Core Insights - Constellation Brands reported a revenue of $2.52 billion for the quarter ended May 2025, reflecting a year-over-year decline of 5.5% and an EPS of $3.22, down from $3.57 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $2.57 billion, resulting in a surprise of -2.07%, while the EPS also missed the consensus estimate of $3.34 by -3.59% [1] Financial Performance Metrics - Net Sales for Wine and Spirits were reported at $280.5 million, significantly below the five-analyst average estimate of $297.74 million, marking a year-over-year decline of 27.9% [4] - Net Sales for Beer were $2.23 billion, slightly below the $2.27 billion average estimate, with a year-over-year change of -1.7% [4] - Operating Income for Wine and Spirits was reported at -$6 million, contrasting with the four-analyst average estimate of $12.38 million [4] - Operating Income for Beer was $873.4 million, compared to the average estimate of $899.7 million [4] - Operating Income for Corporate Operations and Other was -$57.5 million, slightly better than the average estimate of -$63.99 million [4] Stock Performance - Shares of Constellation Brands have returned -6.6% over the past month, while the Zacks S&P 500 composite has seen a +5.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

First Quarter Highlights Identical Sales without fuel increased 3.2%* Operating Profit of $1,322 million; EPS of $1.29 Adjusted FIFO Operating Profit of $1,518 million and Adjusted EPS of $1.49 eCommerce sales increased 15%CINCINNATI, June 20, 2025 /PRNewswire/ -- The Kroger Co. (NYSE: KR) today reported its first quarter 2025 results, updated 2025 identical sales without fuel guidance and shared our progress on key priorities.Comments from Chairman and CEO Ron Sargent  "Kroger delivered solid first quarter ...

eToro continued to focus on sustainable, profitable growth in Q1, launching products and services to support users at every stage of their investing journey. NEW YORK, June 10, 2025 (GLOBE NEWSWIRE) -- eToro Group Ltd. ("eToro", or the "Company") (NASDAQ: ETOR), the trading and investing platform, today announced financial results for the first quarter ended March 31, 2025. "I am incredibly proud of the eToro team for producing strong first quarter results and the successful completion of our initial public ...

Core Insights - Sprinklr reported revenue of $205.5 million for the quarter ended April 2025, marking a year-over-year increase of 4.9% and an EPS of $0.12 compared to $0.09 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $201.89 million by 1.79%, and the EPS surpassed the consensus estimate of $0.10 by 20% [1] Financial Performance Metrics - Gross Margin for Subscription was reported at 77%, above the five-analyst average estimate of 76.4% [4] - Gross Margin for Professional Services was 4%, compared to the two-analyst average estimate of -1% [4] - Subscription Revenue reached $184.13 million, exceeding the average estimate of $182.39 million by analysts, representing a year-over-year increase of 3.8% [4] - Professional Services Revenue was reported at $21.37 million, surpassing the average estimate of $19.49 million, reflecting a year-over-year change of 14.9% [4] Stock Performance - Sprinklr's shares have returned 17.1% over the past month, outperforming the Zacks S&P 500 composite's 5.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Ciena reported $1.13 billion in revenue for the quarter ended April 2025, marking a year-over-year increase of 23.6% and a surprise of +2.78% over the Zacks Consensus Estimate of $1.1 billion [1] - The EPS for the same period was $0.42, compared to $0.27 a year ago, but fell short of the consensus estimate of $0.52, resulting in an EPS surprise of -19.23% [1] Revenue Breakdown - Total Networking Platforms revenue was $866.30 million, exceeding the estimated $829.74 million, reflecting a +28.1% change year-over-year [4] - Total Global Services revenue reached $146.20 million, slightly above the $144.17 million estimate, with an +8.5% year-over-year change [4] - Software and Services revenue totaled $113.40 million, below the $117.98 million estimate, but still showing a +13.6% increase year-over-year [4] - Networking Platforms revenue from Routing and Switching was $92.70 million, underperforming the estimated $103.56 million, with a -20.2% change year-over-year [4] - Optical Networking revenue was $773.60 million, surpassing the $723.28 million estimate, indicating a +38.1% year-over-year increase [4] - Total Products revenue was $898.58 million, exceeding the estimated $874.35 million, reflecting a +28.1% change year-over-year [4] - Blue Planet Automation Software and Services revenue was $28 million, above the $25.43 million estimate, showing a significant +94.4% year-over-year increase [4] - Platform Software and Services revenue was $85.40 million, below the $100.05 million estimate, with no change year-over-year [4] - Services revenue reached $227.30 million, slightly above the $222.76 million estimate, with an +8.5% year-over-year change [4] Profitability Metrics - Gross profit from Products was $348.60 million, slightly below the $356.09 million estimate [4] - Gross profit from Services was $104.24 million, exceeding the $100.18 million estimate [4] Stock Performance - Ciena's shares have returned +14.4% over the past month, outperforming the Zacks S&P 500 composite's +5.2% change [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]

