LuxExperience B.V. - Sponsored ADR (LUXE) came out with a quarterly loss of $0.17 per share versus the Zacks Consensus Estimate of a loss of $0.08. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -112.50%. A quarter ago, it was expected that this company would post a loss of $0.28 per share when it actually produced a loss of $0.71, delivering a surprise of -153.57%.Over the last four quarter ...

Core Insights - Crocs, Inc. (CROX) is expected to report fourth-quarter 2025 results on February 12, with revenue estimates at $916.6 million, reflecting a 7.4% decline year-over-year. Earnings per share are estimated at $1.91, indicating a 24.2% decrease from the previous year [1][3]. Financial Performance - The company has a trailing four-quarter earnings surprise average of 14.3%, with the last quarter's earnings exceeding estimates by 22.2% [2]. - Management projected a revenue decline of approximately 8% year-over-year, with Crocs brand revenues expected to drop around 3% and HEYDUDE brand revenues anticipated to fall mid-20% [5]. Operational Challenges - Crocs is facing a challenging operating environment, with margins pressured by increased expenses, tariffs, and higher selling, general and administrative (SG&A) costs [3][9]. - The HEYDUDE brand has been experiencing weak trends, with revenue estimates for the quarter at $175 million, down about 23% year-over-year due to cautious consumer behavior and wholesale channel pressures [4][9]. Brand Performance - Despite challenges, Crocs has seen strength in its core products, including clogs, sandals, and personalization offerings, which may help cushion overall performance [6][9]. - The Jibbitz business has also shown encouraging results, contributing positively to the company's performance [6]. Valuation - Crocs is currently trading at a forward 12-month price-to-earnings ratio of 6.83x, significantly below its five-year high of 25.08x and the industry average of 16.16x, indicating an attractive investment opportunity [10]. - The company's shares have increased by 12.1% over the past six months, contrasting with a 2.7% decline in the industry [10].

分组1 - Under Armour reported quarterly earnings of $0.09 per share, exceeding the Zacks Consensus Estimate of a loss of $0.02 per share, representing an earnings surprise of +662.50% [1] - The company posted revenues of $1.33 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.47%, although this is a decrease from year-ago revenues of $1.4 billion [2] - Under Armour has surpassed consensus EPS estimates three times over the last four quarters and has topped consensus revenue estimates four times in the same period [2] 分组2 - The stock has increased by approximately 26.4% since the beginning of the year, while the S&P 500 has declined by 0.7% [3] - The current consensus EPS estimate for the upcoming quarter is breakeven on $1.16 billion in revenues, and for the current fiscal year, it is $0.05 on $4.94 billion in revenues [7] - The Textile - Apparel industry, to which Under Armour belongs, is currently ranked in the top 29% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

分组1 - Columbia Sportswear reported quarterly earnings of $1.73 per share, exceeding the Zacks Consensus Estimate of $1.22 per share, but down from $1.8 per share a year ago, resulting in an earnings surprise of +42.39% [1] - The company achieved revenues of $1.07 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.25%, compared to $1.1 billion in the same quarter last year [2] - Columbia Sportswear has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has added approximately 0.4% since the beginning of the year, underperforming the S&P 500's gain of 1.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.66 on revenues of $784.03 million, and for the current fiscal year, it is $3.09 on revenues of $3.44 billion [7] - The Textile - Apparel industry, to which Columbia Sportswear belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable outlook for the sector [8]

Core Insights - Ralph Lauren Corporation (RL) is expected to report third-quarter fiscal 2026 results on February 5, with revenue estimates at $2.3 billion, indicating a 7.9% year-over-year growth, and earnings estimates at $5.78 per share, suggesting a 19.9% increase from the previous year [1][9]. Group 1: Financial Performance - The company's bottom line exceeded the Zacks Consensus Estimate by 9.9% in the last reported quarter, with an average trailing four-quarter earnings surprise of 9.8% [2]. - Management anticipates mid-single-digit revenue growth on a constant-currency basis for the fiscal third quarter, with foreign currency expected to contribute an additional 150-200 basis points [6]. Group 2: Growth Drivers - Ralph Lauren's performance is likely bolstered by a strong brand presence, a diverse product portfolio, and expanding e-commerce capabilities, enhancing its market position [3]. - The company has been investing in digital transformation, including mobile and omnichannel strategies, which have improved consumer engagement and contributed positively to fiscal third-quarter performance [4]. Group 3: Market Trends - Retail and wholesale operations are key pillars for Ralph Lauren, with flagship stores and partnerships expected to enhance comparable sales across North America, Europe, and Asia [5]. - The company has been optimistic about brand momentum and outperformance across all regions and channels in the first half of the year [5]. Group 4: Margin and Cost Challenges - Ralph Lauren is facing rising selling costs due to supply-chain disruptions, inflation, tariffs, and market volatility, which may limit growth flexibility [7]. - Elevated operating expenses from investments in brand activations and technology are compressing margins, potentially impacting profitability despite steady revenue growth [8]. Group 5: Stock Valuation - Ralph Lauren's stock is currently trading at a premium valuation of 21X on a forward 12-month basis, higher than its five-year median of 15.04X and the industry average of 15.82X [12]. - The stock has seen a 12.2% increase over the past three months, outperforming the industry growth of 6.9% [13].

