Stifel Nicolaus Canada Inc.’s Post

Is Gap Inc.’s Turnaround for Real? With Gap Inc.’s second-quarter results topping Wall Street estimates for the fourth consecutive quarter, the company is executing a brand reinvigoration playbook designed to drive more relevance across its four banners. What moves appear to have been particularly beneficial? Read the article & panel discussion here: https://lnkd.in/eNAhD4iF Cathy Hotka "Gap and Banana are overpriced, and customers know that they can find equivalent merchandise at Old Navy for far less. This is going to be a problem for the company until the Gap brand can really shine, and discover its true identity." Neil Saunders "With the latest set of positive results, which includes growing market share in the US, Gap has taken a very firm step in the right direction. This lends weight to Richard Dickson’s argument that the business is on the road to recovery."

🚀 3M Soars to New Heights: A Turnaround Tale Under New CEO Bill Brown 🚀 Exciting news from 3M Co.! The iconic conglomerate has just witnessed its biggest stock surge in over 40 years, thanks to the bold vision of its new CEO, Bill Brown. Since taking the helm on May 1, Brown has set the stage for a transformative journey that has investors buzzing with anticipation. In his debut earnings report, Brown didn't hold back. He acknowledged 3M's recent struggles and laid out a dynamic plan to reignite the company's innovative spirit. His call for a faster pace in new product development and a fresh approach to tackling past challenges resonated deeply, leading to an incredible 23% stock gain – the largest single-day jump since 1980! Under Brown's leadership, 3M is not only focusing on exciting growth sectors like electric vehicles and semiconductors but also addressing internal complexities and waste. With a renewed commitment to innovation and efficiency, the future looks incredibly bright. Despite some ongoing challenges, including potential liabilities from "forever chemicals," 3M's second-quarter results surpassed expectations with adjusted earnings of $1.93 per share on $6.26 billion in net sales. The turnaround story is just beginning. Stay tuned as 3M embarks on this exciting new chapter! #3M #Leadership #Innovation #Turnaround #BusinessNews

Hey Nasdaq and NYSE and OTC Markets Group-listed CEOs and CFOs... take a read and then tell me you you're still good with your #IRO and #CMO ignoring your retail investors. They're all consumers! And they want to support you and buy from you and invest in your company. Your next Board deck should have "Discuss Shareholder Loyalty Program" on it. P.S. I got fired up writing this because it's an everyone-wins scenario that keeps getting overlooked. Am I right Broadridge, Notified, TiiCKER, Stakeholder Labs, Stockperks?! Thanks for the platform IR Magazine.

I hope everyone had a good weekend! Go Boston Celtics 2-0 vs. the Dallas Mavericks. Over the weekend I did some work on Ralph Lauren ticker RL. Its a two part story of Growth and Value. On the Growth side the company is growing its Europe and Asia business. On the value side they need to get their North American business back to 2018 / 2019 levels. They also need to maintain their expenses and COGS. They have done great work on the COGS and there is still more work to be done on the SG&A. Listed below is my 9 point investment thesis and assumptions for the stock to go from $182 to $390 or +115%. 1.Ralph Lauren can achieve sales of $7,450M similar to 2014 over the next 3 years 2.North America Segment can return to 2018 / 2019 Levels of $3,200M 3.Grow Europe 10% over the next three years which they just achieved over the past two years 4.Grow Asia at 20% over the next three years which they just achieved over the past two years 5.Maintain 33% COGS on Sales of $7,450M vs. 42% in 2014 6.Maintain SG&A of $3,300M 7.Tax Rate of 20% 8.Profit of $1,200 9.P/E Ratio of 20X would make it a $24B Market Cap or $390 Stock Good luck this week! James B. Cheever

3M Company (NYSE: #MMM) Surges 4.82% Yesterday After Major Leadership Shakeup https://lnkd.in/gR3afUXd #3M #NYSE $MMM #Leadership #CEOs #Changes #Stocks #TradeIdeas #StockTrader #Investors #Stocks #BreakingNews #Traders #DayTraders

With some notable beauty IPOs in the first half of 2024, strong investor interest in the sector may create further M&A opportunities. Read our mid-year outlook: https://pwc.to/3VpJjzF #PwCDeals #Beauty #IndustryTrends

Unlock the Secrets Behind a Stock Pick Favored by Warren Buffett What happens when the wisdom of Benjamin Graham, Warren Buffett, Charlie Munger, and Seth Klarman is applied to a single stock? We’ve conducted a comprehensive value investment analysis of Ulta Beauty—a company that has caught the attention of none other than Warren Buffett himself. This white paper dives deep into the nuances of Ulta Beauty’s business model, financial health, growth prospects, and more, all through the lens of the greatest value investors of our time. Curious to find out why this stock might deserve a spot in your portfolio? The full analysis is just a click away. But remember, we’re not giving anything away here. #ValueInvesting #WarrenBuffett #InvestmentAnalysis #UltaBeauty #Finance #StockMarket #BenjaminGraham #CharlieMunger #SethKlarman

Diversity makes boards and companies stronger. Case in point: e.l.f. Beauty. With one of the most diverse boards of any company on the NYSE, e.l.f. reflects the diversity of its consumers and continues to beat targets and post high earnings quarter after quarter. Chair and CEO Tarang Amin talks about why diversity matters. #boarddiversity #boardofdirectors #boardgovernance

After a very strong start to 2024, beauty investment and M&A activity hit a bit of a rough patch in the second quarter. Deal activity was down 23.5% during the second quarter versus the same period last year, with the BeautyMatter Deal Index tracking only 52 deals. The most notable development observed during Q2 was the steep decline of growth deals (including venture-backed deals and minority investments). The Index tracked a mere 16 growth deals during the quarter, the lowest number since we started tracking this data. So, what drove the steep decline in growth deals during the second quarter? Read the story by John Cafarelli: https://lnkd.in/eN68XzpV This article is included in our Q2 2024 M&A Report. For more info and to get the report, visit: https://lnkd.in/eNy3BeEE #BeautyMatter #beautybusiness #beautyindustry #finance #dealflow #marketanalysis #marketinsights

Where is the growth? | Strong cash flows One elderly company covered here has an appealing valuation, but is it a classic value trap? Elsewhere, two of AIM’s larger companies are also struggling to grow in a challenging environment, we anticipate more acquisitions to bolster their top lines. Read on here for Investor's Champion thoughts on this and other news, including the challenges of a fast-growing cinema chain. (Premium) https://lnkd.in/e7zymQJG