We came across a bullish thesis on GameStop Corp. on r/GME by AlternativePaint6. In this article, we will summarize the bulls’ thesis on GME. GameStop Corp.'s share was trading at $23.57 as of February 16th. GME’s trailing and forward P/E were 26.78 according to Yahoo Finance. Caesars Entertainment (CZR): JPMorgan Highlights Digital Segment for Earnings Potential Amid Gaming Sector Negativity magicinfoto / Shutterstock.com GameStop Corp., a specialty retailer, provides games and entertainment products t ...

Core Insights - Five Below is successfully raising its price ceiling above $5 without facing customer backlash, resulting in significant sales growth since the price range expansion [2][3] - The company's comparable sales have shown a strong recovery, with increases of 7.1%, 12.4%, and 14.3% in the first, second, and third quarters of 2025, respectively, culminating in a 14.5% increase during the holiday season [3] Leadership and Strategy - CEO Winnie Park, appointed at the end of 2024, has implemented a strategy to reposition Five Below as a specialty gift retailer, focusing on trendy merchandise with a value edge [3][4] - Park's previous experience at Forever 21 and Paper Source, along with her time at LVMH, has equipped her with the skills to navigate changing market dynamics and enhance Five Below's retail strategy [5][6] Pricing and Product Strategy - Park has integrated higher-priced products into the main shopping experience, moving them from a separate section to their appropriate categories, which has increased upselling opportunities [8][9] - Approximately 80% of Five Below's products are still priced at $5 and under, but this share has decreased from 85% in 2023, with expectations that higher-priced goods could reach 25% in the future [11] - The company has simplified its pricing structure by rounding prices to the nearest dollar, which has improved customer experience and margins [12] Customer Engagement - Five Below targets a broad customer base, focusing on fun and engaging products for children and young adults, while also appealing to adults through the "kidulting" trend [13][14] - The company has diversified its product categories, including toys, tech, beauty, and home décor, and aims to be a one-stop shop for gifts [15][16] Growth and Expansion - Five Below has opened 136 new stores in 2025, with plans to reach 150 by year-end, and aims for a total of 3,500 stores in the future [17][18] - Fiscal 2024 revenues increased by 9% to $3.9 billion, driven largely by new store openings, with net income nearly doubling from $66 million to $120.4 million [20][21] Future Outlook - Analysts express caution regarding fiscal 2026 performance due to strong prior year comparisons, but there is optimism about Five Below's ability to sustain growth through strategic initiatives [22][23] - The company is focused on maintaining operational discipline while enhancing the fun shopping experience, which is seen as a key to retail success moving forward [24][25]

We have the right high-conviction picks and have helped our members hedge, and done well in this frothy market. We also have pinpointed areas to buy during the correction. Enjoy more rapid-returns with our strategy to advance your savings and retirement timeline by embracing a blended trading and income approach! Act now and save with our February Fifty sale. (expires 2/28)We have not covered specialty retailer Urban Outfitters, Inc. ( URBN ) since 2024. In our last column, we noted the ongoing improvement ...

LYNNWOOD, Wash., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Zumiez Inc. (NASDAQ: ZUMZ) today announced it will report fiscal 2025 fourth quarter and full year results on Thursday, March 12, 2026, following the closing of regular stock market trading hours. The Company will hold a conference call that day at 5:00 p.m. ET to review the results. To access the conference call, please pre-register using this link (Registration Link). Registrants will receive confirmation with dial-in details. The conference call will als ...

Key Takeaways Dillard's Q4 EPS topped estimates, but revenues fell 2.7% and missed forecasts as comps dipped 1%.DDS shares slid 8% after softer same-store sales and weaker-than-expected quarterly revenues.Dillard's gross margin rose to 35.4%, while SG&A climbed on higher payroll costs and inventory grew 2%.Dillard's Inc. (DDS) posted fourth-quarter fiscal 2025 results, wherein the top line missed the Zacks Consensus Estimate, while the bottom line surpassed the same. Meanwhile, the company’s sales and earni ...

We recently published an article titled 12 Best Retail Stocks to Buy According to Analysts. On January 29, Victoria’s Secret & Co. (NYSE:VSCO) saw Goldman Sachs raise its price target to $53 from $47 while maintaining a Neutral rating. During the third-quarter 2025 earnings conference call, Victoria’s Secret & Co. (NYSE:VSCO) reported net sales of $1.47 billion, representing 9% year-over-year growth. Adjusted gross margin expanded by 170 basis points, while earnings increased 45%, reflecting operational ...

This specialty retailer delivers personal care and home fragrance products through a broad network of stores and online channels.On February 17, 2026, Bridger Management, LLC disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold all of its Bath & Body Works (BBWI +3.20%) shares in the fourth quarter.What happenedAccording to an SEC filing dated February 17, 2026, Bridger Management, LLC sold all 300,619 shares of Bath & Body Works during the fourth quarter. The estimated transacti ...

BENBROOK, Texas, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Tandy Leather Factory, Inc. (Nasdaq: TLF) today announced the Company’s financial results for the fourth fiscal quarter and full year 2025. Highlights from 2025: Revenues were $76.3 million, up 2.6% from 2024Generated operating loss of $1.0 million versus income of $0.6 million in 2024Net income of $9.1 million versus $0.8 million in 2024Gross margins of 57.0%, up from 56.2% in 2024Operating expenses $44.5 million, up 8.1% from 2024Adjusted EBITDA* (from op ...

Goldman Sachs adjusts NYSE:FND rating to Neutral and lowers price target from $71 to $64.FND reports mixed fourth-quarter fiscal 2025 results with EPS of 36 cents and net sales increase of 2% year-over-year to $1.13 billion.The company plans to open 20 new stores in 2026, aiming for net sales between $4.88 billion to $5.03 billion and an EPS forecast between $1.98 and $2.18.Floor & Decor Holdings, Inc. (NYSE:FND) is a leading specialty retailer in the home improvement sector, focusing on hard surface floori ...

Core Insights - The SPDR S&P Retail ETF (XRT) has shown an 11.05% return over the past year, but its performance has slowed with only a 2.47% increase year-to-date and a 3.34% decline in the past month, indicating uncertainty in consumer spending [1] Retail Performance - Walmart (WMT) exceeded revenue estimates by $4.33 billion, driven by a 27% surge in eCommerce sales, resulting in a 15.65% stock increase year-to-date [1] - TJX Companies reported a 5% rise in comparable sales and a 7.49% increase in total revenue, benefiting from consumers shifting towards value retailers [1] - Dollar General (DG) achieved a 37.6% EPS beat and 2.5% same-store sales growth, reflecting the trend of value-seeking consumer behavior [1] - Target (TGT) experienced an 18.91% decline in operating income, struggling to maintain competitiveness without a clear value proposition [1] Consumer Spending Trends - The performance of XRT is closely tied to U.S. consumer spending, with December 2025 retail sales reported at $735 billion, flat month-over-month but up 3.3% year-over-year [1] - A decline in monthly growth below 2% or consecutive negative months could exert downward pressure on XRT, compressing margins across its holdings [1] - The University of Michigan Consumer Sentiment Index is at 52.9, indicating recessionary territory, with sustained readings below 50 signaling potential spending declines [1] Equal-Weight Methodology - XRT's equal-weight structure allows smaller retailers to have the same influence as larger ones, which can lead to significant performance shifts during quarterly rebalancing events [1] - Monitoring State Street's monthly holdings files and quarterly rebalance announcements is crucial for understanding potential changes in exposure to discount versus full-price retail [1]