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Designer BrandsD
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2026-08-20
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Investor releaseQuarter not tagged2026-08-20

Designer Brands Inc. Announces Second Quarter 2026 Earnings Release Date

PR Newswire
COLUMBUS, Ohio, Aug. 20, 2026 /PRNewswire/ -- Designer Brands Inc. (NYSE: DBI), one of the world's largest designers, producers and retailers of footwear and accessories, announced the Company will issue its second quarter 2026 earnings on September 10, 2026. Management will host a conference call to discuss the results at 8:30 am E.T. A press release detailing the Company's results will be issued prior to the call. Investors and analysts interested in participating in the call are invited to dial 1-888-317-6003, or the international dial in, 1-412-317-6061, and reference conference ID number 1127904 approximately ten minutes prior to the start of the call. The conference call will be broadcast live over the internet and can be accessed through the following link: Designer Brands Inc 2Q26 Earnings Call For those unable to listen to the live webcast, an archived version will be available at the same location until September 24, 2026. A replay of the teleconference will be available by dialing the following numbers: Replay: North American callers: 1-855-669-9658 International callers: 1-412-317-0088 Passcode: 5663074 About Designer Brands Designer Brands is one of the world's largest designers, producers, and retailers of the most recognizable footwear brands and accessories, transforming and defining the footwear industry through a mission of being shoe obsessed. With a diversified, world-class portfolio of coveted brands, including Topo Athletic, Keds, Vince Camuto, Kelly & Katie, Jessica Simpson, Lucky Brand, Mix No. 6, Crown Vintage and others, Designer Brands designs and produces on-trend footwear and accessories for all of life's occasions delivered to the consumer through a robust direct-to-consumer omni-channel infrastructure and powerful national wholesale distribution. Powered by an approximately billion-dollar digital commerce business across multiple domains and over 660 DSW Designer Shoe Warehouse, The Shoe Co., and Rubino stores in North America, Designer Brands delivers current, in-line footwear and accessories from the largest national brands in the industry and holds leading market share positions in key product categories across women's, men's, and kids'. Designer Brands also distributes its brands internationally through select wholesale and distributor relationships while also leveraging design and sourcing expertise to build private label…Read full document

COLUMBUS, Ohio, Aug. 20, 2026 /PRNewswire/ -- Designer Brands Inc. (NYSE: DBI), one of the world's largest designers, producers and retailers of footwear and accessories, announced the Company will issue its second quarter 2026 earnings on September 10, 2026. Management will host a conference call to discuss the results at 8:30 am E.T. A press release detailing the Company's results will be issued prior to the call. Investors and analysts interested in participating in the call are invited to dial 1-888-317-6003, or the international dial in, 1-412-317-6061, and reference conference ID number 1127904 approximately ten minutes prior to the start of the call. The conference call will be broadcast live over the internet and can be accessed through the following link: Designer Brands Inc 2Q26 Earnings Call For those unable to listen to the live webcast, an archived version will be available at the same location until September 24, 2026. A replay of the teleconference will be available by dialing the following numbers: Replay: North American callers: 1-855-669-9658 International callers: 1-412-317-0088 Passcode: 5663074 About Designer Brands Designer Brands is one of the world's largest designers, producers, and retailers of the most recognizable footwear brands and accessories, transforming and defining the footwear industry through a mission of being shoe obsessed. With a diversified, world-class portfolio of coveted brands, including Topo Athletic, Keds, Vince Camuto, Kelly & Katie, Jessica Simpson, Lucky Brand, Mix No. 6, Crown Vintage and others, Designer Brands designs and produces on-trend footwear and accessories for all of life's occasions delivered to the consumer through a robust direct-to-consumer omni-channel infrastructure and powerful national wholesale distribution. Powered by an approximately billion-dollar digital commerce business across multiple domains and over 660 DSW Designer Shoe Warehouse, The Shoe Co., and Rubino stores in North America, Designer Brands delivers current, in-line footwear and accessories from the largest national brands in the industry and holds leading market share positions in key product categories across women's, men's, and kids'. Designer Brands also distributes its brands internationally through select wholesale and distributor relationships while also leveraging design and sourcing expertise to build private label products for national retailers. Designer Brands is committed to being a difference maker in the world and the footwear industry. By leading with our corporate values of We Belong and We Do What's Right, Designer Brands supports the global community and the health of the planet by donating more than thirteen million pairs of shoes to the global non-profit Soles4Souls since 2018. To learn more, visit www.designerbrands.com. View original content to download multimedia:https://www.prnewswire.com/news-releases/designer-brands-inc-announces-second-quarter-2026-earnings-release-date-302855811.html

Investor releaseQuarter not tagged2026-08-13

Here's How Ross Stores Stock is Poised Ahead of Q2 Earnings

Zacks
Ross Stores, Inc. ROST is likely to post year-over-year top and bottom-line growth when it reports second-quarter fiscal 2026 earnings on Aug. 20, after market close. The Zacks Consensus Estimate for quarterly revenues is pegged at $6.1 billion, indicating a rise of 10.7% from the year-ago quarter’s figure.The consensus estimate for earnings is pegged at $1.92 per share, up 23.1% from the year-earlier period. The consensus mark has risen a penny in the past seven days.ROST has a trailing four-quarter earnings surprise of 10.2%, on average. In the last reported quarter, the company posted an earnings surprise of 18.8%. Ross Stores’ second-quarter fiscal 2026 performance is expected to have been supported by broad-based strength across its merchandise categories, fueled by solid customer response at the banners. Its ability to consistently deliver value-driven bargains continues to resonate with price-conscious consumers amid a cautious discretionary spending backdrop. Consistent execution of store expansion plans is also expected to have supported top-line growth.Ross Stores is focused on strengthening its off-price business by offering customers compelling value, expanding its store network and improving merchandise execution. The company is working to broaden its merchandise assortments, offer more recognizable brands and improve the speed and timing of product flow. Backed by its proven business model, Ross Stores is poised to have generated increased traffic, stronger same-store sales and improved profitability for the quarter under review. On the last reported quarter’s earnings call, the company had forecast comparable-store sales (comps) to increase 6-7% and earnings per share of $1.85-$1.93, with operating margin guided to 12.8-13% for second-quarter fiscal 2026. Second-quarter fiscal 2026 guidance assumes merchandise margin improvement and lower distribution costs as the company celebrates the opening of a new Arizona distribution center. Our model anticipates operating margin to rise 12.8% and earnings per share of $1.86 for the second quarter.However, Ross Stores remains cautious about ongoing macroeconomic and geopolitical uncertainties, persistent inflation and their impact on consumer spending. The company also continues to face tariff-related headwinds, as evolving trade policies and elevated duties put pressure on its cost structure. Changes i…Read full document

Ross Stores, Inc. ROST is likely to post year-over-year top and bottom-line growth when it reports second-quarter fiscal 2026 earnings on Aug. 20, after market close. The Zacks Consensus Estimate for quarterly revenues is pegged at $6.1 billion, indicating a rise of 10.7% from the year-ago quarter’s figure.The consensus estimate for earnings is pegged at $1.92 per share, up 23.1% from the year-earlier period. The consensus mark has risen a penny in the past seven days.ROST has a trailing four-quarter earnings surprise of 10.2%, on average. In the last reported quarter, the company posted an earnings surprise of 18.8%. Ross Stores’ second-quarter fiscal 2026 performance is expected to have been supported by broad-based strength across its merchandise categories, fueled by solid customer response at the banners. Its ability to consistently deliver value-driven bargains continues to resonate with price-conscious consumers amid a cautious discretionary spending backdrop. Consistent execution of store expansion plans is also expected to have supported top-line growth.Ross Stores is focused on strengthening its off-price business by offering customers compelling value, expanding its store network and improving merchandise execution. The company is working to broaden its merchandise assortments, offer more recognizable brands and improve the speed and timing of product flow. Backed by its proven business model, Ross Stores is poised to have generated increased traffic, stronger same-store sales and improved profitability for the quarter under review. On the last reported quarter’s earnings call, the company had forecast comparable-store sales (comps) to increase 6-7% and earnings per share of $1.85-$1.93, with operating margin guided to 12.8-13% for second-quarter fiscal 2026. Second-quarter fiscal 2026 guidance assumes merchandise margin improvement and lower distribution costs as the company celebrates the opening of a new Arizona distribution center. Our model anticipates operating margin to rise 12.8% and earnings per share of $1.86 for the second quarter.However, Ross Stores remains cautious about ongoing macroeconomic and geopolitical uncertainties, persistent inflation and their impact on consumer spending. The company also continues to face tariff-related headwinds, as evolving trade policies and elevated duties put pressure on its cost structure. Changes in ticketing, processing and import costs driven by tariffs are likely to have increased volatility in cost of goods sold and limited earnings. Ross Stores, Inc. price-eps-surprise | Ross Stores, Inc. Quote Our proven model predicts an earnings beat for Ross Stores this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.Ross Stores currently has an Earnings ESP of +4.03% and a Zacks Rank of 3. From a valuation perspective, Ross Stores has a forward 12-month price-to-earnings of 30.48X, slightly lower than the Retail-Discount Stores industry’s average of 31.13X. The stock is also trading slightly below its high level of 31.38X. Image Source: Zacks Investment Research The recent market movements show that ROST’s shares have gained 26.8% in the past six months compared with the industry's 0.5% growth. Here are three more companies, which according to our model, have the right combination of elements to post an earnings beat this season:The TJX Companies TJX currently has an Earnings ESP of +1.31% and a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.The company is likely to register growth in the bottom and top lines when it reports second-quarter fiscal 2026 results. The consensus mark for TJX’s quarterly revenues is pegged at $15.1 billion, which indicates a 5.1% rise from the figure reported in the prior-year quarter.The consensus mark for TJX’s quarterly earnings has moved up a penny in the past 30 days to $1.18 per share. The consensus estimate indicates growth of 7.3% from the year-ago quarter’s actual. TJX has a trailing four-quarter earnings surprise of 8.8%, on average.Williams-Sonoma, Inc. WSM has an Earnings ESP of +3.05% and a Zacks Rank of 3. WSM is likely to register a top and bottom-line increase when it reports second-quarter fiscal 2026 numbers.The Zacks Consensus Estimate for quarterly earnings per share of $2.05 suggests an increase of 2.5% from the year-ago fiscal quarter’s reported number. The consensus estimate for quarterly revenues is pegged at $1.9 billion, suggesting growth of 4.1% from the prior-year fiscal quarter’s reported figure. WSM has a trailing four-quarter earnings surprise of 7.2%, on average.Designer Brands Inc. DBI currently has an Earnings ESP of +0.03% and a Zacks Rank of 3. The company is expected to register a top-line increase when it reports second-quarter fiscal 2026 results. The consensus mark for revenues is pegged at $743 million, indicating a rise of 0.4% from the figure reported in the year-ago quarter. The Zacks Consensus Estimate for quarterly earnings per share of 25 cents suggests a drop of 26.5% from the year-ago quarter. DBI has a trailing four-quarter earnings surprise of 112.8%, on average. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ross Stores, Inc. (ROST) : Free Stock Analysis Report The TJX Companies, Inc. (TJX) : Free Stock Analysis Report Williams-Sonoma, Inc. (WSM) : Free Stock Analysis Report Designer Brands Inc. (DBI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-08-13

