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# ![@HudsonLabs Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1211742170165596160.png) @HudsonLabs Hudson Labs

Hudson Labs posts on X about tariffs, momentum, stocks, $ual the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1211742170165596160/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1211742170165596160/c:line/m:interactions.svg)

- X Week XXXXX +79%
- X Month XXXXXX -XX%
- X Months XXXXXXX +90%
- X Year XXXXXXX +251%

### Mentions: X [#](/creator/twitter::1211742170165596160/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1211742170165596160/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XX -XX%
- X Months XXX +123%
- X Year XXX +498%

### Followers: XXXXX [#](/creator/twitter::1211742170165596160/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1211742170165596160/c:line/m:followers.svg)

- X Week XXXXX -XXXX%
- X Month XXXXX +0.05%
- X Months XXXXX +6.60%
- X Year XXXXX +11%

### CreatorRank: undefined [#](/creator/twitter::1211742170165596160/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1211742170165596160/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1211742170165596160/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [currencies](/list/currencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[tariffs](/topic/tariffs) 1.73%, [momentum](/topic/momentum) #2985, [stocks](/topic/stocks) 1.16%, [$ual](/topic/$ual) 1.16%, [ops](/topic/ops) 1.16%, [airlines](/topic/airlines) 1.16%, [$152b](/topic/$152b) 1.16%, [$234gal](/topic/$234gal) #1, [$ibkr](/topic/$ibkr) 0.58%, [futures](/topic/futures) XXXX%

**Top accounts mentioned or mentioned by**
[@cohere](/creator/undefined) [@jayalammar](/creator/undefined) [@dannyocean555](/creator/undefined) [@thebenschmark](/creator/undefined) [@theiphawk](/creator/undefined) [@stamford_sam](/creator/undefined) [@dkarbowitz](/creator/undefined) [@dissectmarkets](/creator/undefined) [@lkpreserve](/creator/undefined) [@vivek_kumar](/creator/undefined)

**Top assets mentioned**
[United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Darden Restaurants, Inc. (DRI)](/topic/$dri) [Morgan Stanley (MS)](/topic/morgan-stanley) [Electronic Arts Inc. (EA)](/topic/$ea) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Taiwan Semiconductor (TSM)](/topic/$tsm) [JPMorgan Chase (JPM)](/topic/$jpm) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [McCormick & Company, Incorporated (MKC)](/topic/$mkc) [Tapestry, Inc. (TPR)](/topic/$tpr) [Statter Network (STT)](/topic/$stt)
### Top Social Posts [#](/creator/twitter::1211742170165596160/posts)
---
Top posts by engagements in the last XX hours

"Interactive Brokers $IBKR expands crypto offerings and Europe presence targeting new clients and market share growth. Q325 earnings call tomorrow post-market hours. ➡Revenue has grown YoY for eight straight quarters driven by strong trading volumes in options futures and stocks ➡Management bullish: added 250K net new accounts in Q2 bringing YTD total to 528K outpacing all of 2023 ➡Launched Investment Themes turning market trends like AI or nuclear energy into tradable ideas in seconds Below is a summarization of forward looking statements:"  
[X Link](https://x.com/HudsonLabs/status/1978458781232029988) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-15T13:51Z 3656 followers, XXX engagements


"Fee growth cools but premium demand and spend trends stay strong for Amex $AXP.Q325 earnings call tomorrow 8:30 AM ET. ➡ Revenue up X straight quarters driven by strong spend higher NII and fee growth ➡ Premium cards drive growth: double-digit account gains XX% spend retention ➡ Millennial spend +10% Gen Z +40% in Q125 showing deep engagement from younger cohorts ➡ Platinum Card refresh announced in Q125 earnings call now live at $XXX offering up to $3500 in dining hotel and wellness perks (Source: BI) ➡ Lounge overcrowding persists; mgmt expanding capacity new formats and Delta tie-ups to"  
[X Link](https://x.com/HudsonLabs/status/1978842692898431306) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-16T15:17Z 3656 followers, XXX engagements


