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Ulta Beauty's Glow-Up: Retailer Beats Street, Raised Outlook Lifts Shares
Friday, May 30, 2025 - 3:14pm | 392Ulta Beauty Inc (NASDAQ:ULTA) shares rallied in early trading on Friday, after the company reported on Thursday upbeat first-quarter results. Here are some key analyst takeaways: Piper Sandler analyst Korinne Wolfmeyer maintained a Neutral rating, while raising the price target from $386 to $437....
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Macy's Analysts See Tariffs, Promotions Pressuring Outlook Despite Q1 Beat
Thursday, May 29, 2025 - 11:11am | 552Macy’s Inc. (NYSE:M) reported its first-quarter results on Wednesday, with sales and earnings topping expectations. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Macy’s Analyst Brooke Roach maintained a Neutral rating,...
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Ross Stores: Solid Q1 Beat, Guidance Withdrawn On Macro Uncertainty — Analysts Cut Price Target
Friday, May 23, 2025 - 2:13pm | 544Ross Stores Inc (NASDAQ:ROST) shares tanked after the company on Thursday reported its first-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Ross Stores Analyst Matthew Boss reiterated an Overweight rating, while slashing the...
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Ralph Lauren Delivers Q4 Beat Against Elevated Expectations; These Analysts Hike Price Target
Friday, May 23, 2025 - 2:13pm | 542Shares of Ralph Lauren Corp (NYSE:RL) came under pressure, despite the company Thursday reporting upbeat fiscal fourth-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Ralph Lauren Analyst Matthew Boss reiterated an Overweight...
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Urban Outfitters Surges After Q1 Beat: Analysts Highlight Margin Strength, Sales Momentum
Thursday, May 22, 2025 - 1:20pm | 434Shares of Urban Outfitters Inc (NASDAQ:URBN) rallied after the company Wednesday reported its first-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Urban Outfitters Analyst Matthew Boss reiterated an Overweight rating while...
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Coach Captures Gen Z Wallets, Drives Tapestry's EPS Upgrade, Says Analyst
Friday, May 9, 2025 - 1:50pm | 466Telsey Advisory Group analyst Dana Telsey reiterated an Outperform rating on the shares of Tapestry Inc (NYSE:TPR) with a price forecast of $92. Tapestry remains strong despite a challenging macroeconomic environment, benefiting from solid revenue growth and effective cost controls, said the...
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Peloton Interactive Posts Strong Q3 Earnings Beat; Revenues To 'Face Meaningful Headwinds,' Analysts Say
Friday, May 9, 2025 - 11:41am | 380Peloton Interactive Inc (NASDAQ:PTON) reported its fiscal third-quarter results on Thursday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Telsey Advisory Group On Peloton Interactive Analyst Dana Telsey maintained a Market Perform rating, while...
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Steven Madden's 3-Pronged Tariff Mitigation Plan Stands Out To Analyst
Thursday, May 8, 2025 - 2:36pm | 301While Steven Madden Ltd (NASDAQ:SHOO) reported a "significant" earnings beat on Wednesday, Telsey Advisory Group reported that the company withdrew its full-year guidance due to tariff-related uncertainty. The Steven Madden Analyst: Analyst Dana Telsey maintained a Market Perform rating and price...
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Waldencast Q1 Preview: Beauty Brand Glow Dims On Soft Margins, Flat Sales
Tuesday, May 6, 2025 - 1:09pm | 310Waldencast PLC (NASDAQ:WALD) is scheduled to report its first-quarter results on May 13, after the market close. The company is likely to miss margin and earnings expectations, according to Telsey Advisory Group. The Waldencast Analyst: Analyst Dana Telsey maintained an Outperform rating and price...
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ThredUp Shares Jump 32% On Record Customer Growth, Upbeat Forecast; Analyst Sees More Upside
Tuesday, May 6, 2025 - 10:49am | 284ThredUp Inc. (NASDAQ:TDUP) reported a good first-quarter beat and raised its full-year guidance, driven by record new buyer growth, according to Telsey Advisory Group. The ThredUp Analyst: Analyst Dana Telsey maintained an Outperform rating, while raising the price target from $6 to $7. The ThredUp...
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Versace Exit Is Capri's Big Bet On Michael Kors Revival, Says Analyst
Friday, April 11, 2025 - 2:35pm | 394Telsey Advisory Group analyst Dana Telsey reiterated a Market Perform rating on the shares of Capri Holdings Ltd (NYSE:CPRI) and lowered the price forecast from $23.00 to $17. Capri announced yesterday it will sell the Versace brand to Prada for $1.375 billion in cash, with the deal expected to...
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This Apparel Group 'Not In A Panic Mode' Over Trump Tariffs, Although Uncertainty Looms
Friday, April 4, 2025 - 12:01pm | 341G-III Apparel Group Ltd (NASDAQ:GIII) shares were trading under pressure despite the company reporting upbeat fourth-quarter results. According to Telsey Advisory Group, a meeting with the management highlighted a "more challenging sourcing environment" due to looming tariffs and some growth...
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Kohl's Shares Tumble, But Analyst Sees Promise In New CEO's Strategy
Thursday, April 3, 2025 - 11:33am | 392Shares of Kohl's Corp (NYSE:KSS) tanked on Thursday after the company announced plans to close stores. A meeting with the company's new CEO Ashley Buchanan highlighted management's turnaround plan that will be put in place this year, according to Telsey Advisory Group. The Kohl's Analyst: Analyst...
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Macy's Leadership Changes 'Not A Complete Surprise': Analyst
Wednesday, April 2, 2025 - 11:27am | 350Macy’s Inc's (NYSE:M) has announced several changes to its leadership team. The management transition "does not come as a complete surprise," with Tony Spring beginning his second year as CEO, according to Telsey Advisory Group. The Macy’s Analyst: Analyst Dana Telsey maintained a...
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Lululemon Disappoints In Q4, Analysts Say Brand Is 'Strong But Overstretched'
Friday, March 28, 2025 - 12:19pm | 817Shares of Lululemon Athletica Inc (NASDAQ:LULU) tanked almost 15% at last check on Friday despite the apparel company’s upbeat fourth-quarter report. Here are some key analyst takeaways. BMO Capital Markets analyst Simeon Siegel reiterated a Market Perform rating, while reducing the price...