Core Insights - Wolverine World Wide, Inc. (WWW) started fiscal 2025 with strong momentum, achieving a record gross margin and notable operational efficiency improvements [1][7] - The company reported a 7.3% year-over-year increase in adjusted gross profit, reaching $194.8 million in the first quarter [1] Financial Performance - The adjusted gross margin for the first quarter was 47.3%, an increase of 80 basis points from the previous year, driven by a favorable sales mix, reduced promotional activities, and supply-chain cost-saving initiatives [2][9] - Operating income improved due to stronger top-line results and strict expense control, with the adjusted operating margin rising by 100 basis points to 6% [4] Brand Performance - Significant margin gains were observed in key brands, particularly Saucony and Merrell, which benefited from higher average selling prices and a healthier full-price sales mix [3] - Sweaty Betty, despite a planned revenue decline, achieved a 1,000-basis-point improvement in gross margin by shifting focus from promotions to premium pricing [3] Future Projections - Wolverine anticipates an adjusted operating margin of 7.2% in the second quarter, reflecting a 90-basis-point improvement year-over-year [5] - The company is taking proactive measures to mitigate cost pressures, including diversifying its sourcing footprint and implementing selective price increases [6] Stock Performance - Over the past three months, WWW stock has increased by 75.9%, outperforming the Zacks Shoes and Retail Apparel industry's growth of 31.4% [8] - The stock is currently trading above its 50 and 200-day simple moving averages, indicating a continued uptrend [11] Valuation Metrics - Wolverine trades at a forward price-to-sales ratio of 0.84X, which is below the industry average of 2.01X [12] - The Zacks Consensus Estimate for Wolverine's current financial-year sales and earnings per share indicates year-over-year growth of 3.6% and 15.4%, respectively [15]

Core Insights - Urban Outfitters Inc. (URBN) reported record first-quarter sales of $1.33 billion for fiscal 2026, reflecting a year-over-year increase of 10.7% with all five brands achieving positive comparable sales [1][9] - The company's operating profit surged by 71.8% to $128.2 million, moving closer to its long-term goal of a 10% operating margin [1] Sales Performance - Free People led the sales growth with an 11% increase, driven by retail and wholesale gains, including a 3.1% rise in retail comparable sales and a 25.6% increase in wholesale revenue [2] - Nuuly, the apparel rental subscription service, added over 110,000 subscribers year-over-year, surpassing 380,000 subscribers, resulting in a 59.5% revenue increase for the brand [4] - Anthropologie achieved its 10th consecutive quarter of double-digit operating profit growth, supported by a 6.9% retail comparable sales increase [6] Brand Developments - The Urban Outfitters brand recorded a 2.1% global retail comparable sales increase, with a notable 14% gain in Europe, which offset a 4% decline in North America [7] - The company opened 43 new locations under Free People and FP Movement over the past year, with expectations of mid-single-digit retail comparable gains in the upcoming fiscal quarter [3] Financial Outlook - URBN projects high-single-digit sales growth for the fiscal second quarter, with an anticipated gross margin improvement of 50-100 basis points for the year [8] - The Zacks Consensus Estimate for URBN's earnings has been revised upward, indicating year-over-year growth of 22.2% for the current fiscal year and 9.9% for the next fiscal year [16] Stock Performance - URBN shares have rallied 40% in the past three months, outperforming the Zacks Retail-Apparel and Shoes industry's growth of 18.9% [10] - The stock is currently trading 6.8% below its 52-week high, with technical indicators suggesting a continued uptrend [11] Valuation Metrics - URBN is considered a compelling value play, trading at a forward 12-month price-to-sales ratio of 1.02, below the industry average of 1.77 [12]

OAKLAND, Calif., July 07, 2025 (GLOBE NEWSWIRE) -- ThredUp (NASDAQ: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories, announced today that its financial results for the second quarter ended June 30, 2025 will be released on Monday, August 4, 2025 after the close of the U.S. markets. ThredUp will host a conference call and live webcast that day at 1:30 p.m. PT / 4:30 p.m. ET. The live and archived webcast and all related earnings materials will be available at ...

