Core Viewpoint - PVH shares have increased by approximately 9.3% over the past month, outperforming the S&P 500, but there are concerns about potential pullbacks leading up to the next earnings release [1] Estimates Movement - Estimates for PVH have trended downward over the past month, with the consensus estimate shifting down by 23.15% [2] VGM Scores - PVH has a Growth Score of D and a Momentum Score of F, but it received an A for Value, placing it in the top quintile for this investment strategy. The overall aggregate VGM Score for PVH is C [3] Outlook - The downward trend in estimates indicates a negative outlook for PVH, reflected in its Zacks Rank of 5 (Strong Sell), suggesting below-average returns in the coming months [4] Industry Performance - PVH is part of the Zacks Textile - Apparel industry, where Ralph Lauren has seen a 1.7% increase in shares over the past month. Ralph Lauren reported revenues of $1.7 billion for the last quarter, marking an 8.3% year-over-year increase [5] - For the current quarter, Ralph Lauren is expected to report earnings of $3.40 per share, reflecting a 25.9% increase from the previous year, with a slight estimate change of -0.6% over the last 30 days. Ralph Lauren holds a Zacks Rank of 3 (Hold) [6]

Company Performance - Ralph Lauren's stock increased by 1.93% to $279.81, outperforming the S&P 500's gain of 0.83% on the same day [1] - Over the last month, Ralph Lauren's shares decreased by 1.2%, lagging behind the Consumer Discretionary sector's gain of 7.03% and the S&P 500's gain of 4.99% [1] Upcoming Earnings - Analysts predict Ralph Lauren will report an EPS of $3.4, reflecting a growth of 25.93% compared to the same quarter last year [2] - Revenue is expected to reach $1.64 billion, indicating an increase of 8.27% year-over-year [2] Full Year Estimates - For the full year, earnings are projected at $13.63 per share, showing a growth of 10.54% from the previous year [3] - Revenue is estimated to be $7.31 billion, representing a 3.23% increase from the prior year [3] Analyst Estimates - Recent modifications to analyst estimates for Ralph Lauren indicate changing business trends, with upward revisions suggesting positive sentiment towards the company's operations [4] - The Zacks Rank system, which incorporates these estimate changes, currently ranks Ralph Lauren at 3 (Hold) [6] Valuation Metrics - Ralph Lauren has a Forward P/E ratio of 20.14, which is higher than the industry average of 14.34, indicating a premium valuation [7] - The company has a PEG ratio of 2.09, aligning with the industry average for Textile - Apparel stocks [7] Industry Context - The Textile - Apparel industry is part of the Consumer Discretionary sector and holds a Zacks Industry Rank of 204, placing it in the bottom 18% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Company Performance - Crocs (CROX) closed at $100.05, reflecting a +1.43% increase from the previous day, outperforming the S&P 500's daily gain of 0.8% [1] - Over the last month, Crocs shares have decreased by 7.71%, underperforming the Consumer Discretionary sector's gain of 4.49% and the S&P 500's gain of 5.12% [1] Upcoming Financial Results - The upcoming EPS for Crocs is projected at $4.06, indicating a 1.25% increase compared to the same quarter last year [2] - Revenue is anticipated to be $1.14 billion, representing a 2.91% increase from the same quarter last year [2] Full-Year Estimates - Full-year Zacks Consensus Estimates predict earnings of $12.9 per share and revenue of $4.14 billion, reflecting year-over-year changes of -2.05% and +0.84%, respectively [3] Analyst Estimates - Recent adjustments to analyst estimates for Crocs are important as they indicate changing near-term business trends, with upward revisions suggesting analyst optimism about the company's profitability [4] Zacks Rank and Valuation - Crocs currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate remaining unchanged over the past month [6] - The Forward P/E ratio for Crocs is 7.65, which is a discount compared to the industry average Forward P/E of 13.56 [7] - The PEG ratio for Crocs is 2.47, compared to the average PEG ratio of 2.02 for Textile - Apparel stocks [7] Industry Context - The Textile - Apparel industry is part of the Consumer Discretionary sector and currently has a Zacks Industry Rank of 211, placing it in the bottom 15% of over 250 industries [8]

