Dafinchi AI

HBI

Consumer

Earnings per share (EPS) rose 60% to $0.24, benefiting from higher margins and lower interest expense due to debt reduction.
Gross margin expanded by 145 basis points to 41.2%, driven by cost savings and productivity initiatives.
Hanesbrands reported a 2% increase in sales to $991 million for Q2 2025, with organic constant currency sales relatively flat year-over-year.
Net debt to adjusted EBITDA leverage ratio improved to 3.3x, down 1.3x from prior year, nearing the target range of 2 to 3x.
Operating cash flow was $36 million, supported by strong profit performance and disciplined working capital management.
Operating margin increased by 255 basis points to 15.5%, supported by gross margin expansion and SG&A leverage.

VFC

Consumer

Adjusted gross margin increased 200 basis points to 54.1%, driven by higher quality inventory, lower discounts, and FX.
Adjusted loss per share was $0.24 versus $0.35 in Q1 last year.
Adjusted operating margin was negative 3.2%, up 270 basis points year-over-year.
Excluding Vans, revenue was up 5%.
Inventories were up 4% or $76 million, excluding FX impact inventories were up 1%, with improved inventory quality and 4% lower inventory days year-over-year.
Net debt was down $1.4 billion or 20% versus last year.
North Face grew 5%, Timberland grew 9%, and Vans declined 15%, with 40% of Vans decline due to channel rationalization.
Q1 revenue was $1.8 billion, flat on a reported basis and down 2% year-over-year in constant dollars, better than guidance of down 3% to 5%.
SG&A dollars were flat year-over-year, reflecting cost savings.

FND

Consumer

Adjusted EBITDA increased 9.7% to $150.2 million with a margin rate of 12.4%, up 30 basis points year-over-year.
Comparable store sales increased by 0.4%, marking the first quarterly increase since Q4 fiscal 2022.
Diluted earnings per share increased by 11.5% to $0.58 compared to $0.52 in the same period last year, reaching the high end of expectations.
Effective tax rate increased to 21.8% from 19.8% last year due to decreased excess tax benefits from stock-based compensation.
General and administrative expenses increased 2.6% to $69.4 million, with a decrease in other operating expenses partially offsetting personnel expense increases.
Gross profit rose by 8.5% compared to the same period last year, driven by a 7.1% increase in sales and a 60 basis points improvement in gross margin rate to 43.9%.
Inventory increased 7% sequentially and 17% year-over-year, driven by timing of receipts and support for new Seattle distribution center.
Net interest expense increased 62.3% to $1.1 million due to lower interest capitalized partially offset by higher interest income.
Preopening expenses decreased 51.8% to $5.1 million due to fewer store openings compared to last year.
Sales for the quarter rose by 7.1% to $1.214 billion.
Selling and store operating expenses increased by 10.2% to $376.2 million, primarily due to $33.8 million for new stores.
Unrestricted liquidity ended at $876.9 million, including $176.9 million in cash and $700 million available under ABL facility.

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