SMX Demonstrates End-to-End Breakthrough in Cotton Traceability: Proves Ability to Verify Origin and Recycled Content from Mechanical Recycling Through Yarn Spinning and Finished Fabric
SMX (Security Matters) PLC announced a successful industrial pilot validating its full-chain traceability for cotton, demonstrating its molecular markers can verify material origin and recycled content from mechanical recycling through to finished fabric. This breakthrough provides a scientific method to authenticate recycled cotton, helping brands meet ESG and Digital Product Passport requirements, and strengthening sustainability claims. The technology integrates with existing textile operations, offering a scalable solution for verifiable content and supporting compliance for trade advantages.
Tapestry Stock Just Got Real: What Wall Street Isn’t Telling You
Tapestry Inc., the company behind Coach, Kate Spade, and Stuart Weitzman, is gaining renewed attention from Wall Street due to its recent earnings report and the ongoing efforts to acquire Capri Holdings. Investors are evaluating whether Tapestry can become a significant player in accessible luxury or if it is at risk of slow growth, especially given the regulatory challenges to the Capri acquisition and the impact of US consumer spending trends on its performance.
Micron & 2 More Profitable Stocks to Buy Now for Big Gains
This article identifies Micron Technology (MU), Ralph Lauren Corporation (RL), and Modine Manufacturing Company (MOD) as top profitable stock picks. These companies were selected based on their high net income ratios and strong upside potential, along with meeting specific screening parameters including a Zacks Rank #1 (Strong Buy) and higher-than-industry sales and net income growth. The analysis emphasizes the importance of the net income ratio as a key indicator of a company's financial health and its ability to manage expenses effectively.
Micron & 2 More Profitable Stocks to Buy Now for Big Gains
This article identifies Micron Technology (MU), Ralph Lauren (RL), and Modine Manufacturing (MOD) as top profitable stock picks based on high net income ratios and strong upside potential. The selection criteria include a Zacks Rank #1, higher-than-industry trailing 12-month sales and net income growth, a high net income ratio, and a "Strong Buy" rating from over 70% of brokers. These companies are highlighted for their profitability and expected earnings growth.
Crocs's Q4 Earnings Call: Our Top 5 Analyst Questions
Crocs reported strong Q4 results, surpassing Wall Street expectations for revenue and adjusted profit, driven by international growth and robust direct-to-consumer sales. Management addressed analyst questions regarding North American outlook, new product introductions, pricing, international growth sustainability, and HeyDude's recovery timeline. The company anticipates continued growth in key regions and aims to stabilize the HeyDude brand in the coming quarters.
Ralph Lauren stock hits all-time high at 380.34 USD
Ralph Lauren (RL) stock has reached an all-time high of $380.34, currently trading at $380.75, which is slightly above its previous 52-week high. The company demonstrates strong financial health with impressive gross profit margins of 69.65% and a perfect Piotroski Score of 9. Despite a recent stock decline in premarket trading after exceeding Q3 2026 earnings and revenue forecasts, the surge reflects positive investor confidence and strategic initiatives.
How Ralph Lauren and Microsoft are shaping luxury retail’s next era
Ralph Lauren and Microsoft have maintained a 25-year partnership that has significantly shaped luxury retail's integration with the digital world. Their collaboration, highlighted at NRF 2026: Retail’s Big Show, focuses on blending storytelling with commerce to enhance customer experience, exemplified by their new AI-powered conversational shopping tool, "Ask Ralph." This innovation aims to foster deeper customer connection and internal collaboration within Ralph Lauren.
Kite Realty Group Trust (NYSE:KRG) Q4 2025 Earnings Call Transcript
Kite Realty Group Trust (NYSE: KRG) held its Q4 2025 earnings call, reporting strong operational and transactional accomplishments including leasing nearly 5 million square feet, entering into joint ventures worth $1 billion, and selling $622 million in noncore assets. The company exceeded earnings expectations with an EPS of $0.843 against an anticipated $0.51, and discussed its strategy to enhance portfolio quality, organic growth, and shareholder value through strategic dispositions, acquisitions, and share buybacks. They also provided guidance for 2026, anticipating slight FFO per share growth and continued focus on derisking the portfolio and improving embedded rent escalators.
