Shares of CarMax Inc (NYSE:KMX) were last seen in a 22.2% hole, trading at $44.37 after missing fiscal second-quarter expectations, reporting earnings of $0.64 on revenue of $6.59 billion. The company saw declines across the board, most notably in its wholesale and used vehicle segments. Wedbush downgraded KMX from "outperform" to "neutral" in response, and slashed its price target to $54 from $84.The equity has had a rough go of late, on track to extend its losing streak to five sessions and mark one of it ...

韦德布什在周四的报告中表示，KMX第二季度的表现不佳加剧了投资者对其维持市场领导地位和推动 进一步增长能力的担忧。将该公司的股票评级从"跑赢大盘"下调至"中性"，并将目标价从84美元降至54 美元。 智通财经APP获悉，周四，车美仕(KMX.US)暴跌超22%，创5年新低，报44.37美元。消息面上，该公司 公布的2026财年第二季度每股稀释后净收益为0.64美元，低于一年前的0.85美元，FactSet调查的分析师 预期为1.01美元。总净销售额和营业收入为65.9亿美元，低于一年前的70.1亿美元，据FactSet调查的分 析师预计为70.1亿美元。 ...

韦德布什在周四的报告中表示，KMX第二季度的表现不佳加剧了投资者对其维持市场领导地位和推动 进一步增长能力的担忧。将该公司的股票评级从"跑赢大盘"下调至"中性"，并将目标价从84美元降至54 美元。 周四，车美仕(KMX.US)暴跌超22%，创5年新低，报44.37美元。消息面上，该公司公布的2026财年第 二季度每股稀释后净收益为0.64美元，低于一年前的0.85美元，FactSet调查的分析师预期为1.01美元。 总净销售额和营业收入为65.9亿美元，低于一年前的70.1亿美元，据FactSet调查的分析师预计为70.1亿 美元。 ...

Shares in CarMax dropped as much as 24% in morning trading. Analysts had projected higher profits and stable sales, but the company missed on both fronts. ...

Stock rally slows down because investors are debating if AI enthusiasm is making tech stocks too expensive. Optimism from the Federal Reserve’s plan to lower interest rates is fading because some policymakers do not agree on cutting rates again this year, as per Yahoo Finance report.US jobless claims drop, GDP surges218,000 Americans filed for unemployment in the week ending Sept. 20, down from 232,000 previously; continuing claims also slightly fell to 1.92 million, as per the US Department of Labor. US I ...

CarMax (KMX) reported $6.59 billion in revenue for the quarter ended August 2025, representing a year-over-year decline of 6%. EPS of $0.64 for the same period compares to $0.85 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $7.05 billion, representing a surprise of -6.52%. The company delivered an EPS surprise of -37.86%, with the consensus EPS estimate being $1.03.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expec ...

CarMax (NYSE:KMX) Q2 2026 Earnings Call September 25, 2025 09:00 AM ET Company ParticipantsEnrique Mayor-Mora - EVP and CFOBill Nash - President and CEODavid Lowenstein - VP of Investor RelationsJon Daniels - EVP of CarMax Auto FinanceConference Call ParticipantsDavid Bellinger - Senior AnalystDavid Whiston - Senior Equity AnalystRajat Gupta - AnalystJeff Lick - Senior Equity AnalystJosh Young - AnalystMichael Montani - Research AnalystChris Bottiglieri - AnalystSharon Zackfia - AnalystChris Pierce - Senior ...

CarMax (NYSE:KMX) Q2 2026 Earnings Call September 25, 2025 09:00 AM ET Company ParticipantsDavid Lowenstein - VP - IRBill Nash - President, CEO & DirectorJon Daniels - EVP - CarMax Auto FinanceEnrique Mayor-Mora - EVP & CFORajat Gupta - Executive Director - AutosSharon Zackfia - Group Head–ConsumerJosh Young - Equity Research Senior AssociateJeff Lick - Managing DirectorMichael Montani - Managing DirectorConference Call ParticipantsBrian Nagel - MD & Senior Analyst - Consumer Growth & eCommerceChris Bottigl ...

CarMax (NYSE:KMX) Q2 2026 Earnings Call September 25, 2025 09:00 AM ET Company ParticipantsEnrique Mayor-Mora - EVP and CFOBill Nash - President and CEODavid Lowenstein - VP of Investor RelationsJon Daniels - EVP of CarMax Auto FinanceConference Call ParticipantsDavid Bellinger - Senior AnalystDavid Whiston - Senior Equity AnalystJeff Lick - Senior Equity AnalystRajat Gupta - AnalystJames Bottiglieri - AnalystMichael Montani - Research AnalystScot Ciccarelli - Senior Equity AnalystSharon Zackfia - AnalystCh ...

CarMax业绩表现 - 公司最新季度业绩远低于预期 每股收益为64美分 远低于市场预期的1.09美元 [2][3] - 季度营收低于66亿美元 未达到市场预期的超过70亿美元 [2][3] - 同店销售额下降6.3% 而市场预期为至少增长1% [3][4] - 公司股价当日下跌约20% 首席执行官称第二季度充满挑战 [1][2][5] CarMax应对措施与行业环境 - 公司宣布在未来18个月内削减1.5亿美元成本的计划 [5] - 面临需求疲软和二手车价格下跌的双重压力 [5] - 公司股价已跌至2020年以来的最低水平 [5][6] 星巴克重组计划 - 公司启动一项价值10亿美元的重组计划 包括裁员和关闭部分职位 [6][7] - 裁员将影响非零售岗位 同时会关闭一些已发布的职位 [7] - 此次裁员是公司今年早些时候已裁员超过1000人基础上的追加措施 [9] 星巴克战略调整 - 作为"回归星巴克"计划的一部分 公司将关闭一些表现不佳的门店以精简运营 [8] - 计划淘汰那些仅专注于移动订购和取货的门店 认为其"过于交易化" [10] - 旨在改善店内消费者体验并重振销售 [8] Lululemon评级下调与股价表现 - Needham将公司评级从买入下调至持有 原因是竞争环境过于严峻 [10][11] - 此次下调紧随Baird之后 显示市场对公司缺乏信心 [11] - 公司股价年内已下跌超过50% 当前评级下调导致股价进一步下跌 [12] Lululemon面临的挑战 - 公司面临比预期更大的关税风险 尽管降低了对中国依赖 但仍暴露于越南等市场 [13] - 公司在库存管理和产品选择方面未能很好地满足消费者需求 [13][14] - 美国运通白金卡将提供300美元的Lululemon消费额度 可能吸引高端客户 [15]