Commerce Media Solutions has delivered triple-digit compound annual revenue growth since 1Q23, expanding into travel, ticketing, and complementary verticals.NEW YORK, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Fluent, a leading commerce media solutions provider, today announced three years of sustained growth for its Commerce Media Solutions business driven by the continued expansion of its commerce network and a relevance-first approach to monetization. During this period, Fluent has partnered with leading retailer ...

Core Viewpoint - The Supreme Court's decision to strike down President Trump's tariffs has led to a significant increase in retail and apparel stocks, providing a boost to US businesses and manufacturers [1][4][6]. Group 1: Stock Market Reaction - Retail and apparel stocks experienced notable gains, with Victoria's Secret rising by 5.6%, Dollar Tree increasing by 4%, and Abercrombie & Fitch gaining 5.5% [1]. - Other companies like Lululemon and Dick's Sporting Goods also saw smaller increases in their stock prices following the ruling [1]. Group 2: Industry Impact - The National Retail Federation expressed approval of the Supreme Court's decision, emphasizing that tariff imposition should be the prerogative of Congress rather than the president [1]. - David French, an executive from the trade group, highlighted that the ruling provides essential certainty for US businesses and manufacturers, and he expressed hope for potential refunds that could stimulate economic activity [2]. Group 3: Legal Context - The Supreme Court ruled in a 6-3 vote that the International Emergency Economic Powers Act, which was used to impose the tariffs, does not grant the authority to impose such duties [3][6]. - The ruling challenges the previous narrative that foreign countries bore the cost of the tariffs, as a study indicated that US businesses and consumers paid approximately 90% of the tariff costs last year [5].

Core Insights - Albert Anthony is a Croatian-American business author and analyst contributing to Seeking Alpha with over 1,000 followers [1] - He has authored a book titled "Real Estate Investment Trusts (REITs): A Fundamental Analysis (2026 Edition)" available on Amazon [1] - Anthony has a background in business and information systems, having worked at Charles Schwab in the IT department [1] - He operates his own boutique equities research firm, Albert Anthony & Company, remotely [1] - The author has participated in numerous business and innovation conferences and has hosted a program for Online Live TV Croatia [1] - He holds a B.A. in Political Science and various certifications including Microsoft Fundamentals and Risk Management specialization from CFI [1] - Anthony is also active on YouTube discussing REITs and is an investor in REIT stocks [1] Company and Industry Summary - Albert Anthony & Company is a Texas-registered business focused on equities research [1] - The firm provides general market commentary and research based on publicly available data [1] - The author does not engage with non-publicly traded companies, small cap stocks, or startup CEOs [1]

Core Viewpoint - Dick's Sporting Goods is experiencing a decline in stock performance, with a projected earnings drop despite significant revenue growth expectations for the upcoming quarter [1][2]. Company Performance - In the latest trading session, Dick's Sporting Goods closed at $199.32, down 2.49% from the previous day, underperforming the S&P 500, which fell 1.57% [1]. - Over the past month, shares of Dick's Sporting Goods have decreased by 2.29%, compared to a 4.94% loss in the Retail-Wholesale sector and a 0.29% loss in the S&P 500 [1]. Earnings Forecast - The company is expected to report earnings of $3.43 per share on March 12, 2026, reflecting a year-over-year decline of 5.25% [2]. - Revenue for the same quarter is projected to be $6.1 billion, indicating a substantial growth of 56.69% compared to the previous year [2]. Annual Estimates - For the entire year, the Zacks Consensus Estimates forecast earnings of $13.14 per share and revenue of $17.07 billion, representing changes of -6.48% and +27.02%, respectively, from the previous year [3]. Analyst Estimates - Recent changes to analyst estimates for Dick's Sporting Goods are important, as they reflect short-term business trends [4]. - Positive estimate revisions are viewed as a sign of optimism regarding the business outlook [4]. Zacks Rank and Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Dick's Sporting Goods at 3 (Hold) [6]. - Over the past month, there has been a 0.42% decline in the Zacks Consensus EPS estimate [6]. Valuation Metrics - Dick's Sporting Goods has a Forward P/E ratio of 13.49, which is lower than the industry average Forward P/E of 19.84, indicating a valuation discount [7]. - The company's PEG ratio stands at 2.78, compared to the average PEG ratio of 2.75 for Retail - Miscellaneous stocks [7]. Industry Context - The Retail - Miscellaneous industry is part of the Retail-Wholesale sector and holds a Zacks Industry Rank of 87, placing it in the top 36% of over 250 industries [8]. - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8].

Core Insights - DICK'S Sporting Goods, Inc. will announce its fourth quarter and full year 2025 results on March 12, 2026, before the market opens [1] - A conference call to discuss the results will take place at 10:00 a.m. Eastern Time on the same day, accessible via the company's Investor Relations website [2] Company Overview - DICK'S Sporting Goods, founded in 1948 and headquartered in Pittsburgh, is a leading omni-channel retailer with a strong brand presence in sports and culture [3] - The company operates various banners including DICK'S Sporting Goods, Golf Galaxy, Public Lands, and Going Going Gone!, as well as experiential retail concepts like DICK'S House of Sport and Golf Galaxy Performance Center [3] - DICK'S also owns the Foot Locker Business, which includes brands such as Foot Locker, Kids Foot Locker, Champs Sports, WSS, and atmos, serving the global sneaker community across multiple regions [3] Community Engagement - DICK'S Sporting Goods is committed to youth sports, having donated millions through its Sports Matter program and other initiatives to support under-resourced teams and athletes [4]