"$STZ Q226 earnings Monday X AM ET: declining sales macro pressures and aluminum tariffs ($20M FY26 headwind) set the stage ➡ After positive FY24 growth revenue momentum slowed; Q1 FY26 net sales -X% YoY on wine & spirits divestitures and softer beer demand ➡ Consumer demand soft amid macro pressures but brand health & loyalty remain strong; spend per visit up despite fewer trips ➡ FY26 guidance: Enterprise net sales -X% to +1% FCF $1.5-1.6B (vs $1.9B in FY25); modest beer growth (0%-3%) wine & spirits down (-17% to -20%)"  
[X Link](https://x.com/HudsonLabs/status/1974202801166381449) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-03T20:00Z 3656 followers, XXX engagements


"United Airlines $UAL Q325 earnings call tomorrow 10:30 AM ET. Momentum building as demand and margins climb back toward pre-pandemic highs. ➡Q225: $15.2B rev $XXXX adj. EPS XX% adj. margin. Profit up as fuel slides to $2.34/gal. ➡Tailwinds: Booking strength biz travel rebound tighter capacity record ops and lean costs ➡Headwinds: Newark issues TRASM -X% YoY macro drag early in year; labor inflation and XXX delays may trim H2 margins ➡Capital Allocation: $1.5B debt retired early $235M buybacks $6.5B capex ➡Free Cash Flow: $1.1B in Q2 targeting $2B+ FY25 ➡EPS Guidance: Q3 $2.25$2.75 (vs $3.33"  
[X Link](https://x.com/HudsonLabs/status/1978458941240598765) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-15T13:52Z 3656 followers, XXX engagements


"United Airlines $UAL Q325 earnings call tomorrow 10:30 AM ET. Momentum building as demand and margins climb back toward pre-pandemic highs. Q225: $15.2B rev $XXXX adj. EPS XX% adj. margin. Profit up as fuel slides to $2.34/gal. Tailwinds: Booking strength biz travel rebound tighter capacity record ops and lean costs Headwinds: Newark issues TRASM -X% YoY macro drag early in year; labor inflation and XXX delays may trim H2 margins Capital Allocation: $1.5B debt retired early $235M buybacks $6.5B capex Free Cash Flow: $1.1B in Q2 targeting $2B+ FY25 EPS Guidance: Q3 $2.25$2.75 (vs $XXXX Q324);"  
[X Link](https://x.com/HudsonLabs/status/1978449056541090037) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-15T13:13Z 3656 followers, XXX engagements


"Olive Garden (OG) + LongHorn parent Darden is flexing as casual dining claws back wallet share from fast food. $DRI earnings call tomorrow (8:30AM ET) Q425 same-restaurant sales +4.6% on OG BOGO deals + LongHorn execution CEO Cardenas: Value speed. Casual dining is stealing share from fast food and fast casual OG delivery = younger higher-income guests (40% of pickup tried delivery) Demand skewed to $100k-$150k+ households. $50k still soft FY26 guide: Sales +7%-8% SRS +2%-3.5% EPS $10.50$10.70 (+18%-20% YoY) 60-65 new units Can value + delivery keep driving $DRI higher"  
[X Link](https://x.com/HudsonLabs/status/1968336645322903935) [@HudsonLabs](/creator/x/HudsonLabs) 2025-09-17T15:30Z 3656 followers, XXX engagements


"Morgan Stanley is deploying AI internally (DevGen. AI Parable LeadIQ) and highlighted the need to feed the cost of endogenous AI" $MS"  
[X Link](https://x.com/HudsonLabs/status/1978504881431331323) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-15T16:54Z 3656 followers, XXX engagements


"$EA goes private in a record $55B LBO; marking one of the largest deals in gaming history. Stocks over XX% in the last month. ➡ Deal: $210/share; $36B equity from PIF Silver Lake and Affinity + $20B JPMorgan debt. CEO Andrew Wilson stays; delisting expected Q1 FY27 pending approvals. ➡ Q126 results: Revenue $1.671B (+1% YoY); Net Income $201M (-28% YoY); FCF -$55M (vs positive 53M in Q125) ➡ EA SPORTS F1 XX bookings up XX% on gameplay upgrades and F1 movie tie-in; EA FC XX hit 50M+ installs with record DAUs; Madden NFL and College Football remain strong ➡ Pipeline: EA SPORTS FC XX launched;"  
[X Link](https://x.com/HudsonLabs/status/1973391365271683554) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-01T14:15Z 3656 followers, XXX engagements


