By segment, REVOLVE net sales grew 10% year-over-year and FWRD grew 14% . By geography, domestic net sales increased 10% and international rose 13% . Active customers (a trailing 12-month measure) increased to 2.8 million , up 6% , while total orders increased 13% to 2.4 million , which CFO Jesse Timmermans said represented the highest growth rate in three years. Average order value was $296 , down 2% , which the company attributed primarily to mix shift, including a 43% increase in beauty sales.Co-founder ...

Earnings Reports - A variety of companies are set to announce quarterly results, including Domino's Pizza, C3.ai, Dell Technologies, Home Depot, Nvidia, Salesforce, and others [2] Economic Data Releases - Key economic data to be released includes factory orders, the S&P Case-Shiller home price index, wholesale inventories, consumer confidence data, and the producer price index (PPI) for January [3][4] Federal Reserve Speeches - Several Federal Reserve officials, including Christopher Waller, Austan Goolsbee, Raphael Bostic, and Lisa Cook, are scheduled to deliver speeches throughout the week [3]

Core Insights - Ralph Lauren Corporation's margin expansion reflects successful brand elevation and disciplined execution, resulting in financial gains despite macroeconomic challenges [1][4] - The company achieved strong performance in Q3 of fiscal 2026, surpassing revenue and profitability expectations [1][4] Financial Performance - Adjusted gross margin increased by 140 basis points to 69.8%, while adjusted operating margin rose by 200 basis points to 20.7% on a constant-currency basis [2][9] - The margin expansion was driven by strong full-price selling, reduced discounting, and a favorable channel and product mix, which offset higher U.S. tariffs and labor costs [2][9] - Average unit retail (AUR) increased by 18% year over year, significantly contributing to gross margin improvement [2][9] Sales Strategy - Full-price demand was consistent across regions, with Asia showing particularly strong consumer appetite in China and Japan [3] - In North America and Europe, the company reduced discounts without sacrificing comparable-store sales growth, enhancing the quality of sales [3] - Management emphasized that margin expansion is driven by structural brand strength rather than short-term cost benefits [3] Future Outlook - The sustainability of margin expansion depends on maintaining full-price momentum amid ongoing tariff pressures and a volatile consumer environment [4] - Management remains optimistic, citing strong brand appeal, new customer acquisition, and data-driven pricing strategies [4] - Margins may face near-term pressure in Q4 due to tariffs and marketing timing, but the Q3 performance indicates that full-price demand is a core driver of long-term profitability [4] Valuation and Estimates - Ralph Lauren's shares have increased by 7.1% over the past three months, compared to the industry's 9.1% growth [7] - The company trades at a forward price-to-earnings ratio of 20.80X, higher than the industry average of 16.38X [8] - The Zacks Consensus Estimate for fiscal 2026 and fiscal 2027 EPS indicates year-over-year growth of 30.5% and 9.9%, respectively, with recent upward revisions in estimates [10][11]

Core Insights - SharkNinja, Inc. reported strong fourth-quarter 2025 results, with both revenue and earnings exceeding expectations and showing year-over-year growth [1][10] Financial Performance - Earnings per share (EPS) reached $1.93, surpassing the Zacks Consensus Estimate of $1.78, marking a 37.9% increase from $1.40 in the same quarter last year [1][10] - Net sales totaled $2.10 billion, up 17.6% year over year, exceeding the Zacks Consensus Estimate of $2.07 billion, and grew 16.2% on a constant-currency basis [3][10] - Adjusted gross profit rose 18.4% to $1.01 billion, with adjusted gross margin expanding by 40 basis points to 48.2% [4] - Adjusted operating income surged 43.2% to $367.3 million, representing 17.5% of net sales [7] Expense Analysis - Research and development expenses increased by 13.1% to $98.2 million, driven by higher personnel costs and increased expenses for prototypes and testing [5] - Sales and marketing expenses rose 8% to $458.7 million, influenced by higher delivery and distribution costs and personnel-related expenses [6] - General and administrative expenses decreased by 13%, attributed to lower personnel-related costs, partially offset by higher legal fees [6] Product and Category Performance - Cleaning Appliances net sales increased 3.4% to $669.9 million, supported by strong performance in carpet extractors and robotics [8] - Cooking and Beverage Appliances sales climbed 11.7% to $667.3 million, driven by the Ninja Luxe Cafe espresso machine [8] - Food Preparation Appliances saw a 28.1% increase in sales to $438 million, bolstered by strong sales in the frozen drinks category [9] - Beauty and Home Environment Appliances experienced a significant 63.2% growth to $326.2 million, driven by fans, air purifiers, and new product launches [9] Geographical Sales Performance - Domestic net sales rose 15.7% to $1.37 billion, while international net sales increased 21.4% to $729.1 million [11] Future Outlook - For fiscal 2026, SharkNinja projects net sales growth of 10-11% and adjusted EPS between $5.90 and $6.00, indicating continued growth [10][14] - Adjusted EBITDA is expected to be between $1,270 million and $1,280 million, reflecting an 11.8-12.7% increase from the previous year [14] - The company plans capital expenditures of $190-$210 million to support product launches and technology investments [14] Share Repurchase Program - The board has authorized a share repurchase program of up to $750 million, expected to commence in 2026 [13]

