Dafinchi AI

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.

CPB

Consumer

Adjusted EBIT decreased 2% in Q4 with margin down 50 basis points, including a 30 basis point tariff impact.
Adjusted EBIT increased 2% for full year; adjusted EPS decreased 4% due to higher interest expense.
Full-year net sales grew 6%, driven by Sovos Brands acquisition; organic net sales declined 1%.
Meals and Beverages segment showed flat net sales in Q4, organic net sales down 3%, operating earnings down 5%.
Net debt to adjusted EBITDA leverage ratio improved slightly to 3.6x from 3.7x in prior year.
Operating cash flow was $1.13 billion for fiscal 2025; capital expenditures were $426 million, down 18% year-over-year.
Q4 net sales increased 1% reported, organic net sales declined 3% excluding additional week and divestitures.
Snacks segment net sales increased 2% reported, organic net sales down 2%, operating margin decreased 30 basis points.

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.

MOV

Consumer

Adjusted operating profit more than doubled to $7 million from $2.6 million in the prior year quarter.
Cash balance remained strong at $180.5 million with no debt.
Gross margin slightly declined to 54.1% from 54.3% due to tariffs and unfavorable foreign exchange.
International sales grew 6.9% (3.9% constant currency), led by Europe, Latin America, and India.
Inventory increased 15.5% year-over-year, driven by tariff-related stockpiling and foreign currency effects.
Net income rose to $5.3 million or $0.23 per diluted share from $3.5 million or $0.15 per share last year.
Sales increased by 3.1% to $161.8 million in Q2 2026 compared to $157 million last year.
U.S. sales declined 1.6%, impacted by chain jewelry store rebalancing but offset by department store and e-commerce growth.

GCO

Consumer

Adjusted diluted loss per share was $1.14 versus $0.83 loss per share a year ago.
Adjusted operating loss was $14.3 million, worse than last year's $9.3 million loss due to tariffs and marketing investments.
Free cash flow improved to $72 million from $20 million last year, boosted by a U.S. federal tax refund.
Gross margin declined 100 basis points to 45.8%, pressured by Schuh's promotional environment and tariffs impacting Genesco Brands Group.
Inventory increased 11% to support back-to-school demand with better assortment of new and key products.
Journeys posted a 9% comp increase, Johnston & Murphy (J&M) grew comps by 1%, while Schuh comps declined 4%.
SG&A expenses leveraged 20 basis points year-over-year to 48.4% of sales, with significant leverage at Journeys offset by deleverage at Schuh.
Total revenue for Q2 was $546 million, up 4% year-over-year, driven by 4% comparable sales growth.

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