21世纪经济报道记者高江虹实习生张贺芸 过去这一周，中国在放假过春节，国际市场大事依旧不断。 头部集团陆续披露财报，表现各异。爱马仕稳健增长并放缓提价幅度，Moncler业绩超预期聚焦美亚市场。人事层 面，Valentino、LVMH、梅西百货纷纷启用行业资深高管，优化核心团队以适配战略转型。零售与电商领域， Aritzia、eBay通过收购补位布局，无印良品加码欧洲市场寻求新增长；运动赛道上，New Balance实现逆势高增， 成为行业洗牌中的突出赢家。另有意大利多元化时尚集团Oniverse打通"日常时尚+高端生活"，跨界游艇、餐饮、 葡萄酒。 整体来看，行业仍处在变化的快车道上，企业纷纷通过业绩优化、人事调整、区域扩张等举措，应对市场变化与 行业竞争。 1.梅西百货挖走Saks Global高管Dayna Ziegler 2月20日，美国零售巨头梅西百货宣布，任命Dayna Ziegler为高级副总裁兼女装成衣总经理，该任命于3月2日正式 生效，Ziegler将向梅西首席采购官Nata Dvir汇报工作。 Ziegler此前任职于陷入破产保护程序的Saks Global，担任高级副总裁兼商品总经理，负 ...

21世纪经济报道记者高江虹实习生张贺芸 过去这一周，中国在放假过春节，国际市场大事依旧不断。 头部集团陆续披露财报，表现各异。爱马仕稳健增长并放缓提价幅度，Moncler业绩超预期聚焦美亚市 场。人事层面，Valentino、LVMH、梅西百货纷纷启用行业资深高管，优化核心团队以适配战略转型。 零售与电商领域，Aritzia、eBay通过收购补位布局，无印良品加码欧洲市场寻求新增长；运动赛道上， New Balance实现逆势高增，成为行业洗牌中的突出赢家。另有意大利多元化时尚集团Oniverse 打通 "日 常时尚 + 高端生活"， 跨界游艇、餐饮、葡萄酒。 整体来看，行业仍处在变化的快车道上，企业纷纷通过业绩优化、人事调整、区域扩张等举措，应对市 场变化与行业竞争。 1. 梅西百货挖走Saks Global 高管Dayna Ziegler 2月20日，美国零售巨头梅西百货宣布，任命Dayna Ziegler 为高级副总裁兼女装成衣总经理，该任命于3 月2日正式生效，Ziegler将向梅西首席采购官Nata Dvir汇报工作。 Ziegler 此前任职于陷入破产保护程序的Saks Global，担任高级副总 ...

Core Viewpoint - Despite high market uncertainty, certain consumer stocks are still considered undervalued and have potential for long-term gains [1] Group 1: Conagra Brands - Conagra Brands has seen a rally since early 2026 but remains down over 20% in the past year due to inflation and changing consumer habits [4] - The company has initiated "Project Catalyst," an AI-based initiative aimed at revamping its core business, though its success remains to be seen [5] - Potential recovery catalysts include selling underperforming brands and acquiring faster-growing ones, alongside a high dividend yield of 7.6% at current prices [6] Group 2: Macy's - Macy's shares have surged nearly 75% over the past six months due to cost-cutting measures, store closures, and targeting affluent customers [7] - The stock trades at a low valuation of 12 times forward earnings compared to competitors like Kohl's at nearly 20 times [8] - The recent bankruptcy of competitor Saks Global may provide Macy's with further opportunities for valuation expansion [9] Group 3: Signet Jewelers - Signet Jewelers' shares have increased by 80% over the past year, driven by successful changes under CEO J.K. Symancyk [10] - The company has embraced lab-grown diamonds and differentiated its retail brands, leading to better-than-expected quarterly results, although earnings growth for the fiscal year is estimated at only 4% [11] - Forecasts for the current fiscal year suggest earnings growth could reach 19.7%, indicating potential for valuation expansion from its current low of 8.5 times forward earnings [12]

These 3 Popular Retailers Could Be Gone by Christmas - 24/7 Wall St.[S&P 5006,840.20 -0.29%][Dow Jones49,257.50 -0.23%][Nasdaq 10024,668.20 -0.47%][Russell 20002,640.03 -0.84%][FTSE 10010,694.10 +0.12%][Nikkei 22556,703.00 -0.68%][Investing]# These 3 Popular Retailers Could Be Gone by Christmas### Quick ReadDollar Tree (DLTR) generated $88M in free cash flow last quarter but completed $1.5B in share repurchases.Kohl's posted $8M in quarterly net income with cash reserves of $144M against $15.75B in annual r ...

Macy’s is closing stores again. If you own shares of the retailer, it’s natural to wonder whether it’s a warning sign and you need to sell, or it’s part of a larger restructuring plan and you’re better off holding on. Here’s what the numbers actually show. How Many Stores Has Macy’s Closed? Macy’s closed 66 stores in 2025 as part of its larger restructuring strategy, as GOBankingRates previously reported. The closures were part of the retailer’s previous announcement to close down 150 underperforming st ...

花旗在第四季度财报前将梅西百货列入30 天上行催化剂观察名单。 来源：滚动播报 ...

