Group 1: Company Overview - Pool Corp. is a leading distributor of swimming pool supplies, equipment, and related leisure products, with a significant presence in the pool industry [1] - The company faces competition from other firms in the leisure and home improvement sectors [1] Group 2: Financial Performance - Robert W. Baird set a price target of $320 for Pool Corp., indicating a potential upside of 26.84% from its current price of $252.28 [2][6] - The stock dropped by 30% in 2025 due to slow revenue growth, with net sales for the first nine months of 2025 slightly down compared to the previous year [2] - The stock has fluctuated recently, with a price increase of $9.48, reflecting a 3.90% rise, and has traded between a low of $242.34 and a high of $253.04 during the day [4][6] Group 3: Dividend and Market Conditions - Pool Corp. offers a dividend yield of approximately 2.2%, which could become more attractive if the stock price continues to decline [3][6] - The company faces significant challenges in 2026, including an affordability crisis in the U.S. amid high living costs despite a slight easing of inflation rates [3] Group 4: Growth Potential - For Pool Corp. to rally, higher revenue growth is essential; stagnant or declining sales may lead to further decreases in share price [5] - Despite recent setbacks, Pool Corp. had an impressive performance in the 2010s, surpassing the S&P 500, making it a stock worth monitoring [5]

分组1 - Pool Corp. reported quarterly earnings of $5.17 per share, exceeding the Zacks Consensus Estimate of $5.12 per share, and showing an increase from $4.98 per share a year ago, resulting in an earnings surprise of +0.98% [1] - The company posted revenues of $1.78 billion for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.21%, and showing a year-over-year increase from $1.77 billion [2] - Over the last four quarters, Pool Corp. has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] 分组2 - The stock has underperformed the market, losing about 7.1% since the beginning of the year, while the S&P 500 has gained 8.1% [3] - The current consensus EPS estimate for the coming quarter is $3.42 on revenues of $1.45 billion, and for the current fiscal year, it is $10.95 on revenues of $5.31 billion [7] - The Leisure and Recreation Products industry, to which Pool Corp. belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, indicating potential challenges for stock performance [8]