Allbirds, Inc.

Tapestry, Inc. TPR continues to drive its growth strategy through international expansion. In third-quarter fiscal 2025, the company reported an 8% increase in international revenues at constant currency, reflecting strong performance across key global markets.
Europe was the standout region, with a 35% revenue growth rate, driven by robust local consumer demand and significant customer acquisition, especially among Gen Z. Tapestry views Europe as an underpenetrated market and expects 30% growth for the year, signaling opportunities for expansion.
In the Asia-Pacific region, TPR recorded a 4% revenue increase, with Greater China showing 5% growth despite broader category declines in the market. The company’s success in China is largely due to its targeted approach toward younger consumers, particularly Gen Z, and its strong brand positioning. Tapestry emphasized that it has not observed any adverse impacts of anti-American sentiment, and consumer engagement with its brands remains healthy. The company remains confident in China’s long-term growth potential and continues to invest in the region to capture opportunities.
TPR’s agile and diversified supply chain plays a key role in supporting its international growth. Approximately 70% of its manufacturing is based outside China, mainly in Vietnam, Cambodia and the Philippines. This geographic diversity helps mitigate geopolitical risks and tariff-related impacts. Tapestry has also taken proactive steps like inventory pull-forward and supply-chain optimizations to minimize potential disruptions while maintaining its focus on quality and brand integrity.
TPR’s Digital Strength & Global Expansion
Digital expansion is another cornerstone of Tapestry’s international growth strategy. Digital sales grew at a mid-teens rate and now account for roughly 30% of total revenues. This complements strong performance in brick-and-mortar retail, wherein global sales grew at a mid-single-digit rate. The omnichannel approach allows TPR to engage with international customers across both digital and physical platforms, enhancing its reach and customer experience worldwide.
The Coach brand remains a key driver of TPR’s international momentum. The popularity of collections like Tabby and New York has resonated strongly with global consumers, particularly Gen Z. The company’s marketing strategy blends global brand consistency with localized relevance, ensuring strong consumer connections in each market. Experiential retail initiatives, like Coach Play concept stores, are strengthening engagement and driving repeat visits.
The company raised its financial outlook for fiscal 2025. It expects revenues of $6.95 billion, indicating 4% growth from the prior year on a reported basis. This revised forecast is ahead of the previous guidance of 3% growth. Regionally, the company expects sales to grow 3-4% in North America, 30% in Europe, in the low-single digits in Greater China and the high-single digits in other parts of Asia, along with a mid-single-digit decline in Japan. TPR remains confident that international expansion will continue to fuel its long-term growth and market leadership.
Tapestry’s Valuation Picture
TPR is currently trading at a forward 12-month price-to-earnings (P/E) multiple of 16.08X, which positions it at a discount compared with the Retail-Apparel and Shoes industry’s average of 17.41X. Also, TPR is priced lower than the Retail-Wholesale sector’s average of 24.33X.
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TPR’s Stock Performance
Shares of this Zacks Rank #3 (Hold) company have rallied 18.4% in the past three months compared with the Zacks industry’s 7.3% growth. This leading lifestyle specialty retailer’s ongoing strategic initiative and operational efficiencies have enabled it to outperform the broader sector and the S&P 500 index’s growth of 3.2% and 5.2%, respectively, during the same period.
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Closing at $87.26 as of yesterday, the TPR stock is trading 4% below its 52-week high of $90.85 attained on Feb. 18, 2025. The stock is trading above its 50 and 200-day SMAs (simple moving averages) of $76.37 and $65.83, respectively, highlighting a continued uptrend.
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Upward Estimate Revisions Favor Tapestry Stock
The positive sentiment surrounding TPR is reflected in the upward revisions in the Zacks Consensus Estimate for earnings. In the past 60 days, the consensus estimate has moved up 13 cents to $5.05 per share for the current fiscal year and by 12 cents to $5.43 for the next fiscal year, indicating year-over-year growth of 17.7% and 7.6%, respectively. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)
The Zacks Consensus Estimate for the current and the next fiscal year’s sales is pegged at $6.96 billion and $7.17 billion, implying year-over-year growth of 4.3% and 3%, respectively.
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Key Picks
Some better-ranked stocks are Urban Outfitters Inc. URBN, Canada Goose GOOS and Allbirds Inc. BIRD.
Urban Outfitters is a lifestyle specialty retailer that offers fashion apparel and accessories, footwear, home decor and gift products. It currently flaunts a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for URBN’s fiscal 2026 earnings and sales implies growth of 22.2% and 8.5%, respectively, from the year-ago actuals. URBN delivered a trailing four-quarter average earnings surprise of 29%.
Canada Goose is a global outerwear brand. GOOS is a designer, manufacturer, distributor and retailer of premium outerwear for men, women and children. It carries a Zacks Rank #2 at present.
