Cook - COOK

에 대한 최신 뉴스 Traeger (NYSE:COOK) 주식

TRAEGER INC

Traeger

Traeger Inc designs, sources, sells, and supports wood pellet fueled barbeque grills sold to retailers, distributors, and direct to consumers. It produces and sells the pellets used to fire the grills and also sells Traeger-branded rubs, spices, and sauces, as well as grilling accessories including covers, barbeque tools, trays, liners, and merchandise. The company's geographical segments include North America and the Rest of the world, of which majority of revenue is from North America.

Trump Says He Will Impose 25% Tariffs On Canada, Mexico On First Day Of Office And Extra Tariffs On China Until They 'Pay Attention'

AMWD

BOOT

CLAR

COLM

COOK

DGII

기업 고위 관계자들이 대통령 당선자 도널드 트럼프의 관세 계획에 대한 대응 전략을 이미 마련했다. 트럼프 행정부는 중국 수입품에 대해 평균 20%의 관세를 인상할 것으로 예상되며, 소비재가 아닌 상품은 60%까지 인상될 수 있다고 골드만삭스의 로니 워커(Ronnie Walker)가 화요일에 발표한 보고서에서 밝혔다.

트럼프의 관세 폭풍: 미국 기업들이 반격하기 위해 사용하는 3가지 생존 전략

Traeger Inc

Cookpad Inc

Regis Corporation (NASDAQGM:<a href="https://www.benzinga.com/stock/RGS#NASDAQGM">RGS</a>), a leader in the haircare industry, today announced that Matthew Doctor has made the decision to step down from his roles as President, Chief Executive Officer and Director of the company effective June 30, 2025. The Board of Directors has appointed Jim Lain, current EVP Brand Operations – Supercuts and Cost Cutters, to serve as interim President and CEO while the company conducts a comprehensive search for a permanent successor.
"On behalf of the Board and everyone at Regis, I want to express our deepest gratitude to Matt for his leadership and steadfast dedication to the success of Regis," said Mike Merriman, Chairman of the Board. "Matt initially joined the company in a strategic role and quickly proved to be a transformative leader. He has been instrumental in shaping the company's direction, stabilizing operations, restoring profitability and strengthening our financial position. Thanks to Matt's leadership, the company is on solid financial footing and well-positioned for long-term growth. We are appreciative of his work and wish him continued success in his future endeavors. The Board looks forward to working with Jim and the executive team during this transition as we identify the next leader for this stage of the company's transformation."
"It has been an honor and a privilege to lead Regis and work alongside such an exceptional and dedicated team," said Matthew Doctor. "After thoughtful consideration, I made the decision that now is the right time for me to explore other opportunities upon delivering another year of results and progress. Over the past four and half years that I have been at Regis, we have navigated meaningful change and established a strong foundation for reigniting growth. I am incredibly proud of everything we have accomplished, from improving operational efficiencies and completing a complex refinancing, to acquiring the portfolio of Alline salons. Our recent performance reflects both the strength of our strategy and the commitment of our teams. With the business on solid footing and momentum continuing to build, I believe this is a natural time to pass the baton to the next leader to drive further growth with the incredibly dedicated, passionate Regis team and franchisees.
"As I step down, I reflect on where we are - Regis is built on a strong, interconnected foundation that ensures continuity and progress. The outlook, priorities, and initiatives we outlined in our last earnings call remain firmly in place, supported by a collaborative effort across our leadership team, management, Board of Directors, and our retained consultancy at Forum3, who have been invaluable partners since January. Forum3 is led by Adam Brotman, who is one of the world's leading customer loyalty and engagement experts with over 25 years of experience leading major tech and consumer brands, including his role as Starbucks' inaugural Chief Digital Officer and EVP of Global Retail Operations. The progress we have made has always been the result of a team effort—one that includes the dedication of our employees and the support of our external partners. Our strategy is clear and focused: optimizing and growing the company-owned salon portfolio and advancing the transformation of the Supercuts brand. With this foundation in place, Regis is well-positioned to thrive, adapt, and create long-term value for all stakeholders. I am excited to watch the company continue to grow and succeed in the years ahead."
Succession Planning and Interim Leadership
The Board has formed a Succession Planning Committee led by director Susan Lintonsmith and has engaged a leading executive search firm to help identify the next CEO, which will include both internal and external candidates. In the interim, Jim Lain, current EVP Brand Operations – Supercuts and Cost Cutters, will work closely with the executive team and Board to ensure a seamless transition and continued execution of the company's strategic priorities. To ensure a smooth transition, Matt Doctor will be staying on in a support role until September 1, 2025.
Mr. Lain joined Regis in 2013, bringing with him more than 30 years of operations leadership experience. Since then, he has spearheaded initiatives that drove operational excellence and enhanced the performance of iconic brands including Supercuts, SmartStyle, Cost Cutters, First Choice Haircutters, Roosters and other legacy names within the Regis portfolio. Prior to Regis, Jim made significant contributions at Gap Inc., where he served as Vice President of Operations for Gap Specialty Stores in the U.S. and Canada. In this role, he was responsible for steering a $2.5 billion business across 750 stores, enhancing operational efficiency and driving growth in a highly competitive market. Prior to his experience with Gap, Jim was Vice President of Operations at Galyan's Trading Company Inc. / Dick's Sporting Goods and held several field management positions at Target Stores Inc.
Preliminary Quarter-to-Date Same Store Sales Results for Fourth Quarter
The company reports positive preliminary quarter-to-date same-store sales growth of 3.0% for Supercuts and 1.3% on a consolidated basis for the first two months of the fourth quarter of fiscal 2025 as compared with the same periods last year. Month-to-date same-store-sales through June 15, 2025 for Supercuts and Regis Consolidated are also positive as compared with the same period last year.Quarter-to-date operating expenses have remained consistent with the third quarter of fiscal 2025.

