Jun 13, 2025
Scott Peters
Adobe posted strong second-quarter results and reiterated its outlook. RH swung to a profit in the first quarter, and the home furniture retailer is shifting more of its production to the U.S. and Italy.

ADBE RH
Jun 11, 2025
Scott Peters
GameStop swung to a profit in the first quarter, and the company sold its Canadian operations. GitLab failed to meet analyst expectations. Dave & Buster’s reported weak quarterly results.

PLAY GTLB GME VSCO VRA CHWY
Jun 11, 2025
Inga Muller
Inditex failed to meet analyst expectations in the first quarter, and the parent company of fashion retailer Zara proposed to pay an annual dividend.

Jun 10, 2025
Scott Peters
Calavo Growers, the provider of avocado, tomato, and papaya products, failed to meet analyst expectations despite reporting higher sales and earnings in the second quarter.

CVGW LMNR
Jun 6, 2025
Scott Peters
Broadcom failed to meet analyst expectations despite posting higher earnings in the fiscal second quarter. Land’s End reported an expanding net loss in the first quarter.

AVGO CIEN LE DOCU LULU
Jun 5, 2025
Scott Peters
Five Below reported strong first-quarter results, but the discount retailer issued a cautious outlook, citing tariff market uncertainty. PVH, the parent company of Calvin Klein and Tommy Hilfiger, swung to a loss and lowered its annual outlook.

FIVE MDB PVH
Jun 4, 2025
Scott Peters
Asana failed to meet analyst expectations in the first quarter, but the software company expects to swing into profit as early as the second quarter. Dollar Tree issued a cautious outlook.

ASAN DLTR
Jun 3, 2025
Scott Peters
Dollar General reported strong first-quarter results and issued positive guidance. Ollie’s Bargain Outlet posted higher revenue and earnings, and the discount retailer plans to open 75 new stores in fiscal 2025. Signet Jewelers swung to a profit and reiterated its outlook.

SIG OLLI DG
Jun 2, 2025
Scott Peters
Ulta Beauty reported higher revenue in the first quarter and reiterated its annual outlook. The cosmetics retailer plans to open almost 60 new stores in fiscal 2025.

ULTA
May 30, 2025
Scott Peters
Costco reported strong results in the fiscal third quarter. GAP failed to meet analyst expectations and warned of tariff-related costs in the future. Foot Locker will be acquired by Dick’s Sporting Goods following weak first-quarter results.

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May 29, 2025
Scott Peters
NVIDIA, Salesforce.com, and Veeva Systems reported strong first-quarter results. Macy’s posted lower sales and earnings and issued a muted guidance.

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May 28, 2025
Scott Peters
AutoZone reported higher revenue in the third quarter, but net income declined. Okta failed to meet analyst expectations. Toro posted weak first-quarter results but reiterated its outlook.

AZO OKTA TTC
May 23, 2025
Scott Peters
Intuit reported strong third-quarter results and raised its full-year outlook. Deckers Outdoor failed to meet analyst expectations. Ross Stores warned of a cost impact from announced tariffs.

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May 22, 2025
Scott Peters
Target reported mixed first-quarter results and lowered its outlook. Lowe’s reported weak quarterly sales and earnings. Urban Outfitters released strong results as the retailer opened 13 new locations during the latest quarter.

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May 21, 2025
Scott Peters
Palo Alto Networks estimated lower earnings per share in the current quarter. Toll Brothers reported weak second-quarter results. Home Depot expects full-year diluted earnings per share to decline 3%.

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