Dafinchi AI

Group 1 Automotive, Inc.

GPI

Consumer

3w

Financial Performance Summary

Adjusted net income was $149.6 million with adjusted diluted EPS from continuing operations of $11.52.
Aftersales gross profit increased 14.3%, with customer pay revenue up 13.6% and warranty revenue up 31.9%.
F&I performance was strong, with F&I gross profit per unit up $90 in the quarter.
Group 1 Automotive reported record quarterly revenues of $5.7 billion and gross profit of $936 million in Q2 2025.
U.K. adjusted SG&A as a percent of gross profit was 84.3% in Q2, impacted by wage and insurance cost increases.
U.K. revenues and gross profit increased 96.9% and 109.6% year-over-year respectively, driven by acquisitions and same-store growth.
U.K. used vehicle units sold increased over 8% year-over-year with F&I PRU up 27%.
U.S. adjusted SG&A as a percent of gross profit decreased by 265 basis points sequentially to 64.2%.
Used car volumes in the U.S. rose nearly 4% year-over-year with gross profits up $29 per unit.
U.S. new car sales increased 6% on a same-store basis, outpacing the industry, with PRUs up $211 sequentially.

e.l.f. Beauty, Inc.

ELF

Consumer

1w

Financial Performance Summary

Adjusted EBITDA increased 12% to $87 million, driven partly by a $5 million foreign currency gain.
Adjusted net income was $51 million or $0.89 per diluted share, down from $64 million or $1.10 per share last year due to normalized tax rates.
Free cash flow improved to $20 million from $0.5 million a year ago.
Gross margin declined by approximately 215 basis points to 69%, impacted by tariffs but partially offset by favorable FX and mix.
International net sales grew 30%, now representing 20% of total sales, up from 10% six years ago.
Q1 net sales grew 9% year-over-year to $354 million, building on 50% growth in Q1 last year.

Travel + Leisure Co.

TNL

Consumer

3w

Financial Performance Summary

Adjusted earnings per share grew 9% to $1.65, driven by vacation ownership strength and share repurchases.
Adjusted EBITDA was $250 million, up 2% year-over-year, with a consistent margin of 25%.
Adjusted free cash flow was $123 million for the first half of the year, with $107 million returned to shareholders in Q2 through dividends and share repurchases.
Liquidity remains strong with over $800 million available, and leverage at 3.4x with expectations to end the year below that level.
Travel and Membership segment revenue declined 6% to $166 million, with adjusted EBITDA down 11% due to industry consolidation and M&A impacts.
Travel and Membership segment revenue declined 6% to $166 million, with an 11% decline in adjusted EBITDA to $55 million due to industry consolidation and M&A impacts.
Travel + Leisure reported over $1 billion in revenue for Q2 2025, a 3% increase year-over-year.
Vacation Ownership segment revenue grew 6% to $853 million, with a 3% increase in tours and a 7% increase in volume per guest (VPG) to $3,251.

Archer-Daniels-Midland Company

ADM

Consumer

1w

Financial Performance Summary

ADM reported adjusted earnings per share of $0.93 for Q2 2025 with total segment operating profit of $830 million.
AS&O segment operating profit was $379 million, down 17% year-over-year due to margin pressures from legislative and biofuel policy uncertainty.
Carbohydrate Solutions segment operating profit was $337 million, down 6%, with declines in EMEA due to higher corn costs and crop quality issues.
Cash flow from operations before working capital was down year-over-year due to lower segment profits, but inventory management improved with a $2.2 billion decrease in inventories.
Crushing subsegment operating profit declined 75% to $33 million, impacted by lower crush margins in soybeans and canola, especially in North America.
Leverage ratio was 2.1x at quarter end, with capital expenditures lowered to a range of $1.3 billion to $1.5 billion for 2025, down from prior guidance.
Nutrition segment revenues increased 5% to $2 billion, with operating profit up 5% to $114 million, driven by Flavors growth and Animal Nutrition margin improvements.
Refined Products and Other subsegment operating profit increased 14% to $156 million, helped by positive timing impacts despite lower biodiesel and refining margins.
Returned $495 million to shareholders in dividends during the first half of 2025.
Trailing four-quarter adjusted ROIC was 6.9%, and cash flow from operations before working capital changes was $1.2 billion for the first half of 2025.

Hilton Worldwide Holdings Inc.

HLT

Consumer

3w

Financial Performance Summary

Adjusted EBITDA for Q2 2025 exceeded $1 billion, beating expectations despite a modestly negative system-wide RevPAR decline of 50 basis points year-over-year.
Adjusted EPS also exceeded expectations, with adjusted diluted EPS of $2.20 for the quarter.
Adjusted EPS also exceeded expectations, with diluted EPS adjusted for special items at $2.20 for the quarter.
Full year 2025 guidance includes system-wide RevPAR growth of 0% to 2%, adjusted EBITDA between $3.65 billion and $3.71 billion, and adjusted diluted EPS between $7.83 and $8.00.
Management franchise fees grew 8% year-over-year.
Q3 2025 guidance expects flat to modestly down system-wide RevPAR, adjusted EBITDA between $935 million and $955 million, and adjusted diluted EPS between $1.98 and $2.04.
Regional RevPAR performance varied: U.S. down 1.5%, Americas ex-U.S. up 3.8%, Europe up 2%, Middle East and Africa up 10.3%, Asia Pacific up 0.3% with China down 3.4%.
Year-to-date, Hilton returned $1.7 billion to shareholders and expects to return approximately $3.3 billion for the full year.