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☆ Wall Street analysts come out very bullish on this recent sporting goods IPO
▼ + stars: | 2024-02-26 | by ( Alex Harring | ) www.cnbc.com time to read: +5 min

Roach is even more bullish than many on Wall Street with a price target of $21 per share. Like many peers on the Street, she sees the company getting a boost from market share growth and an expansion of direct-to-consumer. Multiple analysts deemed Arc'teryx the "crown jewel' of Amer's portfolio. Though Arc'teryx provides a key reason for bullishness, analysts also have their eyes on other well-known brands in the portfolio. "But, the business faces an uncertain 1H24 wholesale backdrop, & comes with single-segment growth & profitability expansion reliance, multi-brand portfolio volatility risk, & high relative leverage levels."

Persons: Wilson, Arc'teryx, FactSet, Goldman Sachs, Brooke Roach, Roach, She's, Amer, Lorraine Hutchinson, Matthew Boss, Paul Lejuez, Salomon, Baird, Jonathan Komp, Amer's, Jay Sole, Morgan Stanley, Alex Straton, Straton Organizations: Amer, New York Stock Exchange, DTC, Bank of America, Amer Sports, Citi, UBS Locations: China

☆ Here were the biggest winners and losers from Black Friday
▼ + stars: | 2023-11-27 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

Despite the seeming rush to shop, this Black Friday ushered in moderately higher promotions over last year and mixed in-store traffic, according to some Wall Street analysts. Black Friday winners Value-focused shopping destinations seemed to win big Friday, based on annual store checks from a slew of Wall Street shops. The Black Friday shopping extravaganza also ushered in some bullish sentiment toward Shopify . Black Friday losers Not every popular retailer seemed to kick off the holiday shopping period on a strong note. While Lululemon drove strong in-store traffic, helped in part by advertising use in Black Friday markdowns, Nike and Under Armour both showed higher promotions, said Piper Sandler's Abbie Zvejnieks.

Persons: Michael Lasser, Bradley Thomas, Thomas, Kohl's, Morgan Stanley, Alex Straton, Goldman Sachs, Kate McShane, JPMorgan's Matthew Boss, Piper Sandler's Korinne Wolfmeyer, Morgan Stanley's Keith Weiss, Bhavin Shah, shouldn't, Nordstrom, Straton, Lululemon, Armour, Piper Sandler's Abbie Zvejnieks, lululemon Organizations: Adobe Analytics, UBS, Walmart, KeyBanc Capital, Dick's Sporting Goods, Body, Deutsche, Eagle Outfitters, Nike Locations: U.S

☆ Beware these companies due to report earnings that have negative profit momentum
▼ + stars: | 2023-11-09 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +4 min

CNBC Pro screened for the S & P 500 companies still reporting next week that analysts have expressed the most caution on — by cutting their earnings estimates ahead of the reports. Analyst consensus earnings estimates are down at least 5% over the past three months. Analyst consensus earnings estimates are down at least 5% over the past six months. CTLT YTD mountain Catalent YTD chart "Catalent (CTLT) became a very noticeable laggard in the life science space about fifteen months ago. Meat producer Tyson Foods , which is due to report earnings premarket on November 13, was also among the stocks with negative earnings momentum.

Persons: Gordon Haskett, Don Bilson, Bilson, Catalent, Michael Lasser, Lasser, Morgan Stanley, BBWI, Alex Straton, Tyson Foods, — CNBC's Michael Bloom Organizations: CNBC Pro, Biotechnology, Sarepta Therapeutics, Dystrophy, UBS, 3Q, Body Locations: Columbus , Ohio, Bath

☆ Morgan Stanley says consumers looking for 30% discounts on holiday shopping before buying, sell retail stocks
▼ + stars: | 2023-11-09 | by ( Pia Singh | ) www.cnbc.com time to read: +5 min

Morgan Stanley highlighted several companies that are prepared to withstand — and even benefit from —consumers' shifting preferences this holiday season, as inflationary pressures dampen shoppers' budgets this quarter. According to Morgan Stanley's proprietary monthly survey, most holiday shoppers are looking to see 30% discounts, on average, before they begin spending this holiday season. A strong holiday season should benefit the entire airline industry given the ongoing demand for air travel among consumers across income brackets, according to Morgan Stanley. "Durable goods spending has slowed and that is expected to continue into the holiday season," Wilson said in the note. Toys could emerge as "relative winner" this season as they become a more top-of-mind purchase for parents during the holiday season, analyst Megan Alexander wrote.