The Zacks Consensus Estimate for Canada Goose’s current fiscal year’s earnings and sales implies growth of 10% and 2.9%, respectively, from the year-ago actuals. Canada Goose delivered a trailing four-quarter average earnings surprise of 57.2%.
Allbirds is a lifestyle brand that uses naturally derived materials to make footwear and apparel products. It carries a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for Allbirds’ current financial year’s earnings implies growth of 16.1% from the year-ago actual. The company delivered a trailing four-quarter average earnings surprise of 21.3%.
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Is TPR's International Expansion the Key to Its Long-Term Success?

Tapestry, Inc.’s TPR Coach brand delivered exceptional performance in the third quarter of fiscal 2025, achieving net sales of $1.29 billion, reflecting a 13% year-over-year increase on a reported basis and 15% growth on a constant-currency basis. The results reinforce Coach's leadership in the accessible luxury segment. Coach continues to thrive as Tapestry’s top-performing brand, driven by strong brand equity, product innovation and deep engagement with consumers.
Coach achieved a record 79% gross margin in the fiscal third quarter, supported by operational efficiency and premium pricing power. Average Unit Retail (AUR) grew in the mid-teens, with AUR in North America now approximately 70% higher than in 2019. The brand has raised AUR in 18 of the last 20 quarters not only by simply raising prices but also by delivering perceived customer value through compelling products and emotional storytelling.
Coach’s leather goods business saw strong double-digit growth in the fiscal third quarter, led by the Tabby and New York collections. Several key products, such as the Kiss Lock Bag, sold out within minutes. Footwear also contributed to growth, led by the Soho and Highline sneakers, designed for younger, fashion-forward consumers. The “One Coach” strategy, which aligns product and pricing across both outlet and full-price channels, drove engagement and margin expansion.
Looking ahead, Coach is central to Tapestry’s upgraded fiscal 2025 guidance. The company expects revenues of $6.95 billion, indicating 4% growth from the prior year on a reported basis. This revised forecast is ahead of the previous guidance, which called for 3% growth.
Regionally, the company expects sales to grow 3-4% in North America, around 30% in Europe, in the low-single digits in Greater China and the high-single digits in other parts of Asia. The operating margin is expected to expand 100 basis points year over year. Earnings per share are forecast to be $5.00, implying high-teens percentage growth from the prior year’s actual and exceeding the earlier mentioned $4.85-$4.90. With a clear focus on customer acquisition, product excellence and omnichannel experience, Coach is well-positioned for continued sustainable growth andglobal marketshare expansion.
TPR’s Zacks Rank & Share Performance Details
Shares of this Zacks Rank #3 (Hold) company have rallied 27.1% in the past six months compared with the Zacks Retail-Apparel and Shoes industry’s sharp 16.8% decline. This leading lifestyle specialty retailer’s ongoing strategic initiative and operational efficiencies have enabled it to outperform the broader Retail-Wholesale sector and the S&P 500 index’s decline of 0.1% and growth of 1.3%, respectively, during the same period.
TPR Stock Past 6-Month Performance
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Closing at $84.26 as of yesterday, the TPR stock is trading 7.3% below its 52-week high of $90.85 attained on Feb. 18, 2025. Technical indicators support Tapestry’s strong performance. The stock is trading above its 50 and 200-day SMAs (simple moving averages) of $74.23 and $64.73, respectively, highlighting a continued uptrend. This technical strength, along with sustained momentum, indicates positive market sentiment and investors’ confidence in TPR’s financial health and growth prospects.
TPR Trades Above 50 & 200-Day Moving Averages
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Upward Estimate Revisions Favor Tapestry Stock
The positive sentiment surrounding TPR is reflected in the upward revisions in the Zacks Consensus Estimate for earnings. In the past 60 days, the consensus estimate has moved up 13 cents to $5.05 per share for the current fiscal year and by 10 cents to $5.43 for the next fiscal year, indicating year-over-year growth of 17.7% and 7.5%, respectively. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)
The Zacks Consensus Estimate for the current and the next fiscal year’s sales is pegged at $6.96 billion and $7.17 billion, respectively, implying year-over-year growth of 4.3% and 3%.
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Key Picks
Some better-ranked stocks are Stitch Fix SFIX, Canada Goose GOOS and Allbirds Inc. BIRD.
Stitch Fix delivers customized shipments of apparel, shoes and accessories for women, men and kids. It carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Stitch Fix’s current fiscal year’s earnings implies growth of 69.7% from the year-ago actuals. SFIX delivered a trailing four-quarter average earnings surprise of 51.4%.
Canada Goose is a global outerwear brand. GOOS is a designer, manufacturer, distributor and retailer of premium outerwear for men, women and children. It carries a Zacks Rank #2 at present.
The Zacks Consensus Estimate for Canada Goose’s current fiscal year’s earnings and sales indicates growth of 10% and 2.9%, respectively, from the year-ago actuals. Canada Goose delivered a trailing four-quarter average earnings surprise of 57.2%.
