Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Guess (GES) : This company, which designs, markets, distributes and licenses casual apparel and accessories for men, women and children as per the American lifestyle and European fashion sensibilities, has seen the Zacks Consensus Estimate for its current year earnings increasing 8.1% over the last 60 day.Argan (AGX) : This company, which provides inside premise wiring services to the federal government and also provides underground and ...

Those who have been priced out of the housing market because of sky-high mortgage rates have been watching the Federal Reserve's policy on interest rates like hawks this year. While the Fed doesn't directly control mortgage rates, raising or lowering the Federal Funds Rate (FFR) indirectly impacts them. The FFR is the rate at which banks lend excess reserves overnight to one another, and movements up and down cause similar movements in Treasury note yields used by banks to set loan rates, including mortga ...

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Brunello Cucinelli (BCUCY) To Contact Him Directly To Discuss Their Options If you purchased or acquired stock in Brunello Cucinelli and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Oct. 14, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar Eagel & Squire, P.C. ...

股价表现 - 年初至今公司股价飙升623%，而行业指数下跌125% [1] - 公司股价表现优于Urban Outfitters（上涨258%）和Boot Barn（上涨17%）等同行 [1] 业务概况 - 公司是一家全球性的设计和分销公司，专注于手表、珠宝、手袋等时尚配饰 [3] - 拥有FOSSIL、SKAGEN等自有品牌，并授权经营MICHAEL KORS、ARMANI EXCHANGE等品牌 [3] - 业务遍及美洲、欧洲和亚洲，采用电子商务、零售和批发等多渠道模式，手表是核心品类 [3] 战略转型与财务改善 - 2023年启动"转型与增长"计划，目标到2024年实现2.8亿美元的年化运营利润效益 [3] - 2025年推出"扭亏为盈"计划，重点包括核心产品重新聚焦、成本重组和资产负债表强化 [3] - 通过债务再融资计划改善了流动性，包括一项1.5亿美元的新循环信贷安排，增强了财务灵活性并降低了再融资风险 [4] 运营优势与增长动力 - 营销策略转向与Nick Jonas等全球偶像合作的高影响力活动，提升了消费者参与度和品牌共鸣 [5] - 通过供应链优化、自动化和精简促销活动等措施实现成本控制，带动毛利率改善和销售管理费用降低 [7] - 重新推出传统手表系列以及Neutra、Raquel等新产品线，在印度和美国等关键地区推动收入增长 [8] - 尤其是在印度和美洲地区，传统手表品类显示出强劲的反弹趋势 [6] 估值水平 - 公司估值低于行业平均水平，企业价值与销售额的比率为019倍，远低于行业平均的185倍 [10] - 公司估值也低于Urban Outfitters（095倍）和Boot Barn（268倍）等同行 [10] 总结与展望 - 公司通过强化资产负债表、精简运营和振兴核心手表业务，增强了财务灵活性并支持利润率扩张 [11] - 改善的流动性、强劲的品牌势头和严格的成本管理，使公司能够实现运营弹性和提升股东价值 [11] - 强劲的基本面加上公司股票的低估值，为投资者提供了一个有吸引力的机会 [13]

公司业绩与战略 - 公司跑步品类收入实现20%的同比增长，成为其业务复苏的关键信号 [1] - 更新的Vomero、Pegasus和Structure等跑鞋模型，搭载ZoomX和ReactX等先进技术，推动了市场势头和消费者热情 [2] - 公司实施以运动和创新为核心的“Sport Offense”战略，并首先在跑步部门全面采用该模式，通过小型、专注的运动团队快速将消费者洞察转化为上市产品 [3] - 公司正致力于将跑步品类引领的增长势头扩展到其他品类，如篮球和全球足球，以推动更广泛的复苏 [4] 竞争格局 - adidas AG是公司在全球市场最接近的竞争对手，其正通过投资Samba、Gazelle和Superstar等核心系列来重建品牌热度，并推行强调直面消费者、数字化和可持续发展的“Own the Game”战略 [6] - lululemon athletica inc 是公司在高端运动休闲领域的重要竞争者，其通过“Power of Three ×2”战略致力于实现男装和数字收入翻倍，并加速全球扩张，特别是在中国市场 [7] 财务表现与估值 - 公司年初至今股价下跌10.9%，同期行业指数下跌15.4% [8] - 公司远期市盈率为33.84倍，高于行业平均的27.49倍 [10] - 市场对公司2026财年每股收益的一致预期意味着同比下降23.6%，而对2027财年的预期则意味着同比增长50.3% [11]

