Core Insights - DICK'S Sporting Goods, Inc. will announce its fourth quarter and full year 2025 results on March 12, 2026, before the market opens [1] - A conference call to discuss the results will take place at 10:00 a.m. Eastern Time on the same day, accessible via the company's Investor Relations website [2] Company Overview - DICK'S Sporting Goods, founded in 1948 and headquartered in Pittsburgh, is a leading omni-channel retailer with a strong brand presence in sports and culture [3] - The company operates various banners including DICK'S Sporting Goods, Golf Galaxy, Public Lands, and Going Going Gone!, as well as experiential retail concepts like DICK'S House of Sport and Golf Galaxy Performance Center [3] - DICK'S also owns the Foot Locker Business, which includes brands such as Foot Locker, Kids Foot Locker, Champs Sports, WSS, and atmos, serving the global sneaker community across multiple regions [3] Community Engagement - DICK'S Sporting Goods is committed to youth sports, having donated millions through its Sports Matter program and other initiatives to support under-resourced teams and athletes [4]

Core Viewpoint - DICK'S Sporting Goods, Inc. will participate in a fireside chat at the Morgan Stanley Global Consumer & Retail Conference on December 3, 2025, at 10:15 a.m. Eastern Time, which will be available via webcast [1]. Company Overview - DICK'S Sporting Goods, founded in 1948 and headquartered in Pittsburgh, Pennsylvania, is a leading omni-channel retailer and an iconic brand in sports and culture [2]. - The company operates various banners including DICK'S Sporting Goods, Golf Galaxy, Public Lands, and Going Going Gone!, as well as experiential retail concepts like DICK'S House of Sport and Golf Galaxy Performance Center [2]. - DICK'S also owns and operates the Foot Locker business, which includes brands such as Foot Locker, Kids Foot Locker, Champs Sports, WSS, and atmos, serving the global sneaker community across multiple continents [2]. - The company is committed to youth sports, having donated millions through its Sports Matter program and other community initiatives [2]. Investor Relations - Investor relations contact is Nate Gilch, Vice President of Investor Relations, reachable at (724) 273-3400 or via email [3].

Core Insights - Dillard's Inc. (DDS) reached a new 52-week high of $606.96 on September 17, 2025, before closing at $595.92, indicating strong investor confidence in the company's performance and sales momentum [1] - The stock has shown a year-to-date increase of 38%, outperforming the Retail – Regional Department Stores industry and the Retail-Wholesale sector, which rose 22% and 10.8% respectively [2][9] - Dillard's net sales increased by 1.6% year-over-year, with comparable store sales up 1%, driven by growth in juniors', children's apparel, and accessories, despite a decline in home and furniture categories [6][9] Financial Performance - Earnings per share (EPS) for Dillard's was $4.66, exceeding Zacks Consensus Estimates, supported by disciplined expense control, although retail gross margin decreased by 100 basis points to 38.1% due to weakness in ladies' apparel [6] - The company ended the quarter with $1.01 billion in cash and reduced long-term debt to $225.6 million, maintaining steady shareholder returns with $9.8 million in buybacks and a declared quarterly dividend of 30 cents per share for November [7][9] Market Position and Valuation - Dillard's is currently trading at a forward 12-month P/E multiple of 20.34X, which is below the industry average of 15.59X and the S&P 500's average of 23.36X, indicating a premium valuation [12] - The upward revisions in earnings estimates for fiscal 2025 and 2026, with increases of 1.3% and 2.9% respectively, suggest growing analyst confidence in the company's growth potential [10] Strategic Outlook - Dillard's is leveraging remodels, trend-focused assortments, and omni-channel investments to enhance its relevance in a competitive retail landscape, which supports the positive sentiment around its stock performance [14] - The company's financial strength and ability to deliver positive surprises indicate potential for further growth, making it an attractive option for investors seeking resilient retail exposure [15]

