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Don’t own any Apple? Gear up to buy some if the stock keeps falling
CNBC· 2025-11-01 00:12
市场表现与展望 - 标普500指数和纳斯达克综合指数因亚马逊等大型科技股走强而上涨[1] - 亚马逊公布强劲财报后股价上涨超过10%[1] - 10月最后一个交易日市场关注艾顿、杜邦和德州路屋即将发布的季度业绩[1] 苹果公司投资观点 - 新投资者应考虑在苹果股价继续下跌时建仓[2] - 苹果公司季度财报表现优异 iPhone业务仍有上涨空间[2] - 公司发布强劲业绩指引 高利润率服务部门实现巨大收入增长[2] - 投资策略为长期持有而非短线交易[2] 耐克与波音公司投资机会 - 耐克和波音股价在过去一个月均下跌约7%[3] - 两家公司因非科技股遭遇抛售而受到不公平惩罚[3] - 公司转型故事依然强劲 经营状况已大幅改善[3] - 周五上午已买入部分耐克股票[3] 其他提及公司 - 快速讨论环节涉及的公司包括雪佛龙 Reddit和网飞[4]
Deckers Outdoor Stock To $100?
Forbes· 2025-10-31 23:15
股价表现与历史模式 - Deckers Outdoor股票在不到一个月内下跌22.1%,从103.80美元跌至80.89美元[2] - 历史上,该股票在经历大幅下跌(30天内跌幅超过30%)后,一年内实现58%的中位数回报率和74%的峰值回报率[5][8] - 自2010年1月1日起,公司股票已出现4次在30天内跌幅达到或超过30%的情况[8] 近期财务业绩与展望 - 公司最近一个季度营收同比增长约9%,每股收益超出预期[3] - 管理层对全年销售额给出谨慎展望,原因是消费者支出减少、关税和成本压力,以及UGG等主要品牌疲软[3] - UGG品牌的直接面向消费者销售额出现下降,整体增长率与历史水平相比有所放缓[3] 潜在复苏催化剂 - 股价反弹的关键在于恢复市场对其增长轨迹的信心[4] - 具体推动力包括HOKA和UGG品牌实现超预期增长、通过定价或运营效率改善利润率,以及提供能缓解消费者需求担忧的清晰指引[4] - 全新的营销推广、成功的产品创新或向高增长国际市场的扩张也可能成为催化剂[4] 公司业务基本面 - 公司满足基本财务质量检查,评估内容包括营收增长、盈利能力、现金流和资产负债表强度[9] - Deckers Outdoor业务涵盖鞋类、服装和配饰,产品用于日常休闲和高性能场景,通过百货公司、专卖店以及截至2021年3月的140家全球零售门店进行销售[5]
Columbia(COLM) - 2025 Q3 - Earnings Call Transcript
2025-10-31 06:00
Columbia Sportswear Company (NasdaqGS:COLM) Q3 2025 Earnings Call October 30, 2025 05:00 PM ET Speaker2Greetings. Welcome to the Columbia Sportswear Company Third Quarter 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note this conference is being recorded. I will now t ...
Class Action Filed Against V.F. Corporation (VFC) – November 12, 2025 Deadline to Join – Contact The Gross Law Firm
Globenewswire· 2025-10-31 03:41
NEW YORK, Oct. 30, 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=174496&from=3 CLASS PERIOD: October 30, 2023 ...
adidas lifts FY25 outlook after broad-based Q3 gains
Yahoo Finance· 2025-10-30 21:15
adidas has raised its full-year 2025 guidance following double-digit growth across regions, product categories and sales channels in the third quarter (Q3) of the year. The German sportswear company now forecasts operating profit of €2bn ($2.32bn), up from its previous guidance of between €1.7bn and €1.8bn. “The improved profitability outlook reflects continued brand momentum, the better-than-expected business performance, as well as the company’s successful efforts to partly mitigate the additional cost ...
DEADLINE APPROACHING: Berger Montague Advises V.F. Corporation (NYSE: VFC) Investors to Inquire About a Securities Fraud Class Action by November 12, 2025
Prnewswire· 2025-10-30 06:06
Accessibility StatementSkip Navigation PHILADELPHIA, Oct. 29, 2025 /PRNewswire/ -- National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against V.F. Corporation (NYSE: VFC) ("VFC" or the "Company") on behalf of investors who purchased or acquired shares during the period from October 30, 2023 through May 20, 2025 (the "Class Period"). Investor Deadline: Investors who purchased or acquired VFC securities during the Class Period may, no later than November 12, 2025, seek to b ...
