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Columbia Sportswear Had A Flat Quarter, But Underlying Trends Are Not That Good (NASDAQ:COLM)
Seeking Alpha· 2025-11-02 20:14
Columbia Sportswear Company ( COLM ) reported 3Q25 results , showing better-than-expected results on the top line, mainly coming from earlier wholesale shipments, and worse on the bottom line, from impairments, but overall similar trends to what we hadLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings p ...
INTERIM REPORT OF MARIMEKKO CORPORATION, 1 January–30 September 2025: Marimekko's net sales and operating profit increased in the third quarter
Globenewswire· 2025-10-31 14:00
Marimekko Corporation, Interim Report, 31 October 2025 at 8.00 a.m. EET INTERIM REPORT OF MARIMEKKO CORPORATION, 1 January–30 September 2025: Marimekko’s net sales and operating profit increased in the third quarter This release is a summary of Marimekko’s interim report for the January–September period of 2025. The complete report is attached to this release as a pdf file and it is also available on the company’s website at company.marimekko.com under Releases & publications. The third quarter in brief Mar ...
Adidas third-quarter sales slow in North America
Yahoo Finance· 2025-10-29 14:46
(Reuters) -Adidas's North America sales recorded the weakest growth among the German sportswear maker's regions in the third quarter, the company reported on Wednesday. Revenues for its Adidas brand in North America rose 8% on the year, excluding the impact of currency movements, lagging other markets, which grew between 10% and 21% in the quarter. Adidas's brand growth metric strips out sales of its discontinued Yeezy sneaker line, which was especially popular in the U.S. Its third-quarter North America ...
Release of Marimekko's Interim Report, 1 January–30 September 2025
Globenewswire· 2025-10-24 16:00
Marimekko Corporation, Press release 24 October 2025 at 11.00 a.m. EEST Release of Marimekko's Interim Report, 1 January–30 September 2025 Marimekko Corporation’s Interim Report 1 January–30 September 2025 will be published on Friday 31 October 2025 at 8.00 a.m. EET. The report and related materials will be available on the company’s website at https://company.marimekko.com/investors after the publication. A media and investor conference will be held in English on 31 October 2025 at 2.00 p.m. EET. A live we ...
Capri Holdings (CPRI) Shows Fast-paced Momentum But Is Still a Bargain Stock
ZACKS· 2025-10-23 21:51
投资策略 - 动量投资者通常不进行市场择时或“低买高卖”,而是信奉“买高卖得更高”的策略以在更短时间内赚取更多利润 [1] - 仅依据传统动量参数投资存在风险,因为当股票未来增长潜力无法支撑其高估值时,动量可能消失 [2] - 投资近期出现价格动量的廉价股票可能更为安全,可通过“廉价快动量”筛选模型来识别这类股票 [3] 公司股价表现 - 公司股价在过去四周上涨了11%,反映出投资者兴趣的增长 [4] - 公司股价在过去十二周上涨了20.7%,表明其能维持较长时间的积极回报 [5] - 公司股票的贝塔值为1.82,意味着其价格波动幅度比市场高82% [5] 投资评级与估值 - 公司动量得分为B,表明当前是入场利用动量优势的成功概率较高的时机 [6] - 公司获评Zacks Rank 2(买入),盈利预测修正呈上升趋势,增强了其动量效应 [7] - 公司估值合理,市销率仅为0.64倍,投资者只需为每美元销售额支付64美分 [7] 筛选模型与工具 - 除该公司外,还有其他股票通过了“廉价快动量”筛选模型,可供投资者考虑 [8] - Zacks提供超过45种高级筛选模型,可根据个人投资风格选择以超越市场 [9] - Zacks Research Wizard工具允许用户回测投资策略的有效性,并包含成功的选股策略 [10]
普拉达(01913) - 2025 Q3 - 电话会议演示
2025-10-23 20:30
业绩总结 - 2025年前九个月净收入为41亿欧元,同比增长9%[13] - 零售销售增长9%,第三季度增长8%,与第二季度持平[21] - Miu Miu在九个月内增长41%,第三季度增长29%[24] - Prada品牌在九个月内销售下降2%,第三季度下降1%[24] 用户数据 - 零售渠道占总收入的90%,批发渠道占8%,特许权使用费占2%[21] - 亚洲太平洋地区的销售增长10%,欧洲增长6%,美洲增长15%[28] - 中东地区销售增长21%,第三季度增长10%[28] 新产品和新技术研发 - 特许权使用费增长11%,主要得益于眼镜和美容产品[21] 市场扩张和并购 - 第三季度的批发增长主要受免税渠道推动,增长19%[21] 其他新策略和有价值的信息 - 公司在复杂环境中保持品牌的健康和文化相关性[34]
Prada Group (PRDSY) Tops 4B Euros in 9M Sales
Yahoo Finance· 2025-10-23 20:10
MILAN –The Prada Group hit the 4 billion-euro-mark in the first nine months of the year, a performance that reflected 19 consecutive quarters of growth. In the period ended Sept. 30, revenues rose 6 percent to 4.07 billion euros compared with 3.83 billion euros in first nine months last year. At constant exchange rates, sales were up 9 percent. More from WWD “The consistency of our results, in a complex macroeconomic environment, confirms the strength of our brands and the validity of our strategy,” said ...
