Core Viewpoint - Manchester United (MANU) is highlighted as a strong investment opportunity due to its recent earnings beat and consistent performance in exceeding market expectations [1]. Company Overview - Manchester United PLC operates a professional sports team, managing the Manchester United Football Club and its associated activities, including media, foundation, fan engagement, and merchandise [2]. Earnings History - The company has achieved four consecutive earnings beats against the Zacks Consensus Estimate, with an average positive earnings surprise of 56% over the past year [4]. - The latest earnings report showed a loss of -$0.04, significantly better than the consensus estimate of -$0.33, resulting in a positive earnings surprise of 87.5% [4]. Earnings Estimates Revisions - Earnings estimates for Manchester United have been revised upward, with the full year 2025 estimate improving from -$0.74 to -$0.38 over the last 30 days [5]. - For 2026, estimates have also increased from -$0.82 to -$0.17 during the same period [5].

Group 1 - Netcapital Inc. announced the acquisition of Mixie by its portfolio company Zelgor, which focuses on Web3 gaming and decentralized community engagement [1] - Mixie offers an AI-powered no-code game engine, a media network with over 100 million monthly impressions, and an accelerator model for early-stage crypto projects [2] - Zelgor aims to leverage Mixie's technology and media reach to enhance its capabilities in both Web2 and Web3 environments [3] Group 2 - Zelgor is an interactive entertainment company known for its media franchise "Noobs," featuring a unique universe of aliens [3] - Notable investors in Zelgor include Tim Draper and Kai Huang, with team members having experience in successful games like The Sims and Bioshock Infinite [3] - Netcapital Inc. operates a scalable technology platform for private companies to raise capital online and offers private equity investment opportunities [4]

DICK’S Sporting Goods (DKS) Q1 2026 Earnings Call May 28, 2025 08:00 AM ET Company Participants Nate Gilch - Senior Director, IREdward Stack - Executive ChairmanLauren Hobart - President and CEONavdeep Gupta - Executive VP & CFOSimeon Gutman - Managing DirectorKate McShane - Managing DirectorJoseph Feldman - Senior MD & Assistant Director - ResearchJohn Kernan - Managing DirectorPaul Lejuez - Managing DirectorJonathan Matuszewski - Senior Vice President Conference Call Participants Brian Nagel - MD & Senior ...

DICK’S Sporting Goods (DKS) Q1 2026 Earnings Call May 28, 2025 08:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today. At this time, I would like to welcome everyone to the DICK'S Sporting Goods First Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. And I would now like to tu ...

Core Insights - Mobiquity Technologies, Inc. and Context Networks, Inc. have partnered to expand a digital ad network in Wisconsin, focusing on in-venue gaming screens for advertising [1][2] - The initiative utilizes Context's Contextual Promotions Media Network™ (CPMN™) and Mobiquity's data-driven technology to enhance advertising capabilities [2][5] Group 1: Partnership and Deployment - The partnership aims to transform taverns and restaurants into dynamic advertising spaces, marking the first deployment of CPMN™ in Wisconsin [2][3] - The initial rollout includes 38 venues and 165 gaming screens, with plans to expand to over 70 establishments and 344+ screens by summer 2025 [3][7] Group 2: Technology and Advertising Strategy - Mobiquity's AdTech platform enables hyper-targeted ads across displays, extending campaigns to mobile and Connected TV devices for a unified brand experience [3][5] - The CPMN™ employs AI and real-time behavioral data to deliver tailored ads, enhancing engagement through interactive QR codes [4][6] Group 3: Market Impact and Future Plans - The partnership is expected to create new revenue models for Wisconsin's hospitality sector without disrupting operations, benefiting patrons, business owners, and brand marketers [6][7] - Successful implementation in Wisconsin is anticipated to serve as a model for expansion into additional U.S. markets in 2025 and beyond [7]

As DICK’S Sporting Goods Inc. (DKS) prepares to announce its first-quarter fiscal 2025 earnings on May 28, investors are closely watching for insights into its performance this season.DKS is expected to register a year-over-year sales increase in the quarter under review. The Zacks Consensus Estimate for revenues is pegged at $3.12 billion, indicating a rise of 3.4% from the year-ago quarter’s reported figure. However, the consensus estimate for earnings is pegged at $3.24 per share, which indicates a dip o ...

