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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Michael Binetti | Evercore ISI | 10 questions · 0% challenging |
| Matt Boss | JPMorgan | 9 questions · 0% challenging |
| Jay Sole | UBS | 9 questions · 0% challenging |
| Dana Telsey | Telsey Advisory Group | 8 questions · 0% challenging |
| Laurent Vasilescu | BNP Paribas | 7 questions · 0% challenging |
| Brooke Roach | Goldman Sachs | 5 questions · 0% challenging |
| John Kernan | TD Cowen | 4 questions · 0% challenging |
| Blake Anderson | Jefferies | 4 questions · 0% challenging |
| Chris Nardone | Bank of America | 3 questions · 0% challenging |
| Ike Boruchow | Wells Fargo | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Evercore ISI | 1 analyst | 10 questions · 0% challenging |
| UBS | 1 analyst | 9 questions · 0% challenging |
| JPMorgan | 1 analyst | 9 questions · 0% challenging |
| Telsey Advisory Group | 1 analyst | 8 questions · 0% challenging |
| BNP Paribas | 1 analyst | 7 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 5 questions · 0% challenging |
| Wells Fargo | 2 analysts | 4 questions · 0% challenging |
| Jefferies | 1 analyst | 4 questions · 0% challenging |
Ralph Lauren delivered a strong fiscal Q4 with GAAP revenue surging 16.6% year-over-year as constant currency growth of 12% significantly exceeded the mid single digit outlook, driven by Asia up 28% with China accelerating to over 50% growth, North America up 8%, and Europe up 6%. AUR increased 16% in Q4, reflecting continued brand elevation and full price selling momentum, while accelerator categories including women's apparel, outerwear, and handbags grew more than 20%. Operating margin contracted 60 basis points in Q4 to 9.7% as marketing investments rose to 8.1% of sales to support Winter Olympics and fashion presentations, though full year operating margin expanded 140 basis points to 15.4%. Management introduced FY2027 guidance of mid single digit revenue growth centered around 4-5% with 40-60 basis points of operating margin expansion, aligned with their three-year Next Great Chapter drive plan targets.
Revenue Growth | Geographic Expansion | Demand | Margin | Pricing | Trade Tariffs | Competitive Dynamics | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 5 | 5 | 4 | 2 | 2 | 1 | 2 | |
| 2025Q3 | 3 | 2 | 1 | 2 | 1 | 1 | 3 | |
| 2025Q4 | 1 | 2 | 1 | 2 | 3 | 4 | 1 | 1 |
| 2026Q1 | 3 | 3 | 1 | 3 | 2 | 1 | ||
| 2026Q2 | 3 | 1 | 3 | 1 | 1 | 1 | 2 | |
| 2026Q3 | 1 | 1 | 2 | 4 | 2 | 2 | 1 | |
| 2026Q4 | 3 | 3 | 4 | 2 | 2 | 3 | 2 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 5 | 3 | 1 | 3 | 3 | 1 | 3 |
| Geographic Expansion | 5 | 2 | 2 | 3 | 1 | 1 | 3 |
| Demand | 4 | 1 | 1 | 1 | 3 | 2 | 4 |
| Margin | 2 | 2 | 2 | 3 | 1 | 4 | 2 |
| Pricing | 2 | 1 | 3 | 1 | 2 | 2 | |
| Trade Tariffs | 1 | 4 | 2 | 1 | 2 | ||
| Competitive Dynamics | 2 | 1 | 1 | 2 | 3 | ||
| Capex Investment | 3 | 1 | 1 | 1 | 2 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $1.73B | +5.7% | $2.31 | +5.5% | 67.0% | 10.4% | 8.6% | $56M |
| FY2025 Q3 | $2.14B | +10.8% | $4.66 | +11.2% | 68.4% | 18.2% | 13.9% | $677M |
| FY2025 Q4 | $1.70B | +8.3% | $2.03 | +47.1% | 68.7% | 9.1% | 7.6% | $42M |
