Latest news with #ZigZag
Yahoo
15-07-2025
- Business
- Yahoo
Global Blue Group Holding AG (GB): A Bull Case Theory
We came across a bullish thesis on Global Blue Group Holding AG on Iceman Capital's Substack. In this article, we will summarize the bulls' thesis on GB. Global Blue Group Holding AG's share was trading at $7.36 as of July 14th. GB's trailing P/E was 17.98 according to Yahoo Finance. Photo by Clay Banks on Unsplash Global Blue (GB) is the dominant global player in VAT tax refunds, commanding over 70% market share in the Tax-Free Shopping (TFS) space—nearly three times the size of its nearest competitor. TFS generates 76% of GB's revenue, where GB captures ~2.5% of gross transaction value by partnering with merchants to offer seamless VAT refund processing. The firm has digitized nearly the entire refund experience, increasing efficiencies and improving key success metrics like issue and refund ratios. These improvements have contributed to market share gains, particularly in countries like Spain. GB's Payments segment accounts for 18% of revenue, offering acquiring, dynamic currency conversion (DCC), and multi-currency gateways, earning revenue from FX spreads and transaction fees, often layered on top of TFS economics. Its Post-Purchase Solutions (~6% of revenue) have been strengthened via acquisitions like ZigZag (returns logistics), Yocuda (digital receipts and CRM), and ShipUp (order tracking), creating further stickiness and expanding its merchant offerings. GB's competitive moat is built on switching costs, merchant contracts, digitized infrastructure, and data scale—capturing 50 data points per transaction. Its positioning in the luxury and travel markets offers pricing resilience and growth, supported by long-term sector CAGRs of 5%+. With 41 million transactions averaging €587 in FY2025, GB's exposure is skewed to premium shoppers. Its merger with Shift4 (FOUR) adds international capabilities, merchant overlap, and cross-sell potential, with expected $80M in revenue and $70M in EBITDA synergies. At a deal price of $2.5B (13.3x TTM EV/EBITDA), the transaction appears attractively valued and strategically sound. Previously, we covered a on Shift4 Payments, Inc. (FOUR) by Iceman Capital in June 2025, which highlighted the company's acquisition of Global Blue as a strategic move into high-margin international markets. The company's stock price has appreciated by approximately 9.38% since our coverage. Iceman Capital, in this thesis, conducts a deep dive into the acquiree Global Blue (GB), emphasizing its scale, digitized moat, and luxury travel exposure. Together, they present compelling investment opportunities in the FinTech segment . Global Blue Group Holding AG is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 44 hedge fund portfolios held GB at the end of the first quarter which was 0 in the previous quarter. While we acknowledge the potential of GB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Sign in to access your portfolio
Yahoo
28-05-2025
- Entertainment
- Yahoo
Nic Nemeth Hints At Archer Influencing His Finishing Move
Nic Nemeth recently hinted at his finisher being influenced by the animated series Archer. Since his WWE release in 2023, Nemeth, formerly known as Dolph Ziggler, has reinvented himself in TNA. As Ziggler, he primarily used the Zig Zag or Superkick as his finishing moves in WWE. Now in TNA, he has rebranded his move and calls his new finisher 'Danger Zone.' Advertisement While answering fan questions on Twitter/X, Nic Nemeth was asked if the name Danger Zone was inspired by Archer as a reference to one of the show's famous catchphrases. Nemeth replied with a simple yet teasing response: 'Perhaps…' For those unfamiliar, Archer is a popular animated spy comedy series that ran on FX for 14 seasons from 2009 to 2023. The show often uses the phrase 'Danger Zone' to reference main character Sterling Archer's love of the 1986 song by Kenny Loggins, impending danger, and it is used as a running gag with Archer's Lana Kane. How did Vince McMahon react to Nic Nemeth's WWE World title win? Back in 2013, Nic Nemeth cashed in his Money in the Bank contract on Alberto Del Rio, creating one of WWE's most memorable moments. His win got the loudest ovation of the night as he captured the World Heavyweight Championship. Advertisement Speaking on LiMPiN AiNT EASY w/ Timmy Baltimore, Nic Nemeth explained that multiple bosses, including Vince McMahon, told him he would never become World Champion. 'I was told I'd never be world champion to my face by every boss that there is, and then became world champion. I was told that I wouldn't win Money in the Bank, and even when we're down to it, they said it'll be you or Cody, and that was the night before.' 'And then the day of, Jamie Noble's helping us out. He's like, 'They might switch it while you're out there, I don't know.' I go, 'Go f**king head, I'm climbing that ladder. Even then, once I got the briefcase. The boss goes, 'You're going to lose even more now, but it's going to mean so much more when you cash in.' 'All this bulls**t ends, and you become our guy.' I was like, Whoa. okay, cashed in, greatest freaking moment, came to the back. I thanked everybody and Vince. And then Michael Hayes goes, 'Hey, go tell him thank you.' I'm like, 'I did.' He goes, 'Do it again.' 'Sir, thank you for this opportunity. I hope you heard that crowd. I'm here to do whatever the hell you want. I'm going to be your guy one way or another.' And it's something along the lines of, 'Yeah, you're just holding it for another month or two until we get Del Rio some sympathy, and then, uh, he's going to take it back.' The post Nic Nemeth Hints At Archer Influencing His Finishing Move appeared first on Wrestlezone.