Alliance Laundry's Q2 Earnings Beat, North America Revenues Up 9%

Zacks
Alliance Laundry Holdings Inc. ALH reported second-quarter 2026 adjusted earnings of 41 cents per share, up 32.3% from a year ago and above the Zacks Consensus Estimate of 35 cents. Net revenues rose 7% year over year to $477 million but slightly missed the consensus estimate of $478 million. Growth reflected pricing and higher volume, with pricing contributing slightly more than half of the revenue increase. Following the earnings release, ALH’s shares have jumped more than 2% during the trading session. This Zacks Rank #3 (Hold) company’s shares have gained 10.8%, outperforming the industry’s 13.8% decline. Image Source: Zacks Investment Research Gross profit climbed 9% year over year to $189.9 million. Gross margin improved about 90 basis points to 39.8% as pricing offset tariff exposure and other inflationary pressures, supported by the company's local-for-local manufacturing footprint.Adjusted EBITDA rose 12% to $133.8 million, while adjusted EBITDA margin increased about 135 basis points to 28.1%. Volume leverage, operational excellence and supply-chain efficiency aided profitability. These benefits were partly offset by legal expenses and higher public-company costs, net of tariff refunds and insurance proceeds. Alliance Laundry Holdings Inc. price-eps-surprise | Alliance Laundry Holdings Inc. Quote North America revenues increased 9% to $359.3 million. Growth spanned all end markets, with the Vended market benefiting from a mix shift toward larger-capacity machines. Multi-Housing and On-Premise also delivered sturdy results, while Commercial-in-Home posted robust growth. The segment’s revenues outpaced the Zacks Consensus Estimate of $353 million.Segment adjusted EBITDA advanced 17% to $113.6 million, and the margin expanded 220 basis points year over year to 31.6%. Pricing initiatives helped offset cost inflation and tariff pressures, while the company’s in-market manufacturing footprint and supply chain offered structural cost protection. The segment’s EBITDA outpaced the Zacks Consensus Estimate of $101 million.International revenues were approximately flat at $117.5 million. Asia Pacific delivered strong growth, particularly in developing vended markets, and Europe maintained steady performance across end markets. The segment’s revenues missed the Zacks Consensus Estimate of $125 million.International adjusted EBITDA declined 8% to $34 million, w…Read full document

Alliance Laundry Holdings Inc. ALH reported second-quarter 2026 adjusted earnings of 41 cents per share, up 32.3% from a year ago and above the Zacks Consensus Estimate of 35 cents. Net revenues rose 7% year over year to $477 million but slightly missed the consensus estimate of $478 million. Growth reflected pricing and higher volume, with pricing contributing slightly more than half of the revenue increase. Following the earnings release, ALH’s shares have jumped more than 2% during the trading session. This Zacks Rank #3 (Hold) company’s shares have gained 10.8%, outperforming the industry’s 13.8% decline. Image Source: Zacks Investment Research Gross profit climbed 9% year over year to $189.9 million. Gross margin improved about 90 basis points to 39.8% as pricing offset tariff exposure and other inflationary pressures, supported by the company's local-for-local manufacturing footprint.Adjusted EBITDA rose 12% to $133.8 million, while adjusted EBITDA margin increased about 135 basis points to 28.1%. Volume leverage, operational excellence and supply-chain efficiency aided profitability. These benefits were partly offset by legal expenses and higher public-company costs, net of tariff refunds and insurance proceeds. Alliance Laundry Holdings Inc. price-eps-surprise | Alliance Laundry Holdings Inc. Quote North America revenues increased 9% to $359.3 million. Growth spanned all end markets, with the Vended market benefiting from a mix shift toward larger-capacity machines. Multi-Housing and On-Premise also delivered sturdy results, while Commercial-in-Home posted robust growth. The segment’s revenues outpaced the Zacks Consensus Estimate of $353 million.Segment adjusted EBITDA advanced 17% to $113.6 million, and the margin expanded 220 basis points year over year to 31.6%. Pricing initiatives helped offset cost inflation and tariff pressures, while the company’s in-market manufacturing footprint and supply chain offered structural cost protection. The segment’s EBITDA outpaced the Zacks Consensus Estimate of $101 million.International revenues were approximately flat at $117.5 million. Asia Pacific delivered strong growth, particularly in developing vended markets, and Europe maintained steady performance across end markets. The segment’s revenues missed the Zacks Consensus Estimate of $125 million.International adjusted EBITDA declined 8% to $34 million, with the margin falling 230 basis points year over year to 28.9%. Geographic mix and continued investment in people and products in emerging markets weighed on profitability, while the Middle East and Africa region continued to see reduced activity. The segment’s EBITDA lagged the Zacks Consensus Estimate of $38.4 million. Operating cash flow increased to $66.3 million from $5.3 million in the year-ago quarter, reflecting stronger cash conversion and working-capital discipline. Alliance Laundry repaid $50 million of debt during the quarter after paying down $65 million in the first quarter.Total debt ended June, 2026, at $1.3 billion and net debt at $1.1 billion. Net leverage declined sequentially to 2.4x and was down from 2.8x at year-end 2025. Lower debt also contributed to a roughly $22 million year-over-year reduction in interest expense. Alliance Laundry kept its 2026 revenue growth outlook unchanged at 6-7%. Management expects revenue performance to be fairly consistent across the second half, while margin expansion is expected to be weighted more toward the fourth quarter because of geographic mix and normal seasonality.The company raised adjusted EBITDA growth guidance to 8-10% from 7-8%, projected earlier. It now targets net leverage of 2.0x by year-end compared with the prior low-2x range. Interest expense is expected to be about $80 million, down from $85 million, while the effective tax-rate assumption was lowered to about 23% from 23.5%, expected earlier. The Gap, Inc. GAP is a specialty retailer offering a diverse range of clothing, accessories and personal care products. At present, GAP carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.The Zacks Consensus Estimate for GAP’s current fiscal-year sales and EPS indicates growth of 1.1% and 9.9%, respectively, from the year-ago figures. Gap delivered a trailing four-quarter earnings surprise of 2%, on average. Boot Barn Holdings, Inc. BOOT operates as a lifestyle retailer of western and work-related footwear, apparel, and accessories. At present, BOOT carries a Zacks Rank of 2. The Zacks Consensus Estimate for BOOT’s current fiscal-year sales and EPS indicates growth of 15.7% and 22.6%, respectively, from the year-ago figures. Boot Barn delivered a trailing four-quarter earnings surprise of 11.4%, on average.Designer Brands Inc. DBI, a designer and retailer of footwear and accessories, currently has a Zacks Rank of 2. The company delivered a trailing four-quarter earnings surprise of 112.8%, on average.The Zacks Consensus Estimate for DBI’s current fiscal-year sales and EPS indicates growth of 0.5% and 137.5%, respectively, from the year-ago figures. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Alliance Laundry Holdings Inc. (ALH) : Free Stock Analysis Report Boot Barn Holdings, Inc. (BOOT) : Free Stock Analysis Report The Gap, Inc. (GAP) : Free Stock Analysis Report Designer Brands Inc. (DBI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-08-10

Dillard's Q2 Earnings: Essential Takeaways Ahead of the Report

Zacks
Dillard’s, Inc. DDS is expected to register a year-over-year top-line increase when it reports second-quarter fiscal 2026 numbers.The Zacks Consensus Estimate for fiscal second-quarter revenues of $1.5 billion indicates a 0.4% rise from the year-ago reported figure. The consensus estimate for earnings is pegged at $4.04 per share, implying a 13.3% decrease from the year-ago quarter’s reported figure. The consensus estimate has been stable in the past 30 days.In the last reported quarter, the company registered an earnings surprise of 58.3%. We note that in the trailing four quarters, its bottom line beat the Zacks Consensus Estimate by 27.9%, on average. Dillard’s quarterly performance is likely to have benefited from its strategic initiatives and resilient consumer demand. The company’s efforts to capture growth opportunities across its brick-and-mortar stores and e-commerce channels, along with disciplined inventory management, trend-focused merchandise and stronger brand relationships, are likely to have supported sales growth during the quarter under review.Dillard’s focus on fashion-forward merchandise across apparel, accessories, cosmetics and home is supported by a mix of national and exclusive brands. The company is seeing strength in its merchandise categories, particularly home and furniture, ladies’ accessories and lingerie, and shoes. Tight inventory management and curated assortments are helping drive customer engagement and consistent sell-through. Dillard’s has also been remodeling stores to enhance the shopping experience and improve store productivity, while optimizing its activewear business and capitalizing on in-demand categories. These initiatives are likely to have broadened the customer base, strengthened engagement and supported overall sales during the fiscal second quarter. Our model predicts a comparable-store sales rise of 0.7% year over year while retail sales are expected to grow 0.5% year over year for the fiscal second quarter.However, Dillard’s has been witnessing the adverse impacts of a tough operating environment due to the cautious buying behavior of consumers. Additionally, higher expenses are likely to have dented margins and the bottom line in the fiscal second quarter. While we expect SG&A expenses to increase 5% for the quarter under review, the SG&A expense rate is anticipated to expand 130 basis points to 29.6%. Ou…Read full document

Dillard’s, Inc. DDS is expected to register a year-over-year top-line increase when it reports second-quarter fiscal 2026 numbers.The Zacks Consensus Estimate for fiscal second-quarter revenues of $1.5 billion indicates a 0.4% rise from the year-ago reported figure. The consensus estimate for earnings is pegged at $4.04 per share, implying a 13.3% decrease from the year-ago quarter’s reported figure. The consensus estimate has been stable in the past 30 days.In the last reported quarter, the company registered an earnings surprise of 58.3%. We note that in the trailing four quarters, its bottom line beat the Zacks Consensus Estimate by 27.9%, on average. Dillard’s quarterly performance is likely to have benefited from its strategic initiatives and resilient consumer demand. The company’s efforts to capture growth opportunities across its brick-and-mortar stores and e-commerce channels, along with disciplined inventory management, trend-focused merchandise and stronger brand relationships, are likely to have supported sales growth during the quarter under review.Dillard’s focus on fashion-forward merchandise across apparel, accessories, cosmetics and home is supported by a mix of national and exclusive brands. The company is seeing strength in its merchandise categories, particularly home and furniture, ladies’ accessories and lingerie, and shoes. Tight inventory management and curated assortments are helping drive customer engagement and consistent sell-through. Dillard’s has also been remodeling stores to enhance the shopping experience and improve store productivity, while optimizing its activewear business and capitalizing on in-demand categories. These initiatives are likely to have broadened the customer base, strengthened engagement and supported overall sales during the fiscal second quarter. Our model predicts a comparable-store sales rise of 0.7% year over year while retail sales are expected to grow 0.5% year over year for the fiscal second quarter.However, Dillard’s has been witnessing the adverse impacts of a tough operating environment due to the cautious buying behavior of consumers. Additionally, higher expenses are likely to have dented margins and the bottom line in the fiscal second quarter. While we expect SG&A expenses to increase 5% for the quarter under review, the SG&A expense rate is anticipated to expand 130 basis points to 29.6%. Our model predicts a 16.9% year-over-year decline in operating profit for the fiscal second quarter. Dillard's, Inc. price-eps-surprise | Dillard's, Inc. Quote Our proven model does not conclusively predict an earnings beat for Dillard’s this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.Dillard’s currently has an Earnings ESP of 0.00% and a Zacks Rank of 3. Dillard’s is trading at a forward 12-month price-to-earnings ratio of 17.81X, higher than the Retail - Regional Department Stores industry’s average of 14.3X. The company is trading below its five-year median of 19.09X. Image Source: Zacks Investment Research The recent market movements show that DDS shares gained 12.3% in the past three months compared with the industry's 22.6% growth. Here are a few companies, which according to our model, have the right combination of elements to come up with an earnings beat this reporting cycle:Williams-Sonoma, Inc. WSM has an Earnings ESP of +3.38% and a Zacks Rank of 2. WSM is likely to register a top and bottom-line increase when it reports second-quarter fiscal 2026 numbers. You can see the complete list of today’s Zacks #1 Rank stocks here.The Zacks Consensus Estimate for quarterly EPS of $2.04 suggests an increase of 2% from the year-ago fiscal quarter’s reported number. The consensus estimate for quarterly revenues is pegged at $1.9 billion, suggesting growth of 4.1% from the prior-year fiscal quarter’s reported figure. WSM has a trailing four-quarter earnings surprise of 7.2%, on average.Designer Brands Inc. DBI currently has an Earnings ESP of +0.03% and a Zacks Rank of 2. The company is expected to register a top-line increase when it reports second-quarter fiscal 2026 results. The consensus mark for revenues is pegged at $743 million, indicating a rise of 0.4% from the figure reported in the year-ago quarter. The Zacks Consensus Estimate for quarterly EPS of 25 cents suggests a drop of 26.5% from the year-ago quarter. DBI has a trailing four-quarter earnings surprise of 112.8%, on average.American Eagle Outfitters AEO currently has an Earnings ESP of +2.23% and a Zacks Rank of 2. AEO is likely to register a top-line increase when it reports second-quarter fiscal 2026 numbers. The consensus estimate for quarterly revenues is pegged at $1.4 billion, suggesting growth of 6.5% from the prior-year fiscal quarter’s reported figure.The Zacks Consensus Estimate for quarterly EPS of 21 cents suggests a decrease of 53.3% from the year-ago fiscal quarter’s reported number. AEO has a trailing four-quarter earnings surprise of 48.5%, on average. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dillard's, Inc. (DDS) : Free Stock Analysis Report American Eagle Outfitters, Inc. (AEO) : Free Stock Analysis Report Williams-Sonoma, Inc. (WSM) : Free Stock Analysis Report Designer Brands Inc. (DBI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-08-07

