
Several major retailers and technology companies reported their first-quarter fiscal 2025 and 2026 earnings, highlighting mixed results amid ongoing tariff pressures and evolving market dynamics. Pure Storage posted Q1 FY26 revenue of $778.5 million, a 12% year-over-year increase, driven by a 70% surge in Storage-as-a-Service total contract value, with subscription services now constituting over half of total revenue. The company reported a non-GAAP operating income of $82.7 million and free cash flow of $211.6 million. Burlington Stores reported Q1 fiscal 2025 revenue of $2.50 billion, a 6% increase, with adjusted EPS of $1.60 beating estimates despite tariff-related margin pressures; CEO Michael OโSullivan expressed confidence in offsetting tariff impacts. Bath & Body Works delivered a strong start to fiscal 2025 with Q1 revenue of $1.42 billion, up 2.9%, and EPS of $0.49, a 29% increase, exceeding guidance; Daniel Heaf joined as CEO. Best Buy reported Q1 FY26 revenue of $8.77 billion, slightly down 0.9% year-over-year, with adjusted EPS of $1.15, surpassing estimates; online sales increased 2.1%, offsetting declines in other segments. Build-A-Bear Workshop achieved record-breaking Q1 fiscal 2025 results with revenue of $128.4 million and adjusted EPS of $1.17, supported by global store expansion and disciplined cost control. UiPath exceeded expectations with Q1 FY26 revenue of $357 million, a 6% increase, and adjusted EPS of $0.11; annual recurring revenue grew 12% to $1.693 billion. Gap Inc. reported Q1 fiscal 2025 revenue of $3.46 billion, up 2%, with EPS of $0.51 beating estimates; comparable sales rose 2%, driven by Old Navy and Gap brands. Overall, these companies navigated challenges including tariffs, shifting consumer demand, and competitive pressures while maintaining or raising guidance for the full fiscal year.































$PATH | UiPath (PATH) Analyst Target Summary https://t.co/n0ECSiXkrT https://t.co/lBj6qsPdb3
$GAP Q1 Earnings Highlights ๐น Revenue: $3.5B (Est. $3.42B) ๐ข +2% YoY ๐น EPS: $0.51 (Est. $0.45) ๐ข ๐น Comparable Sales: +2% (Est. +1.6%) ๐ข Tariff Impact: ๐ธ Minimal in Q2. ๐ธ FY gross impact of $250Mโ$300M if tariffs stay; after mitigation, net ~$100Mโ$150M weighted to H2.
$PATH | UiPath Q1 Earnings Highlights ๐น Revenue: $356.6M (Est. $332.8M) ๐ข +6% YoY ๐น Adj. EPS: $0.11 (Est. $0.10) ๐ข ๐น ARR: $1.693B; +12% YoY; Net New ARR: $27M ๐น Dollar-Based Net Retention: 108%