"IDEXX Laboratories $IDXX posted strong results and FY25 guidance. Though US vet visits are expected to decline by X% US net price realization was 3.5%. International growth remains strong with DD growth in Europe. Disclaimer: the author pays IDEXX through vet visits"  
[X Link](https://x.com/HudsonLabs/status/1886461220942659890) [@HudsonLabs](/creator/x/HudsonLabs) 2025-02-03T17:06Z 3656 followers, XXX engagements


"$TSM Advanced Packaging & Backend Supply Chain👇 Guide: Revenue: USD 32.2-33.4B for Q4'25 (1% sequential decrease XX% year-over-year increase at midpoint). Gross Margin: 59%-61% for Q4 2025; guided to increase by XX bps to XX% at the midpoint. 2025 CapEx narrowed to $4042B (from $3842B); XX% for advanced process 1020% specialty 1020% advanced packaging/testing/mask making. AI Accelerator Revenue Growth: Previously guided at mid-40s CAGR (20242029); current demand is "a little bit better than that." Gross margin dilution from overseas fabs expected at XX% for 2025 rising to XX% in early ramp"  
[X Link](https://x.com/HudsonLabs/status/1978849601051386143) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-16T15:44Z 3656 followers, XXX engagements


"Takeaways from JPMorgans call with implications for other industries $JPM"  
[X Link](https://x.com/HudsonLabs/status/1978482771614949700) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-15T15:27Z 3656 followers, XXX engagements


"Albertsons $ACI Q225 earnings call on 14th October Tuesday 8:30 AM ET. Steady sales digital and pharmacy driving growth tariffs in focus. ➡ Steady sales growth over eight consecutive quarters with Q125 up XXX% YoY. E-commerce and pharmacy drive growth. ➡Better-for-You products gain traction: natural organic specialty health and ethnic products (NOSHE) including premium sparkling water and cottage cheese boosted by health trends and social media ➡ Tariffs push up COGS for some ingredients and packaging though over XX% of goods are sourced domestically ➡ FY25 Guidance: Comp sales growth"  
[X Link](https://x.com/HudsonLabs/status/1976331828673008036) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-09T17:00Z 3656 followers, XXX engagements


"Spices and condiments maker McCormick $MKC posted steady Q325 results on Tuesday as rising tariffs and costs kept margins under pressure. ➡ Net Sales +3% YoY EPS +1.2% but margins shrink on higher tariffs and input costs ➡ Tight budgets same love for flavor: Shoppers are buying smarter with larger packs smaller trips and more home-cooked meals ➡ Healthier eating drives flavor demand as consumers seek high-protein fiber-rich and functional foods ➡ Tariffs weigh heavier: $MKCs 2025 costs rise to $70M with exposure at $140M. Management plans to offset through productivity and supply chain gains."  
[X Link](https://x.com/HudsonLabs/status/1976302851111506310) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-09T15:04Z 3656 followers, XXX engagements


"Fashion brand Tapestry $TPR parent of Coach Kate Spade and Stuart Weitzman reported Q425 earnings yesterday at X AM ET. Shares were down XX% at the end of the day due to the profit outlook not meeting expectations. - Revenue rose X% YoY driven by XX% growth in Coach. Non-GAAP EPS was $XXXX up XX% YoY. - Stuart Weitzman brand was sold to concentrate on core brands and optimize the product portfolio - Management is projecting a $160M tariff impact in FY26 impacting EPS by $XXXX - For FY26 Management has guided a revenue of $7.2B (up X% YoY) and EPS of $5.30-$5.45 (up 4%-7% YoY)"  
[X Link](https://x.com/HudsonLabs/status/1956377847083180295) [@HudsonLabs](/creator/x/HudsonLabs) 2025-08-15T15:30Z 3656 followers, XXX engagements


"Record AUM and strong inflows set the stage for State Street $STT Q325 earnings call tomorrow at XX AM ET. ➡ Record AUM $5.1T +17% YoY driven by $82B net inflows and record ETF trading ➡ Tailwinds: $145M Investment Services fees FX trading +27% YoY SaaS ARR +10% strong asset inflows ➡ Headwinds: NII pressured by lower short-end rates deposit mix shifts FX translation & rising expenses regulatory/economic risks ➡ FY25 Guidance: Fee revenue +5%-7% NII flat expense growth 3%-4% positive fee & total operating leverage"  
[X Link](https://x.com/HudsonLabs/status/1978868542909911503) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-16T17:00Z 3656 followers, XXX engagements