Somnigroup Q2 Earnings Meet, Sales Miss on Mattress Firm Decline

Zacks
Somnigroup International Inc. SGI reported second-quarter 2026 adjusted earnings of 58 cents per share, up 9.4% year over year and in line with the consensus estimate. Net sales declined 3% to $1.8 billion and missed the consensus mark of $1.9 billion.Mattress Firm’s sales decline pressured the top line, although same-store sales increased slightly. Companywide adjusted gross margin expanded, while Tempur Sealy North America delivered substantial margin improvement on acquisition synergies, operating efficiencies and mix. Image Source: Zacks Investment Research Somnigroup’s shares have lost more than 6% during the trading session yesterday, thanks to soft quarterly results. In the past three months, the stock has dipped 6.2% against the industry’s 8.9% growth. Gross margin expanded 80 basis points (bps) year over year to 44.8%, while the adjusted gross margin increased 90 bps to 45.1%.Adjusted operating income, however, declined 3.5% to $216.6 million. However, adjusted operating margin remained flat year over year at 11.9%. Somnigroup International Inc. price-consensus-eps-surprise-chart | Somnigroup International Inc. Quote Mattress Firm generated net sales of $922.2 million, down 2.8% from $948.8 million a year earlier, primarily because of store closures. The retailer continued investing in store refreshes, merchandising and customer experience.Adjusted gross margin fell 240 bps year over year to 33.3%, reflecting product mix, higher consumer financing costs, store investments and deleverage. Adjusted operating margin contracted 130 bps to 6.5%, with lower gross margin partly offset by favorable cooperative advertising expenses. Tempur Sealy North America reported sales of $601.8 million, down 5.7% year over year. The segment’s sales lagged the Zacks Consensus Estimate of $613 million.Wholesale sales declined 5.5% to $504.4 million, while direct sales decreased 6.7% to $97.4 million. On a like-for-like basis, management said North American sales were flat. Wholesale sales came below the Zacks Consensus Estimate of $519 million, whereas direct sales exceeded the consensus mark of $94 million.Sales to Mattress Firm, which are eliminated from consolidated results, climbed 11.6% to $294 million. Tempur Sealy International sales increased 2% to $299.5 million and rose 1.3% on a constant-currency basis. The segment’s sales lagged the Zacks Consensus Estimate o…Read full document

Somnigroup International Inc. SGI reported second-quarter 2026 adjusted earnings of 58 cents per share, up 9.4% year over year and in line with the consensus estimate. Net sales declined 3% to $1.8 billion and missed the consensus mark of $1.9 billion.Mattress Firm’s sales decline pressured the top line, although same-store sales increased slightly. Companywide adjusted gross margin expanded, while Tempur Sealy North America delivered substantial margin improvement on acquisition synergies, operating efficiencies and mix. Image Source: Zacks Investment Research Somnigroup’s shares have lost more than 6% during the trading session yesterday, thanks to soft quarterly results. In the past three months, the stock has dipped 6.2% against the industry’s 8.9% growth. Gross margin expanded 80 basis points (bps) year over year to 44.8%, while the adjusted gross margin increased 90 bps to 45.1%.Adjusted operating income, however, declined 3.5% to $216.6 million. However, adjusted operating margin remained flat year over year at 11.9%. Somnigroup International Inc. price-consensus-eps-surprise-chart | Somnigroup International Inc. Quote Mattress Firm generated net sales of $922.2 million, down 2.8% from $948.8 million a year earlier, primarily because of store closures. The retailer continued investing in store refreshes, merchandising and customer experience.Adjusted gross margin fell 240 bps year over year to 33.3%, reflecting product mix, higher consumer financing costs, store investments and deleverage. Adjusted operating margin contracted 130 bps to 6.5%, with lower gross margin partly offset by favorable cooperative advertising expenses. Tempur Sealy North America reported sales of $601.8 million, down 5.7% year over year. The segment’s sales lagged the Zacks Consensus Estimate of $613 million.Wholesale sales declined 5.5% to $504.4 million, while direct sales decreased 6.7% to $97.4 million. On a like-for-like basis, management said North American sales were flat. Wholesale sales came below the Zacks Consensus Estimate of $519 million, whereas direct sales exceeded the consensus mark of $94 million.Sales to Mattress Firm, which are eliminated from consolidated results, climbed 11.6% to $294 million. Tempur Sealy International sales increased 2% to $299.5 million and rose 1.3% on a constant-currency basis. The segment’s sales lagged the Zacks Consensus Estimate of $311 million.Wholesale sales grew 7.5% to $116.8 million, whereas direct sales dipped 1.2% to $182.7 million. Wholesale sales came above the Zacks Consensus Estimate of $115 million, whereas direct sales missed the consensus mark of $195 million. International gross margin fell 80 bps to 47.4%, primarily due to commodity cost inflation before pricing actions, partly offset by operating efficiencies. Operating margin declined 120 bps to 12.4% on lower gross margin. This Zacks Rank #3 (Hold) company generated operating cash flow of $482.8 million in the six months ended June 30. It ended the quarter with total debt of $4.4 billion and consolidated indebtedness less netted cash of $4.3 billion. The company exited the quarter with $112 million of cash and cash equivalents.Leverage was 2.99 times for the trailing 12 months ended June 30, 2026, returning to Somnigroup’s 2-3 times target range. Management expects nearly 50% of 2026 free cash flow to fund dividends and share repurchases. The proposed Leggett & Platt acquisition remains targeted to close before the end of the third quarter.Somnigroup has announced a third-quarter cash dividend of 17 cents per share, payable Sept. 3, 2026, to shareholders of record as of Aug. 20, 2026. Somnigroup lowered its 2026 adjusted earnings guidance to $2.85-$3.15 per share from the prior $3.00-$3.40 range. The midpoint implies approximately 11% growth from 2025. Management now expects roughly $7.6 billion in sales after intercompany eliminations and adjusted EBITDA of about $1.39 billion at the midpoint. The outlook assumes the global bedding industry declines by a mid-single-digit percentage on a year-over-year basis. Tempur Sealy North America like-for-like sales are expected to grow at a low-single-digit rate, International sales are projected to rise low single digits and Mattress Firm like-for-like sales are expected to decline slightly. Reported gross margin is projected to be slightly above 45%, thanks to 100 bps of net margin expansion from operational efficiencies, with synergies and operating leverage, somewhat offset by the impact of Tempur Sealy's pricing efforts. This outlook contemplates the company’s assumption for Tempur Sealy brands and private labels to be in the mid-60s percent of Mattress Firm total sales. This highlights an incremental $65 million of adjusted EBITDA benefit for 2026 from 2025, and roughly $690 million of advertising investments.CapEx is expected to be approximately $225 million for 2026, including CapEx of $75 million under the Mattress Firm store refreshes and brand wall program. Abercrombie & Fitch Co. ANF is a specialty retailer of premium, high-quality casual apparel for men, women and kids. At present, ANF carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.The Zacks Consensus Estimate for ANF’s current fiscal-year sales and EPS indicates growth of 4.9% and 6.1%, respectively, from the year-ago figures. ANF delivered a trailing four-quarter earnings surprise of 8.1%, on average. American Eagle Outfitters, Inc. AEO operates as a specialty retailer of casual apparel, accessories and footwear for men and women. At present, AEO carries a Zacks Rank of 2. The Zacks Consensus Estimate for AEO’s current fiscal-year sales and EPS indicates growth of 8.8% and 17.3%, respectively, from the year-ago figures. American Eagle delivered a trailing four-quarter earnings surprise of 48.5%, on average.Designer Brands Inc. DBI, a designer and retailer of footwear and accessories, currently has a Zacks Rank of 2. The company delivered a trailing four-quarter earnings surprise of 112.8%, on average.The Zacks Consensus Estimate for DBI’s current fiscal-year sales and EPS indicates growth of 0.5% and 137.5%, respectively, from the year-ago figures. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Somnigroup International Inc. (SGI) : Free Stock Analysis Report Abercrombie & Fitch Company (ANF) : Free Stock Analysis Report American Eagle Outfitters, Inc. (AEO) : Free Stock Analysis Report Designer Brands Inc. (DBI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-08-07

ARHS Stock Gains 18% After Q2 Earnings Beat, 2026 Profit Outlook Raised

Zacks
Arhaus, Inc. ARHS delivered an impressive second-quarter 2026 performance, benefiting from strong customer demand, higher comparable sales and disciplined execution across its showroom network. The premium home furnishings retailer reported earnings and revenues that beat the Zacks Consensus Estimate and improved year over year. Encouraged by the stronger-than-expected performance and the benefit from previously paid IEEPA tariff recoveries, management raised its 2026 profitability outlook while maintaining its revenue guidance. The results, coupled with healthy comparable sales trends and improved earnings expectations, sent ARHS shares up about 18% in yesterday's trading session. Arhaus, Inc. price-consensus-eps-surprise-chart | Arhaus, Inc. Quote The company reported earnings of 28 cents per share, beating the Zacks Consensus Estimate of 20 cents by 40%. The bottom line increased 12% from 25 cents reported in the prior-year quarter.Net revenues rose 7.4% year over year to $384.9 million, marking the highest quarterly revenues in Arhaus' 40-year history and surpassing the Zacks Consensus Estimate of $343 million by 12.2%. The growth was particularly noteworthy as the company lapped a strong prior-year comparison that benefited from the accelerated ramp-up following the insourcing of its Dallas Distribution Center. Management also noted that year-over-year comparisons are expected to become more favorable through the remainder of 2026.Retail revenues increased 7.4% year over year to $320.2 million from $298.2 million and surpassed the Zacks Consensus Estimate of $300 million by 6.7%. eCommerce revenues rose 7.4% year over year to $64.7 million from $60.2 million but missed the Zacks Consensus Estimate of $67.1 million by 3.6%. Comparable delivered sales increased 4%, while comparable written sales climbed 12.5%, driven by strong demand across all three customer channels and broad-based strength across product categories. Management noted continued momentum in custom upholstery, outdoor and home decor offerings, supported by resilient demand from its premium customer base.At the end of the second quarter, the company operated 109 showrooms across 31 states. The company completed four showroom projects, including new showroom openings in Ashburn, VA, and Ontario, CA, along with a relocation in Westlake, OH, and an expansion in Lone Tree, CO. Management also h…Read full document

