Consumer confidence ticked higher in February as American households' expectations for the labor market improved. The Conference Board's consumer confidence index rose 2.2 points to 91.2 in February from an upwardly revised 89 in January. The January data was initially reported as 84.5, the lowest level since May 2014.Economists polled by LSEG estimated the February reading for the index would come in at 87. FED'S FAVORED INFLATION GAUGE SHOWED CONSUMER PRICE GROWTH REMAINED ELEVATED IN DECEMBER"Confidence ...

Group 1: JAKKS Pacific, Inc. - JAKKS Pacific, Inc. is currently trading at $22.47 with a target price of $17.81, indicating a potential downside of 20.72% [1][5] - Investment analysts hold pessimistic views on JAKK, resulting in its exclusion from coverage [1] Group 2: Funko, Inc. - Funko, Inc. is trading at $5.24 with a target price of $5.63, suggesting a potential upside of 7.37% [2][5] - Funko is recognized for its pop culture-themed collectibles, which have gained popularity among consumers [2] Group 3: Flexsteel Industries, Inc. - Flexsteel Industries, Inc. is trading at $53.33 with a target price of $75.52, offering a substantial growth potential of 41.62% [3][5] - Flexsteel has the highest target price change among its peers, indicating strong growth prospects in the furniture industry [3] Group 4: Designer Brands Inc. - Designer Brands Inc. is trading at $7.56 with a target price of $4.55, suggesting a potential downside of 39.81% [4] - DBI's negative growth potential reflects challenges in the retail sector, similar to JAKK's situation [4]

Jefferies analyst John Hecht sets a price target of $35 for NYSE:PRG, indicating a potential decline in stock value.PRG shares rise following a stronger-than-expected earnings report, with an EPS of $0.74 surpassing estimates.The company reports revenue of $525.36 million, below consensus estimates, yet achieves a net margin of 6.54% and a return on equity of 22.36%.Aaron's Holdings Company, Inc. (NYSE: PRG) is a well-known player in the retail and leasing industry, offering a range of consumer electronics, ...

Core Insights - Wayfair's annual sales increased for the first time since 2020, with a revenue growth of 5.1% to $12.5 billion in 2025, following a decline of over 1% in 2024 [1] - The company exceeded Wall Street expectations for both revenue and earnings in its fiscal fourth quarter, reporting adjusted earnings per share of 85 cents compared to an expected 66 cents [2][9] - Wayfair experienced a loss of $116 million, or 89 cents per share, in Q4, an improvement from a loss of $128 million, or $1.02 per share, a year earlier [3] Revenue and Earnings Performance - In Q4, Wayfair's revenue rose to $3.34 billion, up approximately 7% from $3.12 billion a year earlier, marking the second consecutive quarter of revenue growth [4] - The adjusted EBITDA for the quarter was $224 million, surpassing expectations of $200 million [4][5] Customer Growth and Market Position - Wayfair achieved its third consecutive quarter of new customer growth, alongside healthy growth in repeat orders, despite a contracting category in the furniture industry [3] - Average order values increased to $301 from $290 in the previous year, with the number of orders delivered growing at a similar pace [7] Strategic Initiatives - The company has focused on enhancing customer experience through initiatives like a rewards program and product quality verification, which have contributed to market share gains [8] - Wayfair's positioning as a value-oriented retailer has resonated with consumers prioritizing lower prices amid a challenging economic environment for the furniture industry [6]

INVESTOR PRESENTATION | February 2026 Celebrating 70 years of making recreation and transportation better. NYSE: LCII This presentation also includes certain forward-looking non-GAAP financial measures, such as forward-looking targets for adjusted diluted EPS. The Company is unable to provide a reconciliation of forward-looking non-GAAP financial measures to their most directly comparable GAAP financial measures because the Company is unable to provide, without unreasonable effort, a meaningful or accurate ...

Core Viewpoint - The Yongxing County Taxation Bureau is implementing a series of service measures to support individual businesses during the upcoming Spring Festival, aiming to enhance the business environment and tax services for local taxpayers [1] Group 1: Service Initiatives - The Yongxing County Taxation Bureau has introduced a "tax benefit package" and "service spring breeze" for individual taxpayers to stimulate market vitality [1] - Tax officials are conducting one-on-one guidance for businesses in the agricultural sector, focusing on invoice issuance and preferential policies for self-produced and self-marketed agricultural products [3] - The bureau is providing timely online and offline services for invoice requests, particularly for industries with high demand during the festive season, such as home appliances and restaurants [3] Group 2: Community Engagement - Young tax officials are actively engaging with local businesses, delivering tax knowledge and operational guidance to ensure orderly tax declarations [4] - The bureau is distributing a letter titled "Safe Double Festival with Controlled Fireworks" to promote a civilized and harmonious festive atmosphere [4] Group 3: Ongoing Support - The Yongxing County Taxation Bureau plans to continuously focus on consumer hotspots in the New Year market, enhancing policy promotion and service measures to support the growth of the individual economy during the Spring Festival [5]

