Capri Holdings is a marketer, distributor, and retailer of upscale accessories and apparel in the Americas, Europe, and Asia. Michael Kors, Capri’s original and largest brand by sales, offers handbags, footwear, and apparel through more than 600 company-owned stores, wholesale partners, and online. Jimmy Choo (acquired in 2017) is best known for women’s luxury footwear. Its products are sold through third-party retailers, e-commerce platforms, and in more than 200 company-operated stores. John Idol has served as Capri’s CEO since 2003.

Tractor Supply Co., with 2025 sales of $15.5 billion, offers a broad range of items for home, land, pet, and livestock owners who generally have above-average income and a below-average cost of living. TSCO, based in Brentwood, Tennessee, has five product categories: Livestock, Equine & Agriculture; Companion Animal (pet); Seasonal & Recreation Products; Hardware, Tools, and Truck; and Clothing, Gift & Decorating. More than 90% of the company's customers have pets or other animals. The company ended 4Q25 with 2,602 stores in 49 states: 2,395 under the Tractor Supply banner and 207 Petsense stores. More than 2,300 stores are in 'rural America.' The stores are typically an hour, or more, outside of major cities. Digital sales are about 8% of the company's total. The goal has been 10%-12%. Formed in 1982 from the assets of a catalog company that had been selling farm supplies since 1938, Tractor Supply is converting its older stores to larger formats (17,000-19,000 square feet) and opening new smaller-format stores and distribution centers beyond its core Southern and Midwestern markets. The company has more than 52,000 employees. TSCO shares are a component of the S&P 500. The company's IPO was in May 1994. TSCO's year ends on the last Saturday of December, which is December 26 in 2026.

Ford Motor Co., based in Dearborn, Michigan, manufactures and sells automobiles on six continents. With about 169,000 employees and more than 65 plants worldwide, the company's automotive brands include Ford and Lincoln. The company also provides financial services through Ford Motor Credit. Ford Motor common shares are a component of the S&P 500.

The major indices are lower at midday, with the Nasdaq leading the fall. The index is off almost 3% as big names in techland continue disappoint on earnings (Intel, Sandisk, Advanced Micro, etc.). Meanwhile, investors are also now attuned to the midterm elections on Tuesday and at the very least are distracted by the $6 billion hack of Binance, which has crypto markets tumbling. The VIX Volatility Index is up 12% today at $19.18, crude oil is up 2% to $104 per barrel, and the 10-year Treasury yield is at 4.95%.