As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the consumer retail industry, including Walgreens (NASDAQ: WBA) and its peers.
Consumer retail companies operate the brick-and-mortar stores where consumers have shopped for centuries. The way people shop is changing with increased penetration of technology, but these retailers are adapting and still very much a part of the consumer fabric.
The 62 consumer retail stocks we track reported a mixed Q4. As a group, revenues were in line with analysts’ consensus estimates while next quarter’s revenue guidance was 3% below.
Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 8.1% since the latest earnings results.
Walgreens (NASDAQ: WBA)
Primarily offering prescription medicine, health, and beauty products, Walgreens Boots Alliance (NASDAQ: WBA) is a pharmacy chain formed through the 2014 major merger of American company Walgreens and European company Alliance Boots.
Walgreens reported revenues of $39.46 billion, up 7.5% year on year. This print exceeded analysts’ expectations by 5.7%. Overall, it was a stunning quarter for the company with an impressive beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.
“Our first quarter results reflect our disciplined execution against our 2025 priorities: stabilizing the retail pharmacy by optimizing our footprint, controlling operating costs, improving cash flow and continuing to address reimbursement models”Post this Chief Executive Officer Tim Wentworth said:
The stock is up 20.4% since reporting and currently trades at $11.09.
Is now the time to buy Walgreens? Access our full analysis of the earnings results here, it’s free.
Best Q4: America's Car-Mart (NASDAQ: CRMT)
With a strong presence in the Southern and Central US, America’s Car-Mart (NASDAQ: CRMT) sells used cars to budget-conscious consumers.
America's Car-Mart reported revenues of $325.7 million, up 8.7% year on year, outperforming analysts’ expectations by 15.2%. The business had an incredible quarter with an impressive beat of analysts’ EPS estimates and a solid beat of analysts’ gross margin estimates.
America's Car-Mart pulled off the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 18.3% since reporting. It currently trades at $45.47.
Is now the time to buy America's Car-Mart? Access our full analysis of the earnings results here, it’s free.
Weakest Q4: Monro (NASDAQ: MNRO)
Started as a single location in Rochester, New York, Monro (NASDAQ: MNRO) provides common auto services such as brake repairs, tire replacements, and oil changes.
Monro reported revenues of $305.8 million, down 3.7% year on year, falling short of analysts’ expectations by 1.5%. It was a disappointing quarter as it posted a significant miss of analysts’ EBITDA and EPS estimates.
As expected, the stock is down 35.8% since the results and currently trades at $14.12.
Read our full analysis of Monro’s results here.
Abercrombie and Fitch (NYSE: ANF)
Founded as an outdoor and sporting brand, Abercrombie & Fitch (NYSE: ANF) evolved to become a specialty retailer that sells its own brand of fashionable clothing to young adults.
Abercrombie and Fitch reported revenues of $1.58 billion, up 9.1% year on year. This number topped analysts’ expectations by 1.2%. Zooming out, it was a slower quarter as it recorded EPS guidance for next quarter missing analysts’ expectations significantly and a miss of analysts’ gross margin estimates.
The stock is down 18.5% since reporting and currently trades at $78.35.
Read our full, actionable report on Abercrombie and Fitch here, it’s free.
Arhaus (NASDAQ: ARHS)
With an aesthetic that features natural materials such as reclaimed wood, Arhaus (NASDAQ: ARHS) is a high-end furniture retailer that sells everything from sofas to rugs to bookcases.
Arhaus reported revenues of $347 million, flat year on year. This print was in line with analysts’ expectations. Zooming out, it was a mixed quarter as it also produced a solid beat of analysts’ gross margin estimates but full-year EBITDA guidance missing analysts’ expectations.
The stock is down 39.6% since reporting and currently trades at $7.21.
Read our full, actionable report on Arhaus here, it’s free.
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