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Chewy to Report Q2 Earnings: Essential Insights Ahead of the Report
ZACKS· 2025-08-19 17:26
Core Viewpoint - Chewy, Inc. is expected to report growth in both revenue and earnings for the second quarter of fiscal 2025, with sales estimated at $3.1 billion, reflecting a 7.8% increase year-over-year, and earnings per share projected at 33 cents, indicating a 37.5% growth from the previous year [1][3]. Group 1: Financial Performance - The Zacks Consensus Estimate for Chewy's quarterly sales is $3.1 billion, representing a 7.8% increase from the same quarter last year [1]. - The consensus estimate for earnings per share has remained stable at 33 cents, reflecting a year-over-year growth of 37.5% [1]. - Chewy has delivered an average earnings surprise of 8.1% over the last four quarters, with a recent surprise of 2.9% [2]. Group 2: Factors Influencing Performance - Chewy's performance is likely bolstered by its digital capabilities, product assortments, and expansion efforts, including technology upgrades to its online platforms [3]. - Increased product demand, strong consumer engagement, and growth in active customers have positively impacted results, alongside the expansion of Autoship subscriptions and healthcare services [4]. - The estimated net sales per active customer is $589, which is a 4.2% increase from the previous year [5][9]. Group 3: Challenges - The company faces challenges from a tough macroeconomic environment, including inflationary pressures and tariffs, which may have negatively impacted performance [6].
Target Q2 Earnings Preview: Key Trends Investors Should Watch
ZACKS· 2025-08-19 15:31
Core Insights - Target Corporation is set to release its second-quarter fiscal 2025 earnings on August 20, with projected revenues of $24.91 billion, reflecting a 2.1% decline year-over-year, and earnings expected at $2.09 per share, indicating an 18.7% drop from the previous year [1][7]. Financial Performance - The Zacks Consensus Estimate for second-quarter revenues is $24.91 billion, down 2.1% from the same period last year [1][7]. - Earnings per share are projected at $2.09, a decrease of 18.7% compared to the year-ago quarter [1][7]. - The company has a trailing four-quarter average negative earnings surprise of 3.2%, with the last quarter's earnings missing the Zacks Consensus Estimate by 19.8% [2]. Earnings Estimates - Current quarter earnings estimate stands at $2.09, with a year-over-year growth estimate of -18.68% [3]. - The number of estimates for the current quarter is 13, with a high estimate of $2.48 and a low estimate of $1.90 [3]. - Comparable sales are expected to decrease by 3.3%, with average transaction amounts and the number of transactions anticipated to drop by 1.3% and 2%, respectively [11]. Strategic Initiatives - Target's synergistic approach, including a strong brand presence and expanding e-commerce capabilities, is expected to support second-quarter performance [8]. - Investments in AI-driven innovation and operational efficiencies through supply-chain improvements are anticipated to bolster results [8]. - Ongoing digitization efforts, such as same-day delivery and curbside pickup, are likely to enhance customer engagement and digital penetration [9]. Challenges - Target faces challenges with weakening store traffic and declining comparable sales, indicating softer consumer engagement in physical retail [10]. - Margin pressures from markdown activities, rising digital fulfillment expenses, and tariff exposure are likely to impact profitability [10].
nCino (NCNO) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
ZACKS· 2025-08-19 15:00
Core Viewpoint - nCino (NCNO) is anticipated to report flat earnings of $0.14 per share for the quarter ended July 2025, with revenues expected to rise by 8% to $143 million compared to the previous year [3][12]. Earnings Expectations - The upcoming earnings report is scheduled for August 26, and the stock may experience upward movement if earnings exceed expectations, while a miss could lead to a decline [2][12]. - The consensus EPS estimate has been revised 4.35% higher in the last 30 days, indicating a positive sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP for nCino is +3.70%, suggesting a likelihood of beating the consensus EPS estimate, supported by a Zacks Rank of 1 (Strong Buy) [12]. - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a favorable Zacks Rank [10]. Historical Performance - In the last reported quarter, nCino met the expected earnings of $0.16 per share, resulting in no surprise [13]. - Over the past four quarters, nCino has surpassed consensus EPS estimates two times [14]. Industry Context - VNET Group (VNET), another player in the Zacks Internet - Software industry, is expected to report a significant decline in EPS of $0.02, a year-over-year change of -66.7%, with revenues projected to increase by 17.1% to $321.33 million [18]. - VNET Group's consensus EPS estimate has remained unchanged, resulting in an Earnings ESP of 0%, making predictions about beating the consensus EPS challenging [19].
Earnings Preview: PVH (PVH) Q2 Earnings Expected to Decline
ZACKS· 2025-08-19 15:00
Core Viewpoint - The market anticipates a year-over-year decline in earnings for PVH despite an increase in revenues when the company reports its quarterly results for the period ending July 2025 [1][3]. Earnings Expectations - PVH is expected to report earnings of $1.97 per share, reflecting a decline of 34.6% year-over-year, while revenues are projected to be $2.1 billion, an increase of 1.3% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 1.66% over the last 30 days, indicating a collective reassessment by analysts regarding the company's earnings prospects [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for PVH is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.12%, suggesting a bearish outlook from analysts [12]. Historical Performance - In the last reported quarter, PVH exceeded the expected earnings of $2.24 per share by delivering $2.30, resulting in a surprise of +2.68%. Over the last four quarters, the company has consistently beaten consensus EPS estimates [13][14]. Investment Considerations - Despite the historical ability to beat estimates, the current combination of a negative Earnings ESP and a Zacks Rank of 3 makes it challenging to predict a positive earnings surprise for PVH [12][17].
Big-Box Retailers Gear Up to Report This Week: ETFs in Focus
ZACKS· 2025-08-18 16:30
Core Viewpoint - The retail sector is under scrutiny as major retailers like Walmart, Home Depot, Lowe's, and Target prepare to report earnings amidst challenges such as tariffs, inflation, and changing consumer habits [1] Retail Sector Overview - Traditional retail ETFs, such as SPDR S&P Retail ETF (XRT) and VanEck Vectors Retail ETF (RTH), have seen gains of approximately 12.7% and 5.9% respectively over the past three months [2] - Retail sales in July rose less than expected, indicating potential strain on household budgets, despite some companies reporting resilient consumer spending [3] - Earnings growth for the retail sector is projected at 12.6% with a revenue growth of 5.6% [5] Company-Specific Insights Walmart - Walmart has an Earnings ESP of +1.26% and a Zacks Rank of 2, with a positive earnings estimate revision of $0.01 for Q2 fiscal 2026 [7] - As the largest retailer, Walmart's earnings are seen as a key indicator of consumer health, particularly in groceries and essentials [8] Home Depot - Home Depot has an Earnings ESP of +0.35% and a Zacks Rank of 3, with no earnings estimate revision in the past 30 days [9] - The company has experienced a softening demand for big-ticket home improvement projects due to housing affordability issues [11] Lowe's - Lowe's has an Earnings ESP of -0.56% and a Zacks Rank of 3, with a negative earnings estimate revision of $0.01 [10] - The company has delivered an average earnings surprise of 3.22% over the last four quarters [10] Target - Target has an Earnings ESP of -3.05% and a Zacks Rank of 3, with a negative earnings estimate revision of a couple of cents [12] - The company is balancing discretionary categories against stable grocery demand, with a focus on cost management and promotional strategies [13] ETF Insights SPDR S&P Retail ETF (XRT) - SPDR S&P Retail ETF tracks the S&P Retail Select Industry Index and holds 76 diversified stocks, with no single stock exceeding a 2% share [14] - The ETF has an asset under management (AUM) of $429.2 million and an average trading volume of 6.1 million shares [15] VanEck Vectors Retail ETF (RTH) - VanEck Vectors Retail ETF tracks the MVIS US Listed Retail 25 Index, focusing on the largest retail firms [16] - The ETF has an AUM of $255.5 million and trades an average of 4,000 shares daily [17]
Why National Bank of Canada (NTIOF) is Poised to Beat Earnings Estimates Again
ZACKS· 2025-08-15 17:10
Core Insights - National Bank of Canada (NTIOF) has a strong history of beating earnings estimates and is well-positioned for future earnings growth [1][3] - The bank's average surprise for the last two quarters was 13.27%, indicating consistent performance above expectations [1][2] Earnings Performance - In the most recent quarter, National Bank of Canada reported earnings of $1.71 per share, missing the expected $2 per share by 16.96% [2] - For the previous quarter, the bank exceeded expectations by reporting $2.06 per share against a consensus estimate of $1.88 per share, resulting in a surprise of 9.57% [2] Earnings Estimates - There has been a favorable change in earnings estimates for National Bank of Canada, with a positive Earnings ESP of +9.84%, suggesting analysts are optimistic about the company's earnings prospects [3][6] - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) indicates a strong likelihood of another earnings beat in the upcoming report [6] Predictive Metrics - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [4] - The Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [5]
Analysts Estimate VNET Group (VNET) to Report a Decline in Earnings: What to Look Out for
ZACKS· 2025-08-14 15:00
Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for VNET Group despite higher revenues, with a focus on how actual results will compare to estimates impacting stock price [1][2]. Earnings Expectations - VNET Group is expected to report earnings of $0.02 per share, reflecting a 66.7% decrease year-over-year, while revenues are projected to be $321.33 million, an increase of 17.1% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst assessments [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that the Most Accurate Estimate matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [12]. Historical Performance - In the last reported quarter, VNET Group was expected to post a loss of $0.01 per share but instead reported a loss of $0.12, resulting in a surprise of -1,100.00% [13]. Over the last four quarters, the company has beaten consensus EPS estimates twice [14]. Investment Considerations - VNET Group does not appear to be a strong candidate for an earnings beat, and investors should consider other factors when making investment decisions ahead of the earnings release [17].