| FY2026 Q1 | $1.72B | +13.7% | $3.52 | +34.9% | 72.3% | 15.9% | 12.8% | $-11M |
| FY2026 Q2 | $2.01B | +16.5% | $3.32 | +43.7% | 68.0% | 12.2% | 10.3% | $-41M |
| FY2026 Q3 | $2.41B | +12.2% | $5.82 | +24.9% | 69.9% | 19.6% | 15.0% | $704M |
| FY2026 Q4Selected | $1.98B | +16.6% | $2.45 | +20.7% | 69.7% | 9.5% | 7.7% | — |
| FY2027 Q1 | $1.96B | +14.0% | $4.28 | +21.6% | 73.7% | 17.5% | 13.4% | $286M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $6.44B | +3.6% | $7.59 | -5.4% | 64.7% | 10.9% | 8.1% | $194M |
| FY2024 | $6.63B | +2.9% | $9.72 | +28.1% | 66.8% | 11.4% | 9.7% | $905M |
| FY2025 | $7.08B | +6.7% | $11.61 | +19.4% | 68.6% | 13.2% | 10.5% | $1.02B |
| FY2026Selected | $8.11B | +14.6% | $15.11 | +30.1% | 69.9% | 14.5% | 11.6% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q1 2026Earnings call May 21, 2026
FY2026 Q4 in brief
Ralph Lauren delivered a strong fiscal Q4 with GAAP revenue surging 16.6% year-over-year as constant currency growth of 12% significantly exceeded the mid single digit outlook, driven by Asia up 28% with China accelerating to over 50% growth, North America…
Newest quarter FY2027 Q1 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Ralph Lauren Corporation (RL), FY2026 Q4: 8/10. Scores: Ralph Lauren Corporation’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: RL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +16.6% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| RLRalph Lauren Corporation | 8 | +16.6% | Ralph Lauren delivered a strong fiscal Q4 with GAAP revenue surging 16.6% year-over-year as constant currency growth of 12% significantly exceeded the mid single digit outlook, driven by Asia up 28% with China accelerating to over 50% growth, North America up 8%, and Europe up 6% | |
| ABNBAirbnb | 9 | +17.9% | Strong Revenue Growth Exceeding Guidance | |
| AMCRAmcor | 6 | +77.4% | First anniversary of Berry combination with synergies exceeding initial target | |
| AMZNAmazon.com, Inc. | 9 | +16.6% | AWS Growth Accelerates to 28% on $150B Run Rate | |
| APTVAptiv | 6 | +5.4% | Versigent spin-off completed successfully on April 1 | |
| AVYAvery Dennison | 5 | +7.0% | Avery Dennison started FY2026 with Q1 adjusted EPS of $2.47, up 7% year-over-year, though organic sales grew only approximately 1% with the GAAP 7.0% overstated by FX and Taylor M&A | |
| AZOAutoZone | 6 | +8.2% | Commercial Sales Decelerate to 9.8% on Severe Weather | |
| BABAAlibaba Group Holding Limited | 6 | +2.9% | Alibaba closed fiscal 2026 with reported group revenue of RMB 243.4 billion, held to low single-digit GAAP growth by the divestitures of Sun Art and Intime; excluding those units, management said revenue grew 11% year-over-year | |
| BALLBall Corporation | 7 | +16.1% | Comparable Operating Earnings Grow 10% Exceeding 2x Leverage | |
| BBYBest Buy | 5 | -1.0% | Better-than-expected profitability despite softer holiday demand | |
| BKNGBooking Holdings | 7 | +16.2% | Booking Holdings posted Q1 FY2026 revenue up 16.2% with strong growth despite a 2pp room night headwind from the Middle East conflict | |
| CARTMaplebear Inc. | 8 | +13.6% | Instacart's fiscal 2026 opened strongly, with GTV up 13% to $10.29 billion and total revenue up 14% to $1.02 billion, crossing $10 billion in GTV and $1 billion in revenue for the first time in a ninth consecutive quarter of double-digit growth | |
