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Brokers and prop firms are shifting away from Discord due to compliance challenges, with many realizing they lack essential client data. Meanwhile, Google has lifted ad restrictions on IG France, resulting in doubled visibility and account openings. In Cyprus, XM's co-founder is acquiring a 55% stake in Ancoria Bank, while UPS plans to cut Amazon shipments by over 50% and Kohl’s has fired CEO Ashley Buchanan for unethical vendor relationships, causing a stock surge.
Google has lifted a seven-year ad restriction on IG France, resulting in doubled monthly visibility and account openings. Meanwhile, Costas Cleanthous, co-founder of XM, is acquiring a 55% stake in Ancoria Bank in Cyprus, while brokers are moving away from Discord due to compliance challenges. In financial reports, Plus500 and CFI Financial Group showed strong performance, while XTB faced a decline in net profit despite a growing client base.
Barclays has initiated coverage of several retailers, rating Gildan Activewear as Overweight due to its operational strengths and cash flow potential, while assigning Kohl’s an Underweight rating amid concerns over structural challenges and tariff exposure. The firm expresses caution regarding the apparel sector, highlighting risks from market volatility and potential supply chain disruptions, predicting a negative impact on unit sales in late 2025 and early 2026 due to tariff-driven price increases.
UBS analysts warn that consumer discretionary stocks are facing increased downward pressure as markets rapidly adjust to a potential U.S. recession fueled by tariffs. With rising inflation concerns and uncertainty affecting investment plans, these stocks have underperformed, leading to significant downgrades in earnings expectations. A notable shift from cyclical consumer stocks to more defensive sectors is also occurring, as tariff-sensitive stocks have seen a 20% decline relative to the market.
Goldman Sachs has cut its price target for Kohl's (KSS) from $7.50 to $4, maintaining a Sell rating amid economic uncertainties. The firm has also downgraded its U.S. GDP growth forecast for 2025 to 0.5% and raised the recession likelihood to 45%, citing market volatility and geopolitical tensions. Higher tariff rates may further pressure earnings, reflecting broader market concerns.
UBS analysts have identified a favorable outlook for Ulta Beauty, citing improving market share trends and reduced competitive pressures. With Ulta's market share stabilizing at around 14% and a strong loyalty program boasting 44.6 million members, the firm believes the risk-reward for Ulta shares is skewed to the upside. Additionally, concerns over tariff impacts are minimal, as major brand partners maintain diverse manufacturing operations.
UBS has maintained a Buy rating on Ulta Beauty, setting a price target of $490, while the stock currently trades at $380.23. Analysts noted signs of market share stabilization and manageable tariff impacts, despite some downward revisions in earnings expectations. While Ulta reported strong earnings, guidance for 2025 and 2026 suggests potential challenges ahead, prompting mixed reactions from other analysts regarding the company's competitive landscape and strategic initiatives.
Off-price retailers are significantly outperforming department stores in sales and profitability, capturing 59.5% of total sales and 76.6% of profits, according to UBS. The firm rates TJX Companies and Burlington Stores as Buys, while maintaining Sell ratings on Macy’s, Dillard’s, and Kohl’s due to weaker growth prospects. Despite a valuation premium, UBS expects off-price retailers to continue their strong performance and gain market share.
Off-price retailers are significantly outperforming department stores in both sales and profitability, capturing 59.5% of total sales and 76.6% of profits, according to UBS. The firm maintains Buy ratings for TJX Companies and Burlington Stores, while remaining bearish on department stores like Macy’s and Kohl’s due to weaker growth prospects. Despite higher valuations for off-price stocks, UBS expects their strong fundamentals to sustain this trend.
Ulta Beauty exceeded fiscal third-quarter earnings expectations, reporting $5.14 per share against the anticipated $4.54, and revenue of $2.53 billion, surpassing the $2.50 billion forecast. The retailer raised its full-year sales outlook to $11.1-$11.2 billion and earnings to $23.20-$23.75 per share, despite earlier concerns about cooling demand and increased competition. Shares rose approximately 10% in after-hours trading, although the stock is down about 19% year-to-date.
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