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John B. Sanfilippo & Son, Inc.

JBSS

Consumer

2w

Impact of Commodity Cost Increases on Nut Prices and Inventory

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.

Mission Produce, Inc.

AVO

Consumer

2d

Financial Performance Summary

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.

America's Car-Mart, Inc.

CRMT

Consumer

6d

Impact of Tariffs on Inventory Costs and Capital Planning

Tariffs caused a $500 per unit increase in procurement costs during Q1 2026, adding to last quarter's $300 increase.
Management expects the tariff-related price increases to smooth out but anticipates ongoing pressure on inventory capacity.
The company is actively exploring actions to expand inventory capacity to prevent sales limitations due to rising vehicle prices.
Tariff impacts have led to a temporary constraint on retail volume, influencing overall unit sales and inventory management.
Leadership indicated that the industry is dealing with a 5-6% increase in used car prices relative to the prior year, affecting margins and planning.

Signet Jewelers Limited

SIG

Consumer

1w

Financial Performance Summary

Adjusted operating income grew more than 20% to $85 million, with adjusted EPS of $1.61, 29% above last year.
Free cash flow improved by nearly $50 million over prior year to more than $60 million for the quarter.
Gross margin rate expanded by 60 basis points year-over-year, including 30 basis points from merchandise margin expansion.
Inventory ended nearly flat at $2 billion despite a 30% increase in gold cost.
Merchandise AUR increased roughly 9%, with fashion up more than 12% and bridal up 4%.
Revenue for Q2 was over $1.5 billion with 2% same-store sales growth, driven by fashion and services.
Services comp growth was high single-digit, contributing roughly 20 basis points to gross margin expansion.
Units declined 7%, largely due to Banter and promotional strategy changes in Zales.

Academy Sports and Outdoors, Inc.

ASO

Consumer

1w

Financial Performance Summary

21 new stores were added over the last twelve months, fully funded by cash flows from operations.
E-commerce sales grew approximately 18% in Q2, with a 120 basis point increase in penetration.
Free cash flow for Q2 was $21.7 million, with strong liquidity including $31 million cash and an undrawn $1 billion revolver.
Gross margin held steady at 36%, down only 2 basis points from last year, with merchandise margin expanding 40 basis points.
Inventory per store was elevated with units per store up 4.6% and dollars per store up 8.2%, reflecting pulled-forward inventory at pre-tariff prices.
Net sales for Q2 2025 were $1.6 billion, up 3.3% year-over-year with a 0.2% comp increase.
Operating income was $172 million with diluted EPS of $1.85 and adjusted EPS of $1.94.
SG&A expenses increased by 150 basis points to 25.3% of sales, driven by new store growth, technology investments, and depreciation.

Five Below, Inc.

FIVE

Consumer

2w

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.

CarParts.com, Inc.

PRTS

Consumer

4w

Financial Performance Summary

Adjusted EBITDA loss was $3.1 million compared to a positive $0.1 million in the prior year period.
Ended the quarter with $19.8 million in cash and increased revolver capacity to manage near-term uncertainty.
GAAP net loss widened to $12.7 million from $8.7 million, impacted by lower gross margin, higher marketing costs, one-time advisory fees, and restructuring costs.
Gross profit increased 3% to $49.8 million, with gross margin declining slightly to 32.8% from 33.5% due to product mix and tariff impacts.
Inventory increased to $94 million from $90 million, reflecting proactive stocking to improve supply chain continuity.
Reported revenue of $151.9 million, up 5% from $144.3 million in the prior year quarter, driven by growth in e-commerce and offline channels.

BJ's Wholesale Club Holdings, Inc.

BJ

Consumer

2w

Financial Performance Summary

Adjusted EBITDA increased 8% year-over-year to $303.9 million, reflecting top-line growth and margin improvements.
Comparable club sales excluding gas increased 2.3%, with a 4.7% growth on a 2-year stack.
Digital sales grew 34% year-over-year and 56% on a 2-year stack, driven by BOPIC, same-day delivery, and ExpressPay.
General merchandise and services division comp sales declined 2.2%, impacted by weather and macro factors.
Inventory levels decreased 2% year-over-year overall and 6% per club, with improved in-stock levels by 50 basis points.
Membership fee income grew 9% to $123.3 million, driven by strong acquisition, retention, and a recent fee increase.
Merchandise gross margin rate (excluding gas) improved by 10 basis points due to disciplined cost management.
Net sales grew 3.2% year-over-year to approximately $5.3 billion in Q2 2025.

Hormel Foods Corporation

HRL

Consumer

1w

Financial Performance Summary

Adjusted EPS was $0.35 for the quarter, with adjusted SG&A up 6% due to employee expenses and advertising investments.
Cash flow from operations was $150 million, down year-over-year due to intentional inventory build; capital expenditures were $72 million, targeting capacity and technology.
Foodservice segment delivered 2% organic volume growth and 7% organic net sales growth, outperforming the industry.
Gross profit was flat year-over-year due to higher input costs offsetting top-line growth.
International business showed 8% volume growth and 6% net sales growth, led by China.
Organic net sales increased 6% year-over-year to $3 billion in Q3, with organic volume up 4%.
Raw material cost inflation was approximately 400 basis points in Q3, driven by pork, beef, and nut markets.
Retail segment volume and net sales grew 5%, supported by Turkey portfolio and other retail pillars.

Dollar Tree, Inc.

DLTR

Consumer

1w

Financial Performance Summary

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.