Core Insights - Revolve Group, Inc. (NYSE:RVLV) is recognized as a strong e-commerce investment opportunity, receiving a Buy rating from KeyBanc with a price target of $35.00 [1] - The company opened a new store at The Grove in Los Angeles, aiming to attract customers through high visibility and foot traffic, showcasing a variety of products from both established and emerging brands [2] - Morgan Stanley adjusted its price target for RVLV to $27 from $26, maintaining an Equal Weight rating, indicating a belief in stable market conditions for the internet sector in the coming years [3] Company Overview - Revolve Group, Inc. operates as an online fashion retailer targeting Gen Z and millennial consumers, with its operations divided into two segments: Forward (FWRD) and Revolve [4] - The Revolve segment focuses on apparel, footwear, accessories, and beauty products, while the FWRD segment specializes in luxury brands, with all products sold exclusively online [4]

Core Insights - The article discusses the current state of the e-commerce market and highlights the 11 best e-commerce stocks to buy now, emphasizing the importance of hedge fund sentiment in stock selection [1][10]. Market Trends - The S&P 500 decreased by 0.4%, the Nasdaq Composite fell by approximately 2%, and software stocks experienced a decline of nearly 9% over the past week, indicating a shift from growth stocks to cyclicals and value stocks [2]. - Market volatility has increased, catching investors off guard, as the trend of rotating out of growth stocks has accelerated [2]. - Gregory Davis from Vanguard noted that market repricing is not surprising given the robust movements over the past year, advocating for diversification across various asset classes [3]. E-commerce Stock Highlights - **Revolve Group, Inc. (NYSE:RVLV)**: - Rated as a buy with a price target of $35.00 by KeyBanc [11]. - Opened a new store in Los Angeles to enhance customer engagement [12]. - Morgan Stanley adjusted its price target to $27, maintaining an Equal Weight rating, indicating a focus on companies with positive returns on invested capital from GenAI or GPU technologies [13][14]. - **Global-e Online Ltd. (NASDAQ:GLBE)**: - Received an Overweight rating from Piper Sandler with a price target of $48 [15]. - Truist revised its price target to $43 from $41, maintaining a Hold rating, while expressing optimism for the group throughout 2026 [17][18].

Core Insights - Ralph Lauren Corporation (RL) reported strong third-quarter fiscal 2026 results, with both revenue and earnings exceeding expectations, driven by robust holiday demand across various regions and channels [2][3][8] Financial Performance - Adjusted earnings per share reached $6.22, surpassing the consensus estimate of $5.80, and increased by 29% from $4.82 in the same quarter last year [3] - Net revenues grew 12% year over year to $2,406 million, exceeding the Zacks Consensus Estimate of $2,318 million, with a 10% increase on a constant-currency basis [3] - Global direct-to-consumer comparable store sales rose in high-single digits, supported by balanced growth in physical and digital channels, while global wholesale sales experienced robust double-digit growth [4] Regional Performance - North America: Revenues increased by 8% year over year to $1.1 billion, with retail channel comps rising 7% [7] - Europe: Revenues rose 12% year over year to $676 million, with a 4% increase on a currency-neutral basis [9] - Asia: Revenues increased by 22% year over year to $620 million, with comps up 20% [10] Margin and Cost Analysis - Adjusted gross profit margin expanded by 150 basis points year over year to 69.9%, driven by strong average unit retail growth and a favorable product mix [11] - Adjusted operating income was $503 million, with an adjusted operating margin increasing by 220 basis points to 20.9% [12] Financial Position - As of the end of the third quarter, the company had cash and short-term investments of $2.3 billion, total debt of $1.3 million, and total shareholders' equity of $2.9 billion [13] - Inventory increased by 15% year over year to $1.1 billion [13] - The company repurchased nearly $37 million of Class A Common Stock and returned about $500 million to shareholders through dividends and stock repurchases [14] Future Outlook - Following strong Q3 results, Ralph Lauren raised its full-year fiscal 2026 guidance, expecting revenue growth in the high-single to low-double digits on a constant currency basis [16][17] - For the fiscal fourth quarter, revenues are expected to grow in mid-single digits on a constant currency basis, with foreign currency expected to aid revenues by 200-300 basis points [20]

