Group 1 - Verint Systems reported revenue of $208.1 million for the quarter ended April 2025, a decrease of 6% year-over-year, with EPS at $0.29 compared to $0.59 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $195.02 million by 6.71%, while the EPS fell short of the consensus estimate of $0.30 by 3.33% [1] - Over the past month, Verint's shares returned +2.9%, underperforming the Zacks S&P 500 composite's +5.2% change [3] Group 2 - Nonrecurring perpetual revenue (non-GAAP) was reported at $17.02 million, below the average estimate of $20.53 million from three analysts [4] - Total recurring revenue reached $173.62 million, exceeding the average estimate of $155.03 million from three analysts [4] - Nonrecurring professional services revenue (non-GAAP) was $17.45 million, lower than the average estimate of $21.12 million from three analysts [4] - Support revenue (non-GAAP) was reported at $21.13 million, compared to the average estimate of $23.37 million from three analysts [4]

Core Insights - PVH reported revenue of $1.98 billion for the quarter ended April 2025, reflecting a 1.6% increase year-over-year and surpassing the Zacks Consensus Estimate of $1.94 billion by 2.49% [1] - The company's EPS was $2.30, down from $2.45 in the same quarter last year, but exceeded the consensus estimate of $2.24 by 2.68% [1] Revenue Breakdown - Tommy Hilfiger generated revenue of $1.05 billion, exceeding the average estimate of $1.02 billion by analysts, marking a year-over-year increase of 3.4% [4] - Total revenue for Calvin Klein was $886.10 million, slightly above the estimated $876.14 million, but showed a minor decline of 0.1% compared to the previous year [4] - Heritage Brands reported revenue of $49.40 million, surpassing the average estimate of $43.23 million, although this represented a year-over-year decrease of 4.6% [4] Stock Performance - PVH shares have returned 16.5% over the past month, outperforming the Zacks S&P 500 composite, which increased by 5.2% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - HealthEquity, Inc. reported better-than-expected first-quarter results with earnings of 97 cents per share, surpassing the consensus estimate of 88 cents [1] - Quarterly revenue reached $330.8 million, exceeding the Street estimate of $321.17 million [1] Financial Performance - The company achieved record quarterly revenue and record Adjusted EBITDA in the first quarter of fiscal 2026 [2] - HealthEquity raised its fiscal 2026 adjusted EPS guidance to a new range of $3.61 to $3.78, compared to the previous range of $3.57 to $3.74 and the analyst estimate of $3.63 [2] - The revenue outlook for fiscal 2026 remains between $1.28 billion and $1.3 billion, aligning with the $1.3 billion estimate [2] Stock Market Reaction - Following the earnings announcement, HealthEquity shares increased by 9.8% to $113.94 [3] - Analysts adjusted their price targets for HealthEquity after the earnings report [3] Analyst Ratings and Price Targets - JMP Securities analyst maintained a Market Outperform rating and raised the price target from $110 to $117 [5] - B of A Securities analyst maintained a Buy rating and increased the price target from $110 to $125 [5] - RBC Capital analyst maintained an Outperform rating and raised the price target from $112 to $117 [5] - Goldman Sachs analyst maintained a Neutral rating and increased the price target from $94 to $104 [5]

近日，拼多多、京东、阿里三大巨头最新业绩出炉，有人增速放缓，有人利润下滑，还有人 不惜砸钱抢市场。这背后，是电商行业从"跑马圈地"到"精耕细作"的战略大转向。 本期《财经早察》就来聊聊最近的电商财报季，看看谁在牺牲短期利润换长期生存，谁又在 悄悄布局下一个万亿市场？ 21君荐读 出品：财经早察工作室 总统筹：邓红辉 执行统筹：陈晨星 祝乃娟 编辑：洪晓文 曾婷芳 设计：王冰 万达再卖广场：悬崖上的求生 整治平台乱收费：商家减负，平台增效 跨境急单潮涌：美国买家不再讨价还价，中国工厂昼夜赶工 SFC 本期编辑 刘雪莹 ...

