Core Insights - Victoria's Secret & Co reported better-than-expected third-quarter financial results, with losses of 27 cents per share compared to the analyst consensus estimate of 59 cents per share, and quarterly sales of $1.472 billion exceeding the estimate of $1.410 billion [1] - The company raised its FY2025 adjusted EPS guidance from $1.80-$2.20 to $2.40-$2.65 and increased its sales guidance from $6.330 billion-$6.410 billion to $6.450 billion-$6.480 billion [2] - CEO Hillary Super highlighted a 9% increase in net sales year-over-year, driven by strong performance across Victoria's Secret, PINK, and Beauty, and expressed confidence in the company's outlook for the holiday season [3] Financial Performance - Quarterly losses were reported at 27 cents per share, beating the consensus estimate of 59 cents [1] - Quarterly sales reached $1.472 billion, surpassing the analyst consensus estimate of $1.410 billion [1] - Net sales increased by 9% compared to the previous year [3] Guidance Updates - FY2025 adjusted EPS guidance was raised to $2.40-$2.65 from $1.80-$2.20 [2] - FY2025 sales guidance was increased to $6.450 billion-$6.480 billion from $6.330 billion-$6.410 billion [2] Analyst Reactions - Telsey Advisory Group maintained a Market Perform rating and raised the price target from $45 to $50 [6] - UBS maintained a Buy rating and increased the price target from $46 to $60 [6] - Goldman Sachs maintained a Neutral rating and raised the price target from $32 to $47 [6]

Core Viewpoint - Victoria's Secret & Co is experiencing strong performance in Q3 and is gaining momentum heading into the holiday season, driven by higher full-price sales and improving customer demand across its brands and channels [1] Q3 Performance - Victoria's Secret reported an 8% same-store sales gain, exceeding expectations, with notable strength in both Victoria's Secret and PINK brands across North America and internationally, in stores and e-commerce [2] - The topline beat was attributed to a broader customer base and higher regular-price selling, which reduced promotional drag and improved gross margin above consensus [2] Black Friday Trends - Strong Black Friday store traffic, supported by a site-wide 40% discount, led to an upward revision of full-year guidance, with fiscal 2025 revenue forecast raised to $6.484 billion from $6.395 billion and EPS lifted to $2.65 from $2.10 [3] - Fiscal 2026 EPS is now projected at $2.80 [3] Strategic Initiatives - The "Path to Potential" strategy is highlighted as a key driver of results, focusing on four pillars: reasserting bra leadership, refocusing PINK, expanding beauty, and refining brand projection and go-to-market strategies [4][8] Product Innovation - North American bra sales grew in the mid-single digits, with successful new products like Body By Victoria FlexFactor and Very Sexy franchises [5] - PINK returned to growth with double-digit revenue gains, driven by apparel and a rebound in intimates following successful collaborations [5] Beauty Segment Opportunity - The beauty category is identified as an under-penetrated growth opportunity, valued near $1 billion in North America, with only about 40% of Victoria's Secret customers currently purchasing beauty products [6] - Management plans to scale this category and focus on giftable SKUs for the holiday season [6] Fourth-Quarter Outlook - Fourth-quarter revenue guidance is set at $2.17 billion to $2.20 billion, reflecting 4% to 6% growth, with a gross margin guide of 37.0% to 38.0% [7] - Inventory is expected to exit the fourth quarter up in the mid-teens, influenced by growth, tariffs, and a shift towards ocean freight [7] Market Position - The company is positioned to regain market share and margins through disciplined merchandising, stronger storytelling, and a growing customer base [8] Stock Performance - Victoria's Secret shares were up 1.29% at $49.68, trading near its 52-week high of $50.21 [9]

Core Viewpoint - Victoria's Secret & Co. shares are experiencing a significant moment as they test important resistance levels following strong earnings, indicating a potential breakout opportunity for investors [1]. Price Levels - Support levels indicate sufficient demand to absorb supply, leading to pauses in selloffs, while resistance levels indicate enough supply to halt rallies [2]. - The resistance level around $48.25 has been significant for Victoria's Secret since late 2022, marking a critical point for traders [3]. Market Dynamics - Resistance levels persist due to investors who regret buying at those levels and place sell orders when prices approach, creating a barrier to upward movement [5]. - The stock is currently at this resistance level, with the potential to break through if buyers can outpace sellers, which could lead to a price increase [6].

LOS ANGELES, Dec. 8, 2025 /PRNewswire/ -- Global luxury fashion retailer FWRD, part of REVOLVE Group, Inc. (NYSE: RVLV), continues to gain market share and strengthen its position as a leader in the luxury space. Expanding its leadership globally, FWRD announces Rosie Huntington-Whiteley as Fashion Director, who will lead fashion curation, merchandising, and seasonal strategy while bringing her elevated style and international recognition to further reinforce FWRD's position as a destination for curated, m ...