| CASYCasey's General Stores, Inc. | 8 | +0.3% | CASY delivered a standout Q3 with EPS up 50% to $3.49 and EBITDA surging 27.5% to $309 million, aided by favorable prior-year comparisons (which included $13 million in integration costs and a tax benefit) | |
| CAVACAVA Group, Inc. | 8 | +20.9% | CAVA closed a record fiscal 2025 with fourth-quarter revenue up 21.2% to $272.8 million, capping a 22.5% full-year gain and its first year above $1 billion in revenue | |
| CCLCarnival | 5 | +6.1% | Record first quarter results despite macro headwinds | |
| CMGChipotle Mexican Grill | 5 | +7.4% | Revenue growth of 7.4% with positive transaction growth | |
| CVNACarvana Co. | 8 | +52.0% | Record retail unit growth of 40% YoY to 187,393 | |
| DASHDoorDash | 7 | +33.1% | DoorDash delivered exceptional Q1 FY2026 revenue growth of approximately 33% year-over-year across all geographies, growing at near historical highs | |
| DECKDeckers Brands | 7 | +9.6% | Deckers closed fiscal 2026 with Q4 revenue up 9.6% to $1.12 billion, driven by HOKA's largest-ever quarter at $671 million (+15%) and UGG at $409 million (+9%) | |
| DHID. R. Horton | 2 | -2.3% | Net sales orders surged 11% year over year | |
| DKNGDraftKings Inc. | 9 | +16.8% | DraftKings opened 2026 with first-quarter revenue up 17% year-over-year to more than $1.6 billion and adjusted EBITDA up 64% to $168 million, its second consecutive quarter of positive GAAP net income | |
| DPZDomino's | 5 | +3.5% | US SSS Decelerated to 0.9% Amid Macro and Competitive Pressure | |
| DRIDarden Restaurants | 5 | +5.9% | Strong Q3 with same-restaurant sales of 4.2% exceeding industry by 540 basis points | |
| EBAYeBay | 8 | +19.5% | Broad-Based GMV Acceleration to 14% on Strategic Priorities | |
| EXPEExpedia Group | 7 | +14.7% | B2B Bookings Grew 22% Led by API and New Partnerships | |
| FFord Motor Company | 9 | +6.4% | Ford opened fiscal 2026 with $43.3 billion in revenue, up over 6% year-over-year even as volume fell nearly 4%, and adjusted EBIT of $3.5 billion ($2.2 billion excluding a one-time $1.3 billion IEEPA tariff benefit) | |
| GMGeneral Motors | 7 | -0.9% | EV Restructuring Charges Continue | |
| GMEGameStop Corp. | 4 | -13.9% | GameStop's fiscal 2025 fourth quarter (the 13 weeks ended January 31, 2026) paired a double-digit revenue decline with markedly stronger operating profitability | |
| GPCGenuine Parts Company | 6 | +6.8% | Results Ahead of Expectations with Sequential Improvement Across All Segments | |
| HASHasbro | 8 | +12.8% | Hasbro delivered a strong Q1 2026 with revenue up 13% to $1 billion, driven by Wizards of the Coast where segment revenue surged 26% to $582 million on record Magic: The Gathering Premier set sales and a quarterly backlist record | |
| HDThe Home Depot, Inc. | 6 | -3.8% | Home Depot closed fiscal 2025 with fourth quarter total sales of $38.2 billion, a decrease of $1.5 billion or approximately 3.8% from last year, against a prior-year quarter that carried a 53rd week worth approximately $2.5 billion in sales; on a comparable 52-week basis total company comps were positive 0.4%, improving from negative 0.2% in November to positive 1.3% in January | |
