YETI Holdings, Inc.

Jefferies is bullish on Yeti Holdings, a small-cap company that makes outdoor recreation products. In particular, it appreciates the TikTok success of its new beach bag and expects Yeti's market value to grow by a third.

Jefferies bullish on outdoor product maker Yeti as its beach bag gets big on TikTok


Chewy, Inc.

Chewy is developing a chain of veterinary clinics and pet pharmacies, which will bring it additional revenue, according to BofA

Pandemic pets taken from shelters are aging out. Which company will capitalize on this?


Amazon.com, Inc.

Walmart Inc.

Target Corporation

Amazon's revenue in the 26 markets where Prime Day is being held could reach $21.4 billion over four days, BofA says

Amazon's Prime Day sale has started with reduced demand. How will it affect the stock?

A year and a half ago, the online retailer initiated a flotation in London but ran into difficulties

Shein has filed for an IPO in Hong Kong to push for a London listing - FT

Pop Mart International Group Limited

In mid-June, China's state-run media outlet "Renmin Zhibao" <a href="https://www.bloomberg.com/news/articles/2025-06-20/china-warning-on-blind-box-toys-sends-pop-mart-shares-tumbling?embedded-checkout=true">called</a> for stricter regulation of blind box sales - so-called "surprise boxes" with toys, when the buyer does not know what is inside, Bloomberg wrote. Current rules prohibit the sale of such boxes c toys to children under 8 years old and require parental consent to purchase for children from 8 to 18 years old.

Labooboo v. Chinese authorities: will tougher regulation stop Pop Mart?

H & M Hennes & Mauritz AB (publ)

PDD Holdings Inc.

Industria de Diseno Textil, S.A.

In June, the French Senate voted in favor of <a href="https://www.thefashionlaw.com/france-focuses-on-shein-temu-in-revised-anti-fast-fashion-legislation/">a bill</a> to restrict advertising and impose environmental fees on ultra-fast fashion companies. The main targets are Chinese giants Temu and Shein. What does this mean for the ultra-fast fashion market, investors, and what does it have to do with zoomers?

Exceeding the speed limit: How France is trying to stop the Shein and Temu offensive

CrowdStrike Holdings, Inc.

Dollar Tree Inc. R

Hewlett Packard Enterprise Company

What investors should expect in the U.S. stock market on June 4

Morning in New York: Trump's deadline and the Fed's Beige Book

Goldman Sachs has downgraded to a "sell" Canada Goose, a Canadian luxury outerwear maker with a market capitalization of just over $1 billion. As reasons for the move the investment bank cited high competition, weak sales in the luxury market, and slowing revenue growth. The same day, Canada Goose stock hit a one-month low in the U.S.

Retail