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iRobot: A Candid Look at Its Future in a Competitive Market
The Motley Fool· 2025-07-12 07:00
Our Purpose: To make the world smarter, happier, and richer. Founded in 1993, The Motley Fool is a financial services company dedicated to making the world smarter, happier, and richer. The Motley Fool reaches millions of people every month through our premium investing solutions, free guidance and market analysis on Fool.com, top-rated podcasts, and non-profit The Motley Fool Foundation. ...
Skydance reportedly in talks to buy Bari Weiss' The Free Press — is CBS News role in her future?
New York Post· 2025-07-12 05:35
Skydance CEO David Ellison has reportedly held talks with Bari Weiss to buy her online news site The Free Press — fueling growing speculation that he is wooing the right-of-center voice to join CBS News once his company’s long-stalled merger with Paramount is approved. The discussions are in the early stages, a source close to the situation told The Post on Friday.Ellison and Weiss — an opinion writer who started The Free Press in 2021 after a public falling out with the left-leaning New York Times — were b ...
Wabash Schedules Second Quarter 2025 Earnings Conference Call
Globenewswire· 2025-07-12 04:15
文章核心观点 - 公司将于2025年7月25日下午12点举行2025年第二季度财报电话会议 [1] 会议信息 - 会议将进行网络直播,可在公司网站“投资者”板块“活动与演示”中访问,也可拨打(800) 715 - 9871,会议ID为9986205参与 [1][2] - 会议结束后不久将提供回放,可在公司网站“投资者”板块“活动与演示”中访问 [2] - 公司财报新闻稿、财报幻灯片及其他相关演示材料将于财报电话会议当天上午7点前发布在公司网站“投资者”板块,并在会议结束后仍可访问 [2] 公司介绍 - 公司是运输、物流和分销行业互联解决方案的领导者,总部位于印第安纳州拉斐特,能为客户提供未来洞察和实用解决方案 [3] - 公司设计、制造和服务多种产品,包括干货和冷藏拖车、平板拖车、罐式拖车等 [3] 联系方式 - 媒体联系人为Dana Stelsel,电话(765) 771 - 5766,邮箱dana.stelsel@onewabash.com [4] - 投资者关系联系人为Jacob Page,电话(765) 414 - 2835,邮箱jacob.page@onewabash.com [4]
Costco Sales Rise 5.8%, Driven by Fresh Food and Non-Food Categories
PYMNTS.com· 2025-07-12 02:22
Costco’s total company comparable sales increased 5.8% in June, driven by demand for fresh foods and non-food categories like jewelry, major appliances and gift cards.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required ...
多个优质购物中心升级改造!广州零售呈现新亮点
南方都市报· 2025-07-11 22:05
需求方面,第二季度广州零售物业新租成交渐趋活跃,尤其是超市和百货业态,由于租约等原因,业态 变动集中显现。如广百百货在本季度关闭农林下路店;友谊百货国金店开始改造更新,引入免税店业态 和提升超市品质;位于天河路和陈家祠等多家超市进行了面积调整,以及引入新的经营理念;而胖东来 模式的超市改造在广州渐趋流行,部分新开大型超市的调改重点包括调升进口商品占比,增加生鲜和烘 焙品类,或者引入胖东来自营品牌。 对此,世邦魏理仕广州分公司总经理严思慧分析认为,"广州作为零售业创新提升试点城市当之无愧"。 一是广州千年商都的商贸基因,是零售商家创新创业的"天选之城",拥有雄厚的时尚产业基础和完整产 业链,这是零售创新的基础设施。二是庞大的年轻人口,是零售创新的消费力和源动力。2024年广州在 校大学生168万人,成为全国大学生数量最多的城市之一。 "此外,广州既拥有世界级商圈,也有处于人口密集的社区商业,这都为零售创新提供载体。众多新增 优质商业项目正在建设筹备中,太古、华润、K11等行业头部商业运营商均正在广州筹开新项目,为广 州零售业提供更多载体"。 值得关注的是,2026年是广州建设国际消费中心城市的第五年。"我们发现 ...
Ferrero Set to Acquire WK Kellogg: Here's What the $3.1B Deal Means
ZACKS· 2025-07-11 22:01
Key Takeaways Ferrero will acquire KLG for $3.1B in cash, gaining control of its iconic cereal brands. The deal allows Ferrero to enter the breakfast category and expand its footprint in North America. KLG stock rose 30% on the news, with shares closing at $22.86 after outpacing its industry in three months.The Ferrero Group, a confectionery giant behind brands like Nutella and Kinder, is making a bold move to expand its North America footprint by acquiring WK Kellogg Co (KLG) for $3.1 billion. The all-ca ...