Arhaus, Inc. ARHS delivered an impressive second-quarter 2026 performance, benefiting from strong customer demand, higher comparable sales and disciplined execution across its showroom network. The premium home furnishings retailer reported earnings and revenues that beat the Zacks Consensus Estimate and improved year over year. Encouraged by the stronger-than-expected performance and the benefit from previously paid IEEPA tariff recoveries, management raised its 2026 profitability outlook while maintaining its revenue guidance. The results, coupled with healthy comparable sales trends and improved earnings expectations, sent ARHS shares up about 18% in yesterday's trading session. Arhaus, Inc. price-consensus-eps-surprise-chart | Arhaus, Inc. Quote The company reported earnings of 28 cents per share, beating the Zacks Consensus Estimate of 20 cents by 40%. The bottom line increased 12% from 25 cents reported in the prior-year quarter.Net revenues rose 7.4% year over year to $384.9 million, marking the highest quarterly revenues in Arhaus' 40-year history and surpassing the Zacks Consensus Estimate of $343 million by 12.2%. The growth was particularly noteworthy as the company lapped a strong prior-year comparison that benefited from the accelerated ramp-up following the insourcing of its Dallas Distribution Center. Management also noted that year-over-year comparisons are expected to become more favorable through the remainder of 2026.Retail revenues increased 7.4% year over year to $320.2 million from $298.2 million and surpassed the Zacks Consensus Estimate of $300 million by 6.7%. eCommerce revenues rose 7.4% year over year to $64.7 million from $60.2 million but missed the Zacks Consensus Estimate of $67.1 million by 3.6%. Comparable delivered sales increased 4%, while comparable written sales climbed 12.5%, driven by strong demand across all three customer channels and broad-based strength across product categories. Management noted continued momentum in custom upholstery, outdoor and home decor offerings, supported by resilient demand from its premium customer base.At the end of the second quarter, the company operated 109 showrooms across 31 states. The company completed four showroom projects, including new showroom openings in Ashburn, VA, and Ontario, CA, along with a relocation in Westlake, OH, and an expansion in Lone Tree, CO. Management also highlighted healthy demand across all geographic regions and continued strength in traditional showrooms and design studios. Gross profit increased 16.1% year over year to $172.1 million from $148.2 million, while gross margin expanded 330 basis points to 44.7% from 41.4% in the prior-year quarter. The improvement reflected a $23.8 million benefit from IEEPA tariff recoveries, of which $15.5 million related to inventory sold prior to April 2026. Excluding the tariff recovery benefit, gross margin was 40.7%, reflecting continued pressure from higher fuel and shipping costs.Selling, general and administrative (SG&A) expenses rose 16.1% to $117.8 million from $101.5 million, primarily reflecting strategic technology investments, higher selling expenses associated with new showroom projects and other growth initiatives. As a percentage of net revenues, SG&A increased 230 basis points to 30.6% from 28.3% in the prior-year quarter.Operating income increased 16% year over year to $54.3 million from $46.8 million, supported by higher revenues and tariff recoveries that more than offset increased operating expenses.Adjusted EBITDA increased 16.8% year over year to $70 million from $59.9 million, while adjusted EBITDA margin expanded 150 basis points to 18.3% from 16.8%. Excluding the benefit from tariff recoveries, adjusted EBITDA would have been $55 million and adjusted EBITDA margin 14.3%, reflecting higher fuel and shipping costs, increased showroom investments and strategic growth initiatives. Arhaus ended the quarter with cash and cash equivalents of $226.4 million and remained debt free. Cash declined sequentially, reflecting the payment of a $49 million special cash dividend in March.Net merchandise inventory increased 4.3% to $353.5 million, while client deposits rose 11.8% to $263.8 million from year-end 2025. Net cash provided by operating activities totaled $59.8 million during the first six months of 2026, while net cash used in investing activities was $36.9 million, including $29 million in company-funded capital expenditures and $8 million in landlord contributions. As of June 30, 2026, the company had recognized $32.7 million of tariff refund receivables and had already received $5.1 million in cash, supporting its improved profitability outlook. The company maintained its 2026 net revenue outlook of $1.43-$1.47 billion, representing year-over-year growth of 3.7% to 6.6%, and continued to expect comparable delivered sales between flat and up 3%. However, management raised its profitability outlook to reflect the benefit from previously paid IEEPA tariff recoveries. The company expects net income of $71-$80 million, up from the prior outlook of $66-$75 million, and adjusted EBITDA of $160-$171 million compared with the earlier range of $150-$161 million.For 2026, Arhaus continues to expect approximately 10 to 14 showroom projects, including four to six new showroom openings and six to eight relocations, renovations or expansions, representing mid-single-digit net unit growth for the year.For the third quarter of 2026, the company expects net revenues to be between $355 million and $375 million, representing year-over-year growth of 3% to 8.8%. Comparable delivered sales are projected to range from a decline of 1% to growth of 5%, while net income is expected to be between $8 million and $13 million and adjusted EBITDA between $26 million and $34 million. Management noted that the outlook continues to reflect uncertainty related to the consumer environment, geopolitical conditions and the timing of written sales converting into delivered sales. ARHS Stock Past Three-Month Performance Image Source: Zacks Investment Research Shares of this Zacks Rank #2 (Buy) company have risen 48.8% over the past three months compared with the industry’s 1.2% growth. Abercrombie & Fitch Co. ANF operates as a specialty retailer of premium, high-quality casual apparel for men, women, and kids. The company carries a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1  Rank (Strong Buy) stocks here.The Zacks Consensus Estimate for Abercrombie & Fitch’s current fiscal-year earnings and sales suggests growth of 6.1% and 4.9%, respectively, from the year-ago actuals. ANF delivered a trailing four-quarter average earnings surprise of 8.1%.American Eagle Outfitters Inc. AEO is a specialty retailer of casual apparel, accessories and footwear for men and women. The company also holds a Zacks Rank #2 at present. The Zacks Consensus Estimate for American Eagle's current fiscal-year earnings and sales suggests growth of 17.3% and 8.8%, respectively, from the year-ago actuals. AEO delivered a trailing four-quarter average earnings surprise of 48.5%.Designer Brands Inc. DBI designs, produces and retails footwear and accessories. It offers shoes, boots, sandals, sneakers, socks, handbags and accessories. It also carries a Zacks Rank #2.The Zacks Consensus Estimate for Designer Brands’ current fiscal-year earnings and sales suggests growth of 137.5% and 0.5%, respectively, from the year-ago actuals. DBI delivered a trailing four-quarter average earnings surprise of 112.8%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Arhaus, Inc. (ARHS) : Free Stock Analysis Report Abercrombie & Fitch Company (ANF) : Free Stock Analysis Report American Eagle Outfitters, Inc. (AEO) : Free Stock Analysis Report Designer Brands Inc. (DBI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-08-05

Revolve Q2 Earnings Beat on Expanding Customer Base & Higher Margins

Zacks
Revolve Group, Inc. RVLV delivered a strong second quarter of 2026, marked by broad-based sales growth, accelerating customer acquisition and improved profitability. Double-digit gains across both segments and geographies reflected accelerating customer demand, while a lower return rate and better markdown execution supported margins. The company continued to invest in owned brands, beauty, international expansion and physical retail.Earnings of 26 cents per share increased 85.7% year over year and surpassed the Zacks Consensus Estimate of 20 cents by 30%. Net sales rose 12.4% to $347.4 million and topped the consensus mark of $343 million by 1.2%. Results included a 6-cent-per-share benefit resulting from IEEPA tariff refunds received during the quarter.Demand indicators remained favorable. Trailing 12-month active customers increased 11% year over year to 3.041 million, which exceeded the Zacks Consensus Estimate of 2.954 million. Total orders grew 11% to 2.701 million, surpassing the consensus estimate of 2.649 million. Average order value was $299 compared with $300 a year earlier, with the slight decline reflecting a greater contribution from lower-priced Grow-Good beauty products. The Zacks Consensus Estimate of average order value was pegged at $303. Revolve Group, Inc. price-consensus-eps-surprise-chart | Revolve Group, Inc. Quote Revolve’s segment results underscored the balance of the quarter’s top-line performance. Net sales in the REVOLVE segment rose 13% year over year to $302.5 million, while FWRD net sales increased 11% to $44.9 million. This marked the third consecutive quarter of double-digit growth across both operating segments. The Zacks Consensus Estimate of the REVOLVE and FWRD segments’ net sales was pegged at $296 million and $45.2 million, respectively, in the second quarter.Geographically, U.S. net sales climbed 11% year over year to $269.1 million, beating the consensus estimate of $264 million. International net sales grew 16% to $78.4 million and accounted for nearly 23% of total revenues, the highest mix reported by the company. Management noted growth across all regions, with Mexico remaining strong and the Middle East rebounding from a weak start to deliver double-digit growth for the quarter. RVLV posted gross profit of $196.7 million, up 18% year over year, as gross margin expanded 254 basis points to 56.6%. The increase inc…Read full document

Revolve Group, Inc. RVLV delivered a strong second quarter of 2026, marked by broad-based sales growth, accelerating customer acquisition and improved profitability. Double-digit gains across both segments and geographies reflected accelerating customer demand, while a lower return rate and better markdown execution supported margins. The company continued to invest in owned brands, beauty, international expansion and physical retail.Earnings of 26 cents per share increased 85.7% year over year and surpassed the Zacks Consensus Estimate of 20 cents by 30%. Net sales rose 12.4% to $347.4 million and topped the consensus mark of $343 million by 1.2%. Results included a 6-cent-per-share benefit resulting from IEEPA tariff refunds received during the quarter.Demand indicators remained favorable. Trailing 12-month active customers increased 11% year over year to 3.041 million, which exceeded the Zacks Consensus Estimate of 2.954 million. Total orders grew 11% to 2.701 million, surpassing the consensus estimate of 2.649 million. Average order value was $299 compared with $300 a year earlier, with the slight decline reflecting a greater contribution from lower-priced Grow-Good beauty products. The Zacks Consensus Estimate of average order value was pegged at $303. Revolve Group, Inc. price-consensus-eps-surprise-chart | Revolve Group, Inc. Quote Revolve’s segment results underscored the balance of the quarter’s top-line performance. Net sales in the REVOLVE segment rose 13% year over year to $302.5 million, while FWRD net sales increased 11% to $44.9 million. This marked the third consecutive quarter of double-digit growth across both operating segments. The Zacks Consensus Estimate of the REVOLVE and FWRD segments’ net sales was pegged at $296 million and $45.2 million, respectively, in the second quarter.Geographically, U.S. net sales climbed 11% year over year to $269.1 million, beating the consensus estimate of $264 million. International net sales grew 16% to $78.4 million and accounted for nearly 23% of total revenues, the highest mix reported by the company. Management noted growth across all regions, with Mexico remaining strong and the Middle East rebounding from a weak start to deliver double-digit growth for the quarter. RVLV posted gross profit of $196.7 million, up 18% year over year, as gross margin expanded 254 basis points to 56.6%. The increase included a 162-basis-point benefit from IEEPA tariff refunds. Excluding the refunds, gross margin still improved about 92 basis points, helped by AI and data-driven recalibration of markdown algorithms.The REVOLVE segment’s gross profit increased 18% year over year to $176.9 million. Its segment gross margin was about 58.5%, compared with roughly 55.9% a year earlier, and included a $5.2 million tariff-refund benefit.FWRD gross profit rose 15% to $19.7 million. The segment’s gross margin improved to about 44% from roughly 42.2% in the prior-year quarter and included a $0.5 million tariff-refund benefit.Income from operations increased 23% year over year to $22.1 million. The operating margin expanded to 6.4% from 5.8%, despite higher investments in marketing, physical retail, the REVOLVE Los Angeles label and the Grow-Good beauty venture.Adjusted EBITDA rose 17% to $26.8 million, including a $5.6 million benefit from tariff refunds. The adjusted EBITDA margin increased 30 basis points year over year to 7.7% from 7.4%. Revolve increased marketing spending to support major growth initiatives during the second quarter. Marketing expenses rose to $57.5 million, or 16.5% of net sales, from $47.1 million, or 15.2%, in the year-ago quarter. The increase mainly reflected investments in the REVOLVE Los Angeles namesake label, brand-building initiatives and newer marketing channels, including connected television.Selling and distribution expenses increased to $62.1 million, or 17.9% of net sales, from $53.8 million, or 17.4%, a year earlier. Management attributed the reduced efficiency to higher customer shipping costs, including variable fuel and other surcharges in international markets, partially offset by a lower product return rate.Fulfillment costs were $11.6 million, or 3.3% of net sales, compared with $9.8 million, or 3.2%, in the prior-year quarter. The increase primarily reflected higher compensation expenses for fulfillment staff, partly offset by the lower return rate.General and administrative expenses rose to $43.4 million, or 12.5% of net sales, from $38.3 million, or 12.4%. Higher spending was tied largely to investments in the REVOLVE Los Angeles label, physical retail expansion and the Grow-Good beauty venture developed with Cardi B. RVLV used $8.2 million of cash in operating activities during the second quarter, compared with $12.6 million generated in the year-ago period. Free cash flow was negative $10.9 million versus positive $9.6 million a year earlier, primarily because unfavorable working-capital movements more than offset the increase in net income.For the first six months of 2026, operating cash flow remained positive at $41.2 million, while free cash flow totaled $34 million. The company repurchased 497,675 Class A shares for $9.9 million during the quarter at an average price of $19.98 per share.The balance sheet remained a key financial strength. Cash and cash equivalents were $311.6 million at June 30, 2026, up slightly from $310.7 million a year earlier and the company remained debt-free.Inventory ended the quarter at $275.8 million, up 25% year over year and 9.5% from the end of 2025. Management noted that the year-over-year comparison was affected by tariff-related shipment delays that reduced inventory in the prior-year period. On a two-year stacked basis, net sales growth exceeded inventory growth by approximately 5 percentage points. Revolve said the second REVOLVE Los Angeles collection delivered stronger early sell-through than the initial assortment. Management plans to establish the namesake label with premium products before expanding into additional categories and price points to support more meaningful sales volumes from 2027 onward.Grow-Good beauty products, developed with Cardi B, also generated strong early demand, with the first three product drops selling out within hours. The company expects to begin receiving a significantly larger inventory restock in the fall. Management added that Grow-Good carries gross margins that are highly accretive to the overall business and attracts customers with limited overlap with REVOLVE and FWRD.Management also emphasized international expansion, physical retail and artificial intelligence. Mexico continued to post strong growth following marketing and service improvements, while the Middle East rebounded from a weak start to deliver double-digit growth for the quarter. Revolve remains on track to open its third physical store at Aventura Mall in greater Miami during the fourth quarter.On the technology front, RVLV plans to test an AI-powered image-search feature that will allow shoppers to upload a photograph and find identical or similar products. The company is using AI-powered internal analytics tools that allow employees to query enterprise data in plain English while monitoring traffic and conversion trends across its physical stores. Revolve’s updated 2026 outlook reflects continued investment in growth initiatives amid geopolitical uncertainty, tariffs, inflation, supply-chain pressures and foreign currency volatility. Management noted that the gross margin forecast excludes any additional IEEPA tariff refunds.For 2026, RVLV maintained its gross margin outlook at 53.5-54%. Fulfillment expenses are still expected to be 3.2-3.4% of net sales, while selling and distribution expenses remain projected at 17.1-17.3%.The company raised its marketing expense forecast to 15.8-16% of net sales from 15.3-15.8%, reflecting second-quarter spending and continued investment in long-term growth initiatives. General and administrative expense guidance was also increased to $170-$172 million from $164-$168 million. The effective tax rate is still expected to be 24-26%.For the third quarter of 2026, Revolve expects gross margin of 53.5-54%. Fulfillment expenses are projected at approximately 3.4% of net sales, while selling and distribution expenses are expected to account for roughly 17.5%.Marketing expenses are forecasted at approximately 15% of third-quarter sales, while general and administrative expenses are expected to be about $43.5 million. Management also said fourth-quarter marketing spending is likely to exceed 16% of sales because of planned brand-building investments. RVLV Stock Past Three-Month Performance Image Source: Zacks Investment Research The outlook follows an encouraging start to the third quarter, with July net sales increasing approximately 18% year over year. Management continued to target double-digit revenue growth for 2026.Shares of this Zacks Rank #2 (Buy) company have risen 30.6% over the past three months compared with the industry’s 8.7% growth. Abercrombie & Fitch Co. ANF operates as a specialty retailer of premium, high-quality casual apparel for men, women and kids. The company carries a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.The Zacks Consensus Estimate for Abercrombie & Fitch’s current fiscal-year earnings and sales indicates growth of 6.1% and 4.9%, respectively, from the year-ago actuals. ANF delivered a trailing four-quarter average earnings surprise of 8.1%.American Eagle Outfitters Inc. AEO is a specialty retailer of casual apparel, accessories and footwear for men and women. The company carries a Zacks Rank #2 at present. The Zacks Consensus Estimate for American Eagle's current fiscal-year earnings and sales implies growth of 17.3% and 8.8%, respectively, from the year-ago actuals. AEO delivered a trailing four-quarter average earnings surprise of 48.5%.Designer Brands Inc. DBI designs, produces and retails footwear and accessories. It offers shoes, boots, sandals, sneakers, socks, handbags and accessories. Designer Brands also carries a Zacks Rank #2 at present.The Zacks Consensus Estimate for Designer Brands’ current fiscal-year earnings and sales indicates growth of 137.5% and 0.5%, respectively, from the year-ago actuals. DBI delivered a trailing four-quarter average earnings surprise of 112.8%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Revolve Group, Inc. (RVLV) : Free Stock Analysis Report Abercrombie & Fitch Company (ANF) : Free Stock Analysis Report American Eagle Outfitters, Inc. (AEO) : Free Stock Analysis Report Designer Brands Inc. (DBI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-08-04

