CPI(M) State secretariat says while most districts have recorded around 1.5 lakh applications, districts such as Kannur, Kozhikode, Malappuram, Palakkad, Thrissur, Ernakulam, Kottayam and Thiruvananthapuram have recorded more than two lakh applications, with some nearing six lakh
LEVI surged +12% on Q1 beat (EPS $0.42 vs $0.37, rev +14%) with DTC crossing 52% of revenue for the first time. CFO Harmit Singh announced retirement. Guidance raised. Macro: Dow +1,325 pts on Iran ceasefire, WTI −16%. SKORE: LEVI 7.9 Buy.
RH fell 20% to 6-year lows after a double miss (EPS $1.53 vs $2.22 est.) and a brutal Q1 guide (revenue −2–4%, EBITDA 5.5–6.5%). Macro: WTI surged +11.4% to $111.54 on Trump "stone ages" comments, Dow swung 700 pts intraday. SKORE: RH 3.8 Reduce.
PVH +11% on Q4 blowout (EPS $3.82 vs $3.31); nCino +19% on record ACV bookings, 76% EPS beat; Conagra returned to organic growth but missed adj. EPS on 7% COGS inflation. Market: Iran whipsaw, Dow swung 600 pts intraday, closed flat. SKORE: PVH 7.8 Buy · NCNO 7.4 Buy · CAG 5.2 Hold.
The Goldilocks macro environment that opened 2026 ended on 28 February. US-Israel strikes on Iran triggered the largest oil supply disruption on record. Growth forecasts cut. Inflation forecasts raised. The stagflation risk is back — with less ammunition to fight it.