Financial Performance - HP reported $13.22 billion in revenue for the quarter ended April 2025, a year-over-year increase of 3.3% [1] - The EPS for the same period was $0.71, down from $0.82 a year ago, representing a decline of 13.4% [1] - The reported revenue was a surprise of -1.51% compared to the Zacks Consensus Estimate of $13.42 billion [1] - The EPS surprise was -11.25% against the consensus estimate of $0.80 [1] Key Metrics - Days in accounts payable were 130 days, better than the two-analyst average estimate of 134 days [4] - Days of sales outstanding in accounts receivable were 30 days, slightly above the average estimate of 29 days [4] - Days of supply in inventory were 70 days, compared to the average estimate of 73.5 days [4] Revenue Breakdown - Net revenue from Personal Systems - Commercial PS was $6.79 billion, below the average estimate of $6.99 billion, with a year-over-year change of +8.7% [4] - Net revenue from Personal Systems - Consumer PS was $2.24 billion, slightly above the average estimate of $2.20 billion, representing a +2.5% year-over-year change [4] - Total net revenue from Personal Systems was $9.02 billion, below the average estimate of $9.19 billion, with a +7.1% year-over-year change [4] - Net revenue from Printing - Supplies was $2.73 billion, slightly below the average estimate of $2.75 billion, reflecting a -4.9% year-over-year change [4] - Net revenue from Printing - Commercial Printing was $1.17 billion, below the average estimate of $1.19 billion, with a -3.2% year-over-year change [4] - Net revenue from Printing - Consumer Printing was $289 million, slightly above the average estimate of $287.61 million, representing a -3.3% year-over-year change [4] - Total net revenue from Printing was $4.18 billion, below the average estimate of $4.23 billion, reflecting a -4.3% year-over-year change [4] Operational Earnings - Earnings from operations in Printing were $814 million, exceeding the average estimate of $795.04 million [4] - Earnings from operations in Personal Systems were $409 million, below the average estimate of $532.89 million [4] Stock Performance - HP shares returned +11.1% over the past month, outperforming the Zacks S&P 500 composite's +7.4% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3]

Core Insights - Agilent Technologies reported revenue of $1.67 billion for the quarter ended April 2025, reflecting a 6% increase year-over-year and exceeding the Zacks Consensus Estimate of $1.63 billion by 2.64% [1] - The company's EPS for the quarter was $1.31, up from $1.22 in the same quarter last year, surpassing the consensus estimate of $1.26 by 3.97% [1] Revenue Performance by End Markets - Pharmaceutical revenue reached $603 million, exceeding the average estimate of $572.63 million, with a year-over-year increase of 11.3% [4] - Academia and Government revenue was $135 million, below the average estimate of $145.13 million, representing a decline of 2.9% year-over-year [4] - Diagnostics and Clinical revenue amounted to $255 million, surpassing the average estimate of $247.93 million, with a year-over-year increase of 6.7% [4] - Agilent Crosslab Group net revenue was $713 million, exceeding the estimated $697.53 million, showing a significant year-over-year increase of 77.4% [4] - Food revenue was reported at $147 million, slightly above the average estimate of $146.05 million, with a year-over-year increase of 5.8% [4] - Environmental and Forensics revenue was $159 million, in line with the average estimate of $159.54 million, reflecting a year-over-year increase of 4.6% [4] - Chemical and advanced materials revenue was $369 million, slightly below the average estimate of $370.20 million, with a year-over-year increase of 1.9% [4] Stock Performance - Agilent's shares have returned +3.5% over the past month, compared to a +7.4% change in the Zacks S&P 500 composite [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 - Workday reported revenue of $2.24 billion for the quarter ended April 2025, reflecting a year-over-year increase of 12.6% and a surprise of +1.10% over the Zacks Consensus Estimate of $2.22 billion [1] - Earnings per share (EPS) for the quarter was $2.23, compared to $1.74 in the same quarter last year, resulting in an EPS surprise of +12.06% against the consensus estimate of $1.99 [1] Financial Performance Metrics - Subscription revenue backlog stood at $24.62 billion, slightly below the estimated $25.32 billion by analysts [4] - Subscription services revenue reached $2.06 billion, exceeding the average estimate of $2.05 billion, marking a year-over-year increase of +13.4% [4] - Professional services revenue was reported at $181 million, surpassing the average estimate of $165.09 million, with a year-over-year change of +3.4% [4] Stock Performance - Workday's shares have returned +19.4% over the past month, outperforming the Zacks S&P 500 composite's +13.4% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]

