Consumer Cyclical Earnings Report — 2026-09-04 to 2026-10-19

25 most recent Consumer Cyclical earnings

1. Oct 16, 2026, 4:06 PM ET·FOXF·Consumer Cyclical

   Fox Factory Holding Corp. — Third Quarter Fiscal 2026 Earnings Summary

   FOX FACTORY HOLDING CORP

   Third quarter fiscal 2026 net sales guidance lowered to $336–$340 million (vs. prior $355–$380 million) and adjusted EBITDA guidance reduced to $38–$42 million (vs. prior $46–$54 million), reflecting the exclusion of Marucci Sports revenue and IEEPA tariff refunds. Full-year fiscal 2026 net sales outlook lowered to $1.35–$1.38 billion and adjusted EBITDA outlook reduced to $140–$150 million (excluding tariff refunds), driven by the Marucci Sports divestiture and supply chain inflation. Fourth quarter fiscal 2026 net sales guidance lowered to $287–$313 million and adjusted EBITDA guidance lowered to $23–$29 million, impacted by ongoing supply disruptions, higher input costs, and operational challenges in the upfit business. Marucci Sports divestiture closed on September 25, 2026, and the Board appointed Douglas Grimm as Interim CEO while retaining Heidrick & Struggles to identify a permanent successor.

2. Oct 14, 2026, 4:00 PM ET·EDUC·Consumer Cyclical

   Educational Development Corporation — Fiscal 2027 Second Quarter Earnings Summary

   EDUCATIONAL DEVELOPMENT CORP

   Net revenues declined 10.9% year-over-year to $4.1 million for the quarter and 24.8% to $8.8 million year-to-date, while net losses narrowed to $(1.6) million for the quarter (vs. $(1.3) million prior year) and $(3.0) million year-to-date (vs. $(2.4) million prior year). A cost reduction plan implemented at the start of fiscal 2027 is projected to lower general and administrative expenses by over $1.2 million for the full year, contributing to improved pre-tax loss performance despite revenue contraction. Active Brand Partners rose 19% during the first half of the fiscal year to 5,100, driven by recruiting and product promotions that also facilitated excess inventory conversion, though the average active partner count for the quarter and year-to-date remains below prior year levels. Management anticipates a return to profitability and the subsequent realization of deferred tax assets, which would generate an approximate $0.28 per share tax gain once profitability is affirmed. The company recorded a $100,000 one-time write-down on assets held for sale in the first quarter and maintains a cash position of $1.2 million as of August 31, 2026.

3. Oct 14, 2026, 11:39 AM ET·WINA·Consumer Cyclical

   Winmark Corporation — Third Quarter 2026 Earnings Summary

   WINMARK CORP

   Net income for the quarter rose 6.1% year-over-year to $11.82 million ($3.21 diluted EPS) on revenue growth of 23.1% to $27.89 million; year-to-date net income declined 0.7% to $31.47 million ($8.51 diluted EPS) as 2025 results included $2.2 million in non-recurring litigation settlement income. Revenue composition shifted with the launch of the North American Advertising Fund, generating $3.83 million in the quarter versus $0 previously, while software and merchandise sales also posted significant year-over-year increases. Capital allocation included $9.85 million in common stock repurchases and $10.75 million in dividends paid during the nine-month period, contributing to a reduction in shareholders' equity deficit from $53.68 million to $37.40 million. Strategic expansion continues with the introduction of advertising funds for Plato's Closet and future campaigns for Once Upon A Child and Play It Again Sports, alongside a point-of-sale pilot, as the company operates 1,398 franchises with 79 additional locations awarded.

4. Oct 13, 2026, 6:05 AM ET·DPZ·Consumer Cyclical

   Domino's Pizza — Third Quarter 2026 Earnings Summary

   DOMINOS PIZZA INC

   Q3 2026 total revenue rose 3.4% to $1,185.6 million, while operating income and net income increased 8.3% and 9.2% respectively; diluted EPS grew 12.7% to $4.60. Same store sales growth decelerated significantly across all segments, with U.S. growth at 0.3% (down from 5.2%) and international growth at 0.2% (down from 1.7%), driven by food basket pricing increases of 2.2%. The company returned capital through a $73.6 million share repurchase program and declared a $1.99 quarterly dividend, while the leverage ratio improved to 4.2x. Net store count reached 22,706 following 175 net openings, with 99% of locations franchised, though management provided no specific numerical forward guidance.

