tariffs

$LULU plummeted 68% from 2023 highs amid slowing growth and competition, now trading at 14x forward earnings. International expansion and new products offer turnaround potential.

Five Below beat Q4 expectations with $1.73B revenue and $4.31 EPS despite heavy tariff exposure, posting 7.18% stock gain on bullish FY2026 guidance.

SoftBank's $6.3B power plant fee slashed 90% by Tokyo officials amid $550B U.S.-Japan trade deal concerns. Company retains 15-20 year conditional payments, maintains $10B turbine order.

FedEx reports Q3 earnings with revenue growth offset by profit declines, while navigating tariff litigation and sustainability initiatives.

S&P 500 faces recession risk amid elevated oil prices and historically high valuations. Moody's warns of 49% recession odds within 12 months.

Wayfair stock retreated 35% to $78 after surging 500% on earnings strength and tariff relief expectations, but GAAP losses triggered selloff despite analyst 33% upside target.

Macy's beat earnings expectations with $1.67 adjusted EPS, while Bloomingdale's achieved record holiday sales. However, tariff impacts compressed margins, and 2026 guidance came below consensus.

$KRAT surges 20% after Q4 earnings beat: $115.6M sales (+13.7% YoY), $7.2M net income (+22.8%), eco-friendly products hit 37.3% of revenue.

HF Foods reports Q4 revenue growth of 2.2% to $1.23B and EBITDA rise of 6.9%, completes ERP digital transformation, and positions itself as consolidator in $50B Asian specialty foodservice market.

S&P 500 faces tariff headwinds, geopolitical risks, and midterm uncertainty in 2026. History shows 50-50 odds of 19%+ decline in election years, warranting defensive positioning.

Tecan reported 2025 revenue of CHF 882.5M and net loss of CHF 110.7M from impairments, but launched 'Rewired' transformation targeting CHF 1B revenue and 20% EBITDA margin by 2028.

Trump's proposed 15% global tariff would raise costs for importers across industrials, automotive, and consumer goods, potentially pressuring margins and stock valuations.

$UPS faces 2026 headwinds from Middle East conflict, rising purchased transportation costs, and reduced SMB delivery volumes amid tariff pressures.

e.l.f. Beauty ($ELF) stock has fallen 66% from 2024 highs amid tariff-driven margin compression, trading at premiums to historical averages despite continued revenue growth.

$OWLT shares fell 12.95% Monday after issuing weak Q1 2026 guidance of $20-21M versus $26.2M consensus, despite beating Q4 2025 revenue at $26.6M.

Zostavax market set for sustained growth through 2035 driven by aging populations and expanded immunization programs, though tariff pressures spur manufacturing localization shifts.

S&P 500 down 3% from highs amid record valuations and weakening growth. Historical patterns suggest potential 20% decline by 2028.

Pepeto raised $7.7M in presale as crypto markets plunge $515M on tariff and Iran tensions. Cardano analysts project 900%+ upside from current levels amid historical recovery patterns.

S&P 500 valuation at 40 CAPE ratio and 8% dollar decline in 2025 pose greater crash risks than tariffs alone, mirroring dot-com bubble conditions.

Hurco reduced Q1 losses to $3.468M from $4.32M despite 8% sales decline to $42.868M, driven by improved margins and stronger order intake.