MINISO Group Holding Limited Unsponsored ADR (MNSO) ended the recent trading session at $18.19, demonstrating a -5.99% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily loss of 0.54%. Meanwhile, the Dow gained 0.03%, and the Nasdaq, a tech-heavy index, lost 1.18%. The stock of company has risen by 2.49% in the past month, leading the Retail-Wholesale sector's loss of 5.23% and the S&P 500's gain of 0.58%.Investors will be eagerly watching for the performan ...

Key Takeaways ANF expects around 5% Q4 sales growth with EPS of $3.50-$3.60 and 14% operating margin.Abercrombie cites record holiday net sales and balanced growth across regions, brands and channels.ANF sees about $90M tariff expense in fiscal 2025, pressuring margins despite mitigation efforts.Abercrombie & Fitch Co. (ANF) is scheduled to report fourth-quarter fiscal 2025 results on March 4, before the opening bell.The Zacks Consensus Estimate for fiscal fourth-quarter revenues is pegged at $1.67 billion, ...

Industry Overview - The Retail - Apparel and Shoes industry started 2026 on a stable note despite a volatile macroeconomic environment, with demand increasingly influenced by selective, value-conscious consumers and rapid trend cycles [1] - The industry is currently ranked in the top 15% of the Zacks Industry Rank, indicating an expectation to outperform the market over the next three to six months [1] Recommended Stocks - Five apparel and shoes stocks with a top Zacks Rank for a stable portfolio are Deckers Outdoor Corp. (DECK), On Holding AG (ONON), Tapestry Inc. (TPR), American Eagle Outfitters Inc. (AEO), and FIGS Inc. (FIGS), all holding a Zacks Rank 1 (Strong Buy) [2] Deckers Outdoor Corp. (DECK) - Deckers Outdoor is experiencing solid momentum, driven by strong execution across its HOKA and UGG brands, with HOKA being the key growth engine supported by expanding global demand [5] - The company is seeing accelerated growth in international markets, enhancing long-term earnings visibility beyond the U.S., while maintaining pricing discipline and cost controls to support margin resilience [6] - Expected revenue and earnings growth rates for DECK are 8.6% and 8.7%, respectively, for the current fiscal year ending March 2026, with a 0.7% improvement in the Zacks Consensus Estimate for earnings over the last seven days [7] On Holding AG (ONON) - On Holding specializes in footwear and sports apparel, offering products through various channels including independent retailers and online platforms [9] - The expected revenue and earnings growth rates for ONON are 21% and 82.8%, respectively, for the current year, with a 0.6% improvement in the Zacks Consensus Estimate for earnings over the last 60 days [9] Tapestry Inc. (TPR) - Tapestry is strengthening its position as a leading global house of brands, driven by strong performance from Coach, effectively attracting Gen Z consumers and achieving growth in unit volume and pricing power [10] - The adjusted gross margin for TPR rose by 110 basis points in Q2 of fiscal 2026, with international markets providing further growth opportunities [11] - Expected revenue and earnings growth rates for TPR are 9.6% and 23.7%, respectively, for the current year ending June 2026, with a 1.6% improvement in the Zacks Consensus Estimate for earnings over the last seven days [12] American Eagle Outfitters Inc. (AEO) - AEO is benefiting from brand strength and solid demand, with a better-than-expected holiday season prompting an increase in its operating income outlook [13] - The company has seen balanced performance across channels, with both stores and digital contributing positively [14] - Expected revenue and earnings growth rates for AEO are 3.4% and 23.1%, respectively, for the current year ending January 2027, with a 3% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [16] FIGS Inc. (FIGS) - FIGS is a direct-to-consumer healthcare apparel and lifestyle brand, creating advanced apparel for healthcare professionals through its digital platform and retail stores [17] - Expected revenue and earnings growth rates for FIGS are 5.4% and 1.5%, respectively, for the current year, with the Zacks Consensus Estimate for earnings remaining flat over the last 30 days [18]