| HLTHilton Worldwide | 9 | +9.0% | RevPAR acceleration broadens across all segments | |
| HOGHarley-Davidson, Inc. | 3 | -11.8% | Harley-Davidson's first quarter separated a recovering retail business from a shrinking reported P&L | |
| IPInternational Paper | 4 | +13.4% | International Paper cut FY2026 enterprise EBITDA guidance to $3.2-3.5B from $3.5-3.7B, the company's second consecutive year of guidance reductions, driven by a $53 million Q1 winter storm hit and Middle East energy pressures across both regions | |
| LCIDLucid Group, Inc. | 5 | +20.2% | Lucid's first quarter of 2026, the last under interim CEO Marc Winterhoff before Silvio Napoli's arrival, paired balance-sheet progress with an operational setback | |
| LENLennar | 2 | -13.1% | Gross margin hits 15.2% cycle low on continued affordability pricing | |
| LOWLowe's | 7 | +10.9% | Q4 comps up 1.3% with 50bps winter storm benefit | |
| LULULululemon Athletica | 6 | +0.8% | Co-CEO Transition Underway With Board Refresh | |
| LVSLas Vegas Sands | 9 | +25.3% | Marina Bay Sands EBITDA grows 30%+ to $788M under new CEO | |
| MARMarriott International | 8 | +6.2% | Gross fee revenue surged 12% to $1.43 billion with Q1 RevPAR of 4.2% outperforming expectations, and adjusted EPS rose 17% to $2.72 | |
| MCDMcDonald's Corporation | 7 | +9.4% | Global comps grew 3.8% with system-wide sales up 6% in constant currency as the McValue platform continued driving U.S | |
| MELIMercadoLibre | 7 | +49.0% | Brazil commerce acceleration from free shipping | |
| MGMMGM Resorts | 5 | +4.2% | MGM's Q1 2026 marked a turning point as Las Vegas revenue grew for the first time in six quarters, powered by strong convention performance with record Q1 ADRs and the return of CON/AGG | |
| NCLHNorwegian Cruise Line Holdings | 6 | +9.6% | Norwegian Cruise Line delivered a first quarter that beat its own guidance, with net yield down 1%, Adjusted Net Cruise Cost Ex Fuel of $168 declining 1%, and Adjusted EBITDA of $533 million all ahead of plan, yet the story was the sharply lowered full-year outlook: net yields now expected to decline 3%-5% and adjusted EPS cut to $1.45-$1.79 from roughly $2.38 | |
| NKENIKE, Inc. | 5 | +0.1% | Reported revenue flat, NA continues to grow | |
| ORLYO'Reilly Automotive | 8 | +10.2% | Exceptional Comparable Store Sales Growth of 8.1% | |
| PDDPDD Holdings | 6 | +10.4% | PDD Holdings reported first quarter 2026 (ended March 31, 2026) total revenue of RMB 106.2 billion, up 11% year over year, as transaction services revenue grew 20% to RMB 56.3 billion while online marketing services and other revenue was roughly flat at RMB 49.9 billion | |
| PHMPulteGroup | 2 | -12.4% | PulteGroup reported Q1 home sale revenues of $3.3 billion, down 12%, with EPS of $1.79 versus $2.57 a year earlier | |
| PKGPackaging Corporation of America | 6 | +10.6% | Record per-day corrugated shipments with broad-based demand strength | |
| RCLRoyal Caribbean Group | 6 | +11.3% | Royal Caribbean reported adjusted EPS of $3.60, $0.37 above guidance midpoint and up 33% year-over-year, with revenue growing 11% and EBITDA margin reaching 38% | |