Persons: Morgan Stanley, Michael Wilson, Morgan, They're, Ravi Shanker, Wilson, Amazon's, Brian Nowak, Lauren Schenk, Chewy, Morgan Stanley's, Alex Straton, Megan Alexander Organizations: Consumers, Delta Airlines, American Airlines and United Airlines, Southwest Airlines, Alaska Air Group, Apparel, Urban Outfitters, Abercrombie, Fitch Locations: Delta, U.S

☆ Wall Street expects struggling Nike is turning things around, sees 50% to 60% upside
▼ + stars: | 2023-09-29 | by ( Brian Evans | ) www.cnbc.com time to read: +4 min

Nike also reiterated its full-year guidance for midsingle-digit revenue growth. NKE YTD mountain Nike stock. The firm maintains an overweight rating on Nike stock and forecasts nearly 53% upside from Thursday's $89.62 close. McShane has a $136 per share price target on Nike stock, which implies more than 51% upside. Despite a near-term "choppy" outlook for Nike growth, the analyst says the company is well-positioned to navigate headwinds including "tough comparisons" and stiffer competition.

Persons: Matthew Boss, aren't, Jay Sole, Goldman Sachs, Kate McShane, McShane, Morgan Stanley's Alex Straton, Straton, Paul Lejuez, Lejuez, — CNBC's Michael Bloom Organizations: Nike, LSEG, JPMorgan, UBS, Paris Olympics, Air Max, 2Q, Citi Locations: U.S

☆ Morgan Stanley's Alex Straton on Abercrombie & Fitch upgrade, points to assortment pivot
▼ + stars: | 2023-08-25 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Stanley's Alex Straton on Abercrombie & Fitch upgrade, points to assortment pivotAlex Straton, Morgan Stanley research director, joins 'Power Lunch' to discuss Morgan Stanley's upgrade of Abercrombie & Fitch, despite market skepticism of the retailer.

Persons: Morgan, Alex Straton, Morgan Stanley, Morgan Stanley's, Abercrombie & Organizations: Abercrombie, Fitch, Abercrombie & Fitch

☆ Morgan Stanley says this retailer is set up for an 'inflection point'
▼ + stars: | 2023-06-13 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Urban Outfitters could see big gains from here as an "inflection point" draws near, according to Morgan Stanley. Analyst Alex Straton upgraded the retailer to overweight from equal weight, saying that its low valuation relative to peers creates an attractive risk-reward balance to the upside. Given this setup, Straton lifted her price target to $41 from $27 a share, implying 27% upside from Monday's close. But key to this potential re-rating is a cooperative inflection at its Anthropologie brand. On the valuation front, Straton noted that shares look cheap relative to peers at 11 times forward price-to-earnings and a 20% discount to historical averages.

Persons: Morgan Stanley, Alex Straton, oppty, Straton, CNBC's Michael Bloom Locations: Capri

☆ These ‘all weather’ best-in-class stocks are a must-own as summer nears, Morgan Stanley says
▼ + stars: | 2023-06-03 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley named a slew of must-own stocks this week that the firm said are firing on all cylinders ahead of summer. They include Bath & Body Works , Take-Two Interactive, RBC Bearings, Thermo Fisher Scientific and American Express. RBC Bearings "[The] growth story remains intact," analyst Kristine Liwag said of the aerospace and industrial bearings maker. "We continue to view RBC Bearings as a high-quality industrials compounder with attractive growth and margin expansion potential," she wrote. … We continue to view RBC Bearings as a high-quality industrials compounder with attractive growth and margin expansion potential.

