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Impact of U.S. Tariffs on Retail: Goldman Sachs analyst Brooke Roach highlighted that the recent reciprocal tariffs announced by President Trump will significantly affect retail companies, particularly those sourcing from countries like Vietnam, Indonesia, and China, with apparel and footwear tariffs expected to average 38%.

Vulnerability and Resilience Among Retailers: Companies with high exposure to these tariffs, such as home furnishings and certain sportswear brands, face greater risks, while retailers with lower reliance on international sourcing or strong consumer engagement, like Walmart and Ulta Beauty, are better positioned to withstand the impact.

Annual Report Filing: Amer Sports, Inc. has filed its Annual Report on Form 20-F for the fiscal year ending December 31, 2024, with the SEC, which can be accessed on their investor relations website and the SEC's site.

Company Overview: Amer Sports is a global leader in premium sports and outdoor brands, employing over 13,400 people worldwide, with a mission to elevate the world through sport and operations in more than 40 countries.

Amer Sports Filing: Amer Sports has filed for an automatic mixed securities shelf, indicating potential future offerings of various types of securities.

Analyst Ratings and Outlook: Analysts have raised their price targets for Amer Sports, with positive growth prospects noted, leading to strong buy ratings from multiple firms.

Analyst Ratings Overview: Amer Sports has received mixed ratings from 13 analysts, with a total of 7 bullish, 3 somewhat bullish, and 3 indifferent ratings in the last month. Recent price targets indicate an average target of $31.54, reflecting a positive shift from previous estimates.

Financial Performance Insights: The company reported a revenue growth rate of 17.41% and maintains a net margin of 4.12%, although its return on equity (1.38%) and return on assets (0.65%) are below industry standards, suggesting areas for improvement in capital efficiency.

Price Target Increase: Baird has raised the price target for Amer Sports (AS) from $30 to $34, maintaining an Outperform rating due to strong earnings projections for 2025.

Analyst Ratings Overview: Other firms, including BofA and Wells Fargo, have also increased their price targets for Amer Sports, reflecting a consensus of positive growth prospects for the company.

Analyst Rating and Price Target: Ike Boruchow from Wells Fargo has maintained a Hold rating on Amer Sports, Inc. with a price target of $28.00, while the shares closed at $28.83. The overall analyst consensus suggests a Moderate Buy rating with an average price target of $32.36.

Company Performance Overview: Amer Sports has reported strong financial results for 2024, with adjusted EPS matching consensus expectations and a positive outlook for 2025, projecting EPS between 64c-69c.

Fourth Quarter Performance: Amer Sports reported a 23% year-over-year revenue increase to $1.636 billion, surpassing expectations, with notable growth in Technical Apparel and Ball & Racquet Sports segments. Adjusted EPS of 17 cents also beat consensus estimates.

Future Outlook: The company anticipates FY25 EPS between $0.64-$0.69 and expects revenue growth of 13%-15% for the fiscal year, despite potential foreign currency exchange challenges.

Strong Q4 Performance: Amer Sports reported a 23% sales growth in Q4 2024, with significant contributions from brands like Arc’teryx and Salomon, particularly in Greater China and APAC. The company plans to expand its store presence and anticipates continued revenue growth in 2025 despite potential FX headwinds.

Positive Financial Outlook: Management provided guidance for 2025, expecting group revenue growth of 13%-15% and adjusted operating profit margins between 11.5%-12%. Analysts expressed cautious optimism regarding growth drivers and regional strategies, while management maintained confidence in their growth potential amidst macroeconomic challenges.

Strong Financial Performance: Amer Sports reported a 23% increase in revenue for Q4 2024, reaching $1.6 billion, with significant growth across all segments, particularly in Technical Apparel and Ball & Racquet Sports. The company also achieved substantial improvements in operating profit and net income.

Positive Outlook for 2025: The CFO expressed confidence in continued growth despite potential foreign currency challenges, projecting a revenue growth of 13-15% for the fiscal year 2025, driven by strong momentum from key brands like Arc'teryx and Salomon.

Q4 Financial Performance: Amer Sports reported a Q4 non-GAAP EPS of $0.17 with revenue of $1.64 billion, reflecting a 24.2% year-over-year increase, and provided guidance for 2025 indicating revenue growth of 13-15%.

Segment Growth Projections: The company forecasts revenue growth across various segments, including approximately 20% for Technical Apparel and low-double digits for Outdoor Performance, while also projecting operating margins between 9.5% to 21%.

