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Savers Value (SVV) Surges 5.9%: Is This an Indication of Further Gains?
ZACKS· 2025-09-25 11:26
Savers Value Village (SVV) shares ended the last trading session 5.9% higher at $13.2. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 8.9% gain over the past four weeks.SVV shares have been gaining on the optimism surrounding consistent momentum in its U.S. operations, supported by higher transactions and larger basket sizes. The retailer’s disciplined execution, sharp price-value proposition, and compelling assor ...
Micron Technology, Cintas And 3 Stocks To Watch Heading Into Wednesday - KB Home (NYSE:KBH)
Benzinga· 2025-09-24 04:36
With U.S. stock futures trading mixed this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Cintas Corp. CTAS to report quarterly earnings at $1.19 per share on revenue of $2.70 million before the opening bell, according to data from Benzinga Pro. Cintas shares gained 1.2% to $203.00 in after-hours trading.Micron Technology Inc. MU reported better-than-expected fourth-quarter financial results for fiscal 2025 and issued a strong revenue forecast ...
lululemon Trades Near 52-Week Low: Buy Opportunity or Time to Sell?
ZACKS· 2025-09-22 17:26
Key Takeaways lululemon stock hit a 52-week low after weak second-quarter results and reduced fiscal 2025 guidance.Management flagged tariff costs and U.S. softness as key headwinds to margin and sales pressure.Earnings estimates fell as LULU trades at a premium valuation despite mounting headwinds.lululemon athletica inc. (LULU) has exhibited a consistent downtrend in recent months. The company lost momentum as a weak second quarter and a slashed fiscal 2025 guidance rattled investor sentiment. Management’ ...
Ralph Lauren (RL) Is Up 1.00% in One Week: What You Should Know
ZACKS· 2025-09-19 17:02
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...
4 Textile - Apparel Stocks in Focus Amid Consumer Caution & Cost Woes
ZACKS· 2025-09-18 15:41
The Zacks Textile – Apparel industry continues to face a challenging environment, with persistent inflation, supply-chain disruptions and high SG&A expenses weighing on profitability. Rising input and labor costs, along with ongoing freight and tariff volatility, have added further pressure, keeping margins under strain in an already cautious consumer landscape.Despite these headwinds, leading players such as Ralph Lauren Corporation (RL) , PVH Corp. (PVH) , Hanesbrands Inc. (HBI) and Guess?, Inc. (GES) are ...
Has Guess (GES) Outpaced Other Consumer Discretionary Stocks This Year?
ZACKS· 2025-09-18 14:41
The Consumer Discretionary group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Guess (GES) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Guess is a member of our Consumer Discretionary group, which includes 254 different companies and currently sits at #9 in the Zacks Sec ...
Is the Options Market Predicting a Spike in Savers Value Stock?
ZACKS· 2025-09-17 14:25
Investors in Savers Value Village, Inc. (SVV) need to pay close attention to the stock based on moves in the options market lately. That is because the Oct 17, 2025 $5.00 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It cou ...
Oxford Industries (OXM) Surpasses Q2 Earnings Estimates
ZACKS· 2025-09-10 22:26
核心财务表现 - 季度每股收益1.26美元 超出Zacks共识预期1.21美元 同比去年2.77美元下降54.5% [1] - 营收4.031亿美元 低于共识预期1.11% 同比去年4.199亿美元下降4.0% [3] - 实现4.13%的盈利惊喜 过去四个季度两次超越EPS预期 两次超越营收预期 [2][3] 股价表现与市场对比 - 年初至今股价下跌48.3% 同期标普500指数上涨10.7% [4] - 当前Zacks评级为3级(持有) 预计近期表现与市场持平 [7] - 行业排名处于Zacks 250多个行业中后24%分位 [9] 未来业绩指引 - 下季度共识预期营收3.132亿美元 EPS亏损0.68美元 [8] - 本财年共识预期营收15.1亿美元 EPS为2.95美元 [8] - 盈利预期修订趋势呈现混合状态 需关注管理层业绩电话会指引 [5][7] 同业比较 - 同业公司Vail Resorts预计季度每股亏损4.80美元 同比恶化2.8% [10] - Vail Resorts预计营收2.687亿美元 同比增长1.3% [11] - 两家公司同属Zacks非必需消费品板块 [10]
Vince Holding Corp. (VNCE) Beats Q2 Earnings and Revenue Estimates
ZACKS· 2025-09-10 22:16
Vince Holding Corp. (VNCE) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of a loss of $0.08 per share. This compares to earnings of $0.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +575.00%. A quarter ago, it was expected that this company would post a loss of $0.48 per share when it actually produced a loss of $0.37, delivering a surprise of +22.92%.Over the last four quarters, ...
lululemon Q2 Earnings Beat Estimates, Stock Tumbles on Downbeat View
ZACKS· 2025-09-05 17:51
核心财务表现 - 第二季度每股收益3.1美元 同比下降1.6% 但超出市场预期2.53美元[2] - 季度营收25亿美元 同比增长7% 但低于市场预期28.4亿美元[4] - 经营利润5.238亿美元 同比下降3% 经营利润率20.7% 收缩210个基点[13] 区域业绩表现 - 美洲地区营收同比增长1% 其中美国市场持平 加拿大增长1%[8] - 国际市场营收增长22% 中国大陆增长25% 其他地区增长19%[4] - 可比销售额整体增长1% 美洲下降4% 国际增长15%[5] 毛利率压力 - 毛利率58.5% 同比下降110个基点[10] - 产品利润率下降80个基点 主要受降价促销增加60个基点和关税影响[10] - 固定成本去杠杆化带来40个基点压力 部分被外汇收益10个基点抵消[10] 运营支出管理 - 销售及行政费用9.517亿美元 同比增长9.1% 费用率37.7% 上升90个基点[12] - 费用率表现优于公司指引的170-190个基点增幅 主要得益于股权激励应计转回[12] 门店拓展计划 - 第二季度净新增14家门店 完成6家门店优化 截至8月3日共运营784家门店[14] - 2025财年计划净新增40-45家门店 其中美洲15家(近半在墨西哥) 国际主要在中国[16] - 预计总平方英尺增长低双位数[16] 财务状况 - 期末现金及等价物16亿美元 循环信贷额度3.932亿美元未使用 股东权益44亿美元[17] - 库存17亿美元 同比增长21% 库存数量增长13%[17] - 第二季度资本支出1.78亿美元[17] 业绩指引下调 - 2025财年营收指引下调至108.5-110亿美元 原为111.5-113亿美元 增长率从5-7%降至2-4%[21] - 每股收益指引下调至12.77-12.97美元 原为14.95-14.78美元[28] - 经营利润率预计收缩390个基点[28] 关税影响分析 - 关税和最低免税额取消预计对2025财年毛利率产生220个基点影响(约2.4亿美元)[25] - 其中170个基点直接来自最低免税额取消[25] - 第三季度关税和免税额取消预计影响230个基点[30] 第三季度展望 - 预计营收24.7-25亿美元 同比增长3-4%[29] - 毛利率预计下降410个基点 其中关税相关影响230个基点[30] - 每股收益预计2.18-2.23美元 低于去年同期的2.87美元[32]