Allbirds is a lifestyle brand that uses naturally derived materials to make footwear and apparel products. It carries a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for BIRD’s current financial-year earnings implies growth of 16.1% from the year-ago actual. The company delivered a trailing four-quarter average earnings surprise of 21.3%.
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Coach Powers Tapestry's Momentum: Find Out What's Driving it

Ralph Lauren Corporation RL posted impressive fourth-quarter fiscal 2025 results, wherein the top and bottom lines increased year over year and surpassed the Zacks Consensus Estimate. The fiscal fourth-quarter results put an emphasis on the company’s strong brand momentum, operational discipline and strategic execution. The results mark a successful close to the Next Great Chapter: Accelerate plan, while setting the stage for continued growth in fiscal 2026 through diversified category, geographic and channel expansion.
RL reported adjusted earnings per share of $2.27, which surpassed the consensus estimate of $2.00. Also, the bottom line increased 32.7% from $1.71 per share in the year-earlier quarter. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)
Ralph Lauren Corporation Price, Consensus and EPS Surprise
Ralph Lauren Corporation price-consensus-eps-surprise-chart | Ralph Lauren Corporation Quote
Net revenues grew 8% year over year to $1,697 million and beat the Zacks Consensus Estimate of $1,635 million. On a constant-currency (cc) basis, revenues were up 10% from the year-ago quarter. The top line witnessed growth across all regions, driven by brand strength, pricing efforts and continued strategic investments.
Global direct-to-consumer comparable store sales (comps) jumped 13%, backed by continued brand elevation, high single-digit growth in average unit retail (AUR) and positive retail comps at all regions and channels. The top line was negatively impacted by 210 basis points (bps) from foreign currency rates.
Shares of this Zacks Rank #3 (Hold) company have gained 24.9% in the past six months compared with the industry’s decline of 10.2%.
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Ralph Lauren’s Segmental Details
North America: The segment’s revenues were up 6% year over year to $705 million. Comps for North America’s retail channel rose 9% year over year, while those for brick-and-mortar stores and digital commerce moved up 9% and 8%, respectively. Revenues from the North America wholesale business rose 1% year over year.
Europe: The segment’s revenues rose 12% year over year to $526 million. The metric was up 16% on a currency-neutral basis. Comps for the retail channel in Europe were up 18%, while brick-and-mortar stores grew 16% year over year. Digital sales witnessed a 25% rise. Revenues for the segment’s wholesale business increased 10% on a reported basis and rose 14% on a cc basis, supported by solid reorder activity and favorable timing shifts, highlighting strong demand and execution across channels.
Asia: The segment’s revenues increased 9% year over year to $432 million on a reported basis and 13% on a currency-neutral basis. Comps in Asia were up 15%, backed by 13% growth in brick-and-mortar stores and a 27% increase in the digital business.
A Look at RL’s Margins & Costs
Ralph Lauren's adjusted gross profit margin expanded 200 bps year over year to 68.6%. This was mainly driven by favorable geographic, channel, and product mix, AUR growth, and lower cotton costs offsetting higher pressure from non-cotton product costs.
Adjusted operating expenses rose 9% from the year-ago period to $990 million. Adjusted operating expenses, as a percentage of sales, expanded 60 bps to 58.4%.
The company’s adjusted operating income was $175 million for the reported quarter. The adjusted operating margin increased 160 bps year over year to 10.3%.
Ralph Lauren’s Financials
Ralph Lauren ended fiscal 2025 with cash and short-term investments of $2.1 billion, total debt of $1.1 million, and total shareholders’ equity of $2.6 billion. Inventory gained 5% year over year to $950 million at the end of fiscal 2025.
The company reported $216 million in capital expenditures for fiscal 2025, up from $165 million in the prior year, primarily driven by investments in new store openings, renovations, digital enhancements, and technology.
The company repurchased nearly $425 million of Class A Common Stock in fiscal 2025, with $352 million remaining under its existing plan. Additionally, the board authorized a new $1.5 billion share repurchase program, reinforcing confidence in RL’s financial strength and long-term value creation.
RL returned about $625 million to its shareholders via dividends and repurchases of Class A common stock. The fourth quarter results also emphasized Ralph Lauren’s continued commitment to shareholder returns, as the board approved a 10% increase in the regular quarterly cash dividend to $0.9125 per share, bringing the annual dividend to $3.65 per share. The next dividend is scheduled for July 11, 2025, to shareholders of record at the close of business on June 27.
Ralph Lauren’s Store Update
As of March 29, 2025, Ralph Lauren had 564 directly operated stores and 671 concession shops globally. The directly operated stores included 252 Ralph Lauren and 312 Outlet stores. The company operated 116 licensed partner stores globally as of the same date.
