BJ's Wholesale Club (BJ) reported $5.35 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 4.9%. EPS of $1.16 for the same period compares to $1.18 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $5.35 billion, representing a surprise of -0.08%. The company delivered an EPS surprise of +5.45%, with the consensus EPS estimate being $1.10.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

Core Insights - European Wax Center, Inc. (EWCZ) reported a revenue of $54.19 million for the quarter ended September 2025, reflecting a decrease of 2.3% year-over-year, while EPS increased to $0.25 from $0.12 in the same quarter last year, indicating a strong performance against expectations [1] - The revenue exceeded the Zacks Consensus Estimate of $52.79 million by 2.65%, and the EPS surpassed the consensus estimate of $0.14 by 78.57% [1] Financial Performance Metrics - System-wide sales reached $238.2 million, slightly below the average estimate of $239.69 million from three analysts [4] - Same-store sales were reported at 0.2%, compared to the estimated 0.4% by analysts [4] - The ending center count was 1,053, surpassing the average estimate of 1,044 [4] - Revenue from marketing fees was $7.57 million, marginally below the estimated $7.58 million, representing a year-over-year decline of 0.4% [4] - Royalty fees revenue was $13.2 million, slightly above the average estimate of $13.15 million, but down 1.6% year-over-year [4] - Product sales revenue was $30.61 million, exceeding the estimated $29.26 million, but reflecting a 3.4% decrease year-over-year [4] - Other revenue remained consistent at $2.81 million, matching the average estimate and showing a year-over-year increase of 2.9% [4] Stock Performance - Over the past month, shares of European Wax Center have returned +3.4%, compared to a +4.6% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Madison Square Garden Entertainment (MSGE) reported revenue of $158.26 million for the quarter ended September 2025, reflecting a 14.1% increase year-over-year [1] - The earnings per share (EPS) was -$0.46, slightly worse than the -$0.40 reported in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $153.03 million by 3.42%, while the EPS surprised positively by 22.03% compared to the consensus estimate of -$0.59 [1] Revenue Breakdown - Arena license fees and other leasing revenue amounted to $4.12 million, falling short of the $4.58 million average estimate, representing an 11.7% decline year-over-year [4] - Revenue from entertainment offerings reached $131.31 million, surpassing the estimated $128.17 million [4] - Food, beverage, and merchandise revenues were reported at $22.84 million, exceeding the $22.08 million estimate and showing a significant 20.4% increase compared to the previous year [4] Stock Performance - MSG Entertainment shares have returned 4.4% over the past month, outperforming the Zacks S&P 500 composite, which saw a 1.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Murphy Oil reported a revenue of $732.99 million for the quarter ended September 2025, reflecting a decrease of 3.3% year-over-year, while EPS was $0.41 compared to $0.74 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $664.71 million by 10.27%, and the EPS surpassed the consensus estimate of $0.16 by 156.25% [1] Financial Performance - The company experienced a return of -10.9% over the past month, contrasting with the Zacks S&P 500 composite's increase of 1% [3] - Murphy Oil holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3] Production Metrics - Total net crude oil and condensate production was 100.07 thousand barrels per day, exceeding the six-analyst average estimate of 94.24 thousand barrels per day [4] - Net natural gas liquids production reached 12.98 thousand barrels per day, surpassing the six-analyst average estimate of 10.87 thousand barrels per day [4] - Total net hydrocarbons production, excluding NCI, was 200.38 KBOE/D, above the six-analyst average estimate of 195.07 KBOE/D [4] Revenue Breakdown - Revenue from exploration and production in Canada was $108 million, below the average estimate of $130.91 million, representing a year-over-year decline of 31.6% [4] - Revenue from exploration and production in the United States was $613.7 million, exceeding the average estimate of $518.38 million, with a year-over-year increase of 2.8% [4] - Total revenue from sales to customers was $720.97 million, surpassing the average estimate of $646.45 million, but reflecting a year-over-year decrease of 4.3% [4]

Core Insights - COPT Defense reported $188.8 million in revenue for Q3 2025, a slight year-over-year decline of 0.2%, with an EPS of $0.69 compared to $0.32 a year ago, indicating improved profitability despite revenue decline [1] - The reported revenue exceeded the Zacks Consensus Estimate of $188.24 million by 0.3%, and the EPS surpassed the consensus estimate of $0.68 by 1.47% [1] Revenue Breakdown - Revenue from real estate operations was $180.31 million, exceeding the two-analyst average estimate of $176.59 million, reflecting a year-over-year increase of 4.5% [4] - Revenue from construction contracts and other services was $8.49 million, significantly below the average estimate of $11.4 million, representing a year-over-year decline of 49.1% [4] Stock Performance - COPT Defense shares have returned -5.9% over the past month, contrasting with the Zacks S&P 500 composite's increase of 3.6% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - Starbucks Corp. is expected to confirm prevailing beliefs among analysts and investors when it releases its earnings report on October 29 [1] Company Summary - The upcoming earnings report is anticipated to align with the expectations of those who closely monitor Starbucks [1]

