Boss Holdings, Inc.·Consumer Cyclical
The motorcycle company's new chief executive, Artie Starrs, hopes to increase sales with lower-priced bikes.
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Luigi Lovaglio of Italy's Banca Monte dei Paschi di Siena said continuity at the top is key to pull through a complex combination with rival Mediobanca.
Hugo Boss earns a hold rating as Q4 2025 showed improved retail growth, inventory management, and cost control, but not enough for a bullish stance. BOSSY management frames 2026 as a reset year, guiding for mid- to high-single-digit sales decline and EBIT of EUR300–350 million, prioritizing assortment streamlining and higher full-price sell-through. Retail momentum improved in Q4, with brick-and-mortar and digital channels growing, and inventories down 10% y/y, setting up a cleaner entry into 2026.
On Dec. 31, the Oracle of Omaha retired as CEO of Berkshire Hathaway, with Greg Abel succeeding him. Following a 21-month hiatus, Buffett's favorite stock -- one he spent roughly $78 billion purchasing over six years -- is once again being bought.