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[1/4] A signage is seen in the offices of Tapestry, Inc., in Manhattan, New York, U.S., November 19, 2021. Accessible luxury brands such as Michael Kors and Ralph Lauren are likely to feel a bigger pinch than higher-priced brands, as their young core customer base looks for deals at the lower end of the fashion spectrum. Ralph Lauren said its holiday quarter revenue would be hit by slowing demand in North America and Europe, where soaring energy costs are also pinching consumer wallets. Tapestry and Ralph Lauren also warned a stronger dollar would hit their earnings. Ralph Lauren shares, which have lost almost a quarter of their value this year, rose about 5% in premarket trading after the company beat second-quarter sales and profit expectations.

☆ Hyman: The key is to look now for companies that are growing their margins
▼ + stars: | 2022-11-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHyman: The key is to look now for companies that are growing their marginsSimeon Hyman of ProShares Advisors says while the Fed's continued hawkish stance has taken some steam out of the markets, the fundamentals of the October rally stills stand.

Weber , which went public in August 2021 and is trading at half its offering price, is the latest example of a recent IPO to attract a bid to go private. Recent IPOs ducking for the door First, to understand why we selected these criteria, let's look at the recent deals. Kennedy Lewis' $4 per share cash offer was an 83% premium to F45's closing price ahead of the deal announcement, even though it was far below the stock's $16 IPO price. Even with the lift from the deal news, shares are only trading at less than half its $14 IPO price. Private equity company AEA Investors had a 28.4% stake in the company, and CEO Jeremy Andrus owns an 11% stake, according to FactSet.

The companies said Kroger agreed to buy Albertsons for $34.10 a share in a deal valued at $24.6 billion. The tie-up comes during a challenging time in the grocery industry. The grocery industry is highly fragmented. Albertsons’ share was about 5%. Consolidation in the grocery industry has not historically paid off in the form of higher profits, he said.

☆ Holiday bargains will dent retail profits. How investors can avoid taking a beating
▼ + stars: | 2022-10-12 | by ( Samantha Subin | ) www.cnbc.com time to read: +11 min

Stifel's research found that consumers plan to spend 9% more this holiday season over 2021. Roughly three-quarters of respondents to a PwC holiday poll indicated they plan to spend the same or more this holiday season. Rather than marking down inventory, companies should hold on to it for the next year if their balance sheets can withstand it, said Siegel. Across the board, many flagship retail stores heavily focused on apparel and footwear like Kohl's and Macy's may struggle to lure customers intent on saving money on discretionary purchases. He points to names heavily focused on electronics and home goods purchased by consumers during the pandemic as one of the weaker areas this holiday season.

We think the rebalancing must be done," Bailey said at an event organised by the Institute of International Finance. "My message to the funds involved and all the firms involved managing those funds: You've got three days left now. Bailey was keen to distinguish between the temporary, financial stability nature of the latest intervention and previous quantitative easing stimulus. HEAVY LOSSESInflation-linked gilts, typically held by pension funds and known in the market as linkers, suffered a massive sell-off on Monday as the end to the BoE's programme on Friday approached. Simeon Willis, chief investment officer of pension consultants XPS, said he had seen pension funds selling "across the board" to find liquidity.

☆ Walmart+ could be worth $45 billion as estimated subscriber base grows, Morgan Stanley says
▼ + stars: | 2022-10-11 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Walmart 's subscription business could be worth around $45 billion dollars alone as estimates show a jump in interest, according to Morgan Stanley. Analyst Simeon Gutman said the strength of Walmart+ may not be fully reflected in the stock's current trading value. The firm has a price target of $150 on the big-box retailer, which represents about 16% upside from Monday's close. Gutman said Walmart+ could be worth $45 billion on a stand-alone basis, which would add about $17 to the company's share price if the service wasn't priced in on its current value. Walmart+ is believed to have about 18.6 million subscribers after adding 1.8 million from the last estimate published in early September, according to Morgan Stanley's AlphaWise survey.

☆ Lululemon slashes price of Mirror by 50% as it nears launch of fitness studio membership
▼ + stars: | 2022-09-28 | by ( Matthew Kish | Ann Gehan | ) www.businessinsider.com time to read: +3 min

Lululemon announced the price change as part of the upcoming launch of a new studio platform. On Wednesday, it offered new details about the platform, which it's calling Lululemon Studio, including an October 5 launch date. Membership requires the purchase of a Mirror device, and current Mirror owners will automatically become members of the program for 12 months. Lululemon will also launch a free membership program on October 5 that will offer shopping rewards, free access to select Lululemon Studio classes, and early access to product drops. At the April investor day, said Michael Aragon, Lululemon Digital Fitness CEO, said Mirror is a natural fit for the company's business plan.

