Core Insights - Tapestry, Inc.'s omnichannel strategy enhances customer engagement and drives revenue growth and profitability through the integration of digital and physical retail channels [1][6] Financial Performance - In Q3 of fiscal 2025, direct-to-consumer sales increased by 9% year-over-year, with digital sales growing in the mid-teens and brick-and-mortar sales seeing mid-single-digit growth [2] - Total net sales reached $1,584.6 million, marking a 6.9% year-over-year increase and an 8% growth on a constant-currency basis [2] Customer Engagement - The omnichannel model improves customer experience and captures full-price demand across various touchpoints, particularly appealing to Gen Z consumers through innovative retail formats [3] - Tapestry acquired over 1.2 million customers in North America in Q3, with two-thirds being Gen Z and Millennials, indicating strong future lifetime value [5] Marketing Strategy - Marketing investments have increased to nearly 10% of sales, up from 3-4% pre-pandemic, focusing on effective media planning and emotional storytelling [4] Valuation Metrics - Tapestry is currently trading at a forward P/E multiple of 16.93X, which is lower than the Retail-Apparel and Shoes industry's average of 17.99X and the Retail-Wholesale sector's average of 24.97X [7] Stock Performance - Tapestry's shares have risen by 44.3% over the past three months, outperforming the Zacks industry growth of 25.5% and the S&P 500 index's growth of 18.2% during the same period [11] - The stock closed at $92.21, near its 52-week high of $93.48, and is trading above its 50 and 200-day SMAs of $80.65 and $67.92, respectively [14] Earnings Estimates - The Zacks Consensus Estimate for Tapestry's earnings has increased by seven cents to $5.05 per share for the current fiscal year, indicating a year-over-year growth of 17.7% [16]

For those looking to find strong Retail-Wholesale stocks, it is prudent to search for companies in the group that are outperforming their peers. Has FGI Industries Ltd. (FGI) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Retail-Wholesale peers, we might be able to answer that question.FGI Industries Ltd. is one of 204 companies in the Retail-Wholesale group. The Retail-Wholesale group currently sits at #12 within the Zacks Sector Rank. The ...

Company Performance - On Holding (ONON) closed at $52.60, reflecting a -3.24% change from the previous day, which is less than the S&P 500's daily loss of 0.07% [1] - Prior to the latest trading session, shares had decreased by 3.72%, underperforming the Retail-Wholesale sector's gain of 1.87% and the S&P 500's gain of 3.94% [1] Upcoming Financial Results - The company is expected to report an EPS of $0.24, representing a 50% increase from the same quarter last year [2] - Revenue is anticipated to reach $836.96 million, indicating a 33.35% increase compared to the prior year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $1.12 per share and revenue at $3.46 billion, reflecting changes of +1.82% and +31.3% respectively from the previous year [3] - Recent analyst estimate revisions suggest a positive outlook for the company's near-term business trends [3] Valuation Metrics - On Holding is currently trading at a Forward P/E ratio of 48.37, which is a premium compared to the industry average Forward P/E of 17.48 [6] - The company has a PEG ratio of 2.36, compared to the Retail - Apparel and Shoes industry average PEG ratio of 1.91 [7] Industry Context - The Retail - Apparel and Shoes industry is part of the Retail-Wholesale sector and holds a Zacks Industry Rank of 209, placing it in the bottom 16% of over 250 industries [8] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Core Insights - Urban Outfitters Inc. (URBN) reported record first-quarter sales of $1.33 billion for fiscal 2026, reflecting a year-over-year increase of 10.7% with all five brands achieving positive comparable sales [1][9] - The company's operating profit surged by 71.8% to $128.2 million, moving closer to its long-term goal of a 10% operating margin [1] Sales Performance - Free People led the sales growth with an 11% increase, driven by retail and wholesale gains, including a 3.1% rise in retail comparable sales and a 25.6% increase in wholesale revenue [2] - Nuuly, the apparel rental subscription service, added over 110,000 subscribers year-over-year, surpassing 380,000 subscribers, resulting in a 59.5% revenue increase for the brand [4] - Anthropologie achieved its 10th consecutive quarter of double-digit operating profit growth, supported by a 6.9% retail comparable sales increase [6] Brand Developments - The Urban Outfitters brand recorded a 2.1% global retail comparable sales increase, with a notable 14% gain in Europe, which offset a 4% decline in North America [7] - The company opened 43 new locations under Free People and FP Movement over the past year, with expectations of mid-single-digit retail comparable gains in the upcoming fiscal quarter [3] Financial Outlook - URBN projects high-single-digit sales growth for the fiscal second quarter, with an anticipated gross margin improvement of 50-100 basis points for the year [8] - The Zacks Consensus Estimate for URBN's earnings has been revised upward, indicating year-over-year growth of 22.2% for the current fiscal year and 9.9% for the next fiscal year [16] Stock Performance - URBN shares have rallied 40% in the past three months, outperforming the Zacks Retail-Apparel and Shoes industry's growth of 18.9% [10] - The stock is currently trading 6.8% below its 52-week high, with technical indicators suggesting a continued uptrend [11] Valuation Metrics - URBN is considered a compelling value play, trading at a forward 12-month price-to-sales ratio of 1.02, below the industry average of 1.77 [12]