Core Insights - KeyBanc raised its price target on Revolve Group to $35 from $25, maintaining an Overweight rating, citing confidence in tariff mitigation, improving profitability, and assortment diversification as key factors for a positive outlook [1] - The company's Q3 2025 results showed a 45% year-over-year increase in adjusted EBITDA to $25 million, the highest for a third quarter, driven by cost management and operating leverage [3] - Revolve Group operates as an online fashion retailer targeting millennial and Generation Z consumers, with two core segments: REVOLVE and FWRD, utilizing data-driven merchandising and influencer marketing [4] Financial Performance - Adjusted EBITDA for Q3 2025 reached $25 million, marking a 45% increase year-over-year, attributed to disciplined cost management and investments in technology [3] - Margin expansion was noted due to operating leverage and targeted investments, including the use of artificial intelligence to enhance productivity and cost efficiencies [3] Company Overview - Founded in 2003 and headquartered in Cerritos, California, Revolve Group primarily serves millennial and Generation Z consumers both in the U.S. and internationally [4] - The company blends data-driven merchandising with influencer-led marketing and premium brand partnerships across its two segments [4]

Core Insights - Columbia Sportswear Company (COLM) reported fourth-quarter 2025 results with both sales and earnings exceeding the Zacks Consensus Estimate, although both metrics declined year over year [2][12]. Financial Performance - Earnings per share (EPS) for the quarter were $1.73, surpassing the Zacks Consensus Estimate of $1.22, but down 3.9% from $1.80 in the prior-year period [4][12]. - Net sales reached $1,070.2 million, exceeding the Zacks Consensus Estimate of $1,037 million, but fell 2.4% year over year, primarily due to timing-related factors [5][12]. - Gross profit decreased 1.6% year over year to $551.7 million, while gross margin improved by 50 basis points to 51.6%, driven by better inventory quality [6][12]. - Selling, General and Administrative (SG&A) expenses rose 2.5% to $441.5 million, with the percentage of sales increasing to 41.3% [7][12]. - Operating income was $116.7 million, down 15% from the previous year, with operating margin decreasing by 160 basis points to 10.9% [8][12]. Sales Performance by Region and Channel - U.S. net sales declined 8% year over year to $626 million, slightly missing estimates, while international markets showed growth with EMEA and Asia Pacific net sales increasing by 8% [9][12]. - Direct-to-consumer (DTC) sales increased 1% to $640.8 million, exceeding expectations, while wholesale channel sales decreased by 7% [10][12]. Product Category Performance - Net sales in the Apparel, Accessories, and Equipment category fell 2% to $855 million, while Footwear sales decreased by 5% to $215.3 million [13][12]. - Sales for the Columbia, SOREL, and Mountain Hardwear brands experienced declines, while the prAna brand saw a 6% increase year over year [13][12]. Financial Position and Future Outlook - As of December 31, 2025, the company had cash and cash equivalents of $442 million and no debt on its balance sheet [14][12]. - For 2026, the company anticipates net sales growth of 1% to 3%, projecting revenues between $3.43 billion and $3.50 billion [17][12]. - Gross margin is expected to decline to a range of 49.8% to 50%, while operating margin is projected to improve modestly to between 6.2% and 6.9% [18][12]. - EPS for 2026 is forecasted to range from $3.20 to $3.65, with first-quarter 2026 net sales expected to decline approximately 2.5% to 4% year over year [19][12].

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