Core Insights - Descartes Systems (DSGX) reported revenue of $179.82 million for the quarter ended July 2025, marking a year-over-year increase of 10% and exceeding the Zacks Consensus Estimate by 1.46% [1] - The earnings per share (EPS) for the same period was $0.43, which is a slight increase from $0.40 a year ago, but fell short of the consensus estimate of $0.49, resulting in an EPS surprise of -12.24% [1] Revenue Breakdown - Services revenue was $166.8 million, surpassing the average estimate of $161.66 million by three analysts, reflecting a year-over-year increase of 14.1% [4] - License revenue was reported at $0.2 million, significantly below the average estimate of $1.28 million, indicating a year-over-year decline of 85.7% [4] - Professional services and other revenue totaled $12.8 million, which was below the average estimate of $14.3 million, representing a year-over-year decrease of 19% [4] Stock Performance - Over the past month, shares of Descartes Systems have returned -8.6%, contrasting with the Zacks S&P 500 composite's increase of 3% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Grocery Outlet Holding Corp. reported $1.18 billion in revenue for the quarter ended June 2025, reflecting a year-over-year increase of 4.5% [1] - The company's EPS for the same period was $0.23, down from $0.25 a year ago, but exceeded the consensus estimate of $0.17 by 35.29% [1] - The reported revenue matched the Zacks Consensus Estimate, resulting in a slight surprise of -0.27% [1] Financial Performance Metrics - Comparable store sales growth was 1.1%, slightly above the five-analyst average estimate of 1% [4] - The total number of stores remained at 552, aligning with the average estimate from four analysts [4] - The company opened 11 new stores, surpassing the two-analyst average estimate of 9 [4] Stock Performance - Grocery Outlet's shares returned +1.3% over the past month, outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Visa reported $10.17 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 14.3% and an EPS of $2.98 compared to $2.42 a year ago, exceeding Zacks Consensus Estimates [1] - The company delivered a revenue surprise of +3.11% and an EPS surprise of +4.2% compared to analyst expectations [1] Financial Performance Metrics - Total transactions reached 65.44 billion, surpassing the estimated 64.47 billion [4] - Total volume was $4,250 billion, exceeding the average estimate of $4,095.82 billion [4] - Payments volume totaled $3,618 billion, compared to the estimated $3,583.74 billion [4] - Payments volume by region: - U.S.A: $1,766 billion vs. $1,762.94 billion estimated - Asia Pacific: $509 billion vs. $499.49 billion estimated - Canada: $110 billion vs. $111.83 billion estimated [4] - Service revenue was $4.33 billion, slightly above the estimated $4.29 billion, reflecting a +9.2% year-over-year change [4] - Data processing revenue reached $5.15 billion, exceeding the $5.05 billion estimate, with a +14.8% year-over-year change [4] - Client incentive revenue was reported at -$3.97 billion, better than the estimated -$4.05 billion, showing a +12.5% year-over-year change [4] - Other revenue was $1.03 billion, surpassing the average estimate of $955.7 million, representing a +31.8% year-over-year increase [4] - International transaction revenue was $3.63 billion, slightly above the estimated $3.6 billion, with a +13.7% year-over-year change [4] Stock Performance - Visa shares returned +0.1% over the past month, while the Zacks S&P 500 composite increased by +3.6% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance in the near term [3]

Core Insights - Park Hotels & Resorts reported $630 million in revenue for Q1 2025, a year-over-year decline of 1.4%, but exceeded the Zacks Consensus Estimate by 2.49% [1] - The company achieved an EPS of $0.46, up from $0.25 a year ago, representing a surprise of 12.20% over the consensus estimate of $0.41 [1] Financial Performance Metrics - Comparable RevPAR growth was -0.7%, better than the estimated -1.6% [4] - Other revenues reached $22 million, exceeding the estimate of $21.23 million, marking a 4.8% increase year-over-year [4] - Ancillary hotel revenues were $63 million, surpassing the estimate of $57.87 million, with a year-over-year change of 1.6% [4] - Food and beverage revenues stood at $182 million, slightly above the estimate of $177.61 million, with no change year-over-year [4] - Room revenues totaled $363 million, compared to the estimate of $354.98 million, reflecting a year-over-year decline of 2.9% [4] - Diluted EPS was reported at -$0.29, significantly below the estimate of $0.03 [4] Stock Performance - Shares of Park Hotels & Resorts have returned +9.6% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]