Yahoo
08-05-2025
- Business
- Yahoo
Turning Point Brands Inc (TPB) Q1 2025 Earnings Call Highlights: Strong Revenue Growth and ...
Revenue: Increased 28% to $106.4 million for the quarter. Adjusted EBITDA: Increased 12% to $27.7 million, with a 26% margin. Gross Margin: 56%, down 220 basis points year over year. SG&A Expenses: $36.4 million for the quarter, up $1.8 million sequentially. Modern Oral Revenue: $22.3 million for the quarter. Stoker's Revenue: Increased 63% to $59.2 million. Zig-Zag Revenue: Increased 1% to $47.3 million. Cash Position: Ended the quarter with $99.6 million in cash. Free Cash Flow: $12.4 million for the quarter. CapEx: $2.2 million for the quarter. Nicotine Pouch Sales Guidance: Increased to $80 million to $95 million for the full year. Adjusted EBITDA Guidance: Reaffirmed at $108 million to $113 million for 2025. Release Date: May 07, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Revenue increased by 28% to $106.4 million, surpassing expectations. Adjusted EBITDA rose by 12% to $27.7 million, reaffirming strong financial performance. Significant growth in the white nicotine pouch segment, with sales increasing nearly tenfold year over year. Increased full-year guidance for nicotine pouch sales to a range of $80 million to $95 million. Stoker's segment revenue increased by 63%, driven by growth in loose leaf and MST sales. Negative Points Gross margin decreased by 220 basis points year over year, indicating potential cost pressures. Reported SG&A expenses increased by $1.8 million sequentially, impacting profitability. Potential headwinds from tariffs, with an anticipated $5 million to $7 million impact on imported products. FX headwinds in the Zig-Zag segment due to a stronger Euro, affecting financial performance. Challenges in the Zig-Zag segment with only a 1% sales increase, impacted by the unwind of the Clipper relationship. Q & A Highlights Q: Can you comment on the distribution gains in modern oral in the quarter and expectations for rolling out ALP to brick-and-mortar stores? A: Summer Frein, Chief Revenue Officer: We are making great traction with retailers, including high-profile ones like 7-Eleven, and are in active conversations with other top chains. We have rollouts planned for later this year. Graham Purdy, CEO: The ALP plan is different from the free plan, focusing initially on online direct-to-consumer sales, but we anticipate seeing some brick-and-mortar presence by the end of the year. Q: What is your capacity to produce nicotine pouches at your current domestic MST production facility, and are there plans for onshoring production? A: Andrew Flynn, CFO: Our current supply is adequate, and we are exploring onshoring options to enhance production capabilities.
