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American Eagle Lifts Q4 Outlook as Holiday Momentum Powers Sales
ZACKS· 2026-01-13 17:15
Key Takeaways AEO raised Q4 operating income guidance to nearly $167M-$170M, assuming comparable sales growth of 8%-9%.AEO posted high single-digit comps growth through Jan. 3, with strong contribution from stores and digital.AEO shares slid nearly 3.5% as tariff-related costs of about $50M overshadowed upbeat holiday results.American Eagle Outfitters, Inc. (AEO) is expected to close the fourth quarter of fiscal 2025 on a strong note, buoyed by a better-than-expected holiday season and broad-based demand ac ...
URBN Stock Falls 12% Despite Broad-Based Holiday Sales Gains
ZACKS· 2026-01-13 17:11
Key Takeaways URBN shares dropped 12.3% despite holiday sales growth that missed analysts' expectations.Urban Outfitters posted 9% holiday net sales growth, driven by Retail gains across digital and stores.URBN saw strong Subscription growth of 43% and a 13% rise in Wholesale sales, led by Free People.Shares of Urban Outfitters, Inc. (URBN) fell 12.3% during yesterday’s trading session following the company’s holiday season sales performance. Results, though solid overall, fell short of analysts' expectatio ...
lululemon Outlines Strong Holiday Season & Updates Q4 Guidance
ZACKS· 2026-01-13 17:06
Key Takeaways LULU expects Q4 FY25 revenues and EPS at the high end of guidance after solid holiday traffic and execution.Management sees no Q4 FY25 margin or expense changes as global growth offsets North America pressure.lululemon leverages innovation, omnichannel and the Power of Three X2 plan for long-term expansion.lululemon athletica inc. (LULU) struck a more confident tone at the end of the fourth quarter of fiscal 2025, citing strong holiday demand that is tracking results toward the high-end of its ...
J.Jill(JILL) - 2026 FY - Earnings Call Transcript
2026-01-13 16:32
J.Jill (NYSE:JILL) FY 2026 Conference January 13, 2026 10:30 AM ET Company ParticipantsMary Ellen Coyne - President and CEOMark Webb - EVP and CFOConference Call ParticipantsNone - AnalystNoneAlright. Thank you all for being here. We have Mary Ellen Coyne, CEO, and Mark Webb, CFO of J.Jill. I'm going to read a disclaimer here, to the extent that I have it. So just to remind everyone, we may talk or reference forward-looking statements. I would refer everyone to the IRA website in regards to disclaimers arou ...
J.Jill(JILL) - 2026 FY - Earnings Call Transcript
2026-01-13 16:32
J.Jill (NYSE:JILL) FY 2026 Conference January 13, 2026 10:30 AM ET Company ParticipantsMary Ellen Coyne - President and CEOMark Webb - EVP and CFOConference Call ParticipantsNone - AnalystNoneAlright. Thank you all for being here. We have Mary Ellen Coyne, CEO, and Mark Webb, CFO of J.Jill. I'm going to read a disclaimer here, to the extent that I have it. So just to remind everyone, we may talk or reference forward-looking statements. I would refer everyone to the IR website in regards to disclaimers aroun ...
J.Jill(JILL) - 2026 FY - Earnings Call Transcript
2026-01-13 16:30
J.Jill (NYSE:JILL) FY 2026 Conference January 13, 2026 10:30 AM ET Speaker1Exactly.Speaker2Thank you all for being here. We have Mary Ellen Coyne, CEO, and Mark Webb, CFO of J.Jill. I'm going to read a disclaimer here, to the extent that I have it. So just to remind everyone, we may talk or reference forward-looking statements. I would refer everyone to the IRA website in regards to disclaimers around that. Let's begin.Speaker1Great.Speaker2Out of the gates, you're eight months in. I think it's important fo ...
REVOLVE Group Opens Permanent Store at The Grove in Los Angeles
Prnewswire· 2026-01-13 15:00
Spanning 8,450 square feet, the two-story retail concept is designed to inspire discovery and connection. A strong, symmetrical entry sequence establishes an immediate sense of arrival, anchored by a sculptural spiral stair that serves as the centerpiece of the floorplan - creating a memorable visual connection between levels. Open, flexible floor areas support evolving merchandising needs while maintaining clear sightlines and fluid circulation, reinforcing the distinct yet complementary identities of REVO ...
Abercrombie & Fitch trims 2025 outlook, raises capital spending guidance
Yahoo Finance· 2026-01-13 10:02
Core Viewpoint - Abercrombie & Fitch has revised its fiscal 2025 outlook, maintaining most projections while refining certain assumptions regarding sales growth and operating margins [1][4]. Group 1: Financial Projections - For the full year, net sales growth is now anticipated to be at least 6%, narrowing from the previous guidance of 6% to 7% [1]. - Operating margin is projected to be around 13%, down from the earlier expectation of 13.0% to 13.5% [1]. - Earnings per diluted share for the year are forecasted to be between $10.30 and $10.40, compared to the earlier range of $10.20 to $10.50 [2]. - For the fourth quarter, net sales growth is expected to be around 5%, consistent with the prior guidance range of 4% to 6% [4]. - Quarterly net income per diluted share is now expected to fall between $3.50 and $3.60, compared to earlier guidance of $3.40 to $3.70 [4]. Group 2: Capital Expenditure and Share Repurchases - Planned share repurchases remain at approximately $450 million for the year, with around $100 million planned for the fourth quarter [2][5]. - Capital expenditure guidance has been increased to $245 million, up from roughly $225 million previously [2]. Group 3: Operational Plans - The company's real estate plans remain unchanged, with around 40 net store additions expected, including 60 openings and 20 closures [3]. - The updated outlook incorporates estimated tariff-related costs of around $90 million, equivalent to 170 basis points of net sales [5]. - A $39 million pre-tax benefit linked to a litigation settlement is also reflected in the guidance [6].
What to Watch With AEO Stock in 2026
The Motley Fool· 2026-01-13 07:12
The Sydney Sweeney campaign changed American Eagle's trajectory, and the numbers prove it.American Eagle Outfitters (AEO 3.54%) shows that you don't have to rely on artificial intelligence (AI) stocks to beat the S&P 500. The global clothing retailer is up by more than 50% over the past year and made plenty of headlines with its viral Sydney Sweeney marketing campaign. Its revenue swung back to growth in its fiscal third quarter, which ended Nov. 1, after a few consecutive quarters of declining sales. Howev ...
Aritzia 2026财年第三季度营收同比增长42.8%至10.4亿美元
Cai Jing Wang· 2026-01-13 01:36
据加拿大时尚服装零售商Aritzia2026财年第三季度(截至2025年11月30日)财报显示,核心业绩指标超市 场预期,创公司历史最佳季度表现。 期内,Aritzia调整后稀释每股净收益为1.10美元,同比提升54.9%。 (Aritzia财报) 财报显示,Aritzia第三季度营收10.4亿美元,同比增长42.8%,净收入同比增长87.5%至1.389亿美元。 截至第三季度末,公司在北美共有约139家精品店,其中美国市场占比超过半数。 ...