Core Insights - Red Robin Gourmet Burgers, Inc. (RRGB) reported first-quarter fiscal 2025 results with earnings and revenues exceeding the Zacks Consensus Estimate, showing year-over-year growth in both metrics [1][5]. Financial Performance - Adjusted earnings per share (EPS) for the first quarter were 19 cents, surpassing the Zacks Consensus Estimate of a loss of 57 cents, compared to an adjusted loss of 73 cents in the same quarter last year [5]. - Quarterly revenues reached $392.4 million, exceeding the consensus mark of $387 million, reflecting a 1% increase year-over-year [5]. - Comparable restaurant revenues increased by 3.1% year-over-year, a significant improvement from the 6.5% decline reported in the prior-year quarter [5]. Operational Metrics - The restaurant-level operating profit margin was 14.3%, up from 11% in the prior-year quarter, exceeding the projected margin of 12.7% [6]. - Restaurant labor costs decreased to $143.1 million from $149 million in the prior-year quarter, while other operating costs slightly increased to $67.5 million from $66.5 million [6][7]. - Adjusted EBITDA for the quarter was $27.9 million, compared to $13.4 million in the prior-year quarter, surpassing the estimate of $23.2 million [7]. Financial Position - As of April 20, 2025, cash and cash equivalents were $24.2 million, down from $30.7 million as of December 29, 2024. Long-term debt decreased to $164.8 million from $181.6 million during the same period [8]. Future Guidance - For the second quarter of fiscal 2025, the company anticipates a decline of about 3% in comparable restaurant sales, influenced by a 240 basis point headwind from the non-recurrence of a 2024 benefit related to the loyalty program [9]. - Total revenues for fiscal year 2025 are now expected to range between $1.21 billion and $1.23 billion, slightly lower than the initial projection [10]. - Adjusted EBITDA for fiscal 2025 is anticipated to be between $60 million and $65 million, with capital expenditures estimated at approximately $30 million [10].

For the quarter ended April 2025, Gap (GAP) reported revenue of $3.46 billion, up 2.2% over the same period last year. EPS came in at $0.51, compared to $0.41 in the year-ago quarter.The reported revenue represents a surprise of +1.33% over the Zacks Consensus Estimate of $3.42 billion. With the consensus EPS estimate being $0.44, the EPS surprise was +15.91%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations t ...

Group 1 - Nvidia's stock rose by 3.2% following a quarterly earnings report that exceeded market expectations, marking a year-to-date increase of 3.6% [2] - Boeing's stock increased by 3.3% as the CEO announced plans to raise the monthly production of the 737 MAX jets to 42 units in the coming months, with a further increase planned for early 2026 [4] - Best Buy's stock fell by 7.3% after the company lowered its full-year same-store sales and profit forecasts, citing concerns that tariff factors would suppress consumer willingness to purchase high-priced items [4] Group 2 - The Nasdaq China Golden Dragon Index rose by 1.44%, with notable gains in popular Chinese stocks such as JD.com (up over 4%), Xpeng Motors (up nearly 4%), and Li Auto (up over 2%) [3] - The S&P 500 index has seen a cumulative increase of 5.7% in May, while the Dow Jones and Nasdaq indices rose by 3.5% and 9.5%, respectively, driven by strong corporate earnings and easing trade tensions [3]

HP Inc. (HPQ) shares fell 7.8% during Wednesday’s after-market hours after the personal computer (PC) maker reported lower-than-expected bottom-line results for second-quarter fiscal 2025 and issued a profit outlook for the fiscal third quarter that fell short of the Zacks Consensus Estimate.HP reported second-quarter non-GAAP earnings of 71 cents per share, missing the consensus estimate by 11.3%. The bottom line declined 13% from the year-ago quarter’s earnings of 82 cents.HP’s earnings missed the Zacks C ...

For the quarter ended March 2025, Triumph Group (TGI) reported revenue of $377.9 million, up 5.4% over the same period last year. EPS came in at $0.48, compared to $0.31 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $324.88 million, representing a surprise of +16.32%. The company delivered an EPS surprise of +54.84%, with the consensus EPS estimate being $0.31.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ho ...

Core Insights - Kohl's reported revenue of $3.23 billion for the quarter ended April 2025, a year-over-year decline of 4.4% [1] - The EPS for the same period was -$0.13, an improvement from -$0.24 a year ago, with a surprise of +40.91% compared to the consensus estimate of -$0.22 [1] Financial Performance - The reported revenue exceeded the Zacks Consensus Estimate of $3.2 billion, resulting in a surprise of +0.88% [1] - Comparable store sales showed a year-over-year decline of -3.9%, contrasting with the average estimate of 0% based on five analysts [4] - Net sales were reported at $3.05 billion, surpassing the average estimate of $2.99 billion, but still reflecting a year-over-year change of -4.1% [4] - Other revenue was reported at $184 million, slightly above the average estimate of $179.90 million, representing a year-over-year decline of -9.8% [4] Market Performance - Kohl's shares have returned +20.9% over the past month, outperforming the Zacks S&P 500 composite's +6.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]