The Consumer Discretionary group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Roku (ROKU) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Discretionary sector should help us answer this question.Roku is one of 265 individual stocks in the Consumer Discretionary sector. Collectively, these companies sit at #13 in the Zacks Sector Rank. The Zacks Se ...

Group 1 - Super Group (SGHC) Limited operates global online sports betting and gaming services through its Betway sportsbook and casino platform, as well as its Spin multi-brand online casino business [1] - The company reported a profit of $95.8 million and revenue of $556.9 million for the latest earnings period, reflecting a 38% year-over-year increase and outperforming estimates by $46.51 million [1] - Super Group raised its full-year revenue guidance to between $2.17 billion and $2.27 billion, up from the previous guidance of $2.125 billion to $2.20 billion [2] Group 2 - The adjusted EBITDA guidance has also been increased to between $555 million and $565 million, compared to the previous range of $550 million to $560 million [2]

Super Group (SGHC) Limited (SGHC) closed the last trading session at $12.1, gaining 0.9% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $18 indicates a 48.8% upside potential.The mean estimate comprises eight short-term price targets with a standard deviation of $1.2. While the lowest estimate of $16.00 indicates a 32.2% increase from the current price level, the most optimistic a ...

Core Insights - Super Group SGHC Ltd. (NYSE:SGHC) experienced a significant stock price increase of 15.62% on Tuesday, closing at $12.21, following strong earnings and a positive growth outlook for 2025 [1][2]. Financial Performance - The net income attributable to shareholders for Super Group in Q3 rose by 860% to $96 million, compared to $10 million in the same period last year [2]. - Revenues increased by 25.7% to $557 million from $443 million year-on-year, driven by growth in Africa, Europe, and North America, which offset declines in South and Latin America [3]. - The customer base grew by 18.8% to 5.5 million from 4.7 million year-on-year [3]. Future Outlook - Super Group raised its revenue guidance for full-year 2025 to a range of $2.17 to $2.27 billion, up from the previous range of $2.125 to $2.2 billion [4]. - The adjusted EBITDA outlook was also increased to $555 million to $565 million, compared to the prior range of $550 million to $560 million [4].

Super Group (NYSE:SGHC) Q3 2025 Earnings Call November 04, 2025 08:45 AM ET Speaker0Hello, everyone, and thank you for joining the Super Group Third Quarter twenty twenty five Earnings Webcast and Conference Call. My name is Lucy, and I'll be coordinating your call today. It is now my pleasure to hand over to your host, Enkem Ojibow, Head of Investor Relations to begin. Please go ahead.Speaker1Good morning, everyone, and thank you for joining us today to discuss Group's results for the third quarter twenty ...

Financial Data and Key Metrics Changes - The company generated total revenue of $557 million, up 26% year-over-year [8] - Group-adjusted EBITDA reached $152 million, representing 65% year-over-year growth, with a robust margin of approximately 27% [8][9] - Sports betting wagers hit $901 million for the quarter, up 12%, while casino wagers increased by 20% year-over-year [9] - The company ended the quarter with $462 million cash on the balance sheet and returned $136 million to shareholders over the last 12 months [9] Business Line Data and Key Metrics Changes - Europe's revenue surged 46% year-over-year, with the UK and Spain leading at 71% and 11% growth respectively [5] - Africa delivered 36% year-over-year growth, with Botswana showing significant momentum since launch [6] - North America grew 14% year-over-year, with Canada ex-Ontario increasing by 15% [6] - APAC revenue was up 3% year-over-year, marking an improvement from the previous quarter's decline [6] Market Data and Key Metrics Changes - The UK and Spain's strong performance was attributed to regulatory stability, product innovation, and enhanced marketing execution [5][32] - Germany faced challenges due to tighter regulatory restrictions and reduced marketing spend [5] - In Africa, the successful migration to a new technology platform in Nigeria is expected to improve scalability and customer experience [6] Company Strategy and Development Direction - The company plans to launch Supercoin, a South African rand-pegged digital asset stablecoin, in Q4 2025, aiming to deepen customer loyalty and engagement [5][7] - The focus remains on executing growth strategies, unlocking further margin expansion, and delivering long-term value to shareholders [11] - The company is actively addressing regulatory challenges in various markets, including potential re-entry into Kenya due to favorable tax changes [56] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a challenging sports hold environment while maintaining record customer activity [11] - The guidance for the remainder of the year assumes a normalized sports hold, with continued momentum in customer activity expected [20] - Management highlighted the importance of customer engagement and operational efficiencies as key drivers for future growth [52] Other Important Information - The company is investing in AI to enhance customer support and trading operations, contributing to improved operational efficiency [8] - The balance sheet remains strong, allowing for continued investment in growth opportunities [9] Q&A Session Summary Question: Details on payment costs in Africa - Management noted that payment costs in Africa are significantly higher than in other markets, but the implementation costs for Supercoin are manageable [15] Question: Opportunity for using Supercoin to drive retention - Management emphasized that Supercoin will enhance customer acquisition and retention through various benefits and rewards [17] Question: Guidance and growth trends - Management indicated that guidance reflects a normalized sports hold and expressed excitement about continued customer activity and marketing efficiencies [20][21] Question: Tax developments in Africa - Management discussed the impact of tax changes in Zambia and the UK, indicating a resilient business model that can absorb some tax increases [26][27] Question: Growth sustainability in Africa - Management highlighted Botswana's strong growth and the consistency across African markets, with expectations for continued stability following the tech migration in Nigeria [40] Question: New Zealand regulatory changes - Management is monitoring regulatory developments in New Zealand and adhering to advertising restrictions to ensure long-term market viability [65] Question: M&A strategy - Management remains selective regarding M&A opportunities, focusing on finding the right price and ensuring acquisitions stand on their own [68]

