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VIPS 4Q25 First Take: A warmer winter and a late Lunar New Year weighed on winter apparel sales. Management had already lowered guidance, but the actual print came in worse. Details below.1) Operating metrics turned softer: active buyers declined YoY, down by approx. 0.4 mn. With lower purchase frequency per user, order volume fell 5% YoY.A higher AOV, likely driven by product mix upgrades and SVIP contribution, barely kept GMV in positive territory. In short, all three metrics missed expectations.2) With GMV lagging, revenue fell 2.3% YoY, worse than the market’s post-cut expectation of sub-+1% growth. The company is no stranger to managing through revenue declines.Amid weak topline, tight cost control helped: total opex fell 3.7% YoY, a larger drop than revenue, with all expense lines down. As a result, profit still grew +1.7% YoY.Operating profit reached RMB 2.9 bn, beating market expectations.3) In summary, the quarter was soft, but protecting profitability is commendable. The late Lunar New Year also suggests better sales in 1Q26.Management guided next quarter revenue mid-point to +2.6% YoY, back to growth and slightly above consensus. Hence, the weak 4Q print should not be overly penalized.On shareholder returns, buybacks totaled approx. $700 mn over the past year, plus ~$250 mn in dividends, exceeding $950 mn in aggregate. That equals about 11% of current market cap.This provides solid support for the stock. The company also announced it will pay an annual dividend next year of approx. $305 mn, up 22% YoY. $Vipshops(VIPS.US)

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ALLSTATE CORP DEP SHS REP 1/1000 NON CUM PER PRF SER H

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Smurfit Westrock sets 2030 sustainability goals

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Wolverine Asset Management LLC Invests in Amcor PLC Stocks

Amcor released FY2026 9 Months Earnings on May 6 Pre-Market EST, actual revenue USD 17.11 B, actual EPS USD 1.5449

Amcor released FY2026 Q3 earnings on May 6 Pre-Market (EST), actual revenue USD 5.914 B (forecast USD 5.736 B), actual EPS USD 0.5999 (forecast USD 0.6706)

Amcor Reports Solid Q3 Earnings and Updates 2026 FY Guidance

RBC Capital Maintains Hold Rating on Amcor PLC

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Avery Dennison Reports 1.1% Q1 Net Income Growth to $168.1 Million

Amcor PLC Adjusts Its Depositary Interests and Equity Structure

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International Paper (NYSE:IP) shares hit a new 52-week low at $29.44, closing at $29.60. Analysts have mixed ratings, with a consensus of 'Moderate Buy' and an average target price of $43.73. The company reported Q1 earnings of $0.15 EPS, missing estimates, and a revenue of $5.97 billion. A quarterly dividend of $0.4625 per share will be paid on June 12. Insiders have recently increased their holdings significantly.

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International Paper (NYSE:IP) Sets New 1-Year Low  - What's Next?

Mohawk Industries Inc. (MHK) shares fell 2.21% to $96.56 on Friday, underperforming against competitors. The S&P 500 Index dropped 1.24%, while Mohawk's stock is 32.54% below its 52-week high of $143.13. Trading volume was 995,999, below the 50-day average of 1.1 million.

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Mohawk Industries Inc. Stock Underperforms Friday When Compared To Competitors

PFA Pension Forsikringsaktieselskab acquired a new stake in Packaging Corporation of America (NYSE:PKG) during the fourth quarter, purchasing 361,467 shares valued at approximately $75.3 million. This investment represents about 0.40% ownership in the company. Other institutional investors have also increased their stakes in PKG. The stock opened at $218.06, with a market cap of $19.41 billion and a PE ratio of 26.53. Packaging Corporation of America recently announced a quarterly dividend of $1.25, yielding 2.3%. Analysts have varied ratings on the stock, with some upgrading their price targets.

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JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

PFA Pension Forsikringsaktieselskab Takes Position in Packaging Corporation of America $PKG

International Paper (NYSE:IP) reported mixed Q1 results, with earnings of 15 cents per share beating estimates but sales of $5.970 billion falling short. CEO Andy Silvernail noted progress in North America and ongoing challenges from inflation and weather. Following the earnings announcement, analysts adjusted their price targets: RBC Capital lowered its target from $48 to $45, while JP Morgan reduced its target from $46 to $43. The stock rose 4.8% to $31.88.

benzinga_article

International Paper Analysts Slash Their Forecasts Following Q1 Results

Mohawk misses top-line and bottom-line estimates; gives Q2 EPS outlook

businessinsider

Mohawk misses top-line and bottom-line estimates; gives Q2 EPS outlook

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Builders FirstSource reported a revenue of $3.29B for Q1 2026, down 10.1% YoY from $3.66B. The company faced a net loss of $(47.4) M and diluted EPS of $(0.43), compared to a net income of $96.3M and EPS of $0.84 in the same quarter last year. The decline in sales was attributed to lower single-family starts and commodity price deflation. The company completed the acquisition of PBC to enhance its operations and market presence.

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Builders FirstSource 1Q 2026: Revenue $3.29B, EPS $(0.43) — 10-Q Summary

International Paper shares are trading lower after the company reported mixed Q1 financial results.

Shares of International Paper Co. (IP) fell 1.29% to $33.58 on a challenging trading day, while the S&P 500 and Dow Jones also declined. The stock remains 40.17% below its 52-week high of $56.13. Despite the losses, International Paper outperformed competitors like Weyerhaeuser Co. (WY), which dropped 2.30%. Trading volume was 7.9 million, surpassing the 50-day average of 6.7 million.

Weyerhaeuser

International Paper Co. Stock Outperforms Competitors Despite Losses On The Day

Shares of Packaging Corp. of America (PKG) rose 4.73% to $222.59 on a challenging trading day for the stock market, outperforming competitors like International Paper Co. (IP) and Graphic Packaging Holding Co. (GPK). The stock's rise ended a two-day losing streak, although it remains 10.79% below its 52-week high of $249.51. Trading volume reached 1.5 million, surpassing its 50-day average of 1.0 million.

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Packaging Corp. Of America Stock Outperforms Competitors On Strong Trading Day

Trump big bully, I will top-up on some banking stock due to encouraging earnings

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📈 Jan 14 U.S. Market Hotlist: Fed Under Fire, Banks Reporting, AI Stocks Surging

Diversifying more into hard assets as $ may quickly lose value with inflation staying high

I believe the next leg up for AI is the monetisation phase. At the moment, they are still in the infrastructure stage hence the ‘bubble’ talk and FUD. There will still be pullbacks in AI names along the way but the main beneficiaries of the new economy moving forward IMO will be those associated with AI.

Hope Fed Chief outcome will be common good for worldwide. Kudos his conviction &amp; righteousness never die.

Ignore the noise, go for the kill. I am still bullish on memory space!

Guggenheim MSCI Global Timber(CUT.US)

International Paper (NYSE:IP) Sets New 1-Year Low - What's Next?

Mohawk Industries Inc. Stock Underperforms Friday When Compared To Competitors

PFA Pension Forsikringsaktieselskab Takes Position in Packaging Corporation of America $PKG

International Paper Analysts Slash Their Forecasts Following Q1 Results

Mohawk misses top-line and bottom-line estimates; gives Q2 EPS outlook