Retailer Cuts Guidance

Bristol Myers' stock decline in response to weak guidance is a gift to investors

The heart of our investment thesis in the drugmaker remains intact.

CNBC - 14h

Ford’s weak guidance sends automaker’s stock sliding

Carmaker raises alarm with a light guidance for the year, saying profits will be marred by “headwinds related to market factors.”

MarketWatch - 1d

Uber beats fourth-quarter revenue expectations but offers soft guidance

Uber's mobility segment reported $6.91 billion in revenue, up 25% from a year earlier. StreetAccount analysts were expecting $6.77 billion.

CNBC - 1d

Palantir soars 24% to record high as AI powers strong earnings and guidance

Palantir surged 24% on robust fourth-quarter results and guidance.

CNBC - 2d

Ferrari offers cautious guidance. The stock revs higher anyway.

Sports-car maker Ferrari reported a jump in fourth-quarter profit, buoyed by product mix even as shipments grew just 2%.

MarketWatch - 2d

Spirits maker Diageo removes medium-term guidance on U.S. tariff uncertainty

The drinks maker has come under pressure from investors amid falling sales, management changes, and a broader trend toward reduced alcohol consumption.

CNBC - 2d

Itsu’s self-service lesson for retailers on what robots do best

Many companies are considering greater automation as employment costs rise, but there are pitfalls

Financial Times - 2d

Diageo scraps growth guidance as US tariff threat dents outlook

Drinks maker reports weaker consumer demand and uncertainty over American trade policy

Financial Times - 2d

Visa gives rosy guidance as spending growth improves

Visa saw 9% growth in spending volume during the December quarter versus 8% in the September quarter.

MarketWatch - Jan. 31

Shoplifters 'out of control' and becoming more brazen, say retailers

Shoplifters are carrying out brazen acts of theft because they 'do not fear any consequences'.

BBC News - Jan. 30

Deutsche Bank is a victim of its own success as it hikes cost guidance

Deutsche Bank delivered bad news on spending, and investors weren’t happy.

MarketWatch - Jan. 30

Microsoft shares slip on weak quarterly revenue guidance

Microsoft intends to address execution challenges in its key cloud unit, while continuing to endure supply constraints.

CNBC - Jan. 30

Victoria’s Secret taps retail veteran as new CFO, but stock sells off

Victoria’s Secret is facing customers who are dealing with higher costs for more pressing needs.

MarketWatch - Jan. 29

Retail investors pour $900mn into Nvidia as they chase ‘buying opportunity’

Traders bought chipmaker shares at ‘astounding’ pace as stocks wobbled this week

Financial Times - Jan. 29

Retail investors may think tech stocks are overvalued, but they’re still bullish

The stock market just had two strong back-to-back years. While some retail investors are starting to get wary, many are still feeling bullish.

MarketWatch - Jan. 27

Trump Department of Education rescinds past guidance on book bans

The U.S. Department of Education’s Office for Civil Rights has announced that it is rescinding all past guidance issued against the removal of books.

ABC News - Jan. 25

Retail Closures Surged in 2024, and Could Double to 15,000 This Year

Experts say the rise in store shutterings is driven by rising online retail sales and consumers converging on big one-stop-shopping chains and platforms.

Inc. - Jan. 24

HCA sees an uptick in admissions, but mixed guidance keeps stock in check

Company books another 60 cents-a-share in losses from damage caused by last year’s hurricanes.

MarketWatch - Jan. 24

Profits at Indian banks dented as RBI curbs retail loans

Bad loan provisions also grow after millions of households loaded up on debt during ‘exuberant’ period

Financial Times - Jan. 24

American Airlines’ weaker-than-expected guidance ‘not as negative’ as it appeared, says analyst

American Airlines cited “present demand trends” and fuel-price forecasts as it predicted a first-quarter loss.

MarketWatch - Jan. 23

Retail crime 'queenpin' to pay millions in restitution to retailers for theft ring

The California mom who pleaded guilty to running an organized retail crime ring that stole millions of dollars in beauty products from Ulta Beauty and Sephora to resell on Amazon will now have to ...

