Industry Breadth, Robust Buyer Demand and Platform Operating Leverage Drive Growth and Profitability Industry Breadth, Robust Buyer Demand and Platform Operating Leverage Drive Growth and Profitability
Industry Breadth, Robust Buyer Demand and Platform Operating Leverage Drive Growth and Profitability Industry Breadth, Robust Buyer Demand and Platform Operating Leverage Drive Growth and Profitability
First Chinese Tanker Attacked Near Hormuz As Beijing Urges Waterway Reopened There have certainly been escalating tensions in the Strait of Hormuz this week amid a wave of Iranian attacks on commercial ships after a U.S. military effort to escort merchant vessels through the maritime chokepoint. By midweek, tensions had simmered, and Iran is still reviewing a 14-point U.S. proposal to end the war,...
First Chinese Tanker Attacked Near Hormuz As Beijing Urges Waterway Reopened There have certainly been escalating tensions in the Strait of Hormuz this week amid a wave of Iranian attacks on commercial ships after a U.S. military effort to escort merchant vessels through the maritime chokepoint. By midweek, tensions had simmered, and Iran is still reviewing a 14-point U.S. proposal to end the war, with Tehran expected to send its response to Pakistani mediators later today. President Trump said talks with Iran have been "very good" and suggested a deal remains possible. Iran's Foreign Ministry confirmed the U.S. proposal is still under review. But when chaos erupted on the world's most critical waterway at the beginning of the week, a new report said that a large refined-products tanker owned by a Chinese shipowner was attacked off the UAE's Al Jeer port on Monday, according to Reuters . Beijing-based business media outlet Caixin reported that the vessel's deck erupted in flames after the attack. The outlet noted the vessel was marked "CHINA OWNER & CREW." A shipping industry source told Caixin that this was the first time a Chinese tanker was hit in the three-month-long war, calling it "psychologically very hard to accept." Shortly after the Chinese tanker was attacked, it became clear why, two days later on Wednesday, China's Foreign Minister Wang Yi called for the swift reopening of the Hormuz chokepoint. "The international community shares a common concern for the restoration of normal and safe passage of the strait," Foreign Minister Wang Yi told Iran's Abbas Araghchi, according to an official Chinese statement. "China hopes that the parties concerned will respond to the strong appeal of the international community as soon as possible." China's urgency to resolve the highly disrupted Hormuz chokepoint comes just over a week before President Trump flies to Beijing to meet with President Xi Jinping. The big question is whether China will cooperate with the U.S. t...
Hong Kong restaurants will be able to apply for licences from May 18 to allow dogs under a new scheme, with the first designated venues expected to admit pets from July. The Food and Environmental Hygiene Department said on Thursday that applications would open on May 18 and close on June 8. In the first phase, applications will be capped at 1,000 restaurants. If the number exceeds the quota, plac...
Hong Kong restaurants will be able to apply for licences from May 18 to allow dogs under a new scheme, with the first designated venues expected to admit pets from July. The Food and Environmental Hygiene Department said on Thursday that applications would open on May 18 and close on June 8. In the first phase, applications will be capped at 1,000 restaurants. If the number exceeds the quota, places will be allocated by ballot. Restaurants larger than 20 square metres (215 square feet) are...
Marine Products press release ( MPX ): Q1 Non-GAAP EPS of $0.05. Revenue of $66.5M (+12.7% Y/Y). More on Marine Products MasterCraft And Marine Products: The Merger Is Uneven Top-yielding consumer discretionary stocks amid war-driven global energy shock Historical earnings data for Marine Products Dividend scorecard for Marine Products Financial information for Marine Products
Marine Products press release ( MPX ): Q1 Non-GAAP EPS of $0.05. Revenue of $66.5M (+12.7% Y/Y). More on Marine Products MasterCraft And Marine Products: The Merger Is Uneven Top-yielding consumer discretionary stocks amid war-driven global energy shock Historical earnings data for Marine Products Dividend scorecard for Marine Products Financial information for Marine Products
According to a recent SEC filing , Dunhill Financial, LLC increased its position in the First Trust Global Tactical Commodity Strategy Fund (NASDAQ:FTGC) by 187,798 shares during the first quarter of 2026. The estimated transaction value was $4.8 million, calculated using the average closing price for the quarter. The position's quarter-end value increased by $7.3 million, reflecting both share pu...
