Bloomberg Businessweek Bloomberg Businessweek Weekend - April 10th, 2026
6 snips
Apr 10, 2026 
Tim Craighead, Bloomberg Intelligence strategist who picks companies to watch. Michelle Goss, Levi Strauss CEO driving direct-to-consumer growth and cultural partnerships. Edward Fishman, geoeconomics expert on choke points and economic warfare. They discuss Iran’s Strait of Hormuz moves, future clean-energy supply choke points, Levi’s DTC momentum and path to $10B, and BI’s top stocks and AI, healthcare and financial winners.
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Model Tariff Assumptions Conservatively
- Goss advises planning guidance conservatively around tariff assumptions to avoid overstating upside.
- Levi's models included 20% reciprocal tariff assumptions and treats any rollback as potential upside rather than baked-in benefit.
Set Ambitious Transparent Financial Targets
- Goss set bold but measurable targets: $10 billion revenue and 15% EBIT, showing staged progress from ~9-11% to a guided ~12%.
- She links product focus and prior divestitures to clearer brand execution and margin improvement.
Analyst‑Driven Focus Ideas, Not Algorithm Picks
- Tim Craighead explains Bloomberg Intelligence selects 'focus ideas' from 2,500 covered companies and narrows to 50 yearly and 10 quarterly catalysts.
- The 10 companies are bottom-up analyst calls with near-term catalysts, not algorithmic picks.
