Market Sentiment - The stock markets are currently at all-time highs, leading to hesitance in investing new capital into equities at this time [1] - There is a preference for "growth at a reasonable price" stocks that have independent catalysts to outperform the broader market [1] Analyst Background - Gary Alexander has extensive experience covering technology companies on Wall Street and working in Silicon Valley, as well as advising seed-round startups [1] - He has been a contributor on Seeking Alpha since 2017 and has been quoted in various web publications [1] Investment Position - The analyst holds a beneficial long position in the shares of URBN through stock ownership, options, or other derivatives [2]

Core Insights - Ralph Lauren Corporation (RL) reported strong fourth-quarter fiscal 2025 results, with both top and bottom lines increasing year over year and exceeding the Zacks Consensus Estimate, highlighting the company's brand momentum and strategic execution [1][2] Financial Performance - Adjusted earnings per share for RL were $2.27, surpassing the consensus estimate of $2.00, and reflecting a 32.7% increase from $1.71 in the same quarter last year [2] - Net revenues grew 8% year over year to $1,697 million, exceeding the Zacks Consensus Estimate of $1,635 million, with a 10% increase on a constant-currency basis [2] - Global direct-to-consumer comparable store sales increased by 13%, supported by brand elevation and positive retail comps across all regions and channels [3] Segment Performance - North America: Revenues increased 6% year over year to $705 million, with retail channel comps rising 9% [4] - Europe: Revenues rose 12% year over year to $526 million, with retail channel comps up 18% and digital sales increasing by 25% [5] - Asia: Revenues increased 9% year over year to $432 million, with comps up 15% [6] Margins and Costs - Adjusted gross profit margin expanded by 200 basis points year over year to 68.6%, driven by favorable product mix and lower cotton costs [8] - Adjusted operating expenses rose 9% year over year to $990 million, with operating margin increasing by 160 basis points to 10.3% [9] Financial Position - As of the end of fiscal 2025, RL had cash and short-term investments of $2.1 billion, total debt of $1.1 million, and total shareholders' equity of $2.6 billion [10] - The company repurchased nearly $425 million of Class A Common Stock in fiscal 2025 and announced a new $1.5 billion share repurchase program [11] Shareholder Returns - RL returned approximately $625 million to shareholders through dividends and stock repurchases, with a 10% increase in the quarterly cash dividend to $0.9125 per share [12] Outlook - For fiscal 2026, RL anticipates low-single-digit revenue growth in constant currency, with stronger momentum expected in the first half [14] - Management expects operating margin to expand modestly, with capital expenditures projected to be 4% to 5% of revenues [16]

JACKSON, Miss., May 22, 2025 /PRNewswire/ -- EastGroup Properties, Inc. (NYSE: EGP) (the "Company" or "EastGroup") announced today that its Board of Directors declared a quarterly cash dividend of $1.40 per share payable on July 15, 2025, to shareholders of record of Common Stock on June 30, 2025.  This dividend is the 182nd consecutive quarterly distribution to EastGroup's shareholders and represents an annualized dividend rate of $5.60 per share.  EastGroup has increased or maintained its dividend for 32 ...

Wall Street analysts rerated Zoom Communications, Inc ZM after the company reported its first-quarter results on Wednesday.Zoom reported quarterly earnings of $1.43 per share, which beat the analyst consensus estimate of $1.31. Quarterly revenue reached $1.17 billion, which met the Street estimate.Zoom raised its fiscal 2026 adjusted EPS guidance from $5.34-$5.37 to $5.56-$5.59, versus the $5.41 analyst estimate, and raised its revenue outlook from a range of $4.79 billion-$4.79 billion to a new range of $4 ...

Adidas and Puma are likely to hike prices for running shoes and sportswear in the United States, following Nike’s lead, analysts and investors said on Thursday, as US tariffs on imports drive costs up for retailers.Nike on Wednesday said it would raise prices next week, charging up to $10 more for shoes currently costing more than $150, while keeping prices stable for products under $100. It is the biggest sportswear company by sales and market cap.“That was the moment Adidas and Puma were waiting for,” sai ...

NEW YORK, May 22, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Iovance Biotherapeutics, Inc. ("Iovance" or the "Company") (NASDAQ: IOVA) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Iovance investors who were adversely affected by alleged securities fraud between May 9, 2024 and May 8, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/iovance-biotherapeutics ...

When investors choose to risk their capital in an individual company, they must be aware that the stock market isn’t the one-sided machine it used to be a few decades ago. Thanks to the flow of information and availability in the digital space, today's market has become more interconnected than ever before. While that may increase the number of opportunities available to every investor, one major tradeoff must be considered. With more investment opportunities comes greater risk, which may not have been as a ...

After selling online pharmacy PillPack to Amazon seven years ago, the founding team is launching a new company that aims to make the experience of getting medical care "as easy as shopping online."PillPack founders TJ Parker and Elliot Cohen on Thursday launched a new venture called General Medicine. Parker and Cohen are joined by Ashwin Muralidharan, who most recently served as the technical adviser, or "shadow," to Amazon's top health executive Neil Lindsay.General Medicine is an online health-care market ...

NEW YORK, May 22, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Digimarc Corporation ("Digimarc Corporation" or the "Company") (NASDAQ: DMRC) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Digimarc Corporation investors who were adversely affected by alleged securities fraud between May 3, 2024 and February 26, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/ ...

Nu Holdings Ltd. (NU) has faced pressure recently, with its stock sliding nearly 16% over the past six months, a sharp contrast to the industry’s 23% growth.Image Source: Zacks Investment ResearchWhile NU’s decline stands out, peer performance offers a mixed picture. SoFi Technologies (SOFI) has also faced headwinds, declining 19% during the same period, reflecting broader volatility in the Latin American financial sector. On the other hand, Banco Santander (Brasil) S.A. (BSBR) has delivered gains, surging ...