Earnings

News

Management

Regis CEO Matthew Doctor Steps Down, Jim Lain Named Interim Chief, Supercuts Same-Store Sales Up 3%

Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) has officially rolled out its much-awaited <a href="https://www.benzinga.com/markets/tech/25/06/46045542/tesla-launches-robotaxi-in-austin-elon-musk-calls-it-a-culmination-of-a-decade-of-hard-work">Robotaxi in Austin</a>, Texas, with a limited number of Model Y Robotaxis in the South Congress neighborhood.
What Happened: "Our approach to autonomy also enables scalability: Tesla self-driving can be deployed anywhere it&#8217;s approved," the company said in a post on social media platform X on Sunday after the Robotaxi launch.
The company also went on to highlight how there was no need for "expensive, specialized equipment" or large-scale and detailed mapping of an area where Robotaxis operate. "It just works," the company said.
Tesla did not immediately respond to <a href="http://pro.benzinga.com">Benzinga&#8217;s</a> request for comment. 
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Our approach to autonomy also enables scalability: Tesla self-driving can be deployed anywhere it&#39;s approved. It does not require expensive, specialized equipment or extensive mapping of service areas. It just works
&mdash; Tesla AI (@Tesla_AI) <a href="https://twitter.com/Tesla_AI/status/1936807369096192117?ref_src=twsrc%5Etfw">June 22, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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Why It Matters: The post raises some questions about the EV giant's plans for the technology in the future. Recently, Tesla said it planned to invest <a href="https://www.benzinga.com/markets/tech/25/06/46046720/tesla-doubles-down-on-us-elon-musk-plans-another-8-billion-investment-after-spending-nearly-10-billion-in-2024">over $8 billion</a> into its U.S. operations to scale operations in the U.S.
However, there could also be talks of potential licensing opportunities for Tesla's FSD as the camera-based system could be easier to implement for companies into their vehicles over a complex, LiDAR-based one.
CEO Elon Musk also shed some light on the topic in an interview with CNBC last month, where the billionaire said that Tesla was approached by multiple auto manufacturers for its FSD tech.
"There are a number of major automakers that have talked to us about licensing self-driving and we're very much open to that," Musk said before adding that as FSD demonstrates more of its capabilities, the more companies would want to license it.
Elsewhere, Tesla's FSD tech has been brought under <a href="https://www.benzinga.com/markets/tech/25/06/46041090/tesla-faces-safety-questions-from-regulators-ahead-of-robotaxi-launch-in-austin">the NHTSA's scrutiny </a>after the agency reviewed the company's responses to inquiries about FSD's capabilities in poor weather conditions.
However, FSD tech has also raised eyebrows in the midst of the Robotaxi launch, as two incidents involving the technology posed danger to the occupants of the car.
Recently, a Tesla Model 3 got <a href="https://www.benzinga.com/markets/tech/25/06/45945298/tesla-model-3-on-fsd-mode-struck-by-train-after-getting-trapped-on-railroad-tracks-report">struck by a train </a>after it was stuck on a railroad track and a <a href="https://www.benzinga.com/markets/tech/25/06/45991698/tesla-cybertruck-caught-driving-in-wrong-lane-on-fsd-just-days-before-robotaxi-launch">Cybertruck drove in the wrong lane</a> for an extended period of time. Both instances involved the vehicles operating in self-driving mode.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="195" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23055323/TSLA-JUN-23-2025-2-1024x195.jpg" alt="" class="wp-image-957878" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23055323/TSLA-JUN-23-2025-2-1024x195.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23055323/TSLA-JUN-23-2025-2-300x57.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23055323/TSLA-JUN-23-2025-2-768x147.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23055323/TSLA-JUN-23-2025-2-1536x293.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23055323/TSLA-JUN-23-2025-2.jpg 1546w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Tesla scores well on Momentum, Quality and Growth metrics, but offers poor Value. For more such insights, sign up for<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"> Benzinga Edge Stock Rankings</a> today!
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46019450/elon-musk-says-tesla-works-closely-with-xai-you-can-either-be-a-spectator">Elon Musk Says Tesla Works Closely With xAI: &#8216;You Can Either Be A Spectator…&#8217;</a></li>
</ul>
Image Via Shutterstock

TSLA

Tesla's Robotaxi Rollout Sparks Expansion Buzz: Elon Musk's Company Says FSD 'Can Be Deployed Anywhere' After Austin Launch

Collective Mining Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNL#NYSE">CNL</a>) (TSX:<a class="ticker" href="https://www.benzinga.com/stock/CNL#TSX">CNL</a>) ("Collective" or the "Company") is pleased to announce that it has accelerated its agreement with the vendor of the Guayabales mining license and as a result will affect the transfer of 100% of the mining license into its name. The Guayabales license, which host the Company's flagship Apollo system, is one of three major contiguous licenses that make up the Company's Guayabales Project, located in Caldas, Colombia.&nbsp;
The original agreement for the Guayabales mining license was signed between the Company and the vendor in June 2020 and entitled the Company to earn a 100% ownership in the exploitation phase mining license in 2032 by making a series of scheduled payments and committing to certain exploration expenditures.
Under the amendment, the total financial consideration owed to the vendor remains the same as the original agreement, however, the payment schedule has been accelerated as follows:
<ul>
<li>$2 million payable immediately.</li>
<li>An additional $2 million is payable within one month provided the title transfer request to the Colombian National Mining Agency ("ANM") has been filed.</li>
<li>An additional $2.3 million is payable within two months following the submission of the title transfer request.</li>
<li>The remaining $3.5 million will be payable in six equal installments over the following three years from the date of the execution of the amendment to the agreement.</li>
</ul>
The title transfer approval is expected within 60 days following the request being made to the ANM.