Company Performance - MINISO Group Holding Limited Unsponsored ADR (MNSO) closed at $19.49, up +1.14%, outperforming the S&P 500's daily gain of 0.1% [1] - Over the past month, MNSO's stock has decreased by 0.1%, while the Retail-Wholesale sector has lost 5.35% and the S&P 500 has lost 1.43% [1] Earnings Estimates - The Zacks Consensus Estimate projects MINISO's net sales to be $859.03 million, reflecting a 33.05% increase from the previous year [2] - For the annual period, earnings are estimated at $1.35 per share and revenue at $3 billion, indicating increases of +17.39% and +26.95% respectively from last year [2] Analyst Estimates - Recent changes to analyst estimates for MINISO should be monitored, as positive revisions are seen as a favorable indicator for business outlook [3] - The Zacks Rank system, which assesses these estimate changes, currently ranks MINISO at 3 (Hold) [5] Valuation Metrics - MINISO has a Forward P/E ratio of 12.27, which is lower than the industry average Forward P/E of 17.19 [6] - The company has a PEG ratio of 1.27, compared to the Retail - Apparel and Shoes industry average PEG ratio of 1.89 [6] Industry Context - The Retail - Apparel and Shoes industry is part of the Retail-Wholesale sector and holds a Zacks Industry Rank of 43, placing it in the top 18% of over 250 industries [7] - Research indicates that industries in the top 50% of the Zacks Rank outperform those in the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - J.Jill (JILL) is positioned well to continue its trend of beating earnings estimates in upcoming quarterly reports, supported by a strong history of performance in the Zacks Retail - Apparel and Shoes industry [1]. Earnings Performance - J.Jill has consistently surpassed earnings estimates, with an average surprise of 21.77% over the last two quarters [2]. - In the last reported quarter, J.Jill achieved earnings of $0.76 per share, exceeding the Zacks Consensus Estimate of $0.58 per share by 31.03%. In the previous quarter, the company reported earnings of $0.81 per share against an expected $0.72, resulting in a surprise of 12.50% [3]. Earnings Estimates and Predictions - Estimates for J.Jill have been trending upward, aided by its history of earnings surprises. The stock currently has a positive Zacks Earnings ESP of +43.24%, indicating increased analyst optimism regarding its earnings prospects [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 1 (Strong Buy) suggests a high likelihood of another earnings beat [8]. Earnings ESP Insights - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which are often more accurate [7]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise, indicating a strong predictive power for future earnings performance [6].

Core Insights - The article emphasizes the importance of a proven ranking system that focuses on earnings estimates and revisions to identify winning stocks, while also considering various investment strategies such as value, growth, and momentum [1] Value Investing - Value investing is highlighted as a popular and successful strategy across different market environments, utilizing various valuation metrics to identify undervalued stocks [2] Zacks Rank and Style Scores - The Zacks Rank and the innovative Style Scores system are tools for investors to find stocks with specific traits, particularly in the "Value" category, where stocks with high Zacks Ranks and "A" grades for Value are considered high-quality [3] Genesco (GCO) - Genesco (GCO) has a Zacks Rank of 2 (Buy) and an A for Value, with a Forward P/E ratio of 16.91, compared to the industry average of 18.26. Over the past year, GCO's Forward P/E has fluctuated between 8.43 and 42.65, with a median of 15.89 [4] - GCO's P/CF ratio is 11.89, which is attractive compared to the industry's average P/CF of 17.48. Its P/CF has ranged from 5.49 to 17.26 over the past year, with a median of 7.39 [5] J.Jill (JILL) - J.Jill (JILL) is identified as another strong stock in the Retail - Apparel and Shoes sector, holding a Zacks Rank of 1 (Strong Buy) and a Value grade of A. JILL has a P/B ratio of 2.26, significantly lower than the industry's price-to-book ratio of 7.06. Its P/B has varied from 1.85 to 4.27 over the past year, with a median of 2.77 [6] Conclusion on Value Stocks - Both Genesco and J.Jill are presented as impressive value stocks, likely undervalued at the moment, supported by strong earnings outlooks [7]

