Anne Gates

October 17, 2026

RJF News: Team Transfer, Earnings Preview, Analyst Target Change. Janney Securities has moved a $3.5 billion Houston‑based team from RJF, a shift that may affect RJF’s client base. The firm is also bullish on Capri and has released an earnings preview, while analysts have lowered their price target to $166. Recent research highlights potential undervaluation and a new hire, Dan Connolly, which could influence future strategy.

October 17, 2026

LVMH Q3 China Slowdown; Kate Spade Targets Gen Z. LVMH reported that its Fashion & Leather Goods division saw organic sales decline by 5% in Q3, citing a demand slowdown in China. This macro headwind is relevant to Tapestry, which also operates in the luxury sector. Meanwhile, Kate Spade CEO Eva Erdmann is focusing on the brand's heritage to attract younger Gen Z customers.

October 17, 2026

Kroger adds candy focus and new coffee line as shoplifting pressures grow. Kroger is being promoted as America’s candy destination and has introduced Javvy Coffee’s peppermint mocha line in its stores nationwide. At the same time, the retailer is dealing with a broader shoplifting trend that also affects Walmart and Target, adding pressure on margins. Industry peers such as Albertsons are also announcing cost cuts and store closures, while analysts note that Kroger’s recent cost‑saving measures could support a turnaround and view the stock as undervalued relative to its $68.32 average target.