Core Viewpoint - Carvana is expected to report first-quarter 2025 results with earnings estimated at 75 cents per share and revenues at $4.04 billion, reflecting a year-over-year revenue increase of 32% [1][2]. Financial Performance - The earnings estimate for Q1 2025 has increased by 2 cents over the past week, compared to a loss of 41 cents per share in the same quarter last year [2]. - The Zacks Consensus Estimate for 2025 revenues is projected at $17.20 billion, indicating a 25.8% year-over-year rise, while the EPS estimate is $3.67, suggesting a significant increase of 130.8% [4]. Sales and Growth - Carvana's used vehicle retail sales have returned to growth in Q1 2024, selling over 100,000 vehicles in each of the last three quarters of 2024, with a 50% year-over-year surge in retail units sold in Q4 2024 [6]. - The company anticipates a 32.6% year-over-year increase in retail units sold for Q1 2025, reaching approximately 121,868 vehicles [6]. Operational Efficiency - Carvana's adjusted EBITDA is estimated to rise by 85% year-over-year to $434.5 million for Q1 2025, driven by improved operational efficiency and cost-cutting measures [7]. - The company has streamlined operations through various initiatives, resulting in significant reductions in SG&A expenses [7]. Market Position and Valuation - Year-to-date, Carvana's shares have increased by 26%, outperforming competitors like CarMax and Sonic Automotive [8]. - Carvana trades at a forward 12-month P/S ratio of 2.97, significantly higher than CarMax (0.37) and Sonic Automotive (0.15), reflecting stronger growth expectations [11]. Strategic Initiatives - Carvana's turnaround strategy is yielding positive results, with a focus on achieving positive adjusted EBITDA and improved profitability per vehicle [14]. - The acquisition of ADESA's U.S. operations has strengthened Carvana's logistics and vehicle processing capabilities, positioning it for growth in a fragmented market [15]. Future Outlook - Despite economic challenges, Carvana's enhanced efficiency and strong fundamentals suggest a promising growth trajectory, with expectations of an earnings beat in the upcoming quarter [16].

Core Viewpoint - Hanesbrands Inc. (HBI) is expected to report a significant decline in revenues for the first quarter of 2025, with a consensus estimate of $765.8 million, reflecting a decrease of 33.8% compared to the same quarter last year [1] Revenue and Earnings Estimates - The consensus estimate for first-quarter earnings remains unchanged at 3 cents per share, a notable improvement from a loss of 2 cents per share in the prior year [2] - For the first quarter of 2025, Hanesbrands projects net sales from continuing operations of $750 million, which includes a $15 million impact from foreign currency exchange rates, indicating about a 1% increase year-over-year on a reported basis [3] - The company anticipates a loss per share from continuing operations of 5 cents, while adjusted earnings per share are estimated at 2 cents [6] Operational Performance - Hanesbrands continues to implement a consumer-centric strategy that has enhanced its overall performance, gaining market share through targeted product innovation and expanding its retail footprint [2] - The company is focused on maintaining healthy profit margins and generating strong cash flow through strategic brand-building, data-driven insights, inventory optimization, and disciplined SKU management [4] Profitability Outlook - For the first quarter of 2025, Hanesbrands projects an operating profit from continuing operations of approximately $55 million, with adjusted operating profit expected to reach $65 million, factoring in an estimated $1 million impact from unfavorable foreign currency exchange rates [5]

Core Viewpoint - The Mosaic Company is expected to report its first-quarter 2025 results on May 6, with anticipated impacts from weak fertilizer prices but potential gains from healthy demand and cost-management actions [1]. Group 1: Earnings Performance - Mosaic has experienced a negative earnings surprise of approximately 17.2% on average over the last four quarters, with a 15.1% negative surprise in the most recent quarter [1]. - The Earnings ESP for Mosaic is +15.82%, with the Zacks Consensus Estimate for the first quarter set at 39 cents [4]. Group 2: Revenue Estimates - The Zacks Consensus Estimate for Mosaic's first-quarter consolidated sales is $2,665.9 million, indicating a decline of 0.5% compared to the same quarter last year [5]. Group 3: Market Conditions - Favorable demand for phosphate and potash is expected to benefit Mosaic, driven by strong agricultural conditions and favorable farmer economics globally [8]. - The demand for grains and oilseeds remains high, supporting the overall fertilizer market [8]. Group 4: Cost Management - Mosaic is implementing cost-reduction strategies aimed at achieving $150 million in run-rate cost reductions by the end of 2025 [9]. - The company is focused on improving its operating cost structure amid a challenging environment [9]. Group 5: Price Trends - Softer fertilizer prices have negatively impacted Mosaic's sales and margins, with phosphate and potash prices declining since mid-2022 [10]. - The average selling price per ton for the Potash segment is estimated at $209, reflecting a year-over-year decline of 29.6%, while the Phosphate unit's average selling price is expected to be $609, indicating a 10% decline from the prior year [11].