Core Viewpoint - Myriad Uranium Corp. has entered into a merger agreement with Rush Rare Metals Corp., where Myriad will acquire 100% of Rush's common shares through a statutory plan of arrangement, enhancing its ownership of the Copper Mountain Uranium Project in Wyoming [1][2]. Acquisition Details - Myriad will issue one common share for every 1.85 Rush shares, resulting in an exchange ratio of 0.5405 Myriad shares for each Rush share [2]. - All convertible securities of Rush will be replaced with Myriad's convertible securities, adjusted according to the exchange ratio [2]. Strategic Importance - The merger aims to unify ownership of the Copper Mountain Uranium Project, which is seen as a significant value catalyst for Myriad, simplifying decision-making and improving capital efficiency [3][8]. - Copper Mountain is regarded as a strategic domestic source of uranium, with historical investments supporting its potential [4][5]. Project Development - Myriad has made significant progress in rebuilding the project's data archive and conducting drilling and surveys, with results expected soon [5]. - The project has re-emerged as a key uranium asset in the U.S., particularly in favorable jurisdictions like Wyoming [5]. Shareholder Benefits - The exchange ratio offers an 18% premium to Rush shareholders based on the closing prices prior to the merger announcement, and a 22% premium based on a 20-day volume-weighted average price [6]. Spin-off Details - Rush will create a subsidiary, Rush Spinco, to which it will transfer its Boxi Property in Quebec, with shareholders receiving shares in Rush Spinco in addition to Myriad shares [7]. Approval Process - The merger requires approval from Rush shareholders, the British Columbia Supreme Court, and the Canadian Securities Exchange, with a special meeting expected by May 2026 [9][10]. Fairness Opinions - Both companies have engaged financial advisors to provide fairness opinions regarding the merger, which are conditions for closing [11].

Market Overview - The U.S. stock market showed mixed results with the Dow Jones up by 0.46%, while the Nasdaq fell by 0.31% and the S&P 500 increased by 0.09% [1] - Major tech stocks experienced varied performance, with Nvidia rising by 0.7% and Amazon and Apple both declining by over 1% [3] Semiconductor Sector - Storage concept stocks continued to perform well, with Seagate Technology rising by 11%, Western Digital by over 8%, SanDisk by over 8%, and Micron Technology by over 3% [3] - Micron Technology announced that its new NAND flash wafer plant is on track to begin shipments in the second half of 2028, with HBM4 customer shipments expected to increase in the first quarter of 2028, one quarter ahead of schedule. The CFO indicated that market demand exceeds supply, and this tight supply situation is expected to persist until after 2026 [3] Retail Sector - Major U.S. retailers saw collective gains, with Walmart rising over 2% to reach a historical high, Macy's up nearly 4%, Kohl's up nearly 3%, and Ross Stores up over 2% [4] - McDonald's reported a 9.5% year-over-year revenue increase to $7 billion for the fourth quarter, with adjusted earnings per share of $3.12, exceeding expectations [4] Software Sector - Software stocks faced significant sell-offs, with Cisco's stock plummeting over 9%, marking its largest drop in 2023. Despite an increase in AI demand leading to an upward revision of annual guidance, the gross margin guidance for the current quarter fell short of expectations [4] - Other software stocks showed mixed results post-earnings, with Fastly surging over 60%, HubSpot up over 10%, and Applovin dropping over 14% [4][5] Chinese Stocks - Chinese stocks listed in the U.S. experienced a collective decline, with the Nasdaq Golden Dragon China Index falling by 1.4%. Tencent Music dropped nearly 6%, while other companies like Huya, Boss Zhipin, and Beike fell over 4% [6] Commodity Market - Precious metals saw a decline, with spot gold down by 0.37% at $5065 per ounce and spot silver down by 1.43% at $83 per ounce [8] - International oil prices also fell, with Brent crude futures down about 1% to $68.75 per barrel and WTI crude futures down about 1% to $63.99 per barrel [8] Cryptocurrency Market - The majority of cryptocurrencies saw an increase, with Bitcoin rising by 0.96%, remaining below $68,000. In the last 24 hours, 118,000 individuals experienced liquidations [10][11]

Group 1: Walmart - Walmart serves over 270 million customers globally each week through its stores and websites [4] - The company reported a fiscal third-quarter operating profit of $7.2 billion, reflecting an 8% year-over-year growth [4] - Walmart generated free cash flow of $8.8 billion over the prior nine months, significantly exceeding its $5.6 billion dividend payout [5] - The company has a history of increasing dividends for over 50 consecutive years, earning the title of Dividend King [5] - Walmart's stock has increased by 169% over the past three years, outperforming the S&P 500's 70% gain [6] - The current dividend yield for Walmart is 0.7%, which is lower than the S&P 500's yield of 1.1% [6] Group 2: Macy's - Macy's is undergoing a turnaround plan that includes store revamps, closures, and a focus on luxury brands [7] - The company's fiscal third-quarter same-store sales increased by 3.4%, indicating early signs of effectiveness in its turnaround strategy [8]

Core Insights - Avolon, a prominent player in aviation finance, reported a strong financial performance for the full year 2025, with significant increases in revenue and net income [1]. Financial Highlights - Lease Revenue for FY25 reached US$2,751 million, an increase of US$169 million or 7% compared to FY24 [1]. - Total Revenue for FY25 was US$3,000 million, reflecting a US$202 million increase or 7% from the previous year [1]. - Operating Cashflow improved to US$2,144 million, up by US$136 million or 7% year-over-year [1]. - Net Income surged to US$591 million, marking a US$133 million increase or 29% from FY24 [1]. Balance Sheet Overview - As of December 31, 2025, Total Available Liquidity stood at US$10,659 million, a decrease of US$1,683 million or 14% from December 31, 2024 [1]. - Total Assets increased to US$34,418 million, up from US$33,637 million in the previous year [1].