BAF NEWS

Dick's Sporting Goods raises 2025 guidance after reporting strong Q3 results, increasing its comparable sales growth outlook to 3.5%–4.0% and adjusted EPS to $14.25–$14.55. The update reflects resilient demand and broad-based momentum, though shares fell as investors weighed execution risks.

J.M. Smucker Q2 FY2026 earnings highlight a 3% rise in net sales to $2.33B, driven by pricing rather than volume, with GAAP EPS up but adjusted EPS down 24% due to margin and mix pressures. The company narrowed its FY2026 guidance, emphasizing the importance of meeting tighter targets amid ongoing volume softness in key segments.

Kohl's raises FY2025 outlook November 2025 after a stronger-than-expected Q3, narrowing its adjusted EPS guidance to $1.25–$1.45 and improving margin forecasts despite declining sales. The announcement, paired with a new CEO appointment, led to a 26% stock surge as investors focused on margin execution and turnaround initiatives.

Abercrombie & Fitch Q3 2025 earnings highlight 7% sales growth to $1.29 billion, a 12% operating margin, and EPS of $2.36. Management raised and narrowed full-year guidance, signaling confidence with a 6%–7% sales growth outlook and robust share repurchases. Brand performance was mixed, with Hollister up and Abercrombie down.

Alibaba September 2025 earnings saw revenue rise 5% to RMB 247.8B, surpassing estimates, while net income dropped 53% to RMB 20.6B. Cloud and AI drove top-line growth, with Alibaba Cloud revenue up 34% and AI products maintaining strong momentum. However, heavy reinvestment and competition weighed on profitability.