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Urban Outfitters, Inc.

URBN

Consumer

2w

Financial Performance Summary

Anthropologie achieved a 6% retail comp increase, marking over four years of consecutive positive comps.
Free People reported 14% total revenue growth and double-digit operating income growth, driven by 7% retail comp and 19% wholesale revenue growth.
Gross profit increased 15% to a record $566 million, with gross margin rate improving by 113 basis points to 37.6%.
Nuuly delivered 53% revenue growth and a 48% increase in average active subscribers, achieving its most profitable quarter ever with a 9% operating profit rate.
Operating income rose 20% to $174 million, with operating margin improving by 85 basis points to 11.6%.
Retail segment comps increased 6%, with all brands delivering positive comps across all geographies.
Total sales grew by 11% to a Q2 record of $1.5 billion, with net income increasing by 22% to $144 million or $1.58 per diluted share.
Urban Outfitters brand delivered 5% revenue growth globally with double-digit comp growth in Europe and positive comps in North America.

M

Consumer

1w

Macy's Bold New Chapter Strategy Yields Strong Q2 Results

Macy's reported its strongest comparable sales in 12 quarters, driven by enterprise-wide improvements and strategic execution.
The company's GoForward business, including reimagined stores and digital, achieved 2.2% comparable sales growth, indicating successful transformation efforts.
Bloomingdale's and Bluemercury continued their positive momentum with 5.7% and 1.2% comparable sales growth respectively, highlighting luxury segment strength.
Management emphasized that the multi-brand, multi-category, and multi-channel model provides sourcing flexibility, economies of scale, and product diversification, supporting growth.
The results reflect the effectiveness of the Bold New Chapter strategy in improving product offerings and omnichannel customer experiences.

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.

ZUMZ

Consumer

6d

Financial Performance Summary

Comparable sales grew 2.5% in Q2, marking the fifth consecutive quarter of positive comparable sales growth.
Gross profit increased 5.9% to $76 million, with gross margin expanding 130 basis points to 35.5%.
Net loss narrowed to $1 million or $0.06 per share from $8.8 million or $0.04 per share in 2024.
North America net sales rose 2.1% to $180 million, with a 4.2% comparable sales increase.
Operating income improved to $100,000 (0.1% of sales) from a loss of $400,000 last year.
Other international net sales increased 1% to $34.2 million but declined 4.2% on a constant currency basis.
Second quarter net sales increased 1.9% to $214.3 million from $210.2 million in 2024.
SG&A expenses rose to $75.9 million or 35.4% of sales, driven by higher corporate costs, legal settlements, and wage increases.

The Home Depot, Inc.

HD

Consumer

3w

Financial Performance Summary

Adjusted diluted earnings per share were $4.68, slightly up from $4.67 last year.
Comp sales increased 1% overall, with U.S. comps up 1.4%.
Diluted earnings per share were $4.58, slightly down from $4.60 last year.
Gross margin was 33.4%, flat compared to 2024.
Operating expenses increased by 65 basis points to 18.9% of sales.
Operating margin was 14.5%, down from 15.1% in 2024; adjusted operating margin was 14.8%.
Return on invested capital was 27.2%, down from 31.9% in 2024.
Second quarter sales were $45.3 billion, up 4.9% year-over-year.