Financial Performance - Total Group Revenue reached $557 million, a 26% year-over-year increase[12, 16] - Group Adjusted EBITDA was $152 million, reflecting a 65% year-over-year growth and a 27% margin[12, 16] - Ex-U S Adjusted EBITDA increased by 42% year-over-year to $149 million[16] - The company paid out $20 million in dividends during the quarter, with a last twelve months total of $136 million[14] Customer Engagement - Average Unique Monthly Active Customers reached a new all-time high of 55 million, an 18% year-over-year increase, peaking at approximately 6 million in September[14, 16] Revenue Diversification - Net Revenue by geography shows continued global diversification, with Americas contributing 33%, Africa 41%, Europe 20%, and RoW 6% of the $550 million total in 3Q 2025[22] - Online Casino accounted for 84% of Net Revenue, while Sports contributed 16%[27] Operational Expenses - Direct Expenses accounted for 37% of Total Revenue Ex-U S [63] - Marketing Costs represented 21% of Total Revenue Ex-U S [63] - G&A Expenses accounted for 15% of Total Revenue Ex-U S [63] Guidance - The company updated its 2025 guidance, projecting Total Revenue between $217 billion and $227 billion and Adjusted EBITDA between $555 million and $565 million[75]

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential trading opportunities before the market opens [1] Premarket Gainers - Denny's Corporation (DENN) is up 49% at $6.16 [3] - Cambium Networks Corporation (CMBM) is up 25% at $2.55 [3] - Tactile Systems Technology, Inc. (TCMD) is up 22% at $19.35 [3] - Upwork Inc. (UPWK) is up 19% at $18.60 [3] - Kforce Inc. (KFRC) is up 12% at $27.50 [3] - Super Group (SGHC) Limited (SGHC) is up 12% at $11.91 [3] - Innovex International, Inc. (INVX) is up 10% at $22.62 [3] - Sanmina Corporation (SANM) is up 9% at $154.03 [3] - Exact Sciences Corporation (EXAS) is up 8% at $72.69 [3] - OTG Acquisition Corp. I Class A Ordinary Share (OTGA) is up 7% at $10.77 [3] Premarket Losers - Sarepta Therapeutics, Inc. (SRPT) is down 40% at $14.44 [4] - JELD-WEN Holding, Inc. (JELD) is down 32% at $2.81 [4] - Ichor Holdings, Ltd. (ICHR) is down 29% at $16.05 [4] - Insperity, Inc. (NSP) is down 27% at $32.50 [4] - Prelude Therapeutics Incorporated (PRLD) is down 22% at $3.08 [4] - Forward Industries, Inc. (FORD) is down 20% at $11.11 [4] - Navitas Semiconductor Corporation (NVTS) is down 18% at $10.03 [4] - Diginex Limited (DGNX) is down 17% at $19.51 [4] - Atlas Energy Solutions Inc. (AESI) is down 16% at $10.58 [4] - Chijet Motor Company, Inc. (CJET) is down 15% at $3.24 [4]

Group 1 - Super Group (SGHC) Limited's stock decreased by 3.77% to $13.00, underperforming the S&P 500's daily loss of 0.16% [1] - Over the past month, shares of Super Group (SGHC) Limited increased by 6.46%, outperforming the Consumer Discretionary sector's decline of 4.43% and the S&P 500's gain of 1.14% [1] Group 2 - Super Group (SGHC) Limited is expected to report earnings of $0.14 per share, reflecting a year-over-year growth of 55.56%, with projected revenue of $529 million, a 19.48% increase compared to the previous year [2] - For the entire fiscal year, earnings are projected at $0.46 per share and revenue at $2.17 billion, indicating increases of 35.29% and 18.13% respectively from the prior year [3] Group 3 - Recent changes to analyst estimates for Super Group (SGHC) Limited indicate positive sentiment regarding the company's business operations and profit generation capabilities [4] - The Zacks Rank system, which assesses estimate changes, currently ranks Super Group (SGHC) Limited as 2 (Buy), with a 27.78% upward shift in the consensus EPS estimate over the past month [6] Group 4 - Super Group (SGHC) Limited has a Forward P/E ratio of 29.37, which is higher than the industry average Forward P/E of 21.62 [7] - The Gaming industry, part of the Consumer Discretionary sector, holds a Zacks Industry Rank of 55, placing it in the top 23% of over 250 industries [7]

Super Group (SGHC) Limited (SGHC) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trend ...