Apparel, Accessories and Luxury Goods

PRADA

Disney

Conference Minutes

01913

SBDS

CVAC

The following are the minutes of the 4Q25FY earnings call for $Disney(DIS.US) compiled by Dolphin Research. For a review of the earnings report, please refer to the article &#34;Disney: Short-term Pressure but Guidance Unchanged, Can Iger Turn the Tide Before Leaving?&#34;1. Review of Core Financial Information1. DTC Net User Growth Rebounds Beyond Expectations: Streaming user growth continued to rebound in the fourth quarter, with Disney+ adding 4 million net new users (bundled packages) and Hulu adding 8.6 million (driven by the resumption of the Charter partnership and global brand expansion), both exceeding market expectations. The growth was mainly driven by high-quality content...

Solo Brands

Dayforce

Ashland

Citigroup

CureVac BV

Dominion Energy

NextDecade

Ameriprise Financial

PAR Tech

Disney (Minutes): Committed to double-digit percentage growth in earnings next year

Financial Analysis

Hello everyone, I am Dolphin Research! $Disney(DIS.US) released its fiscal year 2025 fourth quarter (CY25Q3) earnings before the U.S. stock market opened on November 12th, Eastern Time. The third-quarter performance slightly missed expectations overall, with revenue under pressure, especially in the theme parks, which contribute the most to earnings, as the delayed competitive impact has become apparent. Although the company's profitability was slightly better and it maintained its relatively positive guidance for 2026 without adjustments, the market seems to lack confidence. Specifically: 1. DTC net user growth rebounded beyond expectations: Fourth-quarter streaming user growth continued to rebound...

Espey Mfg. & Electronics

Disney: Short-term Pressure but Guidance Unchanged, Can Iger Turn the Tide Before Leaving?

Prada UK Retail Revises London Miu Miu Store Rent to £4.4 Million Annually

RLC Fashion Summit Focuses on Luxury Industry Growth Strategies

CICC Downgrades Prada's 2026-2027 Revenue Forecast, Maintains 'Outperform Industry' Rating

Disclosure of Shareholders' Equity Changes for Prada and BOE 精电

Citi Downgrades Prada's FY2026-2028 Forecasts and Target Price

DBS Maintains Buy Rating on Prada with a Target Price of HKD 48.93

Prada Reports Q1 Earnings With Retail and Wholesale Sales Growth

Prada Reports 6.4% Revenue Growth in Q1 2025

Prada CEO Satisfied with Sales Growth in March and April

Prada Reports Q1 2026 Earnings of 1.428 Billion Euros

Prada Versace Business Contributes 143 Million Euro Net Revenue

Citi Updates Prada's 2025 Fiscal Year Performance Forecast

Barclays Analyst Maintains Buy Rating on Prada Shares and Sets Price Target

Prada Holds Fully Virtual 2026 Annual General Meeting, Proposes Dividends and New Independent Director

Prada Releases 2025 Annual Report

CLSA Reports Forecasting Prada's Sales Growth of 6% Year-on-Year

Prada's latest shareholder equity disclosure

HSBC downgrades Prada's EBIT forecast for 2026 and 2027

Prada Announces Full Year 2025 Results

CICC Maintains Prada Buy Rating With Target Price of HKD 75; TipRanks Downgrades Rating

CH DEMETER FIN

FAMEGLOW

LUEN THAI

NEW GONOW RV

REF HOLDINGS

PARADISE ENT

WEBX HOLDING

HAICHANG HLDG

BEST FOOD HLDG

INTELLIMARK W27

The 2026 RLC Fashion Summit will be held in Milan on June 3-4, gathering global fashion and luxury leaders, including CEOs from Brunello Cucinelli, Prada Group, and Selfridges Group. The summit will address key themes such as growth strategies, luxury economics, and AI integration in the industry. It aims to facilitate discussions among senior executives on evolving operating models and capital allocation in response to market pressures. The event is organized by RLC Global Forum, a platform for strategic dialogue in retail and consumer industries.

