Q3 Fiscal 2025 THIRD QUARTER RESULTS November 20, 2025 FORWARD LOOKING STATEMENTS These materials and related earnings press release and conference call contain forward -looking statements within the "safe harbo r" provisions of the Private Securities Litigation Reform Act of 1995. All statements other than those that are purely historical are forward -looking statements. Forwar d-looking statements include statements identified as such in our November 20, 2025, earnings press release. Because these forward ...

Shares of Gap Inc. rallied after hours on Thursday after the clothing chain offered a more upbeat full-year outlook, saying that strong momentum in most of its stores has set it up well for the holida... ...

Gap beat Wall Street expectations for third-quarter comparable sales on Thursday, helped by strong marketing-driven demand for its Old Navy and Banana Republic brand apparel despite economic uncertain... ...

Apparel retailer Gap said Thursday its comparable sales rose 5% during the fiscal third quarter, driven by strong revenue at its namesake brand after its viral "Better in Denim" campaign with girl group Katseye. Putting aside pandemic-related spikes, the rise in comparable sales is the strongest growth for Gap since its fiscal 2017 holiday quarter and is well ahead of Wall Street expectations of 3.1%, according to StreetAccount. In an interview with CNBC, CEO Richard Dickson said the company hasn't needed t ...

Core Insights - Gap Inc. reported a 3% increase in net sales year-over-year, reaching $3.9 billion, and a 5% increase in comparable sales, marking the seventh consecutive quarter of positive growth [1][8] - The gross margin was 42.4%, exceeding expectations, although it decreased by 30 basis points compared to the previous year [1][8] - The company raised its fiscal 2025 net sales growth outlook to the high end of the prior guidance range, reflecting confidence in performance leading into the holiday season [2][11] Financial Performance - Net sales for the third quarter were $3.9 billion, up 3% from $3.83 billion in the same quarter last year [8][24] - Comparable sales increased by 5% year-over-year, with store sales also up by 3% [8][24] - Online sales represented 40% of total net sales, increasing by 2% compared to the previous year [8] Brand Performance - Old Navy's net sales were $2.3 billion, up 5%, with comparable sales increasing by 6% [5] - Gap's net sales reached $951 million, a 6% increase, with comparable sales up 7% for the eighth consecutive quarter [6] - Banana Republic reported net sales of $464 million, down 1%, but with comparable sales up 4% [7] Operating Metrics - Operating income was $334 million, resulting in an operating margin of 8.5% [8][24] - The effective tax rate was 30%, with net income reported at $236 million and diluted earnings per share at $0.62 [8][24] Cash Flow and Capital Expenditures - The company ended the quarter with cash and cash equivalents of $2.5 billion, a 13% increase from the prior year [8] - Year-to-date free cash flow was $280 million, down from $540 million in the previous year [28] Fiscal 2025 Outlook - The company anticipates net sales growth of 1.7% to 2.0% for the full fiscal year, up from a previous range of 1.0% to 2.0% [11] - Operating margin is expected to be approximately 7.2%, including an estimated net tariff impact of 100-110 basis points [11]

Core Insights - Guess (GES) is expected to report quarterly earnings of $0.23 per share, a decline of 32.4% year-over-year, with revenues projected at $774 million, reflecting a 4.8% increase compared to the previous year [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1][2] Revenue Estimates - Analysts forecast 'Net revenue- Americas Retail' to reach $173.61 million, indicating a year-over-year change of +0.5% [3] - The consensus estimate for 'Net revenue- Americas Wholesale' is $103.39 million, suggesting a year-over-year change of +4.6% [4] - 'Net revenue- Asia' is expected to be $63.72 million, reflecting a year-over-year decline of -2.7% [4] - 'Net revenue- Europe' is projected at $391.40 million, indicating a year-over-year increase of +6.2% [4] - The average prediction for 'Net revenue- Licensing' stands at $35.00 million, showing a change of +6% from the year-ago quarter [5] Stock Performance - Guess shares have experienced a +0.5% change in the past month, contrasting with the Zacks S&P 500 composite's -0.3% movement [5] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [5]

Fashion retailer Primark is aiming for renewed growth in Germany with smaller, targeted locations, as reported by Reuters citing sales director for Germany and Austria, Sandra Luxem-Bremen. The news comes as the Associated British Foods’ business unit opened its first new store in five years on 19 November 2025, with plans to open two further sites. Primark’s German expansion seeks to counter falling sales in the country, which contributed to a 1% drop in Primark’s Northern Europe revenue in the financia ...

Core Viewpoint - The Gap, Inc. is experiencing a positive shift in analyst sentiment, reflected in the rising price targets and strong performance indicators despite challenges in the retail sector [2][3][6] Financial Performance - The average price target for The Gap, Inc. has increased from $26.42 to $30 over the past year, indicating growing optimism among analysts [3][6] - The company has outperformed the S&P 500 with a total return of 56% since November 2023, showcasing its resilience in a challenging market [3][6] - The company is expected to potentially exceed earnings expectations in its upcoming quarterly report, driven by strong performance indicators [5][6] Analyst Sentiment - Recent trends show a positive shift in analyst price targets, with the average target rising from $25 to $30 in the last month [2] - However, UBS analyst Jay Sole has set a more cautious price target of $26, citing ongoing challenges such as tariffs and a contracting valuation multiple [4]

Core Viewpoint - Boot Barn (BOOT) has experienced a bearish trend recently, losing 7% over the past week, but the formation of a hammer chart pattern suggests a potential trend reversal as buying interest may be increasing [1][2]. Technical Analysis - The hammer chart pattern indicates a potential bottoming out, with a small candle body and a long lower wick, suggesting that bears may be losing control over the price [4][5]. - This pattern typically forms during a downtrend when the stock opens lower, makes a new low, but then finds support and closes near its opening price, indicating a possible shift in momentum [4][5]. Fundamental Analysis - There is rising optimism among Wall Street analysts regarding Boot Barn's future earnings, which supports the likelihood of a trend reversal [2][7]. - Over the last 30 days, the consensus EPS estimate for Boot Barn has increased by 7.8%, indicating that analysts expect better earnings than previously predicted [8]. - Boot Barn currently holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which historically outperform the market [9][10].

Core Insights - J.Jill has appointed Viv Rettke as the chief growth officer to enhance the performance of the direct-to-consumer channel and lead a comprehensive growth strategy [1][2] - Rettke brings extensive experience from her previous roles at Cole Haan and Reebok, focusing on brand transformation and digital sales [3][4] - The company aims to leverage data analytics and AI to achieve sustainable and profitable growth while expanding its customer base [6] Company Overview - J.Jill operates in the apparel sector, catering primarily to middle-aged and older women, with a total of 249 stores and an e-commerce platform [7] - The retailer has gained popularity as consumers return to office work post-pandemic, indicating a potential growth opportunity in the market [7] Leadership and Strategy - Viv Rettke will report directly to CEO Mary Ellen Coyne, who emphasizes Rettke's proven track record in accelerating business growth [2] - The new role will involve aligning brand, marketing, and sales channels to unlock new efficiencies and market opportunities [1][2]