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Why Is Stitch Fix (SFIX) Down 5% Since Last Earnings Report?
ZACKS· 2025-07-11 00:30
A month has gone by since the last earnings report for Stitch Fix (SFIX) . Shares have lost about 5% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Stitch Fix due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, e ...
5 Sector ETFs Set to Power Q2 Earnings Growth
ZACKS· 2025-07-11 00:00
2025年第二季度财报季展望 - 银行业将率先公布财报 整体呈现持续韧性和稳步改善的前景 [1] - 标普500指数成分股总盈利预计同比增长4.9% 营收增长3.9% [2] - 16个行业中9个预计实现盈利增长 其中非必需消费品行业以105.6%增幅领先 [3] 行业盈利增长亮点 - 航空航天行业盈利预计增长15.1% 科技行业增长11.8% [3] - 金融行业预计增长7.8% 公用事业增长7.7% [3] - "美股七巨头"企业盈利预计同比增长11.3% 营收增长11.2% [3] 重点行业ETF配置 非必需消费品 - 消费精选板块SPDR基金(XLY)管理规模225亿美元 包含51只证券 日均成交量400万股 [5] - 酒店餐饮休闲、综合零售、专业零售及汽车行业占比均超10% [5] 航空航天与国防 - iShares美国航空航天与国防ETF(ITA)跟踪38只股票 管理规模84亿美元 [6] - 日均成交量74.3万股 费率为0.40% [6] 信息技术 - 先锋信息技术ETF(VGT)资产规模950亿美元 覆盖319只科技股 [7] - 半导体、系统软件、硬件设备及应用软件为前四大子行业 [7] 金融 - 金融精选板块SPDR基金(XLF)规模513亿美元 覆盖73家金融机构 [8] - 日均成交量3800万股 费率为0.08% [8] 公用事业 - 公用事业精选板块SPDR(XLU)规模191亿美元 持有31只股票 [9] - 日均成交量1300万股 费率为0.08% [9]
Lumwana Expansion In Full Swing As Barrick Builds Tier One Copper Mine
Globenewswire· 2025-07-11 00:00
All amounts expressed in US dollars LUSAKA, Zambia, July 10, 2025 (GLOBE NEWSWIRE) -- Construction of the $2 billion Super Pit Expansion Project at Barrick Mining Corporation’s (NYSE:B)(TSX:ABX) Lumwana mine is well underway, accelerating its transformation into a Tier One copper mine. Addressing members of the media and other stakeholders here today, Barrick president and chief executive Mark Bristow said the Lumwana expansion builds on a remarkable turnaround that has seen the operation evolve from a stru ...
ZIM Stock Slips 13.3% in 6 Months: Should You Buy the Dip or Wait?
ZACKS· 2025-07-10 23:51
Key Takeaways ZIM has fallen 13.3% in six months, underperforming peers and the broader transportation sector. Tariff risks, high debt and weak earnings projections weigh on ZIM's near-term outlook. Despite risks, ZIM offers a high dividend yield and trades at a low forward P/S valuation.Shares of ZIM Integrated Shipping (ZIM) have declined 13.3% over the past six months compared with the Zacks Transportation-Shipping industry’s fall of 8.5%. The stock has lagged the Zacks Transportation sector’s 4.2% sli ...
lululemon Bets on Footwear & Men's Category: Will it Pay Off?
ZACKS· 2025-07-10 23:31
Key Takeaways lululemon's men's line rose 8% in Q1, outpacing women's and driving plans for deeper investment and expansion. LULU launched its first men's footwear line with solid sell-through, eyeing shoes as a long-term growth lever. lululemon faces rising competition from NKE and RL as all three target active, style-driven male consumers.As part of its Power of Three ×2 growth strategy, lululemon athletica inc. (LULU) continues to lean into two major bets, expanding its men’s category and growing its p ...
How is Wolverine Repositioning for Sustained Margin Strength in 2025?
