Retail Earnings

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美股异动|American Eagle夜盘大涨超24.5%,第二财季业绩超预期
Ge Long Hui· 2025-09-04 01:25
该公司重新发布今年早前撤回的全年业绩指引,预计同店销售将基本持平,优于市场预期的0.2%降 幅;由于关税影响,预计全年经营利润将在2.55亿至2.65亿美元之间,低于之前预期的3.6亿至3.75亿美 元。(格隆汇) 美国服裝零售商American Eagle(AEO.US)夜盘大涨超24.5%,报16.96美元。 消息面上,American Eagle公布第二财季业绩,营收为12.8亿美元,较去年12.9亿美元略有下降,超过分 析师预期的12.4亿美元;净利润7760万美元,合每股收益0.45美元,同比增长15%,亦高于分析师预期 的0.2美元。 ...
WSM Stock Up on Q2 Earnings & Revenue Beat, FY25 View Up
ZACKS· 2025-08-27 17:56
Core Insights - Williams-Sonoma Inc. (WSM) reported strong second-quarter fiscal 2025 results, with earnings and net revenues exceeding expectations and showing year-over-year growth [1][3][8] - Following the earnings announcement, WSM's shares rose by 4.1% in pre-market trading [1] Financial Performance - Earnings per share (EPS) for the quarter were $2, surpassing the Zacks Consensus Estimate of $1.79 by 11.7%, and up from $1.74 in the prior-year quarter [3][8] - Net revenues reached $1.84 billion, exceeding the consensus estimate of $1.82 billion by 1.1% and growing 2.8% year over year [3][8] - Comparable sales (comps) increased by 3.7%, a significant improvement from a negative 3.3% in the same period last year [3][8] Segment Performance - Comps at Williams-Sonoma increased by 5.1%, while West Elm saw a 3.3% gain, and Pottery Barn Kids and Teens grew by 5.3% [4] - Pottery Barn's comps rose slightly by 1.1%, contrasting with a 7.1% decline in the previous year [4] Operational Highlights - Gross margin improved to 47.1%, up 220 basis points year over year, attributed to higher merchandise margins and supply-chain efficiencies [5] - Selling, general and administrative expenses were 29.2% of net revenues, reflecting a 20 basis point decline year over year [5] - Operating margin expanded by 240 basis points to 17.9%, exceeding the projected margin of 15.3% [6][8] Cash Flow and Shareholder Returns - As of August 3, 2025, cash and cash equivalents stood at $985.8 million, a decrease from $1.21 billion at the end of fiscal 2024 [7] - Net cash from operating activities for the first half of fiscal 2025 was $401.7 million, down from $473.3 million a year ago, allowing for nearly $280 million returned to shareholders through stock repurchases and dividends [7] Future Guidance - WSM raised its fiscal 2025 guidance, projecting annual net revenues to grow between 0.5% and 3.5%, and comparable brand revenue growth expected between 2.0% and 5.0% [9] - Operating margin guidance remains between 17.4% and 17.8%, with long-term expectations of mid-to-high single-digit net revenue growth and operating margins in the mid-to-high teens [10]
2 Retail Stocks With Opposing Post-Earnings Reactions
Schaeffers Investment Research· 2025-08-20 14:31
Big-name retailers are filing into the earnings confessional this week, with investors keen to see how consumer spending is looking. Today's buzz is coming from Lowe's Companies Inc (NYSE:LOW) and Target Corp (NYSE:TGT). Below we'll take a close look at how LOW and TGT are faring. Behind the Lowe's Stock BreakoutLOW is moving 2.6% higher to trade at $263.09 this morning, after adjusted second-quarter earnings topped estimates at $4.33 per share. While Lowe's missed revenue estimates on a reading of $23.96 ...
Retail Earnings Spotlight This Week: Walmart
Schaeffers Investment Research· 2025-08-19 19:12
Core Insights - Walmart Inc is set to report its second-quarter earnings on August 21, with expected earnings of 73 cents per share and revenue of $175.51 billion, reflecting year-over-year increases of 9% and 3.6% respectively [1] Stock Performance - Walmart's stock was last observed at $101.51, up 0.8%, and has a year-to-date gain of 12.3%, significantly outperforming Target's year-to-date loss of 22.3% and the smaller gains of Costco and Amazon [2] - The stock recently broke above the $100 resistance level, which has now turned into support following a short-term pullback [2] Post-Earnings Reactions - Historically, Walmart's stock has shown a mixed post-earnings reaction, averaging a 4.6% swing, with a notable 6.6% increase last August [4] - Traders are anticipating a 6.9% move in the stock following the upcoming earnings report [4] Options Activity - There has been an increase in bullish sentiment among options traders leading up to the earnings announcement, with a 50-day call/put volume ratio of 2.07, ranking higher than 94% of readings from the past year [5]
Dow Jones and S&P500: Caterpillar, Home Depot Lift Blue Chips as Retail Earnings Continue
FX Empire· 2025-08-19 12:31
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Retail Earnings Continue: Target, Home Depot on Deck
ZACKS· 2025-05-17 01:46
Group 1: Walmart's Performance - Walmart's results showed better-than-expected comparable sales, with its domestic e-commerce business becoming profitable for the first time [1] - The 'general merchandise' category faced slight negative comps, particularly in electronics, home, and sporting goods, although there was positive momentum in toys, automotive, and kids apparel [2][3] - Walmart's ability to provide guidance amidst operational uncertainty is a positive sign for investors [1] Group 2: Target's Challenges - Target's shares have significantly underperformed, losing over 25% of their value this year, while Walmart's shares have increased by more than 8% [5] - Target is expected to report a decline in EPS by 17.2% year-over-year, with same-store sales projected to decrease by 1.7% [5] - Target's vulnerability to global trade issues is greater than Walmart's, as Walmart sources two-thirds of its merchandise domestically [6] Group 3: Home Improvement Retailers - Home Depot and Lowe's are facing challenges due to high interest rates affecting the housing market, which is impacting discretionary spending on home improvement [10][11] - Home Depot is expected to report a slight decline in EPS of 1.1% year-over-year, while Lowe's is projected to see a decline of 1.99% in comps [14][15] - The overall operating environment for home improvement retailers remains difficult, with a focus on repair and replacement rather than new projects [13] Group 4: Retail Sector Overview - The retail sector has seen a 16.7% increase in total Q1 earnings for 21 retailers in the S&P 500, with 57.1% beating EPS estimates [18] - The earnings growth for the sector is significantly influenced by Amazon, with the group outside of Amazon showing a decline in earnings despite revenue growth [20][22] - The overall earnings picture for the retail sector indicates a stabilization trend, although estimates for Q2 have been cut more than usual [35][39]