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- yupppyuppp
  ·2021-07-02
  Oh
  非常抱歉，此主贴已删除
  594 评论
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- yupppyuppp
  ·2021-06-30
  Ok
  非常抱歉，此主贴已删除
  544 1
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- yupppyuppp
  ·2021-06-26
  K
  非常抱歉，此主贴已删除
  283 评论
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- yupppyuppp
  ·2021-06-24
  Ok
  Activist investor who shook up Bed Bath & Beyond and Kohl's says this is the next big retail opportunity
  Macellum Capital Management CEO Jonathan Duskin has two very successful, high-profile activist campa
  Activist investor who shook up Bed Bath & Beyond and Kohl's says this is the next big retail opportunity
  599 评论
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- yupppyuppp
  ·2021-06-24
  Okie
  非常抱歉，此主贴已删除
  548 1
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- yupppyuppp
  ·2021-06-23
  Okay
  非常抱歉，此主贴已删除
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- yupppyuppp
  ·2021-06-23
  Ok
  Share buybacks remain an option for SoftBank, says CEO Son
  TOKYO, June 23 (Reuters) - SoftBank Group Corp CEO Masayoshi Son said on Wednesday share buybacks re
  Share buybacks remain an option for SoftBank, says CEO Son
  422 评论
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- yupppyuppp
  ·2021-06-22
  Ok
  非常抱歉，此主贴已删除
  352 评论
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- yupppyuppp
  ·2021-06-21
  Ok
  非常抱歉，此主贴已删除
  394 评论
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- yupppyuppp
  ·2021-06-19
  Okay
  非常抱歉，此主贴已删除
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09:42","market":"us","language":"en","title":"Activist investor who shook up Bed Bath & Beyond and Kohl's says this is the next big retail opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=2145801329","media":"Yahoo Finance","summary":"Macellum Capital Management CEO Jonathan Duskin has two very successful, high-profile activist campa","content":"<p>Macellum Capital Management CEO Jonathan Duskin has two very successful, high-profile activist campaigns in the retail space under his belt, and is now shifting his gaze specifically to the underperforming apparel sector in a bid to find potential money-making opportunities.</p>\n<p>\"The market is entering a period of prosperity for traditional apparel retailers. The time has come when we will see apparel retailers consistently beat [number]s and be revalued higher,\" Duskin wrote in a note obtained by Yahoo Finance. \"In summary, the Amazon / [e-commerce] threat has been met, discretionary spending is set to accelerate with a meaningful tailwind, spending is shifting away from the home, the significant capital expenditure and SG&amp;A spending cycle is over and having stores has suddenly become an offensive weapon. The result will drive earnings and cash flow significantly higher than 2019 and we believe the group will be accorded higher multiples as long-term visibility improves.\"</p>\n<p>Duskin told Yahoo Finance Live the apparel sector has several other positive catalysts lurking, including consumers rebuilding their closets and the kicking in of the child tax credit come the key back to school shopping season.</p>\n<p>To be sure, Duskin has a solid case that many apparel stocks may be undervalued relative to their future earnings potential on the other side of the pandemic.</p>\n<p>The <a href=\"https://laohu8.com/S/IBUY\">Amplify Online Retail ETF</a> — which tracks the performance of apparel brands such as Lands' End and Stitch Fix —is only up 11.8% year-to-date. As for the S&amp;P Retailing Index it's up 12.6% this year. The S&amp;P 500 has notched a 13% gain so far this year.</p>\n<p>Meanwhile, a casual look at price-earnings multiples (PE) in the apparel space underscore Duskin's point.</p>\n<p>For instance, shares of apparel retailers Abercrombie &amp; Fitch, Gap, American Eagle Outfitters, <a href=\"https://laohu8.com/S/PVH\">PVH Corp</a>. and Polo Ralph Lauren all trade at relative discounts to the S&amp;P 500 on a forward price-to-earnings multiple basis. The average discount for these five stocks compared to the S&amp;P 500 from a P/E perspective is about 22%, according to data compiled by Yahoo Finance.</p>\n<p>'We think it's a unique time for retailers, particularly apparel retailers. There is a lot of dynamics that will favor them, much like we saw coming out of the Great Recession. I think apparel retailers are poised to outperform over the next two to four years for a host of reasons. Inventories are low. They learned to do more with less during COVID-19. Stores are now a weapon,\" explained Duskin.</p>\n<p>Duskin's missive follows a successful activist campaign at struggling Kohl's in April. As part of a settlement with Macellum, Ancora Holdings, Legion Partners Asset Management and 4010 Capital Kohl's added three new members to its board. It also expanded its stock buyback plan to $2 billion.