TSX:CNL

Collective Mining Accelerates Agreement With Vendor Of Guayabales Mining License, Gains 100% Ownership

<ul>
<li>If approved, linerixibat could address high unmet medical need of patients living with cholestatic pruritus (relentless itch) and related sleep interference</li>
<li>Submission based on data from positive GLISTEN phase III trial</li>
</ul>

Biotech

Health Care

General

The European Medicines Agency Accepts For Review GSK's Marketing Authorization Application For Linerixibat For Cholestatic Pruritus In Patients With Primary Biliary Cholangitis

Hormel Foods Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HRL#NYSE">HRL</a>), a Fortune 500 global branded food company, today announced that John Ghingo will be promoted to the role of president, becoming the 11th person to hold the position in the company's nearly 135-year history.&nbsp;Jeffrey M. Ettinger, current member of the Hormel Foods board, will return to the company for a defined period of 15 months as interim chief executive officer. Ettinger and Ghingo will assume their leadership roles on July 14, 2025. On that day, Ghingo will also join the Hormel Foods board of directors.
&nbsp;
In his current role as executive vice president for Retail, Ghingo leads the company's largest business unit and oversees its portfolio of iconic consumer brands. He brings valuable perspective from both inside and outside the company, with 15 years of various leadership roles at Mondelēz International, as well as previously serving as president of Applegate Farms, LLC, a Hormel Foods subsidiary. With extensive experience in the consumer packaged goods industry, Ghingo has a proven track record of driving growth and delivering results. In his role as president, he will directly oversee the company's Retail, Foodservice and International business segments. He will also lead the company's global operations, supply chain, research and development, and corporate strategy functions.
"It's an incredible honor to be named the 11th president of Hormel Foods and I'm grateful to the board for their trust and confidence," Ghingo said. "I returned to the company last year because the history, people, culture and portfolio of iconic brands&nbsp;truly set us apart in the industry. I'm excited to build on that foundation and help shape what's next. Transform &amp; Modernize remains a critical part of our strategy, and I'm committed to keeping that momentum going —it continues to be a top priority for our organization. I'm also looking forward to 15 months of partnership with Jeff, who knows this company so well. I want to thank Jim Snee for his outstanding leadership as well as his vision, values and commitment, which have left a strong mark on our people, culture and the communities we serve."
Ettinger had a nearly three-decade long career with the company, including serving as its 9th president and then being elevated to serve as its chief executive officer. During his tenure, Ettinger earned a reputation for driving performance and results. With his deep knowledge of the company and its culture, and his experience with the company's external stakeholders, he will be a strong partner to Ghingo. During this time, the company's corporate functions including finance, legal and external affairs, human resources, corporate communications, and ethics and compliance will report to Ettinger.
"Serving the company in this interim role is a privilege and honor," Ettinger said. "What has always set Hormel Foods apart is its people – their integrity, passion and pride in the work they do. I'm excited to support John and our talented team to expand our impact in new and meaningful ways."
Bill Newlands, chairman of the Hormel Foods board of directors, said, "After a thorough and deliberate search, the board is thrilled to elevate John to the role of president of Hormel Foods and elect him to the board of directors. We are also very thankful to Jeff for his willingness to return as interim CEO for the next 15 months. We are confident that Jeff's valuable experience with the public markets and investment community, as well as his deep understanding of our culture, will complement John's expertise with consumer-relevant innovation, brand building, and strategy in today's dynamic food industry. The board has full confidence in John and Jeff's ability to strengthen our business, deepen our relevance with consumers, and deliver lasting value for our shareholders."
Newlands continued, "On behalf of the board, we sincerely thank Jim Snee for his steadfast leadership and 36 years of service to the company and its team members, shareholders and communities. We are grateful for his many contributions over a remarkable career."
The Hormel Foods CEO search committee will now be dissolved, with the board planning to install the permanent chief executive officer in October 2026.

Hormel Names John Ghingo President, Brings Back Former CEO Jeff Ettinger as Interim Chief

Canaan Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAN#NASDAQ">CAN</a>) ("Canaan" or the "Company"), an innovator in crypto mining, today announced that it has commenced a strategic realignment aimed at sharpening its focus on its core businesses of bitcoin mining machine sales, self-mining operations, and consumer mining products. As part of this initiative, the Company will discontinue its non-core AI semiconductor business unit, described in the annual report for the year ended December 31, 2024 as "ASICs for edge computing applications", with the process expected to conclude in the coming months.
In fiscal year 2024, the Company's revenue from the sale of edge computing products was approximately US$0.9 million. Unaudited operating expenses related to this business accounted for around 15% of the Company's total operating expenses for fiscal year 2024.
The Company remains committed to delivering cutting-edge ASIC solutions for crypto infrastructure, expanding its mining footprint, and strengthening its position in the global cryptocurrency infrastructure market.
 &nbsp;

Canaan To Discontinue Non-Core AI Semiconductor Business To Sharpen Focus On Crypto-Related Businesses

<ul>
<li>A single administration of COMP360 demonstrated a highly statistically significant and clinically meaningful reduction in symptom severity as measured by MADRS1 with a mean difference of -3.6 comparing 25 mg to placebo (p&lt;0.001)2</li>
<li>Independent Data Safety Monitoring Board (DSMB) reviewed safety data for COMP360 and found no unexpected safety findings and no clinically meaningful imbalance in suicidal ideation between treatment and placebo arms</li>
<li>Ongoing pivotal Phase 3 COMP005 trial is the first study of an investigational, synthetic psilocybin, and the first classic psychedelic3, to report Phase 3 efficacy data</li>
<li>Second ongoing pivotal Phase 3 COMP006 trial continues to enroll well, with 26-week data expected in the second half of 2026</li>
</ul>

CMPS

Compass Pathways Met The Primary Endpoint In The Ongoing Phase 3 COMP005 Trial, The First Of Two Phase 3 Trials Evaluating COMP360 For Treatment-resistant Depression

<a href="https://sapiens.com/">Sapiens International Corporation</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SPNS#NASDAQ">SPNS</a>) (TASE: SPNS), a leading global provider of software solutions for the insurance industry, today announced that Absa Life, a leading life insurer in South Africa, has successfully gone live across multiple distribution channels with <a href="https://sapiens.com/platform/insurance-platform/">Sapiens Insurance Platform</a>,&nbsp;a fully integrated suite of solutions,&nbsp;including <a href="https://sapiens.com/products/coresuite-for-life-and-pension/">Sapiens CoreSuite for Life &amp; Pensions</a>, <a href="https://sapiens.com/digitalsuite-customer-experience-and-engagement-software-for-insurers/">Sapiens DigitalSuite</a>, <a href="https://sapiens.com/products/data-and-analytics/">Sapiens DataSuite</a>, and <a href="https://sapiens.com/cloud-services/">Sapiens Cloud Services</a>. The go-live supports Absa Life's funeral line of business and forms the foundation for future expansion.
&nbsp;
Absa Life selected Sapiens CoreSuite as the foundation of its modernization strategy to help simplify its technology landscape and enhance customer experiences. Sapiens DigitalSuite will accelerate its multichannel strategy by "deep linking"into Salesforce. The go-live also includes the rollout of Sapiens DataSuite across the CoreSuite solution and existing legacy systems, providing consolidated data management for improved business insights. New AI models are being developed for DataSuite and will empower Absa Life to leverage advanced cloud-based architecture to deliver real-time insights and predictive capabilities.