Dillard's to Report Q2 Earnings: Essential Insights Ahead of the Report
ZACKS· 2025-08-13 18:22
Core Insights - Dillard's, Inc. is expected to report a year-over-year revenue increase of 1.4% for the second quarter of fiscal 2025, with estimated revenues of $1.51 billion, while earnings per share are projected to decline by 17.4% to $3.79 [1][6] Group 1: Financial Performance - The consensus estimate for Dillard's second-quarter revenues indicates a rise from the previous year, while earnings are expected to show a significant decline [1] - In the last reported quarter, Dillard's achieved an earnings surprise of 14.2%, with an average earnings surprise of 12.7% over the trailing four quarters [2] - The company is predicted to experience a 26.2% year-over-year decline in operating profit, with a contraction of 180 basis points in the operating margin [6] Group 2: Growth Drivers - Dillard's strategic efforts, including inventory management, store and e-commerce expansion, and trendy merchandise, are expected to drive its second-quarter results [3][4] - The company is focusing on enhancing brand relationships, remodeling stores, and optimizing its activewear segment, which is anticipated to widen its customer base and boost overall sales [5][9] - Comparable-store sales are projected to rise by 1.3% year over year, while retail sales are expected to grow by 1.1% for the fiscal second quarter [5] Group 3: Market Position and Valuation - Dillard's is trading at a premium compared to industry and historical benchmarks, with a forward 12-month price-to-sales ratio of 1.15X, significantly higher than the industry average of 0.34X [8] - The company's stock has gained 23.6% over the past three months, outperforming the industry growth of 16.8% [10]
2 Business Services Firms Poised to Beat Estimates This Earnings Season
ZACKS· 2025-08-13 17:30
Industry Overview - The U.S. service sector exhibited strong momentum in Q1 2025, driven by economic stability and growth in non-manufacturing activities, with key growth factors including the AI revolution, demand for cost efficiency, and regulatory compliance [1][2] - Multiple service industries such as transportation, warehousing, retail, finance, and healthcare showed resilience and healthy activity, highlighting the sector's role in economic stability and growth [2] Economic Performance - The U.S. GDP grew by 3% in Q2 2025, a significant recovery from a 0.5% decline in Q1, with non-manufacturing activities remaining robust as indicated by a Services PMI of 50.8% in July, signaling expansion [4] - Essential services like waste management saw steady demand, while risk mitigation and consulting services gained importance due to evolving regulations, leading to increased demand for specialized service providers [5] Earnings Outlook - PagSeguro Digital (PAGS) is expected to report Q2 2025 revenues of $898.6 million, reflecting a year-over-year growth of 2.8%, with earnings estimated at 31 cents per share, indicating a 3.2% decline year-over-year [9] - Bit Digital (BTBT) is projected to report Q2 2025 revenues of $25.4 million, showing a year-over-year decline of 12.4%, with an estimated loss of 3 cents per share, representing a 200% widening year-over-year [11] Stock Performance Indicators - PAGS has an Earnings ESP of +8.20% and a Zacks Rank of 2, scheduled to announce results on August 14 [10] - BTBT has an Earnings ESP of +20.00% and a Zacks Rank of 3, also set to report on August 14 [12]
Lowe's (LOW) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2025-08-13 15:01
Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Lowe's, with a focus on how actual results compare to estimates impacting stock price [1][2]. Company Summary - Lowe's is expected to report quarterly earnings of $4.24 per share, reflecting a year-over-year increase of +3.4% [3]. - Revenue is projected to be $24.01 billion, which is an increase of 1.8% from the same quarter last year [3]. - The consensus EPS estimate has been revised down by 1.36% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Lowe's is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.56%, suggesting a bearish outlook from analysts [12]. - Despite the negative Earnings ESP, Lowe's holds a Zacks Rank of 3, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Lowe's exceeded the expected earnings of $2.88 per share by delivering $2.92, resulting in a surprise of +1.39% [13]. - Over the past four quarters, Lowe's has consistently beaten consensus EPS estimates [14]. Industry Comparison - In the Zacks Retail - Home Furnishings industry, Home Depot is expected to report earnings of $4.71 per share, with a year-over-year change of +0.9% and revenues of $45.51 billion, up 5.4% from the previous year [18]. - Home Depot's consensus EPS estimate has been revised down by 0.1% over the last 30 days, but it has a positive Earnings ESP of +0.34%, indicating a higher likelihood of beating the consensus EPS estimate [19].