RL’s Outlook for Q1 & FY26
The fiscal fourth-quarter results also reflect Ralph Lauren’s cautious yet optimistic outlook for fiscal 2026. Despite ongoing macroeconomic and geopolitical uncertainties, including inflation, tariffs, and supply chain disruptions, the company anticipates low-single-digit revenue growth in constant currency, with momentum expected to be stronger in the first half of the fiscal year.
For 2026, management now expects the operating margin to expand modestly in constant currency, primarily driven by operating expense leverage. Gross margin is projected to remain approximately flat, as AUR growth, lower cotton costs, and a favorable mix offset headwinds from higher tariffs and non-cotton material costs. Foreign currency impact is expected to be minimal across revenues and margins based on current exchange rates.
Management expects capital expenditure to be in the range of 4% to 5% of revenues for fiscal 2026. The fiscal 2026 tax rate is likely to be 20-22%.
For the fiscal first quarter, management anticipates revenues to grow in high single digits compared to last year on a constant currency basis. Operating margin is likely to expand around 150-200 bps in cc driven by gross margin expansion and slight operating expense leverage. Foreign currency is anticipated to hurt gross and operating margins at a minimal rate. The quarterly tax rate is likely to be 20-21%.
Key Picks
Some better-ranked stocks in the same space are Canada Goose GOOS, Allbirds Inc. BIRD and Stitch Fix SFIX.
Canada Goose is a global outerwear brand. GOOS is a designer, manufacturer, distributor and retailer of premium outerwear for men, women and children. It carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Canada Goose’s current fiscal year’s earnings and sales implies growth of 7.5% and 0.68%, respectively, from the year-ago actuals. GOOS delivered a trailing four-quarter average earnings surprise of 57.2%.
Allbirds is a lifestyle brand with naturally derived materials to make footwear and apparel products. It carries a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for Allbirds’ current financial year’s earnings implies growth of 16.1% from the year-ago actual. The company delivered a trailing four-quarter average earnings surprise of 21.3%.
Stitch Fix delivers customized shipments of apparel, shoes and accessories for women, men and kids. It currently has a Zacks Rank of 2.
The Zacks Consensus Estimate for SFIX’s fiscal 2025 earnings implies growth of 64.7% from the year-ago actual. SFIX delivered a trailing four-quarter average earnings surprise of 48.9%.
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Ralph Lauren Q4 Earnings & Sales Beat Estimates, Dividend Up 10%

Urban Outfitters, Inc. URBN reported impressive results for first-quarter fiscal 2026, wherein the top and bottom lines surpassed the Zacks Consensus Estimate. Also, both metrics improved from the prior-year quarter’s reported figure. As a result, shares of this Philadelphia, PA-based player rose 17.5% in the after-market trading session yesterday.
The company reported a highly successful quarter, showcasing strong performance across all its brands and business segments. The Retail segment’s comparable sales grew, with stores outperforming digital, reflecting strong in-store traffic and improved customer experiences.
Anthropologie and Free People continued to deliver robust growth, supported by product expansion and effective marketing. Urban Outfitters made notable progress with improved profitability and customer engagement. The Nuuly rental business stood out with rapid subscriber growth and increasing profitability, indicating its potential for scale.
Management emphasized prudent planning amid tariff uncertainties, strategic inventory and sourcing decisions, and a focus on profitability through lower markdowns and operational efficiencies.
Urban Outfitters, Inc. Price, Consensus and EPS Surprise
Urban Outfitters, Inc. price-consensus-eps-surprise-chart | Urban Outfitters, Inc. Quote
URBN’s Quarterly Performance: Key Metrics & Insights
This lifestyle specialty retailer delivered earnings per share of $1.16, surpassing the Zacks Consensus Estimate of 81 cents. Also, the bottom line increased 78.5% from the prior-year quarter. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)
Total net sales increased 10.7% year over year to $1,329.5 million, surpassing the consensus estimate of $1,286 million.
Total net sales in the Retail segment rose 6.4%, with comparable net sales in this segment increasing 4.8%. This growth was primarily fueled by mid-single-digit positive gains in digital channel sales and sales from retail stores. Within the segment, comparable net sales rose 3.1% at Free People, 6.9% at Anthropologie and 2.1% at Urban Outfitters. We estimated the Retail segment’s sales to increase 4.5% year over year.
In the Wholesale segment, net sales grew 24.2% year over year due to a 25.6% rise in Free People's wholesale sales, which was attributed to increased sales to department stores and specialty customers. We estimated the Wholesale segment’s sales to rise 29.9% year over year.
Nuuly, a women’s apparel subscription rental service, saw a significant 59.5% increase in net sales due to a 52.9% rise in average active subscribers from the prior-year quarter.
Margin & Cost Insights of Urban Outfitters
Gross profit rose 19.8% from the prior-year quarter to $489.1 million. Also, the gross margin expanded 278 basis points (bps) to 36.8%. The gross margin benefited from a non-recurring gain of $4.8 million recorded in the current year quarter, representing 36 basis points, as well as the absence of $4.6 million in store impairment and lease abandonment charges, which represented 38 basis points in the prior-year quarter.
