[株式会社TechBowl] [画像1: https://prcdn.freetls.fastly.net/release_image/40741/195/40741-195-9c1994952fbf1440516aa2e225da5012-1940x2180.png?width=536&quality=85%2C75&format=jpeg&auto=webp&fit=bounds&...
For much of the twentieth century, economic policy was framed around the pursuit of stability. Governments and central banks aimed to smooth business cycles, reduce unemployment, and maintain predictable price levels.
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.
