Key Takeaways LULU has plunged 10% in three months, lagging peers and broader market performance.Soft U.S. demand, margin pressure and higher tariffs are driving weaker near-term results.International momentum and product refresh efforts are positioned to support longer-term growth.lululemon athletica inc. (LULU) has lost lust in recent months, with its shares recording a 10% decline in the past three months. The recent stock decline is greater than the Textile - Apparel industry’s 6.8% loss and the Consume ...

The Consumer Discretionary group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Guess (GES) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.Guess is a member of our Consumer Discretionary group, which includes 265 different companies and currently sits at #12 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the ind ...

Core Insights - PVH Corporation is expected to report a year-over-year decline in earnings for the third quarter of fiscal 2025, with revenues projected at $2.3 billion, reflecting a growth of 0.6% from the previous year. However, earnings per share are estimated to decline by 15.5% year over year to $2.56 [1][8]. Financial Performance - The Zacks Consensus Estimate for PVH's fiscal third-quarter earnings has remained unchanged at $2.56 per share, indicating a significant decline compared to the previous year [1]. - In the last reported quarter, PVH delivered an earnings surprise of 27.92%, with an average trailing four-quarter earnings surprise of 12.30% [2]. Factors Impacting Earnings - PVH is facing a challenging operating environment, particularly in the Asia-Pacific region, with weak consumer sentiment in China impacting performance [3]. - The company is experiencing gross margin pressure due to a promotional retail environment, increased costs, and delays in Calvin Klein products. A gross margin decline of approximately 175 basis points year over year is anticipated, with 80 basis points attributed to unmitigated tariff impacts [4]. Management Guidance - Management has projected that third-quarter fiscal 2025 sales will be flat to slightly up on a reported basis, but slightly down on a constant-currency basis. Adjusted earnings per share are expected to be between $2.35 and $2.50, down from $3.03 in the prior year [5]. - Interest expenses are expected to rise to $22 million, up from $16 million in the same quarter last year, due to financing costs related to accelerated share repurchase agreements [5]. Brand Performance and Market Position - Despite headwinds, PVH's diversified brand portfolio and the momentum from its PVH+ Plan provide offsets. The strength of Calvin Klein and Tommy Hilfiger is evident in product innovation and improved direct-to-consumer trends [6]. - Positive forward-looking wholesale order books in Europe and improvements in North America direct-to-consumer traffic indicate strong underlying brand health [6]. Valuation Perspective - PVH shares are trading at a forward 12-month price-to-earnings ratio of 7.44X, which is below the five-year median of 8.30X and the industry average of 16.11X, presenting an attractive investment opportunity [9]. Market Movements - PVH's shares have gained 1.1% over the past three months, contrasting with a 7.6% decline in the industry [10].

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Core Insights - Guess (GES) reported quarterly earnings of $0.35 per share, exceeding the Zacks Consensus Estimate of $0.23 per share, and showing a slight increase from $0.34 per share a year ago, resulting in an earnings surprise of +52.17% [1] - The company achieved revenues of $791.43 million for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 2.25% and increasing from $738.52 million year-over-year [2] - Guess shares have increased approximately 20.3% year-to-date, outperforming the S&P 500's gain of 14% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.53 on revenues of $1.01 billion, and for the current fiscal year, it is $1.60 on revenues of $3.2 billion [7] - The estimate revisions trend for Guess was mixed prior to 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 Textile - Apparel industry, to which Guess belongs, is currently ranked in the top 33% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, Duluth Holdings (DLTH), is expected to report a quarterly loss of $0.56 per share, reflecting a year-over-year decline of -36.6% [9]

Core Insights - Investors are evaluating Kontoor Brands (KTB) and Cintas (CTAS) for potential undervalued stock opportunities [1] Group 1: Zacks Rank and Earnings Outlook - KTB has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while CTAS has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank emphasizes recent positive revisions to earnings estimates, suggesting KTB's improving earnings outlook [3] Group 2: Valuation Metrics - KTB's forward P/E ratio is 12.59, significantly lower than CTAS's forward P/E of 38.01 [5] - KTB has a PEG ratio of 1.57, while CTAS has a PEG ratio of 3.17, indicating KTB is more favorably valued in terms of expected earnings growth [5] - KTB's P/B ratio is 7.27 compared to CTAS's P/B of 15.55, further highlighting KTB's relative valuation advantage [6] Group 3: Value Grades - KTB holds a Value grade of B, while CTAS has a Value grade of F, indicating KTB is currently the superior value option based on various valuation metrics [6]