SPNS

Sapiens Tech Powers Absa Life's Digital Overhaul, Boosting Speed and Customer Experience in South Africa

SQNS

Sequans Unveils $384M Strategic Investment To Launch Bitcoin Treasury Initiative While Advancing 5G And IoT Core Mission

Golar LNG Limited ("Golar") is pleased to announce that FLNG&nbsp;Gimi has reached the Commercial Operations Date ("COD") for its 20-year Lease and Operate Agreement for the Greater Tortue Ahmeyim ("GTA") project offshore Mauritania and Senegal. The COD triggers the start of the 20-year Lease and Operate Agreement that unlocks the equivalent of around $3 billion of Adjusted EBITDA backlog (Golar's share).
The COD milestone marks a major achievement for one of Africa's deepest offshore developments which introduce Mauritania and Senegal as LNG exporters. We look forward to continuing working together with the GTA operator bp and its partners Kosmos, PETROSEN and SMH as well as Mauritanian and Senegalese authorities to deliver safe and reliable operations and to create value to all stakeholders.
Following the achieved COD of FLNG Gimi and announcement of the two FLNG charters in Argentina on May 2, 2025, Golar is accelerating work on its next FLNG unit(s). We continue to advance commercial discussions, with charterer demand guiding design choice of the fourth FLNG unit. In addition to the 3.5mtpa MKII option at CIMC Raffles shipyard, Golar has signed a final engineering study to confirm EPC price and delivery for a 5mtpa MKIII FLNG and is updating price and schedule for an up to 2.7mtpa MKI FLNG.

GLNG

Golar LNG Launches 20-Year Gas Deal in Africa, Unlocks $3B Earnings From Offshore Project

Global Net Lease, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GNL#NYSE">GNL</a>) ("GNL" or the "Company") announced that it has completed the final phase of its multi-tenant portfolio sale to RCG Ventures, LLC on June 18, 2025, including 12 encumbered properties. This third phase generated approximately $313 million in gross proceeds1, bringing total gross proceeds from the portfolio sale to $1.8 billion2. GNL plans on using the incremental net proceeds from the third phase of the multi-tenant portfolio sale to further reduce leverage by paying down the outstanding balance on GNL's Revolving Credit Facility.
The multi-tenant portfolio sale simplifies GNL's portfolio and sharpens its strategic focus by becoming a pure-play net lease owner and operator. This transition is expected to generate approximately $6.5 million in recurring annual G&amp;A savings, along with additional cash savings from a substantial reduction in annual capital expenditures. GNL also believes the multi-tenant portfolio sale will create significant efficiencies in its operations by eliminating the complexities associated with managing multi-tenant retail properties.

Global Net Lease Sells $1.8B in Properties to Cut Debt and Focus on Single-Tenant Strategy

<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.iff.com&amp;esheet=54280580&amp;newsitemid=20250623457977&amp;lan=en-US&amp;anchor=IFF&amp;index=1&amp;md5=0bd85a9ccb14921157f8c4f13580f3dc">IFF</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IFF#NYSE">IFF</a>)--a global leader in flavors, fragrances, food ingredients, health and biosciences—has officially relocated its Global Business Services (GBS) center in Hyderabad to a newly constructed, state-of-the-art facility. This move marks a significant step in IFF's strategy to drive operational excellence and innovation through agile corporate functions. The new 75,000 sq. ft. office located in Hyderabad's prime financial district, is designed to accommodate up to 600 employees. It features cutting-edge infrastructure, collaborative workspaces and advanced technologies that support IFF's global operations.

IFF Expands in Hyderabad With New Office to Power Global Flavors, Fragrances, and Food Innovation

DXC Technology (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DXC#NYSE">DXC</a>), a leading Fortune 500 global technology services provider, and Carnival Cruise Line, the world's most popular cruise line, today announced a multi-year agreement to power the cruise line's technology infrastructure.&nbsp;
&nbsp;
This partnership will support Carnival's guest experience across its global fleet, as well as its portside and shoreside operations. DXC will deliver reliable and scalable IT services designed to enhance operational efficiency, improve employee productivity and help ensure a seamless, connected experience for millions of guests sailing annually with Carnival.&nbsp;

DXC Teams Up With Carnival Cruise Line to Boost Tech and Guest Experience Across Global Fleet