Ermenegildo Zegna(ZGN) - 2025 Q3 - Earnings Call Presentation
2025-10-23 19:00
业绩总结 - 2025年9个月的集团收入达到€1,326百万,同比下降2%,有机增长持平[20] - 2025年第三季度收入为€398百万,同比持平,有机增长4%[20] - 2025年第一季度总收入为458,821千欧元,同比下降0.9%[48] - 2025年上半年总收入为927,690千欧元,同比下降3.4%[51] - 2025年第三季度总收入增长0.2%,为398,229千欧元[68] 用户数据 - ZEGNA品牌在2025年第三季度的收入为€249百万,有机增长6%[33] - TOM FORD FASHION品牌在2025年第三季度的收入为€66百万,有机增长4%[39] - DTC渠道在2025年第三季度的收入达到€297百万,有机增长9%[29] - ZEGNA品牌在2025年第一季度的DTC收入为250,795千欧元,同比增长4.7%[52] - 2025年第一季度总DTC收入为345,134千欧元,同比增长5.2%[52] 地区表现 - 美洲地区的收入在2025年第三季度有机增长13%[25] - EMEA地区的收入在2025年第三季度有机增长3%[25] - Greater China地区的收入在2025年第三季度有机下降7%[25] - 2025年第一季度美洲地区收入为124,971千欧元,同比增长9.5%[55] - 2025年上半年美洲地区收入为262,714千欧元,同比增长6.8%[55] 品牌表现 - ZEGNA品牌截至2025年9月30日的收入为292,916千欧元,同比增长3.6%[50] - Thom Browne品牌的收入为64,223千欧元,同比下降18.9%[51] - TOM FORD FASHION品牌的收入为67,478千欧元,同比增长3.8%[51] - 2025年第一季度Thom Browne品牌的有机增长率为(19.1%),显示出显著下滑[50] - ZEGNA品牌的批发收入在2025年9个月下降了4.4%,与2024年同期相比下降了1.1%[75] 未来展望 - EMEA地区的门店数量在2025年达到100家,较2024年增加4家[43] - 美洲地区的门店数量在2025年达到124家,较2024年增加11家[43] - 大中华区的门店数量在2025年达到126家,较2024年减少4家[43] 负面信息 - Thom Browne品牌在2025年第三季度的收入为€48百万,有机下降5%[36] - 2025年第一季度总批发收入为79,483千欧元,同比下降19.8%[53] - 大中华区在2025年9个月的收入下降了14.9%,与2024年同期相比下降了2.2%[78]
Fossil Announces Intention to Proceed with the UK Proceeding and Extension of Exchange Offer for Its Senior Notes
Globenewswire· 2025-10-23 18:00
RICHARDSON, Texas, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Fossil Group, Inc. (NASDAQ: FOSL) (the “Company”) announced today that, in connection with its previously announced offer to exchange (the “Exchange Offer”) and consent solicitation (the “Consent Solicitation”) with respect to its 7.00% Senior Notes due 2026 (the “Old Notes”) (i) the Company had received the requisite consents to adopt the UK Proceeding Amendments (as defined herein) and (ii) Fossil (UK) Global Services Ltd (the “Plan Company”) will proce ...
Kering Shares Rise as Gucci Shows Early Signs of Revival
WSJ· 2025-10-23 16:19
财务表现 - 时装屋最新季度销售额超出市场预期 [1] - 销售额增长带动母公司整体营收提升 [1] 业务前景 - 业绩表现增强了市场对公司持续复苏的希望 [1]