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Cracker Barrel to Post Q2 Earnings: Weak Traffic, Margin Pressure Loom
ZACKS· 2026-02-27 15:41
Key Takeaways Cracker Barrel to report fiscal Q2 on March 4, with consensus at a 10-cent loss vs $1.38 EPS a year ago.CBRL faces traffic down about 11%, with restaurant comps seen at -6.7% and revenues down 5.7% to $895.8M.Cracker Barrel's adjusted EBITDA is projected to drop 49.5% to $37.7M amid cost deleverage and inflation.Cracker Barrel Old Country Store, Inc. (CBRL) is scheduled to report second-quarter fiscal 2026 results on March 4, 2026.CBRL’s earnings beat the Zacks Consensus Estimate in three of t ...
Curious about Abercrombie (ANF) Q4 Performance? Explore Wall Street Estimates for Key Metrics
ZACKS· 2026-02-27 15:15
Core Viewpoint - Abercrombie & Fitch is expected to report quarterly earnings of $3.56 per share, reflecting a slight decline of 0.3% year-over-year, while revenues are forecasted to increase by 5.3% to $1.67 billion [1] Earnings Estimates - The consensus EPS estimate for the quarter has been revised upward by 0.6% over the past 30 days, indicating analysts have reassessed their projections [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue and Sales Projections - Analysts estimate 'Net sales by brand family - Hollister' to reach $880.23 million, an increase of 8.4% from the previous year [5] - The estimate for 'Net sales by brand family - Abercrombie' is projected at $787.46 million, reflecting a 1.9% increase year-over-year [5] Store Metrics - The estimated total number of stores at the end of the period is 829, up from 789 a year ago [5] Comparable Store Sales - The average prediction for 'Comparable store sales - Total - YoY change' is 3.2%, down from 14.0% reported in the same quarter last year [6] - Analysts forecast 'Comparable store sales - Abercrombie - YoY change' at -0.9%, compared to 5.0% in the prior year [6] - For 'Comparable store sales - Hollister - YoY change', the estimate is 7.3%, significantly lower than the 24.0% from the previous year [7] Stock Performance - Over the past month, Abercrombie shares have gained 5.4%, contrasting with a -0.5% change in the Zacks S&P 500 composite [7] - Based on its Zacks Rank 3 (Hold), Abercrombie is expected to perform in line with the overall market in the upcoming period [7]
Exploring Analyst Estimates for American Eagle (AEO) Q4 Earnings, Beyond Revenue and EPS
ZACKS· 2026-02-27 15:15
In its upcoming report, American Eagle Outfitters (AEO) is predicted by Wall Street analysts to post quarterly earnings of $0.71 per share, reflecting an increase of 31.5% compared to the same period last year. Revenues are forecasted to be $1.73 billion, representing a year-over-year increase of 7.9%.The current level reflects an upward revision of 60% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised the ...
Carter’s(CRI) - 2025 Q4 - Earnings Call Transcript
2026-02-27 14:32
Carter's (NYSE:CRI) Q4 2025 Earnings call February 27, 2026 08:30 AM ET Company ParticipantsDouglas C. Palladini - Director, President and CEOJay Sole - Managing DirectorJonathan Keypour - VP of Equity ResearchPaul Lejuez - Managing Director and Head of Consumer Discretionary ResearchRichard F. Westenberger - CFO and COOSean McHugh - VP and TreasurerConference Call ParticipantsChristopher Nardone - VP and Equity Research AnalystIke Boruchow - Managing Director and Senior Equity Consumer AnalystJim Chartier ...
Carter’s(CRI) - 2025 Q4 - Earnings Call Transcript
2026-02-27 14:30
Carter's (NYSE:CRI) Q4 2025 Earnings call February 27, 2026 08:30 AM ET Speaker6Welcome to Carter's fourth quarter fiscal 2025 earnings conference call. On the call are Doug Palladini, Chief Executive Officer and President, Richard Westenberger, Chief Financial Officer and Chief Operating Officer, and Sean McHugh, Treasurer. Please note that today's call is being recorded. I'll now turn the call over to Mr. McHugh.Speaker9Thank you. Good morning, everyone. We issued our fourth quarter 2025 earnings release ...
