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CBRL Q3 Deep Dive: Menu Changes and Cost Controls Amid Traffic Declines
Restaurant company Cracker Barrel (NASDAQ:CBRL) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 5.7% year on year to $797.2 million. On the other hand, the company’s full-year revenue guidance of $3.25 billion at the midpoint came in 3.7% below analysts’ estimates. Its non-GAAP loss of $0.74 per share was 1.8% below analysts’ consensus estimates.
Stocks making big moves yesterday: Uber, Revolve, Advance Auto Parts, CarGurus, and F5
Check out the companies making headlines yesterday:
Chewy (NYSE:CHWY) Surprises With Q3 CY2025 Sales
E-commerce pet food and supplies retailer Chewy (NYSE:CHWY) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 8.3% year on year to $3.12 billion. Its non-GAAP profit of $0.32 per share was 5.4% above analysts’ consensus estimates.
REV Group (NYSE:REVG) Reports Strong Q3 CY2025
Speciality vehicle provider REV (NYSE:REVG) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 11.1% year on year to $664.4 million. Its non-GAAP profit of $0.83 per share was 6.4% above analysts’ consensus estimates.
Photronics (NASDAQ:PLAB) Q3: Strong Sales, Stock Jumps 11.5%
Semiconductor photomask manufacturer Photronics (NASDAQ:PLAB) beat Wall Street’s revenue expectations in Q3 CY2025, but sales fell by 3.1% year on year to $215.8 million. On top of that, next quarter’s revenue guidance ($221 million at the midpoint) was surprisingly good and 6.7% above what analysts were expecting. Its non-GAAP profit of $0.60 per share was 34.8% above analysts’ consensus estimates.
5 Insightful Analyst Questions From nCino’s Q3 Earnings Call
nCino’s third quarter was marked by revenue and non-GAAP profitability that exceeded analysts’ expectations, yet the market responded negatively, reflecting concerns highlighted by management about near-term headwinds and competitive pressures. CEO Sean Desmond pointed to strong momentum in AI adoption and platform expansion across customer segments, but also noted that discretionary spending by financial institutions remains constrained, driving a shift toward more targeted, efficiency-focused technology investments. Desmond emphasized, “Banks remain very aggressive on their tech investment with AI driving the narrative,” while acknowledging that shifts in customer purchasing patterns require continued operational discipline.
5 Revealing Analyst Questions From UiPath’s Q3 Earnings Call
UiPath’s third quarter performance was marked by stronger-than-expected revenue and profitability, with the market responding favorably to both top-line growth and improved margins. Management attributed these results to increased adoption of its automation platform, particularly the integration of deterministic automation with its AgenTiKi AI capabilities. CEO Daniel Dines highlighted the value customers are seeing from agentic automation, noting, “Our automation strategy, combining the reliability of deterministic automation with the intelligence and adaptability of AgenTiKi, continues to align with what customers want most: trusted enterprise-grade automation that delivers tangible ROI fast.”
5 Revealing Analyst Questions From Dollar Tree’s Q3 Earnings Call
Dollar Tree’s third-quarter results modestly exceeded Wall Street’s expectations, with management crediting its multi-price strategy, an expanded discretionary assortment, and operational efficiency as key drivers. CEO Michael Creedon highlighted that the company’s Halloween performance was especially strong, powered by an improved multi-price offering and careful inventory planning. The company also reported a broader customer base, with higher-income households increasingly shopping at Dollar Tree, but noted that traffic was slightly negative as ticket growth offset fewer trips. Management attributed the traffic trend to temporary disruptions from re-stickering initiatives and broader retail patterns, while emphasizing ongoing loyalty among core customers.
BRZE Q3 Deep Dive: AI Adoption, Customer Growth, and Expanding Engagement Channels
Customer engagement platform Braze (NASDAQ:BRZE) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 25.5% year on year to $190.8 million. Guidance for next quarter’s revenue was optimistic at $198 million at the midpoint, 2.7% above analysts’ estimates. Its non-GAAP profit of $0.06 per share was in line with analysts’ consensus estimates.
5 Must-Read Analyst Questions From Macy's’s Q3 Earnings Call
Macy’s third quarter results met Wall Street’s revenue expectations and outperformed on adjusted profit, reflecting the early momentum of the company’s Bold New Chapter strategy. Management credited better-than-expected same-store sales growth to improvements in curated assortments, store upgrades, and a more seamless omnichannel experience. CEO Tony Spring specifically highlighted strong customer response to the refreshed Reimagine 125 store locations and the continued growth of the luxury-focused Bloomingdale’s and Bluemercury banners.