DTC or MELI: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Internet - Commerce sector have probably already heard of Solo Brands, Inc. (DTC) and MercadoLibre (MELI). But which of these two companies is the best option for those looking for undervalued stocks?
Levi Strauss' Bold Gambit: Is the Denim Icon's DTC Shift Enough to Weather the Storm?
Levi Strauss & Co. boasts a strong quarter with direct-to-consumer growth and innovative fashion, but can it navigate the choppy waters of the retail market?
Levi Strauss shares drop as quarter underwhelms, but DTC shift appears to be working
Levi Strauss & Co (NYSE:LEVI) shares were down around 15% ahead of Thursday, after quarterly earnings disappointed. Coming in at $1.44 billion, revenue for the second quarter was slightly shy of the consensus Wall Street forecast of $1.45 billion.
Warner Bros. Trading At 3X Earnings Despite Growth Potential
WBD is using Networks cash flows to deleverage and finance the DTC push. Once leverage targets are reached, the company will be able to buy back stock. DTC is at an inflection point and profitability is expected for FY2025. A portfolio of leading content franchises will help the business to continue growing. WBD is currently trading at 3X underlying earnings as the market seems to ignore the growth potential.
Solo Brands: Growth Turnaround Potential With Decent Risk-Reward
Solo Brands focuses on DTC business for outdoor and lifestyle products in the US. Stock performance has been disappointing, currently trading at $1.9 per share. It recently faced underperformance in marketing. The management has taken active steps to turnaround the situation, in my opinion. Risk-reward remains decent, suggesting a potential undervaluation.
2 Premium Retailers Thriving on Growing DTC Channel Business
The retail apparel landscape has changed considerably. The days of thriving shopping malls are over, as they've been dying a slow death accelerated by the COVID-19 pandemic.
Canada Goose Flies Higher Driven By DTC Growth
Luxury apparel manufacturer Canada Goose Holdings Inc. NYSE: GOOS shares flew 15% on a strong fiscal Q4 2024 earnings report. The affluent brand is known for its high-priced goose-down parkas, which cost $1,675, $650 Killarney Jackets, $325 Killarney shorts, and $750 Journey Boots.
