Core Viewpoint - Jabil Inc. is expected to report strong quarterly earnings, with Wall Street anticipating an EPS of $2.95 and revenue of approximately $7.65 billion on September 25, 2025, reflecting a positive outlook based on its history of exceeding earnings estimates [1][6]. Financial Performance - Jabil's earnings are projected to show a year-over-year increase, driven by higher revenues for the quarter ending August 2025, with an average outperformance of 8.31% over the last two quarters [2]. - The company's price-to-earnings (P/E) ratio is approximately 42.65, indicating a high market valuation of its earnings [4][6]. - The price-to-sales ratio stands at about 0.84, suggesting investor willingness to pay per dollar of sales [4][6]. - Jabil's enterprise value to sales ratio is around 0.90, reflecting its total valuation relative to sales [4]. - The debt-to-equity ratio is approximately 2.59, indicating a significant level of debt relative to equity [5][6]. - The current ratio is around 0.98, suggesting Jabil's ability to cover short-term liabilities with short-term assets [5]. Market Reaction - The actual impact on Jabil's stock price will depend on the comparison of reported figures to estimates, with potential upward movement if expectations are surpassed, or a decline if they are missed [3].

Core Viewpoint - Thor Industries (THO) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended July 2025, with the consensus outlook indicating potential impacts on the stock price based on actual results compared to estimates [1][2]. Earnings Expectations - The earnings report is scheduled for release on September 24, and better-than-expected key numbers could lead to a stock price increase, while a miss may result in a decline [2]. - The consensus estimate for quarterly earnings is $1.16 per share, reflecting a year-over-year decrease of 31%, with revenues expected to be $2.31 billion, down 8.7% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 28.4% higher, indicating a reassessment by analysts of the company's earnings prospects [4]. - The Most Accurate Estimate for Thor Industries is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.43%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, with positive readings being more reliable [9][10]. - Thor Industries currently holds a Zacks Rank of 3, which complicates predictions of an earnings beat given the negative Earnings ESP [12]. Historical Performance - In the last reported quarter, Thor Industries exceeded expectations by posting earnings of $2.77 per share against an expected $1.79, resulting in a surprise of +54.75% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Conclusion - While Thor Industries does not appear to be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [17].

Core Viewpoint - Lennar Corporation is expected to report its third-quarter fiscal 2025 results, with adjusted earnings anticipated to decline significantly year-over-year due to market pressures and lower average selling prices [1][22]. Earnings Performance - In the last reported quarter, Lennar's adjusted earnings missed the Zacks Consensus Estimate by 2.1%, while revenues exceeded expectations by 1.6% [1]. - The Zacks Consensus Estimate for adjusted EPS has decreased to $2.12 from $2.14, reflecting a 45.6% decline from the previous year's $3.90 [3]. - Fiscal 2025 is projected to see a 34.8% decline in adjusted EPS alongside a 0.7% decrease in revenue compared to the previous year [4]. Revenue Expectations - Revenues for the fiscal third quarter are expected to decline year-over-year due to weak consumer confidence in home buying, with a consensus revenue estimate of $9.04 billion, down 4% from $9.42 billion a year ago [3]. - Home deliveries are projected to increase by 5.6% year-over-year, but average selling prices are expected to drop by 9.3% [7][8]. Margins and Expenses - The home sales gross margin is anticipated to decrease to approximately 18% from 22.5% reported a year ago, indicating margin compression due to increased incentives and lower average selling prices [12]. - Selling, general and administrative (SG&A) expenses are expected to rise to 8-8.2% of home sales, up from 6.7% year-over-year [13]. Orders and Backlog - New orders are forecasted to grow by 9.7% year-over-year, with expectations of 22,000 to 23,000 new orders for the fiscal third quarter [15]. - However, backlog units are projected to decline by 9.1% year-over-year, indicating potential revenue challenges ahead [15]. Stock Performance and Valuation - Lennar's stock has gained 27.9% over the past three months, underperforming its peers in the homebuilding sector [19]. - The stock is trading at a premium compared to the industry, with a forward 12-month price-to-earnings (P/E) ratio higher than its median, suggesting it may be overvalued [20][26].