Seanergy Maritime Holdings (SHIP) Soars 6.8%: Is Further Upside Left in the Stock?
ZACKS· 2025-07-11 18:30
Seanergy Maritime Holdings Corp (SHIP) shares rallied 6.8% in the last trading session to close at $6.76. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 7.3% loss over the past four weeks.Shares of Seanergy Maritime Holdings have gained 7% so far this month. The stock has been buoyed by the Baltic Exchange's dry bulk sea freight index stabilization. Gains in the Panamax and Supramax segments have combated t ...
JUNE VOLUMES: FREIGHT HEADWINDS IN SEVERAL AREAS
Globenewswire· 2025-07-11 16:00
INVESTOR NEWS no. 22 - 11 July 2025 Ferry – freight: Total volumes in June 2025 of 3.4m lane metres were 1.7%* below 2024 and down 3.7% adjusted for route changes. YTD growth rates were -0.2% and -1.3%, respectively. North Sea volumes were below 2024 driven primarily by a negative impact from a national strike in Sweden impacting Gothenburg port operations. Mediterranean volumes were below 2024 following capacity reductions due to new ferry competition between Türkiye and Italy. Channel volumes were below ...
高盛:猪肉_2025 年第二季度预览_美国生猪生产走强;中国有望增长;买入万洲国际
高盛· 2025-07-11 09:05
报告行业投资评级 - 维持对万洲国际的买入评级,目标价为每股8.6港元;维持对双汇发展的中性评级,目标价为每股25.2元人民币 [1][15][18] 报告的核心观点 - 预计万洲国际美国生猪生产业务将迎来更好的周期性复苏,中国业务将重回增长轨道,2025年第二季度经常性营业利润同比增长约13% [1] - 尽管万洲国际股价年初至今上涨约25%,但当前估值仍不高,且股息收益率为7%,看好公司在有利商品背景、包装肉渠道/产品扩张和股东回报增强等因素下的表现 [1] - 双汇发展估值合理,维持中性评级 [18] 各公司业务情况总结 万洲国际 中国业务(双汇) - 预计运营利润同比增长8%,包装业务企稳,上游亏损收窄,但鲜肉业务在高基数下仍疲软 [9] - 包装肉:一季度渠道去库存后,预计销量增长持平,单位利润基本稳定,下半年考虑渠道/产品扩张,销量有望进一步恢复 [9] - 上游生产+鲜猪肉:预计二季度上游亏损收窄,鲜猪肉单位利润因高基数承压,但销量有两位数增长 [10] 美国和国际业务 - 美国业务:考虑到美国团队对美国生猪生产利润的最新预测,受有利商品背景推动,但包装肉业务有所抵消 [13] - 包装肉:预计销售额同比增长3%,销量/ASP同比分别为4%/-1%,EBIT同比下降3%,但2024年第二季度有3800万美元一次性收益,基数较高 [13] - 生猪生产+鲜猪肉:美国团队指出生猪生产商盈利能力加速提升,6月同比增长95%,全年生猪生产利润从5000万美元(公司指引-5000万至5000万美元)上调至6700万美元,鲜猪肉业务基本稳定,2024年第二季度鲜猪肉/生猪生产也有4100万美元/800万美元一次性收益 [14] - 国际业务:欧洲业务与第一季度相比呈上升趋势,同比净利润基本持平,得益于持续的效率提升和收购Argal的小部分贡献 [15] 双汇发展 - 预计2025-2026年净利润基本不变,但更新了2025年第二季度数据,维持中性评级,目标价不变 [18] 估值和目标价相关 万洲国际 - 12个月目标价8.6港元/股,基于分部加总估值法,美国业务采用美国团队基于风险回报框架的估值,中国业务采用17倍市盈率估值,欧洲业务采用2025年预期市盈率7倍估值,并应用35%的净资产价值折扣 [21] 双汇发展 - 12个月目标价25.2元人民币/股,基于17倍2025年市盈率 [20]
Veeva Systems: A Strong Contender in Cloud Computing for Pharma
The Motley Fool· 2025-07-11 07:00
公司背景 - 公司成立于1993年 是一家致力于让世界变得更聪明 更快乐 更富有的金融服务公司 [1] - 公司通过多种渠道触达数百万用户 包括高级投资解决方案 免费指导 市场分析 顶级播客以及非营利性基金会 [1] 业务范围 - 公司提供高级投资解决方案 帮助用户进行投资决策 [1] - 公司通过Fool网站提供免费的市场分析和投资指导 [1] - 公司运营顶级播客节目 传播金融知识 [1] - 公司设有非营利性基金会 开展相关公益活动 [1]