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European Wax Center, Inc.

EWCZ

Consumer

4w

Market Region Performance and Focused Regional Strategies

California remains a challenging region, but focus is being placed on improving performance through targeted franchise support.
Texas, Florida, and New York are showing signs of improvement, indicating regional variability in performance.
Data analytics are being used to identify guest routines and tailor engagement strategies regionally.
The company is committed to addressing regional challenges with strong franchise partnerships and focused marketing efforts.

Mission Produce, Inc.

AVO

Consumer

2d

Strategic International Sourcing and Market Diversification

Mission's global sourcing strategy was on full display this quarter, with optimized sourcing mix across Peru, Mexico, and other countries.
The company leveraged improved Peruvian production and Mexican supply to support year-round avocado sourcing and category growth.
European sales increased by 37% in Q3, driven by enhanced customer penetration and facility utilization in the UK.
Investments in international markets, including Europe and Asia, are aimed at supporting demand and expanding market share.
The company’s focus on strategic sourcing and international diversification creates greater financial consistency and resilience.
Future plans include expanding in Europe through potential inorganic growth and strengthening Asian partnerships.

La-Z-Boy Incorporated

LZB

Consumer

3w

Financial Performance Summary

Adjusted operating margin was 4.8%, down due to retail margin compression from fixed cost de-leverage and new store investments.
Consolidated sales for Q1 2026 were $492 million, down 1% year-over-year.
GAAP diluted EPS was $0.44; adjusted EPS was $0.47.
Joybird sales declined 20%, with stronger performance in physical stores than online.
Operating cash flow was strong at $36 million; cash balance stood at $319 million with no external debt.
Retail adjusted operating margin declined to 6.3% from 10.3% due to same-store sales de-leverage and new store investments.
Retail segment delivered sales increased 2%, driven by new and acquired stores.
Wholesale segment sales grew 1%, led by core North American La-Z-Boy Wholesale business.

Ermenegildo Zegna N.V.

ZGN

Consumer

5d

Strategic Expansion of Zegna in the U.S. Market

Zegna announced the opening of a new store in Miami Design District, marking a key step in its U.S. expansion strategy.
The company also opened a permanent by-appointment store in Shanghai's Plaza 66, emphasizing personalized luxury experiences.
These new stores aim to strengthen Zegna’s presence in high-growth markets and cater to exclusive clientele.
Management highlighted the importance of these openings in supporting long-term growth and brand positioning in key regions.

Advance Auto Parts, Inc.

AAP

Consumer

3w

Return to Profitability and Store Footprint Optimization

Advance Auto Parts achieved a significant milestone by returning to profitability in Q2 2025, supported by store footprint optimization and strategic initiatives.
The company has completed the closure or conversion of 9 distribution centers in the U.S. year-to-date, with a target of 12 closures by year-end.
Management emphasized that store infrastructure upgrades, including HVAC, roofing, and signage, are part of a multiyear plan to improve customer and employee experience.
The store refresh CapEx has increased threefold compared to 2024, with over 1,000 stores upgraded so far, aiming for a better in-store experience.
These operational improvements are designed to reinforce the company's turnaround and long-term growth strategy.

TPR

Consumer

3w

Long-term Outlook and Growth Drivers Amid External Challenges

Management expressed confidence in the company's ability to navigate external uncertainties and macroeconomic challenges.
Guidance for fiscal 2026 includes mid-single-digit revenue growth and high single-digit growth at Coach, despite tariff headwinds.
The company plans to expand store footprint, especially in North America, to cater to younger consumers who prefer in-person shopping.
Strong fundamentals, brand momentum, and structural advantages underpin the optimistic long-term growth outlook.

The Home Depot, Inc.

HD

Consumer

3w

Market share gains driven by innovation and customer experience enhancements

Home Depot reported record battery-powered tool sales and strong performance in storage and appliance categories.
Investments in faster delivery, search functionality, and loyalty programs are driving increased customer engagement.
The company’s focus on innovation in product offerings and service delivery is translating into market share gains.
Holiday and seasonal product lines, like Halloween, are expected to further boost traffic and sales.