The Zacks Analyst Blog Ralph Lauren, Roku, Airbnb, FOX and Carnival
Despite a recent slump in the consumer discretionary sector, Zacks Investment Research recommends five stocks with strong buy or buy ratings (Zacks Rank #1 or #2) due to their individual growth drivers and double-digit upside potential. The featured companies are Ralph Lauren (RL), Roku (ROKU), Airbnb (ABNB), FOX Corp. (FOX), and Carnival (CCL), each highlighted for specific strategic advantages and financial forecasts. The article details positive outlooks for revenue and earnings growth for each of these companies, along with their average short-term price targets from brokerage firms.
Oxford Industries: Quiet Pullback Before Earnings—Opportunity or Value Trap?
Oxford Industries (OXM), parent company of Tommy Bahama and Lilly Pulitzer, is experiencing a quiet pullback ahead of its next earnings release. The analysis explores whether this presents an investment opportunity or a value trap, considering potential slower growth, increased promotions in retail, and the company's reliance on discretionary spending by higher-income consumers. The article provides insights for US investors on how OXM fits into a portfolio, current macro trends, and analyst outlooks.
Columbia’s 2026 Guidance And Capital Returns Might Change The Case For Investing In Columbia Sportswear (COLM)
Columbia Sportswear's recent fourth-quarter and full-year 2025 results revealed slightly lower sales and earnings. The company issued 2026 guidance anticipating modest full-year net sales growth, but softer first-quarter expectations. This outlook, coupled with continued capital returns and focus on international growth, is critical for investors evaluating the company's future amidst cost pressures and uneven regional demand.
G-III Apparel Group, LTD. $GIII Shares Bought by LSV Asset Management
LSV Asset Management significantly increased its stake in G-III Apparel Group (NASDAQ:GIII) by 34.7% in the third quarter, now owning 1,144,233 shares valued at approximately $30.45 million. The company recently reported better-than-expected EPS ($1.90 vs. $1.61) but missed revenue expectations, with Q3 revenue down 9.3% year-over-year. Analysts currently hold a "Hold" consensus rating for G-III Apparel Group, with an average price target of $31.20.
Ralph Lauren’s Distribution, Marketing, and Product Investments Support Its Margins and Brand Value
Morningstar analyst David Swartz reports on Ralph Lauren's solid footing due to past restructuring efforts, which have resulted in improved gross margins and positioned the brand for low-single-digit sales growth. The company's strategy includes increasing direct-to-consumer sales to 75% by fiscal 2035 and maintaining mid-single-digit advertising support, reducing reliance on physical retail and enhancing control over pricing and positioning. Despite shares being considered overvalued, the company's brand value is affirmed by standout earnings.
Is Zegna’s Flat 2025 Revenue Testing the Growth Story Behind Ermenegildo Zegna (ZGN)?
Ermenegildo Zegna N.V. reported flat revenues for 2025, reaching €1.92 billion for the full year. This performance highlights a pivot from top-line acceleration to execution on its multi-brand luxury platform strategy, focusing on margin improvements and balanced growth. Investors are keen to see how the new leadership team, appointed in January 2026, manages rising SG&A and the shift from wholesale to direct-to-consumer sales to improve profitability.
ING Groep NV Boosts Stock Holdings in Ralph Lauren Corporation $RL
ING Groep NV increased its stake in Ralph Lauren Corporation by 33.1% in Q3, owning 25,578 shares valued at $8.02 million. This comes as Ralph Lauren reported strong Q results, beating EPS and revenue expectations. Despite CEO Patrice Louvet selling 47,000 shares, institutional ownership stands at 67.91%, with analysts maintaining a "Moderate Buy" rating and a $390.06 price target for the stock.
PVH Corp. (NYSE:PVH) Receives Consensus Recommendation of "Hold" from Analysts
PVH Corp. (NYSE:PVH) has received a consensus "Hold" rating from seventeen research firms, with an average one-year price target of $91.60. The company recently reported strong quarterly earnings, beating analyst estimates for both EPS and revenue, and provided optimistic guidance for Q4 2025 and FY 2025. Institutional investors hold a significant stake in PVH, with many increasing their positions, and the stock trades at attractive valuation multiples.