According to a recent SEC filing , Dunhill Financial, LLC increased its position in the First Trust Global Tactical Commodity Strategy Fund (NASDAQ:FTGC) by 187,798 shares during the first quarter of 2026. The estimated transaction value was $4.8 million, calculated using the average closing price for the quarter. The position's quarter-end value increased by $7.3 million, reflecting both share purchases and market price movement. The First Trust Global Tactical Commodity Strategy Fund (FTGC) is an actively managed ETF that provides diversified exposure to commodity markets through a tactical, flexible approach. Dunhill Financial's decision to expand its FTGC stake by roughly 50% -- going from roughly 377,000 shares at the end of 2024 to nearly 565,000 at the end of Q1 2026 -- goes beyond a routine portfolio tweak. This quarter’s $4.8 million buy represents 1.1% of the firm’s AUM -- while the total FTGC position now represents roughly 3.8% of AUM -- making it a meaningful commitment to increased commodity exposure. Continue reading
Arm Holdings (NASDAQ:ARM) reported quarterly earnings and guidance that surpassed Wall Street expectations, while highlighting strong customer demand for its recently launched artificial intelligence-focused data center processor. Despite the upbeat results, U.
Arm Holdings (NASDAQ:ARM) reported quarterly earnings and guidance that surpassed Wall Street expectations, while highlighting strong customer demand for its recently launched artificial intelligence-focused data center processor. Despite the upbeat results, U.
Countries worldwide scrambled on Thursday to trace people who had left the cruise ship hit by a hantavirus outbreak before it got marooned off the coast of Cabo Verde, to prevent further spread of the disease. Three people – a Dutch couple and a German national – died in the outbreak on the MV Hondius. Eight people, including a Swiss citizen, were suspected to have contracted the virus, according...
Countries worldwide scrambled on Thursday to trace people who had left the cruise ship hit by a hantavirus outbreak before it got marooned off the coast of Cabo Verde, to prevent further spread of the disease. Three people – a Dutch couple and a German national – died in the outbreak on the MV Hondius. Eight people, including a Swiss citizen, were suspected to have contracted the virus, according to the World Health Organization. The vessel’s operator, Oceanwide Expeditions, said 29 passengers...
Warby Parker press release ( WRBY ): Q1 GAAP EPS of $0.03 misses by $0.02 . Revenue of $242.45M (+8.3% Y/Y) beats by $2.97M . Drove Active Customer growth of 4.8% to 2.69 million on a trailing 12-month basis, and Average Revenue per Customer of $331, up 6.9% year over year. Delivered operating cash flow of $24.5 million and Free Cash Flow (1) of $8.4 million, ending the quarter with $288.2 million...
Warby Parker press release ( WRBY ): Q1 GAAP EPS of $0.03 misses by $0.02 . Revenue of $242.45M (+8.3% Y/Y) beats by $2.97M . Drove Active Customer growth of 4.8% to 2.69 million on a trailing 12-month basis, and Average Revenue per Customer of $331, up 6.9% year over year. Delivered operating cash flow of $24.5 million and Free Cash Flow (1) of $8.4 million, ending the quarter with $288.2 million in cash and cash equivalents. Opened 14 net new stores during the quarter, ending Q1 with 337 stores. Announced 25 million pairs of glasses distributed through the Buy a Pair, Give a Pair program. 2026 Outlook For the full year 2026, Warby Parker is reaffirming its guidance as follows: Net revenue of $959 to $976 million vs. consensus of $980.78M , representing approximately 10% to 12% growth versus full year 2025. Adjusted EBITDA (1) of $117 to $119 million, which equates to an Adjusted EBITDA Margin (1) of 12.2% across the revenue range, and 130 basis points of year-over-year expansion. 50 new store openings. More on Warby Parker Warby Parker: Focus On AI Glasses While Macro Slows (Rating Upgrade) Warby Parker: Not Worth Its Premium As Growth Slows (Rating Downgrade) Warby Parker Inc. 2025 Q4 - Results - Earnings Call Presentation Warby Parker outlines launch of AI glasses and targets 10%–12% revenue growth in 2026 while expanding omnichannel footprint Warby Parker GAAP EPS of -$0.05 misses by $0.07, revenue of $211.2M misses by $1.86M
Nomad Foods press release ( NOMD ): Q1 Non-GAAP EPS of € 0.23 beats by € 0.01 . Revenue of € 715M (-5.9% Y/Y) misses by € 98.14M . Gross margin contracted 210 bps Profit decreased 12% to €29 million, Adjusted EBITDA decreased 22.9% to €93 million More on Nomad Foods Nomad Foods: Macro Headwinds Set To Go From Bad To Worse Nomad Foods' Pricing And Share Cycle Starts To Offer A Cautious Buy Opportun...
