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consumer-discretionary: Archive

Zacks Equity Research

Stock Market News for Dec 11, 2025

Wall Street closed sharply higher on Wednesday in a broad-based rally.

AMZNPositive Net Change CATPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Las Vegas Sands, Rush Street Interactive and Brightstar Lottery

LVS and peers navigate weak consumer spending and rising compliance costs as Macau strength and sports betting fuel select gains.

LVSPositive Net Change RSINo Net Change BRSLPositive Net Change

Zacks Equity Research

Victoria's Secret and Flower Foods have been highlighted as Zacks Bull and Bear of the Day

VSCO earns Bull of the Day as earnings estimates surge, while FLO takes the Bear slot on weakening trends and downward revisions.

ORCLPositive Net Change ADBENegative Net Change SNPSPositive Net Change FLOPositive Net Change VSCONegative Net Change

Mahak Lohia

Running Strong, Sportswear Soft: Can NIKE Balance Its Portfolio?

NKE posts strong running gains, but lingering Sportswear and China weaknesses pose challenges as its brand trio aims to regain full momentum.

NKEPositive Net Change LULUPositive Net Change ADDYYPositive Net Change

Sraddha Singha

Could Stride's Free Tutoring Initiative be Its Next Brand Win?

As LRN rolls out free ELA tutoring, could this high-impact initiative become its strongest brand differentiator amid rising ed-tech competition?

LRNPositive Net Change CHGGPositive Net Change UDMYPositive Net Change

Zacks Equity Research

Company News for Dec 10, 2025

Companies in The News Are: AZO, OLLI, KFY, WFD, PSKY, NFLX

KFYNegative Net Change NFLXNegative Net Change AZONegative Net Change WBDPositive Net Change OLLINegative Net Change PSKYPositive Net Change

Zacks Equity Research

Ollie's Bargain Beats on Q3 Earnings, Raises FY25 Outlook

OLLI tops Q3 earnings estimates and raises its FY25 outlook as new stores, consumables and loyalty gains drive growth.

DLTRPositive Net Change BOOTNegative Net Change UNFINegative Net Change OLLINegative Net Change

Harendra Ray

Does NCLH's 20% Booking Surge Signal Stronger Consumer Demand in 2026?

Norwegian Cruise Line's broad booking surge, rising load factors and new destination upgrades hint at strengthening cruise demand heading into 2026.

CCLPositive Net Change RCLPositive Net Change NCLHPositive Net Change

Zacks Equity Research

Best Value Stocks to Buy for December 10th

SKWD, FOX and TWO made it to the Zacks Rank #1 (Strong Buy) value stocks list on December 10, 2025.

TWOPositive Net Change FOXPositive Net Change SKWDPositive Net Change

Zacks Equity Research

Best Income Stocks to Buy for December 10th

BHP, FOX and SHIP made it to the Zacks Rank #1 (Strong Buy) income stocks list on December 10, 2025.

BHPPositive Net Change FOXPositive Net Change SHIPNegative Net Change

Zacks Equity Research

New Strong Buy Stocks for December 10th

VFF, SHIP, TWO, BHP and FOX have been added to the Zacks Rank #1 (Strong Buy) List on December 10, 2025.

BHPPositive Net Change TWOPositive Net Change FOXPositive Net Change SHIPNegative Net Change VFFPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Williams-Sonoma, Somnigroup, Floor & Decor, Haverty Furniture, FGI Industries and RH

Despite weak housing turnover and macro headwinds, tech-driven innovation and premium demand are helping WSM, SGI, FND, HVT, FGI and RH navigate an evolving home-furnishings landscape.

WSMPositive Net Change RHNegative Net Change SGIPositive Net Change HVTPositive Net Change FNDPositive Net Change FGIPositive Net Change

Zacks Equity Research

Will RL's Next Great Chapter Plan & Digital Acceleration Drive Growth?

Ralph Lauren gains momentum as digital upgrades, retail strength and its Next Great Chapter strategy fuel growth across regions and channels.

RLPositive Net Change GESNegative Net Change CROXPositive Net Change KTBPositive Net Change

Rajani Lohia

Can lululemon Maintain Its Pricing Power in a Softer Spending Climate?