Earnings Beats

Earnings Misses

Ennis Q1 EPS $0.38 Beats $0.37 Estimate, Sales $97.20M Miss $99.30M Estimate

U.S. stock futures are up Monday morning, but only marginally as tensions continue to flare in the Middle East, following <a href="https://www.benzinga.com/news/politics/25/06/46042703/iran-calls-us-bombing-of-nuclear-sites-very-very-dangerous-for-everybody">American airstrikes</a> on Iranian nuclear facilities over the weekend. 
Investors are on the edge, with potential for further escalation in the crisis, following Iran&#8217;s parliament voting on Sunday to <a href="https://www.benzinga.com/news/politics/25/06/46044009/us-iran-tensions-escalate-as-iran-threatens-hormuz-closure-potentially-rattling-global-oil-markets">authorize the closure</a> of the Strait of Hormuz. 
The 10-year Treasury bond yielded 4.397%, and the two-year bond was at 3.927%. The CME Group&#8217;s FedWatch&nbsp;<a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html" target="_blank" rel="noreferrer noopener">tool</a>‘s projections show markets pricing an 85.5% likelihood of the Federal Reserve keeping the current interest rates unchanged in its next FOMC meeting in late July.
<figure class="wp-block-table"> 
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<tbody>
<tr>
<td>Futures</td>
<td>Change (+/-)</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>0.10%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>0.21%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>0.26%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-0.06%</td>
</tr>
</tbody>
</table>
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The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), which tracks the S&amp;P 500, and the Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which tracks the Nasdaq 100 index, are both up pre-market by 0.24% and 0.29%, respectively, according to <a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;idm7up&#x2A;_gcl_au&#x2A;OTU0MzA1MzE4LjE3NDcwMTIxNDM.&#x2A;_ga&#x2A;ZGVsZXRlZA..&#x2A;_ga_V7ZK73W7N0&#x2A;czE3NTA2NjM1NzckbzIzNCRnMSR0MTc1MDY2NzQzNCRqNjAkbDAkaDA.">Benzinga Pro</a> data.
Cues From Last Session:
The S&amp;P 500 ended down 0.22% on Friday, with a mixed sector-wise performance. Tech, healthcare, materials, and communications led the decline, while energy, consumer staples, and utilities rose higher, with energy leading the way, up 1.02% during the day.
The Dow Jones Industrial Average was flat during the day, up just 0.08% or 35 points, ending the week at 42,206.82 points, following a volatile session.
Drywall and insulation contractor, GMS Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GMS#NYSE">GMS</a>), rallied 23.77% during the day, after becoming an acquisition target of building products company, QXO Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QXO#NYSE">QXO</a>), which was followed by a string of hikes in the stock&#8217;s price targets, with the high end now at $105, representing a 5% upside from current levels.
The Philadelphia Fed manufacturing survey posted a 4% decline, compared to an analyst consensus of a 2% decline, while the U.S. Leading Economic Indicators release reported a 0.1% decline, in line with forecasts.
The Dow Jones index ended 35.16 points or 0.083% up at 42,206.82, whereas the S&amp;P 500 index fell 0.22% to 5,967.84. Nasdaq Composite declined 0.51% to 19,447.41, and the small-cap gauge, Russell 2000, tumbled 0.17% to end the week at 2,109.27.
<figure class="wp-block-table"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Index</td>
<td>Performance (+/-)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>-0.51%</td>
<td>19,447.41</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-0.22%</td>
<td>5,967.84</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-0.08%</td>
<td>42,206.82</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-0.51%</td>
<td>19,447.41</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts:
As tensions continued to flare between Israel, the U.S., and Iran, leading analysts remain optimistic regarding the market at the start of the new week.
Leading tech analyst, Dan Ives, shared on Sunday, in a post on X, that <a href="https://www.benzinga.com/news/politics/25/06/46045276/dan-ives-says-iran-threat-is-in-rear-view-mirror-calls-it-positive-for-the-middle-east-and-the-tech-sector">the Iran threat</a> was now in the &#8220;rear-view&#8221; for the markets. He added that the events that took place over the weekend will be seen as &#8220;a positive&#8221; for growth and stability in the Middle East. 
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The market will view this Iran threat as now gone and that is a positive for growth in the broader Middle East and ultimately the tech sector. It will take some time for this conflict to settle, but the market will view the worst is now in the rear-view mirror. Expect stocks up
&mdash; Dan Ives (@DivesTech) <a href="https://twitter.com/DivesTech/status/1936772081804292391?ref_src=twsrc%5Etfw">June 22, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Chartered Market Technician, Ryan Detrick, however, cautioned of a pullback in the markets, often seen in late-June or early-July in a post-election year. 
&#8220;The headlines are the headlines, but don&#8217;t forget that late June/early July tends to be weak in a post-election year,&#8221; he said on X.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The headlines are the headlines, but don&#39;t forget that late June/early July tends to be weak in a post-election year. <a href="https://t.co/pnRULgmhRY">pic.twitter.com/pnRULgmhRY</a>
&mdash; Ryan Detrick, CMT (@RyanDetrick) <a href="https://twitter.com/RyanDetrick/status/1936932156653056070?ref_src=twsrc%5Etfw">June 22, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Upcoming Economic Data:
Here&#8217;s what investors will be focused on, when markets open on Monday,
<ul class="wp-block-list">
<li>S&amp;P Flash U.S. Services PMI, along with the S&amp;P Flash U.S. Manufacturing PMI, is set to be released at 9:45 AM ET on Monday. </li>
<li>The Existing Home Sales data is set to be unveiled by 10:00 AM.</li>
</ul>
Stocks In Focus:
<ul class="wp-block-list">
<li>FactSet Research Systems Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>), a financial data provider, is set to release its third quarter results by 9 AM on Monday morning, before markets open. The stock is up 0.04% pre-market. </li>
<li>Commercial Metas Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMC#NYSE">CMC</a>) will be announcing its third quarter results by 11:00 AM, and the stock is up 6.20% pre-market. </li>
<li>KB Home (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>), a homebuilding company, is scheduled to announce its second quarter figures after markets close on Monday. The stock is down 0.44% pre-market. </li>
<li>PACS Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PACS#NYSE">PACS</a>), an operator of skilled-nursing care facilities, is expected to announce its quarterly results after markets close.</li>
</ul>
Commodities, Gold, And Global Equity Markets:
Crude oil futures are up 0.49% in the early New York session, with prices hovering around $74.19 per barrel, well below the day&#8217;s high of $77.13.
Gold Spot US Dollar was down 0.06%, trading at $3,366.61 per ounce. Its last record high stood at $3,500.33 per ounce. The U.S. Dollar Index (DXY) spot was up 0.35% at the 99.268 level.
Asian markets were mixed on Monday, with China&#8217;s Shanghai and Shenzhen indices up, while Japan&#8217;s Nikkei 225, the KOSPI, and India&#8217;s Nifty 50 ended the day lower.
Photo: Shutterstock

Pre-Market Outlook

PACS

US Stock Futures Rise As Markets Shrug Off Iran Strike Fallout: 'Worst Is Now In The Rear-View Mirror,' Says Top Analyst

