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.
CPI +3.3% YoY (energy-driven, core +2.6% beat), best week since May (+3.56% S&P). WDFC beat on revenue (+11%) and EPS (+14% apples-to-apples), guidance reaffirmed, 7 insiders buying; PLCE FY sales −12.8%, Q4 −19.4%, gross margin 29.9%. SKORE: WDFC 6.8 Buy · PLCE 2.2 Avoid.
New Zealand enters 2026 in recovery mode after a technical recession in 2023–24 driven by aggressive RBNZ rate hikes, a cost-of-living squeeze, and weak consumer confidence.
SMPL −18% on $249M impairment, FY rev guide −10% to −7%; GBX double miss, FY EPS slashed to $3.00–3.50. Day 7 of win streak, red-to-green on Netanyahu–Lebanon talks. SKORE: SMPL 2.8 · GBX 4.3.
RPM +15% on record Q3 (adj. EPS $0.57 crushed $0.35 est.); DAL +12% on record Q1 revenue + ceasefire fuel relief (refinery hedge key); STZ nearly flat despite Q4 beat — FY27 EPS guide missed consensus by 6.5% and FY28 guidance withdrawn entirely.