图中左半部分是香奈儿的hobo和戈雅的托特包，皆是各品牌的当家产品；右边是lululemon的新品。说不上抄袭吧，但时尚敏感度高一点的达人们透露，"这 样的设计背在身上总有些许的不自在。" 纵观近两年的新品，lululemon还是显得着急了些。早年的lulu是拥有一批狂热粉丝的明星品牌，凭借出色的面料以及修身的剪裁，打造了一系列爆款单品。 如今产品肉眼可见变得多元化了，试图承包中产们从头到脚、从都市到户外的穿搭。 但「小众瑜伽品牌」变身无所不卖的「泛运动品牌」的同时，核心系列如Scuba、Softstreme等却面临消费者审美疲劳，包包配饰留下了其它奢侈畅销品的痕 迹，就连这两年入局的运动鞋品类也被粉丝批判"纯纯为爱发电"。 积压的库存、下跌的股价、失去的市场……更如同头顶高悬的达摩克利斯之剑，迫使lululemon开始自降身价，打折、进驻奥莱，加上公开场合管理层多次 谈转型，似乎预示着这个堡垒正摇摇欲坠。 出走多年、变身黑粉头子的创始人Chip Wilson直接自掏腰包在《华尔街日报》买下整版广告，发表了一封致全体董事会的公开信《lululemon：In a Nosedive》，对lululemon发起灵魂 ...

lululemon 正在经历一场身份危机。 "这种衣服在h&m、zara也能买到，甚至更便宜、更好看。如果是为了买品牌，还是老款 scuba 和 define 比较香。" 当初一条"小黑裤"火遍全球，一己之力 推动瑜伽服成为街头时尚单品，到如今押注男装、鞋履却不被消费者买账，许多 lululemon 忠实消费者表示"越来越看不懂了，像一个快时尚品牌"。 成为比肩Nike、Adidas的运动服饰三巨头后，全品类转型是 lululemon 最近几年战略部署的重中之重。但从目前的市场反馈来看，lululemon 的新品类暂时 没有出现明星产品，王牌的瑜伽业务线也遭受了越来越多外部力量的冲击。 资本市场对此早有感知。开年至今，lululemon 股价下跌超55%，创6年来新低。 几天前，创始人 Chip Wilson 亲自用一封题为《lululemon：急速俯冲》的公开信，将 lululemon 持续一整年的窘迫推向高潮。 Wilson 自费将这封措辞激烈的信件登上华尔街日报，直言 lululemon 面临设计停滞、生意至上、文化迷失等困境，警告品牌必须要破釜沉舟地进行"灵魂 复兴"。 When I founded ...

Despite Levi Strauss & Co.'s updated earnings guidance falling short of investor expectations, namely earnings growth failing to match the pace of sale expansion, CFO Harmit Singh believes that, overall, the company is strong, defined by "accelerated growth, expanding margins, and higher return on invested capital." He joined Carol Massar and Bailey Lipschultz on 'Bloomberg Businessweek Daily' to discuss denim sales and the impacts of tariffs. ...

NEW YORK, Oct. 13, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of V.F. Corporation (NYSE: VFC). Shareholders who purchased shares of VFC during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/v-f-corporation-loss-submission-form/?id=171656&from=3 CLASS PERIOD: October 30, 2023 ...

Levi Strauss & Co. TodayLEVILevi Strauss & Co.$21.56 +0.10 (+0.45%) 52-Week Range$12.17▼$24.82Dividend Yield2.60%P/E Ratio14.18Price Target$26.36Add to WatchlistLevi Strauss NYSE: LEVI is on track to hit new highs in 2026, as the enduring, globally recognized brand is in the midst of a sales recovery. Management is effecting a strategic transformation that centers on direct-to-consumer, omnichannel, and e-commerce, driving industry-leading sales growth for core brands and widening margins despite macroecon ...