| RIVNRivian Automotive, Inc. | 7 | +11.4% | In the first quarter of 2026 Rivian began saleable R2 production in Normal, a landmark milestone, and grew consolidated revenue about 11% to approximately $1.4 billion with $119 million of gross profit at a 9% margin | |
| ROLRollins, Inc. | 6 | +10.2% | Sequential Acceleration to 8%+ Organic Growth in March | |
| ROSTRoss Stores | 8 | +12.2% | Q4 comp surged +9% driven by transactions despite weather headwind | |
| SBUXStarbucks | 9 | +8.8% | U.S. Comp Acceleration to +7.1% on Transaction Strength | |
| SWSmurfit WestRock | 3 | -12.5% | Weather and Downtime Severely Impacted Q1 Performance | |
| TJXTJX Companies | 9 | +8.5% | Outstanding Q4 with 5% Comp Well Above Plan | |
| TPRTapestry, Inc. | 9 | +21.2% | Coach brand delivers exceptional 29% CC revenue growth | |
| TSCOTractor Supply | 5 | +3.6% | Companion Animal Category Dragging Comps By 100 Basis Points | |
| TSLATesla, Inc. | 9 | +15.8% | Vehicle Revenue Growth Recovery | |
| ULTAUlta Beauty | 7 | +11.8% | Record Holiday Performance Caps Strong Fiscal Year | |
| WSMWilliams-Sonoma | 5 | -4.3% | Comp Positive 3.2% in Q4 With Five Consecutive Quarters of Growth | |
| WYNNWynn Resorts | 7 | +9.2% | Las Vegas Delivers Best March Ever with RevPAR Up 10% | |
| YUMYum! Brands | 9 | +15.2% | Taco Bell U.S. outperformance with 8% same-store sales growth |
Ralph Lauren delivered a strong fiscal Q4 with GAAP revenue surging 16.6% year-over-year as constant currency growth of 12% significantly exceeded the mid single digit outlook, driven by Asia up 28% with China accelerating to over 50% growth, North America up 8%, and Europe up 6%
First anniversary of Berry combination with synergies exceeding initial target
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| RL | 9 | 9 | 9 | 10 | 10 | 8 |
| ABNB | 9 | 6 | 8 | 8 | 7 | 9 |
| AMCR | 6 | 3 | 7 | 7 | 7 | 6 |
| AMZN | 8 | 8 | 8 | 8 | 7 | 9 |
| APTV | 7 | 5 | 7 | 8 | 6 | 6 |
| AVY | 7 | 2 | 4 | 5 | 7 | 5 |
| AZO | 5 | 4 | 5 | 5 | 6 | 6 |
| BABA | 6 | 8 | 7 | 7 | 6 | 6 |
| BALL | 6 | 7 | 8 | 7 | 8 | 7 |
| BBY | 4 | 6 | 3 | 5 | 7 | 5 |
| BKNG | 9 | 6 | 9 | 9 | 9 | 7 |
| CART | 8 | 6 | 8 | 8 | 7 | 8 |
| CASY | 5 | 6 | 7 | 6 | 7 | 8 |
| CAVA | No score | 10 | 10 | 8 | 6 |
Versigent spin-off completed successfully on April 1
Avery Dennison started FY2026 with Q1 adjusted EPS of $2.47, up 7% year-over-year, though organic sales grew only approximately 1% with the GAAP 7.0% overstated by FX and Taylor M&A
Alibaba closed fiscal 2026 with reported group revenue of RMB 243.4 billion, held to low single-digit GAAP growth by the divestitures of Sun Art and Intime; excluding those units, management said revenue grew 11% year-over-year
Comparable Operating Earnings Grow 10% Exceeding 2x Leverage
Better-than-expected profitability despite softer holiday demand
Booking Holdings posted Q1 FY2026 revenue up 16.2% with strong growth despite a 2pp room night headwind from the Middle East conflict
Instacart's fiscal 2026 opened strongly, with GTV up 13% to $10.29 billion and total revenue up 14% to $1.02 billion, crossing $10 billion in GTV and $1 billion in revenue for the first time in a ninth consecutive quarter of double-digit growth