Carter’s(CRI) - 2025 Q4 - Earnings Call Presentation
2026-02-27 13:30
F O U R T H Q U A R T E R & F I S C A L Y E A R 2 0 2 5 B U S I N E S S U P D A T E F E B R U A R Y 2 7 , 2 0 2 6 F O U R T H Q U A R T E R 2 0 2 5 R E S U L T S G A A P B A S I S | $ in millions, except EPS | Q4 2025 | % of | Q4 2024 | % of | | | --- | --- | --- | --- | --- | --- | | | (14 weeks) | Net Sales | (13 weeks) | Net Sales | Change | | Net sales | $925 | | $860 | | 8% | | Gross profit | 400 | 43.2% | 411 | 47.8% | (3%) | | Royalty income, net | 4 | 0.4% | 4 | 0.5% | (5%) | | SG&A | 320 | 34.5% | ...
3 Big Winners from the 2025 Q4 Earnings Cycle: CAH, BOOT, PLTR
ZACKS· 2026-02-27 02:06
Core Insights - The 2025 Q4 earnings season has been positive, with strong growth and many companies exceeding expectations, highlighted by NVIDIA's release [1][7] Boot Barn (BOOT) Earnings - Boot Barn reported a 16% year-over-year sales increase and a 5.7% rise in same-store sales, indicating strong performance in existing stores while opening 25 new locations, bringing the total to 514 [2] - The company's gross margin improved to 39.9% from 39.3% year-over-year, reflecting positive margin expansion and strong post-earnings reaction [3] - Boot Barn holds a Zacks Rank 1 (Strong Buy) with bullish EPS expectations for FY26 [4] Palantir (PLTR) Earnings - Palantir's sales reached $1.4 billion, a 70% year-over-year increase, with U.S. sales growing 93% year-over-year to $1.1 billion [8] - The company closed over $4.2 billion in total contract value, up more than 130% from the previous year, and customer count surged 34% [9] - Despite some price action challenges, the fiscal year EPS outlook remains very bullish, with a Zacks Rank 2 (Buy) [10] Cardinal Health (CAH) Earnings - Cardinal Health achieved an 18.8% year-over-year sales increase and a 36.3% growth in adjusted EPS, marking a strong recovery after stagnation in 2024 [12] - Sales growth was broad-based, particularly in Pharmaceuticals and Specialty Solutions, which account for approximately 90% of total sales, growing 19% year-over-year [15] - The company raised its FY26 outlook, expecting adjusted EPS between $10.15 and $10.35, indicating a 24.5% year-over-year growth [16] Summary of Performance - Boot Barn, Palantir, and Cardinal Health all reported robust quarterly results and have favorable Zacks Ranks, indicating strong investment potential [17]
Urban Outfitters(URBN) - 2026 Q4 - Earnings Call Presentation
2026-02-26 22:00
Urban Outfitters, Inc. FY'26 Q4 RESULTS Introduction Urban Outfitters, Inc. "URBN" is providing fiscal 2026 fourth quarter commentary ahead of our earnings call scheduled for February 25th at 5:00pm. We remind you that any forward-looking statements made in this commentary are subject to our safe harbor statement found in our SEC filings. Our fourth quarter earnings release and related financial information are available on our website, www.urbn.com. As used in this document, unless otherwise defined, "Anth ...
URBN Q4 Earnings & Sales Beat Estimates on Strong Brand Momentum
ZACKS· 2026-02-26 17:21
Key Takeaways URBN Q4 EPS hit $1.43, up 37.5% y/y, as sales rose 10.1% to $1.8B, beating estimates.Nuuly sales grew 42.6% y/y on a 40.3% jump in active subscribers.Urban Outfitters projects high-single-digit sales growth and a 25-bps margin expansion in FY27.Urban Outfitters, Inc. (URBN) reported impressive results in fourth-quarter fiscal 2026, wherein the top and bottom lines beat the Zacks Consensus Estimate. Also, both metrics improved from the prior-year quarter’s reported figure.In the fiscal fourth q ...
SMCP Sales Slip in Q4 as Exit From BHV Weighs on France
Yahoo Finance· 2026-02-26 17:08
PARIS — French contemporary conglomerate SMCP posted weaker fourth-quarter sales as its exit from BHV, following the department store’s deal with Shein, weighed on performance in its home country. The group’s sales dipped 1.2 percent at constant currency to 322 million euros after shuttering 26 points of sale across its brands — Sandro, Maje, Claudie Pierlot and Fursac — in all department stores owned by BHV parent company Société des Grands Magasins across the country in the three months to Dec. 31. More ...