Stitch Fix reported its third-quarter fiscal 2025 results with an EPS loss of $0.06, revenue of $325 million, and a net loss of $7.4 million. The company returned to year-over-year revenue growth, achieved positive free cash flow, and improved its adjusted EBITDA margin, raising its full-year revenue outlook to up to $1.259 billion. Chewy Inc. posted first-quarter 2025 revenue of $3.12 billion, up 8.3% year-over-year, with adjusted EPS of $0.35 beating estimates of $0.32. Active customers grew 3.8% to 20.75 million, with autoship sales comprising 82% of total sales. Despite the earnings beat, Chewy's stock declined due to concerns over margin pressures and valuation, with its price target lowered to $50 from $52 by TD Cowen. The company reaffirmed its full-year revenue guidance of $12.3 billion to $12.45 billion and adjusted EBITDA margin guidance of 5.4% to 5.7%. Victoria's Secret reported a mixed quarter, with Q2 adjusted EPS guidance of $0.00 to $0.15 falling short of the $0.29 estimate and revenue guidance of $1.38 billion to $1.41 billion slightly below last year's $1.417 billion. The company reaffirmed its full-year revenue outlook of $6.2 billion to $6.3 billion but trimmed operating income guidance to $270 million to $320 million, citing a $50 million tariff impact. Victoria's Secret is also reducing promotional discounts amid tariff pressures. J.Jill reported a 6% decline in comparable sales and adjusted EPS of $0.88, down from $1.22 previously, leading the company to withdraw its 2025 guidance. The Lovesac Company posted a first-quarter fiscal 2026 loss of $0.73 per share on revenue of $138.4 million, driven by showroom expansion and product innovation despite macroeconomic challenges. Hooker Furnishings reported a first-quarter loss of $0.29 per share on revenue of $85.3 million, with cost-saving initiatives reducing operating losses by 31% despite an 8.8% sales decline. Both Lovesac and Hooker Furnishings stocks fell by 17% and 12%, respectively, following their earnings releases.
Not that they compete directly with $RH, but we did get two public company furniture earnings this morning, $LOVE and $HOFT. How are they faring? Not well at all... $LOVE -17% $HOFT -12% https://t.co/ZDjuIMQOGm
Victoria’s Secret digital disaster will cost more than cash https://t.co/XGguqz5a1M
$LOVE ...Hooker and Love report the same morning....MMMM... Reports Q1 (Apr) loss of $0.73 per share, $0.06 better than the FactSet Consensus of ($0.79); revenues rose 4.4% year/year to $138.4 mln vs the $137.3 mln FactSet Consensus.Increase of 2.8% in omni-channel comparable net https://t.co/beej2hKvx5