Zumiez (ZUMZ) came out with a quarterly loss of $0.79 per share versus the Zacks Consensus Estimate of a loss of $0.77. This compares to loss of $0.86 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -2.60%. A quarter ago, it was expected that this clothing retailer would post earnings of $0.79 per share when it actually produced earnings of $0.78, delivering a surprise of -1.27%.Over the last four quarters, the company has sur ...

The market expects J.Jill (JILL) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended April 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on June 11, 2025, might help the stock move higher if these key numbers are better th ...

Core Insights - Abercrombie & Fitch Co. (ANF) reported first-quarter fiscal 2025 results with both top and bottom lines exceeding Zacks Consensus Estimates, although year-over-year earnings per share (EPS) declined by 25.7% [1][3] Financial Performance - The company achieved net sales of $1.1 billion, reflecting an 8% year-over-year increase, surpassing the Zacks Consensus Estimate of $1.06 billion [2] - Comparable sales improved by 4%, driven by broad-based growth across regions and strong performance from the Hollister brand [2][4] - Abercrombie's EPS for the quarter was $1.59, beating the consensus estimate of $1.35 [1] Brand Performance - Hollister brand reported a 22% increase in sales to $549.4 million, while Abercrombie brand sales fell by 4% to $547.9 million [9] - Hollister's comparable sales grew by 23%, while Abercrombie's fell by 10% [9] Regional Sales - Sales in the Americas rose by 7% to $874.8 million, EMEA sales increased by 12% to $185 million, and APAC sales gained 5% to $37.5 million [8] - Comparable sales in the Americas rose by 4%, 6% in EMEA, and 2% in APAC [8] Margins and Expenses - Gross margin contracted by 440 basis points year-over-year to 62%, partially offset by a 140 basis point operating expense leverage [11] - Selling expenses increased by 11.1% year-over-year to $399.9 million, while general and administrative costs decreased by 7.7% to $174.9 million [12] Financial Health - Abercrombie ended the quarter with cash and cash equivalents of $511 million and no net long-term borrowings [13] - The company repurchased 2.6 million shares for approximately $200 million, reducing the share count by 5% [14] Outlook - For Q2 fiscal 2025, net sales are projected to rise by 3-5% from $1.13 billion in the prior year, with EPS expected between $2.10 and $2.30 [15] - For fiscal 2025, the company anticipates sales growth of 3-6%, with an operating margin of 12.5-13.5% [16][17] - Abercrombie plans to open 60 new stores, remodel 40, and close 20 [18]

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? J.Jill (JILL) , which belongs to the Zacks Retail - Apparel and Shoes industry, could be a great candidate to consider.When looking at the last two reports, this retailer of women's clothes, shoes and accessories has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 28.35%, on average, in the last two quarte ...

Core Insights - Ulta Beauty's stock has increased by 12.9% over the past month, while the industry and S&P 500 have grown by 16.1% and 15.4% respectively, prompting investors to consider whether to hold or take profits [1] Company Strategy and Performance - Ulta Beauty has transformed the beauty industry by combining mass, prestige, and luxury brands in an accessible shopping environment, which has driven significant profitable growth [3] - The company maintains a balanced approach between online and physical stores, with e-commerce sales growing mid-single digits in Q4 of fiscal 2024, reflecting a shift towards digital beauty shopping [4] - The skincare category has seen mid-single-digit comparable sales growth in Q4 of fiscal 2024, driven by strong demand for body care and new brands like Sol de Janeiro, Naturium, and TATCHA [5] Challenges and Concerns - The fourth-quarter results revealed a mid-single-digit decline in comparable sales for the makeup category, primarily due to softness in mass makeup, which is critical for driving traffic and sales [6] - Rising operating expenses are a concern, with SG&A expenses increasing to 23.4% of net sales in Q4 of fiscal 2024, up from 23.1% the previous year, and expected to rise approximately 10% in fiscal 2025 due to strategic investments and higher payroll costs [7][8] Valuation - Ulta Beauty is trading at a forward 12-month price-to-earnings multiple of 17.38X, which is above the industry average of 16.81X, indicating potential overvaluation relative to its fundamentals [9] Investment Outlook - The recent stock rally reflects investor optimism driven by strong skincare performance, a resilient omnichannel strategy, and ongoing innovation, but challenges in the makeup category and rising expenses suggest the stock may be pricing in near-term perfection [12]