Core Insights - Dillard's Inc. reported second-quarter fiscal 2025 results with earnings per share (EPS) of $4.66, exceeding the Zacks Consensus Estimate of $3.79, and a year-over-year increase of 1.5% from $4.59 [1][9] - Net sales reached $1.514 billion, reflecting a 1.6% increase from the prior-year quarter, aligning closely with consensus estimates [2][9] - The company's stock price rose approximately 3.4% following the earnings announcement, indicating strong investor confidence [3] Financial Performance - Total retail sales, excluding CDI Contractors, increased by 1.5% year over year to $1.447 billion, with comparable store sales also rising by 1% [5][9] - The consolidated gross margin contracted by 100 basis points year over year to 36.6%, with retail gross margin at 38.1%, also down 100 basis points [6] - Selling, general and administrative expenses (SG&A) as a percentage of sales decreased to 28.7%, down 40 basis points from the prior-year quarter, with total SG&A expenses increasing by 0.1% year over year to $434.2 million [10][11] Cash Flow and Shareholder Returns - Dillard's ended the quarter with cash and cash equivalents of $1.012 billion and long-term debt of $225.6 million, alongside total shareholders' equity of $1.919 billion [12] - The company repurchased 24,500 shares for $9.8 million at an average price of $398.7 per share, with $165.2 million remaining under its current share repurchase authorization [13] Future Outlook - Dillard's forecasts capital expenditure of $120 million for fiscal 2025, an increase from $105 million in fiscal 2024 [14] - The company expects depreciation and amortization expenses of $180 million and projects interest and debt income of $7 million for fiscal 2025 [15]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for PDD Holdings Inc. despite an increase in revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $1.91 per share, reflecting a year-over-year decrease of 40.3% [3]. - Revenues are projected to reach $14.35 billion, which is a 7.5% increase compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 2.78% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][12]. - The Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -4.19% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likelihood of actual earnings deviating from consensus estimates, with positive readings being more predictive of earnings beats [7][9]. - A combination of a positive Earnings ESP and a strong Zacks Rank significantly increases the chances of an earnings surprise, with a success rate of nearly 70% [10]. Historical Performance - In the last reported quarter, PDD Holdings was expected to earn $2.49 per share but only achieved $1.56, resulting in a surprise of -37.35% [14]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [15]. Conclusion - PDD Holdings Inc. does not appear to be a strong candidate for an earnings beat based on current estimates and revisions, suggesting caution for investors ahead of the earnings release [18].

Core Viewpoint - BJ's Wholesale Club is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The earnings report is expected on August 22, with a consensus EPS estimate of $1.10, reflecting a +0.9% change year-over-year. Revenues are projected to be $5.46 billion, up 4.9% from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial projections during this period [4]. Earnings Surprise Prediction - The Most Accurate Estimate for BJ's is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +3.45%, suggesting a bullish outlook from analysts [12]. Historical Performance - In the last reported quarter, BJ's exceeded the expected earnings of $0.91 per share by delivering $1.14, achieving a surprise of +25.27%. The company has beaten consensus EPS estimates in all of the last four quarters [13][14]. Investment Considerations - While BJ's is seen as a strong candidate for an earnings beat, investors are advised to consider other factors that may influence stock performance beyond just earnings results [15][17].

Core Viewpoint - Wall Street anticipates flat earnings for SelectQuote (SLQT) compared to the previous year, with expectations of higher revenues impacting stock price movements based on actual results [1][2]. Earnings Expectations - The upcoming earnings report is expected on August 21, with a consensus estimate of a quarterly loss of $0.18 per share, unchanged from the year-ago quarter [3]. - Revenues are projected to be $333.42 million, reflecting an 8.5% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained stable over the last 30 days, indicating no significant changes in analysts' outlooks [4]. - The Most Accurate Estimate for SelectQuote is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -25.71%, suggesting a bearish sentiment among analysts [11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive reading is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank of 1, 2, or 3 [9]. - SelectQuote currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [11]. Historical Performance - In the last reported quarter, SelectQuote was expected to post earnings of $0.04 per share but delivered only $0.03, resulting in a surprise of -25.00% [12]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [13]. Conclusion - SelectQuote does not appear to be a strong candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock ahead of the earnings release [16].

