Key Takeaways lululemon's stock tumbled 37% in 3 months, far underperforming peers and the broader market.Rising tariffs and weak U.S. traffic pressured margins, leading to a trimmed FY25 outlook.LULU trades at a 13.55X P/E, a premium to peers, despite lowered earnings estimates and profit risks.lululemon athletica inc. (LULU) stock has shown a dismal performance in the past three months, most notably after the first-quarter fiscal 2025 results. The stock has recorded a decline of 37% in the past three mont ...

Core Insights - PVH Corporation is expected to report a year-over-year decline in earnings for Q2 fiscal 2025, with revenues projected at $2.1 billion, reflecting a growth of 1.3% from the previous year, while earnings per share (EPS) are estimated to decline by 34.6% to $1.97 [1][10] Group 1: Earnings Performance - The Zacks Consensus Estimate for PVH's Q2 earnings has remained unchanged at $1.97 per share over the past 30 days, indicating a significant decline compared to the previous year [1] - In the last reported quarter, PVH delivered an earnings surprise of 2.7%, with an average trailing four-quarter earnings surprise of 13.5% [2] Group 2: Market Challenges - PVH is facing a challenging operating environment, particularly in the Asia-Pacific region and China, where macroeconomic headwinds are negatively impacting consumer sentiment [3][4] - The company is experiencing pressure on gross margins due to a more promotional retail environment, higher raw material costs, and currency headwinds, which are expected to affect profitability [5][6] Group 3: Strategic Initiatives - Despite the challenges, PVH's diversified brand portfolio positions it to achieve above-average industry growth, supported by effective marketing strategies and financial control [7] - The PVH+ Plan aims to accelerate growth by enhancing core strengths and connecting key brands with consumers, which may provide some cushion to quarterly performance [8] Group 4: Valuation and Market Performance - PVH shares are trading at a forward 12-month price-to-earnings ratio of 6.74X, below the five-year median of 8.6X and the industry average of 11.03X, indicating an attractive valuation opportunity [12] - Over the past three months, PVH's shares have declined by 8.9%, compared to a 16.4% decline in the industry [13]

Group 1 - Guess? (GES) shares increased by 26.3% to $16.85, with a significant trading volume, contrasting with a 0.5% loss over the past four weeks [1][2] - The stock's rally is attributed to a $1.4 billion take-private deal with Authentic Brands Group, which will own 51% of Guess?'s intellectual property, while Rolling Stockholders retain 49% and operational control [2] - The upcoming quarterly earnings for Guess? are projected at $0.14 per share, reflecting a year-over-year decline of 66.7%, with revenues expected to reach $757.14 million, a 3.4% increase from the previous year [2] Group 2 - The consensus EPS estimate for Guess? has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [4] - Guess? holds a Zacks Rank of 3 (Hold), similar to G-III Apparel Group (GIII), which closed at $25.85, down 0.8% in the last trading session [4] - G-III Apparel's consensus EPS estimate is $0.1, representing an 80.8% decline from the previous year, and it also holds a Zacks Rank of 3 (Hold) [5]

Group 1: Earnings Performance - Under Armour reported quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.03 per share, representing an earnings surprise of -33.33% [1] - The company posted revenues of $1.13 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.20%, but down from $1.18 billion year-over-year [2] - Over the last four quarters, Under Armour has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Group 2: Stock Performance and Outlook - Under Armour shares have lost about 19.8% since the beginning of the year, while the S&P 500 has gained 7.8% [3] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates of $0.26 on $1.36 billion in revenues for the coming quarter and $0.33 on $5.06 billion in revenues for the current fiscal year [7] Group 3: Industry Context - The Textile - Apparel industry, to which Under Armour belongs, is currently in the bottom 23% of over 250 Zacks industries, indicating a challenging environment [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Under Armour's stock performance [5]

Core Viewpoint - Superior Group (SGC) reported quarterly earnings of $0.1 per share, exceeding the Zacks Consensus Estimate of $0.05 per share, marking a 100% earnings surprise compared to $0.04 per share a year ago [1] - The company generated revenues of $144.05 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 7.34% and showing an increase from $131.74 million year-over-year [2] Financial Performance - Superior Group has surpassed consensus EPS estimates two times over the last four quarters [2] - The company experienced a significant earnings surprise of -145.45% in the previous quarter, where it was expected to post earnings of $0.11 per share but instead reported a loss of $0.05 [1][2] - The current consensus EPS estimate for the upcoming quarter is $0.22 on revenues of $143.34 million, and for the current fiscal year, it is $0.41 on revenues of $559.79 million [7] Stock Performance - Superior Group shares have declined approximately 40.8% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the market in the near future [6] Industry Outlook - The Textile - Apparel industry, to which Superior Group belongs, is currently ranked in the bottom 19% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [5]