"Comment with a ticker well DM you a Co-Analyst sample project see how others are using AI to speed up research: 🗂 Quick initiation key debates metrics competitive trends ⚡ Earnings prep guidance tracking verbatim call summaries 📉 Skip digging through 100s of pages of SEC filings From X weeks X hours on new names"  
[X Link](https://x.com/HudsonLabs/status/1965408602857873803) [@HudsonLabs](/creator/x/HudsonLabs) 2025-09-09T13:35Z 3656 followers, 5841 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@HudsonLabs Avatar @HudsonLabs Hudson Labs

Hudson Labs posts on X about tariffs, momentum, stocks, $ual the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

Engagements Line Chart

  • X Week XXXXX +79%
  • X Month XXXXXX -XX%
  • X Months XXXXXXX +90%
  • X Year XXXXXXX +251%

Mentions: X #

Mentions Line Chart

  • X Week XX -XXXX%
  • X Month XX -XX%
  • X Months XXX +123%
  • X Year XXX +498%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX -XXXX%
  • X Month XXXXX +0.05%
  • X Months XXXXX +6.60%
  • X Year XXXXX +11%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% finance XXXX% currencies XXXX% fashion brands XXXX% luxury brands XXXX% cryptocurrencies XXXX%

Social topic influence tariffs 1.73%, momentum #2985, stocks 1.16%, $ual 1.16%, ops 1.16%, airlines 1.16%, $152b 1.16%, $234gal #1, $ibkr 0.58%, futures XXXX%

Top accounts mentioned or mentioned by @cohere @jayalammar @dannyocean555 @thebenschmark @theiphawk @stamford_sam @dkarbowitz @dissectmarkets @lkpreserve @vivek_kumar

Top assets mentioned United Airlines Holdings, Inc. (UAL) Interactive Brokers Group, Inc. (IBKR) Constellation Brands, Inc. Class A (STZ) Darden Restaurants, Inc. (DRI) Morgan Stanley (MS) Electronic Arts Inc. (EA) IDEXX Laboratories, Inc. (IDXX) Taiwan Semiconductor (TSM) JPMorgan Chase (JPM) Albertsons Companies, Inc. (ACI) McCormick & Company, Incorporated (MKC) Tapestry, Inc. (TPR) Statter Network (STT)

Top Social Posts #


Top posts by engagements in the last XX hours

"Interactive Brokers $IBKR expands crypto offerings and Europe presence targeting new clients and market share growth. Q325 earnings call tomorrow post-market hours. ➡Revenue has grown YoY for eight straight quarters driven by strong trading volumes in options futures and stocks ➡Management bullish: added 250K net new accounts in Q2 bringing YTD total to 528K outpacing all of 2023 ➡Launched Investment Themes turning market trends like AI or nuclear energy into tradable ideas in seconds Below is a summarization of forward looking statements:"
X Link @HudsonLabs 2025-10-15T13:51Z 3656 followers, XXX engagements

"Fee growth cools but premium demand and spend trends stay strong for Amex $AXP.Q325 earnings call tomorrow 8:30 AM ET. ➡ Revenue up X straight quarters driven by strong spend higher NII and fee growth ➡ Premium cards drive growth: double-digit account gains XX% spend retention ➡ Millennial spend +10% Gen Z +40% in Q125 showing deep engagement from younger cohorts ➡ Platinum Card refresh announced in Q125 earnings call now live at $XXX offering up to $3500 in dining hotel and wellness perks (Source: BI) ➡ Lounge overcrowding persists; mgmt expanding capacity new formats and Delta tie-ups to"
X Link @HudsonLabs 2025-10-16T15:17Z 3656 followers, XXX engagements