Sally Beauty Stock Jumps 7.8% After Q3 Earnings Beat, Outlook Narrowed

Zacks
Sally Beauty Holdings, Inc. SBH delivered third-quarter fiscal 2026 results, wherein earnings surpassed the Zacks Consensus Estimate, while revenues fell slightly short. The bottom line improved year over year, while sales increased marginally from the prior-year quarter. Management highlighted continued momentum in its strategic initiatives, including digital investments, product innovation, customer engagement and store refresh programs. While Beauty Systems Group remained under pressure due to softness in the Care category, management pointed to encouraging trends in color products and ongoing efforts to strengthen the business.Management also noted that adjusted operating earnings and adjusted diluted earnings per share came in at the high end of the company's guidance range, supported by healthy gross margins and disciplined SG&A management.The company narrowed its fiscal 2026 guidance within its previously announced ranges, while raising the low end of its adjusted earnings per share outlook. Investors responded favorably to the earnings beat, margin expansion and strong cash flow generation, sending SBH shares 7.8% higher in the last trading session. Sally Beauty Holdings, Inc. price-consensus-eps-surprise-chart | Sally Beauty Holdings, Inc. Quote Adjusted earnings of 55 cents per share beat the consensus estimate of 53 cents by 3.8% and increased 7.8% from 51 cents in the year-ago quarter. Earnings per share rose 25% year over year to 55 cents.Net sales of $935.5 million rose 0.2% year over year but missed the consensus mark of $936 million by 0.1%. Sales included a 50-basis-point favorable impact from foreign currency translation despite operating 39 fewer stores. Comparable sales remained flat during the quarter. Color remained resilient across both segments, while weakness in the Care category weighed on overall performance.Global e-commerce sales increased 11% year over year to $110 million, representing 12% of quarterly net sales. The business delivered four consecutive quarters of double-digit online growth, supported by updated apps, marketplaces and buy-online-pick-up-in-store activity. In the Sally Beauty Supply segment, net sales increased 2.2% year over year to $538.6 million, including a 90-basis-point foreign currency benefit. This was above the Zacks Consensus Estimate of $534 million. Comparable sales rose 1.6%, which was higher than t…Read full document

Sally Beauty Holdings, Inc. SBH delivered third-quarter fiscal 2026 results, wherein earnings surpassed the Zacks Consensus Estimate, while revenues fell slightly short. The bottom line improved year over year, while sales increased marginally from the prior-year quarter. Management highlighted continued momentum in its strategic initiatives, including digital investments, product innovation, customer engagement and store refresh programs. While Beauty Systems Group remained under pressure due to softness in the Care category, management pointed to encouraging trends in color products and ongoing efforts to strengthen the business.Management also noted that adjusted operating earnings and adjusted diluted earnings per share came in at the high end of the company's guidance range, supported by healthy gross margins and disciplined SG&A management.The company narrowed its fiscal 2026 guidance within its previously announced ranges, while raising the low end of its adjusted earnings per share outlook. Investors responded favorably to the earnings beat, margin expansion and strong cash flow generation, sending SBH shares 7.8% higher in the last trading session. Sally Beauty Holdings, Inc. price-consensus-eps-surprise-chart | Sally Beauty Holdings, Inc. Quote Adjusted earnings of 55 cents per share beat the consensus estimate of 53 cents by 3.8% and increased 7.8% from 51 cents in the year-ago quarter. Earnings per share rose 25% year over year to 55 cents.Net sales of $935.5 million rose 0.2% year over year but missed the consensus mark of $936 million by 0.1%. Sales included a 50-basis-point favorable impact from foreign currency translation despite operating 39 fewer stores. Comparable sales remained flat during the quarter. Color remained resilient across both segments, while weakness in the Care category weighed on overall performance.Global e-commerce sales increased 11% year over year to $110 million, representing 12% of quarterly net sales. The business delivered four consecutive quarters of double-digit online growth, supported by updated apps, marketplaces and buy-online-pick-up-in-store activity. In the Sally Beauty Supply segment, net sales increased 2.2% year over year to $538.6 million, including a 90-basis-point foreign currency benefit. This was above the Zacks Consensus Estimate of $534 million. Comparable sales rose 1.6%, which was higher than the Zacks Consensus Estimate of 1% growth. This increase was driven by 0.6% transaction growth and a 1% increase in average ticket. Sally U.S. and Canada delivered 3.5% comparable sales growth.Color sales increased 8% across the segment and 9% in Sally U.S. and Canada, while Care declined 6%. E-commerce sales climbed 20% to $52 million, representing 10% of segment sales. U.S. and Canada online sales advanced 28%. Gross margin expanded 60 basis points to 61.5%, supported by higher product margins from the Fuel for Growth program, while segment operating margin improved 80 basis points to 16.6%.Beauty Systems Group (“BSG”) net sales declined 2.4% to $396.9 million, reflecting nine fewer stores. The Zacks Consensus Estimate for segment sales is pegged at $402 million. Comparable sales fell 2.1%, as transactions decreased 3.2%, partly offset by a 1.1% rise in average ticket.BSG’s Color category grew 1%, while Care declined 5%. The company faced a difficult comparison with the prior-year K18 launch, while stylists remained selective about hair care and styling-tool purchases. BSG e-commerce sales increased 4% to $58 million, representing 15% of segment revenues. Gross margin expanded 70 basis points to 40.1%, supported by higher product margins from the Fuel for Growth program, while segment operating margin contracted 20 basis points to 12.3%. The updated Sally app delivered order and sales growth that outpaced sessions, while average order value increased 6%. Licensed Colorist On Demand consultations exceeded 5,200 per week, and the number of new customers using the service increased 28%. These customers also purchased more frequently than nonusers.The company completed 33 Sally Ignited store refreshes through July and plans 17 more in the fourth quarter, reaching 80 locations by fiscal year-end. Management said refreshed stores continued to outperform the fleet, with gains in traffic, dwell time, units per transaction and average transaction value.Fragrance and nails remained standout categories. Fragrance, now available in 2,000 stores, primarily attracted incremental spending from existing customers. The hair-care reset includes Yellow and NatureLab. Tokyo, along with expanded offerings from Design Essentials, The Doux and Camille Rose. SBH’s adjusted gross margin expanded 40 basis points year over year to 52.4% from 52% in the prior-year period, reflecting improved product margins driven by the company's Fuel for Growth program. Gross margin expanded 90 basis points to 52.4%.On the cost side, adjusted selling, general and administrative (SG&A) expenses totaled $404 million, increasing $5 million from the prior-year period. Adjusted SG&A expenses remained flat at 43.2% of net sales. Higher labor and rent expenses were partially offset by approximately $2 million of Fuel for Growth benefits.SBH generated adjusted operating earnings of $87 million, compared with $86.1 million in the year-ago quarter. Adjusted operating margin improved 10 basis points to 9.3% from 9.2% in the prior-year period. Operating earnings increased 10.5% to $86.4 million, while operating margin expanded 80 basis points to 9.2%.Adjusted EBITDA increased 1.8% year over year to $117.4 million from $115.3 million in the prior-year period. Adjusted EBITDA margin expanded 10 basis points to 12.5% from 12.4% in the year-ago quarter. The company ended the quarter with cash and cash equivalents of $173.1 million and no outstanding borrowings under its asset-based revolving credit facility. Inventory declined 1% year over year to $996 million. During the third quarter of fiscal 2026, operating cash flow totaled $81 million, while free cash flow was $62 million.Capital allocation remained focused on strengthening the balance sheet and returning cash to shareholders. During the quarter, SBH repaid $20 million of term loan debt and repurchased 1.9 million shares for $25 million, ending the period with a net debt leverage ratio of 1.4x. Management narrowed its fiscal 2026 net sales outlook to $3.725-$3.733 billion from $3.725-$3.750 billion. The outlook assumes an approximately 30-basis-point favorable impact from foreign currency rates. Comparable sales are expected to rise approximately 0.5%, compared with the prior forecast of flat to 1% growth.The company projects adjusted operating earnings in the range of $329-$335 million, while adjusted earnings per share are expected to be $2.04-$2.08, compared with the earlier guidance of $2.02-$2.10. Capital expenditures remain forecast at approximately $100 million, and free cash flow is expected to be roughly $200 million. The company plans to deploy about 50% of free cash flow toward share repurchases. Fuel for Growth is still expected to generate approximately $45 million of benefits in fiscal 2026, with cumulative run-rate savings reaching about $120 million by fiscal year-end. The company reiterated that it expects Happy Beauty's e-commerce site to launch by the end of the fourth quarter. Image Source: Zacks Investment Research Shares of this Zacks Rank #2 (Buy) company have risen 17.4% over the past three months against the industry’s 4.2% decline. Five Below, Inc. FIVE operates as a specialty value retailer in the United States. At present, Five Below sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.The Zacks Consensus Estimate for FIVE’s current fiscal-year sales and earnings implies growth of 15.1% and 36.1%, respectively, from the year-ago figures. FIVE delivered a trailing four-quarter earnings surprise of 70.1%, on average.Tilly's, Inc. TLYS is a specialty retailer in the action sports industry selling clothing, shoes and accessories. The company also flaunts a Zacks Rank #1 at present. The Zacks Consensus Estimate for Tilly's current fiscal-year sales indicates growth of 4.9% from the year-ago actuals. TLYS delivered a trailing four-quarter average earnings surprise of 155.3%. Designer Brands Inc. DBI designs, produces and retails footwear and accessories. It offers shoes, boots, sandals, sneakers, socks, handbags and accessories. It currently carries a Zacks Rank #2.The Zacks Consensus Estimate for Designer Brands’ current fiscal-year earnings and sales suggests growth of 137.5% and 0.5%, respectively, from the year-ago actuals. DBI delivered a trailing four-quarter average earnings surprise of 112.8%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Sally Beauty Holdings, Inc. (SBH) : Free Stock Analysis Report Five Below, Inc. (FIVE) : Free Stock Analysis Report Tilly's, Inc. (TLYS) : Free Stock Analysis Report Designer Brands Inc. (DBI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-08-03

Should You Buy, Sell or Hold Steven Madden Stock Post Q2 Earnings?