Cambium Networks (NASDAQ: CMBM) today announced three standout hospitality Wi-Fi upgrades: DelParco Hotel in Udine, Italy; Maples Motor Inn in Pigeon Forge, Tennessee; and a portfolio of Hawaiian resorts modernized by systems integrator Pacific DirectConnect. All sites replaced legacy gear with Cambium's cloud-managed ONE Network—improving coverage, virtually eliminating support calls, and, in Hawaii, cutting planned outdoor AP counts by 60 percent while boosting guest-satisfaction scores.
&nbsp;
DelParco replaced multiple legacy systems with a full Cambium solution stack, including the NSE 3000 next–generation firewall, EX2028P/EX1028P aggregation and access switches, XV2–22H in–room wall plate APs, and XV2–21X APs in common areas—all orchestrated by the cnMaestro&#x2122; X cloud. Guests stream 4K content without buffering, staff applications run faster, and the hotel has recorded zero unplanned downtime since the cut–over.
"With our hospitality solutions, boutique properties can outperform brand–flags on connectivity without an army of IT staff," said Morgan Kurk, CEO, Cambium Networks.
"The solution installed by Giemme Soluzioni allows us to offer uncompromised connectivity that aligns with the high standards and image of our facility," added Paolo Meroi, Owner, DelParco Hotel.
Early Guest Feedback Turns Tech Gains into Revenue
Within weeks, DelParco's front desk saw a 75 % drop in Wi–Fi support calls, and OTA survey scores for "Internet Quality" jumped into the top quartile of comparable Italian hotels.
Quickrelay, a Cambium partner, installed 40 XV2-21X Wi-Fi 6 access points across 80 rooms, connected via fiber-backed EX-series switches. 'We chose Cambium for its feature-rich platform and single-pane cloud management,' said Chad Ellis, founder of Quickrelay. Within 30 days, guest Wi-Fi tickets fell to near zero while OTA scores for 'Internet Quality' climbed 30 points.
"Granular control over VLANs and application policies let us meet every vendor security requirement without on-site IT staff,' added Chad Ellis, Quickrelay."
Hawaii-based systems integrator <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4453331-1&amp;h=3760993667&amp;u=https%3A%2F%2Fwww.cambiumnetworks.com%2Fresource%2Fboosting-property-value-and-guest-satisfaction-pacific-directconnects-success-with-cambium-networks%2F&amp;a=Pacific+DirectConnect">Pacific DirectConnect</a> upgraded multiple upscale resorts with Cambium's Wi-Fi 6 indoor/outdoor access points, cnMatrix&#x2122; switches and cnMaestro&#x2122; X cloud management. By swapping 14 planned outdoor APs for just six XV2-23T units, the team reduced hardware by 60 % while still blanketing pool decks, conference centers and beachfront hammocks with strong signal.
Hotel managers say guest-satisfaction scores climbed sharply once the new network went live, confirming that reliable connectivity is now as essential as ocean views.
Together with wins at Maples Motor Inn and DelParco Hotel, the Pacific DirectConnect success underscores Cambium Networks' momentum as a preferred Wi-Fi backbone for the hospitality industry.
Global Momentum: Exceeding 1,000 Deployments and Counting
Cambium's hospitality footprint spans well over 1,000 hotels in more than 70 countries. Properties range from boutique inns to 1,000–room resorts, all managed through the same ONE Network architecture.
Future–Proof From Day One
The hotel's backbone is multi–gigabit, enabling DelParco to slot in Cambium's X7–35X Wi–Fi 7 access points—which recently received OpenRoaming&#x2122; certification—in the future without re-cabling or service disruption.

CMBM

Cambium Powers Major Hotel Wi-Fi Upgrades, Slashing Complaints and Boosting Guest Satisfaction

Cango Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CANG#NYSE">CANG</a>) ("Cango" or the "Company") today announced that it has entered into the fourth amendment (the "Fourth Amendment") to the On-Rack Sales and Purchase Agreement (the "Purchase Agreement") dated November 6, 2024 for the acquisitions of on-rack crypto mining machines with an aggregate hashrate of 18 Exahash per second through issuance of Class A ordinary shares of the Company to the sellers (the "Share-Settled Transactions").
&nbsp;
The Company announced signing of the Purchase Agreement on November 6, 2024, and amendments to the agreement on March 26, 2025, April 3, 2025 and June 4, 2025. The Fourth Amendment adjusted the split of hashrate represented by the crypto mining machines sold by certain sellers, including Golden TechGen Limited ("GT"), Fortune Peak Limited and Silver Crest Limited, and accordingly, adjusted the split of the number of Class A ordinary shares to be issued to these sellers at closing and the bonus shares that may be issued to these sellers upon the bonus triggering&nbsp;event as provided in the original Purchase Agreement. Upon closing of the Share-Settled Transactions as amended (and before completion of the transactions contemplated by the definitive agreement announced by the Company on June 2, 2025), GT, which is expected to be the largest seller in these transactions, will own approximately 19.85% of the Company's total outstanding shares. The total hashrate represented by the crypto mining machines sold by all sellers, the total number of Class A ordinary shares of the Company to be issued to all sellers at the closing and the total number of bonus shares to be issued to all sellers upon the bonus triggering&nbsp;event remain unchanged.
The closing of the Share-Settled Transactions is subject to certain closing conditions that are yet to be satisfied or waived and the Company is working with the relevant parties towards the closing of the Share-Settled Transactions. There can be no assurance that the closing conditions will be satisfied nor that the Share-Settled Transactions will be completed before the contemplated closing date stipulated in the Purchase Agreement or at all.

CANG

Cango Updates Crypto Mining Deal, Seller to Own Nearly 20% Stake After Share-Based Machine Purchase

Linde (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LIN#NASDAQ">LIN</a>) today announced it has signed a new long-term agreement with Blue Point Number One, a joint venture between CF Industries, JERA and Mitsui &amp; Co. Under the terms of the agreement, Linde will supply industrial gases to Blue Point's 1.4 million metric tons low-carbon ammonia plant in Ascension Parish, Louisiana.
Linde will build, own and operate a world-scale air separation unit (ASU) to supply oxygen and nitrogen to the Blue Point project, expected to be one of the largest low-carbon ammonia projects in the world. Linde will invest more than $400 million in the new on-site plant, which is expected to start up in 2029.
Linde's extensive U.S. Gulf Coast infrastructure includes multiple industrial gases production facilities across the region. The new on-site facility will be the largest ASU in the Mississippi River corridor of southeast Louisiana, complementing Linde's existing strong hydrogen and syngas infrastructure in the area.

