IRVINE, Calif.--(BUSINESS WIRE)--Boot Barn Holdings, Inc. (NYSE: BOOT) (the "Company,†"we,†"us,†and "our†) today announced preliminary results for the third quarter of fiscal year 2026 ended December 27, 2025 in advance of its participation in the ICR Conference on Monday, January 12, 2026. A Supplemental Financial Presentation is available at investor.bootbarn.com. Net sales of approximately $705.6 million, representing growth of 16.0% over the prior year. Same store sales growth of approximately 5.7%, ...

Key Takeaways Under Armour delivered double-digit revenue growth in EMEA and Latin America in 2Q26.EMEA gains were driven by full-price wholesale strength, DTC growth and disciplined brand activations.FY26 guidance calls for high-single-digit EMEA growth, helping offset pressure in other regions.Under Armour, Inc. (UAA) is seeing encouraging momentum outside North America, with EMEA and Latin America emerging as clear bright spots. While the company continues its broader global turnaround, performance in th ...

ZURICH--(BUSINESS WIRE)--Swiss performance sportswear brand On (NYSE: ONON) announced today that the Company will participate in the 2026 ICR Conference. CEO and CFO Martin Hoffmann will participate in a fireside chat on Monday, January 12, 2026 at 11:30 am US Eastern Time (05:30 pm Central European Time on January 12, 2026). A live webcast of the fireside chat will be available on the Company's investor relations website and under the following Link. On was born in the Swiss Alps in 2010 with the mission t ...

Core Insights - Costco Wholesale Corporation (COST) demonstrated steady comparable sales growth in November, appealing to value-conscious consumers through competitive pricing and quality products [1][5] Sales Performance - For the four weeks ending November 30, 2025, Costco reported a 6.9% year-over-year increase in total comparable sales, with U.S. sales rising 6%, Canada 6.9%, and other international markets 11.4% [2] - Adjusted for gasoline prices and foreign exchange, U.S. comparable sales increased 5.8%, while Canada and other international markets saw gains of 8.3% and 8%, respectively, leading to an overall growth of 6.4% in November [3] - Digitally-enabled comparable sales surged 16.6% in November, reflecting sustained strength in online sales, with net sales for the month rising 8.1% to $23.64 billion from $21.87 billion a year ago [4] Membership and Operational Strength - Costco's membership-based model fosters customer loyalty, supporting consistent sales and stable margins even during economic uncertainty [5] - The company's ability to leverage bulk purchasing and maintain an efficient supply chain allows it to offer competitive pricing in an inflation-sensitive environment [5][7]

American Eagle Outfitters raised its annual comparable sales forecast on Tuesday, betting on marketing-driven demand for its apparel and accessories during the holiday season. ...

Core Insights - Signet Jewelers Limited (SIG) reported strong third-quarter fiscal 2026 results, with both sales and earnings exceeding the Zacks Consensus Estimate, and year-over-year growth in both metrics [1][9] Financial Performance - Adjusted earnings were 63 cents per share, surpassing the Zacks Consensus Estimate of 16 cents, and reflecting a 162.5% increase from 24 cents in the prior year [2] - Total sales reached $1,391.8 million, exceeding the consensus estimate of $1,369 million, and marking a 3.1% year-over-year increase [3] - Gross profit for the quarter was $518.8 million, up 6.9% from $485.3 million in the previous year, with a gross margin increase of 130 basis points to 37.3% [4] Operating Expenses and Margins - Selling, general and administrative (SG&A) expenses were $485.3 million, a 3.3% increase from $469.6 million, with SG&A as a percentage of sales at 34.9% [5] - Adjusted operating income was $32 million, up 97.5% from $16.2 million, with an adjusted operating margin increase of 110 basis points to 2.3% [5] - Adjusted EBITDA was $75.6 million, a 40.3% increase from $53.9 million, with an adjusted EBITDA margin of 5.4% [6] Segment Performance - North American segment sales increased 3% year over year to $1.30 billion, surpassing the Zacks Consensus Estimate of $1.28 billion [7] - International segment sales rose 4.4% year over year to $87 million, slightly below the consensus estimate of $88 million [7] Store Count and Strategy - As of Nov. 1, 2025, Signet had 2,607 stores, down from 2,642, following 11 openings and 46 closures [8] - The company repurchased approximately 301 thousand shares for $28 million in the fiscal third quarter, with a total of 2.8 million shares repurchased for $178 million over the past nine months [11] Fiscal 2026 Guidance - For the fourth quarter, total sales are expected to be between $2.24 billion and $2.37 billion, with same-store sales projected to decline by 5% to increase by 0.5% [12] - Updated fiscal 2026 guidance includes total sales of $6.70-$6.83 billion, adjusted operating income of $465 million to $515 million, and adjusted EPS between $8.43 and $9.59 [13][14]

