Shares of American Eagle Outfitters, Inc. (AEO) tumbled nearly 15% in after-hours trading yesterday, after the apparel and accessories retailer withdrew its earlier-issued guidance for fiscal 2025, citing that macro volatility and management reviews forward plans in light of first-quarter results. Management issued bleak preliminary first-quarter fiscal 2025 results.For the discussed quarter, revenues are likely to be $1.1 billion, which indicates a drop of almost 5% compared with the year-ago quarter. Anal ...

Core Insights - Etsy is a leading two-sided marketplace with approximately 95 million active buyers and over 100 million listings from more than 8 million active sellers, focusing on unique creative and handmade goods [1] - The company is projected to generate $12 billion in Gross Merchandise Sales (GMS) for the year, with adjusted EBITDA margins of 26% and free cash flow of $600 million [2] Company Overview - Josh Silverman has been the CEO of Etsy since May 2017, with a background that includes roles at American Express, Skype, shopping.com, and co-founding Evite [2] - Lanny Baker, the CFO, joined Etsy earlier this year and has held previous positions at Eventbrite, Yelp, ZipRealty, and Monster Worldwide [2] Market Outlook - The company is addressing macroeconomic volatility and uncertainty, with a focus on consumer confidence and expectations for stable to slightly improved GMS trends in Q2 compared to a negative 6% in Q1 [6]

Core Insights - The Q1 earning season has revealed that many major companies are maintaining their outlooks for the year despite macro volatility caused by tariffs [1] Group 1 - Major companies, including Shake Shack, have not cut their forecasts for the year, indicating resilience in the face of economic challenges [1]

Revenue for the first quarter came in just shy of expectations at $2.13 billion versus estimates of $2.15 billion, according to average estimates compiled by LSEG, and earnings per share were 7 cents adjusted versus a 9 cents expectation."It was actually booking really, really well till about a month or two ago. And then the American consumer seemed to be a little skittish about doing far-from-home travel," CEO Harry Sommer told CNBC Wednesday.For instance, Norwegian Cruise Line Holdings reports some "chopp ...