The remaining increase of 204 basis points in the gross margin was primarily driven by improved markdown performance in the Retail segment, especially at Urban Outfitters. Additional contributions came from cost leverage in delivery expenses due to lower carrier rates and fewer packages per order, as well as improved leverage in store occupancy costs resulting from higher comparable Retail segment net sales. The rise in gross profit was driven by increased net sales and gross margin. We estimated the gross margin to be 35.4%.
Selling, general and administrative (SG&A) expenses rose 8.1% year over year to $360.8 million. This increase was mainly due to higher marketing costs aimed at supporting customer growth and increased sales in the Retail and Subscription segments, along with higher store payroll expenses to support net sales growth in the Retail segment. Our model estimated SG&A expenses to increase 6.1% year over year in the fiscal first quarter. As a percentage of net sales, SG&A leveraged 65 bps to 27.1% in the quarter under review, driven by lower litigation costs in the fiscal first quarter than in the same quarter last year.
URBN recorded an operating income of $128.2 million, up 71.8% from $74.6 million in first-quarter fiscal 2025. As a rate of sales, the operating margin increased 340 bps year over year to 9.6%.
URBN’s Store Update
In the fiscal first quarter, this Zacks Rank #3 (Hold) company opened 13 retail locations, which included two Urban Outfitters stores, two Anthropologie stores and nine Free People stores (including five FP Movement stores). Also, it closed two Free People stores.
As of April 30, 2025, URBN operated 257 Urban Outfitters stores across the United States, Canada and Europe, along with associated websites. The company also operated 241 Anthropologie Group stores in these regions, supported by catalogs and websites. Additionally, there were 237 Free People stores, including 68 FP Movement stores, in the United States, Canada and Europe, accompanied by catalogs and websites. URBN further operated nine Menus & Venues restaurants, seven Urban Outfitters franchisee-owned stores and two Anthropologie Group franchisee-owned stores.
Urban Outfitters’ Financial Health Snapshot
URBN ended the quarter with cash and cash equivalents of $189.4 million and a total shareholders’ equity of $2.43 billion. As of April 30, 2025, the total inventory grew 14.6% year over year. Total inventory in the Retail segment rose by 13.2%, whereas comparable inventory within the Retail segment increased 12.6%. Inventory in the Wholesale segment jumped 30.6%. The increase in inventory across both segments was driven by higher sales and the timing of early merchandise receipts.
Urban Outfitters provided net cash of $33 million from operating activities as of April 30, 2025. In the three months ended April 30, 2025, the company repurchased and subsequently retired 3.3 million shares for $152 million. As of the same date, 14.7 million common shares were available for repurchase under the program.
URBN Stock Past Three-Month Performance
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URBN’s 2Q26 Outlook
Urban Outfitters expects total company sales to grow in the high-single-digit range for the fiscal second quarter. In the Retail segment, comparable sales are projected to grow in the mid-single digits, driven by mid-single-digit growth at Anthropologie and Free People, and low-single-digit growth at Urban Outfitters. Nuuly is expected to deliver mid-double-digit revenue growth, supported by continued increases in active subscribers. The Wholesale segment is projected to achieve low-double-digit revenue growth.
The gross margin for the second quarter of fiscal 2026 is anticipated to improve 50-100 basis points from the prior year. This will be driven by lower markdowns and occupancy leverage, though partially offset by reduced initial product margins due to higher U.S. tariffs.
SG&A expenses are expected to grow in line with sales for the fiscal 2026, based on current sales performance and plans. The projected increase in SG&A is primarily due to higher marketing investments aimed at driving customer and sales growth, as well as elevated store labor costs associated with the opening of store locations. The company maintains a target of 10% operating margin for fiscal 2026.
In fiscal 2026, Urban Outfitters plans to open 64 stores and close 17. The majority of the net new store openings will come from FP Movement, Free People, and Anthropologie. Specifically, the company plans to open 25 FP Movement locations, 15 Free People stores and 16 Anthropologie stores. Capital expenditure for fiscal 2026 is expected to be 240 million, with 50% going toward retail store expansion and support, 25% toward technology and logistics investments, and the remaining 25% to fund the expansion of home office facilities to accommodate business growth.
Shares of this company have gained 10.3% in the past three months compared with the industry’s 4.2% growth.
Key Picks
Some better-ranked stocks are Sprouts Farmers SFM, Stitch Fix SFIX and Allbirds Inc. BIRD.
Sprouts Farmers is engaged in the retailing of fresh, natural and organic food products. It currently sports a Zacks Rank #1 (Strong Buy). SFM has a trailing four-quarter earnings surprise of 16.5%, on average. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Sprouts Farmers’ current financial-year sales and earnings implies growth of 13.7% and 35.5%, respectively, from the year-ago reported numbers.