Core Insights - Estee Lauder (EL) is anticipated to report a year-over-year decline in earnings and revenues for the quarter ended June 2025, with earnings expected at $0.08 per share, reflecting an 87.5% decrease, and revenues projected at $3.4 billion, down 12.2% from the previous year [1][3][18]. Earnings Estimates and Revisions - The consensus EPS estimate has been revised 3.45% higher in the last 30 days, indicating a reassessment by analysts [4][19]. - The Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +53.86%, suggesting a strong likelihood of beating the consensus EPS estimate [12][19]. Historical Performance - Estee Lauder has consistently beaten consensus EPS estimates in the last four quarters, with a notable surprise of +124.14% in the last reported quarter [13][14]. Market Expectations - The upcoming earnings report is set to be released on August 20, and the stock may experience significant movement based on whether the actual results exceed or fall short of expectations [2][19]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a favorable outlook for Estee Lauder's performance in the upcoming earnings report [12][19].

Core Viewpoint - The market anticipates Analog Devices (ADI) to report a year-over-year increase in earnings driven by higher revenues for the quarter ended July 2025, with a consensus outlook being crucial for assessing the company's earnings picture [1][3]. Earnings Expectations - The consensus EPS estimate for Analog Devices is $1.93 per share, reflecting a year-over-year increase of +22.2%, while revenues are expected to reach $2.76 billion, up 19.2% from the previous year [3]. - A positive earnings surprise could lead to a stock price increase, whereas a miss may result in a decline [2]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from covering analysts [4]. - The Most Accurate Estimate for Analog Devices is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +0.72%, suggesting a bullish sentiment among analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - Analog Devices currently holds a Zacks Rank of 2, enhancing the likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Analog Devices exceeded the expected earnings of $1.69 per share by delivering $1.85, resulting in a surprise of +9.47% [13]. - The company has successfully beaten consensus EPS estimates in all of the last four quarters [14].

Core Viewpoint - The market anticipates a year-over-year decline in Target's earnings due to lower revenues, with a focus on how actual results compare to estimates to influence stock price [1][2]. Earnings Expectations - Target is expected to report quarterly earnings of $2.04 per share, reflecting a year-over-year decrease of 20.6% [3]. - Revenue projections stand at $24.87 billion, which is a 2.3% decline from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.11% over the last 30 days, indicating a reassessment by analysts [4]. - A positive Earnings ESP of +1.81% suggests recent bullish sentiment among analysts regarding Target's earnings prospects, despite a Zacks Rank of 4 indicating a less favorable outlook [12]. Earnings Surprise History - In the last reported quarter, Target was expected to post earnings of $1.62 per share but only achieved $1.30, resulting in a surprise of -19.75% [13]. - Over the past four quarters, Target has beaten consensus EPS estimates twice [14]. Conclusion - Target does not appear to be a strong candidate for an earnings beat, and investors should consider additional factors when making decisions regarding the stock ahead of the earnings release [17].

Core Viewpoint - Viking Holdings (VIK) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with a consensus outlook suggesting a positive earnings picture for the company [1] Earnings Expectations - The upcoming earnings report is expected to reveal quarterly earnings of $0.98 per share, reflecting a year-over-year increase of 29% [3] - Revenues are projected to reach $1.83 billion, marking a 15.3% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 1.21% higher in the last 30 days, indicating a collective reassessment by analysts [4] - Viking's Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +3.40%, suggesting a bullish outlook from analysts [12] Earnings Surprise Prediction - A positive Earnings ESP reading is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 2, which Viking currently holds [10][12] - Historical performance shows that Viking has beaten consensus EPS estimates in the last four quarters, indicating a trend of positive surprises [14] Market Reaction - The stock may experience upward movement if the earnings report exceeds expectations, while a miss could lead to a decline [2] - Other factors beyond earnings results may also influence stock price movements, highlighting the importance of considering broader market conditions [15]

The market expects PagSeguro Digital Ltd. (PAGS) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if t ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Home Depot (HD) reports results for the quarter ended July 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on August 19, might help the stock move higher if these key numbers are better than expectations. ...