Dafinchi AI

NIKE, Inc.

NKE

2026 Q1

Consumer

Financial Performance Summary

APLA revenue grew 1%, with wholesale up 6%, NIKE Direct down 6%, and NIKE stores down 5%.
Earnings per share were 49 cents for the quarter.
EMEA revenue grew 1%, with wholesale up 4%, NIKE Direct down 6%, and NIKE stores up 1%.
Greater China revenue declined 10%, with NIKE Direct down 12% and wholesale down 9%, reflecting ongoing structural challenges.
Gross margin declined 320 basis points to 42.2% due to higher wholesale discounts, increased product costs including tariffs, and channel mix headwinds.
Inventory decreased 2% year-over-year, reflecting progress on marketplace health.
North America revenue grew 4%, driven by 11% wholesale growth and flat NIKE stores sales; NIKE Direct declined 3%.
Q1 revenues increased 1% on a reported basis but declined 1% on a currency-neutral basis.

NIKE, Inc.

NKE

2026 Q1

Consumer

Running Business Growth Exceeds 20%

20% growth in NIKE running

NIKE running grew over 20% this quarter driven by redesigned Pegasus, Structure, and Vomero shoes with integrated innovation platforms.

AutoZone, Inc.

AZO

2025 Q4

Consumer

Financial Performance Summary

Domestic commercial sales grew 12.5% on a 16-week basis, representing 33% of domestic auto parts sales and 28% of total company sales.
Domestic retail same-store sales increased 2.2%, with DIY ticket growth of 3.9% despite a 1.9% decline in traffic.
Earnings per share (EPS) decreased 5.6% year-over-year but increased 1.3% on a 16-week basis after adjusting for the extra week last year.
Free cash flow for the quarter was $511 million, totaling $1.8 billion for FY 2025, supporting strong capital returns including $447 million in share repurchases.
Gross margin was 51.5%, down 103 basis points versus last year, negatively impacted by an $80 million LIFO charge.
International same-store sales grew 7.2% on a constant currency basis but only 2.1% unadjusted due to currency headwinds.
Operating expenses increased 8.7% year-over-year on a 16-week basis, driven by investments in growth initiatives.
Total sales grew 0.6% year-over-year to $6.2 billion for Q4, with a 6.9% increase on a comparable 16-week basis.

The Kroger Co.

2025 Q2

Consumer

Financial Performance Summary

Adjusted EPS grew 12% year-over-year to $1.04, the strongest growth rate since 2023.
Adjusted FIFO operating profit was $1.1 billion for the quarter.
E-commerce sales grew 16%, driven by increased households and order frequency, with delivery sales surpassing pickup sales for the first time.
Excluding the pharmacy mix and sale impact, FIFO gross margin rate decreased 9 basis points, in line with expectations to remain margin neutral.
FIFO gross margin rate increased 39 basis points year-over-year, primarily due to the sale of Kroger Specialty Pharmacy and lower supply chain costs.
Fuel sales and profitability declined due to lower retail prices and fewer gallons sold, with expectations for continued lower gallons sold through 2025.
Identical sales without fuel grew 3.4%, marking the sixth consecutive quarter of improvement.
Operating general and administrative (OG&A) rate improved, decreasing 5 basis points year-over-year, and 41 basis points on an underlying basis after adjustments.

Darden Restaurants, Inc.

DRI

2026 Q1

Consumer

Financial Performance Summary

Adjusted diluted net earnings per share were $1.97, up 12.6% from last year.
Darden reported $3 billion in total sales, a 10% increase year-over-year, driven by 4.7% same-restaurant sales growth, acquisition of 103 Chuy's restaurants, and 22 net new restaurants.
Fine Dining segment sales increased 2.7% with 5 net new restaurants, but same-restaurant sales were slightly negative and segment profit margin declined.
LongHorn segment profit margin declined 60 basis points to 17.4%, pressured by higher beef costs and pricing below inflation.
Olive Garden segment profit margin was 20.6%, only 10 basis points below last year despite investments in affordability and delivery fees.
Other Business segment sales increased 22.5% with Chuy's acquisition and 3.3% same-restaurant sales growth, with segment profit margin up 90 basis points to 16.1%.
Restaurant-level EBITDA was 18.9%, 10 basis points lower than last year, impacted by delivery fees and brand mix changes.