Core Viewpoint - Adtalem Global Education (ATGE) has been outperforming the Consumer Discretionary sector in 2023, with a year-to-date return of approximately 5.4%, while the sector has seen an average loss of 14.7% [4]. Company Performance - Adtalem Global Education is ranked 12 in the Zacks Sector Rank among 265 companies in the Consumer Discretionary group [2]. - The Zacks Rank for ATGE is currently 2 (Buy), indicating a positive earnings outlook [3]. - The Zacks Consensus Estimate for ATGE's full-year earnings has increased by 1.2% over the past quarter, reflecting improved analyst sentiment [4]. Industry Comparison - Adtalem Global Education belongs to the Schools industry, which is ranked 70 in the Zacks Industry Rank. This industry has experienced an average loss of 2.7% this year, indicating that ATGE is performing better than its peers [6]. - In contrast, Ralph Lauren, another stock in the Consumer Discretionary sector, has a year-to-date return of 42.1% and belongs to the Textile - Apparel industry, which is ranked 88 and has declined by 18.8% this year [5][6]. Future Outlook - Investors interested in Consumer Discretionary stocks should monitor Adtalem Global Education and Ralph Lauren, as both companies are expected to maintain their strong performance [7].

LuxExperience B.V. - Sponsored ADR (LUXE) came out with a quarterly loss of $0.71 per share versus the Zacks Consensus Estimate of a loss of $0.28. This compares to earnings of $0.06 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -153.57%. A quarter ago, it was expected that this company would post a loss of $0.27 per share when it actually produced a loss of $0.33, delivering a surprise of -22.22%.Over the last four quarters ...

分组1 - Under Armour reported quarterly earnings of $0.04 per share, exceeding the Zacks Consensus Estimate of $0.03 per share, compared to earnings of $0.3 per share a year ago, representing an earnings surprise of +33.33% [1] - The company posted revenues of $1.33 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.98%, 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 topped consensus revenue estimates four times during the same period [2] 分组2 - The stock has underperformed, losing about 44.3% since the beginning of the year, while the S&P 500 has gained 15.6% [3] - The current consensus EPS estimate for the coming quarter is $0.05 on revenues of $1.33 billion, and for the current fiscal year, it is $0.06 on revenues of $4.94 billion [7] - The Zacks Industry Rank for Textile - Apparel is currently in the top 35% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Company Performance - Lululemon's stock closed at $160.66, down 2.91%, underperforming the S&P 500's daily loss of 1.17% [1] - Prior to the recent trading session, Lululemon shares had declined 4.97%, lagging behind the Consumer Discretionary sector's loss of 4.73% and the S&P 500's gain of 2.12% [1] Earnings Forecast - The upcoming EPS for Lululemon is projected at $2.22, indicating a 22.65% decrease compared to the same quarter last year [2] - Quarterly revenue is expected to be $2.49 billion, reflecting a 3.78% increase from the previous year [2] Annual Estimates - For the entire year, earnings are forecasted at $12.91 per share, representing an 11.82% decline, while revenue is projected at $10.98 billion, showing a 7.86% increase compared to the previous year [3] Analyst Sentiment - Recent changes in analyst estimates for Lululemon suggest a correlation with short-term business trends, with upward revisions indicating analysts' positive outlook on the company's operations [4] Zacks Rank and Valuation - Lululemon currently holds a Zacks Rank of 5 (Strong Sell), with the Zacks Consensus EPS estimate having increased by 0.03% over the past month [6] - The company is trading at a Forward P/E ratio of 12.82, which is lower than the industry average of 15.66 [7] - Lululemon's PEG ratio stands at 10.34, significantly higher than the industry average PEG ratio of 2.41 [7] Industry Context - The Textile - Apparel industry, part of the Consumer Discretionary sector, ranks in the bottom 37% of all industries according to the Zacks Industry Rank [8]