Persons: Morgan Stanley, Morgan, Matthew Cost, he's, Kristine Liwag, Liwag, Alex Straton, BBW, Straton, mgmt, Amex hasn't Organizations: CNBC, Body, Interactive, RBC, Fisher Scientific, American Express, Dodge Industrial, … Locations: Biopharma

☆ How to trade this week's retail earnings reports
▼ + stars: | 2023-05-14 | by ( Fred Imbert | ) www.cnbc.com time to read: +3 min

The home-improvement giant has also exceeded earnings expectations by 3.2% over the past 10 years. However, Home Depot shares are typically muted after the company reports earnings. Ross Stores, which also reports Thursday, has beaten earnings expectations 82.5%, too. The company has beaten analyst expectations 77.5% of the time, and its earnings per share have exceeded estimates by more than 3%. The company is slated to report earnings Thursday.

☆ Discount chains Ross, T.J. Maxx, and Burlington are planning to add more than 300 new stores. Here's why major retailers should be nervous about their growing off-price rivals.
▼ + stars: | 2023-03-08 | by ( Avery Hartmans | ) www.businessinsider.com time to read: +5 min

Off-price chains are likely to get a boost in the months ahead as shoppers seek low prices. Ross Stores is planning to open 100 new locations this year, while T.J. Maxx plans 150 openings, and Burlington as many as 80. 2023 is looking like a strong year for off-price chains like Burlington Stores, Ross Stores and T.J. Maxx, as shoppers look to save money where they can. Off-price chains could benefit from retail closures and bankruptciesAs other retailers close swaths of stores nationwide, discounters are expanding. Paul Weaver/SOPA Images/LightRocket via Getty ImagesAnalysts see a banner year ahead for BurlingtonBurlington may be the smallest of the major off-price retailers, but it's poised to have a big year.

☆ Wall Street analysts are more confident in Nike's outlook after strong earnings, improving inventory
▼ + stars: | 2022-12-21 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

Wall Street analysts think Nike is moving in the right direction after the company reported strong earnings, as well as signs of improving inventory. Meanwhile, Morgan Stanley analyst Alex Straton raised her price target to $138, from $127, following the earnings beat. The new price target implies shares could jump more than 33% from Tuesday's closing price. Bank of America analyst Lorraine Hutchinson reiterated a neutral rating on the stock, but raised her price target to $120, up from $112. "Nike's strong revenue surprised to the upside but the company didn't move through as much inventory as we expected.

☆ Black Friday was better than feared for retail stocks — Two potential big winners
▼ + stars: | 2022-11-28 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

Black Friday was better than expected for retailers this year, with discount names Walmart and Costco poised to be among the season's winners, according to Bank of America. The big-box retailer made significant price investments to offer deeper discounts and traffic appeared very strong in stores, Ohmes noted. "Specialty retailers appeared to be relative winners while we observed decent trends across the discounters and department stores," said analyst Krisztina Katai. Morgan Stanley also called out strong traffic results for Lululemon and American Eagle, as well as Abercrombie & Fitch and Victoria's Secret. "These strong traffic results were achieved despite 1) similar or lower y/y discounting levels, & /or 2) discounting activity below total sector averages.

☆ Here are Wall Street analysts’ favorite retail stocks as giants such as Target get set to report
▼ + stars: | 2022-11-13 | by ( Fred Imbert | ) www.cnbc.com time to read: +3 min

Boots seller Boot Barn made the cut, with 83% of analysts covering it giving the stock a buy rating. Target also made the list, with 59% of analysts rating it a buy and an average price target implying upside of about 17%. The retail giant's stock has dropped more than 25% in 2022, but it has rallied 16.8% in the fourth quarter. Seventy-one percent of analysts covering the stock rate it a buy, and the average analyst price target implies upside of 41.4%, FactSet data shows. Nearly 80% of analysts covering the e-commerce giant rate it a buy, with the average price target implying upside of 41.6%.

