Rwanda receives seven people deported from US under bilateral agreement. Deportees will receive support and housing, but concerns over rights and oversight remain.
Among the risks the company listed are those related to market expectations for its annual operating income forecasts, rumors of new product launches, an elevated price-earnings multiple, and supply chain risks.
Today's Japanese data was mixed, with disappointing industrial production threatening third-quarter growth, while a tight labour market points to increased wages and underlying inflation remaining firm.
Buy now, pay later company Affirm (NASDAQ:AFRM) announced better-than-expected revenue in Q2 CY2025, with sales up 33% year on year to $876.4 million. Guidance for next quarter’s revenue was better than expected at $870 million at the midpoint, 1.2% above analysts’ estimates. Its GAAP profit of $0.20 per share was 75.9% above analysts’ consensus estimates.
Packaged foods company Hormel (NYSE:HRL) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 4.6% year on year to $3.03 billion. On the other hand, next quarter’s revenue guidance of $3.2 billion was less impressive, coming in 1.4% below analysts’ estimates. Its non-GAAP profit of $0.35 per share was 15% below analysts’ consensus estimates.
3D design software company Autodesk (NASDAQ:ADSK) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 17.1% year on year to $1.76 billion. Guidance for next quarter’s revenue was better than expected at $1.81 billion at the midpoint, 1.9% above analysts’ estimates. Its non-GAAP profit of $2.62 per share was 6.9% above analysts’ consensus estimates.
Luxury watch company Movado (NYSE:MOV) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 1.6% year on year to $161.8 million. Its GAAP profit of $0.13 per share was 57.5% below analysts’ consensus estimates.
Personal care and home fragrance retailer Bath & Body Works (NYSE:BBWI) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 1.5% year on year to $1.55 billion. The company expects next quarter’s revenue to be around $1.64 billion, close to analysts’ estimates. Its GAAP profit of $0.30 per share was 19.3% below analysts’ consensus estimates.
Search AI platform provider Elastic (NYSE:ESTC) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 19.5% year on year to $415.3 million. Guidance for next quarter’s revenue was better than expected at $416 million at the midpoint, 1.4% above analysts’ estimates. Its non-GAAP profit of $0.60 per share was 43.4% above analysts’ consensus estimates.
Discount retailer Dollar General (NYSE:DG) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 5.1% year on year to $10.73 billion. Its GAAP profit of $1.86 per share was 18.7% above analysts’ consensus estimates.
Sporting goods retailer Dick’s Sporting Goods (NYSE:DKS) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 5% year on year to $3.65 billion. On the other hand, the company’s full-year revenue guidance of $13.85 billion at the midpoint came in 0.6% below analysts’ estimates. Its GAAP profit of $4.71 per share was 10.1% above analysts’ consensus estimates.
BJ’s Wholesale Club’s second quarter was met with a negative market reaction as revenue fell short of Wall Street’s expectations, despite non-GAAP earnings per share exceeding analyst forecasts. Management attributed the quarter’s performance to weather-related softness early in the period and ongoing consumer caution across all income segments. CEO Robert Eddy highlighted that discretionary categories, such as recreation and lawn and garden, underperformed due to unseasonably cold and wet conditions, but strong results in perishables and continued digital growth partially offset these trends. Eddy commented, “We saw our business accelerate as the weather improved.”
Discount retail company Ollie’s Bargain Outlet (NASDAQ:OLLI) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 17.5% year on year to $679.6 million. The company’s full-year revenue guidance of $2.64 billion at the midpoint came in 1.3% above analysts’ estimates. Its non-GAAP profit of $0.99 per share was 6.8% above analysts’ consensus estimates.
Recreational boats manufacturer Malibu Boats (NASDAQ:MBUU) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 30.4% year on year to $207 million. Its non-GAAP profit of $0.42 per share was 9.4% below analysts’ consensus estimates.
Business intelligence platform Domo (NASDAQ:DOMO) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 1.7% year on year to $79.72 million. Its non-GAAP profit of $0.02 per share was significantly above analysts’ consensus estimates.
Beauty, cosmetics, and personal care retailer Ulta Beauty (NASDAQ:ULTA) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 9.3% year on year to $2.79 billion. The company’s full-year revenue guidance of $12.05 billion at the midpoint came in 2.8% above analysts’ estimates. Its GAAP profit of $5.78 per share was 14.6% above analysts’ consensus estimates.
Electronics retailer Best Buy (NYSE:BBY) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 1.6% year on year to $9.44 billion. The company expects the full year’s revenue to be around $41.5 billion, close to analysts’ estimates. Its non-GAAP profit of $1.28 per share was 4.5% above analysts’ consensus estimates.
Cybersecurity AI platform provider SentinelOne (NYSE:S) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 21.7% year on year to $242.2 million. The company expects next quarter’s revenue to be around $256 million, close to analysts’ estimates. Its non-GAAP profit of $0.04 per share was $0.01 above analysts’ consensus estimates.
Footwear, apparel, and accessories retailer Genesco (NYSE:GCO) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 4% year on year to $546 million. Its non-GAAP loss of $1.14 per share was 8.6% above analysts’ consensus estimates.
Pet-focused retailer Petco (NASDAQ:WOOF) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 2.3% year on year to $1.49 billion. Its GAAP profit of $0.05 per share was significantly above analysts’ consensus estimates.
Off-price retail company Burlington Stores (NYSE:BURL) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 9.7% year on year to $2.71 billion. On the other hand, next quarter’s revenue guidance of $2.68 billion was less impressive, coming in 2.1% below analysts’ estimates. Its non-GAAP profit of $1.72 per share was 33.1% above analysts’ consensus estimates.
Computer hardware and IT solutions company Dell (NYSE:DELL) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 19% year on year to $29.78 billion. On top of that, next quarter’s revenue guidance ($27 billion at the midpoint) was surprisingly good and 3.4% above what analysts were expecting. Its non-GAAP profit of $2.32 per share was 1.1% above analysts’ consensus estimates.
Entertainment venue operator Lucky Strike (NYSE:LUCK) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 6.1% year on year to $301.2 million. The company’s full-year revenue guidance of $1.29 trillion at the midpoint came in 101,478% above analysts’ estimates. Its GAAP loss of $0.64 per share was significantly below analysts’ consensus estimates.
Intimatewear and beauty retailer Victoria’s Secret (NYSE:VSCO) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 3% year on year to $1.46 billion. On top of that, next quarter’s revenue guidance ($1.41 billion at the midpoint) was surprisingly good and 3.6% above what analysts were expecting. Its non-GAAP profit of $0.33 per share was significantly above analysts’ consensus estimates.