Group 1 - The Q1 earnings season is performing well, with 72% of S&P 500 companies that have reported beating estimates [1] - The blended year-over-year earnings advance is currently at 12.8%, which is five percentage points above the previous level [1]

Assurant, Inc. (AIZ) is expected to register an improvement in its top line but a decline in its bottom line when it reports first-quarter 2025 results on May 6, after the closing bell.The Zacks Consensus Estimate for AIZ’s first-quarter revenues is pegged at $3.05 billion, indicating 5.6% growth from the year-ago reported figure.The consensus estimate for earnings is pegged at $3.00 per share. The Zacks Consensus Estimate for AIZ’s first-quarter earnings has moved up 2.5% in the past 30 days. The estimate ...

Core Viewpoint - Coty Inc. is expected to report a decline in revenues for the third quarter of fiscal 2025, with estimates at $1.3 billion, reflecting a 5.8% decrease from the previous year [1] Revenue and Earnings Estimates - The consensus estimate for earnings has decreased by one cent to 5 cents per share, consistent with the same quarter last year [2] - Coty has experienced a trailing four-quarter negative earnings surprise averaging 65.7% [2] Business Challenges - Coty is facing significant challenges in key markets, including China, Travel Retail Asia, Australia, and Consumer Beauty in the U.S., with expectations of continued pressure into the upcoming quarter [2] - Organic like-for-like revenues are anticipated to decline by 1.5% for the third quarter of fiscal 2025 [2] Currency and Cost Pressures - Currency headwinds are expected to impact results, with a projected foreign exchange headwind of approximately 3% to 4% in the second half of the fiscal year [3] - Increased advertising and consumer promotions (A&CP) spending has been noted, with A&CP costs remaining in the high 20s percentage-wise, which may further affect margins and profitability [4] Strategic Initiatives - Despite challenges, Coty's strategic priorities, such as expanding its prestige fragrance portfolio and enhancing digital and direct-to-consumer capabilities, are expected to support performance and margin resilience [5] Earnings Prediction - The current model does not predict an earnings beat for Coty, with a Zacks Rank of 4 (Sell) and an Earnings ESP of -41.20% [6]

TransDigm Group Incorporated (TDG) is slated to report second-quarter fiscal 2025 results on May 6, before market open.TransDigm delivered a trailing four-quarter average earnings surprise of 6.50%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)The improving growth trends in commercial air travel and strong defense sales are likely to have bolstered the quarterly performance.TDG’s Power & Control Segment to Remain RobustStrong sales from the commercial aftermarket, backed by stead ...

Celsius Holdings, Inc. (CELH) is likely to register a top and bottom-line decline when it reports first-quarter 2025 earnings on May 6.The Zacks Consensus Estimate for revenues is pegged at $341.7 million, which indicates almost a 4% decrease from the year-ago period's level.Although the consensus mark for quarterly earnings has moved up a penny in the past 30 days to 20 cents per share, the projection indicates a 25.9% decrease from the year-ago quarter’s figure. CELH has a trailing four-quarter negative e ...

Crescent Energy Company (CRGY) is set to report first-quarter 2025 results on May 5, after the closing bell.The Zacks Consensus Estimate for first-quarter earnings is pegged at 47 cents per share, implying an increase of 2.2% from the year-ago reported number. It witnessed two downward estimate movements in the past 30 days. The Zacks Consensus Estimate for first-quarter revenues is currently pegged at $937.1 million, suggesting a 42.5% uptick from the year-ago actuals. Image Source: Zacks Investment Resear ...

Core Insights - KKR & Co. Inc. reported an adjusted net income per share of $1.15 for Q1 2025, exceeding the Zacks Consensus Estimate of $1.13 and up from $0.97 in the prior-year quarter [1] - The company's total revenues reached $1.2 billion, a 21.6% increase year-over-year, driven by higher management fees and transaction fees, surpassing the Zacks Consensus Estimate of $1.19 billion [3] - Total assets under management (AUM) grew 14.8% year-over-year to $664.3 billion, with fee-paying AUM increasing 11.7% to $526 billion [4] Financial Performance - KKR's total operating earnings rose 15.6% year-over-year to $1.11 billion, supported by a 23% increase in fee-related earnings to $822.6 million [5] - The net loss attributable to the company on a GAAP basis was $185.9 million, contrasting with a net income of $682.2 million in the same quarter last year [2] - Total segment expenses increased by 18.8% to $377.5 million, reflecting the company's ongoing expansion and operational costs [3] Market Position and Outlook - KKR is expected to leverage its strong fundraising capabilities to capitalize on lucrative investment opportunities in the future [6] - The company is experiencing significant growth in fee-related and total operating earnings, although elevated expenses due to global expansion and a challenging operating environment are concerns [6] - KKR currently holds a Zacks Rank of 5 (Strong Sell), indicating market sentiment towards the stock [7]