TGT's Margin Versus WMT & DG Walmart Inc.'s (WMT) gross margin expansion appears increasingly supported by structural advantages, yet headwinds loom. Walmart continues leveraging disciplined inventory management and improved e-commerce economics to drive gross margin gains, with the U.S. gross margin up 25 basis points in the first quarter of fiscal 2026. Walmart's e-commerce profitability and mix shift toward high-margin advertising and membership are helping offset pressure from tariffs. However, elevated ...

Key Takeaways Copa Holdings posted adjusted operating margins of 23.5% in 2023 and 21.9% in 2024. CPA expects 2025 adjusted operating margins between 21% and 23%. We project it to be 22.8%. Efficient cost control, low fuel costs and strong on-time performance continue to support CPA's margins.Latin America’s carrier, Copa Holdings (CPA) , has excelled in a key area, operating margin, which indicates the amount of profit a company generates from its primary business activities. The metric indicates how eff ...

Key Takeaways SPOT's Q1 operating income skyrocketed 203% as revenues rose 15% and expenses dropped 3% year over year. The gross margin hit 31.6%, with the Premium and Ad-Supported segments gaining 332 and 885 bps, respectively. SPOT's ROIC beat AMZN's 24%, but its ROE lagged AAPL's 167.2% and AMZN's 24.1% by a wide margin.Spotify Technology S.A.’s (SPOT) first-quarter 2025 profitability was top-tier, driven by robust top-line growth and disciplined expense management. Revenues increased 15% year over yea ...

Calvin Klein and Tommy Hilfiger parent PVH Corp. PVH shares are trading lower after the company cut its FY25 guidance below estimates and issued second-quarter adjusted EPS guidance below estimates.On Wednesday, PVH reported quarterly earnings of $2.30 per share, which beat the analyst consensus estimate of $2.25. Quarterly revenue of $1.98 billion beat the Street estimate of $1.93 billion.The company cut its fiscal 2026 adjusted EPS guidance from a range of $12.40 to $12.75 to a new range of $10.75 to $11, ...

Core Insights - Asana Inc's shares dropped 17.71% despite a recent earnings beat, indicating market concerns despite positive financial results [1] Financial Performance - Asana reported total revenue of $187 million, reflecting an 8.6% growth year-on-year and a 1.0% beat to the midpoint of its guidance [2] - The operating margin was 4.3%, significantly higher than the guidance midpoint of 1.3%, with management projecting a midpoint of 4.7% for the next quarter and raising the full-year operating margin guidance to 5.5% from 5.0% [3] - Non-GAAP earnings were 5 cents per share, surpassing the consensus estimate of 2 cents per share [4] Customer Metrics - The number of customers with $100,000+ annual recurring revenue (ARR) reached 728, a 20% increase year-on-year [2] - Net Revenue Retention (NRR) declined by 1 point quarter-on-quarter across core customers and $100K+ customers, attributed to macro pressures [5] Deal Activity - Asana secured its largest deal in history worth $100 million, extending the contract term from one year to three years, although this resulted in a lower average annual contract value [7] - Billings were reported at $175 million, falling short of the consensus estimate of $213 million, while remaining performance obligations (RPO) growth of 11% missed expectations of 13% [6] Guidance and Market Sentiment - Management adjusted the revenue guidance range for the full year to $775-$790 million, citing macroeconomic risks [6] - Analysts have varied ratings on Asana, with Piper Sandler maintaining an Overweight rating and raising the price target from $17 to $19, while RBC Capital Markets reiterated an Underperform rating with a price target of $10 [9]

Shares of Willis Towers Watson Public Limited Company (WTW) have gained 24.7% in the past year, outperforming the Finance sector and the Zacks S&P 500 composite’s growth of 17.4% and 9.3%, respectively. Shares of WTW have underperformed the industry’s growth of 26.5% in the same time frame.The insurer has a market capitalization of $30.99 billion. The average volume of shares traded in the last three months was 0.6 million.WTW shares are trading below the 200-day moving average, indicating a bullish trend.W ...

LPL Financial (LPLA) FY Conference May 28, 2025 08:00 AM ET Speaker0 Alright. I think we can get started here. So good morning, everyone, and thanks for joining this early session with LPL Financial. I'm delighted to have, Rich Steinmeyer, CEO at LPL, for the first time at the SEC conference. As many of you know, LPL is one of the fastest growing players in The US wealth management space with almost 2,000,000,000,000 in, in client assets driven by a long track record of strong organic growth and strategic a ...

CGT unionists and employees participate in a rally outside ArcelorMittal headquarters to put ... More pressure on the French management of the steelmaker, which plans to cut more than 600 jobs in Saint-Denis near Paris, on May 13, 2025. (Photo by Jerome Gilles/NurPhoto via Getty Images)NurPhoto via Getty ImagesArcelorMittal (NYSE:MT) stock has been on a roll, increasing over 16% in just the last month after posting better-than-expected results for Q1 of 2025 and a positive outlook for the year. However, des ...

Copa Holdings (CPA) first-quarter 2025 earnings per share of $4.28 surpassed the Zacks Consensus Estimate of $3.77 and improved 2.2% year over year. Revenues of $899.2 million beat the Zacks Consensus Estimate of $889.5 million and inched up 0.6% year over year, due to an 8.7% increase in onboard passengers.Passenger revenues (which contributed 95.6% to the top line) remained flat year over year at $859 million. Despite the increase in onboard passengers, a 9.1% decrease in yield hurt passenger revenues. Ca ...

Copa Holdings (CPA) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Daniel Tapia - Director of Investor RelationsPedro Heilbron - Director & CEOPeter Donkersloot - CFOSavanthi Syth - MD - Airlines & Advance Air MobilityDuane Pfennigwerth - Senior Managing DirectorJens Spiess - Vice PresidentRogerio Araujo - DirectorMichael Linenberg - Managing DirectorAlberto Valerio - Director - Equity Research Conference Call Participants Guilherme Mendes - ED - Equity Research AnalystStephen Trent - A ...