Group 1: Stock Performance - On Holding (ONON) stock increased by 2.85% to $53.70, outperforming the S&P 500's daily gain of 0.48% [1] - Over the past month, shares of On Holding have decreased by 10.8%, while the Retail-Wholesale sector gained 3.33% and the S&P 500 gained 5.13% [1] Group 2: Upcoming Financial Results - On Holding is projected to report earnings of $0.24 per share, reflecting a year-over-year growth of 50% [2] - The consensus estimate for revenue is $836.96 million, indicating a 33.35% increase compared to the same quarter last year [2] Group 3: Full Year Estimates - Analysts expect earnings of $1.12 per share and revenue of $3.46 billion for the full year, representing changes of +1.82% and +31.3% respectively from the previous year [3] - Recent analyst estimate revisions indicate optimism about On Holding's business and profitability [3] Group 4: Valuation Metrics - On Holding has a Forward P/E ratio of 46.46, which is a premium compared to the industry average Forward P/E of 17.41 [5] - The company has a PEG ratio of 2.27, while the Retail-Apparel and Shoes industry has an average PEG ratio of 1.83 [6] Group 5: Industry Context - The Retail-Apparel and Shoes industry is part of the Retail-Wholesale sector and currently holds a Zacks Industry Rank of 197, placing it in the bottom 21% of over 250 industries [6][7] - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks [7]

Company Performance - Levi Strauss (LEVI) closed at $18.87, reflecting a +2.06% change from the previous day's closing price, outperforming the S&P 500 which saw a loss of 0.11% [1] - Over the last month, Levi Strauss shares increased by 8.19%, surpassing the Retail-Wholesale sector's gain of 2.53% and the S&P 500's gain of 5.17% [1] Upcoming Earnings - The upcoming earnings report for Levi Strauss is scheduled for July 10, 2025, with projected earnings of $0.14 per share, indicating a year-over-year decline of 12.5% [2] - Revenue for the same quarter is expected to be $1.37 billion, reflecting a 5.23% decrease from the previous year [2] Annual Estimates - For the annual period, Zacks Consensus Estimates predict earnings of $1.23 per share and revenue of $5.97 billion, representing declines of -1.6% and -6.11% respectively from the previous year [3] - Recent revisions to analyst forecasts for Levi Strauss are important as they indicate short-term business trends and can reflect analysts' outlook on the company's health and profitability [3] Valuation Metrics - Levi Strauss is currently trading at a Forward P/E ratio of 15.03, which is lower than the industry average Forward P/E of 17.38 [6] - The company has a PEG ratio of 1.74, compared to the Retail - Apparel and Shoes industry average PEG ratio of 1.94 [6] Industry Ranking - The Retail - Apparel and Shoes industry, which includes Levi Strauss, ranks 187 in the Zacks Industry Rank, placing it in the bottom 25% of over 250 industries [7] - Research indicates that industries in the top 50% of the Zacks Rank tend to outperform those in the bottom half by a factor of 2 to 1 [7]