Stitch Fix delivers customized shipments of apparel, shoes and accessories for women, men and kids. It currently has a Zacks Rank of 2 (Buy).
The Zacks Consensus Estimate for SFIX’s fiscal 2025 earnings implies growth of 64.7% from the year-ago actual. SFIX delivered a trailing four-quarter average earnings surprise of 48.9%.
Allbirds is a lifestyle brand that uses naturally derived materials to make footwear and apparel products. It carries a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for Allbirds’ current financial year’s earnings implies growth of 16.1% from the year-ago actual. The company delivered a trailing four-quarter average earnings surprise of 21.3%.
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This article originally published on Zacks Investment Research (zacks.com).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Urban Outfitters Q1 Earnings Beat, Retail Sales Rise Y/Y, Stock Up 18%

The Day After the Market Skyrocketed

Allbirds (BIRD) Q4 2024 Earnings Call Transcript

Gap (GAP) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.49 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of 50%. A quarter ago, it was expected that this clothing chain would post earnings of $0.56 per share when it actually produced earnings of $0.72, delivering a surprise of 28.57%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Gap, which belongs to the Zacks Retail - Apparel and Shoes industry, posted revenues of $4.15 billion for the quarter ended January 2025, surpassing the Zacks Consensus Estimate by 2.02%. This compares to year-ago revenues of $4.3 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Gap shares have lost about 16% since the beginning of the year versus the S&P 500's decline of -0.7%.
What's Next for Gap?
While Gap has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Gap: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.41 on $3.4 billion in revenues for the coming quarter and $2.14 on $15.28 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Retail - Apparel and Shoes is currently in the top 22% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Allbirds, Inc. (BIRD), has yet to report results for the quarter ended December 2024. The results are expected to be released on March 11.
This company is expected to post quarterly loss of $3.40 per share in its upcoming report, which represents a year-over-year change of +22.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Allbirds, Inc.'s revenues are expected to be $55.5 million, down 22.9% from the year-ago quarter.
Should You Invest in The Gap, Inc. (GAP)?
Before you invest in The Gap, Inc. (GAP), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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The Gap, Inc. (GAP) : Free Stock Analysis Report
Allbirds, Inc. (BIRD) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Gap (GAP) Q4 Earnings and Revenues Surpass Estimates

Allbirds launches M0.0NSHOT Zero, the first net zero carbon shoe, available in limited editions starting February 6, 2025.
Quiver AI Summary
Allbirds is set to launch the M0.0NSHOT Zero, the world's first net zero carbon shoe, beginning February 6, 2025, with a limited release of just 500 pairs in select cities including New York, London, Dubai, Tokyo, and Seoul. This innovative footwear combines advanced technology with sustainable practices by using regenerative, carbon-negative wool sourced from New Zealand's Lake Hawea Station. Each pair features a unique production number to highlight its scarcity and the achievement of sustainability milestones. Allbirds emphasizes a return to nature in its design, pushing the boundaries of sustainable fashion. The brand has also released an open-sourced toolkit to encourage other companies to adopt similar sustainability practices. M0.0NSHOT Zero will retail at $200 and will be available in unisex sizes 6-11.
Potential Positives
Allbirds has launched the world’s first net zero carbon shoe, M0.0NSHOT Zero, showcasing its commitment to sustainability and innovation in the footwear industry.
The limited edition nature of M0.0NSHOT Zero, with only 500 pairs available, enhances its exclusivity and market demand, which can drive sales and brand prestige.
The introduction of a publicly available toolkit for other brands to adopt sustainable practices reflects Allbirds' leadership in environmental responsibility and fosters collaboration within the fashion industry.
Potential Negatives
Limited availability of M0.0NSHOT Zero, with only 500 pairs produced, may lead to consumer frustration and perception of exclusivity as a marketing gimmick rather than genuine accessibility to sustainable footwear.
Sales are limited to select cities, potentially alienating a broader customer base and limiting the product’s reach and impact.
Deviation from ISO 14067 standards for carbon footprint calculation could raise skepticism about the actual environmental benefit of the product, undermining claims of being truly net zero carbon.
FAQ
What is the M0.0NSHOT Zero shoe?
The M0.0NSHOT Zero is the world's first net zero carbon shoe, made from carbon-negative materials like regenerative wool.
When and where can I buy M0.0NSHOT Zero?
M0.0NSHOT Zero will be available starting February 6 in select cities including New York, London, Dubai, Tokyo, and Seoul.
How many pairs of M0.0NSHOT Zero are available?
There is a limited edition run of only 500 pairs for M0.0NSHOT Zero, each uniquely numbered.
What different sizes are available for M0.0NSHOT Zero?
M0.0NSHOT Zero is available in Unisex sizes 6-11, priced at $200 USD.
Where can I find more information about M0.0NSHOT and its sustainability?
