NYSE:HPQ
NYSE:HPQTech

Has The Profit Forecast Cut Redefined HP’s Investment Narrative?

HP cut its annual profit forecast for fiscal 2025, attributing the change to higher tariffs and inflationary pressures that have weakened demand for personal computers, with quarterly results missing analyst expectations. The company accelerated production shifts to Vietnam, Thailand, India, Mexico, and the US to mitigate tariff risks, expecting nearly all North American products to be built outside China by June. We'll examine how tariff-driven margin pressures may alter HP's long-term investme
NYSE:ANF
NYSE:ANFSpecialty Retail

Have Tariffs And Raised Sales Targets Rewritten The Abercrombie & Fitch Investment Story?

Abercrombie & Fitch reported better-than-expected first-quarter results, driven by robust demand and record sales across its brands, especially Hollister, and increased its annual sales guidance, even as tariff impacts prompted the company to lower its yearly profit outlook. While the company is experiencing higher costs due to tariffs, it continues to invest in store expansion and share repurchases, reflecting management’s confidence in ongoing brand strength and sales momentum. We'll examine h