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]

Ralph Lauren (RL) ended the recent trading session at $360.32, demonstrating a -1.92% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily gain of 0.5%. Elsewhere, the Dow gained 0.64%, while the tech-heavy Nasdaq added 0.43%. Shares of the upscale clothing company have appreciated by 2.59% over the course of the past month, outperforming the Consumer Discretionary sector's loss of 2.73%, and the S&P 500's gain of 0.18%.The investment community will be closely ...

The Consumer Discretionary group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Callaway Golf (CALY) been one of those stocks this year? 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.Callaway Golf is one of 261 individual stocks in the Consumer Discretionary sector. Collectively, these companies sit at #13 in the Zacks Sector ...

Core Insights - V.F. Corporation (VFC) is expected to report year-over-year declines in both revenue and earnings for the third quarter of fiscal 2026, with revenues estimated at $2.77 billion, reflecting a 2.4% decrease from the previous year [1][10] - The earnings consensus estimate is 43 cents per share, indicating a decline of over 30% compared to the same quarter last year [2] Revenue and Earnings Expectations - The anticipated revenue decline is attributed to ongoing brand-specific and structural challenges, particularly in the Americas region, where the Vans brand continues to struggle [3][10] - Revenue for Vans and Timberland is projected to decrease by 3.9% and 4.9% year-over-year, respectively, due to earlier store closures and strategic exits from certain value channels [4] Cost and Margin Pressures - Macroeconomic factors such as inflation and reduced discretionary spending are exacerbating VFC's challenges, leading to margin compression from increased promotions, tariffs, and higher input and logistics costs [5][10] - Management has indicated a decline in gross margin for the third quarter, with adjusted operating income expected to be between $275 million and $305 million, down from $324 million the previous year [6] Strategic Initiatives - The company's transformation program, "Reinvent," aims to enhance brand focus and operational performance, with ongoing investments in digital and supply-chain capabilities to improve efficiency [7] Market Position and Valuation - VFC's stock is currently trading at a price/earnings ratio of 21.13 on a forward 12-month basis, which is higher than the industry average of 16.41, but lower than its previous high of 32.49 [11] - Over the past three months, VFC's shares have increased by 22.3%, outperforming the industry's growth of 3.2% [11]

Company Overview - Betterware de Mexico SAPI de C (BWMX) is currently ranked 1 (Strong Buy) in the Zacks Rank system, indicating a strong potential for outperforming the market in the near term [3] - The stock has shown a year-to-date return of 36.8%, significantly outperforming the average loss of 0.5% in the Consumer Discretionary sector [4] Earnings Outlook - The Zacks Consensus Estimate for BWMX's full-year earnings has increased by 38% over the past quarter, reflecting improved analyst sentiment and a more positive earnings outlook [4] - Betterware de Mexico SAPI de C is part of the Consumer Products - Discretionary industry, which has an average loss of 0.9% this year, further highlighting BWMX's strong performance [6] Industry Context - The Consumer Discretionary sector, which includes 261 individual stocks, is currently ranked 12 in the Zacks Sector Rank [2] - In comparison, G-III Apparel Group (GIII), another stock in the Consumer Discretionary sector, has returned 0.7% year-to-date and has a Zacks Rank of 2 (Buy) [5] - The Textile - Apparel industry, to which G-III belongs, has experienced a decline of 12.9% this year, contrasting with the performance of Betterware de Mexico SAPI de C [7]

