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US stocks down as government shutdown starts, why a shutdown makes it harder for the Fed
Youtube· 2025-10-01 23:09
Good morning everyone. I'm Alec Canal and you're taking a live look at the opening bells on Wall Street this Wednesday morning. Neptune flood ringing the bell at the New York Stock Exchange and Hologic getting things started over at the NASDAQ.this as traders digest the start of a government shutdown against the backdrop of strong thirdarter gains and growing questions about whether that momentum can carry into Q4. Now, Opening Bid is all about serving up investing analysis you need to know to unleash the p ...
Crocs: Too Cheap To Ignore, Or Value Trap?
Seeking Alpha· 2025-10-01 21:30
公司战略转型 - 公司曾被视为短暂潮流但已成功重启业务并加倍投入全球增长、名人联名和产品组合多元化 [1] - 转型成果是公司悄然成为市场追随者之一 [1] 投资策略 - 投资风格主要寻找多头和空头方不对称的风险回报机会 [1] - 投资方法中混合使用股票和衍生品头寸 [1] - 投资时间范围各不相同 [1]
Crocs Stock: Too Cheap To Ignore, Or Value Trap? (NASDAQ:CROX)
Seeking Alpha· 2025-10-01 21:30
公司战略转型 - 公司曾被视为短暂潮流但已成功重启并实现转型 [1] - 公司战略重点包括全球增长、名人联名和产品组合多元化 [1] - 转型使公司成为市场中的重要参与者 [1]
How Veja Walks the Walk? From the Floor Up
Yahoo Finance· 2025-10-01 01:30
Veja, which means “look” in Portuguese, was founded in 2004 by childhood friends Sébastien Kopp and François-Ghislain Morillion. However, the French footwear and accessories brand originally began as a project. “When Seb and Francois started 20 years ago, they didn’t know anything about anything,” said Tara Gilson, Veja’s North America CEO, during  Sourcing Journal’s Fall Summit. “But they did know two things: that people wore sneakers and that sneakers are inherently an inclusive product; everyone can wea ...
Nike earnings to be 'progress report' rather than inflection point, says Jefferies' Konik
Youtube· 2025-10-01 00:45
Nike earnings out after the bell today. Stock is well off the lows of the year back in April when President Trump first announced those Liberation Day tariffs, but they're still down 15% since CEO Elliot Hill took over nearly one year ago. Now, our next guest sees 60% upside from the stock.He's very bullish. Jeffrey's analyst Randy Ko Kik joins us now. He's got a buy rating, $115 price target.What makes you such a believer right now. Look, I think at the end of the day, you wanted to talk about the category ...
How a government shutdown impacts your investments and money, plus Spotify CEO to step down,
Youtube· 2025-10-01 00:44
Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day. Let's get to the three market catalysts we're watching this hour. First up, the clock is ticking for the government to stay open or shut down. We're going to break down the economic implications of a shutdown. Plus, consumer confidence data crossing the wire. We'll have details ahead and interpretation. And Nike is set to report earnings after the bell. We'll get a read on its turnaround and look at the broader winners a ...