The Journal
28-04-2025
- Entertainment
- The Journal
Get the look: From vibrant pop art to Joanne McNally's Zig Zag stool
ADD SOME COLOUR to your home with these fab new colourful finds. The ZigZag stool at CA Design can act as a stool, a side table or a pedestal for a plant. The Zig Zag stool at CA Design As spotted in the home of Joanne McNally, we love the colourful, glossy Zig Zag stool by Polspotten at CA Design (€385). A fun and versatile piece it can be used for a multitude of purposes be it a side table, a plant stand, a pedestal for a treasured possession of a stool. The glossy lacquered finish comes in a range of colours including pale blue and pink as well as olive green and coral red making this a great talking point in any room whatever your personal taste or style. Addison Ross. Addison Ross. The Bobbin Lamp by Addison Ross Blending style, functionality and technology, these new LED Bobbin lamps by Addison Ross deliver brilliant illumination while bringing a brilliant pop of colour to your home. They are available in 10 stunning colourways including cherry, sage, yellow, watermelon, pink, orange and cappuccino so there's a shade to suit every décor style and mood. €150. Ciara O'Neill's new releases Artist Ciara O'Neill's latest series of paintings Wildflowers sold out on the day of the release. A new original series of Wildflowers paintings will be released in July. Thankfully fans of her work can choose from three limited edition fine art prints of the series released last week. Artist Ciara O' Jacinta Fahy Her Echoes original paintings and prints are also currently available online as well as her popular mini paintings which, at €240 each, always sell out quickly. Ciara has over 60 limited edition fine art prints in her collection priced between €110 and €440 depending on size and format. Outdoor rug by Kukoon. Kukoon's colourful outdoor rugs Not only does Irish company Kukoon Rugs stock brilliant spill-proof, stain resistant, washable rugs that are made from recycled cotton and chenile but they have just released their range of indoor/ rugs which come in a variety of sizes, colours and patterns. If neutrals are more your thing you can opt for their Rubus, Saule or Souci designs or if you want to add a punch of hot colour to your outdoor space go for this Ruskin style in terracotta. Prices from €35 to €235 depending on size. Advertisement The beautiful ethical rug by Ellie Dunne and The Galway Wool Co-op. Naoise Culhane Naoise Culhane 40 Shades of Green: Ellie Dunne x The Galway Wool Co-op The 40 Shades of Green blanket is a new and unique collaborative piece between Ellie Dunne, a young artist with Down Syndrome, and the Galway Wool Co-Op. The 40 Shades of Green blanket named after the Johnny Cash song of the same name calls to mind the palette of the Irish landscape and blends Ellie's artistic vision with the skill of the spinners and weavers of the Galway Wool Co-Op; a farmer-owned and run co-operative which is dedicated to preserving the cultural significance of Irish wool and restoring its economic value for farmers. This very special ethical piece measures 140cm x 180cm (plus fringe) retails at €675 and is available from this Thursday April 30th from Irish Design Shop and Nordic Elements. , and The mini vases at Hopeless Botanics start at €7. Colourful vases at Hopeless Botanics Hopeless Botanics are suckers for colour and have put together a range of vases that are simply lovely for holding flowers or foliage or simply as decorative items. Their vases start at just €7 for some of their colourful mini vases going up to around €65 for their larger Heikki vases. The colourful mini vases are easy to style – perfect with just one of your favourite flowers from the florist or a piece of foliage from the garden. Also popular with shoppers at the moment are their hand painted Odina vases which start at around €20. Colourful items from the The Stockholm 2025 range at IKEA. IKEA. IKEA. Ikea's Stockholm 2025 collection IKEA's Stockholm 2025 collection celebrates 40 years of timeless Scandinavian design and is designed to work whether you're investing in several pieces at once or adding to your existing furniture collection. The focus is on timeless design and great quality materials so here you'll find natural materials such as pine, oak, leather, wool and rattan used across the furniture and accessories with attention paid to the handmade in the form of mouth-blown glass vases and handmade rugs that should last many years if cared for properly. While most of the collection is neutral in keeping with the timeless appeal, some of the colourful pieces in the collection also caught our eye including the brown, blue and white rug (from €345), the pure wool cushion covers (€18) and the green cabinet with brass fittings (€399). Clare O'Connor's unique hand-painted side tables. Clare O'Connor. Clare O'Connor. Clare O'Connor's abstract art side tables Clare O'Connor is a multidisciplinary artist and designer from Co. Meath who has created a brand of wearable art and homewares. She uses a dynamic juxtaposition of organic and organised forms, complimentary and contrasting colour and stripes to create vibrant and colourful pieces designed to bring joy to people's homes. Clare has just launched a new range of hand painted colourful side tables (€550). Made with acrylic, collage and resin each dynamic piece is completely unique. Joanne Mooney has collaborated with Turkish rug company Torug Rugto to create her Picnic Parade design. Joanne Mooney x Torug Rugto Irish influencer Joanne Mooney featured in our last Alliance Home Magazine but we had to include her again this week as the Irish woman has just launched her first ever rug design in partnership with Torug Rugto – a brilliant home decor brand based in Istanbul, Turkey. Joanne's 'Picnic Parade' rug design features squiggly edges, a gingham pattern and plenty of colour – all very characteristic of Joanne's personal style and is made in India from 100% New Zealand Wool – the first piece in what will surely become a world of colourful home accessories. €147.95 to €755.95 depending on size.