Zacks
Steven Madden, Ltd.  SHOO delivered impressive second-quarter 2026 results, with both the top and bottom lines surpassing the Zacks Consensus Estimate and increasing year over year. Broad-based strength across its Steve Madden, Kurt Geiger and Dolce Vita brands, along with healthy wholesale and direct-to-consumer ("DTC") demand, drove robust revenue growth and margin expansion. Encouraged by the strong performance, management raised its fiscal 2026 revenue and adjusted earnings outlook.Shares of Steven Madden have gained 27.1% over the past three months, significantly outperforming the industry's 0.2% increase during the same period. Image Source: Zacks Investment Research Steven Madden reported second-quarter revenues of $665.9 million, up 19.1% year over year. Excluding Kurt Geiger, revenues increased 11.2%.Wholesale revenues increased 13% to $407.5 million, while DTC revenues climbed 30.6% to $255.4 million. Excluding Kurt Geiger, wholesale and DTC revenues increased 11.5% and 11.1%, respectively. Steve Madden global comparable sales rose 9%, including a 17% increase in the United States, reflecting continued strength in the company's flagship brand.Profitability improved meaningfully during the quarter. Adjusted gross margin expanded 460 basis points year over year to 46.5%, driven by higher average selling prices, reduced promotional activity, lower tariff pressure and a lower mix of private-label business. Adjusted operating margin increased to 6.7% from 4% a year ago, while adjusted earnings more than doubled to 44 cents per share from 20 cents.Steven Madden strengthened its balance sheet by using tariff-related refunds to reduce debt. The company ended the quarter with $94.7 million in cash and cash equivalents and net debt of $30.1 million, while inventories declined 13.7% year over year. Following the strong second quarter, management raised its fiscal 2026 outlook. Steven Madden expects revenue growth of 11-13%, up from the prior expectation of 10-12%. Adjusted earnings per share are projected in the range of $2.05-$2.15, compared with the earlier guidance of $2.00-$2.10. The company reaffirmed its EPS guidance of $2.55-$2.65.Management raised its expectations for several key brands. The Steve Madden brand is expected to deliver high single-digit revenue growth in 2026, Kurt Geiger is projected to generate mid-teens pro forma revenue growth and Do…Read full document

Steven Madden, Ltd.  SHOO delivered impressive second-quarter 2026 results, with both the top and bottom lines surpassing the Zacks Consensus Estimate and increasing year over year. Broad-based strength across its Steve Madden, Kurt Geiger and Dolce Vita brands, along with healthy wholesale and direct-to-consumer ("DTC") demand, drove robust revenue growth and margin expansion. Encouraged by the strong performance, management raised its fiscal 2026 revenue and adjusted earnings outlook.Shares of Steven Madden have gained 27.1% over the past three months, significantly outperforming the industry's 0.2% increase during the same period. Image Source: Zacks Investment Research Steven Madden reported second-quarter revenues of $665.9 million, up 19.1% year over year. Excluding Kurt Geiger, revenues increased 11.2%.Wholesale revenues increased 13% to $407.5 million, while DTC revenues climbed 30.6% to $255.4 million. Excluding Kurt Geiger, wholesale and DTC revenues increased 11.5% and 11.1%, respectively. Steve Madden global comparable sales rose 9%, including a 17% increase in the United States, reflecting continued strength in the company's flagship brand.Profitability improved meaningfully during the quarter. Adjusted gross margin expanded 460 basis points year over year to 46.5%, driven by higher average selling prices, reduced promotional activity, lower tariff pressure and a lower mix of private-label business. Adjusted operating margin increased to 6.7% from 4% a year ago, while adjusted earnings more than doubled to 44 cents per share from 20 cents.Steven Madden strengthened its balance sheet by using tariff-related refunds to reduce debt. The company ended the quarter with $94.7 million in cash and cash equivalents and net debt of $30.1 million, while inventories declined 13.7% year over year. Following the strong second quarter, management raised its fiscal 2026 outlook. Steven Madden expects revenue growth of 11-13%, up from the prior expectation of 10-12%. Adjusted earnings per share are projected in the range of $2.05-$2.15, compared with the earlier guidance of $2.00-$2.10. The company reaffirmed its EPS guidance of $2.55-$2.65.Management raised its expectations for several key brands. The Steve Madden brand is expected to deliver high single-digit revenue growth in 2026, Kurt Geiger is projected to generate mid-teens pro forma revenue growth and Dolce Vita is expected to post high single-digit to low-double-digit revenue growth. Despite the recent rally, Steven Madden's valuation remains attractive. The stock currently trades at a trailing 12-month price-to-sales ratio of 1.21X, below the industry average of 1.27X, suggesting investors are not paying a premium for its improving growth profile. It has a Value Score of A. Image Source: Zacks Investment Research Steven Madden continues to execute well across multiple growth initiatives, led by the strong momentum of its flagship Steve Madden brand. Management highlighted healthy demand across women's footwear, men's footwear and handbags, driven by trend-right product assortments and effective marketing campaigns. Reflecting the brand's growing consumer appeal, global online searches for the Steve Madden brand increased 71% during the second quarter, reinforcing management's confidence in its long-term growth prospects.Kurt Geiger remains another important long-term growth driver. The company expanded the brand's U.S. retail footprint by opening two full-price stores during the quarter, bringing the total to seven. Existing stores generated 12% comparable sales growth, while Steven Madden acquired Spain and Portugal distribution business and continues to pursue additional distribution and joint venture opportunities to further expand Kurt Geiger's international presence. The company noted that its in-store personalization service has emerged as a key differentiator for the brand.Dolce Vita continues to gain momentum as an important growth brand within Steven Madden's portfolio. Management highlighted strong performance across both wholesale and DTC channels, supported by demand for jellies, ballet flats, Mary Janes, mid-heel dress shoes and thongs. The brand continued to gain traction in handbags while expanding its presence in international markets, including Canada, Mexico and the United Kingdom.Beyond its brand portfolio, Steven Madden continues to strengthen its market position through disciplined execution across its wholesale and DTC businesses. Management noted strong sell-throughs and reorder activity in the branded wholesale business, while DTC momentum continued into the third quarter. Strong performance during the Nordstrom Anniversary Sale, particularly in the Steve Madden women's footwear business, further underscores the company's ability to capitalize on consumer demand across multiple distribution channels. Despite the strong momentum, Steven Madden faces several near-term challenges. The company's private-label business remains under pressure, with management expecting revenues from the segment to decline at a mid- to high-teens rate in fiscal 2026. While branded products continue to perform well, ongoing weakness in private label could weigh on wholesale growth.Freight and sourcing costs also remain a concern. Management noted that the prolonged conflict in the Middle East has increased air freight usage as the company works to replenish best-selling products and mitigate supply-chain disruptions. Suppliers are finding it increasingly difficult to absorb higher logistics costs, resulting in greater cost pressures during the second half of the year.Tariff uncertainty continues to cloud the outlook. While Steven Madden has benefited from lower tariff pressure this year, management's guidance assumes additional tariffs in the fourth quarter as investigations into structural excess capacity and intellectual property practices remain unresolved. Any further changes in trade policies could increase sourcing costs and dampen profitability.Although management expects gross margins to improve year over year in the second half, it cautioned that the pace of expansion will moderate as the company laps prior pricing actions and the favorable mix benefits from the Kurt Geiger acquisition. These headwinds could limit further margin improvement despite continued healthy demand for the company's brands. The Zacks Consensus Estimate for Steven Madden's 2026 earnings has increased by 3 cents over the past seven days, while the 2027 estimate has remained unchanged.Current consensus estimates indicate earnings growth of 25.9% in 2026 and 24.5% in 2027, reflecting confidence in the company's long-term earnings trajectory. Image Source: Zacks Investment Research Steven Madden remains well-positioned for long-term growth, supported by strong brand momentum, healthy consumer demand and an improving earnings outlook. While freight costs, tariff uncertainty and weakness in the private-label business remain near-term headwinds, the stock trades at a modest valuation relative to the industry and analysts continue to project robust earnings growth over the next two years.Given its balanced risk-reward profile following the recent rally, Steven Madden appears to be a stock worth holding. The company currently carries a Zacks Rank #3 (Hold). Canada Goose GOOS is a designer, manufacturer, distributor and retailer of premium outerwear for men, women and children. The company flaunts a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.The Zacks Consensus Estimate for Canada Goose’s current fiscal-year earnings and sales suggests growth of 58.9% and 3.4%, respectively, from the year-ago actuals. GOOS delivered a trailing four-quarter average negative earnings surprise of 42%.Tilly's, Inc. TLYS is a specialty retailer in the action sports industry selling clothing, shoes and accessories. The company also sports a Zacks Rank #1 at present. The Zacks Consensus Estimate for Tilly's current fiscal-year sales indicates growth of 4.9% from the year-ago actuals. TLYS delivered a trailing four-quarter average earnings surprise of 155.3%. Designer Brands Inc. DBI designs, produces and retails footwear and accessories. It offers shoes, boots, sandals, sneakers, socks, handbags and accessories. It currently carries a Zacks Rank #2 (Buy).The Zacks Consensus Estimate for Designer Brands’ current fiscal-year earnings and sales suggests growth of 137.5% and 0.5%, respectively, from the year-ago actuals. DBI delivered a trailing four-quarter average earnings surprise of 112.8%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Steven Madden, Ltd. (SHOO) : Free Stock Analysis Report Tilly's, Inc. (TLYS) : Free Stock Analysis Report Canada Goose Holdings Inc. (GOOS) : Free Stock Analysis Report Designer Brands Inc. (DBI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-08-03

Somnigroup to Post Q2 Earnings: What's in Store for the Stock?

