Core Viewpoint - Pool Corporation (POOL), a leading distributor of swimming pool supplies, is expected to announce its fiscal fourth-quarter earnings for 2025 soon, with analysts projecting a slight increase in profit per share compared to the previous year [1][2]. Financial Performance - Analysts anticipate POOL will report a profit of $0.99 per share on a diluted basis for the upcoming quarter, reflecting a 2.1% increase from $0.97 per share in the same quarter last year [2]. - For the full fiscal year, analysts expect POOL's EPS to be $10.87, which is a decrease of 1.8% from $11.07 in fiscal 2024, but forecast a rise of 6.5% year over year to $11.58 in fiscal 2026 [3]. Stock Performance - Over the past 52 weeks, POOL stock has underperformed, with a decline of 23.3%, compared to a 16.9% gain in the S&P 500 Index and a 21.9% rise in the Industrial Select Sector SPDR Fund [4]. - Following the Q3 results announcement on October 23, 2025, POOL shares closed marginally up, with an adjusted EPS of $3.39 exceeding Wall Street expectations of $3.38, and revenue meeting forecasts at $1.5 billion [5]. Analyst Ratings - The consensus opinion on POOL stock is moderately bullish, with a "Moderate Buy" rating. Among 15 analysts, five recommend a "Strong Buy," nine suggest a "Hold," and one advises a "Moderate Sell" [6]. - The average analyst price target for POOL is $311.09, indicating a potential upside of 16.1% from current levels [6].

Industry Overview - The outdoor industry encompasses recreation, wellness, and lifestyle experiences focused on nature and activities away from home, including outdoor gear, apparel, recreational vehicles, and related services [2] - The industry is experiencing steady demand driven by shifting consumer values towards health, sustainability, and experience-driven living, appealing to various age groups and regions [3] Company Highlights Deckers Outdoor Corp. (DECK) - Deckers Outdoor is experiencing strong momentum, particularly from its HOKA and UGG brands, with HOKA expected to grow in the low-teens percentage range and UGG in the low-to-mid single digits, each projected to exceed $2.5 billion in annual sales [7] - The company anticipates year-over-year increases of 13.1% for HOKA and 4.7% for UGG in fiscal 2026, supported by international expansion and operational efficiency [8] - DECK has an expected revenue growth rate of 7.7% and earnings growth rate of 1.3% for the current year [8] Planet Fitness Inc. (PLNT) - Planet Fitness is benefiting from solid franchise growth, with 35 new club openings in Q3 2025, bringing the total to 2,795 locations [11] - The company focuses on digital transformation to enhance member engagement and operational efficiency, with an expected revenue growth rate of 11.1% and earnings growth rate of 17.1% for the current year [12] Pool Corp. (POOL) - Pool Corp. is likely to benefit from steady maintenance demand and healthy remodeling activity, bolstered by its market-leading position and enhanced digital capabilities through the POOL360 platform [13][14] - The company has an expected revenue growth rate of 3.4% and earnings growth rate of 6.6% for the current year [15] YETI Holdings Inc. (YETI) - YETI designs and markets products for outdoor activities, targeting various categories such as hunting, fishing, and camping [16] - The company has an expected revenue growth rate of 4.7% and earnings growth rate of 14.1% for the current year [17]

Company Performance - Pool Corp. has returned approximately 14.5% since the beginning of the calendar year, outperforming the average gain of 2.5% in the Consumer Discretionary group [4] - The Zacks Consensus Estimate for Pool Corp.'s full-year earnings has increased by 0.2% over the past quarter, indicating improved analyst sentiment and earnings outlook [3] Industry Comparison - Pool Corp. belongs to the Leisure and Recreation Products industry, which includes 24 companies and is currently ranked 70 in the Zacks Industry Rank. This industry has seen an average gain of 7.2% year-to-date, with Pool Corp. performing better than its peers [5] - In contrast, the Textile - Apparel industry, which includes Revolve Group, has experienced a decline of 12.4% since the beginning of the year, and is ranked 52 [6] Zacks Rank - Pool Corp. currently holds a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to other stocks in the Consumer Discretionary sector [3] - Revolve Group, another notable stock in the Consumer Discretionary sector, has a Zacks Rank of 1 (Strong Buy) with a consensus EPS estimate increase of 32.4% over the past three months [5]

Core Viewpoint - Pool Corporation announces the retirement of Senior Vice President Kenneth "Kenny" G. St. Romain in 2026 and the appointment of John B. Watwood as Executive Vice President to lead swimming pool operations and oversee digital initiatives [1][2]. Group 1: Leadership Changes - Kenny St. Romain has been a key leader at Pool Corporation for over 40 years, significantly contributing to its status as a leading distributor in the outdoor living industry [2]. - John B. Watwood joins Pool Corporation with extensive experience in management, having previously served as Senior Vice President of Sales and Operations at Motion Industries, Inc. [3]. Group 2: Operational Focus - Watwood will report to Peter D. Arvan, President and CEO, and will focus on enhancing swimming pool operations in North America and driving digital and technology initiatives [1][4]. - The company emphasizes a customer-first mindset and aims for growth, collaboration, and a strong culture under Watwood's leadership [4]. Group 3: Company Overview - Pool Corporation is the largest wholesale distributor of swimming pool and related backyard products, operating approximately 455 sales centers across North America, Europe, and Australia [5]. - The company distributes over 200,000 products to around 125,000 wholesale customers [5].

Group 1: Company Overview - Pool Corp. is a leading distributor of swimming pool supplies, equipment, and related leisure products, with a significant presence in the pool industry [1] - The company faces competition from other firms in the leisure and home improvement sectors [1] Group 2: Financial Performance - Robert W. Baird set a price target of $320 for Pool Corp., indicating a potential upside of 26.84% from its current price of $252.28 [2][6] - The stock dropped by 30% in 2025 due to slow revenue growth, with net sales for the first nine months of 2025 slightly down compared to the previous year [2] - The stock has fluctuated recently, with a price increase of $9.48, reflecting a 3.90% rise, and has traded between a low of $242.34 and a high of $253.04 during the day [4][6] Group 3: Dividend and Market Conditions - Pool Corp. offers a dividend yield of approximately 2.2%, which could become more attractive if the stock price continues to decline [3][6] - The company faces significant challenges in 2026, including an affordability crisis in the U.S. amid high living costs despite a slight easing of inflation rates [3] Group 4: Growth Potential - For Pool Corp. to rally, higher revenue growth is essential; stagnant or declining sales may lead to further decreases in share price [5] - Despite recent setbacks, Pool Corp. had an impressive performance in the 2010s, surpassing the S&P 500, making it a stock worth monitoring [5]

Core Insights - Pebble Technology International (PebbleTec) has launched a new line of glass pool tiles, PebbleTec Glass Tile, to meet the growing demand for high-quality outdoor features and aesthetics [1][3] Product Details - The PebbleTec Glass Tile Collection is inspired by natural seascapes and is designed to enhance pool projects with lasting beauty and performance [2] - The collection includes three unique colorways: White Sand, Blue Shore, and Midnight Tide, which are designed to coordinate with various PebbleTec pool finishes [8] Quality and Standards - PebbleTec Glass Tile is handcrafted from 100% virgin tempered glass, ensuring resistance to scratches, stains, and moisture, and meets or exceeds all American National Standards Institute (ANSI) standards for durability [3] - The tiles are engineered to withstand all pool environments without fading or cracking, maintaining their brilliance and integrity under demanding conditions [3] Availability - PebbleTec Glass Tile is available for the 2026 pool planning season, with more information accessible on the company's website [4]

Core Viewpoint - Pool Corporation (NASDAQ: POOL) is a strong investment option for those seeking steady dividend growth and long-term potential, despite being a cyclical company facing current market challenges [1] Business Performance - Pool Corp. has experienced a 4% year-over-year decline in full-year 2024 sales, totaling approximately $5.3 billion [5] - The company reported a 4% year-over-year revenue decline in Q1 2025, but sales returned to growth in Q2 with a 1% increase year-over-year, continuing into Q3 with sales rising 1% to about $1.5 billion [6] - Earnings per share have also shown growth, increasing by 4% year-over-year for the last two quarters [6] Market Conditions - The housing market's slow movement and high interest rates have negatively impacted pool sales, as pool construction and remodeling are often financed purchases [4] - Lower home sales turnover has resulted in fewer consumers considering pool-related projects [4] - Despite sporadic permit data for pool construction, overall data suggests improving business conditions, as indicated by CEO Peter Arvan [7] Future Outlook - There are indications of improving business trends, and with easier comparisons in the upcoming periods, further acceleration in Pool Corp.'s business is anticipated throughout 2026 [8] - The company's dividend yield currently stands at 2.1%, supported by a conservative payout ratio, allowing for continued dividend growth [9]