Group 1 - Hennes & Mauritz AB (HNNMY) is a notable stock in the Retail-Wholesale sector, currently outperforming the sector with a year-to-date return of approximately 3.4% compared to the sector average of 2.4% [4] - The Zacks Rank for Hennes & Mauritz AB is 2 (Buy), indicating a positive earnings outlook and strong analyst sentiment, with the consensus estimate for full-year earnings having increased by 8.8% over the past 90 days [3][4] - Hennes & Mauritz AB is part of the Retail - Apparel and Shoes industry, which has an average year-to-date return of 3.5%, suggesting that HNNMY is slightly underperforming its industry [6] Group 2 - The Retail-Wholesale sector includes 193 individual stocks and is ranked 9 in the Zacks Sector Rank, which evaluates sectors based on the average Zacks Rank of individual companies [2] - Another stock in the same sector, Industria de Diseno Textil SA (IDEXY), has a year-to-date return of 2.7% and a Zacks Rank of 2 (Buy), with its EPS consensus estimate increasing by 19.8% over the past three months [5] - Investors should monitor both Hennes & Mauritz AB and Industria de Diseno Textil SA for their potential to maintain solid performance in the Retail-Wholesale sector [7]

Company Performance - On Holding (ONON) shares decreased by 3.94% to $44.13, underperforming the S&P 500's daily loss of 0.84% [1] - Prior to the recent trading session, shares had declined by 6.24%, lagging behind the Retail-Wholesale sector's gain of 6.19% and the S&P 500's gain of 1.8% [2] Earnings Forecast - The upcoming earnings disclosure is anticipated to show an EPS of $0.26, reflecting a 31.58% decrease from the same quarter last year [3] - The Zacks Consensus Estimate projects net sales of $896.42 million, which is a 29.68% increase from the previous year [3] - For the entire fiscal year, earnings are projected at $0.94 per share, down 14.55% from the prior year, while revenue is expected to reach $3.73 billion, up 41.37% [4] Analyst Estimates and Rankings - Recent changes in analyst estimates indicate a direct relationship with stock price performance, with positive revisions suggesting analyst optimism [5] - On Holding currently holds a Zacks Rank of 1 (Strong Buy), which has historically outperformed with an average annual return of +25% since 1988 [6] Valuation Metrics - On Holding has a Forward P/E ratio of 26.8, which is higher than the industry average of 16.89, indicating it is trading at a premium [7] - The company has a PEG ratio of 1.14, compared to the industry average PEG ratio of 1.94, suggesting a favorable growth outlook relative to its valuation [8] Industry Context - The Retail - Apparel and Shoes industry is part of the Retail-Wholesale sector, holding a Zacks Industry Rank of 45, placing it in the top 19% of over 250 industries [9]

Group 1 - Industria de Diseno Textil SA (IDEXY) shares increased by 5.5% to $17, following a trading session with higher-than-average volume, contrasting with a 3.3% loss over the past four weeks [1] - The company is expected to report quarterly earnings of $0.29 per share, reflecting a year-over-year increase of 141.7%, with revenues projected at $13.72 billion, up 14.7% from the previous year [2] - The consensus EPS estimate for IDEXY has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Group 2 - Industria de Diseno Textil is part of the Zacks Retail - Apparel and Shoes industry, where Designer Brands (DBI) also operates, having seen a 10.2% increase to $7.44 in the last trading session, despite a -11.8% return over the past month [3] - Designer Brands has a consensus EPS estimate of -$0.48 for the upcoming report, which is a 9.1% decrease from the previous year, and currently holds a Zacks Rank of 1 (Strong Buy) [4]

分组1 - Canada Goose reported quarterly earnings of $1.03 per share, missing the Zacks Consensus Estimate of $1.14 per share, and showing a decrease from $1.1 per share a year ago, resulting in an earnings surprise of -9.65% [1] - The company posted revenues of $498.19 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 6.58%, and an increase from year-ago revenues of $443.69 million [2] - Canada Goose shares have increased by approximately 2.1% since the beginning of the year, outperforming the S&P 500's gain of 0.5% [3] 分组2 - The earnings outlook for Canada Goose is uncertain, with current consensus EPS estimates at $0.28 on $289.15 million in revenues for the coming quarter and $0.65 on $1.05 billion in revenues for the current fiscal year [7] - The Zacks Industry Rank for Retail - Apparel and Shoes is currently in the top 16% of over 250 Zacks industries, indicating a favorable industry outlook [8] - The estimate revisions trend for Canada Goose was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, suggesting expected underperformance in the near future [6]