Core Insights - Analysts expect General Mills (GIS) to report quarterly earnings of $0.81 per share, reflecting a year-over-year decline of 24.3% [1] - Revenue projections stand at $4.5 billion, down 7.1% from the same quarter last year [1] - The consensus EPS estimate has been adjusted downward by 0.4% over the past 30 days, indicating a reassessment by analysts [1][2] Revenue Estimates - 'Net Sales- North America Foodservice' is projected at $520.62 million, a decrease of 2.9% year-over-year [4] - 'Net Sales- International' is expected to reach $730.95 million, indicating a growth of 2% from the previous year [4] - 'Net Sales- North America Pet' is forecasted at $619.93 million, suggesting a year-over-year increase of 7.6% [4] - 'Net Sales- North America Retail' is estimated at $2.65 billion, reflecting a decline of 12% compared to last year [5] Operating Profit Estimates - 'Operating Profit- North America Retail' is expected to be $568.88 million, down from $745.70 million in the prior year [5] - 'Operating Profit- North America Foodservice' is projected at $71.73 million, slightly up from $71.50 million year-over-year [6] - 'Operating Profit- North America Pet' is estimated at $116.79 million, down from $119.40 million in the same quarter last year [6] - 'Operating Profit- International' is forecasted to reach $26.45 million, an increase from $20.90 million reported last year [7] Market Performance - Shares of General Mills have changed by +1.9% over the past month, compared to a +3.4% increase in the Zacks S&P 500 composite [7] - General Mills holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near future [7]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Research Solutions Inc. (RSSS) due to higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected on September 18, with a consensus EPS estimate of $0.04 per share, reflecting a 300% increase year-over-year. Revenues are projected at $12.39 million, a 2.1% increase from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [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%. The stock holds a Zacks Rank of 3, making it challenging to predict an earnings beat [12][13]. Historical Performance - Research Solutions has not exceeded consensus EPS estimates in the last four quarters, with the last reported quarter matching expectations at $0.03 per share, resulting in no surprise [14][15]. Market Reaction Factors - An earnings beat or miss alone may not dictate stock movement, as other factors can influence investor sentiment. Stocks may decline despite an earnings beat or rise despite a miss [16][18].

Group 1 - Analysts project Chewy (CHWY) will announce quarterly earnings of $0.33 per share, a 37.5% increase year over year [1] - Revenues are expected to reach $3.08 billion, reflecting a 7.8% increase from the same quarter last year [1] - There has been no revision in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1] Group 2 - The estimated 'Net Sales- Consumables' is projected at $2.14 billion, representing a 6.3% year-over-year change [4] - 'Net Sales- Other' is expected to reach $612.40 million, indicating a 13% increase year over year [4] - The consensus estimate for 'Net Sales- Hardgoods' stands at $328.46 million, suggesting a 9.3% year-over-year change [4] Group 3 - Analysts expect 'Active Customers' to total 20,821, up from 20,002 in the same quarter last year [5] - 'Net sales per active customer' is projected to reach $588.68, compared to $565.00 a year ago [5] - Chewy shares have returned +15% over the past month, outperforming the Zacks S&P 500 composite's +2.8% change [5]

Core Insights - Bread Financial Holdings, Inc. (BFH) is experiencing strong investor confidence, closing at $66.19, near its 52-week high of $67.33, indicating potential for further price appreciation [1] - The stock has shown solid upward momentum, trading above its 50-day and 200-day simple moving averages of $60.42 and $56.49, respectively [1] Performance Metrics - BFH shares have rallied 8.4% year-to-date, outperforming the industry's growth of 5.4% [2] - The stock has a solid track record of beating earnings estimates in three of the past four quarters, with an average surprise of 32.01% [2] Valuation - BFH shares are trading at a forward price-to-earnings ratio of 7.71X, significantly lower than the industry average of 24.8X, the Finance sector's 17.32X, and the S&P 500 Composite's 22.8X, earning a Value Score of A [3] Growth Projections - The Zacks Consensus Estimate for BFH's 2025 earnings per share indicates a year-over-year increase of 9.8%, with revenues projected at $3.88 billion, reflecting a 1.1% improvement [7] - Analysts have raised estimates for 2025 earnings by 4.3% and for 2026 by 0.2% over the past 30 days [8] Analyst Sentiment - The average price target for BFH is $70.14 per share, suggesting a potential upside of 5.9% from the last closing price [10] Financial Health - BFH's return on invested capital in the trailing 12 months was 9.7%, outperforming the industry average of 5.1%, indicating efficient fund utilization [13] - The company is focused on strengthening its balance sheet, lowering debt, and has shown impressive free cash flow conversion [17] Strategic Initiatives - BFH expects credit sales growth driven by strong consumer spending, new partnerships, and holiday demand, with strategic investments in digital innovation and marketing [6][16] - The company plans to pay down $100 million in remaining 2026 bonds this year to improve leverage [17] Shareholder Value - BFH is committed to returning value to shareholders through share repurchases and intends to focus on mergers and acquisitions [18] - The company has a favorable VGM Score of A, indicating attractive value, growth, and momentum compared to peers [19]