SharkNinja Q4 Earnings Beat, Higher Sales Across Product Categories
SharkNinja (SN) reported strong fourth-quarter 2025 results, exceeding Zacks Consensus estimates for both revenue and earnings per share. The company saw significant sales growth across all product categories, particularly Beauty and Home Environment Appliances, and benefited from cost-optimization efforts. Following the positive report, SharkNinja's shares rose over 5% in trading hours, and the company issued an optimistic outlook for fiscal 2026, projecting continued sales and earnings growth.
G-III Apparel Group (NASDAQ:GIII) Stock Price Crosses Above 200 Day Moving Average - Here's Why
G-III Apparel Group's stock (NASDAQ:GIII) recently crossed above its 200-day moving average, trading as high as $30.66. The company reported strong quarterly EPS, beating estimates, but saw a revenue decline year-over-year. Analysts currently hold a "Hold" rating on the stock with an average price target of $31.20.
Ecommerce earnings recap: What you missed from e.l.f. Beauty, Tapestry and more
This article provides a recap of recent ecommerce earnings reports from several major retailers. It highlights the strong performance of e.l.f. Beauty and Tapestry, both of which saw significant net sales growth, largely driven by their ecommerce channels. The report also includes financial updates from Amazon, Estée Lauder, Ralph Lauren, Under Armour, Alibaba, Costco, Home Depot, Target, and Walmart, detailing their latest quarterly sales figures and online growth trends.
How Investors Are Reacting To Ralph Lauren (RL) Strong Holiday Beat, Raised 2026 Outlook, Massive Buybacks
Ralph Lauren (RL) recently reported strong holiday-quarter results, raising its 2026 revenue and operating-margin guidance, and completed a $3.10 billion share repurchase program. The company's performance was driven by robust full-price selling and expansion in key markets, reinforcing its brand elevation and disciplined capital allocation strategy. While higher tariffs and marketing spend may impact near-term margins, the upgraded outlook and buybacks strengthen the investment narrative for long-term growth.
Sydney Sweeney and Jay Schottenstein Ring the NYSE Opening Bell
Sydney Sweeney and Jay Schottenstein, executive chairman and CEO of American Eagle Outfitters, rang the NYSE opening bell, celebrating American Eagle's successful campaign with Sweeney. Schottenstein touted the "Sydney Sweeney Has Great Jeans" campaign as the "most memorable campaign in our history," contributing to the company's business success. Despite controversy, the campaign, alongside a partnership with NFL star Travis Kelce, generated significant impressions and traffic for the retailer.
Tapestry, Inc. Just Beat EPS By 21%: Here's What Analysts Think Will Happen Next
Tapestry, Inc. (NYSE:TPR) exceeded analyst expectations in its latest quarterly results, with revenues reaching US$2.5 billion and statutory profit of US$2.68 per share, beating forecasts by 7.7% and 21% respectively. Following these positive results, analysts have modestly increased their revenue and EPS predictions for 2026, and raised the price target to US$151 per share. Despite a wide range in individual analyst targets, the overall sentiment points to an improving intrinsic value for Tapestry.
Principal Financial Group Inc. Sells 15,296 Shares of Ralph Lauren Corporation $RL
Principal Financial Group Inc. reduced its stake in Ralph Lauren Corporation by 18.3% in the third quarter, selling 15,296 shares and now holding 68,494 shares valued at $21.48 million. Ralph Lauren exceeded Q3 earnings and revenue estimates, raising its full-year outlook despite concerns over potential Q4 margin pressure from U.S. tariffs. The stock currently holds a "Moderate Buy" consensus rating from analysts with an average price target of $390.06.
Ermenegildo Zegna N.V. (ZGN): A Bull Case Theory
This article summarizes a bullish thesis on Ermenegildo Zegna N.V. (ZGN), highlighting the company's improving brand momentum, particularly in its high-end Zegna label, and accelerating retail growth, despite mixed performance in other brands and foreign exchange headwinds. The investment case rests on the Zegna brand's traction in the luxury segment and the potential for profitability improvement as repositioning and retail growth continue. The stock has appreciated by approximately 28% since previous coverage, with similar bullish points emphasized by Lux Opes Research regarding recent brand momentum and retail growth.