Core Insights - DICK'S Sporting Goods, Inc. (DKS) anticipates a comparable sales increase of 4.5% for Q1 fiscal 2025, exceeding previous predictions of 2.1% growth [1] - The company expects earnings per share (EPS) of $3.24 and adjusted EPS of $3.37, which is higher than the $3.30 earned in the same quarter last year and the Zacks Consensus Estimate of $3.21 [1] - DKS is focusing on enhancing digital and store experiences to better serve athletes, with significant investments in digital transformation [1][2] Strategic Developments - DKS is benefiting from strong brand execution and market share, emphasizing an omnichannel experience to enhance athlete engagement [2] - The acquisition of Foot Locker (FL) for nearly $2.4 billion is a strategic milestone aimed at creating value for athletes and stakeholders [3][5] - The merger is expected to be accretive to DKS' EPS in the first fiscal year post-close and generate $100-$125 million in cost synergies through procurement efficiencies [5] Market Reaction - Following the merger announcement, DKS shares fell over 14%, reflecting investor concerns about the integration of FL's business [4] - Over the past three months, DKS shares have declined by 24.5%, compared to a 4.9% decline in the industry [4] Future Outlook - The combined entity aims to enhance its international presence, with Foot Locker operating as a standalone business within DKS' portfolio [6] - DKS is committed to improving the omnichannel athlete experience and diversifying its product offerings, leveraging platforms like GameChanger and Dick's Media Network for digital growth [6]

Group 1 - Cars.com Inc. will participate in the J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference on May 13, 2025, at 3:30 p.m. CT / 4:30 p.m. ET [1] - The presentation will be available as a live webcast on the Cars.com Investor Relations website, with an archived replay accessible shortly after the presentation [1] Group 2 - Cars Commerce is an audience-driven technology company focused on empowering the automotive industry by simplifying car buying and selling through AI-driven technologies [2] - The company offers a platform organized around four leading brands: Cars.com, Dealer Inspire, AccuTrade, and DealerClub, providing various solutions for retail operations [2]

Core Insights - DICK'S Sporting Goods is enhancing customer experience through strategic merchandising initiatives and store-related efforts, focusing on an omnichannel approach to engage athletes effectively [1][6] Strategic Initiatives - The company has transformed its traditional 50,000 square-foot store format into the Field House concept, inspired by House of Sport, which includes interactive experiences and unique presentations [2] - Field House stores have shown strong performance, with 15 new locations opened in fiscal 2024, totaling 26, and plans to add 18 more in the current fiscal year, aiming for 44 locations by year-end [3] - The GameChanger app has attracted approximately 9 million unique users in fiscal 2024, with an average of 1.8 million daily active users in the fourth quarter, enhancing athlete engagement beyond traditional shopping [4] - DICK'S Media Network, a new retail media platform leveraging the Scorecard loyalty program, has garnered strong initial interest and is expected to contribute to long-term sales growth and improved margins [5] Financial Performance and Projections - The company is experiencing brand strength and market share gains, with management committed to digital innovation to capture additional sales and enhance overall profitability [6] - In the fourth quarter of fiscal 2024, adjusted SG&A expenses rose by 7.8%, leading to a 101 basis points deleverage as a percentage of sales, with expectations of further deleverage in the first half of fiscal 2025 [7][8] - The Zacks Consensus Estimate for fiscal 2025 sales is $13.85 billion, reflecting a 3.1% year-over-year growth, while EPS is projected at $14.32, indicating a 1.9% increase [12]

Core Insights - DICK'S Sporting Goods Inc. (DKS) is currently trading at a discount compared to its historical and industry benchmarks, with a forward 12-month P/E ratio of 12.66X, below its median of 14.73X and the industry's average of 15.01X, indicating potential undervaluation and an attractive investment opportunity [1] - The company's Value Score of A suggests strong long-term growth potential [1] Financial Performance - In the fourth quarter of fiscal 2024, DICK'S achieved solid top-line growth, with net sales improving year over year and surpassing market expectations, driven by increased transaction volumes and higher average customer spending [6] - Adjusted SG&A expenses rose 7.8% year over year in the fourth quarter, leading to a deleverage of 101 basis points, with expectations of further SG&A deleverage in the first half of fiscal 2025 [17][18] Strategic Initiatives - DICK'S focuses on four key strategic pillars: delivering an omnichannel athlete experience, offering a differentiated product assortment, deepening brand engagement, and empowering knowledgeable teammates [5] - The company is enhancing its digital transformation through platforms like GameChanger, which engaged approximately 9 million unique users in fiscal 2024, and the Dick's Media Network, which leverages its Scorecard loyalty program [7][8] Market Position and Expansion - DICK'S is expanding its store concepts, including House of Sport and Field House, and is investing in key markets like Texas to support future growth [9][10] - Despite a recent stock decline of 19.8% over the past three months, the company continues to show resilience supported by its strategic initiatives and brand strength [11][19] Future Outlook - DICK'S expects comparable sales growth of 1-3% for fiscal 2025, down from 5.2% in fiscal 2024, with projected earnings per share between $13.80 and $14.40 [18] - The company faces challenges from rising tariffs, wage pressures, and increased investments, which may impact near-term profitability [16][19]