Company Performance - Superior Group (SGC) shares decreased by 2.5% to $9.74, underperforming the S&P 500's loss of 0.22% on the same day [1] - Over the past month, SGC shares appreciated by 1.32%, outperforming the Consumer Discretionary sector's loss of 0.1% and the S&P 500's gain of 0.45% [1] Upcoming Earnings - Analysts expect Superior Group to report earnings of $0.07 per share, indicating a year-over-year growth of 75% [2] - The consensus estimate for quarterly revenue is $135.03 million, reflecting a 2.5% increase from the previous year [2] Full-Year Estimates - Zacks Consensus Estimates project full-year earnings of $0.49 per share and revenue of $559.79 million, representing year-over-year declines of 32.88% and 1.04%, respectively [3] Analyst Forecast Revisions - Recent revisions to analyst forecasts for Superior Group are important as they reflect short-term business trends [4] - Positive estimate revisions are viewed as a sign of optimism regarding the business outlook [4] Zacks Rank and Performance - The Zacks Rank system currently rates Superior Group as 4 (Sell), with the consensus EPS estimate decreasing by 13.6% over the past month [6] - Historically, 1 ranked stocks in the Zacks Rank system have yielded an average annual return of +25% since 1988 [6] Valuation Metrics - Superior Group has a Forward P/E ratio of 20.28, which is higher than the industry average Forward P/E of 13.65 [7] - The company's PEG ratio stands at 2.03, compared to the industry average PEG ratio of 1.98 [8] Industry Context - The Textile - Apparel industry, part of the Consumer Discretionary sector, holds a Zacks Industry Rank of 208, placing it in the bottom 16% of over 250 industries [9] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [9]

Core Insights - Ralph Lauren Corporation (RL) and PVH Corporation (PVH) are significant players in the Textile-Apparel industry, each with unique strategies and brand identities [1][2] - Both companies are adapting to evolving global consumer demands through digital innovation, supply chain agility, and direct-to-consumer expansion [2][3] Ralph Lauren (RL) Overview - Ralph Lauren is focusing on brand elevation, geographic diversification, and personalized promotions to support growth and cost management [4][5] - The company anticipates low-single-digit revenue growth in constant currency for fiscal 2026, with stronger momentum expected in the first half [6] - Gross margin is projected to remain flat, with AUR growth and lower cotton costs offsetting headwinds from higher tariffs [7] - RL's fiscal 2026 sales and EPS are expected to grow by 3.5% and 10.9% year-over-year, respectively [13] PVH Overview - PVH holds a dominant position in the premium and lifestyle apparel industry, with a diversified business model that includes direct-to-consumer, wholesale, and licensing [8][9] - The company is advancing its PVH+ Plan, focusing on brand elevation, digital acceleration, and operational efficiency, but faces macro pressures and shipment delays [10][12] - PVH's fiscal 2025 sales are projected to grow by 1.4%, while EPS is expected to decline by 5.9% [16] Stock Performance and Valuation - RL is trading at a forward price-to-earnings multiple of 18.65X, significantly higher than the industry average of 11.22X, while PVH trades at a multiple of 5.55 [18] - Ralph Lauren's stock has gained 18.2% in the past three months, outperforming PVH and the broader industry [21] - Despite PVH's strong brand portfolio, its discounted valuation may reflect limited near-term visibility amid ongoing macroeconomic headwinds [19] Conclusion - RL is positioned as a stronger contender in 2025 due to consistent strategic execution, strong brand equity, and a promising financial outlook [22] - For investors seeking stability and consistent growth, RL presents a compelling investment opportunity [25]

Core Viewpoint - Oxford Industries reported quarterly earnings of $1.82 per share, matching the Zacks Consensus Estimate, but down from $2.66 per share a year ago [1] - The company posted revenues of $392.86 million for the quarter, exceeding the Zacks Consensus Estimate by 1.98%, but down from $398.18 million year-over-year [2] Financial Performance - Over the last four quarters, Oxford Industries has surpassed consensus EPS estimates only once [2] - The company has topped consensus revenue estimates two times over the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $2.24, with expected revenues of $410.97 million, and for the current fiscal year, the estimate is $4.68 on $1.49 billion in revenues [7] Stock Performance - Oxford Industries shares have declined approximately 30.5% since the beginning of the year, contrasting with the S&P 500's gain of 2.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Outlook - The Textile - Apparel industry, to which Oxford Industries belongs, is currently ranked in the bottom 18% 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 - lululemon athletica inc. (LULU) reported first-quarter fiscal 2025 results with revenues and earnings exceeding expectations and showing year-over-year improvement, driven by broad-based gains across various channels and markets, particularly in the United States [1][5] Financial Performance - The company's EPS for Q1 was $2.60, a 2.4% increase from $2.54 in the prior-year quarter, surpassing the Zacks Consensus Estimate of $2.59 [2] - Quarterly revenues rose 7% year over year to $2.37 billion, exceeding the Zacks Consensus Estimate of $2.36 billion, with net revenues improving 8% on a constant-dollar basis [3][5] - Gross profit increased 8% year over year to $1.4 billion, with gross margin expanding 60 basis points to 58.3% [9][10] Sales and Market Performance - Total comparable sales rose 1% year over year, with a 2% decline in the Americas and a 6% increase internationally [6] - Revenue growth in key markets included a 21% increase in Mainland China and a 16% increase in the Rest of the World [7] Strategic Initiatives - lululemon opened three net new stores in Q1 and plans to open 14 net new stores in Q2, with a total of 40-45 new stores anticipated for fiscal 2025 [13][14] - The company aims for overall square footage growth in the low-double-digits for fiscal 2025, focusing on international markets, particularly China [14] Future Guidance - For fiscal 2025, lululemon anticipates net revenues of $11.15-$11.3 billion, indicating 5-7% year-over-year growth, with expectations of positive growth across all regions [20] - The company expects a gross margin decline of 110 basis points year over year, primarily due to increased tariffs and currency headwinds [21][24] Operational Metrics - SG&A expenses increased 11.9% year over year to $942.9 million, with the SG&A expense rate rising to 39.8% [11] - Operating income rose 1% year over year to $438.6 million, with an operating margin of 18.5% [12] Inventory and Capital Expenditure - lululemon's inventories rose 17% year over year to $1.7 billion, with capital expenditure of $152 million in Q1 [15][16]