5. Oct 8, 2026, 10:28 AM ET·RICK·Consumer Cyclical

   RCI Hospitality Holdings, Inc. — FY26 Earnings Summary

   RCI HOSPITALITY HOLDINGS INC

   FY26 total sales grew 2.0% year-over-year to $282.2 million, driven by a 5.9% increase when excluding three recently opened units, while Q4 2026 sales rose 0.8% to $70.4 million. Strategic pivots delivered divergent segment results: Bombshells sales surged 18.3% in Q4 and 8.0% for FY26 following a mid-year turnaround, whereas Nightclubs sales declined 1.9% in Q4 and grew only 1.1% for FY26. The company expanded its footprint with one new Bombshells location in June 2026 and closed four Nightclubs locations, resulting in a net reduction of Nightclubs locations from 60 to 56. Management highlighted successful operational adjustments in Q4 2026 that improved Nightclubs sales sequentially in September, though combined same-store sales declined 1.1% for the quarter and 2.8% for the full year.

6. Oct 7, 2026, 4:12 PM ET·LEVI·Consumer Cyclical

   Levi Strauss & Co. — Third Quarter 2026 Earnings Summary

   LEVI STRAUSS & CO

   Reported net revenues rose 4% year-over-year to $1.6 billion, with operating margin expanding to 13.8% from 10.8% in the prior year period, driven by a 450 basis point gross margin increase. The company raised full-year 2026 guidance across all key metrics, including reported revenue growth to ~7.0%, adjusted diluted EPS to $1.54–$1.56, and adjusted EBIT margin to ~12.1%. Strategic capital allocation includes the initiation of a $100 million accelerated share repurchase program and a 14% dividend increase to $0.16 per share, while approximately $60 million in tariff refunds are redeployed to support growth. International markets drove performance with Asia net revenues up 10% organically and Europe up 5%, though DTC comparable sales remained flat despite a 10% e-commerce growth rate.

7. Oct 5, 2026, 4:06 PM ET·LCID·Consumer Cyclical

   Lucid Group — Q3 2026 Earnings Summary

   LUCID GROUP INC

   Q3 2026 production totaled 2,954 vehicles, down sequentially following the elimination of a second shift at AMP-1, while deliveries reached 3,806 vehicles as the company converted existing inventory into customer deliveries. The operating reset is advancing with a specific target of $1.4 billion in cash flow improvements for 2026, achieved by aligning production with near-term demand and reducing vehicle inventory. Demand for the Lucid Gravity is reported to be regaining momentum, though specific revenue, earnings, and cash flow figures remain undisclosed pending the full financial performance announcement on November 9, 2026. Lucid Group will host a conference call on November 9, 2026, at 2:30 pm PT to discuss Q3 results and provide a progress update on key priorities, including the ongoing execution of its vertically integrated facilities in Arizona and Saudi Arabia.

8. Oct 5, 2026, 7:19 AM ET·NXH·Consumer Cyclical

   Fathom Holdings and Neighborhood Intelligence — Q3 2026 Earnings Summary

   NEIGHBORHOOD INTELLIGENCE INC

   Fathom Holdings and Neighborhood Intelligence mutually agreed to terminate their previously announced merger agreement, with both boards concluding current valuations do not reflect fair shareholder value. Neighborhood Intelligence will retain ownership and control of its blockchain and digital asset investments, including its position in tZERO, to maximize potential future value. Both companies will remain independent and focused on respective operating priorities while exploring potential strategic collaborations, such as data sharing, subject to future agreements. Forward-looking statements highlight significant risks regarding the termination, including incurred costs, Fathom's ability to execute its standalone strategy, and volatility related to blockchain assets and regulatory treatment.

9. Oct 2, 2026, 9:04 AM ET·TSLA·Consumer Cyclical

   Tesla — Q3 2026 Earnings Summary

   TESLA INC

   Produced over 464,000 vehicles and delivered over 486,000 vehicles in Q3 2026, with Model 3/Y accounting for 457,387 units produced and 478,237 units delivered. Deployed 13.7 GWh of energy storage products during the quarter, while Other Models production and deliveries totaled 7,004 and 8,295 units respectively. Approximately 1% of total deliveries and 4% of Other Models deliveries were subject to operating lease accounting. Financial results, including net income and cash flow, are scheduled for release after market close on October 21, 2026, with a live Q&A webcast at 4:30 p.m. Central Time. The company explicitly states that vehicle deliveries and storage deployments should not be relied upon as indicators of quarterly financial results due to dependencies on average selling price, cost of sales, and foreign exchange movements.