NBC News - Jan. 22

Johnson & Johnson clears a few hurdles, but Wall Street focuses on weak guidance

Johnson & Johnson’s stock dropped more than 3% Wednesday after the medical-technology and drug company beat estimates for the fourth quarter but as lower sales guidance for the year stoked fears of ...

MarketWatch - Jan. 22

Retail crime 'queenpin' to pay millions in restitution to Ulta, other retailers for theft ring

Michelle Mack was accused of running a sprawling retail crime ring that targeted Ulta and Sephora stores across the country and will spend five years in prison.

CNBC - Jan. 22

Adidas Exceeds Profit Guidance After Sales Jump in Fourth Quarter

The German sporting-goods company said its operating profit climbed to €1.34 billion last year from €268 million in 2023.

The Wall Street Journal - Jan. 21

The Texans' defense is soaring off belief, guidance from DeMeco Ryans

As Houston prepares for its matchup in Kansas City, Ryans has his defense playing at its best.

ESPN - Jan. 18

Saab Expects Sales Growth to Top Guidance

The company said it experienced a stronger-than-expected final quarter of the year, with global defence spending surging as nations support Ukraine while restocking their own arsenals.

The Wall Street Journal - Jan. 17

British retail sales unexpectedly drop in December

Pound falls and gilts rally as investors bet on more interest rate cuts

Financial Times - Jan. 17

Retail investors flock to gilts in first two weeks of 2025

Platforms report surge in sales to take advantage of CGT exemption

Financial Times - Jan. 16

Outsourcing giant Infosys raised sales guidance for a third time. AI is helping.

Indian outsourcing giant Infosys on Thursday raised its sales outlook for the third time this year as the company said clients were increasingly adopting its artificial-intelligence services.

MarketWatch - Jan. 16

Wells Fargo shares jump after earnings beat, strong 2025 guidance

The lender expects 2025 net interest income, a key measure of what a bank makes on lending, to be 1% to 3% higher than 2024's number of $47.7 billion.

CNBC - Jan. 15

Experian Posts Revenue Growth in Line With Guidance

The company reported total revenue growth of 8% at constant exchange rates for the third quarter of fiscal 2025, and confirmed its guidance for the year.

The Wall Street Journal - Jan. 15

Malaysia Retailer Eco-Shop to Tap Investors Ahead of IPO

The Malaysian discount-store retailer aims to start tapping investors early next week ahead of a planned initial public offering valuing the company at over $1 billion, people familiar with the ...

The Wall Street Journal - Jan. 15

Retailers post early holiday results — and Wall Street isn’t impressed

Lululemon, Abercrombie & Fitch and American Eagle all hiked their holiday guidance, but Abercrombie's growth is slowing.

CNBC - Jan. 13

Google Joins the AI Shopping Revolution With Agent Tools for Retailers

The next stage of AI development, which lets the technology act with more autonomy and performs some customer service actions, is being applied to an industry that must constantly embrace change.

Inc. - Jan. 13

Memories of rosy Christmas fade as UK retailers brace for tough 2025

Groups including Sainsbury’s, Next and M&S warn of higher prices and weaker demand as costs and inflation rise

Financial Times - Jan. 10

Wayfair to exit Germany, cut 730 jobs as it looks to focus on physical retail

Wayfair, an early e-commerce disruptor, wants to focus more on physical retail and has decided to exit the German market and cut 730 jobs as a result.

CNBC - Jan. 10

We're buying more of this retail stock that's showing positive sales momentum

The company is having a nice fourth quarter, according to a note published by Truist on Friday.

CNBC - Jan. 10

The Fed Is in No Rush to Cut Rates

Fed officials have signaled that it will take more than one weak report to convince them that the labor market is deteriorating.

The New York Times - Jan. 10

Bang & Olufsen Confirms Guidance

The consumer-electronics company maintained its full-year guidance and said it is now ready to accelerate its strategic plan to drive profitable growth.

The Wall Street Journal - Jan. 10

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