Company Performance - Lululemon reported quarterly earnings of $2.60 per share, exceeding the Zacks Consensus Estimate of $2.59 per share, and showing an increase from $2.54 per share a year ago, representing an earnings surprise of 0.39% [1] - The company posted revenues of $2.37 billion for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 0.59%, and up from $2.21 billion year-over-year [2] - Over the last four quarters, Lululemon has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Outlook - Lululemon shares have declined approximately 12.4% since the beginning of the year, while the S&P 500 has gained 1.5% [3] - The current consensus EPS estimate for the upcoming quarter is $3.27 on revenues of $2.56 billion, and for the current fiscal year, it is $14.72 on revenues of $11.19 billion [7] Industry Context - The Textile - Apparel industry, to which Lululemon belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Lululemon's stock performance [5]

Core Viewpoint - PVH's stock has dropped nearly 20% after lowering its full-year guidance despite exceeding Q1 expectations, raising questions about potential investment opportunities in the premium retailer's stock [1][3]. Group 1: Company Overview - PVH, formerly known as Phillips-Van Heusen Corporation, operates iconic fashion brands like Tommy Hilfiger and Calvin Klein, specializing in a wide range of apparel and accessories sold globally [2]. - The company has consistently surpassed earnings expectations, achieving a Q1 EPS of $2.30, exceeding the expected $2.24, although this represents a 6% decline from the previous year's $2.45 [5][6]. Group 2: Financial Performance - PVH reported Q1 sales of $1.98 billion, surpassing estimates of $1.93 billion and showing an increase from $1.95 billion in the prior period [6]. - The company has maintained an average earnings surprise of 13.47% and a sales surprise of 1.38% over the last four quarters [6]. Group 3: Guidance and Projections - PVH has lowered its EPS guidance for fiscal 2026 to between $10.75 and $11.00, down from a previous range of $12.40 to $12.75, and below the current Zacks Consensus of $12.59 [8][9]. - Despite the lowered guidance, Zacks projects a 13% increase in annual earnings for FY27 to $14.21, although EPS estimates may trend lower following the recent guidance [9]. Group 4: Valuation Metrics - PVH's stock is currently valued at 6.4X forward earnings, significantly lower than the Zacks Textile-Apparel Industry average of 13.3X, indicating a potential buying opportunity for long-term investors [11]. - The company's PEG ratio stands at 0.57, suggesting it is undervalued relative to its growth rate, and it trades at less than 1X forward sales [12]. Group 5: Investment Considerations - Following the Q1 report, PVH stock holds a Zacks Rank 3 (Hold), with potential for a rebound, but investors should monitor earnings estimate revisions closely [16]. - A decline in FY26 EPS estimates is anticipated, and a significant drop in FY27 estimates could indicate further downside risk [16][17].

Company Overview - UniFirst Corporation is a North American leader in the supply and servicing of uniform and workwear programs, facility service products, and first aid and safety supplies and services [3] - The company manages specialized garment programs for the cleanroom and nuclear industries and manufactures its own branded workwear and protective clothing at five ISO-9001-certified manufacturing facilities [3] - UniFirst operates more than 270 service locations and serves over 300,000 customer locations, outfitting more than 2 million workers daily with a workforce of over 16,000 employees [3] Upcoming Financial Reporting - UniFirst Corporation will report its Fiscal 2025 third quarter results on July 2, 2025, before the market opens [1] - A conference call will be held at 9:00 a.m. Eastern Time on the same day to discuss quarterly financial results, business highlights, and outlook [1] - The company may address questions regarding business and financial developments, earnings forecasts, and other relevant matters, potentially including undisclosed information [1]