Browsing Tag
Greater China
15 posts
Tapestry (NYSE: TPR) falls 16% as Coach reaches 87% of sales
Tapestry plunged 16% despite strong earnings. Coach now drives nearly 87% of sales, putting FY27 growth and Kate Spade under scrutiny.
Apple reports record June quarter as revenue climbs 16% to $109.4bn
Apple's Q3 revenue climbed 16% to $109.4bn and iPhone surged 22%, but AAPL fell 9% as a 9-11% Q4 guide and DRAM/NAND squeeze reset the second-half read.
adidas Q2 2026: ADS shares plunge 17% despite record €6.7bn in quarterly sales
adidas posted record €6.7bn Q2 sales and lifted FY26 revenue guidance, yet ADS shares fell 17% as a €924m World Cup marketing bill flagged H2 margin risk.
Nike is removing more than 1,000 China digital storefronts, but will fewer sellers revive sales?
Nike is replacing a sprawling network of partner-run China e-commerce storefronts with tightly controlled digital flagships, betting that consistency and pricing discipline can revive growth.
Burberry Group plc (LSE: BRBY) extends recovery as Q1 retail revenue reaches ÂŁ455m
Burberry Group plc reported its fourth consecutive quarter of comparable sales growth as stronger demand in the Americas and Greater China offset weaker tourist spending across Europe and the Middle East. The luxury group’s strategy is attracting new and younger customers, but a sharp share-price decline showed that investors still require stronger evidence of accelerating sales and sustainable margin recovery.
Nike (NKE) beats Q4 with $986m tariff refund but Greater China -12% keeps stock heavy
Nike (NKE) Q4 beats on $986M IEEPA tariff refund but China -12%; turnaround still lagging. Full executive read on Elliott Hill's plan ahead of Investor Day.
Marriott opens The Dali EDITION as China luxury strategy moves beyond gateway cities
Marriott opens The Dali EDITION in Yunnan, deepening its China luxury push. Discover what the 151-room launch means for growth, rivals and MAR investors now
ACROBiosystems just removed a quiet bottleneck in drug discovery. Will biopharma buyers notice?
Biopharma wants faster R&D, but compliance still slows labs. ACROBiosystems is turning HEK293 licensing into a workflow advantage.
Adidas Q1 2026 beats Street with €705m operating profit and 14% currency-neutral growth as ADS Xetra rallies 9% on FIFA World Cup tailwind
Adidas beat Q1 2026 consensus with €705m operating profit, but held 2026 guidance flat. The unbooked €300m tariff item is the real story for ADS investors.
Procter & Gamble (NYSE: PG) beats Q3 estimates on beauty momentum but Andre Schulten flags billion-dollar oil headwind for fiscal 2027
Procter & Gamble beat Q3 estimates, but a $1 billion fiscal 2027 oil warning is the harder question for investors banking on a clean earnings reset.