Core Viewpoint - Delota Corp. reported strong financial results for Q1 2026, achieving $10 million in revenue and positive Adjusted EBITDA of $351,000, marking the ninth consecutive quarter of positive Adjusted EBITDA and reflecting operational efficiencies and strategic growth initiatives [4][6][7]. Financial Highlights - Total revenue for Q1 2026 was $10,043,670, an increase from $9,883,883 in Q1 2025, representing a growth of approximately 1.6% [7][10]. - The gross profit margin for Q1 2026 was 36%, down from 40% in Q1 2025 [6][7]. - Positive Adjusted EBITDA for Q1 2026 was $351,800, compared to $105,366 in Q1 2025, indicating significant improvement [7][14]. - Revenue segmentation for Q1 2026 included: - Vape - B2C: $7.7 million - Vape - B2B: $1.4 million - Cannabis - B2C: $1.0 million [6][7]. Other Highlights - The company completed the early redemption of $900,000 in senior secured convertible debentures, enhancing its balance sheet [4][6]. - Delota has a customer base exceeding 300,000 registered accounts across its online and physical retail platforms [6][15]. - The company is focused on expanding its retail footprint and enhancing its e-commerce platform as part of its growth strategy [15].

Core Insights - CarMax is launching a new brand positioning with the tagline "Wanna Drive?" to emphasize its customer-centric, omni-channel car-buying experience [1][4][10] - The new approach aims to empower customers by allowing them to shop online, in-store, or switch between both seamlessly, setting a new standard in the used car retail industry [3][10] Brand Positioning - The new tagline "Wanna Drive?" replaces the previous tagline that had been in use for over 20 years, reflecting the evolution of CarMax and its commitment to customer empowerment [7][10] - CarMax's omni-channel experience allows customers to have control over their car-buying journey, providing clarity and confidence [10][12] Customer Experience - CarMax has achieved its highest Net Promoter Score since the rollout of its digital capabilities, indicating increased customer satisfaction, particularly among those using online and mixed shopping options [4][10] - The company emphasizes honesty, integrity, and innovation as core values that differentiate it from traditional and online-only dealers [4][10] Marketing Campaign - The campaign features the CarMax House Band, which represents the journey of car buying and selling, with creative spots designed to resonate with customers [11][12] - The marketing strategy includes a phased rollout across various platforms, including linear TV, streaming, social media, and audio [12]

Core Insights - Arhaus, Inc. reported first quarter 2025 results, showing resilience amid macroeconomic volatility, with a net revenue increase of 5.5% to $311 million compared to the same period in 2024 [6][27] - The company revised its full-year outlook due to broader uncertainties but remains confident in its business model and growth strategy [3][9] Operational Highlights - Comparable growth was (1.5)%, while demand comparable growth was 4.1%, indicating healthy client engagement and successful marketing initiatives [3][6] - The showroom footprint expanded to 103 showrooms across 30 states, with 5 showroom projects completed in the first quarter, including 1 new showroom and 4 relocations [4][6] Financial Performance - Gross margin increased by 0.4% to $116 million, while selling, general, and administrative expenses rose by 13.9% to $110 million [6][27] - Net and comprehensive income decreased by 67.6% to $5 million, and adjusted EBITDA fell by 36.2% to $19 million compared to the same period in 2024 [6][27] Future Outlook - The company plans to complete 12 to 15 total showroom projects in 2025, with expectations to reduce sourcing from China to approximately 1% of total receipts by the fourth quarter [2][4] - Updated guidance for full-year 2025 net revenue is projected between $1.29 billion and $1.38 billion, with comparable growth expected to range from (5)% to 1.5% [9][8] Balance Sheet and Liquidity - As of March 31, 2025, cash and cash equivalents totaled $214 million, with net merchandise inventory at $301 million, reflecting a 1.5% increase from the previous year [13][24] - Client deposits increased by 19.2% to $263 million, indicating strong customer engagement [13][24]