Core Insights - Dollar Tree, Inc. (DLTR) is implementing strategic initiatives to enhance customer shopping experiences and drive growth [1] - The company is focused on operational strategies and financial guidance for its 2025 Investor Day, discussing products, customers, stores, supply chain, and workforce [1][2] Financial Projections - The company anticipates a compounded annual growth rate in earnings per share (EPS) of 12-15% for fiscal years 2026-2028, with an underlying yearly EPS growth rate of 8-10% [3] - For fiscal 2025, Dollar Tree projects net sales from continuing operations between $19.3 billion and $19.5 billion, supported by comparable sales growth of 4-6% [5] - Adjusted EPS for fiscal 2025 is projected to be between $5.32 and $5.72, factoring in year-to-date share repurchase impacts [5] Operational Developments - Dollar Tree is optimizing its store portfolio through openings, renovations, re-banners, and closings, benefiting from increased traffic and market share gains [6] - The company has partnered with Uber Eats to enhance customer access, tapping into a new demographic of 25 million customers [6] Recent Performance - For the third quarter to date, comparable same-store sales grew by 3.8%, and the company repurchased 2.8 million shares for $271 million [4] - Shares of Dollar Tree have increased by 21.3% over the past six months, outperforming the industry growth of 2% [6]

Core Insights - Ross Stores, Inc. (ROST) is enhancing its market presence through new store openings and operational improvements, having recently completed its fiscal 2025 expansion plan by opening 40 new stores [1][9] - The company has added a total of 90 new stores in the current fiscal year, operating 2,273 Ross Dress for Less and 364 dd's DISCOUNTS locations across various states [2][9] - ROST is experiencing positive customer responses across its merchandise categories, contributing to sales growth and profitability [3][4] Expansion and Growth - The recent store openings include 36 Ross Dress for Less and four dd's DISCOUNTS outlets in 17 states, with a focus on expanding in the Midwest, Northeast, California, and Texas [2][3] - ROST anticipates comparable store sales (comps) growth of 2-3% for the third and fourth quarters of fiscal 2025, supported by broad-based merchandise strength [4][9] - The company has raised its long-term store-expansion targets, aiming for at least 2,900 Ross Dress for Less and 700 dd's DISCOUNTS stores [5] Financial Performance - In the second quarter of fiscal 2025, ROST's top line improved by 5% year over year, with a 2% gain in comps [4] - Projections indicate comparable sales growth of 2.9% in the third quarter and 2.0% in the fourth quarter of fiscal 2025 [4] Market Position - ROST shares have increased by 21.3% over the past three months, contrasting with a 0.3% decline in the industry [6]

Core Viewpoint - Big 5 Sporting Goods Corporation has received approval from its stockholders for its acquisition by WSG Merger LLC, a subsidiary of Worldwide Golf Group, with the transaction expected to close around September 30, 2025, resulting in Big 5 becoming a privately held company [1]. Company Overview - Big 5 Sporting Goods is a prominent sporting goods retailer in the western United States, operating 410 stores under the "Big 5 Sporting Goods" name, with an average store size of 12,000 square feet [2]. - The product mix includes athletic shoes, apparel, accessories, and a wide range of outdoor and athletic equipment for various sports and recreational activities [2].

Core Insights - Walmart Inc. benefits from a highly diversified business model and a robust omnichannel strategy that has increased traffic at both physical stores and digital platforms [1] Group 1: Expansion Plans - Walmart plans to introduce its first branded stores in South Africa later this year, following a Growth Summit that showcased innovative products from suppliers across 12 countries [2][10] - The new stores will offer affordable groceries and a variety of family, home, and entertainment items, featuring global brands in spacious environments with convenient services [2][10] - Specific store opening dates are set to be confirmed in October, with further details on locations, hiring, and community initiatives to be provided in the coming months [3] Group 2: E-commerce Growth - Walmart's e-commerce sales surged by 25% in the second quarter of fiscal 2026, driven by store-fulfilled pickup and delivery services [6] - The company has seen a 15.3% increase in global membership income and a 46% growth in its global advertising business [6] Group 3: Stock Performance - Over the past six months, Walmart's shares have gained 16.9%, outperforming the industry's growth of 15.9% [7]