Core Insights - Pinterest's shares fell 22% in premarket trading due to disappointing fourth-quarter earnings attributed to tariff-related shocks [1] Financial Performance - Q4 revenue was reported at $1.32 billion, slightly below the LSEG consensus estimate of $1.33 billion [2] - Net income for the quarter decreased by 85%, dropping to $277 million from $1.85 billion the previous year [2] - Adjusted EBITDA was $541.5 million, falling short of the projected $550 million by analysts [2] Future Outlook - Pinterest anticipates first-quarter sales to range between $951 million and $971 million, which is below analysts' expectations of $980 million [3]

Core Insights - Procter & Gamble's stock has gained 10.5% in the past month, driven by its second-quarter fiscal 2026 results, which have renewed investor confidence [1][2][8] Stock Performance - The stock's 10.5% growth outperformed the Consumer Products - Staples industry (9.9%) and the Consumer Staples sector (9%), while also surpassing the S&P 500 index's decline of 0.8% [2] - Procter & Gamble's stock is currently trading at $160, which is 16.3% above its 52-week low of $137.62 and 11.1% below its 52-week high of $179.99 [6] - The stock has moved above its 50 and 200-day moving averages, indicating bullish sentiment [6] Financial Performance - In Q2 fiscal 2026, Procter & Gamble reported a 1% year-over-year sales growth, but earnings per share (EPS) remained flat due to margin contraction from higher costs [8][9] - The company anticipates 1-6% net EPS growth for fiscal 2026, with a core EPS guidance of flat to 4% growth compared to fiscal 2025's core EPS of $6.83 [11][15] - The core gross margin declined by 50 basis points year-over-year to 51.9%, while the reported gross margin fell by 120 basis points [12] Challenges - Elevated commodity and input costs are significantly impacting Procter & Gamble's gross margin profile, limiting margin expansion [12] - The company faces a $400 million headwind from tariffs, which adds pressure to sourcing and manufacturing costs [13][14] - Recent downward revisions in EPS estimates reflect concerns about the company's near-term earnings growth trajectory [17] Valuation - Procter & Gamble trades at a forward P/E ratio of 22.34X, which is higher than its competitors, including Kimberly-Clark (15.07X), BJ's Wholesale Club (21.27X), and Albertsons Companies (8.44X) [21][22] - The current valuation is below its five-year high of 26.67X but above the broader industry's multiple of 19.59X [21] Outlook - Despite recent stock momentum, the company's outlook suggests limited upside potential due to soft EPS performance and margin pressures [25]

Core Insights - ELF Beauty reported earnings that exceeded expectations, but revenue of $344 million fell short by $22 million compared to estimates, indicating a significant decline in performance [1] - Shares of ELF Beauty are currently down 16% following the earnings report, reflecting investor concerns over the revenue miss [1] - The company's guidance for both earnings and revenue is below current consensus estimates, suggesting potential challenges ahead [1] - ELF Beauty noted a decrease in gross margins by 165 basis points, attributed to increased tariffs impacting costs [1]

Core Insights - Oshkosh Corporation (OSK) reported first-quarter 2025 adjusted earnings of $1.92 per share, missing the Zacks Consensus Estimate of $2.02, and a decline from $2.89 in the same period last year [1] - Consolidated net sales fell 9.1% year over year to $2.31 billion, also missing the Zacks Consensus Estimate of $2.41 billion [1] Segmental Performance - **Access Segment**: Net sales declined 22.7% year over year to $957.1 million due to lower sales volume in North America and higher discounts, missing the Zacks Consensus Estimate of $993 million. Operating income fell 50.5% to $103.1 million, accounting for 10.8% of sales, also missing the estimate of $114 million [2] - **Defense Segment**: Net revenues declined 9.1% year over year to $463 million due to lower sales of tactical wheeled vehicles, missing the Zacks Consensus Estimate of $519 million. Operating income fell 95.5% year over year to $0.6 million, lagging the estimate of $14.12 million [3] - **Vocational Segment**: Net sales rose 12.2% year over year to $866.8 million, but lagged the Zacks Consensus Estimate of $873 million. Operating income surged 47.1% to $117.8 million, accounting for 13.6% of sales, surpassing the estimate of $115 million [4] Financial Overview - As of March 31, 2025, Oshkosh had cash and cash equivalents of $210.3 million, up from $204.9 million as of December 31, 2024. Long-term debt increased to $1.1 billion from $599.5 million as of December 31, 2024 [4] Dividend Declaration - Oshkosh declared a quarterly cash dividend of 51 cents per share, payable on May 30, 2025, to shareholders of record as of May 16, 2025 [5] 2025 Guidance - The company anticipates full-year 2025 adjusted earnings per share to be $11, with a net negative impact of about $1 per share from tariffs, partially offset by cost reductions of up to 50 cents per share [6] Zacks Rank - Oshkosh currently carries a Zacks Rank 4 (Sell). In comparison, Hesai Group (HSAI) has a Zacks Rank 1 (Strong Buy), and Standard Motor Products, Inc. (SMP) has a Zacks Rank 2 (Buy) [7]