Zacks
Somnigroup International Inc. SGI is slated to report second-quarter 2026 results on Aug. 6, 2026, before market open. The company is likely to report bottom and top-line growth when it posts the quarterly results.The Zacks Consensus Estimate for the company’s earnings is pegged at 58 cents per share, which indicates an increase of 9.4% from the year-ago quarter’s reported figure. The consensus mark has risen a penny in the past 30 days. For second-quarter revenues, the consensus mark is pegged at $1.9 billion, indicating a 0.5% rise from the year-ago quarter’s reported figure.In the last reported quarter, the company delivered an earnings surprise of 3.5%. Its earnings outperformed the Zacks Consensus Estimate by 4.8%, on average, in the trailing four quarters. Somnigroup’s quarterly performance is expected to have benefited from growth in premium and innovation-led products, expanding direct-to-consumer sales, market share gains and higher sales of sleep accessories. The company is focused on strengthening its vertically integrated business model by combining manufacturing, wholesale distribution, direct-to-consumer retail and e-commerce operations. This integrated approach enables the company to better manage its supply chain, improve inventory efficiency, enhance customer service and support profitability.The company continues to drive growth through product innovation, introducing premium mattresses, smart sleep technologies and complementary sleep accessories that differentiate its brands and encourage consumers to trade up to higher-value products. Somnigroup is expanding its direct-to-consumer business by investing in its retail store network, digital platforms and omnichannel capabilities.The company is investing in marketing and brand-building initiatives to increase consumer awareness, drive store and online traffic, and reinforce the strength of its portfolio of sleep brands. SGI is improving manufacturing efficiency, optimizing sourcing and logistics, and implementing productivity initiatives to offset inflationary pressures, enhance margins and support earnings growth. All these strategic initiatives, coupled with international momentum, have further diversified the business through product launches, distribution and effective omnichannel execution, and are likely to have boosted the company's performance during the quarter under review.The Zac…Read full document

Somnigroup International Inc. SGI is slated to report second-quarter 2026 results on Aug. 6, 2026, before market open. The company is likely to report bottom and top-line growth when it posts the quarterly results.The Zacks Consensus Estimate for the company’s earnings is pegged at 58 cents per share, which indicates an increase of 9.4% from the year-ago quarter’s reported figure. The consensus mark has risen a penny in the past 30 days. For second-quarter revenues, the consensus mark is pegged at $1.9 billion, indicating a 0.5% rise from the year-ago quarter’s reported figure.In the last reported quarter, the company delivered an earnings surprise of 3.5%. Its earnings outperformed the Zacks Consensus Estimate by 4.8%, on average, in the trailing four quarters. Somnigroup’s quarterly performance is expected to have benefited from growth in premium and innovation-led products, expanding direct-to-consumer sales, market share gains and higher sales of sleep accessories. The company is focused on strengthening its vertically integrated business model by combining manufacturing, wholesale distribution, direct-to-consumer retail and e-commerce operations. This integrated approach enables the company to better manage its supply chain, improve inventory efficiency, enhance customer service and support profitability.The company continues to drive growth through product innovation, introducing premium mattresses, smart sleep technologies and complementary sleep accessories that differentiate its brands and encourage consumers to trade up to higher-value products. Somnigroup is expanding its direct-to-consumer business by investing in its retail store network, digital platforms and omnichannel capabilities.The company is investing in marketing and brand-building initiatives to increase consumer awareness, drive store and online traffic, and reinforce the strength of its portfolio of sleep brands. SGI is improving manufacturing efficiency, optimizing sourcing and logistics, and implementing productivity initiatives to offset inflationary pressures, enhance margins and support earnings growth. All these strategic initiatives, coupled with international momentum, have further diversified the business through product launches, distribution and effective omnichannel execution, and are likely to have boosted the company's performance during the quarter under review.The Zacks Consensus Estimate for Tempur Sealy International net sales is currently pegged at $311 million, indicating year-over-year growth of 5.8%.On the flip side, commodity inflation and sluggish global bedding demand remain deterrents for Somnigroup. Commodity inflation remains a key headwind as rising costs for oil-derived inputs, including key chemicals, gasoline and diesel, continue to pressure profitability. The company is facing higher expenses for essential raw materials, including chemicals, purchased foam, diesel and gasoline, primarily due to geopolitical disruptions that have affected energy markets. Somnigroup International Inc. price-eps-surprise | Somnigroup International Inc. Quote Our proven model conclusively predicts an earnings beat for Somnigroup this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chance of an earnings beat. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.Somnigroup currently has an Earnings ESP of +2.02% and a Zacks Rank of 3. Somnigroup has a forward 12-month price-to-earnings ratio of 18.13X compared with its five-year high of 33.14X and the Retail - Home Furnishings industry’s average of 19.2X.The recent market movements show that SGI’s shares have lost 10.6% in the past three months compared with the industry’s 3.4% growth. Here are a few more companies, which according to our model, have the right combination of elements to come up with an earnings beat this reporting cycle:Williams-Sonoma, Inc. WSM has an Earnings ESP of +3.38% and a Zacks Rank of 2. WSM is likely to register a top and bottom-line increase when it reports second-quarter fiscal 2026 numbers. You can see the complete list of today’s Zacks #1 Rank stocks here.The Zacks Consensus Estimate for quarterly EPS of $2.04 suggests an increase of 2% from the year-ago fiscal quarter’s reported number. The consensus estimate for quarterly revenues is pegged at $1.9 billion, suggesting growth of 4.1% from the prior-year fiscal quarter’s reported figure. WSM has a trailing four-quarter earnings surprise of 7.2%, on average.Designer Brands Inc. DBI currently has an Earnings ESP of +0.03% and a Zacks Rank of 2. The company is expected to register a top-line increase when it reports second-quarter fiscal 2026 results. The consensus mark for revenues is pegged at $743 million, indicating a rise of 0.4% from the figure reported in the year-ago quarter. The Zacks Consensus Estimate for quarterly EPS of 25 cents suggests a drop of 26.5% from the year-ago quarter. DBI has a trailing four-quarter earnings surprise of 112.8%, on average.American Eagle Outfitters AEO currently has an Earnings ESP of +2.23% and a Zacks Rank of 2. AEO is likely to register a top-line increase when it reports second-quarter fiscal 2026 numbers. The consensus estimate for quarterly revenues is pegged at $1.4 billion, suggesting growth of 6.5% from the prior-year fiscal quarter’s reported figure.The Zacks Consensus Estimate for quarterly EPS of 21 cents suggests a decrease of 53.3% from the year-ago fiscal quarter’s reported number. AEO has a trailing four-quarter earnings surprise of 48.5%, on average. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Somnigroup International Inc. (SGI) : Free Stock Analysis Report American Eagle Outfitters, Inc. (AEO) : Free Stock Analysis Report Williams-Sonoma, Inc. (WSM) : Free Stock Analysis Report Designer Brands Inc. (DBI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-07-31

SHOO Stock Jumps 10% After Q2 Earnings Beat, FY26 Outlook Raised

Zacks
Steven Madden, Ltd. SHOO reported second-quarter 2026 results, with both top and bottom lines surpassing the Zacks Consensus Estimate. Revenues increased year over year.The Steve Madden brand was the quarter’s key growth engine. Women’s footwear benefited from demand for dress shoes and casual styles. Men’s footwear performed well, particularly loafers, while handbags returned to strong growth on strength in totes, hobos and crossbody products. Global online searches for the Steve Madden brand increased 71% during the quarter.Management highlighted strong consumer response to its trend-right assortments, continued momentum in direct-to-consumer (DTC) and wholesale channels, and solid performance from Kurt Geiger and Dolce Vita.The company raised its fiscal 2026 revenues and adjusted earnings per share (EPS) guidance, reflecting confidence in the momentum across its brands and stronger-than-expected second-quarter performance. Investors responded positively, sending SHOO shares up 10.2% yesterday. Steven Madden, Ltd. price-consensus-eps-surprise-chart | Steven Madden, Ltd. Quote SHOO posted adjusted earnings of 44 cents per share, which beat the Zacks Consensus Estimate of 33 cents per share. The bottom line more than doubled from adjusted earnings of 20 cents reported in the prior-year quarter.Total revenues increased 19.1% year over year to $665.9 million from $559 million, surpassing the Zacks Consensus Estimate of $634 million. Excluding Kurt Geiger, consolidated revenues increased 11.2% year over year. Wholesale revenues increased 13% year over year to $407.5 million, surpassing our estimated mark of $388 million. Excluding Kurt Geiger, wholesale revenues increased 11.5%. Adjusted gross margin in the segment expanded to 35.2% from 30.9% in the prior-year period, driven by higher average selling prices, a smaller negative impact from tariffs and a lower penetration of private label.Wholesale footwear revenues increased 9% year over year to $240 million, or 7.8% excluding Kurt Geiger, due to strong growth in the branded business, partially offset by a decline in private label. This beat our estimated mark of $235.3 million. Wholesale accessories/apparel revenues increased 19.2% year over year to $167.5 million, or 17.5% excluding Kurt Geiger, also due to sustained momentum in the branded business, partially offset by a decline in private label. The figure…Read full document

Steven Madden, Ltd. SHOO reported second-quarter 2026 results, with both top and bottom lines surpassing the Zacks Consensus Estimate. Revenues increased year over year.The Steve Madden brand was the quarter’s key growth engine. Women’s footwear benefited from demand for dress shoes and casual styles. Men’s footwear performed well, particularly loafers, while handbags returned to strong growth on strength in totes, hobos and crossbody products. Global online searches for the Steve Madden brand increased 71% during the quarter.Management highlighted strong consumer response to its trend-right assortments, continued momentum in direct-to-consumer (DTC) and wholesale channels, and solid performance from Kurt Geiger and Dolce Vita.The company raised its fiscal 2026 revenues and adjusted earnings per share (EPS) guidance, reflecting confidence in the momentum across its brands and stronger-than-expected second-quarter performance. Investors responded positively, sending SHOO shares up 10.2% yesterday. Steven Madden, Ltd. price-consensus-eps-surprise-chart | Steven Madden, Ltd. Quote SHOO posted adjusted earnings of 44 cents per share, which beat the Zacks Consensus Estimate of 33 cents per share. The bottom line more than doubled from adjusted earnings of 20 cents reported in the prior-year quarter.Total revenues increased 19.1% year over year to $665.9 million from $559 million, surpassing the Zacks Consensus Estimate of $634 million. Excluding Kurt Geiger, consolidated revenues increased 11.2% year over year. Wholesale revenues increased 13% year over year to $407.5 million, surpassing our estimated mark of $388 million. Excluding Kurt Geiger, wholesale revenues increased 11.5%. Adjusted gross margin in the segment expanded to 35.2% from 30.9% in the prior-year period, driven by higher average selling prices, a smaller negative impact from tariffs and a lower penetration of private label.Wholesale footwear revenues increased 9% year over year to $240 million, or 7.8% excluding Kurt Geiger, due to strong growth in the branded business, partially offset by a decline in private label. This beat our estimated mark of $235.3 million. Wholesale accessories/apparel revenues increased 19.2% year over year to $167.5 million, or 17.5% excluding Kurt Geiger, also due to sustained momentum in the branded business, partially offset by a decline in private label. The figure exceeded our consensus mark of $152.7 million.DTC revenues increased 30.6% year over year to $255.4 million, surpassing our estimated mark of $235.2 million. Excluding Kurt Geiger, DTC sales grew 11.1%, supported by double-digit gains across both brick-and-mortar stores and e-commerce. The Steve Madden brand continued to perform well, with U.S. comparable sales rising 17%, while global comparable sales increased 9%. Adjusted gross margin in the DTC business expanded to 64% from 61.3% a year ago, benefiting from higher average selling prices, lower promotional activity and a smaller tariff headwind. Management also noted that DTC momentum has continued into the third quarter.Licensing royalty income totaled $3 million, up modestly from $2.9 million in the prior-year quarter. This also beat our estimated mark of $2.9 million. International comparable sales increased 1%, while excluding the GCC business, comparable sales rose 4%. The company ended the second quarter with 382 company-operated stores, including 92 outlets, along with eight e-commerce websites and 164 international concessions. During the quarter, the company also opened two full-price Kurt Geiger stores in the United States, bringing its total U.S. full-price Kurt Geiger store count to seven, with existing stores delivering a 12% comparable sales increase. Adjusted gross profit increased 32.2% year over year to $309.7 million, beating our estimate of $278.2 million. Adjusted gross margin expanded 460 basis points to 46.5%, reflecting stronger profitability across both the wholesale and direct-to-consumer businesses. Adjusted operating expenses increased 25.3% year over year to $265.1 million, which surpassed our estimate of $243.4 million. As a percentage of revenues, adjusted operating expenses increased to 39.8% from 37.9% in the year-ago quarter, primarily due to the inclusion of a full quarter of Kurt Geiger and higher incentive compensation.Adjusted income from operations nearly doubled to $44.5 million from $22.6 million in the prior-year quarter. Adjusted operating margin expanded 270 basis points year over year to 6.7%. As of June 30, 2026, Steven Madden had cash and cash equivalents of $94.7 million and total debt of $124.8 million, resulting in net debt of $30.1 million. Inventories declined 13.7% year over year to $377.2 million, primarily reflecting a 30% reduction in inventory at the Kurt Geiger business. During the second quarter, the company received $92.1 million in tariff-related refunds, including $3.1 million in interest, and used the proceeds to reduce outstanding debt.Capital expenditures totaled $8.5 million during the quarter. The company did not repurchase any shares in the open market but spent approximately $1 million to acquire shares through the net settlement of employee stock awards. Steven Madden's board also declared a quarterly cash dividend of 21 cents per share, payable on Sept. 24, 2026, to shareholders of record as of Sept. 11, 2026. Steven Madden raised its fiscal 2026 revenue guidance and expects revenues to increase 11-13% from the fiscal 2025 reported level, up from its previous expectation of 10-12% growth. The company also raised its adjusted EPS guidance to $2.05-$2.15 from the prior stated $2-$2.10, while reaffirming the EPS guidance of $2.55-$2.65.Management expects the Steve Madden brand to deliver high-single-digit revenue growth, Kurt Geiger to generate mid-teens pro forma revenue growth and Dolce Vita to post high-single-digit to low-double-digit revenue growth in fiscal 2026. Excluding Kurt Geiger, DTC revenues are projected to grow at a high-single-digit rate, while wholesale revenues are expected to increase at a low-single-digit pace. Including Kurt Geiger, management expects DTC revenues to grow in the low- to mid-20% range and wholesale revenues to increase at a mid-single-digit rate. Private-label revenues are still expected to decline in the mid- to high-teens range, whereas the branded wholesale business is anticipated to grow at a high-single-digit rate.The company expects gross margin to improve on a year-over-year basis in each of the remaining quarters of fiscal 2026, although the pace of expansion is likely to moderate as it laps the Kurt Geiger acquisition and prior pricing actions. Management expects pressure from higher freight and supplier costs stemming from the prolonged Middle East conflict, including an additional 6 cents per share headwind in the second half related to freight. SG&A expenses are projected to be approximately 38.3% of revenues for fiscal 2026, reflecting increased investments in brand marketing. Management expects a more typical seasonal cadence in the second half, with the third quarter contributing more to second-half revenues and earnings than the fourth quarter, unlike the unusual pattern seen in fiscal 2025. SHOO Stock Past 3-Month Performance Image Source: Zacks Investment Research Over the past three months, shares of this Zacks Rank #3 (Hold) company have gained 28.2% compared with the industry’s 0.4% growth. Genesco Inc. GCO is a Nashville-based specialty retailer and branded company. It sells footwear and accessories through retail stores. The company flaunts a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.The Zacks Consensus Estimate for Genesco’s current fiscal-year earnings indicates growth of 55.2% from the year-ago actuals. GCO delivered a trailing four-quarter average earnings surprise of 3.8%.Tilly's, Inc. TLYS is a specialty retailer in the action sports industry selling clothing, shoes and accessories. The company also sports a Zacks Rank #1 at present. The Zacks Consensus Estimate for Tilly's current fiscal-year sales indicates growth of 4.9% from the year-ago actuals. TLYS delivered a trailing four-quarter average earnings surprise of 155.3%. Designer Brands Inc. DBI designs, produces and retails footwear and accessories. It offers shoes, boots, sandals, sneakers, socks, handbags and accessories. It currently carries a Zacks Rank #2 (Buy).The Zacks Consensus Estimate for Designer Brands’ current fiscal-year earnings and sales suggests growth of 137.5% and 0.5%, respectively, from the year-ago actuals. DBI delivered a trailing four-quarter average earnings surprise of 112.8%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Steven Madden, Ltd. (SHOO) : Free Stock Analysis Report Genesco Inc. (GCO) : Free Stock Analysis Report Tilly's, Inc. (TLYS) : Free Stock Analysis Report Designer Brands Inc. (DBI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investor releaseQuarter not tagged2026-07-30