Ralph Lauren (RL) Margin Improvement Reinforces Bullish Earnings Narrative Despite Slower Growth Forecasts
Ralph Lauren (RL) reported its Q3 2026 earnings, showcasing revenue of US$2.4 billion and basic EPS of US$5.92, with net income rising to US$361.6 million. The company's net margin improved to 11.7% from 10.1% the previous year, highlighting increased efficiency in turning sales into profit. While trailing twelve-month profits have climbed, future forecasts indicate slower annual growth for both earnings and revenue, prompting a nuanced view on long-term momentum despite current strong profitability.
Ralph Lauren Lifts Outlook As Digital Push Reshapes Growth And Risk Profile
Ralph Lauren (NYSE:RL) reported strong third-quarter results, prompting the company to raise its full-year outlook. This positive outlook is attributed to broad-based performance, rapid adoption of digital initiatives including AI-powered shopping tools, and growth in new consumers. While the stock has seen some near-term dips, its long-term performance remains strong, and the company is emphasizing brand elevation, international expansion, and digital adoption.
Ralph Lauren beats Q3 on strong holiday demand but shares dive
Ralph Lauren Corporation (NYSE:RL) reported Q3 earnings and revenue that surpassed Wall Street estimates due to strong holiday demand and continued spending by high-income consumers. Despite the positive results, the luxury retailer's shares dropped 8% before the opening bell, partly due to an expected Q4 margin contraction from higher tariffs. The company also raised its fiscal 2026 revenue and operating margin outlook.
Jefferies Financial Group Lowers Ralph Lauren (NYSE:RL) Price Target to $410.00
Jefferies Financial Group has lowered its price target for Ralph Lauren (NYSE:RL) from $425.00 to $410.00, but maintained a "buy" rating, indicating a potential 19.38% upside. The adjustment follows Ralph Lauren's strong Q3 earnings, which beat estimates for both EPS and revenue, though the company warned of a potential Q4 margin impact due to U.S. tariffs. Despite the lowered price target, analysts generally hold a "Moderate Buy" consensus rating for the stock.
Luxury Reimagined: Analyzing the Record-Breaking Surge of Tapestry (TPR) in 2026
Tapestry, Inc. (TPR) saw a significant surge in its stock price, closing at a record high of $143.19 after reporting strong Fiscal Second Quarter 2026 results. This performance is attributed to the success of its "Amplify" strategy and a renewed focus on organic growth following the blocked acquisition of Capri Holdings. The article delves into the company's strategic pivot, financial health, and future prospects in the accessible luxury market.
Snap-on's Q4 Earnings Beat Estimates, Higher Organic Sales Aid
Snap-on Inc. reported strong fourth-quarter 2025 results, with both earnings and net sales surpassing Zacks Consensus Estimates and showing year-over-year growth. The company achieved earnings of $4.94 per share and net sales of $1.232 billion, driven by organic sales increases and positive foreign currency fluctuations. Despite some segment-specific variations, management anticipates continued resilience and plans to advance core growth strategies in 2026.
Tapestry quarterly revenue jumps 14% to $2.5 billion
Tapestry Inc., the parent company of Coach and Kate Spade, reported a 14% increase in revenue to $2.5 billion for the second quarter of its 2026 financial year. Gross profits rose by 16% to $1.89 billion, and operating income increased by 45% to $716.4 million. The company attributed this growth to its Amplify strategy, strong consumer engagement, and significant performance in Greater China and Europe, leading to an raised outlook for the full fiscal year.
PVH Corp. Announces Quarterly Dividend of $0.04 (NYSE:PVH)
PVH Corp. announced a quarterly dividend of $0.0375 per share, payable on March 25, 2026, to shareholders of record on March 4, implying a 0.2% yield. The company's dividend is well-covered with a payout ratio of 1.1%, and institutional investors own a significant portion of its shares. PVH recently surpassed quarterly EPS expectations and provided optimistic FY 2025 guidance.
Ralph Lauren beats Q3 on strong holiday demand but shares dive
Ralph Lauren (NYSE:RL) exceeded Wall Street's profit and revenue forecasts for its third quarter, driven by strong holiday season sales and consistent demand from high-income consumers. Despite the positive results, the luxury retailer's shares dropped 8% before the market opened due to an anticipated margin contraction in Q4, attributed to higher U.S. tariffs. The company also raised its full-year fiscal 2026 revenue and operating margin outlook.