prnewswire

Ermenegildo Zegna Holditalia SpA

Kito Corporation

Permian Resources

09:48 ETRLC Fashion Summit 2026 in Milan Convenes Global Fashion CEOs as Industry Reassesses Growth Models

LVMUY

PPRUY

KLXY

The article discusses the luxury goods market and suggests that encouraging the wealthy to continue spending on designer items could serve as a form of taxation. It highlights the decline in stock prices of major luxury brands like Prada, LVMH, and Kering, attributing this to economic factors such as the crisis in the Persian Gulf and a sluggish Chinese economy. Despite the downturn, the article notes the increasing number of wealthy individuals globally, indicating a potential for growth in the luxury sector.

Dow Jones

Louis Vuitton

Kering

Kraneshares Global Luxury Index ETF

Tema Luxury ETF

Hermès

Richemont

Compagnie Financiere Richemont SA

Ferrari

U.S. Global Investors

Want to tax the rich? Encourage them to keep spending ridiculous amounts of money on designer clothes.

CICC has cut its target price for PRADAby 13.3% to HKD65, while maintaining an Outperform rating. The broker expects PRADA's revenue growth to accelerate, driven by new store openings and market share gains, despite a projected decline during the Versace brand transition. PRADA's 1Q revenue was EUR1.428 billion, with a 3% YoY growth. However, revenue forecasts for 2026 and 2027 have been lowered by 2% due to the impact of the Middle East conflict, affecting net profit estimates as well.

AASTOCKS News

CICC

CICC Cuts PRADA  TP to HKD65, Expects Revenue Growth to Accelerate

Mavis Hui from DBS has maintained a Buy rating on Prada SpA (PRDSF) with a price target of HK$48.93. Hui, who covers the Consumer Cyclical sector, has an average return of 2.6% and a 44.60% success rate on recommended stocks. Previously, Barclays also issued a Buy rating for Prada, while Exane BNP Paribas downgraded it to Hold on April 22.

Tip Ranks

GALAXY ENT

LUK FOOK HOLD

Barclays

BNP Paribas

Galaxy Entertainment Group

Prada SpA (PRDSF) Receives a Buy from DBS

Barclays analyst Carole Madjo maintained a Buy rating on Prada SpA today and set a price target of HK$68.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks According to TipRanks, Madjo is a 2-star analyst with an average return of 0.5% and a 48.02% success rate. Prada SpA has an analyst consensus of Moderate Buy, with a price target consensus of HK$50.21.

Prada SpA (PRDSF) Gets a Buy from Barclays

Prada S.p.A. reported a 14% year-on-year increase in Q1 2026 revenues, reaching €1.43 billion, driven by strong retail sales and growth in wholesale and royalties. The Americas and Asia Pacific, particularly Greater China and Korea, showed robust growth, while Europe and the Middle East faced challenges. The company is focusing on full-price retail and reducing outlet contributions to navigate geopolitical and macroeconomic issues. Analysts rate the stock as a Hold with a price target of HK$44.00.

Prada lifts Q1 2026 revenues 14% as Americas, Asia drive growth

Prada's first-quarter revenue rose 3% at constant exchange rates, totaling 1.3 billion euros, slightly below analysts' expectations. The growth was driven by double-digit sales in the Americas, which offset declines in Europe and the Middle East. Versace contributed 143 million euros to revenues, while Miu Miu's sales increased by 2.4%. Retail sales grew 15% in the Americas and 5% in Asia-Pacific, but Europe saw a 6% decline and the Middle East dropped 22% due to conflict. CEO Andrea Guerra emphasized the group's aim for above-market growth despite challenges.

Businesstimes News

Prada first-quarter revenue rises 3%, driven by sales in Americas region

Barclays analyst Carole Madjo has maintained a Buy rating on Prada SpA (PRDSF) with a price target of HK$68.00. Despite this, Kepler Capital downgraded the stock to a Hold on April 3. Additionally, TipRanks also rated Prada SpA as a Buy in a report from March 26, with Madjo ranked #6435 among analysts.

Barclays Sticks to Their Buy Rating for Prada SpA (PRDSF)

PRADA(01913.HK)