☆ (DOC) ИБ коммунистов и социалистов обвиняет PAS в использовании имиджа президента Санду в период избирательной кампании
▼ + stars: | 2021-06-10 | by ( ) nokta.md time to read: 1 min

Избирательный блок коммунистов и социалистов подал жалобу в ЦИК, в которой заявляет, что Партия «Действие и солидарность» использует образ президента Санду в предвыборной кампании. В этом контексте они призывают ЦИК установить, что PAS использовала административный ресурс, задействовав президента Санду и ее изображение в одном из агитационных материалов, передает TV8. Согласно жалобе, члены блока коммунистов и социалистов требуют, чтобы PAS получила предупреждение за использование имиджа главы государства, а также, чтобы ЦИК принудил их ликвидировать тираж предвыборных листовок. К уведомлению прилагается информационный бюллетень PAS, тираж которого составит 100 000 листовок. Центральная избирательная комиссия должна вынести решение в течение пяти дней.

Persons: Cristina Straton nokta, Санду Organizations: PAS, TV8, Contestația CEC, Избирательный блок коммунистов, ЦИК, Партия «Действие и солидарность

☆ Заработные платы в сотни тысяч леев и тысячи евро на счетах. Какие доходы декларируют судьи КС
▼ + stars: | 2021-04-15 | by ( ) nokta.md time to read: +3 min

леев от заработной платы судьи Конституционного суда и 249 тыс. У Шова также есть четыре банковских счета, на которых она хранит 72 тысячи леев и три тысячи евро. Liuba Șova by Cristina StratonВ прошлом году Сергей Цуркан получил доход более 386 тысяч леев от зарплаты в Конституционном суде, а его жена заработала всего три тысячи леев. Еще 44 тысячи леев судья получил в виде компенсации по нетрудоспособности. Семья Цуркану имеет 11 банковских счетов, на которых хранится 352 тысячи леев и более 15 тысяч евро.

Persons: Cristina Straton, Nicolae Roșca, Vladimir Țurcan, Liuba Șova, Turcan Serghei, Cristina Straton nokta, Домники Маноле, Маноле, Николае Рошка, Рошка, Владимир Цуркан, Цуркан, Люба Шова, Шов, Сергей Цуркан, Цуркану Organizations: tv8, Toyota, Lexus, Toyota Prius, Конституционный суд, Государственный университет Locations: Logan, Молдова

Cert este că, în timp, am reușit să ne organizăm un departament video datorită căruia acum avem posibilitatea să creăm și mai multe proiecte și materiale video. Din acest motiv, Valeria face primul podcast #diez despre educația sexuală și este și creatoarea departamentului nostru de social media. El ne-a creat primul prompter handmade și multe scaune și mese pe care le-am folosit la terasa vechiului birou. Liubomir Guțu era cât pe ce să ajungă în altă redacție, atunci când, din fericire, s-a rătăcit și a ajuns la noi. Am venit la #diez acum șapte ani și am fost pe rând reporteră, corespondentă de la distanță, redactoră-șefă în situații de criză și acum manageră.

Persons: ., Valeria Batereanu, Vă, Maria Țurcanu, Beatricia Petrașcu, Bean, Alexandru Lebedev, Gîrneț, Nata Andreev, Cristina Aramă, Sandu Oprea, Elena Guțu, Diana, Cristina Straton, Victor Demidenco, Elena Baranov, Ea, Elena, Valeria, Topală, Dinu Bubulici, Dinu ! Liubomir Guțu, Lui Djein, Lily Zdibneac, Împreună, Lily, Skokliev, Bogdan, Petru Beșleagă, Petru, Ilinca Televca, Costel, Ilinca, Vitalina, Anatol Cibotari, Anatol, Alina Țurcanu, Alina, Aliona Popov, Aliona, Alex Lebedev, Alex, Eu, Alina Gîrneț Organizations: din, Gala Locations: Moldova, Republica Moldova, din Moldova, Sexplicații, diez.md, Europei, Victoria, Djein