Core Insights - LuxExperience B.V. shares experienced a 6.1% increase, closing at $8.04, following a period of 3.1% loss over the past four weeks, indicating a significant rebound in trading volume [1] - The stock rally is attributed to the strong performance of its Mytheresa business, characterized by robust GMV growth, increased spending from top customers, expanding product margins, and strong profitability despite macroeconomic challenges [2] - The company is set to benefit from an expanded partnership with Prada, which now includes global distribution rights, enhancing its market position [2] Financial Performance - LuxExperience is expected to report a quarterly loss of $0.27 per share, reflecting a year-over-year decline of 550%, while revenues are projected to reach $571.17 million, marking a 137.8% increase from the previous year [4] - The consensus EPS estimate has remained unchanged over the last 30 days, suggesting that the stock's price movement may not sustain without trends in earnings estimate revisions [5] Strategic Outlook - Following the acquisition of YOOX NET-A-PORTER, LuxExperience maintains confidence in the long-term potential of the combined entity, targeting approximately €4 billion in annual net sales and an adjusted EBITDA margin of 7–9% [3] - The company currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook within the Zacks Textile - Apparel industry [6]

Key Takeaways RL expects Q1 revenues to rise y/y in the high-single digits, driven by growth in Asia and Europe.Investments in digital, AI and DTC expansion are expected to have supported the top and bottom lines.Macro uncertainty, inflation and FX volatility remain key risks to RL's near-term performance.Ralph Lauren Corporation (RL) is set to report first-quarter fiscal 2026 results on Aug. 7, before market open. The Zacks Consensus Estimate for revenues is pegged at $1.65 billion, which indicates growth ...

Under Armour (UAA) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on August 8, might help the stock move higher if these key numbers are better than expectation ...

Core Viewpoint - Columbia Sportswear reported a quarterly loss of $0.19 per share, better than the Zacks Consensus Estimate of a loss of $0.28, indicating an earnings surprise of +32.14% [1] - The company has shown resilience by surpassing consensus EPS estimates three times over the last four quarters [2] Financial Performance - Columbia Sportswear posted revenues of $605.25 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 2.67% and up from $570.24 million year-over-year [2] - The current consensus EPS estimate for the upcoming quarter is $1.36 on revenues of $940.7 million, and for the current fiscal year, it is $3.46 on revenues of $3.4 billion [7] Stock Performance and Outlook - Columbia Sportswear shares have declined approximately 30.4% since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [3] - The company's earnings outlook is crucial for investors, as it reflects current consensus expectations and any recent changes [4] Industry Context - The Textile - Apparel industry, to which Columbia Sportswear belongs, is currently ranked in the bottom 18% of over 250 Zacks industries, which may negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that the company's stock may underperform in the near future [5][6]

Group 1: Earnings Performance - Savers Value Village (SVV) reported quarterly earnings of $0.14 per share, exceeding the Zacks Consensus Estimate of $0.12 per share, with a year-over-year comparison showing no change [1] - The earnings surprise for this quarter was +16.67%, and the company had a previous quarter surprise of +100% [1][2] - Over the last four quarters, the company has surpassed consensus EPS estimates two times [2] Group 2: Revenue Performance - The company posted revenues of $417.21 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.30% and showing an increase from $386.66 million year-over-year [2] - Savers Value has topped consensus revenue estimates two times over the last four quarters [2] Group 3: Stock Performance and Outlook - Savers Value shares have declined approximately 4.2% since the beginning of the year, while the S&P 500 has gained 8.2% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $0.15 on revenues of $420.24 million, and for the current fiscal year, it is $0.44 on revenues of $1.63 billion [7] Group 4: Industry Context - The Textile - Apparel industry, to which Savers Value belongs, is currently ranked in the bottom 18% of over 250 Zacks industries, indicating potential challenges [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Savers Value's stock performance [5][6]