Key Takeaways Sally Beauty is projected to deliver 8.9% earnings growth this year.Broadstone Net Lease targets 3.5% earnings growth in the current year.Opus Genetics expects earnings growth of 74.4% for the year.What’s an active investing strategy? It’s searching for breakout stocks within a set price range. When zeroing in on breakout stocks, sell if the price falls below the lower band and hold for gains if it exceeds the upper band. To that end, Sally Beauty Holdings, Inc. (SBH) , Broadstone Net Lease, I ...

Core Insights - Petco Health and Wellness raised its full-year guidance for a key profitability metric, leading to a significant stock price increase of almost 24% following the release of its second-quarter earnings [1] Financial Performance - Petco's net sales for the second quarter declined over 2% year-over-year to $1.5 billion, which was anticipated by management and slightly exceeded analyst predictions of $1.49 billion [2] - Comparable sales fell by 1.4% for the quarter, but the company reported a GAAP net profit of nearly $14 million, or $0.05 per share, a turnaround from a loss of nearly $25 million in the same quarter of 2024 [3] - Analysts had lower expectations for profitability, with an average estimate of only $0.01 per share [3] Strategic Outlook - CEO Joel Anderson stated that the first half of the year established a solid foundation for the company's transformation, focusing on strengthening its economic model and improving retail operating fundamentals [4] - Petco raised its guidance for non-GAAP EBITDA for the full year 2025 to a range of $385 million to $395 million, despite anticipating net sales to decline in the low-single-digit percentages compared to 2024 [4]

Core Insights - Impact Analytics has partnered with Tilly's, Inc. to enhance inventory optimization and business intelligence across Tilly's operations [1][4] - Tilly's will implement InventorySmart® and MondaySmart®, AI-native solutions designed to optimize allocation, replenishment, and enterprise reporting [2][3] Company Overview - Tilly's is a specialty retailer offering casual apparel, footwear, and accessories, operating 234 stores across 33 states and an online platform [5] - Impact Analytics provides AI-native SaaS solutions aimed at maximizing profitability and customer satisfaction through advanced data insights and predictive analytics [6] Technology and Solutions - InventorySmart® will improve inventory productivity, in-stock rates, and reduce excess inventory by ensuring optimal product placement [3] - MondaySmart® will provide real-time, AI-driven business insights, facilitating faster decision-making for Tilly's leadership [3][4] Strategic Importance - The partnership is expected to drive agility, profitability, and customer impact for Tilly's, aligning with the trend of retailers modernizing their inventory and merchandising strategies [4]