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Target reports Q2 earnings Wednesday as prediction markets bet on mentions of beauty, Target Plus, back-to-school, tariffs and Nintendo Switch.
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Kohl's reported adjusted Q2 EPS of $1.28, up 128.6% year-over-year, beating expectations despite a 0.9% revenue decline. The company raised full-year adjusted EPS guidance to $1.80-$2.40 and improved its sales outlook. However, margin expansion was significantly aided by $100M in tariff refunds, and the company faces execution challenges in the critical holiday season ahead.
Read original at zacks-investment-researchDollar Tree (DLTR) posted solid Q2 fiscal 2026 results with net sales rising 7% to $4.89B and adjusted EPS climbing 80.5% to $1.39, beating consensus estimates. Gross margin expanded 850 basis points to 42.9%, driven by tariff refunds and lower tariff rates. The company raised FY26 adjusted EPS guidance to $7.70-$8.05 while maintaining its sales outlook of $20.5-$20.7B.
Read original at zacks-investment-researchKohl's (KSS) trades at a discount to market benchmarks with improved earnings guidance raised to $1.80-$2.40 per share and strengthened liquidity ($821M cash). However, negative comparable sales trends and recent downward earnings estimate revisions temper the recovery outlook. The stock carries a Zacks Rank #1 with a Value Score of A but Momentum Score of C, suggesting measured optimism rather than confirmed recovery.
Read original at zacks-investment-researchKohl's shares gained 15.6% over three months following a strong Q2 earnings beat with adjusted EPS of $1.28 versus consensus of $0.55. The company showed improved merchandising, expanded gross margins, and strengthened liquidity. However, comparable sales remain negative and full-year guidance calls for flat to down 1.5% sales, leaving the top-line recovery unproven. The stock trades above its five-year valuation median, raising questions about sustainability.
Read original at zacks-investment-researche.l.f. Beauty's stock has declined 53% from its March 2024 all-time high of $221.83 to around $105, driven by slowing revenue growth, higher operating expenses, and supply chain challenges. While the stock appears cheap at 17x adjusted EBITDA, the company's high-growth days are over as it matures, with analysts projecting only 20% revenue growth in fiscal 2027 and 8% in fiscal 2028. The sell-off may not be an overreaction given the company's deceleration and lack of catalysts for near-term appreciation.
Read original at the-motley-foolUlta Beauty shares are in the spotlight, with earnings due today, a test of the 200-day average and Edge Rankings all drawing attention.
Read original at benzinga