☆ (DOC) Зарплаты на миллион. Какое имущество декларируют вице-председатели Нацбанка Молдовы
▼ + stars: | 2021-04-14 | by ( ) nokta.md time to read: +2 min

В 2020 году он получил от своей деятельности почти миллион 800 тысяч леев, то есть около 150 тысяч леев в месяц. Семья Чинчлей получила почти 400 тысяч леев на пособия и владеет двумя домами и двумя автомобилями. Один из них был куплен в прошлом году почти за миллион леев — Toyota LC-150. Ion Munteanu by Cristina StratonПримерно равную Владимиру Мунтяну зарплату получил и вице-губернатор Ион Стурзу. Семья чиновника владеет двумя квартирами общей стоимостью почти миллион, но не владеет никакими автомобилями.

Persons: Aureliu Cincilei, Cristina Straton, Ion Munteanu, Ion Sturzu, Cristina Straton nokta, Аурелиу Чинчлей, Руксанды Главан, Чинчли, Руксанда Главан, Владимир Мунтяну, Мунтяну, Владимир Мунтян, Ион Стурзу, Стурзу Organizations: TV8, Toyota, Porche, Национальный банк, НБМ, Нацбанк Locations: Porche Cayenne, Молдова

☆ (DOC) Нацбанк предупреждает: Отмена закона о похищенном миллиарде может негативно повлиять на экономику Молдовы
▼ + stars: | 2020-12-17 | by ( ) nokta.md time to read: +1 min

Национальный банк Молдовы не поддерживает законодательную инициативу об отмене закона о похищенном миллиарде, за которую вчера в двух чтениях проголосовали депутаты от партии Шор и ПСРМ. как внутри страны, так и за ее пределами, влияя на имидж, репутацию и авторитет страны и центральных публичных властей. Они также могут повлиять на рынок государственных ценных бумаг (ГЦБ) с высокой вероятностью повышения процентных ставок по ГЦБ из-за восприятия государственных ценных бумаг как финансовых инструментов с высоким риском. Повышение ставок по ГЦБ окажет давление на госбюджет из-за увеличения затрат на обслуживание долговых инструментов, выпущенных Минфином», — поясняет НБМ. НБМ также предупреждает, что «любые действия, предпринятые вопреки взятым обязательствам, могут серьезно подорвать отношения с МВФ и будущие перспективы финансирования Республики Молдова.

Persons: Cristina Straton, Шор, Октавиан Арману, Богдат Цырдя, Петр Бурдужа, Владимир Головатюк, Корнелиу Фуркулицэ Organizations: TV8, Национальный банк, ПСРМ, НБМ, Министерство финансов, ГЦБ, Минфин, МВФ Locations: Молдова, Республика Молдова

☆ (док) Социалисты разработали проект, который может обязать государственных служащих предоставлять информацию и на русском языке
▼ + stars: | 2020-11-24 | by ( ) ru.diez.md time to read: +1 min

(док) Социалисты разработали проект, который может обязать государственных служащих предоставлять информацию и на русском языкеВ Молдове госучреждения могут обязать предоставлять информацию и принимать заявления на русском языке. Законопроект об особом статусе русского языка разработали депутаты от Партии социалистов Богдан Цырдя, Василий Боля и Адриан Лебединский, пишет TV8. Государственные служащие также будут обязаны по запросу предоставить перевод на русский язык, получать запросы также на русском языке и отвечать на том языке, на котором был сделан запрос. Депутаты-социалисты заявили, что целью проекта является защита и обеспечивание функционирования русского языка на территории Молдовы. Он получил ее в 2002 году и, по его словам, не отказался от нее, потому что не успел.

Persons: Cristina Straton, Богдан Цырдя, Василий Боля, Адриан Лебединский, Андриан Лебеденски Organizations: TV8, Партия социалисты Locations: языкеВ Молдова, Республика Молдова, Молдова

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