Company Performance - Dick's Sporting Goods (DKS) closed at $205.81, with a +1.28% change from the previous day's closing price, outperforming the S&P 500's gain of 0.41% [1] - Over the past month, DKS shares appreciated by 0.52%, underperforming the Retail-Wholesale sector's gain of 4.12% but outperforming the S&P 500's gain of 0.38% [2] Earnings Projections - The upcoming earnings disclosure for DKS is anticipated to show earnings per share (EPS) of $3.49, reflecting a 3.59% decrease from the same quarter last year, with projected quarterly revenue of $6.1 billion, up 56.7% from the year-ago period [3] - For the entire fiscal year, earnings are projected at $13.13 per share and revenue at $17.8 billion, representing changes of -6.55% and +32.42% respectively from the prior year [4] Analyst Estimates and Rankings - Recent adjustments to analyst estimates for DKS are important as they reflect short-term business trends, with positive revisions indicating analyst optimism regarding the company's profitability [5] - The Zacks Rank system, which assesses estimate changes, currently ranks DKS at 4 (Sell), with the consensus EPS estimate remaining unchanged over the last 30 days [7] Valuation Metrics - DKS is currently trading at a Forward P/E ratio of 15.48, which is below the industry average Forward P/E of 20.91, suggesting that DKS is trading at a discount [8] - The company has a PEG ratio of 3.19, compared to the industry average PEG ratio of 2.9, indicating a higher expected earnings growth trajectory relative to its peers [9] Industry Context - The Retail - Miscellaneous industry, which includes DKS, has a Zacks Industry Rank of 59, placing it within the top 25% of over 250 industries, suggesting strong performance potential [10]

Core Viewpoint - Nike's stock performance has significantly declined in recent years, failing to reflect the company's strong global brand recognition and legacy [1][3]. Group 1: Stock Performance - An investment of $100 in Nike stock five years ago would now be worth only $45.75, or $49.12 including dividends [1]. - Nike's stock has decreased by over 50% in the past five years [3]. Group 2: Business Strategy and Competition - The decline in stock price is attributed to Nike's unsuccessful shift towards direct-to-consumer sales, neglecting the importance of third-party retailers [2]. - Increased competition from younger brands like On and Hoka has intensified challenges in the athletic footwear market [3][4]. Group 3: Innovation and Market Position - There have been complaints regarding a lack of innovation from Nike in recent years, contributing to investor caution [4]. - Nike is attempting to refocus on its sports performance roots, although this has yet to positively impact stock performance [4].

Core Insights - DICK'S Sporting Goods, Inc. (DKS) reported a strong performance in Q3 of fiscal 2025, with comparable sales growth of 5.7% and a two-year stacked comps of approximately 10% [1][2] - The company has achieved seven consecutive quarters of comps growth above 4%, demonstrating effective execution of its long-term strategy [2] - DICK'S raised its fiscal 2025 guidance for comps growth to between 3.5% and 4%, and adjusted its earnings per share forecast to a range of $14.25-$14.55, reflecting sustained momentum across various channels [3] Financial Performance - The operating margin is projected to be around 11.1% at the midpoint for fiscal 2025 [3] - DICK'S shares have decreased by 5.5% over the past three months, while the industry has grown by 7.2% [6] - The forward price-to-earnings ratio for DKS is 14.17X, which is lower than the industry average of 18.67X [8] Strategic Initiatives - The company is accelerating its store transformation with the expansion of House of Sport and Field House formats, which are expected to yield strong financial returns and enhance athlete engagement [4] - E-commerce is identified as a key growth driver, with the digital business outpacing overall company growth, supported by innovations in app functionality and data-driven capabilities [4] Challenges and Outlook - The acquisition of Foot Locker is anticipated to negatively impact consolidated results due to inventory clearance and the closure of underperforming assets, which may pressure margins in Q4 [5] - The raised guidance for 2025 excludes Foot Locker and reflects confidence in the standalone DICK'S model, emphasizing repeatable fundamentals such as store productivity and product relevance [5] Earnings Estimates - The Zacks Consensus Estimate for DKS's fiscal 2025 EPS indicates a year-over-year decline of 6.6%, while the estimate for fiscal 2026 EPS suggests a growth of 16.3% [11]

Core Viewpoint - The U.S. Federal Housing Finance Agency Director William Pulte anticipates that President Donald Trump will make a decision within the next month or two regarding the potential sale of a portion of the U.S. mortgage market [1] Group 1 - The decision by President Trump could significantly impact the U.S. mortgage market [1] - The timeline for the decision is expected to be within one to two months [1]

Core Insights - DICK'S Sporting Goods, Inc. (DKS) is rapidly evolving into a leading omnichannel sports retailer, driven by its digital strategy and expanding capabilities [1][10] - The GameChanger platform and Dick's Media Network are pivotal in generating long-term digital revenue streams [1][2] Digital Strategy - DKS is executing a comprehensive digital transformation that integrates proprietary platforms and data-driven capabilities to enhance customer engagement and unlock new revenue streams [2][4] - The GameChanger platform is expanding with new features and partnerships, enhancing the youth sports experience and solidifying DKS's position in the youth sports tech ecosystem [3][10] E-commerce Growth - The company is scaling its multi-billion-dollar e-commerce business by strengthening its online presence and increasing market share among both online-only and omnichannel retailers [5][10] - DKS is focusing on app-led experiences and youth sports engagement to boost e-commerce, including app-exclusive reservations [3][10] Financial Performance - DKS shares have decreased by 4% over the past six months, while the industry has grown by 5.9% [8] - The forward price-to-earnings ratio for DKS is 13.12X, compared to the industry average of 18.15X [9] - The Zacks Consensus Estimate for DKS's fiscal 2025 earnings per share (EPS) indicates a year-over-year decline of 6.6%, while fiscal 2026 shows an increase of 16.3% [11]