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Ulta Beauty, Inc.

ULTA

Consumer

1w

Ulta Beauty's International Expansion via Space NK Acquisition

Ulta entered the UK market through the acquisition of Space NK, which operates 83 stores and a vibrant online platform, marking a strategic move into international markets.
Space NK will operate as a stand-alone subsidiary, allowing Ulta to leverage its high street location expertise and prestige market presence.
The acquisition was funded with cash and borrowings, and is not material to overall financials, but it signifies a key step in Ulta's global growth strategy.
Ulta plans to share best practices and transfer learnings between the UK and US markets, focusing on assortment, guest experience, and scaling growth.
The company also launched its first store in Mexico and plans to open in the Middle East later this year, indicating a broader international footprint.

La-Z-Boy Incorporated

LZB

Consumer

3w

La-Z-Boy's Strategic Retail Expansion and Acquisition Milestone

La-Z-Boy opened 2 new company-owned stores in the quarter, bringing the total to 13 new stores over the past year.
The company announced a significant 15-store acquisition in the Southeast U.S., expected to close in late October, marking the largest independent store network acquisition in its history.
This acquisition will add approximately $40 million in incremental sales, expanding the company's direct-to-consumer reach in a growing market.
The retail footprint now includes 205 company-owned stores, representing 56% of the total 368-store network, with further expansion opportunities.
The company is focused on aggressive retail expansion as part of its Century Vision strategy, with up to 15 new stores planned for the year.

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.

Mission Produce, Inc.

AVO

Consumer

1d

Strategic International Sourcing and Market Diversification

Mission's global sourcing strategy was on full display this quarter, with optimized sourcing mix across Peru, Mexico, and other countries.
The company leveraged improved Peruvian production and Mexican supply to support year-round avocado sourcing and category growth.
European sales increased by 37% in Q3, driven by enhanced customer penetration and facility utilization in the UK.
Investments in international markets, including Europe and Asia, are aimed at supporting demand and expanding market share.
The company’s focus on strategic sourcing and international diversification creates greater financial consistency and resilience.
Future plans include expanding in Europe through potential inorganic growth and strengthening Asian partnerships.

European Wax Center, Inc.

EWCZ

Consumer

4w

Financial Performance Summary

Adjusted EBITDA increased 4.7% to $21.6 million, with margin expansion of 420 basis points to 38.7%.
Gross margin improved modestly to 74.6%, driven by higher royalty, marketing fees, and product margin improvements.
Net interest expense rose slightly to $6.6 million, and adjusted net income increased 5.6% to $11.8 million.
Q2 ended with 1,059 centers, a net decrease of 3 centers, better than anticipated closures.
Same-store sales grew 30 basis points year-over-year, showing modest improvement.
SG&A expenses increased by $1.6 million to $14.5 million, influenced by payroll, professional fees, and stock-based compensation.
System-wide sales decreased 1% year-over-year to $257.6 million in Q2 2025.
Total revenue declined 6.6% to $55.9 million, mainly due to lower wholesale product and retail sales.

European Wax Center, Inc.

EWCZ

Consumer

4w

Market Region Performance and Focused Regional Strategies

California remains a challenging region, but focus is being placed on improving performance through targeted franchise support.
Texas, Florida, and New York are showing signs of improvement, indicating regional variability in performance.
Data analytics are being used to identify guest routines and tailor engagement strategies regionally.
The company is committed to addressing regional challenges with strong franchise partnerships and focused marketing efforts.

GrowGeneration Corp.

GRWG

Consumer

4w

Strategic Shift Toward B2B and Proprietary Brands Growth

GrowGeneration is actively transforming into a leaner, more profitable, product-driven business with a focus on B2B customers.
Proprietary product sales increased to nearly 32% of total revenue in Q2 2025, up from 21.5% last year, indicating a strategic emphasis on higher-margin private label products.
The company launched its digital B2B platform, GrowGen Pro Portal, which is gaining significant traction among wholesale customers, aiming to migrate more transactions online.
Management highlighted ongoing efforts to close underperforming stores, reducing retail locations to 25 by the end of Q3, to streamline operations and improve profitability.
The focus on proprietary brands and digital transformation reflects a deliberate shift away from traditional retail toward scalable, high-margin B2B channels.