Ralph Lauren Corporation Reports Strong Q3 Fiscal 2026 Results
Ralph Lauren Corporation reported strong financial results for Q3 Fiscal 2026, with revenue increasing by 12% to $2.4 billion and diluted EPS up 25% to $5.82. The company saw significant growth across all geographies, particularly in Asia, and raised its full-year Fiscal 2026 outlook due to balanced growth and strategic initiatives. Ralph Lauren returned $500 million to shareholders and expanded its store presence globally.
Does Zegna’s (ZGN) Flat 2025 Revenue Hint At Brand Resilience Or Fading Momentum?
Ermenegildo Zegna N.V. reported largely flat revenues for Q4 2025 and a slight full-year decline, which analysts interpret as a call for sharpened focus on execution by the new leadership. While this does not drastically alter the long-term investment narrative, it highlights the importance of managing margins, capital allocation, and brand investment amidst modest revenue trends. The company's premium valuation and leadership transition risk necessitate a careful examination of various viewpoints before making investment decisions.
Columbia Sportswear Q4 Earnings Beat Estimates, Sales Down Y/Y
Columbia Sportswear (COLM) reported better-than-expected Q4 2025 earnings and sales, despite both metrics declining year-over-year. The company's earnings of $1.73 per share surpassed estimates of $1.22, and net sales of $1.07 billion exceeded the Zacks Consensus Estimate. While domestic sales faced challenges, international markets showed growth, and the company's "ACCELERATE Growth Strategy" is showing early positive signs, according to management.
Earnings call transcript: Ralph Lauren Q3 2026 beats forecasts, stock drops
Ralph Lauren (RL) reported robust financial results for Q3 2026, surpassing both EPS and revenue forecasts with an EPS of $6.22 and revenue of $2.41 billion. Despite this strong performance, the stock dropped 5.49% in premarket trading, suggesting investor concerns possibly related to future market conditions or margin pressures. The company has raised its fiscal 2026 revenue guidance and remains focused on brand elevation, digital capabilities, and expanding its global presence.
Principal Financial Group Inc. Trims Stake in PVH Corp. $PVH
Principal Financial Group Inc. reduced its stake in PVH Corp. by 10.6% in the third quarter of 2025, selling 65,114 shares and holding 551,350 shares valued at $46.19 million. Despite this, PVH exceeded Q3 earnings expectations with EPS of $2.83 against an estimate of $2.56, and provided optimistic guidance for Q4 2025 and FY2025. Analyst sentiment for PVH is mixed, with an average "Hold" rating and a mean price target of $91.60.
Columbia Sportswear Q4 Earnings Beat Estimates, Sales Down Y/Y
Columbia Sportswear (COLM) reported better-than-expected Q4 2025 results, with earnings of $1.73 per share and net sales of $1,070.2 million, both surpassing Zacks Consensus Estimates. Despite beating estimates, both sales and earnings declined year-over-year. The company provided an outlook for 2026, projecting net sales growth between 1% and 3% and EPS between $3.20 and $3.65.
Electronic Arts Q3 Earnings and Revenues Increase Year Over Year
Electronic Arts (EA) reported a strong third quarter for fiscal 2026, with earnings up 70.3% year over year to $4.82 per share and revenues increasing 1% to $1.9 billion. This growth was primarily fueled by the successful launch of Battlefield 6, which became the best-selling shooter title of 2025, and continued strong performance from EA SPORTS FC and Apex Legends. The company's net bookings surged 38% year over year to $3.05 billion, despite a slight decline in live services and console revenues.
Electronic Arts Q3 Earnings and Revenues Increase Year Over Year
Electronic Arts (EA) reported a significant increase in its fiscal Q3 earnings and revenues, driven by the successful launch of Battlefield 6. Earnings per share jumped 70.3% year over year to $4.82, and revenues grew 1% to $1.9 billion. The company also saw net bookings rise 38% to $3.05 billion and declared a quarterly cash dividend of 19 cents per share.
Tapestry (TPR) Reports Q4: Everything You Need To Know Ahead Of Earnings
Tapestry (NYSE:TPR) is set to report its Q4 earnings before market hours this Thursday. Analysts expect a 5.9% year-on-year revenue growth to $2.32 billion and adjusted earnings of $2.23 per share. The company has a history of beating revenue estimates and analysts have reconfirmed their estimates, suggesting stability in its business performance leading into the earnings report.