Group 1 - Booking Holdings (BKNG) is a notable stock within the Retail-Wholesale sector, which consists of 204 individual stocks and currently holds a Zacks Sector Rank of 11 [2] - The Zacks Rank system focuses on earnings estimates and revisions, with Booking Holdings currently holding a Zacks Rank of 2 (Buy), indicating an improving earnings outlook as the consensus estimate for its full-year earnings has increased by 2% over the past 90 days [3] - Year-to-date, Booking Holdings has gained approximately 16.5%, significantly outperforming the average return of 4% for Retail-Wholesale companies [4] Group 2 - Booking Holdings is part of the Internet - Commerce industry, which includes 36 stocks and is currently ranked 64 in the Zacks Industry Rank, with an average gain of 6.6% year-to-date, indicating BKNG's superior performance [5] - In contrast, Urban Outfitters, another outperforming stock in the Retail-Wholesale sector, has returned 32.2% year-to-date, while its industry, Retail - Apparel and Shoes, has declined by 14.9% [4][6] - Investors in the Retail-Wholesale sector should monitor both Booking Holdings and Urban Outfitters for their strong performance trends [6]

Core Insights - Urban Outfitters (URBN) is currently rated as a 1 (Strong Buy) by Zacks, while Deckers (DECK) holds a 4 (Sell) rating, indicating a more favorable investment outlook for URBN [3] - URBN has a forward P/E ratio of 14.25 and a PEG ratio of 1.19, suggesting it is undervalued compared to DECK, which has a forward P/E of 16.83 and a PEG ratio of 6.19 [5][6] - The P/B ratio for URBN is 2.69, significantly lower than DECK's P/B of 6.16, further supporting URBN's position as the superior value option [6][7] Valuation Metrics - URBN's forward P/E ratio of 14.25 indicates a more attractive valuation compared to DECK's 16.83 [5] - The PEG ratio for URBN is 1.19, while DECK's is 6.19, highlighting URBN's better earnings growth potential relative to its price [5] - URBN's P/B ratio of 2.69 contrasts with DECK's 6.16, suggesting URBN is more aligned with traditional value metrics [6] Investment Outlook - The solid earnings outlook for URBN, combined with its favorable valuation metrics, positions it as a more attractive investment compared to DECK [7]

Core Viewpoint - Levi Strauss (LEVI) has consistently beaten earnings estimates and is well-positioned for future earnings reports, particularly with a recent average surprise of 19.94% over the last two quarters [1][2]. Earnings Performance - For the last reported quarter, Levi Strauss achieved earnings of $0.38 per share, surpassing the Zacks Consensus Estimate of $0.28 per share, resulting in a surprise of 35.71% [2]. - In the previous quarter, the company was expected to post earnings of $0.48 per share but delivered $0.50 per share, yielding a surprise of 4.17% [2]. Earnings Estimates and Predictions - Recent estimates for Levi Strauss have been increasing, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8]. - The current Earnings ESP for Levi Strauss is +2.94%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [8]. Zacks Rank and Success Rate - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high probability of another earnings beat, with historical data indicating that stocks with this combination beat consensus estimates nearly 70% of the time [6][8]. Importance of Earnings ESP - The Earnings ESP metric compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]. - A negative Earnings ESP reduces predictive power but does not necessarily indicate an earnings miss [9].

Group 1 - Canada Goose is part of the Retail-Wholesale sector, which includes 209 individual stocks and currently holds a Zacks Sector Rank of 10 [2] - Canada Goose has a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimates and revisions, with a 2.9% increase in the consensus estimate for full-year earnings over the past quarter [3] - Year-to-date, Canada Goose has returned approximately 16%, significantly outperforming the average gain of 2.6% for the Retail-Wholesale group [4] Group 2 - Canada Goose belongs to the Retail - Apparel and Shoes industry, which consists of 39 companies and currently ranks 187 in the Zacks Industry Rank, with an average loss of 15.2% for the industry this year [6] - Sportsman's Warehouse, another stock in the Retail-Wholesale sector, has returned 23.8% year-to-date and also holds a Zacks Rank of 2 (Buy) [4][5] - Investors should continue to monitor Canada Goose and Sportsman's Warehouse for their strong performance in the Retail-Wholesale sector [7]