10. Oct 1, 2026, 4:15 PM ET·NKE·Consumer Cyclical

    NIKE, Inc. — Fiscal 2027 First Quarter Earnings Summary

    NIKE INC

    Total revenues declined 4% year-over-year to $1.12 billion, while gross margin expanded 60 basis points to 42.8% and net income fell 2% to $0.7 billion. Fiscal 2027 revenue guidance was lowered to a high-single-digit decline, with adjusted diluted EPS projected between $1.15 and $1.35, excluding $0.15 in Pace restructuring expenses. The company launched "Pace," an operating model transformation targeting $2.5 billion in cumulative savings by fiscal 2031, alongside a strategic realignment to three geographies and a new India campus. Shareholder returns increased with dividends rising 3% to $610 million in the quarter, while long-term debt decreased 26% to $5.9 billion. Regional performance was mixed, with North America growing 2% currency-neutral, while Greater China declined 22% and Converse revenues dropped 28%.

11. Sep 30, 2026, 4:11 PM ET·BSET·Consumer Cyclical

    Bassett Furniture Industries, Inc. — Fiscal Third Quarter 2026 Earnings Summary

    BASSETT FURNITURE INDUSTRIES INC

    Consolidated revenue rose 3.4% year-over-year to $82.8 million, while operating income surged to $2.8 million from $0.6 million and diluted EPS increased to $0.24 from $0.09. Gross margin expanded 130 basis points to 57.5%, driven by $2.8 million in tariff refunds, with $1.0 million recorded as gross profit in the quarter and additional amounts expected in Q4. Wholesale segment sales grew 5.7% to $53.7 million, while the retail segment posted a $0.3 million operating loss despite a 4.5% sales increase and 48% e-commerce growth. Management remains optimistic about navigating Q4 headwinds from housing slowness and higher mortgage rates, planning aggressive Black Friday promotions and a new High Point Market showroom debut. Capital allocation included $5.2 million in cash dividends and $0.8 million in common stock repurchases over the nine-month period, with operating cash flow reaching $8.0 million.

12. Sep 28, 2026, 4:06 PM ET·MTN·Consumer Cyclical

    Vail Resorts — Fiscal 2026 Earnings Summary

    VAIL RESORTS INC

    Fiscal 2026 net income declined 47% to $147.5 million and Resort Reported EBITDA fell 11.7% to $745.7 million, driven by a 13.4% drop in total skier visits and $11 million in one-time transformation costs. Fiscal 2027 guidance projects net income of $158 million to $233 million and Resort Reported EBITDA of $805 million to $865 million, assuming normal weather and including approximately $14 million in one-time costs. The Resource Efficiency Transformation Plan is on track to deliver $25 million in incremental efficiencies in fiscal 2027, with a target of $110 million in annualized cost savings by year-end. Capital investment plans for calendar 2026 range from $215 million to $220 million in core capital, with specific upgrades planned for Park City Mountain including new detachable chairlifts. The Board declared a quarterly cash dividend of $2.22 per share, payable October 27, 2026, while pass unit sales for the 2026/2027 season have decreased approximately 12% through mid-September.

13. Sep 24, 2026, 4:01 PM ET·SCHL·Consumer Cyclical

    Scholastic Corporation — Fiscal 2027 Q1 Earnings Summary

    SCHOLASTIC CORP

    Consolidated revenues decreased 4% year-over-year to $216.8 million, driven by declines in Children's Book Publishing (-3%) and Education (-24%), while Entertainment revenues rose 48% to $20.1 million. The company reported a diluted loss per share of $3.77 (a 33% increase from prior year) and an adjusted operating loss of $88.7 million, though net debt improved significantly to $86.8 million from $242.8 million due to sale-leaseback proceeds. Management affirmed full-year fiscal 2027 guidance for revenue growth of 2% to 4%, adjusted EBITDA of $135 million to $145 million, and free cash flow of $35 million to $40 million. Capital allocation included $29.6 million returned to shareholders via $25.8 million in share repurchases and $3.8 million in dividends, with $157.4 million remaining authorized for future buybacks.

