$CHRW TTN Summary of 12:00ET Wells Fargo Industrials & Materials Conference 2025: Trucking volumes and rates held within the trough of a 38–39-month freight recession through Q2, with worst-case dips avoided after tariff announcements; Ocean forwarding rates to normalize lower
$AFRM TTN Summary of 11:00ET Nasdaq Investor Conference 2025: Q4 GMV growth expected at ~34% y/y, moderating from Q3’s 36% but reflecting sustained 40% growth in March and April before conservatism baked in. (Affirm Holdings Inc) (More at https://t.co/gc8tDfrZaB)
$LEA TTN Summary of 11:15ET Wells Fargo Industrials & Materials Conference 2025: Q2 guidance: anticipating $5.9 billion in revenue, $260–270 million in operating income (mid-single-digit margin) and $50–100 million in free cash flow, with plans to restart share repurchases (~$25
Stitch Fix Inc. reported fiscal third-quarter revenue of $325.0 million, a 0.7% increase from a year earlier and its first return to year-over-year growth in several quarters. The online personal-styling company recorded a GAAP loss of $0.06 per share, equivalent to a $7.4 million net loss, while generating adjusted EBITDA of $11.0 million. Management credited disciplined execution and higher average order values for the improvement and raised the full-year revenue forecast to as much as $1.259 billion. Although active clients declined 10.6% from a year earlier to 2.35 million, the company pointed to continued spending strength among its core customers and positive free cash flow. Investors reacted positively to the guidance boost, pushing the shares up about 19% in pre-market trading on Wednesday, reversing a slight after-hours dip following the earnings release.