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]

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 ...

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 ...

Levi Strauss & Co. (NYSE:LEVI) is included among the 15 Dividend Growth Stocks with the Highest Growth Rates. BTIG Initiates Coverage on Levi Strauss (LEVI) with a Buy Rating and $27 Price Target Image by Steve Buissinne from Pixabay Levi Strauss & Co. (NYSE:LEVI) stands among‌ the world‍’s lar‍gest‌ branded apparel companies a‌nd is a⁠ global leader in den⁠im wear. The company designs and mar‍ke‍ts jeans, c‍asual clothing, and accessories fo‍r me​n, women, and​ children under⁠ its various b‍ra‍n‍ds⁠. ...

AGENDA CFO COMMENTARY AND FINANCIAL REVIEW THIRD QUARTER 2025 OCTOBER 30 , 2025 CSC Confidential – Sensitive Information FORWARD - LOOKING STATEMENTS This presentation does not constitute an offer or invitation for the sale or purchase of securities and has been prepared solely for informational purposes . This presentation contains forward - looking statements within the meaning of the federal securities laws regarding Columbia Sportswear Company's business opportunities and anticipated results of operatio ...

公司2025年第三季度业绩表现 - 调整后每股收益为1美元，超出市场预期的98美分，高于去年同期的95美分 [3] - 总营收为11.647亿美元，超出市场预期的11.44亿美元，同比增长9%，增长主要由租赁和费用收入增加、商品销售增长以及Brigit业务的持续贡献驱动 [3] - 调整后税息折旧及摊销前利润为1.236亿美元，同比增长5.7%，增长主要得益于Brigit分部的加入，部分被Rent-A-Center分部调整后EBITDA下降所抵消 [4] - 调整后EBITDA利润率为10.6%，较去年同期下降30个基点，主要因Acima分部利润率受压，部分被Brigit并入的积极影响所抵消 [4] 各分部业务表现 - Rent-A-Center分部营收为4.611亿美元，同比下降4.7%，同店销售额同比下降3.6%，主要反映2024年第三季度公司自有门店数量减少以及2025年第三季度初投资组合规模缩小 [5] - Rent-A-Center分部调整后EBITDA为7470万美元，低于去年同期的7900万美元，公司自有门店的租赁冲销率为4.7%，同比下降20个基点 [6] - Acima分部营收为6.253亿美元，同比增长10.4%，申请量同比增长约13%，商品交易总额增长11%至4.84亿美元，其直接面向消费者的市场GMV增长超过150% [7] - Acima分部调整后EBITDA利润率为12%，同比下降130个基点，主要因某些月度批次表现疲软和产品类别组合变动，租赁冲销率改善50个基点至9.7% [8] - Brigit分部总营收为5770万美元，同比增长超过40%，每用户平均月收入增长11.4%至13.74美元，付费订阅用户增长26.8%，现金预支额环比增长9.5%至3.898亿美元 [9] - 墨西哥分部营收为2070万美元，按固定汇率计算增长7.4%，调整后EBITDA为190万美元，截至2025年9月30日运营135家自有门店 [11] 公司财务健康状况与2025年展望 - 第三季度末现金及现金等价物为1.07亿美元，净高级债务为11亿美元，股东权益为6.873亿美元 [14] - 2025年全年营收预期为46亿至47.5亿美元，调整后EBITDA（不含股权激励）预期下调至5亿至5.1亿美元，此前预期为5.15亿至5.35亿美元 [15] - 2025年调整后每股收益预期下调至4.05至4.15美元，此前预期为4.05至4.40美元，自由现金流预期为1.5亿至2亿美元 [15] - 公司股票在过去三个月上涨12%，而行业指数下跌4.5% [15]

What happenedAccording to a filing with the U.S. Securities and Exchange Commission dated October 28, 2025, investment advisory firm Dupree Financial Group, LLC increased its position in Macy's (M 0.91%) by acquiring 286,027 additional shares. The estimated transaction value, based on the average unadjusted close for the quarter, was approximately $4.05 million.The fund’s total holdings in Macy's rose to 810,473 shares as of Sept. 30, 2025, worth $14.53 million at quarter-end. Dupree Financial Group reporte ...

Cadre (NYSE:CDRE) M&A Announcement October 29, 2025 10:00 AM ET Speaker4Thank you and welcome to Cadre Holdings Conference call to discuss the acquisition of TIR Tactical. Before we begin, I'd like to remind everyone that during today's call we will be making several forward-looking statements and we make these statements under the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect our best estimates and assumptions based on our understan ...

Minneapolis, Minnesota-based Target Corporation (TGT) operates as a general merchandise retailer, offering apparel, accessories, pet supplies, food and beverage products, appliances, home decor, and more. Valued at $42.8 billion by market cap, Target operates as one of the largest discount retailers in the U.S. The retailer is set to announce its third-quarter results before the markets open on Wednesday, Nov. 19. Ahead of the event, analysts expect TGT to report an adjusted EPS of $1.78, down 3.8% from $ ...

公司概况 - 公司为总部位于加州都柏林的折扣服装和家居时尚零售商，市值约510亿美元 [1] - 公司通过遍布美国多州的门店销售服装、配饰、鞋类和家居时尚商品 [1] 近期财务业绩与预期 - 公司即将公布第三季度业绩，预计每股收益为1.38美元，较去年同期1.48美元下降6.8% [2] - 在过去四个季度中，公司每股收益均超过市场预期 [2] - 第二季度总收入为55亿美元，同比增长4.6%，基本符合市场预期 [5] - 第二季度每股收益为1.56美元，同比下降1.9%，但比市场预期高出2.6% [5] - 第二季度财报发布后，公司股价当日上涨1.1% [5] 未来业绩展望 - 市场对公司2025财年全年每股收益预期为6.19美元，较2024财年的6.32美元下降2.1% [3] - 市场预计公司2026财年每股收益将反弹至6.81美元，同比增长10% [3] 股价表现与市场比较 - 公司股价在过去52周内上涨8.6% [4] - 同期表现落后于标普500指数16.9%的涨幅和消费者 discretionary 板块ETF 18.7%的回报率 [4] 分析师观点 - 分析师对股票整体共识评级为“温和买入” [7] - 覆盖该股的20位分析师中，有14位给予“强力买入”评级，6位给予“持有”评级 [7] - 平均目标价为163.75美元，较当前价位有4.5%的上涨潜力 [7] 行业与运营环境 - 第二季度业绩受部分关税延迟影响，销售和盈利未如预期般受到严重冲击 [5] - 未来季度业绩可能因对亚洲纺织品和服装出口国加征高额关税而受到严重影响 [6]