Core Insights - Lululemon (LULU) is expected to report quarterly earnings of $2.22 per share, reflecting a decline of 22.7% year-over-year, while revenues are forecasted to reach $2.49 billion, an increase of 3.8% compared to the previous year [1] Earnings Estimates - There have been no revisions in the consensus EPS estimate for the quarter over the last 30 days, indicating stability in analysts' forecasts [1][2] Revenue Projections - Analysts predict 'Net Revenue by Channel- E-commerce' to be $981.41 million, a 3.9% increase from the prior year [4] - 'Net Revenue by Channel- Company-operated stores' is estimated at $1.26 billion, reflecting a 4.2% year-over-year change [4] - 'Net Revenue by Channel- Other channels' is expected to reach $260.68 million, indicating an 8% increase from the previous year [5] - 'Net Revenue by Category- Accessories and other categories' is projected at $321.46 million, showing an 11% year-over-year growth [5] - 'Geographic Revenues- China Mainland' is forecasted to be $395.16 million, representing a significant increase of 24.1% [5] - 'Geographic Revenues- Rest of World' is estimated at $359.20 million, a 16.7% increase from the prior year [6] - 'Geographic Revenues- Americas' is expected to be $1.74 billion, reflecting a slight decline of 1.5% year-over-year [6] - 'Geographic Revenues- United States' is projected at $1.40 billion, indicating a decrease of 1.9% compared to the previous year [6] Store and Sales Metrics - Analysts estimate 'Total stores' to reach 798, up from 749 a year ago [7] - 'Total Gross Square Footage' is projected at 3,597 thousand square feet, an increase from 3,231 thousand square feet last year [7] - 'Total Comparable Sales (Change in constant dollars)' is expected to be 0.0%, down from 3.0% in the same quarter last year [7] - The consensus for 'Total Comparable Sales' is -0.6%, compared to 4.0% a year ago [8] Stock Performance - Over the past month, Lululemon shares have returned +14.4%, outperforming the Zacks S&P 500 composite's +1.2% change [8]

Core Insights - Stitch Fix is gaining market share by focusing on a client-centric and personalized shopping experience, which is attracting customers from competitors [3] - The company's net revenue increased by 7.3% year over year to $342.1 million in Q1 2026, although active clients decreased by 5.2% year over year to 2.3 million [3][4] - Stitch Fix has seen improvements in the active client growth rate for six consecutive quarters, with particular growth in the men's business [4] Financial Performance - Net revenue for Q1 2026 was $342.1 million, reflecting a 7.3% increase year over year [3] - Active clients remained steady at 2.3 million, but this represents a 5.2% decrease year over year, an improvement from a 7.9% decline in Q4 2025 [3][4] - Average order values increased by nearly 10% year over year, marking the ninth consecutive quarter of growth in this metric [4] Customer Experience Enhancements - The company has fundamentally reimagined its client experience, introducing features like Stitch Fix Vision and Stylist Connect to enhance customer engagement [6] - The new features are driving increased engagement, with new clients staying longer and spending more [6] - Stitch Fix plans to leverage AI tools to maintain momentum and achieve client growth, with tools like Vision and AI Style Assistant aiding customer interactions [5][6]

Core Insights - RPD Fund Management significantly reduced its stake in Abercrombie & Fitch Co. by selling 237,000 shares, leaving only 8,800 shares valued at approximately $752,840 at the end of the quarter [2][10][11] - Abercrombie & Fitch's stock price is currently at $94.87, reflecting a 37% decline over the past year, contrasting with a 13% increase in the S&P 500 during the same period [3][4] - Despite the reduction in stake, Abercrombie & Fitch reported record third-quarter net sales of $1.3 billion, a 7% increase, and an EPS of $2.36, which, although down year-over-year, exceeded internal expectations [10][11] Company Overview - Abercrombie & Fitch Co. is a global specialty retailer with a diverse brand portfolio, including Hollister and abercrombie kids, and operates through a multi-channel distribution strategy [6][9] - The company reported a total revenue of $5.2 billion and a net income of $522 million over the trailing twelve months (TTM) [4] - The market capitalization of Abercrombie & Fitch is approximately $4.4 billion [4] Market Context - The significant reduction in RPD's holdings may indicate a shift in focus rather than a reflection of Abercrombie & Fitch's fundamentals, raising questions about changing sentiment in the mid-market apparel sector [7][11] - The company's strategic initiatives include a mix of company-operated retail stores, e-commerce platforms, and third-party arrangements to drive sales [9]

Austin, Texas, Dec. 08, 2025 (GLOBE NEWSWIRE) -- Digital Brands Group, Inc. (NASDAQ:DBGI) (the “Company,” “Digital Brands Group” or “DBG”) today announced a new partnership with Aha (formerly HeadAI), an AI-powered influencer marketing platform with a global network of more than 50 million creators. The collaboration strengthens the Company’s technology roadmap and supports both its consumer brands and its expanding collegiate division. Digital Brands Group operates a multi-segment platform spanning lifesty ...

Core Insights - Three stocks have been added to the Zacks Rank 5 (Strong Sell) List, indicating a negative outlook for these companies Company Summaries - Acadia Realty Trust (AKR) is a self-managed equity REIT focused on the ownership, acquisition, redevelopment, and management of neighborhood and community shopping centers. The Zacks Consensus Estimate for its current year earnings has been revised 6% downward over the last 60 days [1] - Avantor (AVTR) is a global provider of mission-critical products and services to various industries, including biopharma, healthcare, education & government, and advanced technologies & applied materials. The Zacks Consensus Estimate for its current year earnings has been revised almost 5.3% downward over the last 60 days [2] - Carter's (CRI) is the largest marketer of branded apparel and related products for babies and young children in North America. The Zacks Consensus Estimate for its current year earnings has been revised almost 5.9% downward over the last 60 days [3]

Core Insights - Gap is entering a potentially challenging holiday season with confidence due to technology investments and effective inventory management [3] Technology Investments - The company is implementing robotic unloaders and advanced storage and retrieval systems in its fulfillment centers [4] - New consumer-facing AI tools and applications have been rolled out across design, planning, and operations, in partnership with Google Cloud [4] Inventory Management - Gap has focused on improving inventory management, tightening its unit purchasing approach for better flexibility and responsiveness to consumer demand [5] - The company reported nearly $2.5 billion in inventory as of November 1, which is a 5% increase year over year, attributed to higher costs from tariffs [6] Supply Chain Productivity - Supply chain productivity has increased by nearly 30% compared to previous years, driven by new AI and automation capabilities [8] - This enhancement allows the company to meet peak demand with greater speed, agility, and precision [8]