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RH, Birkenstock, and Capri Holdings shares have all declined this year despite revenue growth, as investors weigh luxury brand strength against tariffs, debt, and shrinking margins.
ONON's broad growth and stronger DTC mix support momentum, but rising costs, wholesale restraint and U.S. tariffs make the lower valuation a mixed entry point.
ONON's 27.2% monthly slide has reset its valuation, but tariff risks, wholesale restraint and rising costs cloud the near-term opportunity.
ONON raised its 2026 gross-margin floor to 65%, but new U.S. tariffs and restrained wholesale shipments put second-half execution in focus.
By Karen Roman Amer Sports, Inc. (NYSE: AS) said second quarter revenue increased 32% to $1.63 billion and gross margin rose on net tariff refunds. Apparel revenue grew due the performance of its brands like Arc’teryx, Salomon and Wilson, it stated. Operating margin rose 820 basis points to 11.7% and adjusted net income increased 252% […] The post Amer Sports Shares Up After Strong 2Q Performance, Raises 2026 Guidance appeared first on ExecEdge.
With CPI dropping at 8:30 AM and the Strait of Hormuz near shutdown, Wall Street faces a pivotal morning that could swing stocks sharply in either direction, and analysts at Deutsche Bank, Oppenheimer, Berenberg, and others are already repositioning ahead of the numbers.
Futures for the Dow Jones Industrial Average and the other major stock indexes traded higher Tuesday, after it was reported the U.S. and Iran had reached "some sort of an arrangement" for a peace deal.
Investing.com - U.S. stock futures were little changed on Tuesday, as fading hopes for a deal to reopen the Strait of Hormuz kept oil prices elevated, while investors looked ahead to key U.S. inflation data for fresh clues on the Federal Reserve’s interest rate path.
Today Economic data: NFIB small-business index for July, existing home sales Earnings: Cardinal Health, Lumentum, CoreWeave, Super Micro, On Holding, Smithfield Foods Wednesday Inflation data: Consumer price index for July, 8:30 a.
Monday Earnings (a.m): Barrick Mining Earnings (p.m.): Simon Property, Rocket Lab, JBS, Hims & Hers Health, Trump Media Tuesday Economic data: NFIB small-business index for July, existing home sales Earnings: Cardinal Health, Lumentum, CoreWeave, Super Micro, On Holding, Smithfield Foods Wednesday Inflation data: Consumer price index for July, 8:30 a.
On Holding's Q1 earnings beat, margin gains and strong DTC, Asia-Pacific and apparel growth supported a higher profitability outlook despite tariff pressure.
On Holding pairs 20%-plus sales growth and wider margins with premium valuation, tariff exposure and rising investment demands that raise execution risk.
On Holding's 11.2% three-month gain reflects strong demand, margin expansion and global growth, but tariffs and valuation pose risks.
DECK is boosting growth quality through DTC gains, global demand and premium pricing, but tariffs and higher investments keep execution in focus.
Nike's fiscal Q4 2026 beat was bolstered by tariff refunds masking core weakness, as revenue fell 1% YOY and analysts cut price targets despite the earnings surprise.
FIGS' outlook rests on scrubwear strength, rising active customers and a global push, even as tariffs, freight and marketing spending pressure margins.
UBS analyst Jay Sole says AI will "accelerate GDP growth" that will fuel increased fashion and footwear spending by U.S. consumers.
An analyst firm is stepping back on price, but not on conviction. KeyBanc lowered its price target on On Holding to $43 from $58 while keeping its Overweight rating, framing the move as a recalibration tied to tariff exposure rather than a break in the long-term growth thesis. For investors weighing the premium athletic name, ... KeyBanc Cuts On Holding Price Target to $43: Tariff Concerns Pressure the Growth Story
The S&P 500 Index ($SPX ) (SPY ) today is down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.45%. June E-mini S&P futures (ESM26 ) are down -0.74%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.72%. June E-mini S&P futures (ESM26 ) are down -0.38%, and June E-mini Nasdaq futures...
8.45am: US CPI rises to three-year high US inflation last month was the highest in three years, due to rising energy, housing and food prices. The US consumer price index was up 3.8% year on year in April, up from 3.26% the month before. Month-on-month, CPI increased 0.6%, easing from...
Shares in On Holding AG jogged higher in New York pre-market trading after the Swiss sportswear brand backed by Swiss tennis legend Roger Federer reported record first-quarter sales and raised its profit margin outlook after making further progress in Asia and in clothing. Net sales rose...
Josh Lipton, host of Yahoo Finance's Asking for a Trend, breaks down what to watch out for on Tuesday, May 12th.
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