☆ DTC cookware brand Caraway raises $35 million to add retail partnerships and products as it builds out its 'ecosystem' of home essentials
▼ + stars: | 2022-09-28 | by ( Ann Gehan | ) www.businessinsider.com time to read: +5 min

The DTC home-goods brand Caraway just raised $35 million in funding, the company told Insider. The DTC retailer announced a $35 million funding round on Wednesday to grow its product selection, head count, and overall retail presence. Being in stores also helps Caraway compete more effectively with other home brands, Nathan said. The brand's retail sales this year were up 300% through August compared to the same period in 2021. Caraway aims to keep its customer-acquisition spend low enough so that a customer's first purchase is profitable for the brand.

☆ Nike is aggressively opening new stores as it pushes forward on its plan to sell directly to consumers. Wall Street isn't sold on the strategy.
▼ + stars: | 2022-09-26 | by ( Matthew Kish | ) www.businessinsider.com time to read: +7 min

The stores are popping up all over the US and significantly increase Nike's store footprint. At the time of the filing, the company had 209 clearance stores and 48 full-price stores. The other 87 Nike stores were for its Converse brand. Even much smaller competitors, such as Allbirds, operate nearly as many full-price stores, roughly 35, as Nike does. Nike's new stores opening in the US and Europe appear to be a mix of the recently introduced Live and Unite formats.

☆ Navigating rates and volatility
▼ + stars: | 2022-09-23 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNavigating rates and volatilityBleakley Financial Group's Peter Boockvar, Seymour Asset Management's Tim Seymour and ProShares Simeon Hyman join CNBC's Frank Holland and the 'CNBC Special: Markets in Turmoil' to discuss market reaction to the Fed's latest rate increase and where they see stocks heading for the rest of the year.

☆ Nike's betting big on DTC, but it'll be a 'battle' to engage customers without retailers, analyst warns
▼ + stars: | 2022-09-23 | by ( Matthew Kish | ) www.businessinsider.com time to read: +3 min

At Nike's annual shareholder meeting two weeks ago, top executives once again defended the company's ongoing shift to more direct sales. Direct sales increased 7% to $4.8 billion in Nike's most recent quarter as it cuts down its reliance on wholesale. But yet another analyst is questioning the logic of the company's drastic pivot to direct sales. For decades, Nike largely operated through wholesale partners, such as department stores, sporting goods retailers, and mom-and-pop sneaker shops. At its annual shareholder meeting this month, CFO Matt Friend said the DTC strategy has driven a 2.6 percentage point increase in the company's gross margin in two years.

☆ Nike is racing to replicate Amazon's delivery speed by connecting its complex network of stores, warehouses, and tech
▼ + stars: | 2022-09-19 | by ( Matthew Kish | ) www.businessinsider.com time to read: +8 min

Nike is working to tie together inventory held by stores, retail partners, and warehouses. The company's connected-inventory plan also plays into a larger Nike shift to more regional shipping, including out of a wider fleet of Nike stores and warehouses. Gloria DawsonMore retail stores, more warehousesAs part of the overall effort to serve customers "when they want it, how they want it," Nike is adding retail stores and distribution centers. While most of Nike's stores are in major metropolitan areas, stores are increasingly popping up in second-tier cities. If you go into Dick's, and Dick's doesn't have it, and they have it at the Nike store, they ship it to your house.

☆ Nike races to deliver at Amazon's speed by doubling down on 'connected inventory'
▼ + stars: | 2022-09-16 | by ( Matthew Kish | ) www.businessinsider.com time to read: +8 min

At an annual meeting last week, Nike CEO John Donahoe once again talked about "connected inventory." The company's connected-inventory plan also plays into a larger Nike shift to more regional shipping, including out of a wider fleet of Nike stores and warehouses. By that time, Parker said he was bullish on connected inventory, with a pilot at 19 Nike stores in South Korea and two unnamed retail partners. While most of Nike's stores are in major metropolitan areas, stores are increasingly popping up in second-tier cities. "Connected inventory is about getting it to you faster.