LULU faces softer U.S. demand, rising tariffs and stale key franchises, testing whether modest price hikes and faster innovation can defend its premium edge.

RLPositive Net Change LULUPositive Net Change CROXPositive Net Change

Zacks Equity Research

GIII Beats on Q3 Earnings, Ups FY26 Outlook Despite Tariff Pressures

G-III Apparel hikes its FY26 outlook after reporting an earnings beat in Q3, even as sales slip y/y and tariff pressures weigh on margins.

BOOTNegative Net Change GIIIPositive Net Change FIGSPositive Net Change BIRDNegative Net Change

Zacks Equity Research

Is NFLX's Bid for WBD in Jeopardy Post PSKY's Hostile Offer?

Netflix's $82.7 billion bid for Warner Bros. Discovery is under pressure as Paramount Skydance launches a richer $108.4 billion all-cash offer.

NFLXNegative Net Change DISPositive Net Change WBDPositive Net Change PSKYPositive Net Change

Zacks Equity Research

Is Crocs' Digital Momentum Strong Enough to Drive 2025 Growth?

CROX's nonstop livestreaming and TikTok dominance spark digital customer gains, helping offset U.S. softness with surging global DTC growth.

CROXPositive Net Change KTBPositive Net Change ALTONegative Net Change BODIPositive Net Change

Sumit Singh

Is On Holding a Buy, Hold or Sell After a 35% Jump in the Past Month?

ONON surges 35% in a month, fueled by DTC growth, booming apparel sales and triple-digit APAC expansion.

DECKNegative Net Change BOOTNegative Net Change WWWPositive Net Change ONONPositive Net Change

Zacks Equity Research

Stock Market News for Dec 9, 2025

Wall Street closed lower on Monday, pulled down by communication and consumer stocks.

NFLXNegative Net Change WBDPositive Net Change GOOGLPositive Net Change METANegative Net Change PSKYPositive Net Change

Zacks Equity Research

MTN to Post Q1 Earnings: Modest Revenue Gains & Profit Pressure Ahead?

Vail Resorts eyes modest first-quarter revenue gains as softer pass sales, inflation and mixed visitation trends weigh on profitability.

LVSPositive Net Change MTNNegative Net Change CRSRNegative Net Change TNLPositive Net Change

Rajani Lohia

lululemon Pre-Q3 Earnings: Is it Wise to Buy Amid Evolving Headwinds?

LULU readies for Q3 sales growth but faces U.S. softness, tariff pressures and margin strain as international strength leads the way.

VFCPositive Net Change RLPositive Net Change GESNegative Net Change LULUPositive Net Change

Vasundhara Sawalka

Can WBD's $82.7 Billion Takeover Push NFLX Stock Higher in 2026?

Netflix's $82.7B Warner Bros. Discovery deal faces regulatory hurdles and premium valuation concerns. Investors should wait for better entry points amid uncertainty.

AMZNPositive Net Change NFLXNegative Net Change DISPositive Net Change WBDPositive Net Change

Zacks Equity Research

Company News for Dec 8, 2025

Companies in The News Are: WBD, NFLX, MRK, VSCO, NRG

NRGPositive Net Change MRKPositive Net Change NFLXNegative Net Change WBDPositive Net Change VSCONegative Net Change

Abhinab Dasgupta

Beat the Market the Zacks Way: Veracyte, Las Vegas Sands, 3M in Focus

Veracyte, Las Vegas Sands and 3M shine as Zacks spotlights standout stock gains and portfolio wins amid shifting market sentiment.

KOPositive Net Change AMGNPositive Net Change MMMPositive Net Change MUPositive Net Change TMOPositive Net Change LRCXPositive Net Change LVSPositive Net Change AUPositive Net Change FOLDPositive Net Change MTZPositive Net Change VCYTNegative Net Change

Aparajita Dutta

$72B Streaming Deal: ETFs to Gain From Netflix's Warner Bros. Takeover

Netflix's $72B move for Warner Bros. reshapes streaming and puts a spotlight on ETFs like FDN that are positioned to benefit from its potential gains.

NFLXNegative Net Change FDNNo Net Change XLCPositive Net Change FDNDNegative Net Change