"$STZ Q226 earnings Monday X AM ET: declining sales macro pressures and aluminum tariffs ($20M FY26 headwind) set the stage ➡ After positive FY24 growth revenue momentum slowed; Q1 FY26 net sales -X% YoY on wine & spirits divestitures and softer beer demand ➡ Consumer demand soft amid macro pressures but brand health & loyalty remain strong; spend per visit up despite fewer trips ➡ FY26 guidance: Enterprise net sales -X% to +1% FCF $1.5-1.6B (vs $1.9B in FY25); modest beer growth (0%-3%) wine & spirits down (-17% to -20%)"
X Link @HudsonLabs 2025-10-03T20:00Z 3656 followers, XXX engagements

"United Airlines $UAL Q325 earnings call tomorrow 10:30 AM ET. Momentum building as demand and margins climb back toward pre-pandemic highs. ➡Q225: $15.2B rev $XXXX adj. EPS XX% adj. margin. Profit up as fuel slides to $2.34/gal. ➡Tailwinds: Booking strength biz travel rebound tighter capacity record ops and lean costs ➡Headwinds: Newark issues TRASM -X% YoY macro drag early in year; labor inflation and XXX delays may trim H2 margins ➡Capital Allocation: $1.5B debt retired early $235M buybacks $6.5B capex ➡Free Cash Flow: $1.1B in Q2 targeting $2B+ FY25 ➡EPS Guidance: Q3 $2.25$2.75 (vs $3.33"
X Link @HudsonLabs 2025-10-15T13:52Z 3656 followers, XXX engagements

"United Airlines $UAL Q325 earnings call tomorrow 10:30 AM ET. Momentum building as demand and margins climb back toward pre-pandemic highs. Q225: $15.2B rev $XXXX adj. EPS XX% adj. margin. Profit up as fuel slides to $2.34/gal. Tailwinds: Booking strength biz travel rebound tighter capacity record ops and lean costs Headwinds: Newark issues TRASM -X% YoY macro drag early in year; labor inflation and XXX delays may trim H2 margins Capital Allocation: $1.5B debt retired early $235M buybacks $6.5B capex Free Cash Flow: $1.1B in Q2 targeting $2B+ FY25 EPS Guidance: Q3 $2.25$2.75 (vs $XXXX Q324);"
X Link @HudsonLabs 2025-10-15T13:13Z 3656 followers, XXX engagements

"Olive Garden (OG) + LongHorn parent Darden is flexing as casual dining claws back wallet share from fast food. $DRI earnings call tomorrow (8:30AM ET) Q425 same-restaurant sales +4.6% on OG BOGO deals + LongHorn execution CEO Cardenas: Value speed. Casual dining is stealing share from fast food and fast casual OG delivery = younger higher-income guests (40% of pickup tried delivery) Demand skewed to $100k-$150k+ households. $50k still soft FY26 guide: Sales +7%-8% SRS +2%-3.5% EPS $10.50$10.70 (+18%-20% YoY) 60-65 new units Can value + delivery keep driving $DRI higher"
X Link @HudsonLabs 2025-09-17T15:30Z 3656 followers, XXX engagements

"Morgan Stanley is deploying AI internally (DevGen. AI Parable LeadIQ) and highlighted the need to feed the cost of endogenous AI" $MS"
X Link @HudsonLabs 2025-10-15T16:54Z 3656 followers, XXX engagements

"$EA goes private in a record $55B LBO; marking one of the largest deals in gaming history. Stocks over XX% in the last month. ➡ Deal: $210/share; $36B equity from PIF Silver Lake and Affinity + $20B JPMorgan debt. CEO Andrew Wilson stays; delisting expected Q1 FY27 pending approvals. ➡ Q126 results: Revenue $1.671B (+1% YoY); Net Income $201M (-28% YoY); FCF -$55M (vs positive 53M in Q125) ➡ EA SPORTS F1 XX bookings up XX% on gameplay upgrades and F1 movie tie-in; EA FC XX hit 50M+ installs with record DAUs; Madden NFL and College Football remain strong ➡ Pipeline: EA SPORTS FC XX launched;"
X Link @HudsonLabs 2025-10-01T14:15Z 3656 followers, XXX engagements

"IDEXX Laboratories $IDXX posted strong results and FY25 guidance. Though US vet visits are expected to decline by X% US net price realization was 3.5%. International growth remains strong with DD growth in Europe. Disclaimer: the author pays IDEXX through vet visits"
X Link @HudsonLabs 2025-02-03T17:06Z 3656 followers, XXX engagements

