Company Performance - Boot Barn reported quarterly earnings of $1.22 per share, missing the Zacks Consensus Estimate of $1.24 per share, but showing an increase from $1.01 per share a year ago, representing an earnings surprise of -1.61% [1] - The company posted revenues of $453.75 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 0.97%, compared to year-ago revenues of $388.46 million [2] - Over the last four quarters, Boot Barn has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Performance - Boot Barn shares have lost about 11% since the beginning of the year, while the S&P 500 has gained 0.1% [3] - The current Zacks Rank for Boot Barn is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is $1.48 on revenues of $487.67 million, and for the current fiscal year, it is $6.73 on revenues of $2.19 billion [7] - The outlook for the Retail - Apparel and Shoes industry, where Boot Barn operates, is currently in the bottom 38% of over 250 Zacks industries, which may impact the stock's performance [8]

Core Viewpoint - Urban Outfitters Inc. (URBN) is identified as a compelling value play in the Retail-Apparel and Shoes industry, trading at a forward price-to-earnings ratio of 10.99, which is below the industry average of 15.74 and the Retail-Wholesale sector average of 23.01, indicating potential for investors seeking attractive entry points [1][2] Valuation Perspective - URBN's shares are currently trading 15.3% below its 52-week high of $61.16, reached on March 3, 2025, while the stock has gained 32% in the past six months, outperforming the industry's decline of 10.2% [4] - The company closed the trading session at $51.82, trading above its 50 and 200-day simple moving averages of $51.33 and $46.53, respectively, indicating a continued uptrend and positive market sentiment [7][8] Performance Across Segments - In the fourth quarter of fiscal 2025, Urban Outfitters achieved strong sales growth in its Retail segment, with comparable sales rising across all brands, particularly Anthropologie, which recorded an 8.3% year-over-year growth driven by digital sales [9] - The Wholesale segment also performed well, with Free People Wholesale emphasizing full-price selling, leading to a significant increase in profitability, and FP Movement Wholesale sales surging over 90% year-over-year [11] - The rental subscription platform, Nuuly, saw net sales rise 78.4% year-over-year, with subscription revenues climbing 55.6%, and it achieved its first full year of profitability with $13 million in operating profit [12][13] Strategic Expansion - Urban Outfitters is focused on expanding its physical retail presence, planning to open 58 stores in fiscal 2026, including 20 FP Movement locations, 16 Free People stores, and 15 Anthropologie sites [14][15] - The company aims to scale FP Movement to 300 stores across North America, supported by strong brand momentum and sound financial results [17] Challenges - The core Urban Outfitters brand is facing challenges, with a 3.5% year-over-year decline in retail segment comps for the fiscal fourth quarter, particularly in North America where sales trends are weak [18] - Rising selling, general and administrative (SG&A) expenses increased 8.6% year-over-year to $402.4 million, primarily due to higher marketing costs and payroll expenses, with expectations for SG&A expenses to grow 7.1% to $1.56 billion in fiscal 2026 [19] Investment Outlook - Despite challenges with the core brand and rising operational costs, URBN presents potential investment opportunities due to its attractive valuation and growth in brands like Free People and Nuuly, along with strategic initiatives suggesting a positive long-term outlook [20][21]

Allbirds, Inc. (BIRD) came out with a quarterly loss of $2.73 per share versus the Zacks Consensus Estimate of a loss of $3.85. This compares to loss of $3.60 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 29.09%. A quarter ago, it was expected that this company would post a loss of $3.52 per share when it actually produced a loss of $3.23, delivering a surprise of 8.24%.Over the last four quarters, the company has surpassed ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Urban Outfitters (URBN) , which belongs to the Zacks Retail - Apparel and Shoes industry.When looking at the last two reports, this clothing and accessories retailer has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 23.13%, on average, in the last two quarters.For the most recent quarter, Urban Outfitters was e ...

Tapestry (TPR) came out with quarterly earnings of $1.03 per share, beating the Zacks Consensus Estimate of $0.89 per share. This compares to earnings of $0.81 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 15.73%. A quarter ago, it was expected that this maker of high-end shoes and handbags would post earnings of $1.74 per share when it actually produced earnings of $2, delivering a surprise of 14.94%.Over the last four quar ...

