Dafinchi AI

FIVE

Consumer

Adjusted gross profit grew 26% to $343.3 million with gross margin expanding 70 basis points to 33.4%.
Adjusted net income rose to $44.8 million from $29.7 million last year, with adjusted EPS up 50% to $0.81.
Adjusted operating income increased nearly 50% to $55.1 million, with operating margin up 90 basis points to 5.4%.
Cash and investments totaled $670 million with no debt outstanding, including a $225 million unused credit line.
Comparable sales rose 12.4%, driven by an 8.7% increase in transactions and a 3.4% increase in average unit retail (AUR).
Inventory increased to approximately $800 million, up 12% per store, reflecting accelerated receipts due to global trade shifts.
Total sales increased 23.7% to $1.027 billion in Q2 2025, surpassing expectations and marking the first $1 billion sales quarter outside Q4.

TPR

Consumer

Adjusted EPS was $5.10 for fiscal 2025, growing 19% versus prior year, exceeding guidance.
Direct-to-consumer business grew 6%, including mid-teens digital revenue growth and low single-digit brick-and-mortar sales increase.
Fourth quarter gross margin was 76.3%, 140 basis points above prior year, driven by AUR growth and operational outperformance.
Fourth quarter revenue grew 8% on a constant currency basis, driven by strong performance in North America, Europe, and China.
Inventory levels were 4% above prior year excluding Stuart Weitzman, with expectations for modest decline in fiscal 2026.
Operating margin reached 20%, with a 210 basis points increase in gross margin year-over-year.
Returned $2.3 billion to shareholders in fiscal 2025, including $2 billion in accelerated share repurchase and $300 million in dividends.
Tapestry delivered $7 billion in revenue for fiscal 2025, with a 5% overall revenue growth and 10% growth at Coach.

AMC

Consumer

AMC ended the quarter with $423.7 million in cash and cash equivalents, excluding $51 million in restricted cash.
AMC reported a 25.6% increase in global attendance in Q2 2025 compared to Q2 2024, welcoming nearly 63 million guests worldwide.
Contribution margin per patron increased by 5.2% to $14.48, approximately 48% higher than pre-pandemic 2019 levels.
Food and beverage revenue per patron reached a record $7.95, and total revenue per patron hit an unprecedented $22.26.
Net cash provided by operating activities surged to $138.4 million, a $173 million improvement from the prior year.
Total revenue grew by 35.6% year-over-year to $1.4 billion, with adjusted EBITDA increasing by 391.4% to $189.2 million.

MOV

Consumer

Adjusted operating profit more than doubled to $7 million from $2.6 million in the prior year quarter.
Cash balance remained strong at $180.5 million with no debt.
Gross margin slightly declined to 54.1% from 54.3% due to tariffs and unfavorable foreign exchange.
International sales grew 6.9% (3.9% constant currency), led by Europe, Latin America, and India.
Inventory increased 15.5% year-over-year, driven by tariff-related stockpiling and foreign currency effects.
Net income rose to $5.3 million or $0.23 per diluted share from $3.5 million or $0.15 per share last year.
Sales increased by 3.1% to $161.8 million in Q2 2026 compared to $157 million last year.
U.S. sales declined 1.6%, impacted by chain jewelry store rebalancing but offset by department store and e-commerce growth.

GCO

Consumer

Adjusted diluted loss per share was $1.14 versus $0.83 loss per share a year ago.
Adjusted operating loss was $14.3 million, worse than last year's $9.3 million loss due to tariffs and marketing investments.
Free cash flow improved to $72 million from $20 million last year, boosted by a U.S. federal tax refund.
Gross margin declined 100 basis points to 45.8%, pressured by Schuh's promotional environment and tariffs impacting Genesco Brands Group.
Inventory increased 11% to support back-to-school demand with better assortment of new and key products.
Journeys posted a 9% comp increase, Johnston & Murphy (J&M) grew comps by 1%, while Schuh comps declined 4%.
SG&A expenses leveraged 20 basis points year-over-year to 48.4% of sales, with significant leverage at Journeys offset by deleverage at Schuh.
Total revenue for Q2 was $546 million, up 4% year-over-year, driven by 4% comparable sales growth.

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