</p>\n<p>The activist says he is searching for new targets. He continues to hold shares of Kohl's.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Activist investor who shook up Bed Bath & Beyond and Kohl's says this is the next big retail opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nActivist investor who shook up Bed Bath & Beyond and Kohl's says this is the next big retail opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/activist-investor-who-shook-up-bed-bath-beyond-and-kohls-says-this-is-the-next-big-retail-opportunity-190331054.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Macellum Capital Management CEO Jonathan Duskin has two very successful, high-profile activist campaigns in the retail space under his belt, and is now shifting his gaze specifically to the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/activist-investor-who-shook-up-bed-bath-beyond-and-kohls-says-this-is-the-next-big-retail-opportunity-190331054.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/activist-investor-who-shook-up-bed-bath-beyond-and-kohls-says-this-is-the-next-big-retail-opportunity-190331054.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2145801329","content_text":"Macellum Capital Management CEO Jonathan Duskin has two very successful, high-profile activist campaigns in the retail space under his belt, and is now shifting his gaze specifically to the underperforming apparel sector in a bid to find potential money-making opportunities.\n\"The market is entering a period of prosperity for traditional apparel retailers. The time has come when we will see apparel retailers consistently beat [number]s and be revalued higher,\" Duskin wrote in a note obtained by Yahoo Finance. \"In summary, the Amazon / [e-commerce] threat has been met, discretionary spending is set to accelerate with a meaningful tailwind, spending is shifting away from the home, the significant capital expenditure and SG&A spending cycle is over and having stores has suddenly become an offensive weapon. The result will drive earnings and cash flow significantly higher than 2019 and we believe the group will be accorded higher multiples as long-term visibility improves.\"\nDuskin told Yahoo Finance Live the apparel sector has several other positive catalysts lurking, including consumers rebuilding their closets and the kicking in of the child tax credit come the key back to school shopping season.\nTo be sure, Duskin has a solid case that many apparel stocks may be undervalued relative to their future earnings potential on the other side of the pandemic.\nThe Amplify Online Retail ETF — which tracks the performance of apparel brands such as Lands' End and Stitch Fix —is only up 11.8% year-to-date. As for the S&P Retailing Index it's up 12.6% this year. The S&P 500 has notched a 13% gain so far this year.\nMeanwhile, a casual look at price-earnings multiples (PE) in the apparel space underscore Duskin's point.\nFor instance, shares of apparel retailers Abercrombie & Fitch, Gap, American Eagle Outfitters, PVH Corp. and Polo Ralph Lauren all trade at relative discounts to the S&P 500 on a forward price-to-earnings multiple basis. The average discount for these five stocks compared to the S&P 500 from a P/E perspective is about 22%, according to data compiled by Yahoo Finance.\n'We think it's a unique time for retailers, particularly apparel retailers. There is a lot of dynamics that will favor them, much like we saw coming out of the Great Recession. I think apparel retailers are poised to outperform over the next two to four years for a host of reasons. Inventories are low. They learned to do more with less during COVID-19. Stores are now a weapon,\" explained Duskin.\nDuskin's missive follows a successful activist campaign at struggling Kohl's in April. As part of a settlement with Macellum, Ancora Holdings, Legion Partners Asset Management and 4010 Capital Kohl's added three new members to its board. It also expanded its stock buyback plan to $2 billion.\nThe activist says he is searching for new targets. He continues to hold shares of Kohl's.","news_type":1},"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128134866,"gmtCreate":1624505267055,"gmtModify":1631888656859,"author":{"id":"3585269173201376","authorId":"3585269173201376","name":"yuppp","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585269173201376","authorIdStr":"3585269173201376"},"themes":[],"htmlText":"Okie","listText":"Okie","text":"Okie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/128134866","repostId":"2145156570","repostType":4,"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123695347,"gmtCreate":1624419538889,"gmtModify":1631888656862,"author":{"id":"3585269173201376","authorId":"3585269173201376","name":"yuppp","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585269173201376","authorIdStr":"3585269173201376"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123695347","repostId":"2145664330","repostType":4,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123692054,"gmtCreate":1624419464178,"gmtModify":1631888656864,"author":{"id":"3585269173201376","authorId":"3585269173201376","name":"yuppp","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585269173201376","authorIdStr":"3585269173201376"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123692054","repostId":"1101133166","repostType":4,"repost":{"id":"1101133166","kind":"news","pubTimestamp":1624418529,"share":"https://www.laohu8.com/m/news/1101133166?lang=&edition=full","pubTime":"2021-06-23 