Earnings Feed

Consumer

Adjusted EBITDA increased 8% year-over-year to $303.9 million, reflecting top-line growth and margin improvements.
Comparable club sales excluding gas increased 2.3%, with a 4.7% growth on a 2-year stack.
Digital sales grew 34% year-over-year and 56% on a 2-year stack, driven by BOPIC, same-day delivery, and ExpressPay.
General merchandise and services division comp sales declined 2.2%, impacted by weather and macro factors.
Inventory levels decreased 2% year-over-year overall and 6% per club, with improved in-stock levels by 50 basis points.
Membership fee income grew 9% to $123.3 million, driven by strong acquisition, retention, and a recent fee increase.
Merchandise gross margin rate (excluding gas) improved by 10 basis points due to disciplined cost management.
Net sales grew 3.2% year-over-year to approximately $5.3 billion in Q2 2025.

CPRT

Consumer

GAAP net income increased 22.9% in Q4 to $396.4 million ($0.41 per share) and 13.9% for the year to $1.55 billion ($1.59 per share).
GAAP operating income rose 14.8% in Q4 to $412.6 million and 8% for the full year to $1.7 billion.
Global gross profit rose 12.4% in Q4 to $509.7 million with a margin of 45.3%, and 10.1% for the full year with a 45.2% margin.
Global revenue increased 5.2% to $1.13 billion in Q4 and 9.7% to $4.65 billion for fiscal year 2025.
Global service revenue grew 7% in Q4 and 11.4% for the full year, driven by higher volumes and revenue per unit.
International gross profit surged 47.1% in Q4 and 36.7% for the year, with margins around 34-35%.
Purchased vehicle gross profit increased 53.3% globally in Q4 but U.S. purchased vehicle gross profit declined 14.2% in Q4.
U.S. gross profit increased 8.4% in Q4 and 7% for the year, with a consistent 47.5% gross margin.

TJX

Consumer

TJX reported a 4% increase in comp sales exceeding expectations, demonstrating resilience despite volatile macroeconomic conditions.
Management highlighted broad-based strength across all divisions, including apparel, home, and accessories, indicating diversified demand.
The company maintained strong customer transaction growth at every division, reflecting sustained consumer value perception.
Leadership expressed confidence in market share opportunities and long-term growth despite external uncertainties.