Company Performance - Lululemon (LULU) closed at $174.50, reflecting a +1.14% change from the previous day, outperforming the S&P 500, which lost 0.43% [1] - Over the last month, Lululemon's shares decreased by 16.97%, underperforming the Consumer Discretionary sector's loss of 3.62% and the S&P 500's gain of 0.89% [1] Upcoming Earnings - The upcoming earnings disclosure is anticipated, with projected earnings per share (EPS) of $4.74, indicating a 22.8% decrease from the same quarter last year [2] - Quarterly revenue is estimated at $3.6 billion, down 0.24% from the previous year [2] Annual Estimates - For the annual period, earnings are expected to be $13.06 per share, reflecting a -10.79% change from last year, while revenue is projected at $11.08 billion, signifying a +4.61% increase [3] Analyst Revisions - Recent changes to analyst estimates for Lululemon indicate short-term business trends, with positive revisions suggesting analyst optimism about the company's profitability [3] Zacks Rank and Performance - Lululemon currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate remaining unchanged over the past month [5] - The Zacks Rank system has a strong track record, with 1 stocks averaging an annual return of +25% since 1988 [5] Valuation Metrics - Lululemon is trading with a Forward P/E ratio of 13.21, which is lower than the industry average of 16.31, suggesting it is trading at a discount [6] - The company has a PEG ratio of 10.65, compared to the industry average PEG ratio of 2.21 [6] Industry Context - The Textile - Apparel industry, part of the Consumer Discretionary sector, has a Zacks Industry Rank of 59, placing it in the top 25% of over 250 industries [7] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [7]

Investors interested in Consumer Discretionary stocks should always be looking to find the best-performing companies in the group. Is LuxExperience B.V. - Sponsored ADR (LUXE) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Discretionary sector should help us answer this question.LuxExperience B.V. - Sponsored ADR is a member of our Consumer Discretionary group, which includes 261 different companies and currently sits at #11 ...

分组1 - V.F. reported quarterly earnings of $0.58 per share, exceeding the Zacks Consensus Estimate of $0.43 per share, but down from $0.62 per share a year ago, resulting in an earnings surprise of +34.88% [1] - The company achieved revenues of $2.88 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.26% and showing an increase from $2.83 billion year-over-year [2] - V.F. has outperformed the S&P 500 with a share price increase of about 12.2% since the beginning of the year, compared to the S&P 500's gain of 1.9% [3] 分组2 - The earnings outlook for V.F. is mixed, with the current consensus EPS estimate for the coming quarter at -$0.01 on revenues of $2.07 billion, and $0.64 on revenues of $9.15 billion for the current fiscal year [7] - The Zacks Industry Rank indicates that the Textile - Apparel sector is currently in the top 20% of over 250 Zacks industries, suggesting a favorable environment for V.F. [8] - Another company in the same industry, LuxExperience B.V. - Sponsored ADR, is expected to report a quarterly loss of $0.08 per share, reflecting a significant year-over-year decline of -157.1% [9]

Company Performance - Ralph Lauren's stock closed at $360.32, reflecting a -1.92% change from the previous day's closing price, which is less than the S&P 500's daily gain of 0.5% [1] - Over the past month, Ralph Lauren shares have appreciated by 2.59%, outperforming the Consumer Discretionary sector's loss of 2.73% and the S&P 500's gain of 0.18% [1] Upcoming Earnings Report - Ralph Lauren is scheduled to release its earnings on February 5, 2026, with an expected EPS of $5.55, representing a 15.15% increase from the prior-year quarter [2] - The consensus estimate for revenue is $2.31 billion, indicating a 7.77% increase compared to the year-ago quarter [2] Full Year Estimates - Analysts expect earnings of $15.42 per share and revenue of $7.78 billion for the full year, marking changes of +25.06% and +9.84% respectively from last year [3] Analyst Estimates and Outlook - Recent changes to analyst estimates for Ralph Lauren indicate a favorable outlook on the company's business health and profitability [4] - The Zacks Rank system, which includes estimate changes, currently ranks Ralph Lauren as 2 (Buy), suggesting a positive sentiment among analysts [6] Valuation Metrics - Ralph Lauren is trading at a Forward P/E ratio of 23.82, which is a premium compared to the industry average Forward P/E of 16.51 [7] - The company has a PEG ratio of 1.63, which is lower than the industry average PEG ratio of 2.8 [7] Industry Context - The Textile - Apparel industry, part of the Consumer Discretionary sector, has a Zacks Industry Rank of 63, placing it in the top 26% of all industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Group 1: Company Performance - Callaway Golf (CALY) has returned approximately 33.7% since the beginning of the calendar year, significantly outperforming the Consumer Discretionary sector, which has returned an average of -0.1% year-to-date [4] - The Zacks Consensus Estimate for CALY's full-year earnings has increased by 161% over the past quarter, indicating improving analyst sentiment and a positive earnings outlook [3] - Callaway Golf is currently ranked 1 (Strong Buy) in the Zacks Rank system, which emphasizes earnings estimates and revisions [3] Group 2: Industry Context - Callaway Golf belongs to the Leisure and Recreation Products industry, which includes 24 individual stocks and is currently ranked 89 in the Zacks Industry Rank, with an average gain of 6.8% this year [5] - In comparison, Ralph Lauren, another stock in the Consumer Discretionary sector, has a year-to-date return of 3.9% and belongs to the Textile - Apparel industry, which is ranked 63 and has declined by 12.1% this year [4][6]