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Is Burlington Stores Set for Another Surprise as Q3 Earnings Approach?
ZACKS· 2025-11-20 16:15
Key Takeaways BURL heads into Q3 with estimates calling for revenues of $2.71B and EPS of $1.59.Improved assortments, agile buying, and Burlington 2.0 initiatives likely aided performance.Store upgrades boosted engagement, though tariffs and soft demand posed challenges.As Burlington Stores, Inc. (BURL) prepares to unveil its third-quarter fiscal 2025 earnings on Nov. 25, before the opening bell, investors are eager to see if the company can beat market expectations. The Zacks Consensus Estimate for revenue ...
Nvidia Stock Jumps on Earning Beat
Barrons· 2025-11-19 21:24
CONCLUDED Nvidia Stock Surges on Earnings Beat, Boosting the Broader Market Too Nvidia reported solid earnings late Wednesday and provided a revenue forecast for the January quarter that was above Wall Street's expectations. The stock was rising 4.4% in after-hours trading on the news. For its October quarter, the chip maker reported adjusted earnings per share of $1.30, compared to Wall Street's consensus estimate of $1.26, according to FactSet. Revenue for the fiscal third quarter was $57 billion, ahead o ...
Williams-Sonoma Q3 Earnings & Revenues Top, Comps Up Y/Y, Stock Dips
ZACKS· 2025-11-19 18:37
Key Takeaways WSM posted beats in Q3 with 4.4% revenue growth, 4% comps and stronger-than-expected margins.Management raised its fiscal 2025 operating margin outlook despite new tariff pressures on global sourcing.Post-earnings share pullback reflects investor caution around housing weakness and tariff-driven cost risks.Williams-Sonoma Inc. (WSM) reported better-than-expected results for the third quarter of fiscal 2025 (ended Nov. 2), with earnings and net revenues beating the Zacks Consensus Estimate and ...
WMT Gears Up for Q3 Earnings Release: Buy, Sell or Hold the Stock Now?
ZACKS· 2025-11-18 13:46
Core Insights - Walmart Inc. is set to report its third-quarter fiscal 2026 earnings on November 20, with expectations of solid performance driven by strong momentum in both store and digital channels, an improved merchandise mix, and increasing contributions from membership and advertising [1][10] Revenue and Earnings Estimates - The Zacks Consensus Estimate for third-quarter revenues is $177.1 billion, reflecting a 4.5% increase year-over-year, while the consensus for earnings has risen to 61 cents per share, marking a 5.2% increase from the previous year [2] - Walmart has a trailing four-quarter average earnings surprise of 2.8%, although it experienced a negative earnings surprise of 6.9% in the last reported quarter [2] Earnings Prediction - The Zacks model predicts an earnings beat for Walmart, supported by a positive Earnings ESP and a Zacks Rank of 3 (Hold) [3][4] Factors Influencing Q3 Earnings - Steady demand and market share gains are expected to be reflected in the upcoming results, with consistent performance across income groups and strength in grocery and consumables [5] - Digital sales momentum is significant, with global e-commerce sales growing 25% in the second quarter, driven by store-fulfilled delivery and a robust marketplace [6] - Higher-margin businesses are contributing positively, with advertising revenue increasing by 46% globally and membership income rising over 15% [7] - International markets, including China and Flipkart, are showing strong constant-currency growth, although currency fluctuations may pose challenges [8] Challenges Ahead - Tariff-related cost increases and elevated self-insured liability and workers' compensation costs are key headwinds for the quarter [9][10] Stock Performance - Over the past year, Walmart's stock has increased by 18.9%, outperforming the Zacks Retail – Supermarkets industry growth of 18.3% and the S&P 500's rise of 15.7% [11] - Walmart's stock has surpassed competitors like Kroger, Costco, and Target in terms of stock performance [13] Valuation Metrics - Walmart shares are currently trading at a forward 12-month price-to-earnings ratio of 36.02, above the industry average of 32.78, indicating a premium valuation due to consistent execution and stronger digital profitability [14][16] Investment Outlook - With solid traffic trends, strong omnichannel growth, and expanding higher-margin profit streams, Walmart is positioned for stability and steady growth, despite near-term hurdles [18]
Gap Q3 Earnings Coming Up: What's in Store for the Stock?