Linde to Invest $400M in Giant Louisiana Plant Supplying Gases for Low-Carbon Ammonia Project

<a href="https://www.wsj.com/business/alibaba-folds-food-delivery-online-travel-services-into-core-e-commerce-unit-d1205f8e">https://www.wsj.com/business/alibaba-folds-food-delivery-online-travel-services-into-core-e-commerce-unit-d1205f8e</a>&nbsp;

BABA

The Wall Street Journal Reported Alibaba Is Folding Its Food Delivery, Online Travel Services Into Core E-Commerce Unit

Alibaba Group Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NASDAQ">BABA</a>) <a target="_blank" href="https://www.benzinga.com/topic/alibaba" rel="noreferrer noopener">is merging its</a> food delivery platform Ele.me and online travel agency Fliggy into its core&nbsp;e-commerce&nbsp;business.
The restructuring signifies Alibaba&#8217;s strategic rechanneling of resources towards its core revenue drivers, a move necessitated by fierce domestic rivalry in the on-demand delivery sector with JD.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) and Meituan.
Meituan&#8217;s daily orders reportedly reached 90 million recently, while JD.com&#8217;s service hit 25 million orders earlier in June.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46032308/alibaba-expands-ai-cloud-footprint-in-south-korea-with-new-data-hub-launching-in-june" rel="noreferrer noopener">Alibaba Expands AI Cloud Footprint In South Korea With New Data Hub Launching In June</a>
Alibaba announced on Monday that daily orders have reached 60 million.
Ele.me CEO Fan Yu and Fliggy CEO Zhuang Zhuoran will report directly to Jiang Fan, who leads Alibaba&#8217;s E-commerce Business Group, SCMP <a target="_blank" href="https://www.scmp.com/tech/big-tech/article/3315436/alibaba-merges-delivery-platform-eleme-and-travel-agency-fliggy-e-commerce-group" rel="noreferrer noopener">reported</a> on Monday, citing Alibaba CEO&nbsp;Eddie Wu Yongming&#8217;s internal memo.
Alibaba&#8217;s E-commerce Business Group supervised domestic platforms Tmall and Taobao and the company&#8217;s global e-commerce operations.
The fierce competition in China&#8217;s on-demand delivery and e-commerce sectors is pushing major players to innovate. As rivals like JD.com and Meituan ramp up their logistics, Alibaba is fortifying its delivery network.
Demonstrating this focus, in April, Alibaba launched a <a target="_blank" href="https://www.benzinga.com/25/04/45105930/alibaba-instant-commerce-delivery" rel="noreferrer noopener">new rapid-delivery feature</a> on its Taobao shopping platform, directly addressing the consumer demand for quicker receipt of goods and aiming to stay ahead in the delivery race.
Reportedly, JD.com sought to hire tens of thousands of full-time riders. Meanwhile, Meituan held a commanding 70% of China&#8217;s food delivery market, as <a target="_blank" href="https://www.scmp.com/tech/big-tech/article/3315095/meituans-food-delivery-market-dominance-china-remains-stable-70-report-says" rel="noreferrer noopener">cited</a> by SCMP, which referenced Leiphone.com last week.
Meituan has been aggressively expanding globally through its Keeta brand to beat the domestic slowdown. Since launching in 2023, it has held a 44% market share in Hong Kong, SCMP cited a March 2024 survey by Measurable AI.
Meituan launched Keeta in Saudi Arabia and plans to&nbsp;launch it in Brazil. JD.com will reveal a new food delivery model in July.
According to Bocom International, as cited by SCMP, in 2024, Meituan held 65% of the food delivery market, with Ele.me at 33%.
Price Action:&nbsp;BABA shares are trading lower by&nbsp;0.50% to&nbsp;112.45&nbsp;premarket at&nbsp;last check Monday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45473543/alibabas-cloud-and-e-commerce-units-shine-as-analyst-sees-ai-take-rates-fueling-future-growth" target="_blank" rel="noreferrer noopener">Alibaba Misses Revenue, But AI Cloud Has Silver Lining</a></li>
</ul>
Photo by Mamun_Sheikh via Shutterstock

Asia

Tech

Media

Alibaba Integrates Ele.me And Fliggy Into Core Business To Battle Rivals In Delivery War

Press Releases

Traeger to Participate in the Canaccord Genuity 44th Annual Growth Conference

Traeger Announces Reporting Date for Third Quarter Fiscal 2024 Financial Results

Traeger Announces Third Quarter Fiscal 2024 Results

TRAEGER GRILLS CELEBRATES 40 YEARS OF INNOVATION WITH THE ALL-NEW WOODRIDGE PELLET GRILL SERIES

Traeger Announces Reporting Date for Fourth Quarter and Full Year 2024 Financial Results

Traeger Announces Chief Financial Officer Transition

Traeger Announces Fourth Quarter and Full Year 2024 Results

TRAEGER GRILLS REIGNITES THE GRIDDLE CATEGORY FURTHER EXPANDING THE OUTDOOR COOKING EXPERIENCE BY LAUNCHING THE FLATROCK 2 ZONE

Traeger Announces Reporting Date for First Quarter Fiscal 2025 Financial Results

Traeger Announces First Quarter Fiscal 2025 Results

Aterian

Cricut

Fenbo Holdings

Hamilton Beach Brands Holding Company Class A Common Stock

Hamilton Beach Brands

Helen Of Troy

iRobot

SharkNinja

Viomi Technology Co., Ltd - American Depositary Shares

Viomi Technology Co

Whirlpool

B. Riley Securities

Piper Sandler

Telsey Advisory Group

Canaccord Genuity

Morgan Stanley

기업 고위 관계자들이 대통령 당선자 <a href="https://www.benzinga.com/topic/tariffs" target="_blank" rel="noreferrer noopener">도널드 트럼프의 관세 계획</a>에 대한 대응 전략을 이미 마련했다.



트럼프 행정부는 중국 수입품에 대해 평균 20%의 관세를 인상할 것으로 예상되며, 소비재가 아닌 상품은 60%까지 인상될 수 있다고 골드만삭스의 로니 워커(Ronnie Walker)가 화요일에 발표한 보고서에서 밝혔다.