Core Insights - Ikea is closing its only store in Memphis, Tennessee, effective May 3, 2026, marking the end of its physical presence in the state since 2016 [4][5] - The closure is part of a broader strategic shift aimed at optimizing physical assets and enhancing e-commerce capabilities, with customers still able to access products online [5][10] - Ikea plans to invest over $2.2 billion in the U.S. over three years to expand its brand presence, including opening 14 new-format stores by 2025 [11] Company Background - Founded in 1943 by Ingvar Kamprad in Sweden, Ikea transitioned to furniture in 1948 and has since grown to operate over 500 stores in 63 markets globally [2] - Known for affordability and minimalist designs, Ikea has become a popular choice for budget-conscious consumers [3] Recent Developments - The decision to close the Memphis store followed a comprehensive review of market share, business performance, and cost structure [5] - Employees affected by the closure will have opportunities to transfer to other locations or receive severance [6] - The Memphis store closure is part of a trend, as Ikea has also shut down several small-format "Plan & Order Point" locations recently [8] Financial Performance - In fiscal year 2025, Ikea reported a nearly 0.9% year-over-year decline in total revenues, with retail sales down 1.1%, attributed to price reductions [12] - Despite the revenue decline, sales volume increased by 2.6% and store visits rose by 1.9%, indicating resilient consumer demand [12] - Approximately 69% of products were sold in physical stores, highlighting the importance of brick-and-mortar locations [13] Industry Context - The retail environment is challenging, with store closures in 2025 up 67% year-over-year, reflecting broader trends in the sector [15] - The impact of widespread store closures can lead to reduced convenience for consumers and potential 'retail deserts' in smaller towns [17]

Fourth Quarter 2025 Summary Financial Information February 11, 2026 Financial Summary Overview 4th Quarter: Full Year: Forward-Looking Statements Statements in this presentation that are not historical in nature are "forward-looking." These statements are identified by their context or by use of words such as "estimate," "expect," "guidance," "plan," "seek," or the like. These statements include, but are not limited to, guidance; sales, adjusted EPS; operating cash flow; implied adjusted EBIT margin; deprec ...

Core Insights - Legget & Platt (LEG) reported revenue of $938.6 million for Q4 2025, reflecting an 11.2% year-over-year decline, while EPS increased slightly to $0.22 from $0.21 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $931.77 million by 0.73%, but the EPS fell short of the consensus estimate of $0.22 by 1.12% [1] Financial Performance Metrics - Organic Sales in Bedding Products decreased by 10%, slightly better than the estimated decline of 10.5% [4] - Organic Sales in Specialized Products fell by 4%, worse than the estimated decline of 2.8% [4] - Organic Sales in Furniture, Flooring, and Textile Products decreased by 2%, outperforming the average estimate of a 5.7% decline [4] - Overall Change in Organic Sales was a decline of 6%, slightly better than the average estimate of 6.5% [4] Trade Sales and EBIT - Trade sales for Furniture, Flooring, and Textile Products were reported at $324.1 million, slightly above the average estimate of $323.27 million, representing a year-over-year decline of 2.5% [4] - Trade sales for Specialized Products were $240.7 million, exceeding the average estimate of $233.78 million, with a significant year-over-year decline of 20.7% [4] - Trade sales for Bedding Products were $373.8 million, slightly below the average estimate of $374.72 million, reflecting an 11% year-over-year decline [4] - EBIT for Bedding Products was reported at $25.5 million, significantly higher than the average estimate of $12.77 million [4] - EBIT for Specialized Products was $24.3 million, exceeding the average estimate of $17.27 million [4] - EBIT for Furniture, Flooring, and Textile Products was $7.4 million, below the average estimate of $11.97 million [4] - Adjusted EBIT for Specialized Products was $22.8 million, surpassing the average estimate of $19.05 million [4] - Adjusted EBIT for Bedding Products was $16.3 million, lower than the average estimate of $19.8 million [4] Stock Performance - Shares of Legget & Platt have returned +2.4% over the past month, compared to a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Industry Overview - The IPO market in 2026 has started slowly after a significant number of tech companies went public in 2025 due to the AI frenzy, with expectations for a more diverse range of companies to debut this year [1] - Companies from various sectors, including space tech and fintech, have already begun listing their shares [2] Company Profile: Bob's Discount Furniture - Bob's Discount Furniture, founded in 1991, is a value-oriented omnichannel retailer selling furniture, mattresses, bedding, and home decor, operating over 200 showrooms across 26 states in the U.S. [4] - The company aimed to raise approximately $370 million from its IPO, with an expected share price range of $17 to $19, ultimately raising about $330.7 million by selling roughly 19.5 million shares at the lower end of the range, resulting in a market capitalization of around $2.3 billion [5] Financial Performance - Bob's Discount Furniture's revenues have shown little growth, decreasing from $2.1 billion at the start of 2023 to about $2 billion by the end of 2024, although there was some growth in 2025 [6] - For the first nine months of 2025, the company reported net revenues of $1.72 billion, a 20% increase from the previous year, while net income per share grew by 64% to $0.46 [7] - The trajectory of net income per share has been significantly steeper than that of net revenues, tripling from $0.16 at the end of 2022 to $0.50 at the end of 2024, indicating effective expense management despite modest sales growth [7]