公司业绩表现 - 第二财季总营收为65.9亿美元，同比下降6% [5] - 零售二手车销量下降5.4%，同店二手车销量下降6.3% [5] - 平均零售售价下滑约1%至26,000美元 [5] - 每股收益为0.64美元，低于去年同期的0.85美元 [6] - 批发车辆销量下降2.2% [5] 盈利能力与成本控制 - 单车零售毛利为2,216美元，单车批发毛利为993美元，与去年同期基本持平 [6] - 销售、一般及行政费用小幅下降至6.01亿美元 [6] - 公司计划在未来18个月内额外削减至少1.5亿美元的SG&A费用 [7] 汽车金融业务 - CarMax Auto Finance收入下降11%至1.03亿美元 [9] - 贷款损失拨备增至1.42亿美元，高于去年同期的1.13亿美元 [9] - 截至季度末，投资持有的汽车贷款损失准备金率略高于3%，高于5月31日的2.8% [9] - 2022和2023年款的贷款损失预期增加，但管理层表示这些贷款仍具盈利性 [9] 管理层行动与战略 - 管理层在当季回购了1.8亿美元的股票，显示对业务的长期信心 [10] - 公司强调将保持定价纪律和全渠道体验，同时削减成本 [8] - 管理层对长期战略和盈利模式保持信心 [7] 市场反应与估值 - 股价单日下跌超过20%，创下52周新低 [2][13] - 市场反应反映了对汽车金融业务信贷趋势和消费者需求可持续性的担忧 [2] - 股价下跌后，风险回报状况看起来更为平衡 [3] 长期前景与核心优势 - 尽管销量下降，但单车利润率保持稳定，显示定价纪律和采购渠道依然稳健 [12] - 数字化能力持续支持全渠道模式，本季度80%的零售销量使用了数字工具 [12] - 公司作为规模化行业领导者，拥有稳定的单车盈利能力 [14] - 随着销量稳定和信贷状况正常化，公司具备盈利恢复的潜力 [12][13]

All 3 stocks look intriguing at these prices.The stock market continues to roar higher, for the most part, but not all stocks are trading at record highs. In fact, we have had a few stocks take a nice-sized dip of late, and I believe these represent buying opportunities.As such, in today's video I am going to discuss three stocks I recently bought the dip on and added to my portfolio. One of those stocks I bought was Intuit (INTU 0.92%), which took a sizable dip after its latest earnings report, something I ...

It certainly has been an interesting few years for the cruise industry.When the pandemic disrupted life as we know it in 2020, cruise line stocks were some of the hardest hit in the entire stock market. And it certainly made sense. Cruise ships weren't operating for a year or more in many cases, and even after cruising resumed, it was a while before ships were sailing at full capacity.In the meantime, the major cruise lines had to take on added debt. Maintaining a fleet of billion-dollar ships is expensive, ...

The company is well prepared for growth in any environment.There's no shortage of news in the AI sector these days, but investors looking for a long-term AI stock to buy and hold shouldn't be so swayed by the daily headlines.Instead, you'll want to find a company with an enduring business model, strong competitive advantage, and a clear path to long-term growth on the top and bottom lines. One stock that fits all three of those categories is Arm Holdings (ARM -0.70%), which is best known for licensing its C ...

The company continues to improve its pipeline.The GLP-1 market has grabbed considerable attention in the past couple of years, and there's little doubt as to which pharmaceutical companies dominate this space. Eli Lilly is currently the leader, followed closely by Novo Nordisk.However, other giants in the industry have been attempting to enter the field, and Pfizer (PFE 0.64%) is among them. Although the company has encountered some setbacks in this quest, it hasn't given up, as evidenced by a recent $5 bil ...

Investors can build wealth with these top brands.Patiently holding shares of competitively positioned companies is the path to a happy retirement. The stock market is full of innovative businesses that have substantial opportunities to expand and help you grow your money.To assist you in putting together an unstoppable investment portfolio, three Fool.com contributors recently selected quality stocks to consider buying right now. Here's why they selected Shopify (SHOP -2.25%), RH (RH -4.17%), and Carnival ( ...

Heineken's push into Latin America is a strategic move.Heineken (HEINY) is a quality beer, but -- over the past decade at least -- it's been a mediocre investment. The share price of the Dutch brewing giant, one of largest beer conglomerates on the planet, today sits right about where it was in June 2015.Could that be about to change?A major acquisitionThis week the company surprised the beer world with an announcement that it plans to bolster its presence in Latin America with a $3.2 billion acquisition of ...

Financial statement analysis reveals a unique situation for Carnival Cruise stock investors.Carnival Cruise (CCL 0.57%) stockholders have an interesting opportunity to witness the company improve its profitability and balance sheet.*Stock prices used were the afternoon prices of Sept. 22, 2025. The video was published on Sept. 24, 2025. ...

Parkev Tatevosian, CFA has positions in The Trade Desk. The Motley Fool has positions in and recommends The Trade Desk. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

BigBear.ai has taken investors on a wild ride.BigBear.ai (BBAI -5.81%) has become popular among investors looking for artificial intelligence (AI) stocks with high growth potential. With a $2.5 billion market cap (as of Sept. 19), this AI data analytics company is still on the smaller side, comparatively speaking. And while it's volatile, it has done very well over the last year, with returns of 334%.When companies grow rapidly, they sometimes carry out stock splits to keep their share prices from getting t ...