Core Viewpoint - Celanese shares have increased by approximately 9.6% since the last earnings report, outperforming the S&P 500, but recent estimates have trended downward, raising questions about future performance [1][2]. Earnings Report Summary - The most recent earnings report for Celanese indicated a downward trend in estimates over the past month, suggesting potential challenges ahead [2][4]. VGM Scores - Celanese currently holds a subpar Growth Score of D and a Momentum Score of F, while achieving a Value Score of B, placing it in the second quintile for this investment strategy. The aggregate VGM Score for the stock is D [3]. Outlook - The overall trend of downward estimate revisions for Celanese indicates a potential for an in-line return in the coming months, with a Zacks Rank of 3 (Hold) [4]. Industry Performance - Celanese is part of the Zacks Chemical - Specialty industry, where Element Solutions (ESI) has seen a 3.3% increase in shares over the past month. Element Solutions reported revenues of $593.7 million for the last quarter, reflecting a year-over-year growth of 3.3% [5][6].

It has been about a month since the last earnings report for Hims & Hers Health, Inc. (HIMS) . Shares have added about 10.6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Hims & Hers Health due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been M ...

Core Insights - Guess?, Inc. (GES) is expected to report revenue growth of 6.6% year-over-year, with estimated revenues of $631 million for the first quarter of fiscal 2026 [1] - However, the company is projected to experience a decline in bottom-line performance, with a consensus estimate of a loss of 70 cents per share, worsening from a loss of 27 cents in the same quarter last year [2] Industry and Company Challenges - The consumer environment is increasingly complex, influenced by economic pressures and changing purchasing behaviors, leading to heightened price sensitivity among customers [3] - Macroeconomic factors such as persistent inflation are causing consumers to prioritize value-driven purchases, impacting GES's premium pricing strategy and performance in key markets like North America and Asia [3] - Elevated freight costs, particularly in European operations, are increasing operating expenses, alongside rising selling, general & administrative (SG&A) expenses due to higher marketing investments and infrastructure spending [4] Financial Projections - On an adjusted basis, GES expects to report a loss of 74-65 cents per share, while on a GAAP basis, the anticipated loss is between 75-66 cents per share for the fiscal first quarter [5] - The company is also facing a projected net currency headwind for fiscal 2026, with the most significant impact expected in the first quarter [5] Strategic Positioning - Despite challenges, GES is strategically positioned with an expanding product portfolio, growing direct-to-consumer channels, and effective cost management [6] - The company anticipates revenue growth of 5.8-7.5% for the first quarter, driven by positive results from wholesale operations, particularly in Europe and the Americas [6] Earnings Outlook - The current model does not predict an earnings beat for GES, as it holds a Zacks Rank of 5 (Strong Sell) and an Earnings ESP of 0.00% [7]

Core Viewpoint - Advanced Energy Industries (AEIS) has seen a 7.3% increase in share price over the past month, outperforming the S&P 500, raising questions about the sustainability of this trend leading up to the next earnings release [1]. Estimates Movement - Estimates for Advanced Energy have trended upward in the past month, with a consensus estimate shift of 14.86% due to these changes [2]. VGM Scores - Advanced Energy holds a Growth Score of B and a Momentum Score of A, while its Value Score is graded D, placing it in the bottom 40% for this investment strategy. The overall aggregate VGM Score is B, which is relevant for investors not focused on a single strategy [3]. Outlook - The upward trend in estimates and the magnitude of revisions appear promising. Advanced Energy has a Zacks Rank of 3 (Hold), indicating an expectation of in-line returns in the coming months [4].

Core Viewpoint - Ecolab's shares have increased by approximately 4.5% since the last earnings report, but this performance is below that of the S&P 500, raising questions about the sustainability of this trend leading up to the next earnings release [1] Group 1: Earnings and Estimates - Recent estimates for Ecolab have trended downward over the past month [2] - The stock has a Zacks Rank of 3 (Hold), indicating expectations for an in-line return in the coming months [4] Group 2: VGM Scores - Ecolab currently holds a Growth Score of B, but has a low Momentum Score of D and a Value Score of F, placing it in the fifth quintile for value investment strategy [3] - The overall aggregate VGM Score for Ecolab is D, which is relevant for investors not focused on a single strategy [3] Group 3: Industry Performance - Ecolab is part of the Zacks Chemical - Specialty industry, where Element Solutions has seen a gain of 5.1% over the past month [5] - Element Solutions reported revenues of $593.7 million for the last quarter, reflecting a year-over-year increase of 3.3% [5] - For the current quarter, Element Solutions is expected to report earnings of $0.33 per share, which represents an 8.3% decrease from the same quarter last year [6]

Core Viewpoint - Labcorp's shares have increased by approximately 2.5% since the last earnings report, which is underperforming compared to the S&P 500 [1] Group 1: Earnings and Estimates - Recent estimates for Labcorp have trended downward over the past month [2] - The magnitude of estimate revisions for Labcorp has been net zero, indicating stability in expectations [4] Group 2: VGM Scores and Rankings - Labcorp has a subpar Growth Score of D and a similar score for momentum, but a B grade for value, placing it in the top 40% for this investment strategy [3] - The overall VGM Score for Labcorp is C, which is relevant for investors not focused on a single strategy [3] - Labcorp holds a Zacks Rank of 3 (Hold), suggesting an expectation of an in-line return in the coming months [4] Group 3: Industry Performance - Labcorp is part of the Zacks Medical - Dental Supplies industry, where West Pharmaceutical Services has seen a slight gain of 0.1% over the past month [5] - West Pharmaceutical reported revenues of $698 million for the last quarter, reflecting a year-over-year increase of 0.4% [5] - The expected earnings for West Pharmaceutical for the current quarter is $1.51 per share, indicating a year-over-year decline of 0.7% [6]

