A month has gone by since the last earnings report for Marriott Vacations Worldwide (VAC) . Shares have added about 5.8% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Marriott Vacations Worldwide due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the imp ...

Lucky Strike Entertainment (LUCK) came out with a quarterly loss of $0.49 per share versus the Zacks Consensus Estimate of a loss of $0.07. This compares to a loss of $0.06 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -600.00%. A quarter ago, it was expected that this company would post earnings of $0.23 per share when it actually produced earnings of $0.07, delivering a surprise of -69.57%.Over the last four quarters, the ...

For those looking to find strong Consumer Discretionary stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Lindblad Expeditions (LIND) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Consumer Discretionary peers, we might be able to answer that question. Lindblad Expeditions is a member of our Consumer Discretionary group, which includes 253 different companies and currently sits at #8 in the Za ...

Company Performance - Carnival's stock closed at $30.25, reflecting a -1.27% change from the previous day, underperforming the S&P 500's gain of 0.03% [1] - Over the last month, Carnival's shares increased by 5.51%, outperforming the Consumer Discretionary sector's gain of 0.32% and the S&P 500's gain of 3.46% [1] Earnings Projections - The upcoming earnings release is projected to show earnings per share (EPS) of $1.31, a 3.15% increase from the same quarter last year, with revenue expected to be $8.05 billion, indicating a 1.99% growth year-over-year [2] - For the entire year, earnings are forecasted at $2 per share and revenue at $26.49 billion, reflecting increases of +40.85% and +5.87% respectively compared to the previous year [3] Analyst Estimates and Rankings - Recent changes to analyst estimates indicate a positive outlook for Carnival, with a 0.56% rise in the Zacks Consensus EPS estimate over the past month [5] - Carnival currently holds a Zacks Rank of 1 (Strong Buy), which has historically yielded an average annual return of +25% since 1988 [5] Valuation Metrics - Carnival's Forward P/E ratio stands at 15.31, which is a discount compared to the industry average Forward P/E of 22.02 [6] - The company has a PEG ratio of 0.69, while the Leisure and Recreation Services industry has an average PEG ratio of 1.13 [6] Industry Context - The Leisure and Recreation Services industry, part of the Consumer Discretionary sector, ranks 196 out of over 250 industries, placing it in the bottom 21% [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Inspirato Incorporated, which belongs to the Zacks Leisure and Recreation Services industry, posted revenues of $63.11 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 10.19%. This compares to year-ago revenues of $67.38 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on ma ...

Madison Square Garden (MSGS) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.42. This compares to earnings of $1.06 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +83.33%. A quarter ago, it was expected that this sports team and entertainment company would post earnings of $1.48 per share when it actually produced a loss of $0.59, delivering a surprise of -139.86%. Over t ...

Company Performance - Trip.com (TCOM) closed at $59.49, with a daily increase of +1.17%, outperforming the S&P 500's loss of 0.25% [1] - The stock has decreased by 5.04% over the past month, underperforming the Consumer Discretionary sector's loss of 2.81% and the S&P 500's gain of 2.71% [1] Upcoming Earnings - Analysts expect Trip.com to report earnings of $0.98 per share, reflecting a year-over-year decline of 2% [2] - Revenue is forecasted to be $2.04 billion, indicating a growth of 16.06% compared to the same quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $3.55 per share, with revenue expected to reach $8.49 billion, marking changes of -1.11% and +14.54% respectively from the previous year [3] Analyst Forecast Revisions - Recent revisions to analyst forecasts for Trip.com are important as they reflect changes in short-term business dynamics [4] - Upward revisions in estimates indicate analysts' positive outlook on the company's operations and profit generation capabilities [4] Zacks Rank and Valuation - Trip.com currently holds a Zacks Rank of 4 (Sell), with the Zacks Consensus EPS estimate decreasing by 1.58% in the past month [6] - The company has a Forward P/E ratio of 16.56, which is lower than the industry average Forward P/E of 21.09 [6] PEG Ratio and Industry Comparison - Trip.com has a PEG ratio of 2.47, compared to the Leisure and Recreation Services industry's average PEG ratio of 1.56 [7] - The Leisure and Recreation Services industry is ranked 182 in the Zacks Industry Rank, placing it in the bottom 27% of over 250 industries [7]

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]

For those looking to find strong Consumer Discretionary stocks, it is prudent to search for companies in the group that are outperforming their peers. Has PIGEON CORP (PGENY) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out. PIGEON CORP is one of 255 companies in the Consumer Discretionary group. The Consumer Discretionary group currently sits at #10 within the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed ...