Consumer Retail Stocks Q4 Recap: Benchmarking Walgreens (NASDAQ:WBA)

April 03, 2025 at 05:14 AM EDT

WBA Cover Image

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.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

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