Dafinchi AI

AAP

Consumer

Adjusted diluted EPS was $0.69, up from $0.62 in Q2 last year.
Adjusted gross profit was $880 million, representing a 43.8% gross margin, expanding by 16 basis points year-over-year.
Adjusted operating income was $61 million or 3.0% of net sales, with about 20 basis points of margin expansion.
Comparable sales growth was positive 0.1% for Q2, with a 25 basis points headwind from Easter timing shift.
Free cash flow was negative $201 million year-to-date, including $20 million in cash costs related to store optimization.
Pro channel grew in the low single-digit range and accelerated compared to Q1; DIY declined low single digits but stabilized versus Q1.
Q2 net sales were $2 billion, down 8% year-over-year, mainly due to store optimization completed in Q1.
Transactions declined in the low single-digit range, while ticket size improved compared to Q1.

COLM

Consumer

Columbia brand net sales increased 8%, SOREL net sales decreased 10%, prAna net sales decreased 6%, Mountain Hardwear net sales decreased 7%.
Gross margin expanded 120 basis points to 49.1%, and SG&A expenses increased 8%.
International markets showed strong growth: LAAP net sales up 12%, China high teens percent growth, Japan mid-single-digit percent growth, Korea low single-digit percent growth, EMEA net sales up 24%, Canada net sales up 5%.
Inventory dollars increased about 13% in the quarter, largely due to earlier production and tariff costs.
Loss per share was $0.19 compared to a loss per share of $0.20 in the prior year.
Net sales increased 6% year-over-year to $605 million, slightly ahead of outlook, driven by earlier fall wholesale shipments.
U.S. net sales decreased 2%, with U.S. wholesale up low single-digit percent and U.S. DTC down mid-single-digit percent.
Wholesale net sales increased 14%, while direct-to-consumer (DTC) was down 1%.

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