Core Viewpoint - Xponential Fitness reported quarterly earnings of $0.26 per share, exceeding the Zacks Consensus Estimate of $0.19 per share, and showing a significant improvement from a loss of $0.03 per share a year ago, indicating a positive earnings surprise of +36.84% [1] Financial Performance - The company posted revenues of $76.21 million for the quarter ended June 2025, which was a slight miss compared to the Zacks Consensus Estimate by 1.23%, and a decrease from year-ago revenues of $76.52 million [2] - Over the last four quarters, Xponential Fitness has surpassed consensus EPS estimates only once, while it has topped consensus revenue estimates three times [2] Stock Performance - Xponential Fitness shares have declined approximately 23.3% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.22 on revenues of $80.08 million, and for the current fiscal year, it is $0.50 on revenues of $318.8 million [7] - The trend of estimate revisions for Xponential Fitness was unfavorable prior to the earnings release, which may impact future stock movements [6] Industry Context - The Leisure and Recreation Services industry, to which Xponential Fitness belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, suggesting potential challenges for the stock's performance [8]

Core Insights - Airbnb, Inc. reported quarterly earnings of $1.03 per share, exceeding the Zacks Consensus Estimate of $0.93 per share, and up from $0.86 per share a year ago, representing an earnings surprise of +10.75% [1] - The company generated revenues of $3.1 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.01%, compared to $2.75 billion in the same quarter last year [2] - Airbnb has outperformed consensus revenue estimates four times over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.26 on revenues of $4.04 billion, and for the current fiscal year, it is $4.20 on revenues of $12.06 billion [7] - The trend of estimate revisions for Airbnb was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Leisure and Recreation Services industry, to which Airbnb belongs, is currently ranked in the bottom 22% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Group 1 - PIGEON CORP (PGENY) is part of the Consumer Discretionary group, which ranks 10 among 16 groups in the Zacks Sector Rank [2] - The Zacks Rank system indicates that PIGEON CORP has a Zacks Rank of 2 (Buy), suggesting a favorable outlook for the stock [3] - PIGEON CORP has seen a 39.6% return year-to-date, significantly outperforming the Consumer Discretionary sector average return of 5.8% [4] Group 2 - PIGEON CORP belongs to the Consumer Products - Discretionary industry, which is currently ranked 67 in the Zacks Industry Rank, while this industry has an average loss of 10.2% year-to-date [6] - Another stock in the Consumer Discretionary sector, Planet Fitness (PLNT), has returned 10.5% year-to-date and has a Zacks Rank of 2 (Buy) [5][7] - The Leisure and Recreation Services industry, which includes Planet Fitness, is ranked 195 and has increased by 5.7% this year [7]

Company Overview - Madison Square Garden (MSGS) is expected to report a year-over-year decline in earnings, with a projected loss of $0.37 per share, reflecting a change of -134.9% compared to the previous year [3] - Revenues for the upcoming quarter are anticipated to be $149.62 million, down 34.2% from the same quarter last year [3] Earnings Expectations - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from covering analysts [4] - The Most Accurate Estimate for Madison Square Garden is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -74.54%, suggesting a bearish sentiment among analysts [12] Historical Performance - In the last reported quarter, Madison Square Garden was expected to post earnings of $1.48 per share but instead reported a loss of -$0.59, leading to a surprise of -139.86% [13] - Over the last four quarters, the company has beaten consensus EPS estimates only two times [14] Industry Context - In comparison, United Parks & Resorts (PRKS), another player in the Leisure and Recreation Services industry, is expected to post earnings of $1.79 per share, indicating a year-over-year change of +19.3% [18] - United Parks & Resorts' revenue is projected to be $500.45 million, up 0.6% from the previous year, but it also has a negative Earnings ESP of -3.08% and a Zacks Rank of 5, indicating challenges in beating consensus estimates [19][20]

Group 1 - Walt Disney (DIS) is a notable stock within the Consumer Discretionary sector, which consists of 255 companies and currently ranks 9 in the Zacks Sector Rank [2] - The Zacks Rank system indicates that Walt Disney has a Zacks Rank of 2 (Buy), with a consensus estimate for full-year earnings increasing by 5.9% over the past quarter, reflecting improved analyst sentiment [3] - Year-to-date, Walt Disney has returned 7.2%, outperforming the average return of 6.8% for the Consumer Discretionary sector [4] Group 2 - Walt Disney is categorized under the Media Conglomerates industry, which includes 17 companies and is currently ranked 182 in the Zacks Industry Rank; this industry has seen an average gain of 8% this year, indicating that DIS is slightly underperforming its industry [5] - Another stock in the Consumer Discretionary sector, OneSpaWorld (OSW), has performed better with a year-to-date return of 12.3% and a Zacks Rank of 2 (Buy) [4][5] - The Leisure and Recreation Services industry, to which OneSpaWorld belongs, is ranked 177 and has increased by 7% this year [6]