Is It Time To Reassess VF Corp (VFC) After Brand Portfolio Shake Up And Price Slide
VF Corp (VFC) shares are down significantly over the long term, despite recent short-term gains, leading investors to re-evaluate the company's valuation after brand portfolio and management changes. While a Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 15.5%, its Price-to-Earnings (P/E) ratio of 35.8x indicates it is overvalued compared to industry and peer averages. The article encourages investors to use "Narratives" on Simply Wall St to align their personal investment views with financial models and current market data.
This Week's 5 Must-See Earnings Charts
This article highlights five companies with impressive earnings surprise records that investors should watch this week. These include Qualcomm (QCOM), e.l.f. Beauty (ELF), Ralph Lauren (RL), Reddit (RDDT), and Affirm Holdings (AFRM). Each company has demonstrated consistent beats on earnings expectations and is projected to see significant earnings growth in 2026.
Sony's Q3 Earnings on Deck: Can Gaming Strength Offset FX Volatility?
Sony Group Corporation is set to report its Q3 fiscal 2025 earnings on February 5, 2026, with analysts expecting a decline in earnings and revenues, primarily due to FX volatility. Despite this, strong performance in its Game & Network Services, Music, and Imaging & Sensing Solutions segments is anticipated to partially offset these challenges. The company is actively expanding through acquisitions, strategic partnerships, and new product launches to drive future growth.
Spectrum Brands to Report Q1 Earnings: What's in the Offing?
Spectrum Brands (SPB) is projected to report significant top and bottom-line declines for its first-quarter fiscal 2026 results due to macroeconomic headwinds, global trade volatility, and weak consumer confidence, especially in European markets. The company's revenues are estimated to drop by 4.9% to $666 million, and EPS is expected to decrease by 24.5% to 77 cents. Despite efforts to enhance brand equity and operational efficiencies, the Zacks Model does not predict an earnings beat for SPB, which currently holds a Zacks Rank #4 (Sell).
Snap-on's Pre-Q4 Earnings Snapshot: Time to Buy the Stock?
Snap-on (SNA) is expected to report modest growth in its top and bottom lines for Q4 2025 earnings on February 5, 2026, driven by a strong auto repair market and ongoing product innovation. Despite favorable market conditions and an attractive valuation, the Zacks Model does not conclusively predict an earnings beat due to a 0.00% Earnings ESP and a Zacks Rank of 3. Macroeconomic pressures and international market softness, particularly in Europe and Asia, remain headwinds for the company.
The Bull Case For G-III Apparel Group (GIII) Could Change Following New French Connection Licensing Deal
G-III Apparel Group has entered into a long-term licensing deal with French Connection Group, effective February 1, 2026, to distribute apparel and accessories in North America. This partnership aligns with G-III's strategy as a brand-licensing operator, leveraging its existing wholesale and retail networks to potentially broaden its premium fashion distribution. While the deal is unlikely to immediately impact near-term financials, it could rebalance risk towards execution on new licenses rather than revenue contraction.
VF Corp (VFC) Q3 Profit Rebound Tests Valuation Concerns In Bullish Narratives
VF Corp (VFC) reported Q3 2026 results with US$2.9 billion revenue and basic EPS of US$0.77, swinging from losses to a profit of US$300.8 million. This return to profitability and a forecast earnings growth of 28.8% annually support a bullish narrative, despite a historical 40% yearly decline in earnings over five years. The stock trades at a high P/E of 35.1x, but is 22.4% below a DCF fair value of US$25.91, raising valuation questions amidst revenue growth forecasts of only 1.7% annually, along with concerns about a one-off loss and debt coverage.
Dollar General and Banco De Chile have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Dollar General (DG) as its "Bull of the Day" due to its strong performance in a value-seeking market, improved earnings estimates, and strategic investments. Conversely, Banco De Chile (BCH) has been identified as the "Bear of the Day" due to declining analyst estimates, slowing loan growth, and a challenging economic environment in Chile. The article also touches upon challenges faced by premium apparel brands like lululemon (LULU), Ralph Lauren (RL), and Under Armour (UAA) due to weak U.S. traffic trends.