Leather Supply Chain Firms Focus on Science and Tech Amid Grim Industry Outlook
Yahoo Finance· 2025-09-30 22:46
行业宏观环境与挑战 - 奢侈品皮革供应链公司面临通胀、贸易和货币压力等复杂经济挑战 [1][2] - 2024年行业公司数量下降6%,其中许多是盈利能力缩减或成本超过收入而自愿关闭的分包商 [2][3] - 2025年前九个月意大利制革厂生产下降4%,出口下降3.5%,受通胀、能源成本上升和美元兑欧元疲软影响 [10] - 欧洲鞋类生产在2025年上半年同比下降6%,皮革制品生产下降10% [12] - 意大利对美国皮革出口在2024年下降11%,对中国出口暴跌29% [12] 战略合作与技术创新 - 行业强调技术与材料协同是应对经济挑战的唯一途径,Lineapelle展览通过AI Materiality等项目深入探讨人工智能对时尚产业的影响 [2][4] - Simac Tanning Tech与Lineapelle的合作被视为整个意大利制造行业的典范,旨在强化领导力和供应链系统视野 [4][5] - Modern Meadow公司推出Bio-Vera材料,由植物蛋白、生物聚合物和消费后废物混合制成,年商业产能超过50万平方米,可简化供应链并缩短生产流程 [7][8][9] - LTM公司在展览上展示新的计算机化数据系统和测量鞋跟寿命的机器,一双鞋可行走4600公里,寿命达20年,强调耐用性与可持续性的关联 [19] 公司创新与商业模式转型 - Conceria del Chienti公司通过按平方米销售皮革和供应预先切割的组件来减少浪费、优化生产流程,转型为客户的技术合作伙伴以共享风险 [13][14] - OBI Officina公司于2023年合并Altofare公司(后者去年营收约1.5亿欧元),并计划投资70万欧元数字化其手工艺业务,目前主要为奢侈品牌提供原型设计支持 [15][16][17] - MinervaHub作为一个由25家公司组成的工业集团,共享价值观、想法和项目,其创意总监将核心公司的技术方面结合,开发出如融合技术运动服与手工刺绣的平底鞋等新产品 [18][20][21][22] 行业活动与市场表现 - Lineapelle展览于9月23日至25日在米兰举行,汇集来自109个国家的约1150家配件、组件、面料、合成材料和模型公司,展示2026秋冬系列 [6] - 展览参观人数下降至21,433人,低于2024年9月的23,800人和2025年2月的24,977人 [6] - 2024年皮革制品供应链收入为41亿欧元,与去年持平 [11] - 冬季Lineapelle贸易展将于2月11日至13日举行 [23]
Los Feliz Flea Returns to Vermont Ave — Grand Opening at OMGC with adidas Originals “Los Angeles” Takeover
Globenewswire· 2025-09-30 22:00
公司核心事件 - 洛杉矶Los Feliz Flea跳蚤市场将于2025年10月4日星期六上午9点至下午3点,在其历史性的OMGC地点(2060 N Vermont Ave)举行盛大的回归开业活动 [1] - 此次回归被定位为一次“回家”,旨在庆祝公司的根源并加强其对社区、创造力和探索的承诺 [1] - 公司首席执行官表示,此次回归是与支持公司的社区重新建立联系的机会,与阿迪达斯的合作体现了市场的创意能量 [4] 市场运营与规模 - 市场将汇集超过180家供应商,提供从复古服装、收藏品到家居用品、艺术和顶级食品等各种商品 [1] - 公司将在OMGC和Masonic Lodge两个地点运营,OMGC地点于每月第1、第3和第5个星期六开放,Masonic Lodge地点于每月第2和第4个星期六开放,营业时间均为上午9点至下午3点 [9][10] - 本季度的运营将把独特的购物体验带回社区中心,并推出新的“跳蚤市场串游”概念以及延长营业时间 [10] 特别活动与合作 - 为庆祝开业,阿迪达斯和Shiekh Shoes将在OMGC举办为期一天的特别活动,融合运动鞋文化与城市创意精神 [2] - 活动亮点包括定制低底盘汽车装置、现场DJ表演、首批750位客人免费获得阿迪达斯手提袋、500份免费食品、免费纹身服务(临时和永久)以及购买阿迪达斯产品可获得15美元食品券等特别优惠 [6] - 活动提供阿迪达斯Superstar "Los Angeles"运动鞋的优先购买权,以及购买后可享受免费定制服务(做旧、激光、热转印) [6]
Allbirds Launches Its First-Ever 100% Waterproof Wool Sneakers
Globenewswire· 2025-09-30 21:00
The rain-ready shoes deliver uncompromising comfort, style and performance–all without PFAS Allbirds Waterproof Collection Allbirds' first-ever assortment of fully waterproof shoes includes three styles: the Wool Runner NZ Waterproof, Wool Runner NZ Mid Waterproof and Wool Cruiser Waterproof. SAN FRANCISCO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- Allbirds today unveiled its first-ever fully waterproof shoes, made with the brand’s hallmark material: wool. Whether you’re braving downpours during daily commutes, ...
On Holding COO Sam Wenger to step down, insider Scott Maguire to take over
Yahoo Finance· 2025-09-30 19:02
(Reuters) -Swiss sneaker brand On Holding said on Tuesday its chief operating officer, Sam Wenger, is stepping down at the end of the year after eight years in the role. Scott Maguire, currently chief innovation officer, will assume the expanded role of chief innovation and operations officer starting January 1, 2026, the Roger Federer-backed company said in a statement. Wenger will remain with the company until the end of the first quarter of 2026, it added. Maguire, who joined On in 2025, had previous ...