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Lululemon Athletica Inc.

LULU

Consumer

6d

Financial Performance Summary

Americas revenue increased 1%, with U.S. flat and Canada up 1%.
China Mainland revenue increased 25% with 16% comparable sales growth.
Gross profit was $1.48 billion or 58.5% of net revenue, down 110 basis points YoY.
Inventory increased 21% in dollars and 13% in units, driven by tariffs and FX.
Net income was $371 million or $3.10 per diluted share, above guidance excluding stock-based compensation reversal.
Operating income was $524 million or 20.7% of net revenue, down from 22.8% last year.
Q2 total net revenue rose 7% to $2.5 billion, with comparable sales increasing 1%.
Rest of World revenue grew 19% with 9% comparable sales growth.

CPRT

Consumer

6d

Financial Performance Summary

GAAP net income increased 22.9% in Q4 to $396.4 million ($0.41 per share) and 13.9% for the year to $1.55 billion ($1.59 per share).
GAAP operating income rose 14.8% in Q4 to $412.6 million and 8% for the full year to $1.7 billion.
Global gross profit rose 12.4% in Q4 to $509.7 million with a margin of 45.3%, and 10.1% for the full year with a 45.2% margin.
Global revenue increased 5.2% to $1.13 billion in Q4 and 9.7% to $4.65 billion for fiscal year 2025.
Global service revenue grew 7% in Q4 and 11.4% for the full year, driven by higher volumes and revenue per unit.
International gross profit surged 47.1% in Q4 and 36.7% for the year, with margins around 34-35%.
Purchased vehicle gross profit increased 53.3% globally in Q4 but U.S. purchased vehicle gross profit declined 14.2% in Q4.
U.S. gross profit increased 8.4% in Q4 and 7% for the year, with a consistent 47.5% gross margin.

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.

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.

Petco Health and Wellness Company, Inc.

WOOF

Consumer

1w

Financial Performance Summary

Adjusted EBITDA rose $30 million to $114 million, expanding nearly 220 basis points to 7.6% of sales.
Free cash flow exceeded $50 million for the quarter, significantly above prior year.
Gross margin expanded by over 120 basis points to 39.3%, driven by disciplined pricing and promotional strategies.
Inventory was managed well, ending 9.5% below last year while improving in-stock levels.
Operating income increased by $41 million year-over-year to $43 million.
Q2 net sales declined 2.3% with comparable sales down 1.4%, reflecting strategic shift away from unprofitable sales.
SG&A expenses decreased by $36 million year-over-year, leveraging more than 150 basis points.
U.S. store count reduced to 1,388 after 35 net closures since 2024.

iHeartMedia, Inc.

IHRT

Consumer

1mo

Financial Performance Summary

Audio & Media Services Group revenue declined 3.3%, but adjusted EBITDA remained flat year-over-year.
Consolidated revenue was up 0.5% year-over-year, and 1.5% excluding political revenue impact.
Digital Audio Group revenue grew 13.4% to $324 million, with adjusted EBITDA up 17.1% and margins improving to 33.2%.
Free cash flow was negative $13 million compared to $6 million in the prior year quarter.
GAAP operating income was $35.4 million compared to a prior year loss of $909.7 million due to a large impairment charge last year.
iHeartMedia generated adjusted EBITDA of $156 million in Q2 2025, at the upper end of guidance and 4% above prior year.
Multiplatform Group revenue declined 5.4% to $545 million, with adjusted EBITDA down 7.6% and margins slightly compressed.
Net debt stood at approximately $4.6 billion with a net debt to adjusted EBITDA ratio of 6.5x.
Podcast revenue grew 28.5%, exceeding guidance, and remains highly profitable with accretive EBITDA margins.

Designer Brands Inc.

DBI

Consumer

1d

Financial Performance Summary

Adjusted diluted EPS was $0.34, up from $0.29 last year, despite a slight decline in adjusted net income to $16.7 million from $17.1 million.
Adjusted operating expenses decreased by over $14 million year over year, achieving 350 basis points of leverage compared to Q1.
Brand portfolio sales declined 23.8%, driven by lower internal sales, but external wholesale sales grew 7%.
Canadian retail sales were flat year over year with comps down 0.6%, showing sequential improvement and turning positive in July.
Comparable sales were down 5%, a 280 basis point improvement from Q1 comps.
Gross margin was 43.7%, down 30 basis points year over year but leveraged 70 basis points from Q1.
Total sales declined 4.2% year over year to $739.8 million in Q2 2025, improving sequentially from an 8% decline in Q1.
U.S. retail comps declined 4.9%, improving from Q1, with total sales down 4.8%.