Core Insights - Kohl's reported quarterly earnings of $0.1 per share, exceeding the Zacks Consensus Estimate of a loss of $0.19 per share, and down from earnings of $0.2 per share a year ago, representing an earnings surprise of +152.63% [1] - The company posted revenues of $3.58 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 2.55%, but down from $3.71 billion in the same quarter last year [2] - Kohl's has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.42 on revenues of $5.07 billion, and for the current fiscal year, it is $0.68 on revenues of $15.34 billion [7] - The trend of estimate revisions for Kohl's was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The Retail - Regional Department Stores industry, to which Kohl's belongs, is currently ranked in the top 14% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Viewpoint - Central Retail Corporation (CRC) has agreed to sell its Italian department store business, Rinascente, to its principal shareholder, Harng Central Department Store (HCDS), for €250 million (approximately Bt9.38 billion) [1] Financial Details - The deal includes the complete transfer of shares in CRC Holland, which operates Rinascente, and the settlement of a shareholder loan amounting to around €141 million ($165.8 million) as of 30 June 2025 [2] - CRC expects to secure net cash proceeds of approximately Bt13 billion, post-tax, from the deal [2] Use of Proceeds - Approximately Bt5.29 billion from the loan repayment will be used to reduce institutional debt, enhancing CRC's financial stability [2] - The remaining Bt7.7 billion from the asset sale may be distributed as a special dividend to shareholders, projected at Bt1.28 per share [3] Strategic Shift - This transaction aligns with CRC's strategic pivot towards markets with greater growth potential, such as Thailand and Vietnam, as growth prospects in Italy and other parts of Europe are currently subdued [3] - HCDS plans to merge Rinascente with its other European department store holdings, streamlining them under unified management [3] Governance and Advisory - The transaction is classified as both a connected transaction and an asset disposal by CRC [4] - An extraordinary general meeting of CRC's shareholders is scheduled for 6 November 2025 to vote on the proposed sale [4] - Avantgarde Capital has been appointed as an independent financial adviser to provide an opinion on the transaction for shareholders [4]

Company Overview - Dillard's (DDS) shares increased by 7.8% to $450.49 in the last trading session, with a higher-than-average trading volume, compared to a 6.7% gain over the past four weeks [1] - The company is focusing on growth opportunities in both brick-and-mortar and e-commerce, enhancing its customer base and performance [2] Financial Performance - Dillard's is expected to report quarterly earnings of $3.47 per share, reflecting a year-over-year decline of 24.4%, while revenues are projected to be $1.51 billion, an increase of 1.2% from the previous year [3] - The consensus EPS estimate for Dillard's has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] Shareholder Returns - The company is committed to rewarding shareholders through share buybacks and dividend payouts, which is seen as a positive sign for future performance [2] Industry Context - Dillard's operates within the Zacks Retail - Regional Department Stores industry, where Macy's (M) also operates, having closed 5.7% higher at $12.33 in the last trading session [4] - Macy's has seen a significant change in its EPS estimate, dropping by 14.3% over the past month to $0.18, which is a 66% decrease from the previous year [5]