Group 1: Stock Performance - Canada Goose (GOOS) closed at $8.30, with a +0.97% change from the previous day, outperforming the S&P 500's gain of 0.44% [1] - The stock has increased by 19.48% over the past month, surpassing the Retail-Wholesale sector's gain of 9.15% and the S&P 500's gain of 10.62% [1] Group 2: Upcoming Earnings - Canada Goose is set to announce its earnings on May 21, 2025, with analysts expecting earnings of $0.16 per share, reflecting a year-over-year growth of 14.29% [2] - The consensus estimate anticipates revenue of $262.86 million, indicating a 1.02% decline from the same quarter last year [2] Group 3: Analyst Estimates - Recent changes to analyst estimates for Canada Goose indicate positive sentiment towards the company's business operations and profit generation capabilities [3] Group 4: Zacks Rank and Performance - Canada Goose currently holds a Zacks Rank of 2 (Buy), with the Zacks Consensus EPS estimate having increased by 1.18% in the past month [5] - The Zacks Rank system has a strong track record, with 1 stocks averaging an annual return of +25% since 1988 [5] Group 5: Valuation Metrics - Canada Goose is trading at a Forward P/E ratio of 9.56, which is below the industry average of 13.81 [6] - The company has a PEG ratio of 0.64, compared to the Retail-Apparel and Shoes industry's average PEG ratio of 1.4 [6] Group 6: Industry Context - The Retail-Apparel and Shoes industry ranks in the bottom 40% of all industries, with a current Zacks Industry Rank of 149 [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Company Performance - American Eagle Outfitters (AEO) ended the recent trading session at $11.17, showing a +1.27% change from the previous day's closing price, outperforming the S&P 500 which gained 0.44% [1] - The company's shares have increased by 14.3% over the last month, surpassing the Retail-Wholesale sector's gain of 9.15% and the S&P 500's gain of 10.62% [1] Earnings Projections - The upcoming EPS for American Eagle Outfitters is projected at $0.11, indicating a 67.65% decline compared to the same quarter last year [2] - The consensus estimate for revenue is $1.08 billion, reflecting a 5.35% decrease from the equivalent quarter last year [2] - Full-year Zacks Consensus Estimates predict earnings of $1.49 per share and revenue of $5.22 billion, representing year-over-year changes of -14.37% and -1.98%, respectively [3] Analyst Estimates and Rankings - Recent changes in analyst estimates for American Eagle Outfitters are crucial as they indicate shifting near-term business trends, with positive revisions suggesting optimism about the company's outlook [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks American Eagle Outfitters as 4 (Sell), with a 0.67% decline in the Zacks Consensus EPS estimate over the past month [6] Valuation Metrics - American Eagle Outfitters is trading at a Forward P/E ratio of 7.42, which is a discount compared to the industry average Forward P/E of 13.81 [7] - The company has a PEG ratio of 0.79, while the average PEG ratio for the Retail - Apparel and Shoes industry is 1.4 [7] Industry Context - The Retail - Apparel and Shoes industry is part of the Retail-Wholesale sector and currently holds a Zacks Industry Rank of 149, placing it in the bottom 40% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Company Performance - On Holding (ONON) closed at $48.20, reflecting a -1.41% change from the previous day, underperforming the S&P 500, which fell by 0.77% [1] - Over the past month, shares of On Holding have increased by 19.33%, surpassing the Retail-Wholesale sector's gain of 9.54% and the S&P 500's gain of 11.54% [1] Upcoming Earnings Report - On Holding is set to release its earnings report on May 13, 2025, with an expected EPS of $0.24, indicating a 36.84% decrease from the same quarter last year [2] - The consensus estimate for revenue is $773.88 million, representing a 33.1% increase from the prior-year quarter [2] Fiscal Year Estimates - For the entire fiscal year, Zacks Consensus Estimates predict earnings of $1.19 per share and revenue of $3.39 billion, reflecting changes of +8.18% and +28.48% respectively from the previous year [3] - Analysts' estimate revisions are crucial as they indicate the evolving nature of business trends, with positive revisions suggesting optimism about the company's profitability [3] Valuation Metrics - On Holding currently has a Forward P/E ratio of 41.08, which is significantly higher than the industry average Forward P/E of 13.78 [6] - The company's PEG ratio stands at 1.96, compared to the industry average PEG ratio of 1.43 [6] Industry Context - The Retail - Apparel and Shoes industry, which includes On Holding, has a Zacks Industry Rank of 186, placing it in the bottom 25% of over 250 industries [7] - Historically, the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Deckers Outdoor Corporation (DECK) is trading at a price-to-earnings (P/E) multiple well above the Zacks Retail-Apparel and Shoes industry average. DECK’s forward 12-month P/E ratio sits at 18.15, higher than the industry’s average of 15.39.DECK Looks Expensive From Valuation Standpoint Image Source: Zacks Investment Research This premium positioning is especially notable when compared with peers such as Boot Barn Holdings, Inc. (BOOT) , which has a forward 12-month P/E of 16.36; Skechers U.S.A., Inc. (SKX) ...

The market expects On Holding (ONON) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 13, 2025, might help the stock move higher if these key numbers are bette ...