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Reposted by Scott Stinson

CNBC

@cnbc.com

Ulta shares pop as beauty retailer hikes sales and earnings outlook for second straight quarter

Ulta easily beat Wall Street's earnings expectations for its third quarter.

cnb.cx

December 4, 2025 at 9:24 PM

Scott Stinson

@retailbroker.bsky.social

Wow......

George Pearkes @peark.es · 6d

And now Macy's with a convincing beat. I believe this is the strongest comps print since 2015? @retailguru.bsky.social is that right?

2026 YEAR FORECAST
Sees adjusted EPS $2 to $2.20, saw $1.70 to $2.05, estimate $1.99 (Bloomberg Consensus)
Sees net sales $21.48 billion to $21.63 billion, saw $21.15 billion to $21.45 billion, estimate $21.3 billion
THIRD QUARTER RESULTS
Adjusted EPS 9c vs. 4.0c y/y, estimate loss/shr 14c
EPS 4c vs. 10c y/y
Total revenue $4.91 billion, estimate $4.75 billion
Net sales $4.71 billion, -0.6% y/y, estimate $4.56 billion
Gross margin 39.4% vs. 39.6% y/y, estimate 39.1%
Inventory $6.30 billion, +0.7% y/y, estimate $5.35 billion (2 estimates)
SG&A expense $2.02 billion vs. $2.06 billion y/y, estimate $2 billion
Owned basis comparable sales +2.5% vs. -2.4% y/y, estimate -1.03%
Owned plus licensed comparable sales +3.2%, estimate +0.56%
COMMENTARY AND CONTEXT
Decline in gross margin reflects 50 basis point tariff impact, "which was better than company expectations, reflecting positive response to mitigation actions"
"The company remains committed to the Bold New Chapter strategy and reinvesting most of the savings from the strategy to support long-term sales growth"
For full year, sees comparable owned-plus-licensed-plus-marketplace sales flat to up about 0.5%, in September saw a decline in range of about -1.5% to -0.5%
Sees full-year adj. Ebitda 7.8%-8% of total revenue, saw 7.4%-7.9%

December 3, 2025 at 12:01 PM

Reposted by Scott Stinson

George Pearkes

@peark.es

DLTR is as clean a read on the bottom segment of the K as you can get. Comps in-line up over 4% YoY w/ similar guide for Q4, raised FY sales guide, Q4 EPS guide > consensus.

*DLTR 3Q DOLLAR TREE SEGMENT COMP SALES +4.2%, EST. +4.17%
*DOLLAR TREE SEES FY25 COMP STORE NET SALES GROWTH 5.0%-5.5%

December 3, 2025 at 11:35 AM

Scott Stinson

@retailbroker.bsky.social

Alright STL Bluesky peeps - Giving Tuesday - want to throw East St. Louis Community Tennis Association in your options. They along with many partners have built nine new tennis courts in East St. Louis and teach tennis year round. Here is the donation link: eaststlouiscta.org/get-involved...

Young tennis player about to strike the ball

Aerial view of new East St. Louis High School Tennis courts

December 2, 2025 at 11:53 AM

Scott Stinson

@retailbroker.bsky.social

Well @stltoday.com how about it........

Nieman Lab @niemanlab.org · 8d

How The Salt Lake Tribune spent 2025 preparing for a 2026 without subscription revenue www.niemanlab.org/2025/11/how-...

How The Salt Lake Tribune spent 2025 preparing for a 2026 without subscription revenue

Personally, my favorite form of journalistic impact is when the reporting becomes a central plot point on a Real Housewives franchise. In the Season 6 premiere of The Real Housewives of Salt Lake…

www.niemanlab.org

December 1, 2025 at 11:51 AM

Scott Stinson

@retailbroker.bsky.social

@kzieff.bsky.social you read this?

November 29, 2025 at 6:25 PM

Scott Stinson

@retailbroker.bsky.social

Made the mistake of buying a giant bag of Costco cranberries...... so oatmeal, cranberry bars here we come!

November 29, 2025 at 2:00 PM

Scott Stinson

@retailbroker.bsky.social

Where is all that snow????

November 29, 2025 at 8:43 AM

Scott Stinson

@retailbroker.bsky.social

Thankful for these guys..... threefourteen you copy???

November 27, 2025 at 6:07 PM

Reposted by Scott Stinson

George Pearkes

@peark.es

Best Buy and Kohl's both beat and raise

November 25, 2025 at 12:00 PM

Scott Stinson

@retailbroker.bsky.social

Rolling around on the River Des Peres trail with a lunch stop at Bolyards.

Cyclist riding through pine trees on a paved trail

Cuban Sandwich and Pork Rinds at Bolyard's Meat Shop

November 22, 2025 at 8:17 PM

Reposted by Scott Stinson

George Pearkes

@peark.es

Private equity parent of Hooters, PF Changs, and Denny's reportedly nearing a purchse of Papa John's (PZZA).

Papa John’s Close To $65-per-share Private Takeover Deal With TriArtisan Capital | ABC Money

Papa John’s International Inc. (NASDAQ: PZZA) is nearing a potential buyout that would see the business taken private in an all-cash transaction by a

www.abcmoney.co.uk

November 10, 2025 at 3:34 PM

Scott Stinson

@retailbroker.bsky.social

My Montgomery Ward catalog arrived.... WTF

November 8, 2025 at 11:19 PM

Scott Stinson

@retailbroker.bsky.social

Great talk by one of St. Louis oldest independent Booksellers! youtu.be/BMzsnNZzfHI?...

Bookselling is a conversation with its community | Kris Kleindienst | TEDxStLouisWomen

YouTube video by TEDx Talks

youtu.be

November 8, 2025 at 11:32 AM

Scott Stinson

@retailbroker.bsky.social

20 miles today to the Legendary Mustang Sanctuary and Legendary Panteras Pizza

November 2, 2025 at 10:39 PM

Scott Stinson

@retailbroker.bsky.social

Southern Illinois trip yesterday. Had lunch at the 130+ year old Louie's P&R Deli where my ancestors likely ate back in the day. This is the famous Salameat Sandwich.

October 31, 2025 at 10:54 AM

Scott Stinson

@retailbroker.bsky.social

#shoplocal folks! Put your money where you live.

Robert Reich @rbreich.bsky.social · Oct 25

A new report finds corporations like Kroger and McDonald's are using digital loyalty programs to track your data and potentially charge you more.

It's a tactic known as surveillance pricing.

Former FTC Chair Lina Khan explains. https://youtu.be/-cbtUYshYM8?si=GPRt5_WnLehnjgWR