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Recent Earnings

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Earnings Feed

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.

Five Below, Inc.

FIVE

Consumer

1w

Operational Excellence and Supply Chain Agility in a Volatile Tariff Environment

The company is actively managing supply chain and sourcing strategies to mitigate tariff impacts and accelerate receipts.
Management highlighted the importance of agility, diversification, and global sourcing to navigate tariff volatility.
Physical inventory counts and shrink management are ongoing to improve inventory accuracy and reduce losses.
The company is leveraging its vendor relationships and flexible sourcing to adapt to changing trade conditions.
Operational improvements, including labor efficiency and inventory flow, are supporting sales and margin stability.

Kohl's Corporation

KSS

Consumer

2w

Rebalancing Proprietary Brands to Drive Growth and Customer Loyalty

Kohl's has significantly increased its focus on proprietary brands, with a 500 basis point improvement in sales from Q1 to Q2.
The company is actively reinvesting in proprietary brands like Sonoma, Lauren Conrad, and FLX, which are key to its value proposition.
Recent launches of new home brands Mariana, Hotelier, and Mingle & Co. have received strong initial responses, boosting bedding and bath categories.
Expansion of FLX into the kids category in Q3 is expected to further enhance proprietary brand performance and relevance.
The company is adopting a thoughtful, customer-driven approach to proprietary brand assortment, emphasizing depth in essentials and fashion.
Proprietary brands' higher margin contribution is expected to accelerate as the company increases penetration, positively impacting gross margins.

CarParts.com, Inc.

PRTS

Consumer

4w

Near-term Focus on Margin Preservation and Cost Discipline

Management is committed to protecting gross margins and reducing operating expenses.
Near-term priorities include managing tariffs, pricing volatility, and inventory levels.
Discipline in marketing spend and cost structure is emphasized to improve profitability.
Investments in AI and automation are expected to enhance operational efficiency.
The company aims to deliver sustainable earnings growth through disciplined execution.