Core Insights - The National Retail Federation (NRF) anticipates a record 186.9 million consumers will shop during the Thanksgiving weekend, indicating the growing significance of this shopping period for retailers and supply-chain partners [1][2] Shopping Trends - A survey indicates that 58% of consumers have already started their holiday shopping, with the expected turnout of 186.9 million shoppers representing an increase of over 3 million from last year's 183.4 million [2] - Black Friday remains the primary shopping day, with approximately 70% of respondents (around 130.4 million) planning to shop on that day [2] - Cyber Monday is expected to attract about 40% of consumers (73.9 million) for online shopping, while 67 million consumers are anticipated to shop on Small Business Saturday, with 80% intending to support local businesses [3] Gift Preferences and Spending - Clothing and accessories are the top planned gift category for 50% of consumers, followed by gift cards (43%) and toys (32%) [4] - Gift-card spending is projected to reach US $29.1 billion this season, an increase from approximately US $28.6 billion last year, with consumers planning to purchase three to four gift cards at an average spend of about US $171 each [4] Payment Methods and Charitable Activities - Debit cards are the preferred payment method for 44% of consumers, followed by credit cards (37%) and cash (16%), with 59% expected to use digital wallets and apps [5] - Notably, around 67% of consumers plan to engage in at least one charitable activity during the shopping period, such as financial donations (32%) or donating items (31%) [5] Implications for Retailers and Supply-Chain Partners - The anticipated high volume of purchases indicates increased pressure on fulfillment, inventory planning, and customer service operations for retailers [6] - Retailers must effectively balance demand across in-store, online, and omnichannel channels, as consumers increasingly rely on online searches (41%) and peer/family recommendations (35%) for shopping inspiration [7]

Core Insights - Canada Goose reported a quarterly loss of $0.1 per share, missing the Zacks Consensus Estimate of a loss of $0.04, and compared to earnings of $0.04 per share a year ago, indicating an earnings surprise of -150.00% [1] - The company posted revenues of $197.96 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 4.55%, but showing a slight increase from year-ago revenues of $196.32 million [2] - Canada Goose shares have increased approximately 41.1% since the beginning of the year, outperforming the S&P 500's gain of 15.6% [3] Earnings Outlook - The earnings outlook for Canada Goose is mixed, with the current consensus EPS estimate for the coming quarter at $1.21 on revenues of $467.51 million, and $0.81 on revenues of $1.05 billion for the current fiscal year [7] - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Retail - Apparel and Shoes industry, to which Canada Goose belongs, is currently in the top 22% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% of industries [8] - Genesco, another company in the same industry, is expected to report quarterly earnings of $0.90 per share, reflecting a year-over-year change of +47.5% [9]

Core Insights - In June, Greek consumers experienced a significant decline in both essential and non-essential spending, with personal care and fitness, dining, and clothing and accessories seeing the largest drops [1] Group 1: Consumer Spending Trends - Personal care and fitness spending decreased by 50% [1] - Dining expenditures also fell by 50% [1] - Clothing and accessories spending dropped by 45% [1] Group 2: Apparel Industry Performance - According to the Greek Apparel Association (SEPEE), apparel exports and domestic retail market have been sluggish in the first four months of the year [1] - Apparel and textile exports declined by 4% [1] - Clothing retail saw a slight increase of 0.6%, which is below the inflation rate [1]

Core Insights - Monro Muffler Brake (MNRO) reported a quarterly loss of $0.09 per share, matching the Zacks Consensus Estimate, and a significant decline from earnings of $0.21 per share a year ago, resulting in an earnings surprise of -200% [1] - The company generated revenues of $294.99 million for the quarter ended March 2025, slightly exceeding the Zacks Consensus Estimate by 0.09%, but down from $310.08 million in the same quarter last year [2] - Monro shares have decreased by approximately 48.5% year-to-date, contrasting with a 0.7% gain in the S&P 500 [3] Earnings Outlook - The future performance of Monro's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook, including current consensus earnings expectations for upcoming quarters [4][6] - The current consensus EPS estimate for the next quarter is $0.24 on revenues of $301.2 million, and for the current fiscal year, it is $0.87 on revenues of $1.24 billion [7] Industry Context - The Consumer Services - Miscellaneous industry, to which Monro belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]