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Income statement, balance sheet, and cash flow—connected to the customer situation, marketing choices, operating indicators, and real competitive alternatives.

53 earnings analyses

Primary sources · US GAAP · USD millions

FY2026 · LZB

La-Z-Boy FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

La-Z-Boy reported $2.1B in revenue and $129M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · CPRI

Capri Holdings FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

Capri Holdings reported $3.5B in revenue and $23M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · VFC

VF Corporation FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

VF Corporation reported $9.6B in revenue and $577M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · BOOT

Boot Barn Holdings FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

Boot Barn Holdings reported $2.3B in revenue and $299M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · PLCE

The Children's Place FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

The Children's Place reported $1.2B in revenue and -$57M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · TLYS

Tilly's FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

Tilly's reported $554M in revenue and -$19M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · CAL

Caleres FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

Caleres reported $2.8B in revenue and $6M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · LOVE

The Lovesac Company FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

The Lovesac Company reported $697M in revenue and $5M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · URBN

Urban Outfitters FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

Urban Outfitters reported $6.2B in revenue and $606M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · RH

RH FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

RH reported $3.4B in revenue and $387M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · BKE

The Buckle FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

The Buckle reported $1.3B in revenue and $261M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · ROST

Ross Stores FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

Ross Stores reported $22.8B in revenue and $2.1B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · TJX

TJX Companies FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

TJX Companies reported $60.4B in revenue and $5.5B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · PVH

PVH FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

PVH reported $9B in revenue and $25M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · CURV

Torrid Holdings FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

Torrid Holdings reported $1B in revenue and $21M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · JILL

J.Jill FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

J.Jill reported $597M in revenue and $51M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · AEO

American Eagle Outfitters FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

American Eagle Outfitters reported $5.5B in revenue and $226M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · DBI

Designer Brands FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

Designer Brands reported $2.9B in revenue and $48M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · M

Macy's FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

Macy's reported $21.8B in revenue and $1B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · OXM

Oxford Industries FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

Oxford Industries reported $1.5B in revenue and -$31M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · VRA

Vera Bradley FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

Vera Bradley reported $270M in revenue and -$32M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · ANF

Abercrombie & Fitch FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

Abercrombie & Fitch reported $5.3B in revenue and $699M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · ULTA

Ulta Beauty FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

Ulta Beauty reported $12.4B in revenue and $1.5B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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FY2026 · WSM

Williams-Sonoma FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin

Williams-Sonoma reported $7.8B in revenue and $1.1B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.

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