"$TSM Advanced Packaging & Backend Supply Chain👇 Guide: Revenue: USD 32.2-33.4B for Q4'25 (1% sequential decrease XX% year-over-year increase at midpoint). Gross Margin: 59%-61% for Q4 2025; guided to increase by XX bps to XX% at the midpoint. 2025 CapEx narrowed to $4042B (from $3842B); XX% for advanced process 1020% specialty 1020% advanced packaging/testing/mask making. AI Accelerator Revenue Growth: Previously guided at mid-40s CAGR (20242029); current demand is "a little bit better than that." Gross margin dilution from overseas fabs expected at XX% for 2025 rising to XX% in early ramp"
X Link @HudsonLabs 2025-10-16T15:44Z 3656 followers, XXX engagements

"Takeaways from JPMorgans call with implications for other industries $JPM"
X Link @HudsonLabs 2025-10-15T15:27Z 3656 followers, XXX engagements

"Albertsons $ACI Q225 earnings call on 14th October Tuesday 8:30 AM ET. Steady sales digital and pharmacy driving growth tariffs in focus. ➡ Steady sales growth over eight consecutive quarters with Q125 up XXX% YoY. E-commerce and pharmacy drive growth. ➡Better-for-You products gain traction: natural organic specialty health and ethnic products (NOSHE) including premium sparkling water and cottage cheese boosted by health trends and social media ➡ Tariffs push up COGS for some ingredients and packaging though over XX% of goods are sourced domestically ➡ FY25 Guidance: Comp sales growth"
X Link @HudsonLabs 2025-10-09T17:00Z 3656 followers, XXX engagements

"Spices and condiments maker McCormick $MKC posted steady Q325 results on Tuesday as rising tariffs and costs kept margins under pressure. ➡ Net Sales +3% YoY EPS +1.2% but margins shrink on higher tariffs and input costs ➡ Tight budgets same love for flavor: Shoppers are buying smarter with larger packs smaller trips and more home-cooked meals ➡ Healthier eating drives flavor demand as consumers seek high-protein fiber-rich and functional foods ➡ Tariffs weigh heavier: $MKCs 2025 costs rise to $70M with exposure at $140M. Management plans to offset through productivity and supply chain gains."
X Link @HudsonLabs 2025-10-09T15:04Z 3656 followers, XXX engagements

"Fashion brand Tapestry $TPR parent of Coach Kate Spade and Stuart Weitzman reported Q425 earnings yesterday at X AM ET. Shares were down XX% at the end of the day due to the profit outlook not meeting expectations. - Revenue rose X% YoY driven by XX% growth in Coach. Non-GAAP EPS was $XXXX up XX% YoY. - Stuart Weitzman brand was sold to concentrate on core brands and optimize the product portfolio - Management is projecting a $160M tariff impact in FY26 impacting EPS by $XXXX - For FY26 Management has guided a revenue of $7.2B (up X% YoY) and EPS of $5.30-$5.45 (up 4%-7% YoY)"
X Link @HudsonLabs 2025-08-15T15:30Z 3656 followers, XXX engagements

"Record AUM and strong inflows set the stage for State Street $STT Q325 earnings call tomorrow at XX AM ET. ➡ Record AUM $5.1T +17% YoY driven by $82B net inflows and record ETF trading ➡ Tailwinds: $145M Investment Services fees FX trading +27% YoY SaaS ARR +10% strong asset inflows ➡ Headwinds: NII pressured by lower short-end rates deposit mix shifts FX translation & rising expenses regulatory/economic risks ➡ FY25 Guidance: Fee revenue +5%-7% NII flat expense growth 3%-4% positive fee & total operating leverage"
X Link @HudsonLabs 2025-10-16T17:00Z 3656 followers, XXX engagements

"Comment with a ticker well DM you a Co-Analyst sample project see how others are using AI to speed up research: 🗂 Quick initiation key debates metrics competitive trends ⚡ Earnings prep guidance tracking verbatim call summaries 📉 Skip digging through 100s of pages of SEC filings From X weeks X hours on new names"
X Link @HudsonLabs 2025-09-09T13:35Z 3656 followers, 5841 engagements

creator/x::HudsonLabs
/creator/x::HudsonLabs