Core Insights - The Zacks Leisure and Recreation Products industry is experiencing growth due to increased health and fitness awareness, leading to solid demand for fitness products and outdoor recreation items [1][5]. Industry Overview - The industry includes companies that provide a range of recreational products and services, such as amusement products, swimming pools, marine products, and outdoor equipment. Economic growth, a healthy labor market, and rising disposable income drive consumer demand [2]. Trends Influencing the Industry - The U.S. golf business is in a growth cycle, with increased participation and engagement across various age groups. Off-course experiences are attracting younger consumers, broadening the sport's appeal [3]. - Higher play frequency among golfers is leading to increased demand for upgraded equipment, while innovations in fitting and data analytics are enhancing spending per participant [4]. - There is robust demand for fitness-related products, with consumers investing in home workout equipment and digital fitness platforms, driven by a focus on personal well-being [5]. - Technology is redefining engagement in the industry, with smart fitness equipment and app-enabled products enhancing customer experiences and extending lifetime value [6]. Industry Performance - The Zacks Leisure and Recreation Products industry holds a Zacks Industry Rank of 110, placing it in the top 45% of over 244 Zacks industries, indicating positive near-term prospects [7][8]. - Despite the positive outlook, the industry has underperformed the S&P 500, with a collective decline of 2.2% over the past year compared to the S&P 500's rise of 18.3% [10]. Valuation Metrics - The industry trades at a forward price-to-earnings ratio of 21.4X, which is lower than the S&P 500's 23.11X and the sector's 18.45X. The industry has seen a range from 13.25X to 37.40X over the past five years, with a median of 20.67X [13]. Notable Companies - **Topgolf Callaway**: The company has seen a resurgence in traffic and sales, particularly in its core customer segment, with a Zacks Rank of 1 (Strong Buy) [14]. The stock has increased by 48.9% in the past six months [15]. - **Amer Sports**: Benefiting from strong demand for premium brands, particularly in footwear, with a Zacks Rank of 2 (Buy). The company expects a 22% year-over-year growth in earnings per share [19][20]. - **Acushnet Holdings**: Strong global golf participation and demand for Titleist products are driving growth, with a projected 7.1% increase in earnings for 2026 [23][24]. - **Pool Corporation**: Expected to benefit from steady maintenance demand and digital enhancements, with a forecasted 6.6% increase in earnings for 2026 [27][28].

Core Viewpoint - The company is experiencing macroeconomic challenges and sluggish sales growth, leading to a significant decline in stock performance, with a 30% drop in 2025 due to slow revenue growth [1]. Financial Performance - The stock's current price is $229.71, with a market capitalization of $8.6 billion. The stock has a dividend yield of approximately 2.2% [2][6]. - Net sales have decreased slightly year over year for the first nine months of the year, indicating a challenging sales environment [1]. Economic Environment - Consumers are facing financial difficulties, contributing to an affordability crisis in the U.S. Despite some stocks performing well, Pool Corp. has not benefited from this trend [5]. - High living costs persist even as inflation rates have moderated, negatively impacting consumer spending on non-essential items like pools [5][8]. Market Dynamics - The company primarily targets upper-middle-class and wealthy households, but many lower and middle-class families are currently unable to afford pool purchases or maintenance [7]. - Pools are considered luxuries, and sales are adversely affected during economic downturns, as evidenced by consumer complaints about rising costs of basic goods [8]. Growth Opportunities - Pool Corp. has significant potential for international growth, with plans to expand in Europe and Australia. Currently, 95% of sales come from North America, indicating a reliance on domestic markets [9]. - Although international sales could provide long-term growth opportunities, immediate improvements in domestic sales are necessary to address current challenges [10].

Core Viewpoint - Pool Safe Inc. has received approval from the TSX Venture Exchange for the extension of the repayment day of a senior secured debenture and the expiry date of bonus warrants, both now set to May 6, 2026, indicating the company's ongoing financial management efforts and adjustments to its capital structure [1][2]. Group 1: Debenture Details - The company has a senior secured debenture amounting to $500,000 with an interest rate of 12% per annum, payable monthly [1]. - The repayment day for the debenture has been extended multiple times, originally set for December 31, 2022, and now pushed to May 6, 2026 [1]. - All other terms of the debenture remain unchanged despite the extension [1]. Group 2: Bonus Warrants Information - A total of 1,600,000 outstanding common share bonus warrants have also had their expiry date extended to May 6, 2026 [2]. - Each bonus warrant allows the holder to purchase one common share at a price of $0.05 [2]. - Similar to the debenture, the expiration date for the bonus warrants has been amended several times, with the latest change extending it from December 31, 2025, to May 6, 2026 [2]. Group 3: Company Overview - Pool Safe Inc. designs and distributes the LounGenie, a multipurpose personal poolside attendant aimed at enhancing safety and convenience for guests at hotels, resorts, waterparks, and cruise ships [3]. - The LounGenie is strategically placed alongside pool or beach lounge chairs, providing security for guests' belongings while also offering vendors opportunities to increase food and beverage sales [3].