Recent #Retail news in the semiconductor industry

3 months ago

➀ Axelera AI, founded in 2021, aims to provide scalable edge AI hardware and software solutions.

➁ The company has raised USD 120 million and has a world-class team of over 190 employees.

➂ Axelera AI's Metis platform offers high performance with low power consumption, targeting applications like computer vision, automotive, and healthcare.

AIAI AccelerationAI PlatformAxelera AIComputational EfficiencyDeep LearningEdge ComputingEnergy ConsumptionHardwareHealthcareIn-Memory ComputingIoTMetisNeural NetworksRISC-VRetailSDKSEMICONDUCTORSecurityautomotivesoftware
3 months ago
1. Despite a 113.1% stock surge since May 2022, Dillard's revenue, profits, and cash flows have deteriorated, leading to a downgrade to 'sell'. 2. Management's focus on dividends and buybacks over operational improvements suggests short-term gains at the expense of long-term health. 3. Declining comparable store sales and transaction numbers indicate deeper issues with customer engagement and financial performance.
Investment AnalysisRetailfinancial performance
4 months ago
1. Costco's efficient business model and high customer loyalty drive consistent shareholder value, but its current valuation is too high for a buy rating. 2. Despite robust growth and resilience to economic conditions, Costco's forward price-to-earnings ratio implies a low earnings yield for a couple of years, making it less attractive for new investments. 3. Potential growth paths include international expansion and e-commerce, but challenges in adapting the business model to new regions exist.
Investment AnalysisRetailStock Valuation
5 months ago
➀ The article discusses the importance of choosing the right cloud platform for implementing IoT protocols. ➁ It highlights various use cases of IoT across different industries. ➂ It emphasizes the significance of leveraging appropriate libraries and cloud services for seamless integration of IoT devices with cloud-based applications.
AgricultureHealthcareIoTRetailSmart BuildingsSmart CitiesSupply Chain ManagementTransportationenvironmental monitoringsmart home
8 months ago
1. Target's fundamentals are improving with positive comparable sales, driven by digital growth and innovative merchandising in categories like Apparel, Home, and Beauty; 2. The Target Circle loyalty program is a key growth driver, enhancing customer insights and enabling personalized offers to boost purchase frequency; 3. Strong operating rigor, prudent inventory management, and a new CFO position Target for margin expansion and continued profitability growth.
Consumer DiscretionaryE-CommerceRetail
9 months ago
1. Abercrombie & Fitch's Q2 results exceeded expectations with significant growth and improved profitability across brands. 2. The company raised its FY2024 outlook above Wall Street estimates but failed to meet overly high investor expectations, leading to a stock crash. 3. The stock is now considered fairly valued after the recent decline, reflecting a more balanced assessment of its performance and future prospects.
Consumer GoodsEarnings AnalysisRetail
9 months ago
1. Lotte Home Shopping is hosting a fashion special event, showcasing new arrivals for the fall and winter seasons; 2. The event features a wide range of products, from premium materials like cashmere to practical and affordable items, catering to various customer needs; 3. The company is also enhancing the identity of its exclusive fashion brands and strengthening its fashion expertise.
E-CommerceFashionRetail
10 months ago
1. The article analyzes two stocks, SLB and Costco, with SLB having potential upside due to its strong position in the oil industry and Costco facing risks from its high valuation. 2. Interest in low-volatility growth stocks reflects a risk-averse market, but investing in cyclicals and emerging markets may offer better long-term safety. 3. The author suggests that high-quality cyclical and emerging market stocks, despite their volatility, may provide more safety and value in the long run.
Oil IndustryRetailValuation
10 months ago
1. Ottogi, a food company, will increase the prices of its products such as curry and ketchup by up to 15% in response to rising ingredient costs. 2. The price hike will affect products sold in large supermarkets and convenience stores, with different percentages for each location. 3. The company has cited the significant increase in the cost of tomato paste and peppercorns as reasons for the adjustment.
Price IncreaseRetailSupply Chain
10 months ago
❶ French retailer PC21.fr has prematurely listed prices for AMD's Ryzen 9000 series CPUs, including the Ryzen 9 9900X at €680.90. ❷ These listings appear to be legitimate but are available before the official launch, raising concerns about potential NDA breaches. ❸ It is advised to wait for the official launch and MSRPs before purchasing these processors.
AMDRetailcpu
11 months ago
1. GAME UK, a leading video games retailer in the UK, is discontinuing more of its services, including the sale of physical currency cards. 2. The company has been undergoing a series of downsizing strategies, such as ending in-store pre-orders and closing physical stores. 3. Despite these changes, customers can still purchase digital codes for game credits, but physical cards will no longer be available.
Business StrategyRetailVideo Games
11 months ago
1. GAME UK, a leading video games retailer in the UK, has been scaling back its services over the past year, including ending its Reward program and trade-in services. 2. Starting from August 1st, GAME UK will stop accepting in-store pre-orders, and customers will only be able to pre-order through the company's website. 3. The GAME Wallet functionality will also be shut down on August 21st, and any pre-orders set to release after January 2025 will be refunded.
Business StrategyRetailVideo Games