ZACKS· 2025-07-10 22:45
财务表现 - 公司2025财年开局强劲 调整后毛利润同比增长7.3%至1.948亿美元 创下历史新高 [1] - 调整后毛利率达47.3% 同比提升80个基点 主要受益于销售结构优化 促销活动减少及供应链成本节约措施 [2] - 经营利润率同比提升100个基点至6% 得益于收入增长和严格的费用控制 [4] - 第二季度预计调整后经营利润率将达7.2% 同比提升90个基点 [5] 品牌表现 - Saucony和Merrell品牌实现强劲增长 平均售价提升且全价销售占比增加 [3] - Sweaty Betty品牌毛利率大幅提升1000个基点 反映其减少促销转向高端定位的战略转型 [3] 成本管理 - 公司通过多元化采购策略降低对中国供应链依赖 目前美国市场生产占比已低于10% [6] - 在关键品牌和品类实施选择性提价 以应对成本压力并保持竞争力 [6] 股价与估值 - 过去三个月公司股价上涨75.9% 远超行业31.4%的涨幅 也跑赢大盘指数 [8] - 公司当前股价19.44美元 高于50日和200日移动平均线(分别为16.91和17.64美元) [11] - 远期市销率为0.84倍 低于行业平均的2.01倍 [12] 业绩预期 - 当前财年Zacks一致预期显示 销售额和每股收益将分别同比增长3.6%和15.4% [15] - 第二季度销售额预计4.4648亿美元 同比增长5% 每股收益预计0.22美元 同比增长46.67% [16][17] - 2026财年销售额预计19.1亿美元 每股收益1.28美元 分别同比增长5.24%和21.9% [16][17] 行业比较 - 同行业中表现较好的股票包括加拿大鹅(当前财年盈利预期增长10%) Stitch Fix(盈利预期增长71.7%)和Allbirds(盈利预期增长16.1%) [18][19][20][21]
The Children's Place and Sanrio® Unveil Multi-Season Collaboration
Globenewswire· 2025-07-10 21:00
Whimsical, wearable, and trend-right - the collaboration spans Fall 2025 through Spring 2026 and beyond, delivering playful, collectible fashion moments for the modern familySECAUCUS, N.J., July 10, 2025 (GLOBE NEWSWIRE) -- The Children’s Place, Inc. (Nasdaq: PLCE), the largest pure-play children’s specialty retailer in North America with an omni-channel portfolio of brands and an industry-leading digital-first model, today announced a new collaboration with global lifestyle brand, Sanrio®. The multi-season ...
Diana Shipping Inc. Announces the Date for the 2025 Second Quarter Financial Results, Conference Call and Webcast
Globenewswire· 2025-07-10 20:50
ATHENS, Greece, July 10, 2025 (GLOBE NEWSWIRE) -- Diana Shipping Inc. (NYSE: DSX), (the “Company”), a global shipping company specializing in the ownership and bareboat charter-in of dry bulk vessels, today announced that its financial results for the second quarter ended June 30, 2025 are scheduled to be released before the opening of the U.S. financial markets on Wednesday, July 30, 2025. The Company’s management will conduct a conference call and simultaneous Internet webcast to review these results at 9 ...
Taseko Announces Improved Economics for Yellowhead Copper Project
Globenewswire· 2025-07-10 20:45
VANCOUVER, British Columbia, July 10, 2025 (GLOBE NEWSWIRE) -- Taseko Mines Limited (TSX: TKO; NYSE American: TGB; LSE: TKO) (“Taseko” or the "Company") today announced the results of the recently completed technical report for its 100%-owned Yellowhead Copper Project (the “Yellowhead Project” or the “Project”) in British Columbia. The Company has filed the new technical report ("Technical Report Update on the Yellowhead Copper Project" dated July 10, 2025) (the "Technical Report") on SEDAR+. The Technical ...
消费新观察|从“隐形配角”到“情绪单品”,高筒袜反季节爆火
搜狐财经· 2025-07-10 20:32
高筒袜市场现状 - 高筒袜打破季节限制成为夏季时尚新宠 从老土标签成功逆袭为街头潮人必备单品 [1] - 优衣库薄款高筒袜销量达去年夏天1-2倍 奶白色最畅销 单价20-30元/双 含棉量60%-90% [2] - Hotwind热风白灰黑三色高筒袜为销量冠军 采用棉莫代尔混纺材质 促销价46元/3双 [2] - 淘宝平台三双组合装高筒袜售价19.9元 加购人数超9000 近3个月好评率97% [2] - 运动品牌NIKE/adidas高筒袜同步热销 涵盖经典LOGO款/三色基础款/芭蕾风等多元设计 [3] 消费行为与市场数据 - 小红书"高筒袜穿搭"话题浏览量突破1251万人次 近3万用户参与讨论 [2] - 长筒袜市场年复合增长率与消费升级形成共振 运动/通勤/社交场景渗透潜力显著 [4] - 90后/00后推动袜子消费场景化 产品需求从保暖工具转向服饰搭配载体 [4] 产品创新驱动因素 - 冰感纤维/凉感纱线等新材料应用 结合透气网眼设计 解决夏季穿着闷热痛点 [4] - 情绪消费成为市场变革动力 消费者愿为功能性/审美性及情绪价值支付溢价 [4] - 袜子成为自我表达与社交连接媒介 推动行业向实用属性+情绪价值双轨发展 [4]