Let’s dig into the relative performance of Forestar Group (NYSE:FOR) and its peers as we unravel the now-completed Q4 consumer discretionary earnings season.
This sector includes everything from cable TV services to hotel stays to gym memberships. While diverse, the way people buy and experience these products is being upended by the internet and digitization. Consumer discretionary companies are working to adapt to secular trends such as streaming video, online marketplaces for lodging accommodations, and connected fitness. That discretionary purchases are, by definition, something consumers can give up makes it even more imperative for companies in the space to adapt.
The 42 consumer discretionary stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 1.9% while next quarter’s revenue guidance was 1.1% below.
In light of this news, share prices of the companies have held steady as they are up 1.1% on average since the latest earnings results.
Forestar Group (NYSE:FOR)
As a majority-owned subsidiary of homebuilding giant D.R. Horton, Forestar Group (NYSE:FOR) develops and sells finished residential lots to homebuilders, focusing primarily on land acquisition and development for single-family homes.
Forestar Group reported revenues of $273 million, up 9% year on year. This print exceeded analysts’ expectations by 2.1%. Overall, it was a satisfactory quarter for the company with a solid beat of analysts’ EBITDA estimates but a miss of analysts’ adjusted operating income estimates.
Donald J. Tomnitz, Chairman of the Board, said, “The Forestar team delivered increased revenues compared to the prior year quarter and maintained strong liquidity through disciplined inventory investment amid ongoing affordability constraints and cautious consumer sentiment that continue to impact the pace of new home sales. We are focused on maximizing returns in each of our projects by aligning the pace and price of lot sales with the timing of our investments to meet demand. In fiscal 2026, we still expect to deliver between 14,000 and 15,000 lots, generating $1.6 billion to $1.7 billion of revenue.
Interestingly, the stock is up 6.1% since reporting and currently trades at $29.07.
Is now the time to buy Forestar Group? Access our full analysis of the earnings results here, it’s free.
Best Q4: Tapestry (NYSE:TPR)
Originally founded as Coach, Tapestry (NYSE:TPR) is an American fashion conglomerate with a portfolio of luxury brands offering high-quality accessories and fashion products.
Tapestry reported revenues of $2.50 billion, up 14% year on year, outperforming analysts’ expectations by 7.7%. The business had a stunning quarter with full-year EPS guidance exceeding analysts’ expectations and full-year revenue guidance exceeding analysts’ expectations.
Tapestry delivered the highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 10.3% since reporting. It currently trades at $143.36.
Is now the time to buy Tapestry? Access our full analysis of the earnings results here, it’s free.
Weakest Q4: Lucky Strike (NYSE:LUCK)
Born from the transformation of traditional bowling alleys into modern entertainment destinations, Lucky Strike (NYSE:LUCK) operates bowling alleys and other entertainment venues with upscale amenities, arcade games, and food and beverage services across North America.
Lucky Strike reported revenues of $306.9 million, up 2.3% year on year, falling short of analysts’ expectations by 2%. It was a slower quarter as it posted a significant miss of analysts’ adjusted operating income estimates and a significant miss of analysts’ EPS estimates.
As expected, the stock is down 14.1% since the results and currently trades at $6.30.
Read our full analysis of Lucky Strike’s results here.
Deckers (NYSE:DECK)
Established in 1973, Deckers (NYSE:DECK) is a footwear and apparel conglomerate with a portfolio of lifestyle and performance brands.
Deckers reported revenues of $1.96 billion, up 7.1% year on year. This number topped analysts’ expectations by 4.7%. Overall, it was a very strong quarter as it also recorded an impressive beat of analysts’ adjusted operating income estimates and a solid beat of analysts’ EBITDA estimates.
Deckers had the weakest full-year guidance update among its peers. The stock is up 10.3% since reporting and currently trades at $110.21.
Read our full, actionable report on Deckers here, it’s free.
Boyd Gaming (NYSE:BYD)
Run by the Boyd family, Boyd Gaming (NYSE:BYD) is a diversified operator of gaming entertainment properties across the United States, offering casino games, hotel accommodations, and dining.
Boyd Gaming reported revenues of $1.06 billion, up 2% year on year. This result surpassed analysts’ expectations by 4%. Taking a step back, it was a mixed quarter as it also recorded an impressive beat of analysts’ revenue estimates but a miss of analysts’ adjusted operating income estimates.
The stock is down 3.2% since reporting and currently trades at $82.90.
Read our full, actionable report on Boyd Gaming here, it’s free.
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