Company Performance - V.F. (VFC) closed at $18.82, down 1.88% from the previous trading session, underperforming the S&P 500 which lost 0.06% [1] - Over the past month, VFC shares appreciated by 4.47%, outperforming the Consumer Discretionary sector's loss of 1.49% and the S&P 500's gain of 1.99% [1] Upcoming Earnings Report - V.F. is scheduled to release its earnings on January 28, 2026, with an expected EPS of $0.43, indicating a 30.65% decline compared to the same quarter last year [2] - The consensus estimate projects revenue of $2.76 billion, reflecting a 2.6% fall from the equivalent quarter last year [2] Full-Year Estimates - Zacks Consensus Estimates for V.F. call for earnings of $0.69 per share and revenue of $9.29 billion, representing year-over-year changes of -6.76% and -3.67%, respectively [3] - Recent changes to analyst estimates for V.F. may indicate shifting business trends, with positive alterations suggesting analyst optimism [3] Valuation Metrics - V.F. has a Forward P/E ratio of 27.65, which is a premium compared to the industry average Forward P/E of 16.77 [6] - The company has a PEG ratio of 1.8, while the Textile - Apparel industry holds an average PEG ratio of 2.96 [6] Industry Ranking - The Textile - Apparel industry is part of the Consumer Discretionary sector and currently holds a Zacks Industry Rank of 62, placing it in the top 26% of over 250 industries [7] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Company Performance - Pool Corp. has returned approximately 14.5% since the beginning of the calendar year, outperforming the average gain of 2.5% in the Consumer Discretionary group [4] - The Zacks Consensus Estimate for Pool Corp.'s full-year earnings has increased by 0.2% over the past quarter, indicating improved analyst sentiment and earnings outlook [3] Industry Comparison - Pool Corp. belongs to the Leisure and Recreation Products industry, which includes 24 companies and is currently ranked 70 in the Zacks Industry Rank. This industry has seen an average gain of 7.2% year-to-date, with Pool Corp. performing better than its peers [5] - In contrast, the Textile - Apparel industry, which includes Revolve Group, has experienced a decline of 12.4% since the beginning of the year, and is ranked 52 [6] Zacks Rank - Pool Corp. currently holds a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to other stocks in the Consumer Discretionary sector [3] - Revolve Group, another notable stock in the Consumer Discretionary sector, has a Zacks Rank of 1 (Strong Buy) with a consensus EPS estimate increase of 32.4% over the past three months [5]

Core Insights - UniFirst Corporation reported a first quarter revenue increase of 2.7% to $621.3 million compared to $604.9 million in the same period last year, driven by organic growth in its core Uniform & Facility Service Solutions segment [6][22] - The company experienced a decline in operating margin to 7.3% from 9.2% in the prior year, attributed to planned investments in growth and digital transformation initiatives [6][22] - Net income decreased to $34.4 million from $43.1 million year-over-year, with diluted earnings per share dropping to $1.89 from $2.31 [6][22] Financial Performance - Consolidated revenues for the first quarter of fiscal 2026 were $621.3 million, a 2.7% increase from $604.9 million in fiscal 2025 [6][22] - Operating margin fell to 7.3% from 9.2% in the previous year, reflecting the impact of growth investments [6][22] - Net income was reported at $34.4 million, down from $43.1 million, with diluted earnings per share at $1.89 compared to $2.31 [6][22] Segment Performance - The Uniform & Facility Service Solutions segment generated revenues of $565.9 million, reflecting a 2.4% organic growth [7][22] - The First Aid & Safety Solutions segment saw a revenue increase of 15.3% to $30.2 million, while the Other segment's revenue decreased by 2.9% to $25.2 million [7][22] - Operating income for the Uniform & Facility Service Solutions segment was $41.8 million, with an operating margin of 7.4% [22][29] Capital Allocation and Shareholder Returns - The company repurchased $31.7 million of its common stock in the first quarter and declared a quarterly cash dividend of $0.365 per share, marking the eighth consecutive year of dividend growth [3][14] - As of November 29, 2025, UniFirst had cash and cash equivalents of $129.5 million and no long-term debt [14][20] Financial Outlook - UniFirst reaffirmed its full-year fiscal 2026 guidance, projecting consolidated revenues between $2.475 billion and $2.495 billion and fully diluted earnings per share between $6.58 and $6.98 [9][10]

Company Overview - Gildan Activewear (GIL) is a notable stock within the Consumer Discretionary sector, which consists of 261 individual stocks [2] - Gildan Activewear currently holds a Zacks Rank of 2 (Buy), indicating a favorable outlook based on earnings estimates and revisions [3] Performance Analysis - Over the past three months, the Zacks Consensus Estimate for Gildan's full-year earnings has increased by 18.8%, reflecting improved analyst sentiment [4] - Year-to-date, Gildan Activewear has returned approximately 2.8%, outperforming the average return of 2.5% for the Consumer Discretionary sector [4] - In the Textile - Apparel industry, which includes 22 companies, Gildan is performing better than the industry average, as this group has seen a decline of about 14.2% this year [6] Industry Context - The Consumer Discretionary sector is ranked 10 in the Zacks Sector Rank, which evaluates 16 different sector groups [2] - Gildan Activewear's performance is contrasted with Acushnet (GOLF), another outperforming stock in the Consumer Discretionary sector, which has increased by 5.9% year-to-date [5] - Acushnet belongs to the Leisure and Recreation Products industry, currently ranked 110, which has seen a slight increase of 0.4% since the beginning of the year [7]