Dafinchi AI

GIII

Consumer

GAAP earnings per diluted share were $0.25, above the top end of guidance but down from $0.52 last year.
Gross margin percentage declined to 40.8% from 42.8% last year, impacted by higher tariff costs and unfavorable product mix.
Inventory increased 5% to $640 million, reflecting accelerated receipts due to tariffs.
Net cash position improved to $286 million from net neutral last year after $25 million share repurchases.
Net sales for Q2 fiscal 2026 were $613 million, ahead of guidance but down from $645 million last year due to exit from Calvin Klein licenses.
Non-GAAP net income was $11 million, down from $24 million last year, primarily due to lower sales and tariff costs.
Non-GAAP SG&A expenses decreased slightly to $226 million from $229 million, driven by lower compensation and advertising costs.
Wholesale segment sales were $590 million, down from $620 million; Retail segment sales grew to $41 million from $37 million.

AVO

Consumer

Adjusted EBITDA increased 3% to $32.6 million, driven by higher avocado production in International Farming.
Adjusted net income grew to $18.2 million or $0.26 per diluted share from $16.7 million or $0.23 last year.
Blueberries segment sales increased to $4.5 million from $1.6 million, with adjusted EBITDA improving accordingly.
Gross profit increased 22% to $45.1 million, with gross margin rising 120 basis points to 12.6%.
International Farming segment gross sales surged 79% to $49 million, with adjusted EBITDA up 163% to $12.1 million.
Marketing & Distribution segment net sales rose 7% to $344.1 million, with adjusted EBITDA declining due to margin normalization.
Record third quarter revenue of $357.7 million, up 10% year-over-year.
SG&A expenses increased 19% due to higher employee-related costs and profit sharing tied to improved segment performance.

CRMT

Consumer

Delinquencies over 30 days rose 30 basis points to 3.8%, but have since normalized.
Gross margin expanded to 36.6%, a 160 basis point increase from the prior year quarter.
Interest income increased by 7.5%, supported by a larger portfolio and higher collections.
Net charge-offs increased slightly to 6.6% of average finance receivables from 6.4% last year.
SG&A expenses increased 10.1% to $51.4 million, driven by payroll growth and technology investments.
Total collections rose 6.2% to $183.6 million, with average collections per active customer increasing to $585 from $562.
Total revenue for Q1 FY2026 was $341.3 million, down 1.9% year-over-year due to fewer retail units sold.
Unit sales declined 5.7% to 13,568 units due to inventory constraints and higher procurement costs.

PVH

Consumer

Americas revenue grew 11%, driven by double-digit wholesale growth and flat D2C revenue.
Asia Pacific revenue declined 3% in constant currency but showed significant sequential improvement.
Direct-to-consumer (D2C) revenue was flat in constant currency but showed sequential improvement from Q1.
Earnings per share (EPS) was $2.52, impacted negatively by tariffs and positively by currency exchange.
EBIT for the quarter was $178 million, with an operating margin of 8.2%.
Gross margin was 57.7%, down 240 basis points from last year but better than planned due to delayed tariff impacts.
Inventory increased 13% year-over-year, reflecting planned investments in core product categories and sales support.
Reported revenue grew 4% year-over-year, with 1% growth on a constant currency basis.

Consumer

Adjusted diluted earnings per share were $4.68, slightly up from $4.67 last year.
Comp sales increased 1% overall, with U.S. comps up 1.4%.
Diluted earnings per share were $4.58, slightly down from $4.60 last year.
Gross margin was 33.4%, flat compared to 2024.
Operating expenses increased by 65 basis points to 18.9% of sales.
Operating margin was 14.5%, down from 15.1% in 2024; adjusted operating margin was 14.8%.
Return on invested capital was 27.2%, down from 31.9% in 2024.
Second quarter sales were $45.3 billion, up 4.9% year-over-year.

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