Dafinchi AI

XPEL

Consumer

XPEL achieved a record quarterly revenue of $124.7 million, up 13.5% year-over-year, surpassing internal expectations.
The U.S. region contributed $70.4 million, marking an 8.4% growth and a new record, despite a volatile environment influenced by tariff concerns.
China's revenue was $7.7 million, reflecting a normalized cadence after previous choppiness, with strategic adjustments underway.
European, Indian, and Middle Eastern markets performed well, while Latin America declined due to distributor market timing issues.
Management highlighted the company's strong execution and focus on regional decentralization as key drivers of performance.

Consumer

Adjusted gross margin expanded 160 basis points to 72.1%, driven by AUR growth, favorable mix shift, and lower cotton costs despite higher labor and non-cotton material costs.
Adjusted operating margin expanded 230 basis points to 16.6%, with operating profit increasing 29%, both ahead of guidance.
Net inventory increased 18% year-over-year, partly due to strategic receipt pull forwards related to tariffs.
Ralph Lauren reported strong Q1 fiscal 2026 results with total company revenue growth of 11% on a constant currency basis, exceeding high single-digit guidance.
Revenue growth was led by Asia (19%), Europe (10%), and North America (8%), with global retail comps up 13%.
The company repurchased $250 million in shares and increased its annual dividend by about 10%.

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