CASY delivered a standout Q3 with EPS up 50% to $3.49 and EBITDA surging 27.5% to $309 million, aided by favorable prior-year comparisons (which included $13 million in integration costs and a tax benefit)
CAVA closed a record fiscal 2025 with fourth-quarter revenue up 21.2% to $272.8 million, capping a 22.5% full-year gain and its first year above $1 billion in revenue
Revenue growth of 7.4% with positive transaction growth
DoorDash delivered exceptional Q1 FY2026 revenue growth of approximately 33% year-over-year across all geographies, growing at near historical highs
Deckers closed fiscal 2026 with Q4 revenue up 9.6% to $1.12 billion, driven by HOKA's largest-ever quarter at $671 million (+15%) and UGG at $409 million (+9%)
DraftKings opened 2026 with first-quarter revenue up 17% year-over-year to more than $1.6 billion and adjusted EBITDA up 64% to $168 million, its second consecutive quarter of positive GAAP net income
Strong Q3 with same-restaurant sales of 4.2% exceeding industry by 540 basis points
Ford opened fiscal 2026 with $43.3 billion in revenue, up over 6% year-over-year even as volume fell nearly 4%, and adjusted EBIT of $3.5 billion ($2.2 billion excluding a one-time $1.3 billion IEEPA tariff benefit)
GameStop's fiscal 2025 fourth quarter (the 13 weeks ended January 31, 2026) paired a double-digit revenue decline with markedly stronger operating profitability
Results Ahead of Expectations with Sequential Improvement Across All Segments
Hasbro delivered a strong Q1 2026 with revenue up 13% to $1 billion, driven by Wizards of the Coast where segment revenue surged 26% to $582 million on record Magic: The Gathering Premier set sales and a quarterly backlist record
Home Depot closed fiscal 2025 with fourth quarter total sales of $38.2 billion, a decrease of $1.5 billion or approximately 3.8% from last year, against a prior-year quarter that carried a 53rd week worth approximately $2.5 billion in sales; on a comparable 52-week basis total company comps were positive 0.4%, improving from negative 0.2% in November to positive 1.3% in January
Harley-Davidson's first quarter separated a recovering retail business from a shrinking reported P&L
International Paper cut FY2026 enterprise EBITDA guidance to $3.2-3.5B from $3.5-3.7B, the company's second consecutive year of guidance reductions, driven by a $53 million Q1 winter storm hit and Middle East energy pressures across both regions
Lucid's first quarter of 2026, the last under interim CEO Marc Winterhoff before Silvio Napoli's arrival, paired balance-sheet progress with an operational setback
Gross margin hits 15.2% cycle low on continued affordability pricing
Marina Bay Sands EBITDA grows 30%+ to $788M under new CEO
Gross fee revenue surged 12% to $1.43 billion with Q1 RevPAR of 4.2% outperforming expectations, and adjusted EPS rose 17% to $2.72
Global comps grew 3.8% with system-wide sales up 6% in constant currency as the McValue platform continued driving U.S
MGM's Q1 2026 marked a turning point as Las Vegas revenue grew for the first time in six quarters, powered by strong convention performance with record Q1 ADRs and the return of CON/AGG
