Earnings Feed

DLTR

Consumer

Adjusted EPS was $0.77, exceeding the high end of the company's expectations.
Company repurchased 5 million shares for $501 million in Q2 and an additional 0.6 million shares post-quarter for $71 million.
Free cash flow was $16 million in Q2, a $131 million positive swing year-over-year, with $145 million generated year-to-date.
Gross margin improved by 20 basis points to 34.4%, aided by lower merchandise costs and favorable pricing.
Net sales increased 12.3% to $4.6 billion in Q2 2025, driven by 6.5% comparable store sales growth.
Operating income increased 7.4% to $236 million, though operating margin decreased 20 basis points to 5.2%.
SG&A rate increased by 50 basis points to 26.3% due to higher store payroll, wage increases, and maintenance costs.

ZGN

Consumer

Adjusted EBIT for the group was EUR 69 million with a margin of 7.4%, down 100 basis points from prior year due to higher costs and currency headwinds.
Gross profit was EUR 626 million with a margin of 67.5%, improving by 110 basis points mainly due to better channel mix favoring DTC.
H1 2025 revenues reached EUR 928 million, down 2% organically, driven by a strong 6% organic growth in DTC channel.
Net profit increased 53% to EUR 47.9 million, boosted by higher financial income and foreign exchange gains, with tax rate reduced to 30% from 35%.
Selling, general and administrative costs were EUR 502 million, stable year-over-year but with increased incidence on revenues to 54.1%.
Thom Browne segment EBIT declined sharply to EUR 4 million from EUR 20 million due to wholesale revenue drop and increased DTC costs.
Tom Ford Fashion segment recorded a EUR 19 million adjusted EBIT loss, worsening from EUR 12 million loss last year due to investments in expansion and infrastructure.
Zegna segment adjusted EBIT improved to EUR 94 million with a 14.3% margin, up 150 basis points driven by operating leverage and cost control.

VSCO

Consumer

Adjusted net income per diluted share was $0.33, significantly above the high end of guidance.
Adjusted operating income was $55 million, beating the high end of guidance by $20 million despite tariff headwinds.
Adjusted SG&A rate improved to 31.8%, better than guidance, driven by disciplined expense management and sales leverage.
Beauty segment delivered eighth consecutive quarter of growth with mid-single digit sales increases.
Comparable sales grew 4%, with growth across Victoria's Secret and PINK in both digital and in-store channels.
Gross margin rate improved by 20 basis points year-over-year to 35.6%, exceeding guidance by 60 basis points.
International net sales grew 22% year-over-year to $228 million, with strong retail comps and new store openings.
Net sales increased 3% year-over-year to $1.459 billion, despite a $20 million impact from a digital outage in May.

JBSS

Consumer

The company experienced a 3.4% increase in the weighted average cost per pound of raw nuts and dried fruit, primarily due to higher commodity acquisition costs for all major tree nuts.
Inventory on hand increased by 29.5% to $58 million, as the company stockpiled raw materials in anticipation of seasonal demand and rising costs.
Despite higher costs, the company managed to offset some impact through manufacturing efficiencies and strategic sourcing, maintaining gross profit margins at 18.1%.
Management highlighted ongoing efforts to mitigate commodity price pressures through innovation, cost savings, and retail partner collaborations.