Dafinchi AI

SBUX

Consumer

Channel Development segment revenues grew 10% year-over-year, driven by the Global Coffee Alliance.
China delivered 2 points of comparable sales growth and 6 points of transaction growth through Q3.
Earnings per share (EPS) was $0.50, down 45% year-over-year, reflecting expense deleverage and strategic investments.
Global comparable store sales declined 2%, with the U.S. down 2% and Canada showing low single-digit growth.
Global operating margin was 10.1%, contracting 650 basis points from the prior year due to deleverage and investments.
Hourly partner turnover was 49.1% and shift completion reached a record 98.2%.
International segment posted record-breaking quarterly revenue, with 7 of the top 10 markets comping positively.
Non-Rewards customers delivered transaction growth year-over-year for the first time since post-pandemic recovery.
North America saw 6% net new company-operated store growth over the past 12 months.
Total company net revenue was $9.5 billion for Q3 fiscal year 2025, up 3% from the prior year.

AAP

Consumer

Adjusted diluted EPS was $0.69, up from $0.62 in Q2 last year.
Adjusted gross profit was $880 million, representing a 43.8% gross margin, expanding by 16 basis points year-over-year.
Adjusted operating income was $61 million or 3.0% of net sales, with about 20 basis points of margin expansion.
Comparable sales growth was positive 0.1% for Q2, with a 25 basis points headwind from Easter timing shift.
Free cash flow was negative $201 million year-to-date, including $20 million in cash costs related to store optimization.
Pro channel grew in the low single-digit range and accelerated compared to Q1; DIY declined low single digits but stabilized versus Q1.
Q2 net sales were $2 billion, down 8% year-over-year, mainly due to store optimization completed in Q1.
Transactions declined in the low single-digit range, while ticket size improved compared to Q1.

WWW

Consumer

Adjusted diluted EPS doubled to $0.35 from $0.15 in the prior year.
Gross margin expanded by 410 basis points to 47.2%, driven by healthier inventory, higher full-price sales mix, and product cost savings.
Merrell revenue increased 11%, marking its fourth consecutive quarter of growth and nearly 600 basis points of gross margin expansion.
Net debt decreased by $99 million (15%) to $568 million compared to the prior year.
Revenue for Q2 2025 was $474 million, exceeding the high end of guidance ($450 million), driven by strong performance in Active and Work groups.
Saucony revenue grew 42% year-over-year, achieving record Q2 revenue with broad-based growth across regions and channels.
Sweaty Betty revenue declined 6%, but showed sequential improvement and progress in reestablishing premium positioning.
Work Group revenue grew 2%, with adjusted operating margin increasing 290 basis points to 9.2%.

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