ZACKS· 2025-11-17 17:26
Key Takeaways GAP expects Q3 top-line growth but a year-over-year earnings decline due to margin pressures.Strong back-to-school demand at Old Navy and Gap is boosting category performance and traffic.Tariff-related costs are set to weigh on Q3 gross margin despite improved assortments and pricing.The Gap, Inc. (GAP) is expected to register top-line growth and a bottom-line decline when it reports third-quarter fiscal 2025 numbers on Nov. 30, after the closing bell.The Zacks Consensus Estimate for the fisca ...
Post Holdings to Report Q4 Earnings: What Should Investors Expect?
ZACKS· 2025-11-17 14:21
Key Takeaways POST's Q4 results are likely to benefit from 8th Avenue's full-quarter inclusion and seasonal cereal strength.Improved egg and potato volumes and healthy breakfast traffic support momentum in cold-chain operations.Cost optimization and stable foodservice profitability position Post Holdings for a solid quarter.Post Holdings, Inc. (POST) is likely to register an increase in both top and bottom lines when it reports fourth-quarter fiscal 2025 earnings on Nov. 20. The Zacks Consensus Estimate for ...
Heritage Q3 Earnings Beat Estimates, Price Momentum Expected To Continue
Seeking Alpha· 2025-11-07 10:23
Core Insights - Heritage is a relatively small insurer in Florida with revenues of $1.43 billion and a market capitalization of $773 million [1] Company Overview - Heritage has diversified its operations beyond Florida, indicating a strategic move to mitigate regional risks and expand its market presence [1]
FIGS GAAP EPS of $0.05 beats by $0.03, revenue of $151.7M beats by $9.24M
Seeking Alpha· 2025-11-06 21:19
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B&G Foods' Q3 Earnings Beat Estimates Despite Soft Sales
ZACKS· 2025-11-06 14:11
Core Insights - B&G Foods, Inc. reported better-than-expected earnings for Q3 fiscal 2025 despite ongoing top-line pressures, with adjusted earnings of 15 cents per share, up 15.4% from 13 cents in the previous year [3][10] - The company experienced a 4.7% year-over-year decline in net sales to $439.3 million, primarily due to lower volumes and unfavorable foreign exchange, although improved pricing and product mix provided some offset [3][4] Financial Performance - Adjusted EBITDA remained steady at $70.4 million, with an adjusted EBITDA margin improvement from 15.3% to 16% [5] - SG&A expenses decreased by 3% year over year to $44.6 million, while as a percentage of sales, SG&A rose slightly to 10.2% [5] - The adjusted gross profit was $98.8 million, down from $102.4 million in the year-ago period, but the adjusted gross margin expanded by 30 basis points to 22.5% [4] Segment Performance - Specialty segment net sales fell 6.5% to $150.5 million, with adjusted EBITDA dropping 8.7% to $37.7 million [6] - Meals segment net sales dipped 1.4% to $110 million, while adjusted EBITDA grew 2.7% to $23.9 million [6] - Frozen & Vegetables segment saw a 13.2% drop in net sales to $77.4 million, but adjusted EBITDA surged to $4.2 million from $1.2 million [7] - Spices & Flavor Solutions segment net sales rose 2.1% to $101.4 million, although adjusted EBITDA decreased 7.4% to $26.4 million due to higher raw material costs [8] Financial Health - B&G Foods ended the quarter with cash and cash equivalents of $60.9 million, net long-term debt of $2,020.4 million, and total shareholders' equity of $470.7 million [9] Outlook - The company narrowed its fiscal 2025 outlook, projecting net sales between $1.82 billion and $1.84 billion, adjusted EBITDA of $273 million to $280 million, and adjusted earnings per share in the range of 50-58 cents [11]