Norwegian Cruise Line delivered a first quarter that beat its own guidance, with net yield down 1%, Adjusted Net Cruise Cost Ex Fuel of $168 declining 1%, and Adjusted EBITDA of $533 million all ahead of plan, yet the story was the sharply lowered full-year outlook: net yields now expected to decline 3%-5% and adjusted EPS cut to $1.45-$1.79 from roughly $2.38
PDD Holdings reported first quarter 2026 (ended March 31, 2026) total revenue of RMB 106.2 billion, up 11% year over year, as transaction services revenue grew 20% to RMB 56.3 billion while online marketing services and other revenue was roughly flat at RMB 49.9 billion
PulteGroup reported Q1 home sale revenues of $3.3 billion, down 12%, with EPS of $1.79 versus $2.57 a year earlier
Record per-day corrugated shipments with broad-based demand strength
Royal Caribbean reported adjusted EPS of $3.60, $0.37 above guidance midpoint and up 33% year-over-year, with revenue growing 11% and EBITDA margin reaching 38%
In the first quarter of 2026 Rivian began saleable R2 production in Normal, a landmark milestone, and grew consolidated revenue about 11% to approximately $1.4 billion with $119 million of gross profit at a 9% margin
Q4 comp surged +9% driven by transactions despite weather headwind
Companion Animal Category Dragging Comps By 100 Basis Points
Comp Positive 3.2% in Q4 With Five Consecutive Quarters of Growth
Taco Bell U.S. outperformance with 8% same-store sales growth
| 8 |
| CCL | 9 | 8 | 9 | 8 | 8 | 5 |
|---|
| CMG | 8 | 4 | 3 | 3 | 7 | 5 |
|---|
| CVNA | 10 | 9 | 10 | 10 | 9 | 8 |
|---|
| DASH | 9 | 9 | 9 | 9 | 7 | 7 |
|---|
| DECK | 9 | 7 | 7 | 7 | 8 | 7 |
|---|
| DHI | 3 | 1 | 2 | 4 | 2 | 2 |
|---|
| DKNG | 8 | 6 | 9 | 4 | 10 | 9 |
|---|
| DPZ | 6 | 5 | 7 | 7 | 7 | 5 |
|---|
| DRI | 6 | 6 | 8 | 8 | 7 | 5 |
|---|
| EBAY | 7 | 5 | 6 | 6 | 8 | 8 |
|---|
| EXPE | 9 | 5 | 7 | 9 | 8 | 7 |
|---|
| F | 8 | 1 | 3 | 4 | 5 | 9 |
|---|
| GM | 9 | 2 | 3 | 6 | 5 | 7 |
|---|
| GME | No score | 3 | 3 | 6 | 5 | 4 |
|---|
| GPC | 6 | 4 | 4 | 5 | 6 | 6 |
|---|
| HAS | 5 | 9 | 7 | 9 | 10 | 8 |
|---|
| HD | 5 | 7 | 6 | 6 | 3 | 6 |
|---|
| HLT | 8 | 5 | 6 | 9 | 9 | 9 |
|---|
| HOG | 2 | 1 | 1 | 6 | 4 | 3 |
|---|
| IP | 5 | 7 | 5 | 3 | 7 | 4 |
|---|
| LCID | 9 | 8 | 6 | 8 | 9 | 5 |
|---|
| LEN | 3 | 5 | 3 | 1 | 3 | 2 |
|---|
| LOW | 3 | 6 | 4 | 5 | 5 | 7 |
|---|
| LULU | 9 | 8 | 4 | 3 | 6 | 6 |
|---|
| LVS | 3 | 3 | 8 | 9 | 9 | 9 |
|---|
| MAR | 7 | 6 | 5 | 8 | 7 | 8 |
|---|
| MCD | 6 | 4 | 7 | 5 | 8 | 7 |
|---|
| MELI | 9 | 9 | 7 | 7 | 7 | 7 |
|---|
| MGM | 3 | 3 | 4 | 4 | 7 | 5 |
|---|
| NCLH | 8 | 3 | 7 | 7 | 6 | 6 |
|---|
| NKE | 2 | 2 | 2 | 3 | 4 | 5 |
|---|
| ORLY | 6 | 6 | 7 | 7 | 7 | 8 |
|---|
| PDD | 7 | 6 | 5 | 6 | 7 | 6 |
|---|
| PHM | 8 | 1 | 2 | 3 | 3 | 2 |
|---|
| PKG | 7 | 8 | 7 | 6 | 6 | 6 |
|---|
| RCL | 8 | 9 | 9 | 7 | 9 | 6 |
|---|
| RIVN | 9 | 5 | 5 | 8 | 3 | 7 |
|---|
| ROL | 8 | 7 | 7 | 8 | 8 | 6 |
|---|
| ROST | 6 | 6 | 2 | 4 | 9 | 8 |
|---|
| SBUX | 4 | 4 | 5 | 5 | 6 | 9 |
|---|
| SW | 6 | 7 | 6 | 8 | 8 | 3 |
|---|
| TJX | 7 | 7 | 5 | 9 | 8 | 9 |
|---|
| TPR | 8 | 8 | 8 | 9 | 9 | 9 |
|---|
| TSCO | 6 | 2 | 6 | 7 | 6 | 5 |
|---|
| TSLA | 5 | 2 | 1 | 6 | 3 | 9 |
|---|
| ULTA | 6 | 6 | 7 | 9 | 8 | 7 |
|---|
| WSM | 5 | 7 | 6 | 7 | 6 | 5 |
|---|
| WYNN | 5 | 2 | 5 | 8 | 4 | 7 |
|---|
| YUM | 8 | 6 | 6 | 6 | 8 | 9 |
|---|