BBC News
27-03-2025
- Entertainment
- BBC News
BBC Children's and Education announces TV adaptation of The Lady Grace Mysteries and more new commissions
Leading the line-up is The Lady Grace Mysteries, a fast-paced 10-episode drama by Cottonwood Media and Coolabi Productions that follows 14-year-old Grace as she races to uncover who's plotting to kill Queen Elizabeth I. Based on the hit book series, Grace teams up with her best friends Ellie and Masou, plus the mysterious and charming Lord Osborne, to dive into a world full of royal secrets. From royal balls and feasts to wild adventures and even the ghost of Henry VIII, Grace is about to uncover more than just the truth — she's about to change everything. Get ready for more laughs and team spirit as High Hoops returns for Season 2 in Spring 2026. Starring Peep Show alumni, Robert Webb and Isy Suttie, this hit 10 x 30-minute children's show will continue to follow the tall, gaffe-prone but unstoppable Aoife O'Neill and her school basketball team. Aimed at 8-13 year-olds, High Hoops is a sharp, witty, and aspirational comedy set in an urban comprehensive, where Aoife and her vibrant team of teammates navigate the ups and downs of sports, friendship, and growing up. The Football Academy (15 x 22') is also back for a new season with an exciting move to Tottenham Hotspur Academy. Following the success of its first two seasons at Southampton FC, the hit show will now showcase the challenges and triumphs of youth players at the prestigious North London academy. Viewers will continue to follow the journeys of players from the boys' and girls' teams and club-run para teams, aged 9 to 17, as they face the highs and lows of elite football at world-class facilities, including Tottenham Hotspur Stadium and their state-of-the-art training centre. Coming from Zig Zag, this season promises to elevate the drama and excitement, as the series steps up its game within the fresh, high-profile setting. As these young athletes push their limits, fans can expect inspiring stories of determination, teamwork, and growth in one of the UK's most celebrated football environments. The Football Academy continues to deliver powerful, behind-the-scenes access to the next generation of football stars, now with even more ambition and opportunity. Patricia Hidalgo, Director of Children's & Education, BBC: 'We are the biggest commissioner globally for children's TV and continue to invest in high-quality, home-grown storytelling that brings families together. The new commissions reflect our commitment to our young audience, but also to the UK's creative economy at a time when our industry is in decline globally. The breadth of new titles demonstrates our unique role to provide all children with diverse, culturally relevant content that educates, entertains, and inspires'. For younger children and families on CBeebies there is a bumper crop of new commissions to inspire imaginative play and outdoor fun. What's In Your Plant Pot? produced by Gold Wala, inspires young viewers with the excitement of gardening, exploring the wonders of plants and nature through fun, engaging facts and interactive participation. A creative twist on the popular 'What's In Your Bag?' format, the 30x7 show focuses on curiosity, diversity, interactivity, and fun. With engaging facts and playful exploration, it takes viewers on a journey into the world of plants, flowers, and vegetables, highlighting different tastes, cultures, and uses. Also in the garden, I Can Grow It, a 30 x 10 urban gardening series led by Aaron Roach-Bridgeman, takes young children on a magical journey to explore gardening in the heart of the city. Joining Aaron is a diverse group of budding gardeners, aged 3 to 5, as they explore the wonders of growing plants. Coming in Spring 2026 from Common Story in the West Midlands, Aaron's unique talents as a lyricist, beatboxer, and poet infuse the series with an extra layer of fun and rhythm, making it an unforgettable experience for little ones. I Spy, You Spy, is a brand-new CBeebies show that brings the classic children's game to life, encouraging interactive play, imagination, and observation skills. Join Elsee, a lovable puppet, as she travels across the country, inviting children to pause, observe, and enjoy the world around them. Each 26 x 5 episode celebrates diversity, showcasing a variety of landscapes—whether in the countryside, the city, or indoors—there's always something exciting to see. I Spy, You Spy, will air in Autumn and is being produced by Tiny House Productions, a company that received support from the BBC's Small Indie Fund, which helps small independent production companies grow after receiving mentoring from the BBC Children's commissioning team. Tiny House Productions will be producing the series alongside NEST productions. The announcement comes as hundreds of production companies across the UK came together to be inspired about the latest commissioning strategy to create high quality, enriching content that nurtures the new talent both on and off screen at the BBC Children's Briefing Day in Liverpool. HM
