods sold, resulting in a “material” impact on its fiscal year 2026 outlook.  Mike Schmidt, the discount retailer’s finance chief since 2022, told the boar ...

公司股价表现 - 公司股价较2020年峰值下跌95%，但较4月低点约4.63美元上涨约66% [1] - 投资者对公司的扭亏为盈计划反应积极，并获得高盛的买入评级 [1] 业务复苏战略 - 公司正通过更新设备、增设新的商业部门以及在2025年假期前提高订阅价格来重燃销售增长 [3] - 摩根士丹利认为提价可能为公司带来额外的1.8亿美元息税折旧摊销前利润 [3] - 公司推出新自行车和人工智能集成软件，旨在通过个性化锻炼方案吸引新客户并推动销售增长 [3] 财务状况改善 - 公司产生显著自由现金流3.24亿美元，为多年来首次 [4] - 公司净债务削减43%，显示财务状况出现好转迹象 [4] - 公司最近季度每股收益为0.05美元，超出预期0.12美元，营收6.069亿美元同比下降5.7%，但超出预期2699万美元 [5] - 毛利率同比增长5% [5] 运营指标挑战 - 会员数量同比下降6%，付费互联订阅数量同样下降6% [5] - 尽管公司努力扩大客户基础，但会员流失是当前面临的主要挑战 [5][6] 未来业绩展望 - 公司预计在季节性疲弱的第一季度后实现营收增长 [7] - 公司预期在利润、毛利率和自由现金流方面将进一步改善 [7] - 若能减缓会员流失并通过新服务稳定运营，公司有望实现显著好转 [7]