Dafinchi AI

MLKN

Consumer

Adjusted EPS increased 25% to $0.45, significantly outperforming expectations.
Cash flow from operations was $9 million; liquidity ended at $481 million.
Consolidated net sales grew 10.9% year-over-year to $956 million, exceeding guidance midpoint.
Global Retail segment sales grew 6.4% to $254 million but operating margin declined to 0.6% due to new store costs and tariffs.
Gross margin was 38.5%, including an $8 million net tariff-related impact.
International Contract segment sales increased 14.4% to $168 million, with adjusted operating margin at 8.5%.
Net debt to EBITDA ratio was 2.92, well below covenant limits.
North America Contract segment sales rose 12% to $534 million with operating margin improving to 10.7%.

CBRL

Consumer

Adjusted EBITDA for Q4 was $55.7 million or 6.4% of total revenue, an 8% increase excluding the prior year's 53rd week impact.
Comparable store restaurant sales grew 5.4% in Q4, marking the fifth consecutive quarter of positive growth.
Full year revenue grew 2.2% excluding the 53rd week, with adjusted EBITDA growth of 9%.
GAAP earnings per diluted share were $0.30; adjusted earnings per diluted share were $0.74.
General and administrative expenses increased to 5.8% of revenue due to strategic investments and normalized incentive compensation.
Labor expenses improved by 100 basis points to 36.5% of revenue, driven by pricing, productivity, and turnover improvements.
Restaurant cost of goods sold increased slightly to 26.3% due to commodity inflation and higher promotion-driven waste.
Total Q4 revenue was $868 million, with restaurant revenue at $718.2 million and retail revenue at $149.8 million.

KMX

Consumer

Average selling price decreased by approximately $250 to $26,000 per unit year-over-year.
CarMax Auto Finance (CAF) income was $103 million, down $13 million from FY 2025, with net interest margin at 6.6%.
Retail gross profit per used unit was $2,216, stable year-over-year but down $200 sequentially from Q1.
Retail unit sales declined 5.4%, with used unit comps down 6.3%.
Second quarter total sales were $6.6 billion, down 6% year-over-year due to lower volume.
SG&A expenses decreased 2% to $601 million, but SG&A to gross profit ratio deleveraged 350 basis points to 84% due to lower volume.
Wholesale gross profit per unit remained strong and similar to last year at $993.
Wholesale unit sales declined 2.2%, but average wholesale selling price increased by $125 to $7,900.

DBI

Consumer

Adjusted diluted EPS was $0.34, up from $0.29 last year, despite a slight decline in adjusted net income to $16.7 million from $17.1 million.
Adjusted operating expenses decreased by over $14 million year over year, achieving 350 basis points of leverage compared to Q1.
Brand portfolio sales declined 23.8%, driven by lower internal sales, but external wholesale sales grew 7%.
Canadian retail sales were flat year over year with comps down 0.6%, showing sequential improvement and turning positive in July.
Comparable sales were down 5%, a 280 basis point improvement from Q1 comps.
Gross margin was 43.7%, down 30 basis points year over year but leveraged 70 basis points from Q1.
Total sales declined 4.2% year over year to $739.8 million in Q2 2025, improving sequentially from an 8% decline in Q1.
U.S. retail comps declined 4.9%, improving from Q1, with total sales down 4.8%.

Earnings Feed