Can NIKE's Athlete-Led Storytelling Strategy Win Back Market Share?
ZACKS· 2025-10-30 02:01
Key Takeaways NIKE is refocusing on athlete-led storytelling to strengthen authenticity and performance.Campaigns like "Scary Good" and new Pegasus and Vomero launches highlight NIKE's renewed push.Despite gains in running, NIKE faces margin pressure and weakness in China and digital sales.NIKE Inc.’s (NKE) renewed focus on athlete-led storytelling reflects its effort to re-anchor the brand in authenticity and performance, its historical strengths. The company is reorganizing around sport-specific teams to ...
Here's Why Deckers (DECK) is a Strong Value Stock
ZACKS· 2025-10-29 22:41
Zacks研究服务概述 - Zacks Premium研究服务提供每日更新的Zacks Rank和Zacks Industry Rank、Zacks 1 Rank List、股票研究报告以及Premium股票筛选器等工具 [1] - Zacks Style Scores是一套独特的指导准则,根据三种流行的投资类型对股票进行评级,作为Zacks Rank的补充指标 [2] Zacks Style Scores评分体系 - 每只股票根据其价值、增长和动量特征被赋予A、B、C、D或F的评级,评分越高股票表现跑赢市场的可能性越大 [3] - Value Score通过市盈率PEG市销率价格现金流比率等多项倍数帮助价值投资者挑选最具吸引力且被低估的股票 [3] - Growth Score考察预测和历史收益销售额和现金流等指标,以寻找能够持续增长的股票 [4] - Momentum Score利用一周价格变动和盈利预测的月度百分比变化等因素,判断投资高动量股票的有利时机 [5] - VGM Score是对三种风格得分的综合加权评级,帮助投资者找到兼具吸引力价值、最佳增长预测和最乐观动量的公司 [6] Zacks Rank与Style Scores的协同应用 - Zacks Rank利用盈利预测修正的力量,其1(强力买入)评级股票自1988年以来实现了+2393%的平均年回报率,超过标普500指数表现两倍以上 [7] - 每日有超过200家公司被评为1(强力买入) rank,另有约600家为2(买入) rank,总计超过800只顶级评级股票可供选择 [8] - 为最大化回报,建议选择Zacks Rank为1或2且Style Scores为A或B的股票,若考虑3(持有)评级的股票也应确保其得分为A或B [9] - 即使股票具有A或B的Style Scores,若其Zacks Rank为4(卖出)或5(强力卖出),则盈利预测仍处于下降趋势,股价下跌风险较大 [10] Deckers (DECK) 案例分析 - Deckers Outdoor Corporation成立于1973年,是户外运动和生活方式相关活动领域领先的创新鞋履和配饰设计生产及品牌管理公司 [11] - 公司主要销售三大自有品牌产品:UGG、HOKA和其他品牌(主要包括Teva、AHNU和Koolaburra) [11] - DECK的Zacks Rank为3(持有),其VGM Score为A,Value Style Score为B,其中远期市盈率为137 [12] - 在过去60天内,四位分析师上调了其2026财年的盈利预测,Zacks共识预期每股收益增加006美元至640美元,公司平均盈利惊喜达到+357% [12] - 凭借坚实的Zacks Rank以及顶级的Value和VGM Style Scores,DECK应被投资者列入关注名单 [13]
VF Corp tops Q2 forecast on strong back-to-school, wholesale demand
Yahoo Finance· 2025-10-29 20:32
However, on a constant dollar basis, revenue at VF Corp declined by 1% YoY. This still surpassed the company’s previously stated guidance, which forecast a decline of between 2% to 4%. VF Corp president and CEO Bracken Darrell said during the earnings call: "We delivered on our commitments and we made further progress on our turnaround, and we delivered this performance despite, admittedly, a pretty uncertain and unpredictable environment around the world.” VF Corp’s overall Q2 performance The US-based ...
Adidas’ Record-Breaking Q3: How Long Can Sales Success Go On?
Yahoo Finance· 2025-10-29 16:53
On Wednesday, the German sportswear giant announced record-breaking results for the third quarter of 2025, with sales revenues growing 12 percent in currency neutral terms to 6.63 billion euros and operating profit increasing 23 percent to 736 million euros. The sales are the highest Adidas has ever notched up in a quarter and the operating margin for the first nine months of the year is now at 10.1 percent, just slightly above the 10 percent margin Gulden was targeting. The results were in line with market ...