14. Sep 24, 2026, 9:01 AM ET·RAVE·Consumer Cyclical

    RAVE Restaurant Group, Inc. — Fiscal Year 2026 Earnings Summary

    RAVE RESTAURANT GROUP INC

    Fiscal 2026 total revenue rose $0.9 million to $12.9 million and net income increased $0.2 million to $2.9 million ($0.20 per share), marking the highest pre-tax profit in 23 years; however, Q4 net income declined 6.2% to $0.8 million with flat earnings per share. Pizza Inn achieved five consecutive years of buffet unit growth and full-year comparable sales increases of 2.4%, while Pie Five reported a 9.9% full-year comparable sales decline; total domestic comparable sales for the company rose 1.3% for the fiscal year. Management targets significant store growth in fiscal 2027, including the anticipated opening of five new restaurants from a recently signed 10-buffet development agreement and new product launches in December. The company reported no dividends or stock buybacks in fiscal 2026, with treasury stock purchases at $0, and disclosed a formal complaint by the CEO regarding workplace harassment and discrimination by the Board of Directors.

15. Sep 23, 2026, 4:01 PM ET·SFIX·Consumer Cyclical

    Stitch Fix — Fiscal Year 2026 Earnings Summary

    STITCH FIX INC

    Full-year 2026 net revenue increased 6.4% YoY to $1,348.1 million, while net loss narrowed to $12.6 million from $28.7 million in 2025; Adjusted EBITDA rose to $53.4 million (4.0% margin) from $49.1 million, and free cash flow improved to $19.8 million from $9.3 million. Fiscal 2027 net revenue guidance is projected between $1.310 billion and $1.360 billion, reflecting a (2.8)% to 0.9% YoY decline due to a challenging consumer environment and lower active client base, with Adjusted EBITDA expected between $27 million and $42 million. Q1 2027 revenue guidance indicates a 4.1% to 5.6% YoY decline, impacted by a shift in Fix shipment timing to Q4 2026 and a corrected post-checkout offer flow change; full-year 2027 positive free cash flow is anticipated. The company repurchased $26.4 million of common stock during fiscal 2026 and maintains a balance sheet with $220.9 million in cash and no debt, while continuing to invest in AI and advertising to support its transformation strategy.

16. Sep 22, 2026, 7:05 AM ET·MLKN·Consumer Cyclical

    MillerKnoll, Inc. — First Quarter Fiscal 2027 Earnings Summary

    MILLERKNOLL INC

    Net sales declined 3.4% year-over-year to $923.4 million, while diluted EPS rose 31.0% to $0.38 and adjusted diluted EPS increased 17.8% to $0.53, driven by a 320 basis point expansion in gross margin to 41.7% and a $0.11 per share benefit from U.S. government tariff refunds. Full-year FY2027 net sales guidance was lowered to $3.88–$4.03 billion from the previous $3.93–$4.13 billion range, though adjusted diluted EPS guidance remains unchanged at $1.85–$2.15, with management noting an estimated $0.07 per share unfavorable impact from Canada-related tariffs over the next three quarters. Global Retail segment delivered strong growth with net sales up 2.6% and adjusted operating margin expanding 580 basis points to 7.0%, contrasting with declines in North America Contract and International Contract segments, while the company plans to open 14–18 new retail stores in FY2027. Liquidity stood at $580.4 million with a net debt-to-EBITDA ratio of 2.75x, and the Board declared a quarterly cash dividend of $0.1875 per share; however, operating expenses rose 6.0% year-over-year due to $13.4 million in special charges, including $6.0 million in restructuring costs.

