About Us FAQs Contact Us Privacy Policy Cookies Policy Terms and Condition Acceptable Use Policy Data Processing Addendum

Recent Earnings

Latest Earnings Earnings Chat Earnings Feed Companies

Earnings Feed

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.

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.

TPR

Consumer

3w

Long-term Outlook and Growth Drivers Amid External Challenges

Management expressed confidence in the company's ability to navigate external uncertainties and macroeconomic challenges.
Guidance for fiscal 2026 includes mid-single-digit revenue growth and high single-digit growth at Coach, despite tariff headwinds.
The company plans to expand store footprint, especially in North America, to cater to younger consumers who prefer in-person shopping.
Strong fundamentals, brand momentum, and structural advantages underpin the optimistic long-term growth outlook.

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.

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.