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Mohawk Q3 Earnings Miss, Revenues Beat Estimates, Stock Down
ZACKS· 2025-10-25 01:51
Key Takeaways Mohawk's Q3 EPS of $2.67 missed estimates, but sales rose 1.4% YoY to $2.8B.Cost savings, new product lines and lower interest costs aided Q3 results despite weak volumes.MHK targets $110M in 2025 savings through restructuring and supply chain efficiencies.Mohawk Industries, Inc. (MHK) reported third-quarter 2025 results, with earnings falling slightly short of the Zacks Consensus Estimate, while net sales surpassed the same. On a year-over-year basis, the top line increased, while the bottom ...
Pop Mart shares slide 9% as enthusiasm for Labubu dolls shows signs of cooling
Invezz· 2025-10-24 03:16
股价表现 - 泡泡玛特股价在周四大幅下跌9%,创下自4月以来最差的单日跌幅 [1] - 此次下跌延续了长达数月的跌势,抹去了公司夏季的大部分涨幅 [1]
Stocks to watch outside the Magnificent 7, Hasbro CEO talks Q3 earnings beat, and holiday shopping
Youtube· 2025-10-23 23:14
One more day, friends. It's Thursday and uh happy Thursday from Yian's New York City headquarters studios. Now find executive editor Brian Saz.You're watching Energy Vault Holdings ringing the opening bell at the New York Stock Exchange. Forbes getting trading underway over at the NASDAQ. It has been another earnings heavy morning for investors to wade through.Tesla CEO Elon Musk is promising more robots that look like actual humans. Fascinating stuff. Hasbro and T-Mobile raising their outlooks because the ...
东兴证券晨报-20251023
东兴证券· 2025-10-23 21:06
经济与政策动态 - 国务院国资委召开中央企业“十五五”规划工作座谈会,强调科学谋划规划,聚焦增强核心功能、提升核心竞争力,突出产业导向和现代化产业体系建设 [2] - 商务部数据显示2025年全国汽车以旧换新补贴申请量突破1000万份,其中新能源汽车占比达57.2%,带动1-9月新能源乘用车零售同比增长24.4%,市场渗透率达52.1% [2] - 国家能源局数据显示9月份全社会用电量8886亿千瓦时,同比增长4.5%,1-9月累计用电量77675亿千瓦时,同比增长4.6% [2] - 网络安全法修正草案将二审,拟增加促进人工智能安全与发展的内容 [2] - 国家新闻出版署10月共批准159款国产网络游戏 [2] - 中国矿业联合会称2025年新发现矿产地80处以上,预计新增探明地质储量约25亿吨矿石当量,同比增长20%左右 [2] - 中美将于10月24日至27日在马来西亚举行经贸磋商 [3] - 美国联邦政府债务规模总额首次超过38万亿美元 [4] - 三星电子、SK海力士等内存供应商计划在第四季度将DRAM和NAND闪存价格上调幅度高达30%,以满足AI驱动的存储芯片需求 [4] - 欧盟正式通过对俄罗斯第19轮制裁 [4] 重要公司资讯 - 精工钢构成功签约沙特奇迪亚文化艺术中心项目分包合同,金额约12.3亿元人民币,占公司最近一期经审计营业收入的6.7% [4] - 洁雅股份第三季度营收2.55亿元,同比增长107.21%,净利润3531.94万元,同比增长336.33%;前三季度营收5.65亿元,同比增长38.44%,净利润6790.31万元,同比增长95.78% [4] - 恒天海龙第三季度营收2.53亿元,下降7.67%,净利润亏损2781.74万元,下降312.61%;前三季度营收8.29亿元,增长0.89%,净利润274.78万元,下降93.00% [4] - 爱科赛博第三季度营收1.54亿元,下降21.13%,净利润亏损2740.21万元,下降1,140.55%;前三季度营收5.85亿元,下降1.65%,净利润亏损4462.47万元,下降226.80% [4] - 北方导航第三季度营收7.65亿元,同比增长52.12%,净利润829.89万元,同比增长1,681.27%;前三季度营收24.68亿元,同比增长210.01%,净利润1.25亿元 [4] 聚灿光电(300708.SZ)业绩点评 - 公司2025年前三季度实现营业收入24.99亿元,同比增长23.59%;归母净利润1.73亿元,同比增长8.43%;扣非归母净利润1.69亿元,同比增长11.89% [5] - 第三季度实现营业收入9.05亿元,同比增长31.5%;归母净利润0.56亿元,同比增长20.58%;扣非归母净利润0.55亿元,同比增长20.61% [6] - 业绩增长得益于MiniLED、高光效照明、车用照明等蓝绿光高端产品产销两旺,以及红黄光项目推进顺利,单月产量已突破5万片,良率稳定在80%左右 [6][7] - 公司完成从单色系到全色系芯片供应商的战略转型,产品矩阵全面覆盖照明、背光、显示三大核心应用领域 [7] - 预计2025-2027年公司EPS分别为0.29元、0.39元和0.47元 [8] 泡泡玛特(09992.HK)业务状况 - 公司2025年第三季度收入同比增长245%-250%,其中国内收入同比增长185%-190%,海外收入同比增长365%-370% [10] - 国内业务增长主要因供给瓶颈突破,线下渠道同比增长130%-135%,线上渠道同比增长300%-305% [10] - 海外市场延续爆发式增长,亚太地区同比增长170%-175%,美洲同比增长1265%-1270%,欧洲同比增长735%-740% [11] - 公司通过IP矩阵和渠道布局建立竞争优势,并构建包含衍生品、乐园、游戏的IP生态框架 [12] - 预计公司2025-2027年归母净利润分别为138.7亿元、190.6亿元、245.4亿元人民币 [12]
