Key Takeaways PriceSmart Q3 EPS grew year over year despite cost pressures and FX headwinds. Net merchandise sales climbed 8%, with 7% comp growth despite currency impacts. Adjusted EBITDA increased 11.2% year over year to $79 million.PriceSmart, Inc. (PSMT) posted third-quarter fiscal 2025 results, wherein the top and bottom lines increased year over year. However, earnings missed the Zacks Consensus Estimate.PriceSmart’s third-quarter results reflect steady progress in its core membership warehouse club ...

Key Takeaways DLTR replaced its prior buyback plan with a new $2.5B share repurchase authorization with no expiration. As of May 3, DLTR repurchased 6.7M shares totaling over $504M under its authorization. The move reflects DLTR's focus on investments and returning excess cash through sustained free cash flow.Dollar Tree, Inc. (DLTR) has been making smart moves to enrich shoppers’ experience and bolster growth. The company has been taking strategic measures to maximize shareholders’ value as well.In the ...

Key Takeaways Wolverine's Q1 adjusted gross margin hit 47.3%, up 80 bps, on mix, pricing and supply savings. Saucony, Merrell and Sweaty Betty drove gains through premium pricing and reduced promotions. Diversified sourcing and targeted price hikes help Wolverine counter cost pressures and tariffs.Wolverine World Wide, Inc. (WWW) began fiscal 2025 with strong momentum, highlighted by a record gross margin and clear progress on operational efficiency. In the first quarter, adjusted gross profit rose 7.3% y ...

Core Insights - Stitch Fix, Inc. (SFIX) reported a 3.4% adjusted EBITDA margin in Q3 of fiscal 2025, an increase of 130 basis points year over year, with adjusted EBITDA reaching $11 million compared to $6.7 million in the same quarter last year [1][9] Financial Performance - The improved margin was driven by disciplined cost control, particularly in selling, general and administrative (SG&A) expenses, which declined by 10.8% year over year to $153.3 million, accounting for 47.2% of net revenues, down from 53.2% in the prior-year quarter [2] - Revenues per active client grew by 3.2% year over year to $542, supported by a 10% rise in average order value, attributed to more flexible Fix options and expanded trend-right assortments [3] - The contribution margin remained above 30% for the fifth consecutive quarter, providing financial flexibility to manage gross margin fluctuations and reinvest in client experience [4] Strategic Outlook - The company raised its full-year adjusted EBITDA guidance to $43-$47 million, implying a margin of 3.5%-3.8%, an increase from the previously communicated $40-$47 million [5] - SFIX is currently trading at a forward 12-month price-to-sales (P/S) multiple of 0.42X, significantly lower than the industry's average of 1.77X and the sector's average of 1.66X, indicating a potential undervaluation [6] Stock Performance - Shares of Stitch Fix have gained 34.8% in the past three months, outperforming the industry's growth of 25.5% [10]

Key Takeaways DLTR has completed the sale of Family Dollar to Brigade and Macellum. The sale highlights an important move and ends a strategic review for the Family Dollar unit. DLTR now aims to grow via new stores, enhanced assortments and customer acquisition.Dollar Tree, Inc. (DLTR) has been making smart moves to enrich shoppers’ experience and bolster growth. In the latest revelation, the company has concluded its previously announced Family Dollar business sale to Brigade Capital Management, LP (Brig ...

Key Takeaways URBN's Q1 sales hit $1.33B, up 10.7% y/y, with all brands posting positive comparable sales gains. Free People grew 11% y/y on retail, wholesale and FP Movement strength; Nuuly revenues jumped 59.5%. Anthropologie posted a 6.9% comp and 10th straight profit rise; Urban Outfitters showed U.S. recovery.Urban Outfitters Inc. (URBN) began fiscal 2026 with record first-quarter sales of $1.33 billion, up 10.7% year over year. All five brands in the portfolio delivered positive comparable sales, fu ...

Key Takeaways RL trades at a premium valuation driven by brand strength, margin gains and strategic execution. The stock has outperformed peers, the broader sector and the overall market in the past year. Digital now drives most of RL's business, with strong growth in DTC, younger buyers and global engagement.Ralph Lauren Corporation (RL) is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 19.54x, notably higher than the industry average of 11.2x. This premium valuation reflects in ...

Key Takeaways UAA's 4Q25 gross margin rose 170 bps y/y to 46.7%, led by lower product and freight costs. Reduced DTC discounting and better royalty terms added to the margin expansion in the quarter. A 90-bps drag from unfavorable regional and channel mix partially offset overall gains.Under Armour, Inc. (UAA) reported a gross margin of 46.7% for the fourth quarter of fiscal 2025, representing a year-over-year increase of 170 basis points. This improvement was primarily driven by lower product and freight ...

Key Takeaways URBN's Q1 gross margin moved up 278 bps to 36.8%, aided by lower markdowns and reduced delivery costs. Operating income jumped 72% to $128.2M, with the operating margin rising 340 bps to 9.6% of sales. Management sees Q2 margin gains of 50-100 bps and targets a 10% operating margin for fiscal 2026.Urban Outfitters Inc. (URBN) reported a strong start to fiscal 2026, driven by improved profitability and greater operational efficiency. In the first quarter, gross profit rose 19.8% year over yea ...

FIGS (FIGS) FY Conference June 10, 2025 11:15 AM ET Speaker0 Well, good morning. Thank you all for joining us. My name is Brian Nagel. I'm the senior equity research analyst here at Oppenheimer covering consumer growth and ecommerce. So this is our twenty fifth annual Oppenheimer consumer growth and ecommerce conference. We very much appreciate, you all attending. So I'm pleased to have with us our next presenting company, Figgs, and three of the company's senior executives. Katrina Spear, founder and CEO, ...