Core Viewpoint - The market anticipates a year-over-year decline in Lululemon's earnings despite an increase in revenues for the quarter ending July 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Lululemon is expected to report quarterly earnings of $2.84 per share, reflecting a year-over-year decrease of 9.8%, while revenues are projected to reach $2.54 billion, a 7% increase from the previous year [3]. - The consensus EPS estimate has been revised down by 0.57% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Lululemon is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.93%, which indicates a bearish outlook [12]. - The stock currently holds a Zacks Rank of 4, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Lululemon had an earnings surprise of +0.39%, reporting $2.60 per share against an expectation of $2.59 [13]. - Over the past four quarters, Lululemon has consistently beaten consensus EPS estimates [14]. Conclusion - Lululemon does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, suggesting that investors should consider additional factors before making investment decisions [17].

Core Insights - Kohl's Corporation (KSS) reported adjusted earnings per share (EPS) of 56 cents for Q2 fiscal 2025, exceeding the Zacks Consensus Estimate of 33 cents, but down from 59 cents in the same period last year [1][10] - Total revenues for the quarter were $3,546 million, a decrease of 5% from $3,732 million in the prior-year quarter, yet above the Zacks Consensus Estimate of $3,476 million [2][10] - Comparable sales fell by 4.2% year over year, better than the expected decline of 5.6% [2] Revenue and Sales Performance - Net sales decreased by 5.1% to $3,347 million, while other revenues fell by 3.9% to $199 million [2] - The company's gross margin improved by 28 basis points to 39.9%, surpassing the anticipated increase of 20 basis points [4] - Operating income rose to $279 million from $166 million in the previous year, with the operating income margin expanding by 343 basis points to 7.9% [5][10] Financial Health and Future Outlook - Kohl's ended the quarter with cash and cash equivalents of $174 million and shareholders' equity of $3,927 million [6] - The company expects capital expenditures of $400 million for fiscal 2025 and has projected a net sales decline of 5-6% for the year [6][7] - Comparable sales are anticipated to decline by 4-5%, with an expected operating margin in the range of 2.5-2.7% and full-year EPS projected between 50 cents and 80 cents [7] Market Reaction - Following the better-than-expected results, Kohl's shares increased by over 15% during trading hours, with a 60.9% gain over the past three months compared to the industry's growth of 27.8% [3]

Core Insights - Guess?, Inc. (GES) is expected to report revenue growth of 3.4% year-over-year for Q2 fiscal 2026, with revenues estimated at $757.1 million [1] - However, a decline in bottom-line performance is anticipated, with earnings per share (EPS) projected at 14 cents, down from 42 cents in the prior year [2] Group 1: Revenue Drivers - Strategic acquisitions, strong wholesale momentum in Europe, and investments in digital innovation and loyalty programs are expected to support revenue growth [3] - The company is enhancing its direct-to-consumer channels and optimizing global operations for improved efficiency [3] - Management projected revenue growth of 2.9-4.7% for Q2 fiscal 2026, with currency fluctuations contributing approximately one percentage point to this growth [4] Group 2: Challenges and Costs - The company faces challenges from a complex consumer environment marked by economic pressures and changing purchasing behaviors, leading to a focus on value over premium products [5] - Higher selling, general & administrative (SG&A) expenses due to increased marketing and infrastructure investments are pressuring margins, with adjusted operating margins expected between 2.5% and 3.3% [6] Group 3: Earnings Outlook - The current Earnings ESP for Guess? is 0.00%, indicating uncertainty regarding an earnings beat this quarter [7] - The company’s Zacks Rank is 3, suggesting a hold position, which does not favor an earnings surprise [7]