자동차 수입에 대한 추가 관세도 예상되며, 다른 국가에서 수입되는 모든 품목들에 대해 10%에서 20%의 보편적 관세가 부과될 가능성이 40%로 나타났다.



골드만삭스는 3분기 논의를 분석하여 기업 의견을 바탕으로 세 가지 주요 전략을 도출했다.



미국 기업들이 관세 폭풍에 대비하는 방법은 다음과 같다:



<h2 class="wp-block-heading">전략 1: 고객에게 더 많은 비용을 지불하게 하라</h2>



높아진 수입 비용을 처리하기 위해 많은 회사들이 직관적인 접근 방식을 택할 것이다: 가격 인상.



오토존(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>)과 베스트 바이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>)와 같은 주요 기업들은 관세 비용을 고객에게 직접 전가할 것으로 예상한다고 밝혔다.



골드만삭스가 강조한 바와 같이, 베스트 바이는 이전의 관세 부과 시 비용이 &#8220;주로 공급업체, 회사 및 궁극적으로 최종 고객 간에 공유되었다&#8221;고 인정했다.



비슷하게, 트래거(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COOK#NYSE">COOK</a>)는 &#8220;가격 책정은 항상 조정 가능한 요소이다&#8230; 대부분의 브랜드는 하락세를 완화하기 위해 가격 인상에 의존할 것이다&#8221;고 말했다.



골드만삭스의 경제학자들은 관세가 전반적으로 가격을 인상하는 경향이 있으며, 부담이 일반적으로 소비자에게 전가된다고 강조했다.



&#8220;트럼프 행정부 첫 번째 임기의 경험은 관세가 소비자 가격에 주로 전가된다는 것을 보여준다&#8221;고 워커가 적었다.



<h2 class="wp-block-heading">전략 2: 수입품 비축하기</h2>



일부 회사들은 관세 발효 이전에 상품을 비축함으로써 관세 부담을 피하려고 서두르고 있다.



골드만삭스에 의하면, 아처 대니얼스 미들랜드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADM#NYSE">ADM</a>)는 3분기 실적 발표에서 관세를 대비하기 위해 재고를 미리 쌓아두는 추세가 나타나고 있다고 언급했다.



클라루스 코퍼레이션(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLAR#NASDAQ">CLAR</a>)도 관세가 발효되기 전에 구매를 앞당겨 재고를 확보하는 것이 완충 역할을 한다고 강조했다:



&#8220;관세의 시기와 규모를 알게 되면 구매를 조정하여 재고를 쌓을 수 있다&#8221;고 클라루스가 실적 발표에서 말했다.



이 투자은행은 &#8220;우리 글로벌 경제팀이 최근 수집한 보고서에 따르면, 이는 이미 진행 중일 수 있다&#8221;고 덧붙였다.



중국에서 미국행 선적량이 2024년 선거 이후 눈에 띄게 증가한 것으로 나타났다. 또한, 유럽 수출업자들도 잠재적 관세를 피하기 위해 선적을 미리 하는 것으로 보인다.



재고 비축은 일시적인 해결책일 뿐이며, 저장 및 운반 비용이 시간이 지남에 따라 마진을 잠식할 수 있다고 골드만삭스가 언급했다.



<h2 class="wp-block-heading">전략 3: 공급망 재편성</h2>



많은 회사들이 관세가 높은 지역인 중국에서 공급망을 다른 지역으로 옮기는 것이 가장 좋은 장기 솔루션이 되었다.



지난 7년 동안, 미국 제조업체들은 중국 수입품에 대한 의존도를 줄이고 멕시코와 다른 아시아 국가로 선회해왔다. 골드만삭스에 따르면, 이는 관세 부과를 대비한 준비로 해석된다.



골드만삭스는 아메리칸 우드마크(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMWD#NASDAQ">AMWD</a>)와 스탠리 블랙 앤 데커(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWK#NYSE">SWK</a>)의 통찰력을 강조했다.



아메리칸 우드마크는 &#8220;중국 수입품에 대한 노출을 상당히 줄였다&#8221;고 밝혔으며, 스탠리 블랙 앤 데커는 생산을 &#8220;다른 아시아 지역이나 멕시코로 전환할 수 있다&#8221;고 언급했다.



그렇지만 골드만삭스의 경제학자들은 생산을 미국으로 다시 옮기는 전략, 즉 &#8220;리쇼어링&#8221;은 여전히 가능성이 낮다고 말했다.



<h2 class="wp-block-heading">리쇼어링은 현실적인가?</h2>



&#8220;비용 효율적이지 않다&#8221;고 스탠리 블랙 앤 데커가 말했다. &#8220;미국에는 노동력 부족도 고려해야 한다.&#8221;



컬럼비아 스포츠웨어(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>)는 일부 신발과 의류에 대해 관세가 40%까지 높아져도 비용 차이가 국내 생산 증가를 촉발하지 않았다고 덧붙였다.



국내 제조를 더 많이 요구하는 목소리가 있음에도 불구하고, 미국 경제가 수입품에 깊이 의존하고 있다는 증거가 있다.



지난 10년 동안, 외국 중간재와 최종 제조품의 수입이 국내 제조 성장률을 초과했다고 골드만삭스가 밝혔다.



부트 반 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOOT#NYSE">BOOT</a>)는 중국에서 완전히 분리되는 것이 어렵다고 인정했다.



골드만삭스는 부트 반 홀딩스의 3분기 실적 발표에서 경영진의 발언을 강조했다: &#8220;우리는 중국에서 완전히 철수하지는 않겠지만, 노출을 잘 조절해왔다.&#8221;



좀 더 낙관적인 시각으로, 디지 인터내셔널(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DGII#NASDAQ">DGII</a>)은 상황이 허락한다면 미국 내 시설로 제조를 이전할 계획을 밝혔다.



다음 읽기:



<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/24/12/42416922/us-small-business-optimism-soars-to-highest-level-in-over-three-years-election-results-signal-a-major-shift">미국 소기업 낙관지수, 선거 결과가 &#8216;중대한 변화 신호&#8217;를 나타낸 후 3년 만에 최고치로 상승</a></li>
</ul>



이미지: Shutterstock



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