Stern said the company entered the holiday period with these launches in place and reported 39% adjusted EBITDA growth year-over-year in Q2, along with higher margins and lower operating expenses tied to restructuring efforts.During the quarter, Peloton introduced several updates Stern characterized as strengthening the company’s “magic formula” of equipment, software, and instruction. Those initiatives included:CEO and President Peter Stern said Peloton is making progress on a multi-year strategy to evolve ...

Core Insights - Percepta celebrates 25 years of transforming customer engagement in the automotive industry, operating in 13 countries and 60 markets [1][6] - The company has launched hundreds of customer experience (CX) programs across various automotive segments, combining deep industry knowledge with a digital-first approach [3][6] - Percepta is committed to investing in technologies and talent to support the next generation of automotive experiences, including smart mobility and connected vehicles [5] Company Overview - Percepta is a joint venture between TTEC Holdings, Inc. and Ford Motor Company, specializing in customer experience solutions for the automotive and mobility sectors [6] - The company provides end-to-end CX support across multiple channels, helping both mass-market and luxury automotive brands optimize sales, service, and fleet solutions [6] - Percepta offers a comprehensive suite of services, including customer care, technical support, and digital analytics, ensuring seamless customer interactions [4][6] Leadership Insights - Karen Gurganious, President of Percepta, emphasizes the company's insider understanding of the automotive industry and its commitment to creating meaningful relationships between brands and customers [2][3] - Ken Tuchman, Chairman and CEO of TTEC, highlights the importance of anticipating customer needs and delivering value throughout the entire customer journey [5]

Core Viewpoint - Ulta Beauty, Inc. is expected to report its first-quarter fiscal 2025 earnings on May 29, with a consensus estimate for revenues at $2.79 billion, reflecting a 2.2% increase year-over-year, while earnings per share are projected to decline by 11.1% to $5.75 [1][2]. Group 1: Earnings Predictions - The Zacks Model predicts an earnings beat for Ulta Beauty, supported by a positive Earnings ESP of +0.23% and a Zacks Rank of 3 (Hold) [3][4]. - Ulta Beauty has historically delivered a trailing four-quarter earnings surprise of nearly 9% on average [2]. Group 2: Growth Drivers - The company continues to lead the beauty retail sector by integrating mass, prestige, and luxury brands, enhanced by a strong omni-channel strategy that combines physical retail expansion with digital innovation [5]. - Investments in marketing and social platforms are increasing brand visibility, while a focus on product assortment and loyalty engagement is driving customer traffic [5]. - The skincare segment, particularly brands like Sol de Janeiro and TATCHA, is contributing to growth, positioning the company favorably for the upcoming quarter [6]. Group 3: Challenges - Ulta Beauty faces pressure from rising selling, general and administrative (SG&A) expenses, which are expected to increase by 220 basis points to 26.6% of net sales for the fiscal first quarter [7]. - Margin performance is likely to be affected by lower merchandise margins and increased supply chain expenses [7]. - The ongoing decline in the Makeup category presents a risk to the company's growth momentum [7]. Group 4: Stock Performance and Valuation - Ulta Beauty's stock has increased by 12.8% over the past three months, outperforming the Zacks Retail - Miscellaneous industry's decline of 7.1% [9]. - The stock is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 17.25, slightly above the industry average of 16.12 [9]. Group 5: Investment Outlook - Despite near-term challenges such as rising SG&A expenses and margin pressure, Ulta Beauty's long-term fundamentals remain solid, suggesting a balanced risk-reward profile for investors [10].