We came across a bullish thesis on Victoria’s Secret & Co. on TickerTrends’s Substack. In this article, we will summarize the bulls’ thesis on VSCO. Victoria’s Secret & Co.'s share was trading at $59.22 as of February 10th. VSCO’s trailing and forward P/E were 29.01 and 23.36 respectively according to Yahoo Finance. Models Victorias Secret Clothing Stocks s_bukley / Shutterstock.com Victoria's Secret & Co. operates as a specialty retailer of women's intimate, and other apparel and beauty products worldw ...

智通财经记者 | 周芳颖 智通财经编辑 | 楼婍沁 图源：智通财经 图源：智通财经 GUESS母公司Authentic Brands Group（以下简称"Authentic"）向界面时尚确认了中国全线闭店消息，并表示正在进行中国市场战略调整，具体进展尚未披 露。 这意味着，GUESS在进入中国市场20年后正式按下发展暂停键。 但这次"退出"，与以往外资品牌因亏损撤场不同，它发生在股权结构剧烈变化之后。2026年初，Authentic完成对Guess？， Inc．的私有化交易，持有后者 51%知识产权，其余49%由原管理层持有。 近日，多位消费者收到短信称，美式时尚品牌GUESS因经营模式调整，全国所有线上线下店铺将在3月底前关闭。界面时尚通过天猫旗舰店客服亦确认将于 3月停止服务。多位线下门店店员也告诉界面时尚，将于3月底前陆续闭店，目前店内正以两折起清仓。 横向来看，同样承载美式基因的GAP与Forever 21，已经在中国市场走过一轮不同方向的重塑尝试。 GAP在被宝尊电商接手后没有退场重启，而是选择留下调整。它收缩折扣，优化门店模型，试图先把渠道秩序理顺。同时GAP正强化产品本地化与品类延 展，在"美 ...

2月27日，有多名网友在社交媒体发帖称，收到快时尚品牌GUESS的关店通知。通知称，GUESS因经营 模式调整，全国所有线上线下店铺将在3月底前关闭，GUESS未来将以全新模式深耕中国市场。 2月28 日，查询GUESS线上旗舰店时，店铺还有上百款不同季节的服装及包袋配饰在售，店铺公告显示，因 品牌经营模式与渠道战略调整，GUESS官方旗舰店将于2026年3月31日前正式关闭。关店前已付款订单 将正常发货、完成售后，未支付订单将在店铺关闭前通义关闭。店铺关闭后，在法定质保期与三包有效 期内的商品，仍可正常办理售后退换货及质量问题处理，品牌将持续提供服务。GUESS未来将以全新 模式深耕中国市场，后续官方渠道将另行公告，敬请期待。 ...

Key Takeaways Cracker Barrel to report fiscal Q2 on March 4, with consensus at a 10-cent loss vs $1.38 EPS a year ago.CBRL faces traffic down about 11%, with restaurant comps seen at -6.7% and revenues down 5.7% to $895.8M.Cracker Barrel's adjusted EBITDA is projected to drop 49.5% to $37.7M amid cost deleverage and inflation.Cracker Barrel Old Country Store, Inc. (CBRL) is scheduled to report second-quarter fiscal 2026 results on March 4, 2026.CBRL’s earnings beat the Zacks Consensus Estimate in three of t ...

Core Viewpoint - Abercrombie & Fitch is expected to report quarterly earnings of $3.56 per share, reflecting a slight decline of 0.3% year-over-year, while revenues are forecasted to increase by 5.3% to $1.67 billion [1] Earnings Estimates - The consensus EPS estimate for the quarter has been revised upward by 0.6% over the past 30 days, indicating analysts have reassessed their projections [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue and Sales Projections - Analysts estimate 'Net sales by brand family - Hollister' to reach $880.23 million, an increase of 8.4% from the previous year [5] - The estimate for 'Net sales by brand family - Abercrombie' is projected at $787.46 million, reflecting a 1.9% increase year-over-year [5] Store Metrics - The estimated total number of stores at the end of the period is 829, up from 789 a year ago [5] Comparable Store Sales - The average prediction for 'Comparable store sales - Total - YoY change' is 3.2%, down from 14.0% reported in the same quarter last year [6] - Analysts forecast 'Comparable store sales - Abercrombie - YoY change' at -0.9%, compared to 5.0% in the prior year [6] - For 'Comparable store sales - Hollister - YoY change', the estimate is 7.3%, significantly lower than the 24.0% from the previous year [7] Stock Performance - Over the past month, Abercrombie shares have gained 5.4%, contrasting with a -0.5% change in the Zacks S&P 500 composite [7] - Based on its Zacks Rank 3 (Hold), Abercrombie is expected to perform in line with the overall market in the upcoming period [7]