17. Sep 22, 2026, 6:55 AM ET·AZO·Consumer Cyclical

    AutoZone — Fourth Quarter 2026 Earnings Summary

    AUTOZONE INC

    Fourth quarter net sales rose 5.6% year-over-year to $6.6 billion, with fiscal 2026 total sales up 7.4% to $20.3 billion; diluted EPS increased 15.1% to $56.05 for the quarter and 5.3% to $152.55 for the full year. Gross profit margin expanded 182 basis points to 53.3% in Q4 driven by tariff refunds and LIFO impacts, though fiscal 2026 margin contracted 30 basis points to 52.3% due to a net non-cash LIFO impact. Management expects sales growth to accelerate across all three operating countries in fiscal 2027, citing strengthened results in the final eight weeks of the fourth quarter. The company returned $697.5 million to shareholders via share repurchases in Q4 and $2.0 billion for the fiscal year, leaving $1.6 billion remaining under the current authorization. Store count grew to 8,031 with 374 new locations opened in fiscal 2026, while total company same-store sales increased 4.5% for the year, supported by a 10.6% rise in domestic commercial sales.

18. Sep 22, 2026, 6:36 AM ET·THO·Consumer Cyclical

    THOR Industries — Fiscal 2026 Fourth Quarter Earnings Summary

    THOR INDUSTRIES INC

    Fiscal 2026 net sales rose 0.3% to $9.61 billion, but full-year net income fell 31.3% to $177.5 million and diluted EPS dropped 30.2% to $3.38, driven by a 140 basis point decline in gross margin to 12.6% amid macroeconomic headwinds. The company reduced total debt by $59.7 million during the year and repurchased $115.1 million in shares, while European net sales grew 9.0% to offset declines in North American Towable and Motorized segments. Management expects a flat retail environment for fiscal 2027 due to continued macroeconomic pressures, with specific guidance to be released in the fall following industry events. Strategic restructuring initiatives are underway to reduce costs and improve the earnings profile by over $100 million annually once fully implemented, positioning the company for long-term health despite near-term margin pressure.

19. Sep 16, 2026, 4:42 PM ET·LEN·Consumer Cyclical

    Lennar Corporation — Third Quarter 2026 Earnings Summary

    LENNAR CORP

    Net earnings attributable to Lennar declined 52% year-over-year to $284 million ($1.19 per share) on total revenues of $8.0 billion, a 9% decrease driven by a 6% drop in homebuilding revenues as average sales prices and deliveries each fell 3%. Full-year 2026 delivery guidance was moderated to 80,000–81,000 homes from the previous 82,000–83,000 range, while Q4 2026 guidance projects deliveries of 22,000–23,000 homes with gross margins of 15.5%–16.0%. The company redeemed $400 million of senior notes and repurchased 3 million shares for $256 million in the quarter, maintaining a strong balance sheet with homebuilding debt-to-total capital at 16.6% and $1.2 billion in cash. Operating results were pressured by a 1.7 percentage point decline in homebuilding gross margin to 15.8% and increased SG&A expenses, though construction costs improved 6% year-over-year and cycle times reached a record low of 116 days. Management reaffirmed a strategy to build supply and maintain volume despite deteriorating market conditions, citing affordability constraints and elevated mortgage rates as primary headwinds against a backdrop of fundamental housing shortages.

20. Sep 15, 2026, 8:13 AM ET·VRA·Consumer Cyclical

    Vera Bradley — Second Quarter Fiscal 2027 Earnings Summary

    VERA BRADLEY INC

    Consolidated net revenues increased 1.1% year-over-year to $71.6 million, while net income from continuing operations turned positive at $4.5 million ($0.15 per share) compared to a $4.7 million loss in the prior year period. Gross margin improved significantly to 59.8% from 50.1% year-over-year, driven by $7.7 million in tariff refunds and a 28.4% reduction in inventory to $69.3 million. The company reiterated its full-year Fiscal 2027 sales guidance of $255 million to $270 million and expects non-GAAP operating loss to improve by at least 50% year-over-year. Direct segment revenues grew 8.0% to $65.4 million with a 9.2% increase in comparable sales, while Indirect segment revenues declined 39.4% to $6.3 million due to strategic shifts away from liquidation channels. Management highlighted strengthened balance sheet health with $34.2 million in cash and no debt, though noted significant work remains to achieve long-term sustainable growth.

