Group 1 - Victoria's Secret reported quarterly earnings of $0.09 per share, matching the Zacks Consensus Estimate, down from $0.12 per share a year ago [1] - The company posted revenues of $1.35 billion for the quarter ended April 2025, slightly surpassing the Zacks Consensus Estimate by 0.14%, compared to $1.36 billion in the same quarter last year [2] - Victoria's Secret has surpassed consensus EPS estimates three times over the last four quarters and topped revenue estimates four times in the same period [2] Group 2 - The stock has underperformed, losing about 46.4% since the beginning of the year, while the S&P 500 has gained 2.7% [3] - The company's earnings outlook is mixed, with a current Zacks Rank of 3 (Hold), indicating expected performance in line with the market [6] - The current consensus EPS estimate for the upcoming quarter is $0.29 on revenues of $1.42 billion, and for the current fiscal year, it is $2.29 on revenues of $6.25 billion [7] Group 3 - The Retail - Apparel and Shoes industry is currently in the bottom 35% of over 250 Zacks industries, which may impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that tracking these revisions can be beneficial for investors [5]

Core Insights - Designer Brands (DBI) reported a quarterly loss of $0.26 per share, significantly missing the Zacks Consensus Estimate of $0.01, marking an earnings surprise of -2,700% [1] - The company generated revenues of $686.91 million for the quarter ended April 2025, falling short of the Zacks Consensus Estimate by 6.67% and down from $746.6 million year-over-year [2] - Designer Brands has underperformed the market, with shares down approximately 30.2% year-to-date compared to the S&P 500's gain of 2.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.36 on revenues of $796.9 million, while for the current fiscal year, the estimate is $0.40 on revenues of $3.07 billion [7] - The estimate revisions trend for Designer Brands is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Retail - Apparel and Shoes industry, to which Designer Brands belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Designer Brands' stock performance [5]

Group 1: Earnings Performance - Graham reported quarterly earnings of $0.43 per share, exceeding the Zacks Consensus Estimate of $0.26 per share, and up from $0.12 per share a year ago, representing an earnings surprise of 65.39% [1] - The company has surpassed consensus EPS estimates in all four of the last quarters [2] - Revenue for the quarter ended March 2025 was $59.35 million, surpassing the Zacks Consensus Estimate by 5.97%, compared to $49.07 million in the same quarter last year [2] Group 2: Stock Performance and Outlook - Graham shares have declined approximately 5.6% since the beginning of the year, while the S&P 500 has gained 2% [3] - The company's earnings outlook is mixed, with a current Zacks Rank of 3 (Hold), indicating expected performance in line with the market in the near future [6] - Current consensus EPS estimate for the upcoming quarter is $0.25 on revenues of $54 million, and for the current fiscal year, it is $1.18 on revenues of $226 million [7] Group 3: Industry Context - The Manufacturing - General Industrial industry, to which Graham belongs, is currently in the bottom 44% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Company Overview - Scotts Miracle-Gro (SMG) shares increased by 10.9% to close at $65.01, with notable trading volume exceeding typical levels [1] - The stock has gained 8.9% over the past four weeks, reflecting positive market sentiment [1] Performance and Guidance - The share price rally was driven by the company's reaffirmation of its fiscal 2025 guidance and strong performance during the peak lawn and garden season [2] - Robust consumer demand and strong point-of-sale (POS) trends have reinforced investor confidence in the company's growth trajectory [2] Earnings Expectations - Scotts is expected to report quarterly earnings of $2.17 per share, representing a year-over-year decline of 6.1% [3] - Revenue is anticipated to be $1.23 billion, reflecting a 2.7% increase from the same quarter last year [3] - The consensus EPS estimate has been revised marginally higher over the last 30 days, indicating a positive trend that typically correlates with price appreciation [4] Industry Context - Scotts operates within the Zacks Agriculture - Operations industry, where another company, Archer Daniels Midland (ADM), experienced a 0.6% decline in its stock price [4] - ADM's consensus EPS estimate has decreased by 6.9% over the past month, indicating challenges within the industry [5]

Core Insights - Braze, Inc. reported quarterly earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of $0.05 per share, compared to a loss of $0.05 per share a year ago, representing a 40% earnings surprise [1] - The company achieved revenues of $162.06 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 2.12% and showing an increase from $135.46 million year-over-year [2] - Braze has consistently surpassed consensus EPS estimates over the last four quarters [2] Financial Performance - The earnings surprise of 40% this quarter follows a previous quarter where Braze delivered a 140% surprise by posting earnings of $0.12 per share against an expected $0.05 [1] - The current consensus EPS estimate for the upcoming quarter is $0.08, with projected revenues of $168.37 million, and for the current fiscal year, the EPS estimate is $0.33 on revenues of $688.81 million [7] Market Position - Despite the positive earnings report, Braze shares have underperformed the market, losing about 12.6% since the beginning of the year, while the S&P 500 has gained 1.5% [3] - The Zacks Industry Rank places the Internet - Software sector in the top 23% of over 250 Zacks industries, indicating a favorable outlook for companies within this sector [8] Future Outlook - The sustainability of Braze's stock price movement will depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current estimate revisions trend for Braze is mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6]