In its upcoming report, American Eagle Outfitters (AEO) is predicted by Wall Street analysts to post quarterly earnings of $0.71 per share, reflecting an increase of 31.5% compared to the same period last year. Revenues are forecasted to be $1.73 billion, representing a year-over-year increase of 7.9%.The current level reflects an upward revision of 60% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised the ...

Carter's (NYSE:CRI) Q4 2025 Earnings call February 27, 2026 08:30 AM ET Company ParticipantsDouglas C. Palladini - Director, President and CEOJay Sole - Managing DirectorJonathan Keypour - VP of Equity ResearchPaul Lejuez - Managing Director and Head of Consumer Discretionary ResearchRichard F. Westenberger - CFO and COOSean McHugh - VP and TreasurerConference Call ParticipantsChristopher Nardone - VP and Equity Research AnalystIke Boruchow - Managing Director and Senior Equity Consumer AnalystJim Chartier ...

Carter's (NYSE:CRI) Q4 2025 Earnings call February 27, 2026 08:30 AM ET Speaker6Welcome to Carter's fourth quarter fiscal 2025 earnings conference call. On the call are Doug Palladini, Chief Executive Officer and President, Richard Westenberger, Chief Financial Officer and Chief Operating Officer, and Sean McHugh, Treasurer. Please note that today's call is being recorded. I'll now turn the call over to Mr. McHugh.Speaker9Thank you. Good morning, everyone. We issued our fourth quarter 2025 earnings release ...

F O U R T H Q U A R T E R & F I S C A L Y E A R 2 0 2 5 B U S I N E S S U P D A T E F E B R U A R Y 2 7 , 2 0 2 6 F O U R T H Q U A R T E R 2 0 2 5 R E S U L T S G A A P B A S I S | $ in millions, except EPS | Q4 2025 | % of | Q4 2024 | % of | | | --- | --- | --- | --- | --- | --- | | | (14 weeks) | Net Sales | (13 weeks) | Net Sales | Change | | Net sales | $925 | | $860 | | 8% | | Gross profit | 400 | 43.2% | 411 | 47.8% | (3%) | | Royalty income, net | 4 | 0.4% | 4 | 0.5% | (5%) | | SG&A | 320 | 34.5% | ...

Core Insights - The 2025 Q4 earnings season has been positive, with strong growth and many companies exceeding expectations, highlighted by NVIDIA's release [1][7] Boot Barn (BOOT) Earnings - Boot Barn reported a 16% year-over-year sales increase and a 5.7% rise in same-store sales, indicating strong performance in existing stores while opening 25 new locations, bringing the total to 514 [2] - The company's gross margin improved to 39.9% from 39.3% year-over-year, reflecting positive margin expansion and strong post-earnings reaction [3] - Boot Barn holds a Zacks Rank 1 (Strong Buy) with bullish EPS expectations for FY26 [4] Palantir (PLTR) Earnings - Palantir's sales reached $1.4 billion, a 70% year-over-year increase, with U.S. sales growing 93% year-over-year to $1.1 billion [8] - The company closed over $4.2 billion in total contract value, up more than 130% from the previous year, and customer count surged 34% [9] - Despite some price action challenges, the fiscal year EPS outlook remains very bullish, with a Zacks Rank 2 (Buy) [10] Cardinal Health (CAH) Earnings - Cardinal Health achieved an 18.8% year-over-year sales increase and a 36.3% growth in adjusted EPS, marking a strong recovery after stagnation in 2024 [12] - Sales growth was broad-based, particularly in Pharmaceuticals and Specialty Solutions, which account for approximately 90% of total sales, growing 19% year-over-year [15] - The company raised its FY26 outlook, expecting adjusted EPS between $10.15 and $10.35, indicating a 24.5% year-over-year growth [16] Summary of Performance - Boot Barn, Palantir, and Cardinal Health all reported robust quarterly results and have favorable Zacks Ranks, indicating strong investment potential [17]