Financial Data and Key Metrics Changes - In 2024, the company achieved year-over-year organic sales growth of 1.5% with an adjusted operating income margin of 21.5% and adjusted diluted earnings per share of $1.14 [18] Business Segment Data and Key Metrics Changes - In the healthcare segment, the company expanded its leadership position and gained market share in nearly 80% of the segments, including key brands like Tylenol, Zyrtec, and Nicorette [16] - The essential health segment maintained a healthy mid-single-digit growth rate and delivered volume growth in North America, EMEA, and Latin America [16] - In skin health and beauty, the company grew both volume and value in EMEA and Latin America, despite not meeting expectations in North America and Asia Pacific [16] Market Data and Key Metrics Changes - The company reported significant improvements in consumer engagement and brand presence both in-store and online, contributing to overall growth [16] Company Strategy and Development Direction - The company established three strategic priorities for 2024: reaching more consumers, freeing up resources for competitive investment, and fostering a performance-driven culture [15] - The company aims to leverage superior science, expert recommendations, and consumer insights-led innovation to enhance brand growth in 2025 [18][19] - The company is focused on activating new revenue growth management capabilities to improve pricing and promotional strategies [19] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the dynamic external environment but expressed confidence in realizing compounding benefits from significant work done to date [21] - The company anticipates exciting opportunities ahead to create value for stakeholders and solidify its position as a consumer health leader [21] Other Important Information - The company is executing a two-year initiative to deliver $350 million of annualized cost savings by 2026 [17] - A new Chief Financial Officer, Amit Banati, has joined the company, expected to contribute to its next chapter [21] Q&A Session Summary Question: Why does the company not use GAAP earnings instead of adjusted non-GAAP earnings? - The company believes that presenting non-GAAP measures is relevant and useful for investors, as it allows for a better understanding of operating performance and easier comparison with peers in the industry [24]

Core Insights - V.F. Corporation (VFC) reported a revenue of $2.14 billion for the quarter ended March 2025, reflecting a year-over-year decline of 9.7% and an EPS of -$0.13, an improvement from -$0.32 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $2.18 billion by 1.62%, while the EPS exceeded the consensus estimate of -$0.15 by 13.33% [1] Revenue Performance - Geographic Revenue: - Americas: $995.20 million, below the estimated $1.11 billion, a decline of 11.6% year-over-year [4] - Asia-Pacific: $336.20 million, below the estimated $355.65 million, a decline of 11% year-over-year [4] - Europe: $812.30 million, exceeding the estimated $744.21 million, a decline of 6.6% year-over-year [4] - Revenue by Segment: - Active: $645.32 million, below the estimated $753.22 million, a decline of 29.4% year-over-year [4] - Work: $222.17 million, slightly above the estimated $221.17 million, a decline of 7.6% year-over-year [4] - Outdoor: $1.28 billion, exceeding the estimated $1.22 billion, an increase of 4.7% year-over-year [4] - Revenue by Brand: - Dickies: $139.30 million, slightly above the estimated $138.68 million, a decline of 14.2% year-over-year [4] - Timberland: $376 million, exceeding the estimated $337.45 million, an increase of 10.1% year-over-year [4] - Vans: $492.60 million, below the estimated $571.91 million, a decline of 22% year-over-year [4] - The North Face: $834.50 million, exceeding the estimated $792.59 million, an increase of 2.5% year-over-year [4] - Revenue by Channel: - Direct-To-Consumer: $920.80 million, below the estimated $1 billion, a decline of 15.8% year-over-year [4] Stock Performance - V.F. shares have returned +32.3% over the past month, outperforming the Zacks S&P 500 composite's +12.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]