Core Insights - Genesco reported quarterly earnings of $0.79 per share, missing the Zacks Consensus Estimate of $0.87 per share, but showing an increase from $0.61 per share a year ago, resulting in an earnings surprise of -9.20% [1] - The company posted revenues of $616.22 million for the quarter ended October 2025, slightly missing the Zacks Consensus Estimate by 0.3%, but up from $596.33 million year-over-year [2] - Genesco shares have declined approximately 17.5% year-to-date, contrasting with the S&P 500's gain of 16.5% [3] Earnings Outlook - The future performance of Genesco's stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $3.80 on revenues of $770.15 million, and for the current fiscal year, it is $1.57 on revenues of $2.41 billion [7] Industry Context - The Retail - Apparel and Shoes industry, to which Genesco belongs, is currently ranked in the top 29% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The correlation between near-term stock movements and earnings estimate revisions suggests that tracking these revisions can provide insights into stock performance [5]

Core Insights - Tilly's reported a quarterly loss of $0.05 per share, significantly better than the Zacks Consensus Estimate of a loss of $0.30, marking an earnings surprise of +83.33% [1] - The company generated revenues of $139.59 million for the quarter ended October 2025, exceeding the Zacks Consensus Estimate by 1.96%, although this represents a decline from $143.44 million year-over-year [2] - Tilly's shares have declined approximately 65.4% year-to-date, contrasting with a 16.1% gain in the S&P 500 [3] Earnings Outlook - The future performance of Tilly's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is -$0.32 on revenues of $146.1 million, and for the current fiscal year, it is -$1.25 on revenues of $541.8 million [7] Industry Context - The Retail - Apparel and Shoes industry, to which Tilly's belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Victoria's Secret, a competitor in the same industry, is expected to report a quarterly loss of $0.60 per share, reflecting a year-over-year change of -20%, with revenues projected at $1.41 billion, up 4.5% from the previous year [9][10]

Core Insights - Tapestry reported quarterly earnings of $1.38 per share, exceeding the Zacks Consensus Estimate of $1.25 per share, and showing an increase from $1.02 per share a year ago, resulting in an earnings surprise of +10.40% [1] - The company achieved revenues of $1.7 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.92% and up from $1.51 billion year-over-year [2] - Tapestry's stock has increased by approximately 67.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 15.6% [3] Earnings Outlook - The future performance of Tapestry's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.16 on revenues of $2.24 billion, and for the current fiscal year, it is $5.48 on revenues of $7.23 billion [7] Industry Context - The Retail - Apparel and Shoes industry, to which Tapestry belongs, is currently ranked in the top 22% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]

Core Insights - Boot Barn (BOOT) reported quarterly earnings of $1.37 per share, exceeding the Zacks Consensus Estimate of $1.26 per share, and showing an increase from $0.95 per share a year ago, resulting in an earnings surprise of +8.73% [1] - The company achieved revenues of $505.4 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.16% and up from $425.8 million year-over-year [2] - Boot Barn's stock has increased approximately 30.8% year-to-date, outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.41 on revenues of $671.38 million, and for the current fiscal year, it is $6.61 on revenues of $2.17 billion [7] - The estimate revisions trend for Boot Barn was favorable prior to the earnings release, leading to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Retail - Apparel and Shoes industry, to which Boot Barn belongs, is currently ranked in the top 19% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Company Performance - Toro reported quarterly earnings of $1.42 per share, exceeding the Zacks Consensus Estimate of $1.38 per share, and showing a slight increase from $1.40 per share a year ago, representing an earnings surprise of 2.90% [1] - The company posted revenues of $1.32 billion for the quarter ended April 2025, which was below the Zacks Consensus Estimate by 1.94%, and a decrease from $1.35 billion in the same quarter last year [2] - Over the last four quarters, Toro has surpassed consensus EPS estimates two times but has not beaten revenue estimates during this period [2] Stock Outlook - Toro shares have declined approximately 5.6% since the beginning of the year, contrasting with the S&P 500's gain of 1.5% [3] - The company's earnings outlook is mixed, with the current consensus EPS estimate for the upcoming quarter at $1.23 on revenues of $1.15 billion, and for the current fiscal year at $4.30 on revenues of $4.62 billion [7] - The Zacks Rank for Toro is currently 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Industry Context - The Tools - Handheld industry, to which Toro belongs, is currently ranked in the bottom 10% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Toro's stock performance [5]

Core Viewpoint - The market anticipates Genesco (GCO) will report a year-over-year decline in earnings despite an increase in revenues for the quarter ended April 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Genesco is expected to report a quarterly loss of $2.14 per share, reflecting a year-over-year change of -1.9%, while revenues are projected to be $463.91 million, up 1.4% from the previous year [3]. - The consensus EPS estimate has been revised down by 7.74% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that Genesco's Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.80%, suggesting a bearish outlook from analysts [12]. - Despite the negative Earnings ESP, Genesco holds a Zacks Rank of 2, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Genesco was expected to post earnings of $3.31 per share but delivered $3.26, resulting in a surprise of -1.51% [13]. - Over the past four quarters, Genesco has beaten consensus EPS estimates three times [14]. Market Reaction Factors - An earnings beat or miss may not solely dictate stock price movement, as other factors can influence investor sentiment [15]. - Betting on stocks expected to beat earnings expectations can increase the odds of success, making it important to check Earnings ESP and Zacks Rank before quarterly releases [16].