Core Viewpoint - Ulta Beauty (ULTA) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending October 2025, with the consensus outlook indicating a significant impact on the stock price based on actual results compared to estimates [1][2]. Financial Expectations - The upcoming earnings report is expected to reveal quarterly earnings of $4.51 per share, reflecting a year-over-year decrease of 12.3%, while revenues are projected to reach $2.71 billion, marking a 7.3% increase from the previous year [3][18]. - The consensus EPS estimate has been revised down by 0.49% over the last 30 days, indicating a reassessment by analysts [4][19]. Earnings Surprise Potential - The Most Accurate Estimate for Ulta is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.02%, suggesting a bullish outlook from analysts [12][19]. - Ulta holds a Zacks Rank of 2 (Buy), which, combined with the positive Earnings ESP, indicates a strong likelihood of beating the consensus EPS estimate [12][19]. Historical Performance - In the last reported quarter, Ulta exceeded the expected earnings of $5.03 per share by delivering $5.78, resulting in a surprise of +14.91% [13]. - The company has successfully beaten consensus EPS estimates in each of the last four quarters [14][19].

Core Insights - Petco Health & Wellness reported quarterly earnings of $0.05 per share, exceeding the Zacks Consensus Estimate of $0.01 per share, and showing an improvement from a loss of $0.02 per share a year ago, resulting in an earnings surprise of +400.00% [1] - The company generated revenues of $1.46 billion for the quarter ended October 2025, which was 0.44% below the Zacks Consensus Estimate and a decrease from $1.51 billion in the same quarter last year [2] - Petco's stock has underperformed, losing approximately 26.8% year-to-date compared to a 14% gain in the S&P 500 [3] Earnings Outlook - The future performance of Petco's stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is breakeven on revenues of $1.53 billion, while for the current fiscal year, it is $0.12 on revenues of $5.98 billion [7] Industry Context - The Retail - Miscellaneous industry, to which Petco belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between stock movements and earnings estimate revisions, which could impact Petco's stock performance [5]

Dick's Sporting Goods (DKS) came out with quarterly earnings of $2.78 per share, beating the Zacks Consensus Estimate of $2.62 per share. This compares to earnings of $2.75 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +6.11%. A quarter ago, it was expected that this sporting goods retailer would post earnings of $4.29 per share when it actually produced earnings of $4.38, delivering a surprise of +2.1%.Over the last four qu ...

For those looking to find strong Retail-Wholesale stocks, it is prudent to search for companies in the group that are outperforming their peers. TJX (TJX) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.TJX is one of 195 companies in the Retail-Wholesale group. The Retail-Wholesale group currently sits at #10 within the Zacks Sector Rank. The ...

Core Insights - DICK'S Sporting Goods Inc. (DKS) is expected to report a year-over-year sales increase of 4.3% for Q3 fiscal 2025, with revenues estimated at $3.2 billion [1] - However, earnings per share are projected to decline by 2.2% to $2.69, with a downward trend in consensus estimates over the past week [2] Performance Factors - The quarterly performance is anticipated to reflect gains from strategic efforts, brand strength, and market share growth, with strong performance across footwear, apparel, team sports, and golf [3] - Margin trends are expected to benefit from pricing discipline and high-margin vertical brands, which have margins 700-900 basis points higher than national brands [4] - SG&A expenses are projected to increase by 6.2% year-over-year due to investments in digital capabilities, store development, and marketing [8] Strategic Growth Initiatives - DICK'S is focusing on three strategic growth pillars: expanding experiential real estate, reinforcing category leadership through brand partnerships, and scaling its digital ecosystem [6] - The company is likely to have completed its largest quarterly opening slate, with 13 House of Sport and six Field House locations [6] Economic Environment - DICK'S faces an uncertain macroeconomic environment, with tariff-related challenges impacting near-term performance [7] - The earnings outlook accounts for the anticipated impact of existing tariffs and increased costs from higher wage rates and investments in talent and technology [7] Valuation and Market Performance - DICK'S has a forward 12-month price-to-earnings ratio of 13.63x, below its five-year high of 20.95x and the industry average of 16.98x [12] - The company's shares have declined by 9.1% over the past three months, compared to a 7.3% decline in the industry [13]

Bath & Body Works (BBWI) came out with quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -12.50%. A quarter ago, it was expected that this owner of Victoria's Secret, Bath & Body Works and other chain stores would post earnings of $0.37 per share when it actually produced earnings of $0.37, delivering ...

Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric th ...

Investors with an interest in Retail - Miscellaneous stocks have likely encountered both Ulta Beauty (ULTA) and Tractor Supply (TSCO) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive esti ...

The Retail-Wholesale group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Sally Beauty (SBH) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Retail-Wholesale sector should help us answer this question.Sally Beauty is one of 195 companies in the Retail-Wholesale group. The Retail-Wholesale group currently sits at #10 within the Zacks Sector Rank. The Zacks Se ...

Core Insights - Sally Beauty reported quarterly earnings of $0.55 per share, exceeding the Zacks Consensus Estimate of $0.49 per share, and showing an increase from $0.50 per share a year ago, resulting in an earnings surprise of +12.24% [1] - The company achieved revenues of $947.08 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.51% and reflecting a year-over-year increase from $935.03 million [2] Earnings Performance - Over the last four quarters, Sally Beauty has surpassed consensus EPS estimates three times, indicating a strong performance trend [2] - The company had a previous earnings surprise of +21.43% when it reported earnings of $0.51 per share against an expectation of $0.42 per share [1] Stock Performance - Since the beginning of the year, Sally Beauty shares have increased by approximately 40.5%, significantly outperforming the S&P 500's gain of 16.5% [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, with current consensus EPS estimates at $0.49 for the upcoming quarter and $2.01 for the current fiscal year [7] - The Zacks Rank for Sally Beauty is currently 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6] Industry Context - The Retail - Miscellaneous industry, to which Sally Beauty belongs, is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable industry outlook [8]