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Dave & Buster's Entertainment, Inc.

PLAY

2025 Q2

Consumer

Financial Performance Summary

Adjusted net income was $14 million or $0.40 per diluted share, with adjusted EBITDA of $130 million and a margin of 23%.
Capital expenditures totaled $193 million gross, approximately $110 million net after landlord payments.
Comparable store sales declined 3% year-over-year, impacted by calendar shifts and macroeconomic factors.
Ended Q2 with $12 million in cash and $443 million in total liquidity including revolving credit availability.
Net total leverage ratio stood at 3.2 times under the credit agreement definition.
Operating cash flow for Q2 was $34 million, with $130 million generated year-to-date.
Q2 2025 revenue was $557 million with net income of $11 million or $0.32 per diluted share.
Sale-leaseback transactions generated approximately $77 million in liquidity, enhancing funding for new store growth.

Designer Brands Inc.

DBI

2025 Q2

Consumer

Financial Performance Summary

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%.

Chewy, Inc.

CHWY

2025 Q2

Consumer

Financial Performance Summary

Adjusted EBITDA was $183.3 million, representing a 5.9% margin and an 80 basis points increase year-over-year.
Adjusted net income increased 34.8% year-over-year to $141.1 million, with adjusted diluted EPS of $0.33 within guidance.
Cash and cash equivalents stood at $592 million, with no debt and total liquidity of $1.4 billion.
Free cash flow was nearly $106 million, supported by $133.9 million net cash from operations and $28 million in CapEx.
Gross margin expanded by approximately 90 basis points year-over-year to 30.4%.
Q2 net sales grew 8.6% year-over-year to $3.1 billion, exceeding the high end of guidance.
SG&A expenses deleveraged by 30 basis points to 19.1% of net sales, driven by fulfillment center ramp and inventory costs.
Share repurchases totaled approximately $125 million in Q2, with $359.8 million remaining capacity.

Casey's General Stores, Inc.

CASY

2026 Q1

Consumer

Financial Performance Summary

Diluted EPS increased 19% to $5.77 per share compared to prior year.
Fuel gallons sold grew 1.7% same-store with a fuel margin of $0.41 per gallon, up $0.03 from prior year.
Gross profit increased 16.5% to $1.11 billion, with inside gross profit margin up 20 basis points to 41.9%.
Net income rose 20% to $215 million, and EBITDA increased 20% to $414 million year-over-year.
Net interest expense increased due to financing related to the Fikes acquisition, with a debt-to-EBITDA ratio of 1.8x.
Operating expenses rose 14.6%, partly due to 8% more stores and modest wage increases.
Same-store inside sales increased 4.3%, with a 6.7% increase on a 2-year stack basis.
Total revenue grew 11.5% to $4.6 billion, driven by higher inside sales and fuel gallons sold.

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.

Carnival Corporation & plc

CCL

2025 Q3

Consumer

Financial Performance Summary

Achieved record revenues, yields, operating income, EBITDA, and customer deposits in Q3 2025.
Capacity was 2.5% lower year-over-year, yet financial metrics improved significantly.
Customer deposits hit a Q3 record of $7.1 billion, up over $300 million from prior year.
Leverage improved to 3.6x net debt to EBITDA, approaching investment-grade metrics.
Net income reached an all-time high of $2 billion, surpassing pre-pandemic levels by nearly 10%.
Operating income and EBITDA reached highest levels in nearly 20 years on a unit basis.
ROIC for trailing twelve months reached 13%, first time since 2007 hitting teens.
Yields increased 4.6% on a same ship basis, exceeding guidance by over 1 point.

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.

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