11:22","market":"us","language":"en","title":"Share buybacks remain an option for SoftBank, says CEO Son","url":"https://stock-news.laohu8.com/highlight/detail?id=1101133166","media":"Reuters","summary":"TOKYO, June 23 (Reuters) - SoftBank Group Corp CEO Masayoshi Son said on Wednesday share buybacks re","content":"<p>TOKYO, June 23 (Reuters) - SoftBank Group Corp CEO Masayoshi Son said on Wednesday share buybacks remain an option, amid a slide in the conglomerate’s shares.</p>\n<p>“Buybacks are always on my mind as an important option but when and how big requires balanced thinking,” Son said at SoftBank’s annual shareholders’ meeting, adding that the group also needs to consider alternative uses of its capital.</p>\n<p>Shares in SoftBank, which completed a record 2.5 trillion yen ($22.6 billion) buyback programme in May, have slid amid weakness in tech stocks. That has helped widen its conglomerate discount - the gap between the value of its assets and share price - to about 50%.</p>\n<p>“I believe our potential is much bigger than the discounted share price,” said Son, calling on shareholders to take a long-term view on the company.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Share buybacks remain an option for SoftBank, says CEO Son</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShare buybacks remain an option for SoftBank, says CEO Son\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/softbank-group-agm/share-buybacks-remain-an-option-for-softbank-says-ceo-son-idUSL3N2O50RM><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TOKYO, June 23 (Reuters) - SoftBank Group Corp CEO Masayoshi Son said on Wednesday share buybacks remain an option, amid a slide in the conglomerate’s shares.\n“Buybacks are always on my mind as an ...</p>\n\n<a href=\"https://www.reuters.com/article/softbank-group-agm/share-buybacks-remain-an-option-for-softbank-says-ceo-son-idUSL3N2O50RM\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SFTBY":"软银集团"},"source_url":"https://www.reuters.com/article/softbank-group-agm/share-buybacks-remain-an-option-for-softbank-says-ceo-son-idUSL3N2O50RM","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101133166","content_text":"TOKYO, June 23 (Reuters) - SoftBank Group Corp CEO Masayoshi Son said on Wednesday share buybacks remain an option, amid a slide in the conglomerate’s shares.\n“Buybacks are always on my mind as an important option but when and how big requires balanced thinking,” Son said at SoftBank’s annual shareholders’ meeting, adding that the group also needs to consider alternative uses of its capital.\nShares in SoftBank, which completed a record 2.5 trillion yen ($22.6 billion) buyback programme in May, have slid amid weakness in tech stocks. That has helped widen its conglomerate discount - the gap between the value of its assets and share price - to about 50%.\n“I believe our potential is much bigger than the discounted share price,” said Son, calling on shareholders to take a long-term view on the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120984418,"gmtCreate":1624292092434,"gmtModify":1631888656871,"author":{"id":"3585269173201376","authorId":"3585269173201376","name":"yuppp","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585269173201376","authorIdStr":"3585269173201376"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120984418","repostId":"1154249454","repostType":4,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164227936,"gmtCreate":1624211059925,"gmtModify":1631888656870,"author":{"id":"3585269173201376","authorId":"3585269173201376","name":"yuppp","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585269173201376","authorIdStr":"3585269173201376"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164227936","repostId":"1113942445","repostType":4,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162320495,"gmtCreate":1624035296217,"gmtModify":1631888656878,"author":{"id":"3585269173201376","authorId":"3585269173201376","name":"yuppp","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585269173201376","authorIdStr":"3585269173201376"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162320495","repostId":"1103331073","repostType":4,"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}