☆ The housing markets could crash in Canada, New Zealand, and Australia. They're 3 cautionary tales for the US.
▼ + stars: | 2022-09-09 | by ( Alcynna Lloyd | ) www.businessinsider.com time to read: +6 min

Global real estate markets have been in overdrive during the Covid-19 pandemic. The US housing market shares some of their problems, and it's a cautionary tale for us. In countries across the globe, rapid home price growth fueled by lackluster housing supply and robust investor activity have distorted local housing ecosystems — especially in Canada, New Zealand and Australia. As New Zeleand's housing crisis escalates, The Guardian reports that less and less of the nation's young buyers can afford home purchases. Economic volatility stunts buyer demand in AustraliaAustralia has not escaped the housing slowdown gripping global real estate markets.

☆ Expect retail earnings from companies such as Walmart, Target to miss the mark, Morgan Stanley says
▼ + stars: | 2022-08-10 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +2 min

A slew of retail companies including Walmart, Home Depot and Lowe's post quarterly results next week, and Morgan Stanley is bracing for some rough reports. Given this backdrop, Greenberger expects weaker-than-expected earnings from companies across the board. "Yet as Q2 Mega Cap earnings approach, about half the companies in our coverage have already lowered their '22 outlooks. Morgan Stanley is bracing for potential downward guidance revisions from many companies including Walmart, Lowe's and Target. Target and Lowe's are set to report earnings Wednesday.

☆ ProShares bitcoin short ETF launches today
▼ + stars: | 2022-06-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailProShares bitcoin short ETF launches todaySimeon Hyman, ProShares Global investment strategist, joins 'TechCheck' to discuss the company's new bitcoin short ETF launch.

☆ Retailers Stuck With Too Much Inventory Face Risky Decisions
▼ + stars: | 2022-06-03 | by ( Emma Cosgrove | ) www.businessinsider.com time to read: +8 min

In the past two weeks, retailers have shown that the anticipated, but hard to time, cooling in consumer demand for goods has arrived. And many retailers reported holding more inventory than they'd like — and the goods they have might not be the ones they need now. Several retailers mentioned late deliveries of spring merchandise, which compounded their inventory glut when mixed with the cooling demand. Quite literally, it means to pack inventory away to sell when its season comes back around. On top of the risk that the product may not be attractive in the future, holding inventory means paying for storage.

☆ Top psychedelics VCs share the key challenges that are keeping them on the sidelines of the first legal magic-mushroom market in the US
▼ + stars: | 2022-05-23 | by ( Yeji Jesse Lee | ) www.businessinsider.com time to read: +5 min

While some companies are laying the groundwork to enter the market, leaders at four venture-capital firms focused on psychedelics told Insider they're skeptical about investing in the state. Palo SantoOne of Palo Santo's portfolio companies, Fluence, is preparing for the Oregon market. Two big reasons that psychedelics clinics could struggle to make money in OregonSchlidt laid out two reasons he thinks that psychedelics clinics in Oregon will struggle to be profitable. Plus, psilocybin clinics would face higher taxes. Burkitbayeva said that the companies she's seeing enter the Oregon market don't seem to have those attributes.

☆ Canada's housing bubble is a cautionary tale for the US real-estate market
▼ + stars: | 2022-04-13 | by ( Alcynna Lloyd | ) www.businessinsider.com time to read: +5 min

Canada's housing market is in overdrive as prices soar to record highs. The US housing market is starting to resemble Canada's — that should be a cautionary tale for all. As housing affordability plummets in Canada, it's hard to ignore the similarities to the US real-estate market. As affordability plunges in Canada, it stands as a reminder of how inventory can offset a real-estate market. The solution for both countries, Dietz said, is simple in theory but difficult in practice: "The key to improving housing affordability is increasing inventory."

☆ FOTO/ PUN, de Ziua Națională a României: „Unirea este mai actuală și mai necesară ca niciodată”
▼ + stars: | 2020-12-01 | by ( ) www.zdg.md time to read: +2 min

Membrii Partidului Unității Naționale (PUN) celebrează marți, 1 decembrie, Ziua Națională a României. Unirea este mai actuală și mai necesară ca niciodată, iar aceasta a fost motivația principală pentru care noi am intrat în alegeri prezidențiale. La mulți ani România, la mulți ani frați români”, a declarat Țîcu. Ziua Naţională a României este sărbătorită, în fiecare an, începând din 1990, la data de 1 Decembrie. Adunarea Naţională de la Alba Iulia adopta, la 1 decembrie 1918, rezoluţia Unirii Transilvaniei, Banatului, Crişanei şi Maramureşului cu România.

Persons: Alexei Mateevici, Simeon Murafa, Andrei Hodorogea, Octavian Organizations: Partidului Unității Naționale, Ziua Națională, Unirea, României, Adunarea Locations: României, Basarabia, România, Chișinău, Republica Moldova, Alba Iulia, Transilvaniei, Banatului

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