21. Sep 11, 2026, 12:42 PM ET·NOBH·Consumer Cyclical

    Nobility Homes, Inc. — Third Quarter 2026 Earnings Summary

    NOBILITY HOMES INC

    Q3 2026 net sales rose slightly to $12.1 million (vs. $12.0 million in Q3 2025), while YTD net sales declined to $35.1 million (vs. $39.0 million in 2025); Q3 net income increased to $1.9 million ($0.60 EPS) from $1.8 million ($0.56 EPS), though YTD net income fell to $5.3 million ($1.66 EPS) from $6.1 million ($1.87 EPS). Sales mix shifted significantly toward lower-margin independent dealers (184 homes YTD vs. 129 last year) at the expense of higher-margin company-owned retail centers (137 homes YTD vs. 195 last year), driving the year-over-year sales decline. Management expects persistent headwinds from higher interest rates, labor shortages, and supply chain constraints (including material price increases and back orders) to continue through fiscal 2026 and 2027. The company maintains a strong balance sheet with no outstanding debt, $25.8 million in cash and short-term investments, and working capital of $44.4 million, while operating in a Florida market where shipments grew approximately 6% in the prior 9-month period.

22. Sep 11, 2026, 7:59 AM ET·RENT·Consumer Cyclical

    Rent the Runway — Second Quarter 2026 Earnings Summary

    RENT THE RUNWAY INC

    Total revenue grew 20.8% year-over-year to $97.7 million, while gross margin expanded to 36.1% and net loss narrowed to $(12.9) million compared to $(26.4) million in Q2 2025. Adjusted EBITDA reached $12.6 million (12.9% margin) versus $3.6 million in the prior year period; fiscal 2026 revenue growth is reaffirmed at double digits with an EBITDA margin target of 4% to 7%. Q3 2026 revenue guidance is set between $87 million and $90 million with an Adjusted EBITDA margin forecast of negative 3% to negative 6%. Leadership transitioned with Paige Thomas appointed CEO effective September 14, 2026, succeeding Interim CEO Teri Bariquit, who became non-executive Chair. Strategic focus shifted to core rental and selling businesses, pausing the online marketplace pilot, on-site advertising, and B2B dry cleaning opportunities, while AI-powered outfit generation and avatar tools were fully rolled out.

23. Sep 10, 2026, 4:50 PM ET·RH·Consumer Cyclical

    RH — Second Quarter Fiscal 2026 Earnings Summary

    RH

    No headline financial results, year-over-year comparisons, or specific guidance changes are provided in the summary. The company released its Q2 fiscal 2026 results via a shareholder letter from Chairman and CEO Gary Friedman on September 10, 2026. RH operates as a global luxury lifestyle curator across the US, Canada, UK, and Europe, utilizing retail galleries, sourcebooks, and online channels. No major strategic, M&A, or capital-return news is mentioned in the provided text.

24. Sep 10, 2026, 4:15 PM ET·ZUMZ·Consumer Cyclical

    Zumiez Inc. — Fiscal 2026 Second Quarter Earnings Summary

    ZUMIEZ INC

    Q2 net sales declined 2.5% year-over-year to $209.0 million with comparable sales down 2.1%, while net loss widened to $2.7 million ($0.17/share) from $1.0 million ($0.06/share) in the prior year period. Introduced Q3 guidance projecting net sales between $222 million and $226 million and earnings per share between $0.00 and $0.10, alongside a fiscal 2026 store plan to open 5 and close 16 locations. U.S. performance weakened due to footwear softness and lower traffic, partially offset by international growth; year-to-date share repurchases totaled $29.5 million for 1.5 million shares. Management emphasized refining merchandise assortments and customer experience initiatives to improve holiday season trajectory following a Q2 gross margin contraction to 35.3%.

25. Sep 10, 2026, 4:07 PM ET·REF·Consumer Cyclical

    Reformation — Second Quarter Fiscal 2026 Earnings Summary

    REFORMATION INC

    Net revenue grew 24.1% year-over-year to $155.2 million, while net income surged 79.4% to $12.4 million ($0.23 per diluted share) and Adjusted EBITDA rose 53.9% to $25.4 million. Full-year fiscal 2026 net revenue guidance is set at $602 million to $606 million (18.6% to 19.5% growth), with Adjusted EBITDA margins projected between 14% and 14.2%. The company executed a $90.0 million dividend ($1.63 per share) funded by a $92.0 million credit agreement amendment, alongside a $29.1 million accrued recapitalization dividend. Strategic expansion included four new store openings (70 total globally) and 36.8% international revenue growth, supported by a 230 basis point gross margin expansion to 66.7%.