Build-A-Bear's Buybacks Will Still Drive EPS Growth
Seeking Alpha· 2025-10-23 19:38
Build-A-Bear’s (NYSE: BBW ) multiyear rally might not be over yet. In recent years, the custom toy bear store’s share price has soared because it’s been buying back lots of its shares, and it’s also been posting strongI am a freelance business writer. I formerly wrote articles for the Motley Fool Blogging Network, where I won several editor's choice awards. After that, I wrote articles for the main Motley Fool site. I typically focus on restaurants, retailers, and food manufacturers, considering both growth ...
Build-A-Bear Workshop Appoints Carmen Flores as Senior Vice President of eCommerce & Digital Experiences
Prnewswire· 2025-10-23 05:31
Accessibility StatementSkip Navigation Former LEGO VP, eCommerce and Montblanc Head of Digital to lead the brand's next chapter of global digital growth ST. LOUIS, Oct. 22, 2025 /PRNewswire/ --Â Build-A-Bear Workshop, Inc. (NYSE: BBW), the iconic retail experience known for adding a little more heart to life, today announced the appointment of Carmen Flores as Senior Vice President, eCommerce & Digital Experiences. Continue Reading Carmen Flores, VP eCommerce & Digital Experiences, Build-A-Bear Flores will ...
Mattel reports lower Q3 earnings, sees strong holiday season ahead
Proactiveinvestors NA· 2025-10-23 03:11
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Mattel Misses on Earnings Due to Trump Tariff Uncertainty
Youtube· 2025-10-22 23:33
Let's stick with earning shares of. It's now taking a hit as retailers delay orders over tariff uncertainty impacts and the current. Joins us now for more.And there we're starting to see it might not be a big stock market issue but a company turning around is saying some retailers are holding back, waiting for clarity. How much of an economic issue might that be. Well, it's a big question, a big missing piece of the jigsaw.When will these tariffs start to flow through to more broadly goods on the shelf. Jon ...
Mattel Q3 Earnings and Revenues Lag Estimates, Stock Down
ZACKS· 2025-10-22 23:30
Key Takeaways Mattel's Q3 EPS of 89 cents and sales of $1.74B both missed analyst estimates.Weakness in Barbie and Fisher-Price offset Hot Wheels' 8% growth in the quarter.Mattel reaffirmed its 2025 outlook, backed by new launches and global POS momentum.Mattel, Inc. (MAT) reported lower-than-expected third-quarter 2025 results, with both earnings and revenues missing the Zacks Consensus Estimate. The top line and bottom line also fell year over year from the prior-year quarter’s figure. Following the resul ...
After disappointing Q3, Mattel needs a good holiday more than ever
Yahoo Finance· 2025-10-22 20:20
This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. Dive Brief: With Mattel’s Q3 net sales down nearly 6% year over year to $1.7 billion, the toy maker more than ever needs a strong holiday season. Executives said they expect one. “Consumer demand has been strong all year, and it's still strong now,” CEO Ynon Kreiz told analysts Tuesday. Net income in the period plunged 25% to $278.4 million, and gross margin fel ...