And we are just getting second quarter results from Home Depot. Let's take a look at those numbers right now. Looks like earnings came in at $468 a share.That was a miss of the street's expectations of $4.71%. Revenue came in at $45.3% billion. That was just slightly light of what the street had been expecting, $45.35% billion.And then you have comp sales, which were up by 1%. The street was looking for 1.3%. That 1% was for total company sales.Home Depot is blaming foreign exchange rates for the miss on co ...

It's been a rough few days for Cava stock. Shares nosedive this week after the restaurant chain lowered its fullear forecast for same store sales growth and reported second quarter revenue that fell short of estimates. Shares fell 18% this week and the stocks down nearly 40% this year.Cava managed to buck the industry trend of declining same store sales in Q2, but not nearly up to the amount it wanted. Same store sales, which is a metric that tracks the performance of restaurants that have been open for at ...

August 13, 2025 Q4 F25 $1,002 $1,064 $1,109 $1,197 $1,127 $1,346 $1,413 $1,449 Q1 Q2 Q3 Q4 Total Company Sales F24 F25 $1,013 $1,074 $1,120 $1,208 $1,139 $1,358 $1,425 $1,462 Q1 Q2 Q3 Q4 Total Revenues F24 F25 * Chili's, Maggiano's, and Company sales restated to include F23 accounting change. Q4 FOOD COST HIGHER DUE TO UNFAVORABLE MENU MIX SAFE HARBOR STATEMENT During these presentations, and in response to your questions, certain items may be discussed which are not based entirely on historical facts. Any ...

and CarMax this morning popping after strong results today. Although off of the best levels of the session, our Phil Labau joins us to talk more about the takeaways from that and whether or not Phil tariffs are feeding demand for used cars. Well, they're definitely feeding demand.Everybody in the industry knows that because you saw a surge especially in April and in May. That's some of the results that you see reflected by CarMax. They beat on the top and the bottom line, Carl.And when you read the analyst ...

Core Insights - AutoZone reported revenue of $4.46 billion for the quarter ended May 2025, reflecting a year-over-year increase of 5.4% and a surprise of +1.40% over the Zacks Consensus Estimate of $4.4 billion [1] - The company's EPS was $35.36, down from $36.69 in the same quarter last year, resulting in an EPS surprise of -3.86% compared to the consensus estimate of $36.78 [1] Financial Performance Metrics - Same store sales in the domestic market increased by 5% year-over-year, significantly outperforming the average estimate of 2.3% from seven analysts [4] - Total Same Store Sales (Constant Currency) rose by 5.4%, exceeding the average estimate of 3.2% from six analysts [4] - The total number of AutoZone stores reached 7,516, slightly above the average estimate of 7,498 from four analysts [4] - Total square footage was reported at 50,761 Ksq ft, which is below the average estimate of 50,960.48 Ksq ft from four analysts [4] - Domestic store count was 6,537, slightly higher than the average estimate of 6,525 from four analysts [4] - Sales per average square foot were $87 thousand, compared to the average estimate of $88.94 thousand from three analysts [4] - Net Sales for Auto Parts were $4.38 billion, surpassing the average estimate of $4.32 billion from five analysts, marking a 5.3% increase year-over-year [4] - Net Sales for All Other categories reached $86.01 million, exceeding the average estimate of $83.26 million from five analysts, representing an 8.8% year-over-year change [4] - Domestic Commercial sales amounted to $1.27 billion, above the average estimate of $1.23 billion from four analysts, reflecting a 10.7% increase compared to the previous year [4] Stock Performance - AutoZone shares have returned +5.8% over the past month, outperforming the Zacks S&P 500 composite's +5.2% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Boot Barn reported revenue of $453.75 million for the quarter ended March 2025, reflecting a year-over-year increase of 16.8% [1] - The earnings per share (EPS) for the quarter was $1.22, up from $1.01 in the same quarter last year [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $458.18 million, resulting in a revenue surprise of -0.97% [1] - The EPS fell short of the consensus estimate of $1.24, leading to an EPS surprise of -1.61% [1] Performance Metrics - Boot Barn's same-store sales growth was 6%, which was below the four-analyst average estimate of 7.3% [4] - The company opened or acquired 21 stores, matching the average estimate based on two analysts [4] - The average store square footage at the end of the period was 11,183, slightly above the estimated 11,134 [4] - The total number of stores operating at the end of the period was 459, consistent with the two-analyst average estimate [4] - Total retail store square footage at the end of the period was 5.13 million, exceeding the average estimate of 5.11 million [4] Stock Performance - Boot Barn shares have returned +46.7% over the past month, significantly outperforming the Zacks S&P 500 composite's +9.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Financial Data and Key Metrics Changes - For the first quarter, the company reported revenue of over $1.4 billion, representing a 9.6% increase year-over-year, driven by a 2.4% increase in average unit volume and 7.1% store week growth [19][5] - The diluted earnings per share increased by 1% to $1.7, while restaurant margin dollars increased by 4.7% to $239 million [19][20] - Cash flow from operations was $238 million, with $221 million in cash at the end of the quarter [18] Business Line Data and Key Metrics Changes - Average weekly sales were $167,000 at Texas Roadhouse, $123,000 at Bubba's 33, and $71,000 at Jaggers, all showing positive same-store sales and traffic growth [13] - Same-store sales increased by 3.5% in the first quarter, with traffic growth of 1.1% and a 2.4% increase in average check [19] Market Data and Key Metrics Changes - The company opened eight company-owned restaurants in the first quarter, with plans to open approximately 30 company-owned restaurants this year [6][7] - Franchise openings are expected to include five international Texas Roadhouses and two domestic Jaggers [7] Company Strategy and Development Direction - The company aims to focus on delivering legendary food and service while navigating external economic factors [5] - The management emphasized the importance of maintaining operational excellence and community engagement as part of their long-term growth strategy [23] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in the current demand for their brands, despite external challenges such as tariffs and inflation [5][14] - The company anticipates a full-year commodity inflation of approximately 4%, influenced by updated expectations for beef costs and tariffs [16][89] Other Important Information - The company is implementing technology upgrades, with 65% of restaurants using a digital kitchen and 70% having a new guest management system [9][10] - The company celebrated the achievements of its top operators during the annual Managing Partner Conference, reinforcing its commitment to operational excellence [2][11] Q&A Session Summary Question: Pricing strategy in relation to inflation - Management confirmed a 3.1% price increase in Q1, which is expected to drop to 2.3% in the following quarters, indicating they are pricing below inflation [29][30] Question: Labor leverage and hours - Management clarified that labor hours grew at 35% of traffic growth, maintaining productivity despite challenges [37][38] Question: Restaurant margin performance - Management acknowledged a slight decline in restaurant profit dollars per week and emphasized the importance of monitoring this metric throughout the year [42][44] Question: Consumer behavior and sales trends - Management attributed sales fluctuations to weather conditions and noted a strong rebound in March, April, and May [68][69] Question: Franchise acquisitions and future plans - Management stated there are no immediate plans for further franchise roll-ups but maintains active dialogue with existing franchisees [135][137] Question: Bar menu relaunch and profitability - Management indicated that the bar menu changes were driven by consumer demand and are expected to enhance profitability [141][144]