BOOT Q1 Earnings Beat on Store Growth & Tariff Refunds, View Up

Zacks
Boot Barn Holdings, Inc. BOOT reported first-quarter fiscal 2027 results, wherein both top and bottom lines surpassed the Zacks Consensus Estimate and increased year over year. The western and workwear retailer benefited from strong new-store productivity, same-store sales growth, robust e-commerce demand and merchandise margin expansion. Management also raised its fiscal 2027 outlook, reflecting confidence in continued execution despite a softer start to the second quarter.The quarterly earnings of $2.29 per share beat the Zacks Consensus Estimate of $1.69 by 35.5% and increased 31.6% from $1.74 reported in the year-ago quarter. Net sales rose 17.7% year over year to $593.5 million, surpassing the Zacks Consensus Estimate of $582 million by 2%. Sales growth was driven by new-store expansion and positive comparable sales across both retail stores and e-commerce. Consolidated same-store sales increased 4.7% during the quarter. Retail store same-store sales rose 3.8%, supported by a 3% increase in average unit retail, while transactions remained approximately flat. E-commerce same-store sales jumped 13.4%, driven by double-digit growth at bootbarn.com, underscoring continued strength in the company's omnichannel strategy.Boot Barn opened 27 new stores during the quarter compared with 14 in the prior-year period, ending the quarter with 566 stores across 49 states. Management continues to expect 70 new store openings in fiscal 2027 and reiterated its long-term opportunity to expand to approximately 1,200 U.S. locations. New locations are projected to generate average annual sales of about $3.2 million, with an investment payback period of less than two years.Across merchandise categories, men's western boots posted mid-single-digit growth, while women's western boots declined at a mid-single-digit rate against difficult prior-year comparisons. Men's and women's apparel increased at a high-single-digit pace, led by double-digit denim growth. Work boots delivered high-single-digit growth, marking the category's fifth consecutive quarter of positive growth, aided by improved merchandising, stronger marketing support and investments in key third-party brands. Boot Barn Holdings, Inc. price-consensus-eps-surprise-chart | Boot Barn Holdings, Inc. Quote Gross profit increased 21.6% to $239.9 million, with the gross margin expanding about 130 basis points to 40.4%. Mer…Read full document

Boot Barn Holdings, Inc. BOOT reported first-quarter fiscal 2027 results, wherein both top and bottom lines surpassed the Zacks Consensus Estimate and increased year over year. The western and workwear retailer benefited from strong new-store productivity, same-store sales growth, robust e-commerce demand and merchandise margin expansion. Management also raised its fiscal 2027 outlook, reflecting confidence in continued execution despite a softer start to the second quarter.The quarterly earnings of $2.29 per share beat the Zacks Consensus Estimate of $1.69 by 35.5% and increased 31.6% from $1.74 reported in the year-ago quarter. Net sales rose 17.7% year over year to $593.5 million, surpassing the Zacks Consensus Estimate of $582 million by 2%. Sales growth was driven by new-store expansion and positive comparable sales across both retail stores and e-commerce. Consolidated same-store sales increased 4.7% during the quarter. Retail store same-store sales rose 3.8%, supported by a 3% increase in average unit retail, while transactions remained approximately flat. E-commerce same-store sales jumped 13.4%, driven by double-digit growth at bootbarn.com, underscoring continued strength in the company's omnichannel strategy.Boot Barn opened 27 new stores during the quarter compared with 14 in the prior-year period, ending the quarter with 566 stores across 49 states. Management continues to expect 70 new store openings in fiscal 2027 and reiterated its long-term opportunity to expand to approximately 1,200 U.S. locations. New locations are projected to generate average annual sales of about $3.2 million, with an investment payback period of less than two years.Across merchandise categories, men's western boots posted mid-single-digit growth, while women's western boots declined at a mid-single-digit rate against difficult prior-year comparisons. Men's and women's apparel increased at a high-single-digit pace, led by double-digit denim growth. Work boots delivered high-single-digit growth, marking the category's fifth consecutive quarter of positive growth, aided by improved merchandising, stronger marketing support and investments in key third-party brands. Boot Barn Holdings, Inc. price-consensus-eps-surprise-chart | Boot Barn Holdings, Inc. Quote Gross profit increased 21.6% to $239.9 million, with the gross margin expanding about 130 basis points to 40.4%. Merchandise margin expanded by 220 basis points, including a 250-basis-point benefit from $14.7 million of tariff refunds and 60 basis points of product-margin expansion. These gains were partly offset by a 90-basis-point freight headwind.SG&A expenses rose 18.1% to $149.4 million and represented 25.2% of sales, up roughly 10 basis points. Operating income climbed 28% to $90.5 million, while the operating margin expanded to 15.3% from 14% in the prior-year quarter. Operating cash flow rose to $83.8 million from $73.9 million a year earlier. Capital expenditures increased to $51.1 million from $31.5 million as the retailer continued investing in its store base and infrastructure. The company expects capital expenditures, net of estimated landlord-tenant allowances, between $125 million and $130 million for fiscal 2027.BOOT ended the quarter with $139.3 million in cash and no borrowings under its revolving credit facility. The company repurchased more than 158,451 shares for $25 million during the quarter. It also doubled its revolving credit capacity to $500 million and extended the facility’s maturity to 2031. Backed by its better-than-expected first-quarter performance, Boot Barn raised its fiscal 2027 outlook. Management now expects earnings in the range of $8.80-$9.23 per share, up from the previous guidance of $8.21-$8.64, including an estimated 46-cent benefit from tariff refunds. Total sales are projected to be between $2.580 billion and $2.625 billion, while consolidated same-store sales are expected to increase 2-4% for the year, with retail store same-store sales growth of 1-3% and e-commerce same-store sales growth of 11-13%. The company had earlier total sales in the band of $2.578-$2.623 billion.The merchandise margin rate is now expected to reach approximately 52.2% of sales, up 130 basis points year over year. The expansion includes 70 basis points from tariff refunds, 50 basis points from product-margin improvement and 10 basis points from lower freight costs. BOOT forecasts gross profit between $993 million and $1,016 million, or approximately 38.5% to 38.7% of sales.For the second quarter, Boot Barn expects net sales of $572-$582 million, suggesting year-over-year growth of 13-15%. Consolidated same-store sales are projected to range from flat to up 2%, with retail store same-store sales between down 1% and up 1% and e-commerce same-store sales growth of 10% to 12%. Management expects earnings in the range of $1.55-$1.65 per share, including an estimated 6-cent benefit from tariff refunds.Boot Barn expects second-quarter merchandise margin between $297 million and $302 million, or approximately 51.8% of sales, up 140 basis points year over year. The outlook includes an estimated $2.4 million benefit from tariff refunds. Gross profit is projected in the range of $208-$213 million, implying about 36.3%-36.6% of sales.Management noted that consolidated same-store sales were approximately flat during the first four weeks of the second quarter. The moderation reflected fewer Western lifestyle stadium events and concerts, along with temporary traffic disruptions tied to World Cup broadcasts. Despite the softer July performance, management said the consumer remained healthy, reaffirmed confidence in its outlook for the balance of the year and maintained that Boot Barn was well positioned to deliver another year of profitable growth.Shares of this Zacks Rank #3 (Hold) company have fallen 12% over the past three months against the industry’s rise of 4.5%. Genesco Inc. GCO, a retailer and wholesaler of footwear, apparel, and accessories, flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.The Zacks Consensus Estimate for Genesco’s current fiscal-year earnings indicates growth of 55.2% from the year-ago actuals. GCO delivered a trailing four-quarter average earnings surprise of 3.8%.Designer Brands Inc. DBI, one of the world's largest designers, producers, and retailers of footwear and accessories, currently carries a Zacks Rank #2 (Buy).The Zacks Consensus Estimate for Canada Goose’s current fiscal-year sales and earnings calls for growth of 0.5% and 137.5%, respectively, from the year-ago actuals. DBI delivered a trailing four-quarter average earnings surprise of 112.8%.Deckers Outdoor Corporation DECK, a global leader in designing, marketing, and distributing innovative footwear, apparel and accessories, currently carries a Zacks Rank #2.The Zacks Consensus Estimate for Deckers’ current fiscal-year sales and earnings calls for growth of 7.9% and 6.7%, respectively, from the year-ago actuals. DECK delivered a trailing four-quarter average earnings surprise of 15.2%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Boot Barn Holdings, Inc. (BOOT) : Free Stock Analysis Report Deckers Outdoor Corporation (DECK) : Free Stock Analysis Report Genesco Inc. (GCO) : Free Stock Analysis Report Designer Brands Inc. (DBI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

As of 2026-08-22 • Updated weeklySource: Earnings sourceIngestion runbook