Company Performance - Toro reported quarterly earnings of $1.42 per share, exceeding the Zacks Consensus Estimate of $1.38 per share, and showing a slight increase from $1.40 per share a year ago, representing an earnings surprise of 2.90% [1] - The company posted revenues of $1.32 billion for the quarter ended April 2025, which was below the Zacks Consensus Estimate by 1.94%, and a decrease from $1.35 billion in the same quarter last year [2] - Over the last four quarters, Toro has surpassed consensus EPS estimates two times but has not beaten revenue estimates during this period [2] Stock Outlook - Toro shares have declined approximately 5.6% since the beginning of the year, contrasting with the S&P 500's gain of 1.5% [3] - The company's earnings outlook is mixed, with the current consensus EPS estimate for the upcoming quarter at $1.23 on revenues of $1.15 billion, and for the current fiscal year at $4.30 on revenues of $4.62 billion [7] - The Zacks Rank for Toro is currently 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Industry Context - The Tools - Handheld industry, to which Toro belongs, is currently ranked in the bottom 10% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Toro's stock performance [5]

Group 1: Earnings Performance - Ciena reported quarterly earnings of $0.42 per share, missing the Zacks Consensus Estimate of $0.52 per share, but showing an increase from $0.27 per share a year ago, representing an earnings surprise of -19.23% [1] - The company posted revenues of $1.13 billion for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 2.78%, compared to year-ago revenues of $910.83 million [2] - Over the last four quarters, Ciena has surpassed consensus EPS estimates two times and topped consensus revenue estimates four times [2] Group 2: Stock Performance and Outlook - Ciena shares have lost about 1.1% since the beginning of the year, while the S&P 500 has gained 1.5% [3] - The company's earnings outlook, including current consensus earnings expectations for upcoming quarters, will be crucial for stock performance [4] - The current consensus EPS estimate for the coming quarter is $0.60 on $1.11 billion in revenues, and $2.50 on $4.44 billion in revenues for the current fiscal year [7] Group 3: Industry Context - The Communication - Components industry, to which Ciena belongs, is currently in the bottom 43% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor decisions [5]

分组1 - ChargePoint Holdings, Inc. reported a quarterly loss of $0.06 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.05, but an improvement from a loss of $0.11 per share a year ago [1][2] - The company posted revenues of $97.64 million for the quarter ended April 2025, missing the Zacks Consensus Estimate by 2.78% and down from $107.04 million year-over-year [2] - ChargePoint has surpassed consensus EPS estimates only once in the last four quarters, indicating challenges in meeting market expectations [2][6] 分组2 - The stock has underperformed, losing about 27.9% since the beginning of the year, while the S&P 500 has gained 1.5% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.04 on revenues of $107.1 million, and for the current fiscal year, it is -$0.16 on revenues of $451.05 million [7] - The Automotive - Original Equipment industry, to which ChargePoint belongs, is currently ranked in the bottom 46% of over 250 Zacks industries, which may negatively impact stock performance [8]

Company Performance - Genesco reported a quarterly loss of $2.05 per share, slightly better than the Zacks Consensus Estimate of a loss of $2.09, and an improvement from a loss of $2.10 per share a year ago, indicating an earnings surprise of 1.91% [1] - The company posted revenues of $473.97 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 2.33% and showing an increase from year-ago revenues of $457.6 million [2] - Over the last four quarters, Genesco has exceeded consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] Stock Outlook - Genesco shares have declined approximately 47.7% since the beginning of the year, contrasting with the S&P 500's gain of 1.5% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.81 on revenues of $531.05 million, while for the current fiscal year, the estimate is $1.47 on revenues of $2.34 billion [7] Industry Context - The Retail - Apparel and Shoes industry, to which Genesco belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Genesco's stock performance [5]

Group 1: Earnings Performance - CrowdStrike Holdings reported quarterly earnings of $0.73 per share, exceeding the Zacks Consensus Estimate of $0.66 per share, but down from $0.93 per share a year ago, representing an earnings surprise of 10.61% [1] - The company posted revenues of $1.1 billion for the quarter ended April 2025, slightly missing the Zacks Consensus Estimate by 0.10%, compared to revenues of $921.04 million a year ago [2] - Over the last four quarters, CrowdStrike has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - CrowdStrike shares have increased approximately 40% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $0.80 on revenues of $1.16 billion, and for the current fiscal year, it is $3.44 on revenues of $4.78 billion [7] Group 3: Industry Context - The Zacks Security industry is currently ranked in the top 7% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% of ranked industries [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]