2025 Q2

Consumer

Financial Performance Summary

Adjusted operating margin improved by 340 basis points to 15.1%, and adjusted EBITDA margin rose to 20.6%.
Demand grew 13.7% in the quarter, with a 2-year revenue increase of 12% and demand increase of 21%.
Free cash flow generation was $81 million for the quarter, with full-year guidance of $250 million to $300 million.
Inventory reduction efforts are ongoing, with a $200 million to $300 million target over the next 12 to 18 months.
Investments for European expansion caused a 170 basis point drag on margins.
Net income surged 79% year-over-year, reflecting strong profitability.
Revenue increased 8.4% year-over-year despite challenging housing market conditions and tariff uncertainties.

Oxford Industries, Inc.

OXM

2025 Q2

Consumer

Financial Performance Summary

Adjusted gross margin contracted 160 basis points to 61.7%, impacted by $9 million in additional tariffs despite mitigation efforts.
Adjusted net earnings per share were $1.26, slightly above guidance.
Adjusted operating profit was $28 million (7% margin), down from $57 million (13.5% margin) in prior year due to investments and challenging environment.
Adjusted SG&A expenses increased 5% to $224 million, driven by new store openings and higher employment and occupancy costs.
Consolidated net sales were $403 million in Q2 2025, down from $420 million in Q2 2024, near the midpoint of guidance ($395M-$415M).
Inventory increased 19% on LIFO basis, primarily due to tariff-related accelerated purchases and capitalized costs.
Long-term debt was $81 million, up from $31 million at fiscal 2024-end, reflecting capital expenditures and share repurchases.
Total company comparable sales declined 5% in Q2, consistent with guidance.

Stitch Fix, Inc.

SFIX

2025 Q4

Consumer

Financial Performance Summary

Active clients ended Q4 at 2.3 million, down 7.9% year-over-year but with improving year-over-year active client growth rates for five consecutive quarters.
Adjusted EBITDA for Q4 was $8.7 million or 2.8% margin, exceeding guidance but down slightly year-over-year and quarter-over-quarter.
Average order value (AOV) grew 12% year-over-year in Q4, driven by higher items per Fix and a 7.6% increase in average unit retail (AUR).
FY 2025 adjusted EBITDA was $49.1 million or 3.9% margin, up 170 basis points from FY 2024.
FY 2025 net revenue was $1.27 billion, down 3.7% year-over-year adjusted, with second half revenue growing 2.5%.
Gross margin for FY 2025 was 44.4%, the highest since FY 2021, up 10 basis points year-over-year.
Q4 gross margin was 43.6%, down 100 basis points year-over-year due to higher transportation costs and mix shift to non-apparel.
Q4 revenue was $311.2 million, up 4.4% year-over-year on an adjusted basis, marking the second consecutive quarter of revenue growth.

The Hain Celestial Group, Inc.

HAIN

2025 Q4

Consumer

Financial Performance Summary

Adjusted EBITDA declined to $20 million from $40 million a year ago, with margin at 5.5%.
Adjusted gross margin decreased by approximately 290 basis points to 20.5%, impacted by lower volume mix, cost inflation, and higher trade spend.
Free cash flow was negative $9 million in Q4 compared to positive $31 million last year.
International segment organic net sales declined 6%, with adjusted EBITDA margin at 13.3%.
Net debt reduced by $14 million in the quarter, closing at $650 million with leverage ratio at 4.7x.
North America segment saw a 14% organic net sales decline and a 340 basis point gross margin decrease.
Q4 organic net sales declined 11% year-over-year, driven by volume mix decline and flat pricing.
SG&A expenses decreased 7% year-over-year to $67 million but represented a higher percentage of net sales at 18.6%.

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