Analyst Ratings: Evercore ISI analyst Michael Binetti has maintained a Buy rating on Amer Sports, Inc. with a price target of $30.00, while the consensus among analysts is a Moderate Buy with an average target of $32.00.

Stock Performance: Amer Sports has seen significant price fluctuations over the past year, with a high of $34.00 and a low of $10.11, and currently has an average trading volume of 2.99 million shares.

Earnings Release: AMER SPORTS is set to announce its quarterly earnings on February 25th, with analysts predicting revenue of approximately $1.65 billion and earnings of $0.17 per share.

Investor Activity: In the last quarter, 144 institutional investors increased their holdings in AMER SPORTS, while 68 reduced their positions, indicating varied investor sentiment towards the stock.

Top Upgrades and Downgrades: Notable upgrades include Cisco, CVS Health, HubSpot, Jazz Pharmaceuticals, and DuPont, while downgrades affected Target, Trade Desk, Restaurant Brands, Kraft Heinz, and General Dynamics due to various market concerns and performance issues.

New Initiations: Coverage was initiated for GE Vernova, LeMaitre, Viking Therapeutics, Merus, and Amer Sports, with positive ratings reflecting growth potential and favorable market conditions for these companies.

Financial Performance: Take-Two Interactive reported a net loss of 72 cents per share for Q3 fiscal 2025, with revenues decreasing slightly to $1.36 billion, missing estimates. Game revenues rose by 2.9%, while advertising revenues fell significantly by 26.2%.

Future Projections: The company expects GAAP net revenues between $5.57 billion and $5.67 billion for fiscal 2025, projecting a loss per share between $4.17 and $4.50, alongside anticipated growth in net bookings driven by popular franchises like NBA 2K and Grand Theft Auto.

Lionsgate Financial Performance: Lionsgate reported adjusted earnings of 28 cents per share for Q3 fiscal 2025, exceeding estimates, while revenues slightly decreased to $970.5 million but still beat consensus expectations. The company experienced mixed results across its segments, with significant growth in television production revenues and a decline in motion picture revenues.

Stock Market Reaction and Future Outlook: Following the earnings report, Lionsgate shares rose by 2.99% in pre-market trading, although they have underperformed compared to the broader industry this year. The company has a Zacks Rank of #3 (Hold), indicating a cautious outlook amidst challenges in subscriber numbers and cash flow.

Chiefs' Super Bowl Bid: The Kansas City Chiefs aim to become the first NFL team to win three consecutive Super Bowls as they face the Philadelphia Eagles in Super Bowl LIX, having finished the season with a 15-2 record and secured the top seed in the AFC.

Pat Riley's Trademark Deal: NBA legend Pat Riley has a deal with the Chiefs to use his trademark "Three-Peat" if they win, potentially earning him royalties from merchandise sales, while also highlighting his historical connection to the phrase through previous championship teams.

Financial Reporting Announcement: Amer Sports, Inc. will report its fourth quarter 2024 financial results on February 25, 2025, and will host a webcast with management at 8:00 a.m. Eastern Time that day.

Company Overview: Amer Sports is a global leader in premium sports and outdoor brands, generating $4.4 billion in revenue in 2023, with operations in over 40 countries and a commitment to innovation and performance in their products.

UK and Eurozone Economic Updates: The UK's annual inflation rate decreased to 2.5% in December, while Germany's GDP fell by 0.2%. France's inflation remained at 1.3%, and Spain's rose to 2.8%. Overall, the pan-European Stoxx 600 index saw a slight increase as investors reacted to various economic data.

Market Movements and Interest Rates: U.S. banks began reporting Q4 earnings, with bond yields in the U.S., Germany, and the UK all declining. Traders are closely monitoring upcoming U.S. inflation data that may impact Federal Reserve interest rate decisions.

UK Inflation Trends: The UK's annual inflation rate decreased to 2.5% in December, while the Retail Price Index rose by 3.5%, falling short of market expectations.

European Economic Overview: Germany's wholesale prices increased slightly, France's inflation remained stable at 1.3%, and Spain's inflation met estimates at 2.8%, amidst a positive trend in European stock markets as investors await U.S. inflation data.

Market Movements: European markets showed mixed results with the UKX down 0.29%, while Germany's DAX rose by 0.64%. The pan-European Stoxx 600 fell slightly by 0.07% amid concerns over borrowing costs and disappointing revenue guidance from healthcare stocks.

Economic Indicators: France's budget deficit narrowed, Hungary experienced a decline in industrial production, and inflation rates in both Hungary and Romania increased. Additionally, Belgium's industrial production saw a significant rise of 8.8% year-over-year in November.