Jakks Pacific (JAKK) came out with quarterly earnings of $1.8 per share, missing the Zacks Consensus Estimate of $2.6 per share. This compares to earnings of $4.79 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -30.77%. A quarter ago, it was expected that this toymaker would post a loss of $0.38 per share when it actually produced earnings of $0.03, delivering a surprise of +107.89%.Over the last four quarters, the company ha ...

Target (TGT) announced the elimination of 1,800 corporate positions, the retailer's first major workforce reduction in a decade. Target is cutting roughly 8% of its headquarters staff as incoming CEO Michael Fiddelke attempts to reverse four years of stagnant sales. Valued at a market cap of $43 billion, TGT stock is down 65% from all-time highs, underperforming peers such as Walmart (WMT) and Costco (COST). In the last 10 years, Target stock has returned 73% to shareholders after adjusting for dividend r ...

财报季强劲开局 - 当前财报季开局表现非常出色 远超一般水平[1] - 强劲表现不仅限于摩根大通(JPM)、花旗集团(C)和摩根士丹利(MS)等银行股 而是遍及美国企业界[1][2] 财报季早期主题 - 消费者并未因汽车和苏打水等商品的关税相关成本上涨而退缩[3] - 企业也未退缩 但关税明显损害了企业利润[3] - 许多首席财务官通过适度引导市场对今年盈利的预期 成功保持了盈利超预期的势头[3] 汽车行业表现 - 通用汽车(GM)盈利远超预期并上调业绩指引[4] - 尽管First Brands和Tricolor出现戏剧性破产 但通用汽车首席财务官表示观察到消费者韧性且汽车贷款违约未出现实质性增加[4] - 通用汽车部分最畅销车型为价格较高的车型 如高配卡车和凯迪拉克SUV[4] 消费品行业表现 - 孩之宝(HAS)首席执行官表示由于人偶及其他玩具需求增长 过去七周销售加速[5] - 孩之宝上调全年销售预测并预期假日季表现强劲[5] - 竞争对手美泰(MAT)指出销售情况正在改善[5] 电信与媒体行业表现 - T-Mobile(TMUS)新增手机用户数超预期 公司因此上调全年利润指引[6] - 网飞(NFLX)财报因一次性费用受到影响 但因其两位数百分比的销售增长及2026年的内容储备 股价获得市场支撑[6] 旅游与航空业表现 - 希尔顿(HLT)和美国电话电报公司(T)盈利超预期且前景健康 显示消费者持续展现韧性[7] - 航空公司在达美航空(DAL)引领下表现良好[7]

Cars, toys and tea are among products set to get more expensive as tariffs weigh on corporate profits. ...

Mattel has just published its quarterly results and reiterated its guidance, which, in my opinion and based on the figures, will be difficult to achieve, given the unfavorable context (tariffs, pressure on margins, shrinking core business). Add to this a “premium” valuation comparedPortfolio manager, fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bott ...

美股期货及主要指数表现 - 美股期货周三波动 道指和标普500指数基本持平 科技股为主的纳斯达克综合指数下跌约0.2% [1] - 周二乐观的蓝筹股业绩帮助道指创下历史收盘新高 [2] 重点公司业绩 - 特斯拉和IBM的季度财报成为市场关注焦点 [1] - 市场期待财报提振情绪 特斯拉财报将开启“七巨头”公司业绩更新 可能考验近期股市反弹的韧性 [2] - Netflix股价下跌超过8% 因其业绩未达预期 部分原因与巴西税务纠纷有关 [3] - 玩具制造商美泰公司股价下跌 因其北美销售额未达目标 [3] 大宗商品及国际贸易 - 黄金价格延续跌势 周二录得超过十年来最大单日跌幅 [4] - 市场暂时搁置对贸易战的担忧 尽管特朗普总统在中美紧张关系上注入了新的不确定性 [4] - 美国与印度据悉接近达成一项协议 拟将印度出口商品的关税从目前的50%降至最低15% [4] 宏观经济数据与政策 - 由于美国联邦政府停摆 官方经济数据发布仍处于暂停状态 [5] - 周五将发布的9月消费者价格指数报告将成为市场下一个重要数据点 [5] - 该通胀数据将有助于引导市场对美联储下周会议的预期 交易员普遍预期美联储将降息25个基点 [5]

Mattel said U.S. retailers significantly ramped up orders in recent weeks, giving the toy company enough confidence ahead of the holidays to back its outlook for the year. ...

Mattel missed third-quarter sales and profit estimates on Tuesday, hurt by sluggish retail demand for its toys in North America amid rising economic uncertainty. ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: U.K.-based B&M European Value Retail on Monday said its CFO is stepping down as the company revealed it did not correctly recognize about £7 million ($9.39 million) of overseas freight costs in its cost of goods sold, resulting in a “material” impact on its fiscal year 2026 outlook.  Mike Schmidt, the discount retailer’s finance chief since 2022, told the boar ...

This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. Dive Brief: Toys R Us is undergoing an expansion in the U.S. that includes flagship stores and seasonal holiday shops, according to a company announcement Thursday. Over 30 new stores will open, per the company’s website. Additional store launches will be announced throughout the season. The effort is a “significant milestone in the brand’s growth,” according to ...