More information, including a toolkit for sustainable practices, is available on the Allbirds website at www.allbirds.com/moonshot.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$BIRD Insider Trading Activity
$BIRD insiders have traded $BIRD stock on the open market 7 times in the past 6 months. Of those trades, 2 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $BIRD stock by insiders over the last 6 months:
JOSEPH VERNACHIO (Chief Executive Officer) has made 0 purchases and 2 sales selling 49,883 shares for an estimated $49,145.
ANN MITCHELL (Chief Financial Officer) has made 2 purchases buying 10,600 shares for an estimated $11,385 and 2 sales selling 19,021 shares for an estimated $22,643.
TIMOTHY O. BROWN sold 50,000 shares for an estimated $29,345
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$BIRD Hedge Fund Activity
We have seen 2 institutional investors add shares of $BIRD stock to their portfolio, and 77 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
FMR LLC removed 586,866 shares (-100.0%) from their portfolio in Q3 2024, for an estimated $6,925,018
VANGUARD GROUP INC removed 255,358 shares (-100.0%) from their portfolio in Q3 2024, for an estimated $3,013,224
BLACKROCK, INC. removed 62,673 shares (-100.0%) from their portfolio in Q3 2024, for an estimated $739,541
GEODE CAPITAL MANAGEMENT, LLC removed 52,760 shares (-100.0%) from their portfolio in Q3 2024, for an estimated $622,568
TWO SIGMA ADVISERS, LP removed 41,185 shares (-100.0%) from their portfolio in Q3 2024, for an estimated $485,983
GOLDMAN SACHS GROUP INC removed 39,632 shares (-100.0%) from their portfolio in Q3 2024, for an estimated $467,657
NORTHERN TRUST CORP removed 38,752 shares (-100.0%) from their portfolio in Q3 2024, for an estimated $457,273
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Full Release
SAN FRANCISCO, Feb. 03, 2025 (GLOBE NEWSWIRE) -- The future of footwear is here. Beginning February 6, shoppers can finally get their hands–and feet–on Allbirds’ M0.0NSHOT Zero, the highly anticipated world’s first
net zero carbon shoe*
. It combines cutting-edge ingenuity with age-old agricultural practices by harnessing the power of carbon-negative materials, such as regenerative wool.
With a limited edition run of 500 pairs, M0.0NSHOT Zero will be available to buy for the first time in select cities including New York, London, Dubai, Tokyo, and Seoul. A groundbreaking innovation in sustainable footwear, each pair is labeled with its unique production number–out of 500–to signify their rare nature and this historic achievement.
M0.0NSHOT Zero is a testament to the meticulous work Allbirds has done over the past decade to systematically reduce the climate impact of its products. In both sustainability and design, the product pushes beyond any of the brand’s previous creations. As much as M0.0NSHOT Zero is a feat of science and innovation, it is equally–if not more so–a story about returning to the root of creation: nature. That’s largely thanks to carbon-negative, regenerative wool. The material reversed a fundamental principle of sustainable design: instead of constantly trying to reduce, Allbirds’ design team was instead encouraged to utilize a greater share of the wool to lower the style’s carbon footprint.
“M0.0NSHOT Zero is the ultimate pursuit of product purity, stripping away everything superfluous to allow the wool to be the hero,” said Jamie McLellan, designer, Allbirds. “We needed to find ways to use more regenerative wool to help us counter other more stubborn parts of the carbon equation. As a result, we used wool to wrap the entirety of the upper and the midsole, giving the shoe a modern and monolithic look that feels fitting for footwear of the future.”
The carbon-negative, regenerative wool is exclusively sourced from New Zealand’s Lake Hawea Station (LHS), a farm that sequesters more carbon than it emits due to regenerative practices like native plantings, protecting large areas of regenerating forest, new pasture species, and more. LHS is among the leaders in the movement to return to regenerative growing techniques used for many millennia, working in harmony with nature to improve human, animal and environmental outcomes.
“As we imagine and bring to life a more sustainable future, there is an enormous creative opportunity to develop and express an entirely new design language,” said Tim Brown, Co-Founder, Allbirds. “M0.0NSHOT Zero is just the first step, and we believe we have only scratched the surface of what is possible when we tangibly commit to making things better, today.”
For brands looking for help or resources to follow suit, Allbirds
published an open-sourced, free for the taking toolkit
that uncovers key innovations that made this milestone possible. It details leading-edge methodologies and materials like bio-based midsole foam; methane-capture bioplastic; sugarcane-derived, carbon-negative Green PE packaging; and more. The toolkit is available on the Allbirds website for anyone to download – and, hopefully, implement.
“We’re incredibly proud to bring M0.0NSHOT Zero to market, but we also recognize that hard work is still ahead for all of us to ensure this world’s first is not the world’s last,” said Aileen Lerch, Director of Sustainability, Allbirds. “We see a real opportunity for the fashion industry to be an engine for innovation and inspiration in the climate fight. Solutions exist today, many of them all around us in the natural world, if we would step boldly into the pursuit of progress over perfection at scale.”
