Urban Outfitters Inc URBN

Zacks Investment Research 13 nov

Dillard's reported Q3 fiscal 2026 earnings of $8.38 per share, beating consensus by 7.4%, with net sales rising 0.8% to $1.48 billion. Comparable store sales increased 1% with stable retail gross margins at 45.3%. However, operating expenses rose due to higher payroll costs, and inventories grew 4% to $1.781 billion. Year-to-date results showed stronger performance with net income of $479.1 million, benefiting from tariff refunds and litigation settlements.

Zacks Investment Research 13 nov

Wolverine World Wide (WWW) reported Q3 fiscal 2026 earnings of 79 cents per share, surging 119.4% year-over-year, with revenues growing 7.5% to $505.4 million. Saucony and Merrell drove growth with 19.4% and 6.5% increases respectively, marking the company's eighth consecutive quarter of revenue growth. Wolverine raised its full-year 2026 revenue outlook to $2-$2.01 billion and adjusted EPS guidance to $1.95-$1.99, though tariff refunds significantly contributed to results.

Zacks Investment Research 12 nov

Victoria's Secret reported 20% year-over-year international net sales growth to $273.4 million in Q2 fiscal 2026, driven by strong performance in China and European e-commerce. The company plans to expand its store network, targeting 20% international sales growth for fiscal 2026, with China remaining its strongest international market.

Zacks Investment Research 11 nov

G-III Apparel Group is successfully building its direct-to-consumer business around owned brands as Calvin Klein and Tommy Hilfiger licenses wind down. DKNY's online sales grew mid-20% year-over-year with improved conversion and pricing, while Donna Karan brand sales surged over 45%. The Marc Jacobs acquisition, which closed September 1st, adds over 100 stores and an established e-commerce platform. G-III raised fiscal 2027 adjusted EPS guidance to $2.20-$2.30 and sees potential for Marc Jacobs to generate $1 billion in annual revenues long-term.

Zacks Investment Research 10 nov

Steven Madden (SHOO) reported strong Q3 2026 wholesale revenues, up 19.4% to $528.7 million, driven by robust branded demand across footwear, handbags, and apparel. Gross margins improved to 36.8% from 33.6%, with footwear and accessories segments showing significant operating margin expansion. However, management expects Q4 wholesale revenues to decline 6-7% due to shipment timing reversals and persistent private-label weakness. The stock trades at a favorable valuation with a Zacks Rank #2 (Buy) rating.