Core Viewpoint - Delota Corp. reported strong financial results for Q1 2026, achieving $10 million in revenue and positive Adjusted EBITDA of $351,000, marking the ninth consecutive quarter of positive Adjusted EBITDA and reflecting operational efficiencies and strategic growth initiatives [4][6][7]. Financial Highlights - Total revenue for Q1 2026 was $10,043,670, an increase from $9,883,883 in Q1 2025, representing a growth of approximately 1.6% [7][10]. - The gross profit margin for Q1 2026 was 36%, down from 40% in Q1 2025 [6][7]. - Positive Adjusted EBITDA for Q1 2026 was $351,800, compared to $105,366 in Q1 2025, indicating significant improvement [7][14]. - Revenue segmentation for Q1 2026 included: - Vape - B2C: $7.7 million - Vape - B2B: $1.4 million - Cannabis - B2C: $1.0 million [6][7]. Other Highlights - The company completed the early redemption of $900,000 in senior secured convertible debentures, enhancing its balance sheet [4][6]. - Delota has a customer base exceeding 300,000 registered accounts across its online and physical retail platforms [6][15]. - The company is focused on expanding its retail footprint and enhancing its e-commerce platform as part of its growth strategy [15].

Group 1 - The back-to-school season is approaching, leading to a peak in sales for various learning supplies and electronic products as students prepare for the new academic year [1][8] - In Guangxi's Hezhou City, bookstores are offering themed "back-to-school packages" to attract students and parents, showcasing a variety of stationery items [1][4] - In Henan's Zhengzhou, there is a notable increase in demand for 3C products, with sales rising by 30% since late August, as consumers flock to purchase mobile phones, laptops, and AI learning devices [6][4] Group 2 - The back-to-school shopping experience is enhanced by the creation of shopping streets that offer a one-stop solution for stationery, electronics, luggage, and glasses, catering to the needs of students [6][8] - Educational materials and extracurricular reading materials are also in high demand, with bookstores organizing resources by grade and subject for easier selection [4][8] - The overall consumer enthusiasm for back-to-school shopping is expected to continue as the school start date approaches, benefiting retailers significantly [8]

Canadian luxury retailer SSENSE to file for bankruptcy protection https://t.co/0FfcLJ4oOz ...

Core Insights - Burlington Stores, Inc. (BURL) reported strong second-quarter fiscal 2025 results, with revenues and earnings growing year over year and exceeding the Zacks Consensus Estimate [1][2] - The company achieved higher sales due to effective merchandising, supply-chain improvements, and store expansion efforts [1][4] - Management raised fiscal 2025 guidance for comparable store sales, total sales, adjusted EBIT margin, and adjusted EPS following robust second-quarter earnings [2][14] Financial Performance - Adjusted earnings per share (EPS) for the second quarter were $1.72, surpassing the Zacks Consensus Estimate of $1.27, and rose 39% from the previous year [3][4] - Total revenues reached $2,705.1 million, a 9.7% increase from the prior-year quarter, exceeding the Zacks Consensus Estimate of $2,639 million [4][9] - Comparable store sales increased by 5% year over year, outperforming the anticipated 1% rise [4][9] Margin Analysis - Gross margin improved to 43.7%, up 90 basis points from the second quarter of fiscal 2024, exceeding the estimated gross margin of 43.2% [5][6] - Merchandise margin increased by 60 basis points, supported by lower shortages and markdowns [5] - Adjusted selling, general and administrative (SG&A) expenses rose 9.7% year over year to $732.3 million, but as a percentage of net sales, it decreased to 26.7% [6] EBITDA and EBIT - Adjusted EBITDA increased by 25.4% year over year to $257 million, excluding $11 million of expenses related to bankruptcy-acquired leases [7] - Adjusted EBIT was $162 million, reflecting a 37.3% increase from the previous year [7] Balance Sheet Overview - As of the end of the reported quarter, Burlington Stores had cash and cash equivalents of $747.6 million, long-term debt of $2.02 billion, and stockholders' equity of $1.45 billion [8][9] - The company had $1.69 billion in liquidity, including $748 million in unrestricted cash and $946 million available under its asset-based lending (ABL) facility [8] Future Guidance - For the third quarter of fiscal 2025, total sales growth is expected to be between 5-7%, with comparable store sales projected to remain flat to up 2% year over year [11] - Adjusted EPS for the third quarter is anticipated to be between $1.50 and $1.60 [12] - For the fourth quarter, comparable store sales growth is expected to be flat to 2%, with total sales growth projected at 7-9% [13] - Fiscal 2025 guidance now anticipates total sales growth of 7-8% year over year, with comparable store sales expected to rise 1-2% [14][16]

I'm Yao Finance executive editor Brian Sazy and you're taking a look at a live shot of the opening bells on Wall Street on this Friday morning. I've been waiting to say Friday morning all week. ZTTK Sunshine ringing the bell at the New York Stock Exchange. Uh Keestar getting things popping over there at the NASDAQ. Uh, and look, it has been another week for the record books. While stocks are under little pressure this morning, the S&P 500 closed at a record high on Thursday and marked the index's 20th recor ...