Company Overview - Snap's shares have increased by approximately 4.8% over the past month, underperforming the S&P 500 index [1] - Recent earnings report indicates a need to analyze catalysts affecting Snap's performance [1] Earnings Estimates - Fresh estimates for Snap have trended downward, with the consensus estimate shifting by -34.58% [2] VGM Scores - Snap has a Growth Score of A, but a Momentum Score of F, and a Value Score of F, placing it in the lowest quintile for value investment strategy [3] - The overall aggregate VGM Score for Snap is C, which is relevant for investors not focused on a single strategy [3] Outlook - The downward trend in estimates suggests a negative outlook for Snap, with a Zacks Rank of 3 (Hold), indicating an expectation of in-line returns in the coming months [4] Industry Comparison - Snap is part of the Zacks Internet - Software industry, where F5 Networks has seen a 7% increase in the past month [5] - F5 reported revenues of $731.12 million for the last quarter, reflecting a year-over-year growth of +7.3% and an EPS of $3.42 compared to $2.91 a year ago [5] - F5 is projected to post earnings of $3.49 per share for the current quarter, with a year-over-year change of +3.9% and a Zacks Consensus Estimate change of -0.8% over the last 30 days [6] - F5 holds a Zacks Rank of 2 (Buy) based on the direction and magnitude of estimate revisions, along with a VGM Score of C [6]

Core Viewpoint - The economic indicators for May 2025 show a slight recovery, with the BCI reading at 50.3, indicating stabilization in the economy due to a combination of financial policies and tariff reductions, although the trend still requires consolidation [1][2][18]. Economic Indicators - The BCI reading for May 2025 is 50.3, up 0.2 points from the previous value, reflecting a recovery in economic conditions since the "9·24" event [2]. - The BCI readings from October 2024 to May 2025 show fluctuations: 46.0 in September 2024, rising to 50.5 in November 2024, then dipping to 48.3 in December 2024, and reaching 54.8 in March 2025 before a slight decline to 50.1 in April 2025 [2]. Microeconomic Conditions - The microeconomic indicators show mixed results: improvements in financing environment, employment, and consumer price expectations, while declines are noted in intermediate goods price expectations, profit expectations, and investment expectations [4]. - The financing environment index improved to 49.1 in April, up from 48.0, indicating a better financing situation influenced by recent financial policies [4]. Employment Trends - Employment rebounded significantly in May, with the enterprise hiring index rising by 1.9 points, suggesting a high elasticity of employment in the external demand supply chain [9]. - The report estimates that foreign trade directly and indirectly supports around 170 million jobs, accounting for over 20% of total employment in the country [9]. Price Indicators - There is a divergence in price indicators: the consumer price expectation index is rising, while the intermediate goods price expectation index is declining, indicating pressure on industrial prices despite improvements in consumer prices [12]. - The profit expectation index continues to decline, reflecting ongoing pressure from low industrial prices, with PPI showing negative growth from January to April 2025 [14]. Investment Sentiment - The enterprise investment expectation index is declining, attributed to uncertainties in external environments and high real interest rates [15]. - Recommendations include lowering nominal interest rates and increasing government investment to stimulate corporate investment [15][16]. Conclusion - The economic situation in May shows improvement compared to April, but the trend needs further consolidation, with key factors such as US-China trade negotiations and local government project accelerations being crucial for future pricing [17][18].

Core Viewpoint - AutoZone, Inc. is expected to report its third-quarter fiscal 2025 results on May 27, with earnings per share (EPS) estimated at $36.78 and revenues at $4.4 billion, reflecting a 0.25% growth year-over-year [1][2]. Financial Performance - The Zacks Consensus Estimate for AutoZone's quarterly revenues indicates a year-over-year growth of 3.95% [2]. - In the second quarter of fiscal 2025, AutoZone's adjusted EPS was $28.29, missing the consensus estimate of $29.16 and decreasing from $28.89 in the prior year. Net sales were reported at $3.95 billion, missing the estimate of $3.99 billion but showing a 2.4% increase year-over-year [2]. Growth Prospects - AutoZone has achieved record sales for 35 consecutive years, with fiscal 2024 revenues of $18.5 billion, representing a 5.7% year-over-year increase. The company anticipates continued growth in fiscal 2025, driven by strong DIY and commercial business performance, with same-store sales growth expected to be 1.3% in the fiscal third quarter [3][5]. - The expansion of mega hubs is enhancing AutoZone's market penetration, with 111 mega hub locations established by the end of the second quarter of fiscal 2025. The company plans to open at least 19 more locations in the latter half of fiscal 2025 and around 100 international stores [4]. Earnings Expectations - The company's earnings model suggests a potential earnings beat for the upcoming quarter, supported by a positive Earnings ESP of +0.28% and a Zacks Rank of 3 (Hold) [6][7].

Core Viewpoint - Xiaopeng Motors aims to double its sales by 2025 and expects to achieve profitability in Q4 of the same year, with a positive free cash flow for the entire year [1] Group 1 - The company is confident in achieving over 100% year-on-year sales growth by 2025 [1] - The expectation for profitability in Q4 indicates a positive shift in the company's financial performance [1] - The goal of reaching positive free cash flow for the entire year suggests a focus on sustainable financial health [1]