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a.k.a. Brands (AKA) - 2025 Q3 - Earnings Call Transcript
2025-11-05 22:30
a.k.a. Brands Holding (NYSE:AKA) Q3 2025 Earnings Call November 05, 2025 04:30 PM ET Speaker0Greetings and welcome to the a.k.a. Brands Holding Corporation Third Quarter 2025 Earnings Conference Call. At this time, all participants are on a listen-only mode. A brief question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my ...
AI, Tariffs And The Unexpected Rise Of Secondhand Fashion
CNBC· 2025-11-05 17:01
This here is the largest garment-on-hanger system in the world. We can house roughly up to 3.5% million items in this facility. Here at ThredUp's warehouse in Suwanee, Georgia, roughly 40,000 articles of used clothing are given a second life each day.We receive more than 100,000 pieces of clothing every day, so it's a business operating at some significant scale. ThredUp isn't a thrift store. It's a resale platform built like a tech company, part logistics network, part e-commerce site.We do all the work fo ...
GUESS INVESTIGATION: Guess?, Inc. (NYSE:GES) Shareholders are Notified of the Pending Investigation into the Authentic Brands Merger – Contact BFA Law
Globenewswire· 2025-11-05 13:07
NEW YORK, Nov. 05, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Guess?, Inc.’s (NYSE: GES) board of directors and executive officers for potential breaches of their fiduciary duties to shareholders in connection with its pending sale to Authentic Brands Group LLC (“Authentic”) for $16.75 per share. If you are a current shareholder of Guess, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/guess-in ...
CPRI Posts Q2 Loss, Y/Y Declines in Michael Kors & Jimmy Choo Revenues
ZACKS· 2025-11-04 19:51
Key Takeaways CPRI posted a Q2 adjusted loss of $0.03 per share, missing estimates and down y/y from adjusted EPS of $0.64.Revenues declined 2.5% y/y to $856M, as both Michael Kors and Jimmy Choo posted y/y sales drops.A $1.375B Versace sale-off and a new $1B buyback aim to boost CPRI's balance sheet and shareholder value.Capri Holdings Limited (CPRI) has reported results for the second quarter of fiscal 2026, with the top line declining year over year but surpassing the Zacks Consensus Estimate. The bottom ...
Can Boot Barn's Digital Investments Drive Future Growth?
ZACKS· 2025-11-04 19:21
Core Insights - Boot Barn Holdings Inc. is experiencing significant growth driven by digital investments, with a 14.4% increase in e-commerce same-store sales for Q2 of fiscal 2026, surpassing the 7.8% growth in retail store same-store sales [1][9] - Total revenue for the company reached $505.4 million, reflecting an 18.7% year-over-year growth [1][9] E-commerce Performance - E-commerce sales now account for 9.3% of the net sales in the second quarter, attributed to initiatives enhancing online engagement and optimizing the shopping experience through technology [2] - BootBarn.com, which constitutes approximately 75% of total online sales, reported high-teens comps growth [1] Brand and Technology Initiatives - The Cody James and Hawx platforms are enhancing brand discovery and attracting new customers, with plans to launch a website for the Cheyenne brand post-holidays [3] - The integration of artificial intelligence is pivotal, improving website search tools for better product results and recommendations, while tools like Cassidy assist store associates [3] Future Growth Expectations - For fiscal 2026, Boot Barn anticipates same-store sales growth of 4% to 6%, with retail stores expected to grow by 3.3-5.3% and e-commerce sales projected to rise by 11-13% [4] - The company plans to open 70 new stores in the current fiscal year, reinforcing the synergy between digital and physical channels [4][5] Competitive Landscape - Levi Strauss & Co. is also advancing its digital-first strategy, with e-commerce sales increasing by 18% in Q3 of fiscal 2025, aiming for e-commerce to represent 15% of total revenues [6] - Tapestry, Inc. is leveraging data analytics and omnichannel capabilities, attracting over 6.8 million new North American customers in fiscal 2025 [7] Stock Performance and Valuation - Boot Barn's shares have increased by 25.9% year-to-date, contrasting with a 16.3% decline in the industry, and the company holds a Zacks Rank 1 (Strong Buy) [8] - The forward price-to-earnings ratio for Boot Barn is 24.99X, higher than the industry average of 16.51X [10] - The Zacks Consensus Estimate indicates a year-over-year earnings rise of 20.5% for fiscal 2026 and 13.4% for fiscal 2027 [11]
ScanSource to Post Q1 Earnings: What's in the Cards for the Stock?
ZACKS· 2025-11-04 19:11
ScanSource, Inc. (SCSC) is scheduled to report first-quarter fiscal 2026 results on Nov. 6, before market open.The Zacks Consensus Estimate for the quarter’s revenues is pegged at $784.85 million, indicating growth of 1.2% from the prior-year quarter. The consensus mark for quarterly earnings currently stands at 91 cents per share, suggesting an improvement of 8% from the year-ago quarter. The estimates have remained unchanged over the past 60 days.Image Source: Zacks Investment ResearchSCSC’s Earnings Surp ...
This Influencer-Friendly Stock Has Doubled in a Year and Keeps Hitting New Highs
Yahoo Finance· 2025-11-04 17:00
Aritzia (ATZAF) is an integrated fashion design house showing strong technical momentum and consistent price appreciation. Shares are trading at a new all-time high. ATZAF has a 100% “Buy” opinion from Barchart and a Trend Seeker “Buy” signal. Shares are up 110% over the past year. Today’s Featured Stock Valued at $8.26 billion, Aritzia (ATZAF) is an integrated design house of exclusive fashion brands. Its geographical segments include Canada and the United States. The company generates most of ...
Victoria's Secret investor urges ouster of ‘over-tenured' board chair with ‘stale perspective'
New York Post· 2025-11-04 16:46
A major investor in Victoria’s Secret urged the flailing lingerie maker in a letter Tuesday to shake up its board – attacking the current chair as “over-tenured” with a “stale perspective.”BBRC International – which owns a nearly 13% stake in Victoria’s Secret, making it the second-largest shareholder – is calling for longtime Chair Donna James to be fired and asking for a board seat for its founder, Australian billionaire Brett Blundy. The private equity firm started building its stake in 2022 and has been ...
Here's Why Urban Outfitters (URBN) is Poised for a Turnaround After Losing 15.1% in 4 Weeks
ZACKS· 2025-11-04 15:36
Urban Outfitters (URBN) has been beaten down lately with too much selling pressure. While the stock has lost 15.1% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change o ...
CEO vacancy at Primark spurs AB Foods spin-off review
Reuters· 2025-11-04 15:29
After decades of board resistance to spinning off Primark from owner Associated British Foods , a vacancy for a CEO at the fashion chain, along with its scale and growth potential, spurred a new revie... ...