Nomad Foods press release ( NOMD ): Q1 Non-GAAP EPS of € 0.23 beats by € 0.01 . Revenue of € 715M (-5.9% Y/Y) misses by € 98.14M . Gross margin contracted 210 bps Profit decreased 12% to €29 million, Adjusted EBITDA decreased 22.9% to €93 million More on Nomad Foods Nomad Foods: Macro Headwinds Set To Go From Bad To Worse Nomad Foods' Pricing And Share Cycle Starts To Offer A Cautious Buy Opportunity Nomad Foods Limited 2025 Q4 - Results - Earnings Call Presentation Nomad Foods Q1 2026 Earnings Preview Nomad Foods gives Q4 results
(RTTNews) - Enerflex (EFX.TO, EFXT) reported that its first quarter net earnings increased to $43 million from $24 million, prior year. EBITDA was $110 million compared to $105 million. Adjusted EBITDA increased to $137 million from $113 million. First quarter revenue was $584 mi
(RTTNews) - Enerflex (EFX.TO, EFXT) reported that its first quarter net earnings increased to $43 million from $24 million, prior year. EBITDA was $110 million compared to $105 million. Adjusted EBITDA increased to $137 million from $113 million. First quarter revenue was $584 mi
Tapestry press release ( TPR ): Q1 Non-GAAP EPS of $1.66 beats by $0.36 . Revenue of $1.92B (+24.7% Y/Y) beats by $130M . 2026 Financial Outlook Revenue in the area of $7.95 billion, representing reported growth of approximately 14% versus prior year on a nominal basis and 13% in constant currency; excluding Stuart Weitzman, pro forma revenue is expected to grow approximately 17% on a nominal basi...
Tapestry press release ( TPR ): Q1 Non-GAAP EPS of $1.66 beats by $0.36 . Revenue of $1.92B (+24.7% Y/Y) beats by $130M . 2026 Financial Outlook Revenue in the area of $7.95 billion, representing reported growth of approximately 14% versus prior year on a nominal basis and 13% in constant currency; excluding Stuart Weitzman, pro forma revenue is expected to grow approximately 17% on a nominal basis and 16% in constant currency. Foreign currency is expected to be an 80-basis point benefit to topline results in the fiscal year. This is above prior guidance for revenue to be over $7.75 billion; Operating margin of approximately 23%, representing expansion of approximately 300 basis points versus prior year. This is above previous guidance for an increase of approximately 180 basis points versus prior year. Based on the strength of the underlying business, the Company expects to more than offset a negative tariff and duty headwind of approximately 120 basis points, resulting in both gross margin expansion and SG&A leverage anticipated for Fiscal 2026; Net interest expense of approximately $60 million, compared to prior guidance of approximately $65 million; Tax rate of approximately 17.5%, compared to prior guidance of approximately 17%; Weighted average diluted share count of approximately 210 million, compared to prior guidance of approximately 211 million; Earnings per diluted share in the area of $6.95, representing growth of over 35% versus prior year, and exceeding previous guidance of $6.40 to $6.45; Adjusted free cash flow approaching $1.6 billion, an increase from prior guidance of in the area of $1.5 billion. Shares +3% PM. More on Tapestry Tapestry: Coach Skyrockets In A Tough Consumer Economy (Upgrade) Tapestry: Great Story, But A Short Growth Runway And An Overly Optimistic Mr. Market Tapestry: Strong Fundamentals, But Stretched Valuation (Rating Downgrade) Tapestry FQ3 2026 Earnings Preview Apparel, footwear, and luxury stocks see a relief rally after the ...
US Foods press release ( USFD ): Q1 Non-GAAP EPS of $0.78 misses by $0.03 . Revenue of $9.6B (+2.1% Y/Y) misses by $60M . Total case volume increased 1.4%; independent restaurant case volume increased 4.6% Net sales increased 2.8% to $9.6 billion Gross profit increased 2.4% to $1.7 billion Net income increased 0.9% to $116 million Adjusted EBITDA1 increased 6.2% to $413 million Diluted EPS increas...
US Foods press release ( USFD ): Q1 Non-GAAP EPS of $0.78 misses by $0.03 . Revenue of $9.6B (+2.1% Y/Y) misses by $60M . Total case volume increased 1.4%; independent restaurant case volume increased 4.6% Net sales increased 2.8% to $9.6 billion Gross profit increased 2.4% to $1.7 billion Net income increased 0.9% to $116 million Adjusted EBITDA1 increased 6.2% to $413 million Diluted EPS increased 6.1% to $0.52. Outlook for Fiscal Year 20262 The Company is reaffirming its Fiscal Year 2026 guidance provided on February 12, 2026 of: Net Sales growth of 4% to 6% Adjusted EBITDA growth of 9% to 13% Adjusted Diluted EPS growth of 18% to 24% More on US Foods US Foods Holding Isn't Tasty Enough For An Upgrade US Foods Holding: A Truly Defensive Winner Of The Trade-Down Economy US Foods Holding Corp. (USFD) Presents at Consumer Analyst Group of New York Conference 2026 - Slideshow US Foods Q1 2026 Earnings Preview U.S. struggles to define ‘ultraprocessed foods’ as Kennedy pushes crackdown