M0.0NSHOT Zero is the result of Allbirds' unwavering commitment to making better things in a better way. The project began in 2022, when Allbirds’ teams set their sights on creating a net zero carbon shoe – a moonshot goal, especially when compared to the footprint of an industry average sneaker (14 kg CO₂e, based on Allbirds’ estimates). This landmark achievement demanded meticulous design and research across materials, manufacturing and transportation. After more than a year of detailed development and dozens of iterations, Allbirds unveiled its first prototype in 2023, and began work to bring it to market.
How to shop
M0.0NSHOT Zero will be sold exclusively in-store in five cities, beginning first with stores in New York and London. Consumers can shop M0.0NSHOT Zero in:
New York: February 6 at Allbirds SoHo
London: February 6 at Allbirds Covent Garden and Selfridges
Dubai: February 7 at Allbirds Dubai Mall
Seoul: April 1 at Allbirds Parnas Mall Store
Tokyo: Spring 2025 at Allbirds Marunouchi
M0.0NSHOT Zero is available in sizes Unisex 6-11** for $200 USD.
**U6 (M6/W7.5), U7 (M7/W8.5), U8 (M8/W9.5), U9 (M9/W10.5), U10 (M10/W11.5), U11 (M11/W12.5)
To learn more about M0.0NSHOT and see the toolkit, visit:
www.allbirds.com/moonshot
*About M0.0NSHOT’s product carbon footprint calculation:
Here’s how we account for net zero:
First, we started by working with
The New Zealand Merino Company
’s regenerative wool program, ZQRX, to source M0.0NSHOT’s wool from
Lake Hawea Station
.
Second, we calculated the specific farm-level carbon footprint of Lake Hawea Station. The organizational carbon footprint that forms the starting point for the allocation was developed independently of this project and verified by
Toitū Envirocare
, a New Zealand-based B Corp and carbon certification business.
Then, we collaborated with
The New Zealand Merino Company
to translate this farm footprint into a product-level wool material carbon intensity for M0.0NSHOT.
This new wool carbon intensity is used to calculate the product’s carbon footprint using the
Allbirds Life Cycle Assessment (LCA) Tool
, with modifications. The initial Allbirds LCA Tool was third-party verified against the requirements of
ISO 14067
, which specifies principles, requirements and guidelines for calculating the carbon footprint of a product.
The carbon footprint of M0.0NSHOT accounts for on-farm carbon sequestration, in addition to emissions, which is a deviation from standard industry practice. As a result, the calculated carbon footprint for M0.0NSHOT, unlike Allbirds’ standard products, is not fully aligned to ISO 14067.
However, Allbirds believes this wool carbon intensity value captures a more comprehensive model of the total emissions fluxes happening on-farm.
About Allbirds, Inc.
Based in San Francisco, with its roots in New Zealand, Allbirds launched in 2016 with a single shoe: the now iconic Wool Runner. In the years since, Allbirds has sold millions of pairs of shoes, and has maintained its commitment to incredible comfort, versatile style and unmatched quality. This is made possible with materials like Allbirds’s sugarcane-based midsole technology, SweetFoam™, and textiles made with tree fibers and Merino wool – so consumers don't have to compromise between the best products and their impact on the earth.
www.allbirds.com
Contact
press@allbirds.com
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Allbirds Launches M0.0NSHOT Zero: The World's First Net Zero Carbon Shoe

In trading on Monday, textiles shares were relative leaders, up on the day by about 4.5%. Leading the group were shares of Fossil Group, up about 48.6% and shares of PLBY Group up about 10.1% on the day.
Also showing relative strength are apparel stores shares, up on the day by about 3.6% as a group, led by Allbirds, trading up by about 10.3% and Torrid Holdings, trading higher by about 9.6% on Monday.
VIDEO: Monday Sector Leaders: Textiles, Apparel Stores
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Periodand min./max. price, $	Price change, %		Volatility, %		Volume, $
Periodand min./max. price, $	BIRD	Industry	BIRD	Industry	Volume, $
Yesterday 10.6 - 12.2	12.80	7.66	27.05	0.85	767.55K
Week 10.2 - 12.2	0.51	7.50	9.81	3.43	3.72M
Month 8.5 - 12.6	12.90	11.76	19.26	8.61	12.65M
3 Months 4.7 - 12.9	135.64	27.51	48.22	19.63	33.97M
6 Months 3.9 - 12.9	83.08	53.49	60.66	29.07	51.31M
Year 3.9 - 18.3	-13.13	20.08	94.65	41.89	110.72M
3 years 3.9 - 114.8	-89.28	156.74	160.55	80.53	1.27B
5 years —	—	42.86	209.11	108.60	—
All time 3.9 - 648.8	-97.28	236.95	—	—	5.46B

Allbirds, Inc.

Price and volatility history

Risk ratios