Core Insights - The retail industry is undergoing a transformation where data infrastructure is shifting from a "cost center" to a "growth engine" [1] - Over 90% of enterprises believe that generative AI will enhance productivity, but traditional architectures face challenges such as data latency and system fragmentation [1][3] - A robust data foundation is essential for supporting real-time decision-making and AI applications in retail [4] Group 1: Industry Trends - Retail has moved from extensive traffic operations to deep user value exploration, with AI integrated across the entire supply chain [1] - The need for a data foundation that can handle "pulse-like surges" in traffic and serve as a "real-time decision engine" is critical [3][4] - The competition in retail is fundamentally about the capabilities of the data foundation, emphasizing the importance of ecosystem collaboration [5] Group 2: Technological Advancements - OceanBase's HTAP foundation has enabled companies like Haidilao to streamline their membership operations and achieve personalized recommendations [3] - The OB Cloud platform has reduced scaling time by 90% for companies like Pop Mart, allowing them to handle a hundredfold increase in traffic with high availability [3] - OB Cloud is focusing on deep integration of AI with databases, enhancing the understanding of unstructured data such as images and text [4] Group 3: Market Impact - OceanBase has served over 200 leading retail clients across various sectors, demonstrating the scalability of its solutions [4] - The global expansion of OB Cloud has reached over 50 regions, with a customer growth rate of 130%, showcasing the adaptability of Chinese technology [5] - The future of retail efficiency and innovation may be redefined as more companies adopt these transformative technologies [5]

Five things to know ahead of today's opening bell. Shares of industrial giant Caterpillar, they are down in the pre-market. The company says that tariff related costs will be higher than previously forecast.For 2025, CAT is now expecting a tariff hit of between 1.5% and$ 1.8% billion. That's up from its guidance earlier this month of up to$ 1.5% billion. Meanwhile, shares of retailer Gap, they're under pressure.retailer that has Gap and Outer Republic Old Navy brands all saw comp sales increase, but Athleti ...

Core Insights - The retail industry is facing dual challenges of fluctuating traffic and AI transformation, necessitating a stable and efficient data foundation for success [1][3] - OceanBase Cloud (OB Cloud) aims to deepen its presence in the new retail sector by providing integrated cloud database solutions [1][4] Industry Trends - The retail sector is shifting from broad traffic operations to deep user value exploration, with over 90% of companies believing that generative AI will enhance productivity [3] - Traditional architectures face issues such as data latency and system fragmentation, hindering real-time decision-making and AI innovation [3] Company Developments - OB Cloud has developed four core capabilities to address retail challenges: integration of transaction and analysis, multi-model data fusion, vectorized query for AI applications, and multi-cloud native deployment [4] - The platform has demonstrated significant performance improvements, such as a 90% reduction in scaling time for high traffic scenarios and a 45% increase in real-time computing power for member systems [4][5] Case Studies - Haidilao utilized OB Cloud to manage high concurrency in its membership system, achieving stable operations that support over 80% of its total revenue [4][6] - The integration of OB Cloud in Haidilao's inventory system allows for real-time stock calculations and proactive decision-making, reducing response time from days to minutes [5] AI Integration - OB Cloud is focusing on deep integration of AI with databases, enhancing capabilities to understand unstructured data such as images and text [6] - The platform enables features like visual search and intelligent recommendation systems, improving customer experience and operational efficiency [6] Market Position - OB Cloud has served over 200 leading retail enterprises, including Li Ning and Haidilao, and is becoming a key infrastructure for the digital transformation of the retail industry [6][7] - The company has established a global presence across more than 50 regions, with a customer growth rate of 130% [7] Research Insights - A white paper released at the conference highlights the transition of integrated cloud databases from cost centers to growth engines, emphasizing the need for businesses to focus on architecture design and AI capabilities [7]

What's happening to the stock of GAP this evening. After the close, the retail chain that also owns Old Navy, Banana Republic, and Athletic reported, but let's call it a mixed quarter. GAP posted a two-cent earnings beat off a 55cent basis.Revenue came in slightly weekly expected. Same store sales up just 1% some were looking for two. On the other hand, management looks like it's making real progress on the once aing banana republic.But then management also forecasted problems with President Trump's tariffs ...

Hi John. Yeah, so GAP earnings uh are out and it does look like shares are moving all over the place here. So for the quarter, GAP putting up an earnings beat of 57 cents.A street was looking for 55 cents. So that's a beat. Revenues missing slightly at 3.73% billion.The street was looking for 3.74% billion. Comparable sales, they did grow 1%, but that is about half of what the street was looking for. If you break down by brand, Banana Republic very strong, much more than expected at 4%.The street was lookin ...