DBI
2025 Q2Consumer
4w
5% comp decline, 280 bps improvement from Q1
Q2 comps were down 5%, a 280 basis point improvement from Q1, indicating meaningful sequential progress despite ongoing challenges.
11% year-over-year decline
Q4 organic net sales declined 11% year-over-year, driven by volume mix decline and flat pricing.
2w
$34.1 million, up 18% year-over-year
Book fair revenue increased 18%, driven by higher Scholastic dollar redemptions, indicating strong engagement despite Q1 seasonality.
3w
$1.26 per share
Adjusted net earnings per share were $1.26, slightly above the previously issued guidance range for Q2 2025.
AVO
2025 Q3Consumer
4w
$357.7 million, up 10%
Record third quarter revenue driven by strong execution and vertical integration despite market challenges.
MLKN
2026 Q1Consumer
2w
$0.45 per share, 25% increase year-over-year
Adjusted earnings of $0.45 per share significantly outperformed the midpoint of guidance and prior year by 25%.
CHWY
2025 Q2Consumer
3w
$3.1 billion net sales, 8.6% growth
Q2 net sales grew 8.6% year-over-year to $3.1 billion, exceeding the high end of the guidance range.
4w
$5.77 per share, up 19%
Diluted EPS finished at $5.77 per share, a 19% increase from the prior year.