Core Viewpoint - V.F. Corporation (VFC) reported a narrower-than-expected loss per share in the fourth quarter of fiscal 2025, despite a sales miss, with revenues declining year over year but improvements in earnings and margins [1][2][3] Financial Performance - Adjusted loss per share was 13 cents, better than the Zacks Consensus Estimate of a loss of 15 cents, and improved from a loss of 30 cents per share in the same quarter last year [2] - Net revenues were $2.14 billion, down 5% year over year, and below the consensus estimate of $2.18 billion [2] - Adjusted gross margin expanded by 560 basis points to 53.4% due to lower material costs and improved inventory quality [3] Revenue Breakdown - Revenues in the Americas fell 6% year over year, while EMEA revenues decreased by 4% and APAC revenues were flat [5] - Wholesale revenues declined by 4%, and direct-to-consumer revenues were down 5% year over year [6] - The Outdoor segment saw a revenue increase of 5% to $1.28 billion, while the Active segment declined by 18% to $645.3 million [7] Future Outlook - Management projects a revenue decline of 3-5% on a constant dollar basis for the first half of fiscal 2026, with Q1 expected to be the smallest quarter of the fiscal year [11] - An operating loss of $110-$125 million is anticipated for Q1, with gross margins expected to rise year over year [12] - Adjusted operating income is forecasted to expand year over year in fiscal 2026, with higher free cash flow expected compared to fiscal 2025 [13] Cost-Saving Initiatives - The company has achieved its initial target of $300 million in gross cost savings by the end of fiscal 2025 and aims for $500-$600 million in net operating income expansion through the next phase of its Reinvent program [10]

Core Insights - Arcutis Biotherapeutics has received FDA approval for ZORYVE (roflumilast) topical foam 0.3% for treating plaque psoriasis in patients aged 12 and older, marking a significant advancement in immuno-dermatology [1][5] - ZORYVE foam is a once-daily, steroid-free treatment that is now widely available, addressing the needs of nearly 9 million people in the U.S. living with plaque psoriasis, particularly those with scalp involvement [2][5] Product Details - ZORYVE foam demonstrated significant improvements in clinical trials, achieving Scalp-Investigator Global Assessment (S-IGA) Success in 66.4% of patients compared to 27.8% for the vehicle foam at Week 8 [8] - The foam also provided rapid itch relief, with 65.3% of patients experiencing a clinically significant reduction in scalp itch compared to 30.3% for the vehicle [10] - ZORYVE is indicated for both plaque psoriasis and seborrheic dermatitis, with a focus on hard-to-treat areas such as the scalp and body [14][15] Clinical Trial Results - The approval was supported by positive results from Phase 2 and pivotal Phase 3 trials, enrolling 736 adults and adolescents with mild to severe plaque psoriasis [7] - In the ARRECTOR study, 45.5% of individuals treated with ZORYVE foam achieved Body-IGA Success compared to 20.1% for the vehicle foam at Week 8 [8] - The treatment was well tolerated, with low incidence of adverse events, primarily mild to moderate in severity [12] Market Context - The approval of ZORYVE foam is the fifth for the product in less than three years, highlighting Arcutis' commitment to addressing urgent needs in dermatology [3][5] - The company aims to provide predictable access to ZORYVE through programs that assist patients with adherence and reduce out-of-pocket costs [4][21] Future Engagement - Arcutis will host a virtual Key Opinion Leader Event on June 2, 2025, to discuss the treatment landscape for plaque psoriasis, featuring insights from a leading expert [4][5]

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 ...