Key Takeaways Dillard's Q4 EPS topped estimates, but revenues fell 2.7% and missed forecasts as comps dipped 1%.DDS shares slid 8% after softer same-store sales and weaker-than-expected quarterly revenues.Dillard's gross margin rose to 35.4%, while SG&A climbed on higher payroll costs and inventory grew 2%.Dillard's Inc. (DDS) posted fourth-quarter fiscal 2025 results, wherein the top line missed the Zacks Consensus Estimate, while the bottom line surpassed the same. Meanwhile, the company’s sales and earni ...

Revolve Group (NYSE:RVLV) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsAnna Andreeva - Managing DirectorErik Randerson - VP of Investor RelationsGabriella Garr - Equity Research AssociateJay Sole - Managing DirectorJesse Timmermans - CFOMary Sport - Equity Research AssociateMichael Binetti - Senior Managing DirectorMichael Mente - Co-Founder and Co-CEOMike Karanikolas - Co-Founder and Co-CEONathan Feather - Equity Research AssociatePeter McGoldrick - VP and Equity Research Associa ...

Revolve Group (NYSE:RVLV) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsAnna Andreeva - Managing DirectorErik Randerson - VP of Investor RelationsGabriella Garr - Equity Research AssociateJay Sole - Managing DirectorJesse Timmermans - CFOMary Sport - Equity Research AssociateMichael Binetti - Senior Managing DirectorMichael Mente - Co-Founder and Co-CEOMike Karanikolas - Co-Founder and Co-CEONathan Feather - Equity Research AssociatePeter McGoldrick - VP and Equity Research Associa ...

Revolve Group (NYSE:RVLV) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Speaker14Hello, thank you for standing by. My name is Bella, I will be your conference operator today. At this time, I would like to welcome everyone to Revolve Group fourth quarter and full year 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star, the ...

Key Takeaways TPR has surged 85% in a year, far outpacing the industry and the broader market's returns.TPR raised its FY26 revenue view to $7.75B and EPS to $6.40-$6.45 after strong Q2 results.TPR posted Q2 growth of 34% in China, 22% in Europe and 17% in North America.Tapestry, Inc. (TPR) has experienced a remarkable increase in its stock price over the past year. The stock has rallied 85%, significantly outpacing the Zacks Retail-Apparel and Shoes industry’s 21% growth. The company’s enhanced operational ...

Revolve Group, Inc. to Present at Upcoming Raymond James and UBS Investor Conferences[Accessibility Statement] [Skip Navigation]LOS ANGELES, Feb. 24, 2026 /PRNewswire/ -- Revolve Group, Inc. (NYSE: [RVLV]), the next-generation fashion retailer for Millennial and Generation Z consumers, will present at the following investor conferences:- UBS Global Consumer and Retail Conference on Wednesday, March 11, 2026 at 8:00 a.m. ET / 5:00 a.m. PT.- Raymond James Institutional Investors Conference on Monday, March 2, ...

Birkenstock Holding plc (NYSE:BIRK) is among the 11 Best High Growth Consumer Stocks to Buy Right Now. Deutsche Bank Lowers its Price Target on Birkenstock Holding plc (BIRK) to $49 and Maintains a Buy Rating On February 13, 2026, Deutsche Bank lowered its price target on Birkenstock Holding plc (NYSE:BIRK) to $49 from $50 and maintained a Buy rating. On February 12, 2026, Birkenstock Holding plc (NYSE:BIRK) reported Q1 revenue of EUR 401.9M compared to EUR 361.72M last year. CEO Oliver Reichert said re ...

Core Viewpoint - Nike is recognized as a leader in the global athletic apparel and footwear market but is currently facing challenges, with shares trading 64% below their peak in November 2021, as it undergoes a strategic pivot to regain consistent sales and profit growth [1]. Group 1: Financial Performance - For fiscal 2026, consensus analyst estimates predict revenue growth of less than 1%, indicating stabilizing demand levels [4]. - Earnings per share are expected to decline by 28% due to President Trump's tariffs adding $1.5 billion to annual product costs, alongside pressure on margins from increased wholesale revenues [5]. Group 2: Strategic Focus - Nike is refocusing on core areas that solidified its industry position, emphasizing fresh sports-centered products and realigning with retail partners after a shift towards direct-to-consumer e-commerce during the COVID-19 pandemic [6]. - The company is leveraging its marketing capabilities to strengthen connections with customers [6]. Group 3: Competitive Advantage - The fashion industry presents challenges due to changing consumer tastes, but Nike's established brand and experience provide a durable competitive advantage, allowing the company time to adapt and strengthen its market position [8]. Group 4: Investment Potential - Achieving a 100-fold return on investment from $10,000 to $1 million in 25 years would require an annualized growth rate of about 20%, which is considered slim [9].

Core Viewpoint - Ralph Lauren Corporation (NYSE:RL) is identified as a strong luxury stock investment opportunity, with a reaffirmed Buy rating and a price target of $435 following strong fiscal Q3 2026 results that exceeded expectations [1]. Financial Performance - Fiscal Q3 2026 revenue increased by 12% on a reported basis and 10% in constant currency, indicating robust demand across various regions [1]. - Earnings per diluted share for the quarter were reported at $5.82, a 25% increase year-over-year, while adjusted earnings per diluted share were $6.22, reflecting a 29% increase when excluding restructuring-related and other net charges [2]. Future Outlook - The company anticipates revenue growth in fiscal 2026 to be in the high-single to low-double digits on a constant currency basis, an increase from the previous forecast of 5% to 7% [3]. - Foreign currency is expected to contribute approximately 200 to 250 basis points to revenue growth in fiscal 2026, based on current exchange rates [3]. Company Overview - Ralph Lauren Corporation specializes in luxury fashion retail, offering a range of products including apparel, footwear, accessories, fragrances, and home goods. The brand portfolio includes Ralph Lauren, Polo Ralph Lauren, and others, along with hospitality ventures like The Polo Bar in New York City [4].

Core Viewpoint - Ralph Lauren Corporation is a leading designer and distributor of premium lifestyle products, with a market capitalization of $22.4 billion, offering a diverse range of products including apparel, footwear, and home furnishings [1] Performance Summary - Ralph Lauren's shares have outperformed the broader market, with a 31.9% increase over the past 52 weeks and a 6.9% year-to-date rise, compared to the S&P 500 Index's 12.3% return over the same period [2] - The company also outperformed the State Street Consumer Discretionary Select Sector SPDR ETF, which rose by 3.4% over the past 52 weeks [3] Earnings Report - In Q3 2026, Ralph Lauren's revenue grew by 12.2% year-over-year to $2.4 billion, exceeding Wall Street estimates, while adjusted EPS reached $6.22, also surpassing expectations [3] - For the fiscal year ending in March 2026, analysts project a 31.9% year-over-year growth in EPS to $16.26 on a diluted basis, with a strong earnings surprise history [4] Analyst Ratings - Among 19 analysts covering Ralph Lauren, the consensus rating is a "Strong Buy," with 14 "Strong Buy" ratings, one "Moderate Buy," and four "Holds" [4] - Jefferies analyst maintained a "Buy" rating but lowered the price target from $425 to $410, with a mean price target of $412.81 indicating a 9.2% premium to current price levels, and a Street-high target of $477 suggesting a 26.2% potential upside [5]