Core Insights - Life Time Group Holdings, Inc. (LTH) reported quarterly earnings of $0.37 per share, exceeding the Zacks Consensus Estimate of $0.33 per share, and up from $0.25 per share a year ago, representing an earnings surprise of +12.12% [1] - The company achieved revenues of $761.47 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.27% and increasing from $667.76 million year-over-year [2] - Life Time Group Holdings shares have increased approximately 29.3% year-to-date, significantly outperforming the S&P 500's gain of 7.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $769.91 million, and for the current fiscal year, it is $1.32 on revenues of $2.97 billion [7] - The estimate revisions trend for Life Time Group Holdings was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Leisure and Recreation Services industry, to which Life Time Group Holdings belongs, is currently ranked in the bottom 29% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [5]

Financial Performance - Marriott Vacations Worldwide reported quarterly earnings of $1.96 per share, exceeding the Zacks Consensus Estimate of $1.72 per share, and up from $1.1 per share a year ago, representing an earnings surprise of +13.95% [1] - The company posted revenues of $1.25 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.85%, compared to $1.14 billion in the same quarter last year [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.69 on revenues of $1.33 billion, and for the current fiscal year, it is $6.66 on revenues of $5.1 billion [7] - The estimate revisions trend for Marriott Vacations Worldwide was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Leisure and Recreation Services industry, to which Marriott Vacations Worldwide belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Investors interested in Consumer Discretionary stocks should always be looking to find the best-performing companies in the group. Has Carnival (CCL) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Discretionary sector should help us answer this question. Carnival is a member of our Consumer Discretionary group, which includes 255 different companies and currently sits at #10 in the Zacks Sector Rank. The Zacks Sector Ran ...

Core Viewpoint - AMC Entertainment has been trending in stock searches, prompting analysis of factors influencing its stock performance in the near future [1]. Earnings Estimate Revisions - AMC is expected to report a loss of $0.04 per share for the current quarter, reflecting a year-over-year improvement of +90.7% [5]. - The consensus earnings estimate for the current fiscal year is -$0.57, indicating a change of +55.5% from the previous year [5]. - For the next fiscal year, the consensus estimate is $0.29, showing a change of +50.2% from the prior year [6]. - The Zacks Rank for AMC is 3 (Hold), indicating a neutral outlook based on earnings estimate revisions [7]. Revenue Growth Forecast - The consensus sales estimate for the current quarter is $1.35 billion, representing a year-over-year increase of +30.8% [11]. - For the current fiscal year, the sales estimate is $4.92 billion, indicating a growth of +6% [11]. - The next fiscal year's sales estimate is $5.2 billion, reflecting a change of +5.9% [11]. Last Reported Results and Surprise History - In the last reported quarter, AMC generated revenues of $862.5 million, a decrease of -9.3% year-over-year [12]. - The EPS for the same period was -$0.58, compared to -$0.78 a year ago [12]. - AMC surpassed consensus revenue estimates three times and EPS estimates two times over the last four quarters [13]. Valuation - AMC is graded C on the Zacks Value Style Score, indicating it is trading at par with its peers [17]. - Valuation multiples such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF) are essential for assessing whether the stock is fairly valued [15][16].

Core Insights - Lindblad Expeditions reported a quarterly loss of $0.18 per share, better than the Zacks Consensus Estimate of a loss of $0.29, and improved from a loss of $0.48 per share a year ago, resulting in an earnings surprise of +37.93% [1] - The company achieved revenues of $167.95 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 5.27% and up from $136.5 million year-over-year [2] - Lindblad Expeditions has surpassed consensus EPS estimates three times over the last four quarters and topped revenue estimates four times in the same period [2] Earnings Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.23 on revenues of $231.04 million, while for the current fiscal year, the estimate is -$0.36 on revenues of $741.39 million [7] Industry Context - The Leisure and Recreation Services industry, to which Lindblad Expeditions belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Lindblad's stock performance [5][6]