Crocs (CROX) reported earnings on Tue 27 Apr 21 (b/o)

a.  4/21 Wed:  #1, 5; vol. 860K   +26% 

b.  4/22 Thur #3, 4; vol. 1.4M

** charts after earnings **

Shares of Crocs jumped 11% in the pre-market session on Tuesday as the shoe manufacturing company posted strong 1Q results. Record revenue growth of 64% along with outstanding performance in all regions and channels drove the stellar performance.

Crocs’ (CROX) 1Q adjusted earnings of $1.49 per share surged significantly on a year-over-year basis and outpaced the Street estimates of $0.89 per share. Revenues jumped 64% to $460.1 million, topping analysts’ expectations of $414.23 million.

The company’s direct-to-consumer increased 93.3%, while wholesale revenues were up 50.1%. Additionally, digital sales grew 75.3%, while the Asia region recorded growth of 26.2%.

Crocs CEO Andrew Rees said, “Demand for the Crocs brand is stronger than ever with expected 2021 revenue growth of 40% to 50%…We have raised full year guidance as we continue to see consumer demand for our product accelerate globally.”

For 2Q, the company projects revenue to grow by 60%-70% year-over-year.

Tupperware (TUP) reported earnings on Wed 28 Oct 20 (b/o)

 ** charts after earnings **

 

Tupperware beats by $0.79, beats on revs

Reports Q3 (Sep) earnings of $1.20 per share, excluding non-recurring items, $0.79 better than the S&P Capital IQ Consensus of $0.41; revenues rose 14.1% year/year to $477.2 mln vs the $364.5 mln S&P Capital IQ Consensus.

• North America - Sales $146.3 million, up 42% and local currency sales up 51%

** the following day **

Schnitzer Steel Industries (SCHN) reported earnings on Thur 5 Apr 2018 (b/o)

Schnitzer Steel Industries, Inc. is a steel manufacturing and scrap metal recycling company.

• Headquarters: Portland, Oregon
• Revenue: 1.352 billion USD (2016)
• Number of employees: 2,818 (September 30, 2016)
• schnitzersteel.com

** charts after earnings **

 

• Schnitzer Steel posts 2Q profit

PORTLAND, Ore. (AP) _ Schnitzer Steel Industries Inc. (SCHN) on Thursday reported fiscal second-quarter net income of $41 million.

On a per-share basis, the Portland, Oregon-based company said it had profit of $1.42. Earnings, adjusted for pretax gains and to account for discontinued operations, came to 90 cents per share.

The recycler of ferrous and nonferrous scrap metal posted revenue of $559.4 million in the period.

Schnitzer Steel shares have decreased slightly more than 2 percent since the beginning of the year. The stock has increased 56 percent in the last 12 months.

Long trade : ARNA +20% (1/18)

a.  Dec. 21:   $31, vol. 554K;   Dec. 27:  $34.12   →    +10%
b.  Jan. 2:  $36, vol. 839K;   Jan. 4:  $41  →    +13%

  

*****

Long trade : FCFS +5% (9/17)

Consumer lending company

• Headquarters: Arlington, TX
• Founded: 1988
• firstcash.com

• 9/15:  vol. 542K;  $60

** daily **

** monthly **

FirstCash, Inc., formerly First Cash Financial Services, Inc., is an operator of retail-based pawn stores in the United States and Latin America. The Company's primary business is the operation of full-service pawn stores, which make small pawn loans secured by personal property, such as consumer electronics, jewelry, power tools, household appliances, sporting goods and musical instruments. The Company's operates through two segments: the U.S. operations segment and the Latin America operations segment. The U.S. operations segment consists of all pawn and consumer loan operations in the United States and the Latin America operations segment consists of all pawn and consumer loan operations in Latin America, which includes operations in Mexico, Guatemala and El Salvador. In addition, some of the Company's pawn stores offer small unsecured consumer loans or credit services products. The Company also operates consumer finance stores in Texas and Mexico.

Key stats and ratios

	Q2 (Jun '17)	2016
Net profit margin	3.66%	5.52%
Operating margin	6.40%	10.26%
EBITD margin	-	16.56%
Return on average assets	2.95%	4.15%
Return on average equity	4.10%	6.39%
Employees	16,200

=Tyson Foods (TSN) reported earnings on Mon 7 Aug 2017 (b/o)

(Reuters) - Tyson Foods Inc (TSN) reported stronger-than-expected quarterly results on Monday, sending its shares up 5 percent, and said it would ramp up chicken production in the face of record demand from U.S. consumers.

Tyson said it spent more money on advertising and marketing for chicken in the third quarter ended on July 1, bringing down operating income for that segment.

Still, the company is working to increase its production capacity for fully cooked chicken and raw meat sold in packages in grocery stores to meet demand, Chief Executive Officer Tom Hayes said on a conference call with analysts.

Tyson is "essentially busting at the seams on both those areas," he said. "What we are focused on is making sure our supply meets our demand, and we're having a challenge right now."

U.S. per capita consumption of chicken is expected to hit a record high this year, according to National Chicken Council annual data that runs from 1965.

Sales of chicken have increased as consumers seek more protein in their diets. It is cheaper than beef and pork and considered more healthy.

Tyson said its sales volumes for chicken rose 1.6 percent in the third quarter ended on July 1, and average prices were up 2.9 percent.

"Higher prices for chicken haven't dampened consumer demand," Hayes said.

Beef prices rose 5.3 percent on average, while pork prices rose 3.3 percent. Sales volumes for each were up less than 1 percent.

For the fiscal year, Tyson raised the low end of its profit forecast by 5 cents a share to $4.95, excluding special items. It kept the top end at $5.05 per share.

The company said it expected sales of more than $38 billion. It previously said they would remain flat at $36.88 billion.

For the quarter, Tyson said profit dropped 22 percent in its chicken unit, and operating margins fell to 10.4 percent from 13.9 percent. The company expects those margins to remain around 10 percent next year, with a nearly 3 percent growth in volume.

Net income attributable to Tyson fell nearly 8 percent to $447 million from $484 million a year earlier. Excluding items, earnings of $1.28 per share beat the analysts' average estimate of $1.18, according to Thomson Reuters I/B/E/S.

Long trade : HA +15% (10/17)

Great trade : NUE +18% (7/16)

• #97  on 6/29/16,  $47.50

Great trade : WETF +17% (7/16)

• #97  on 7/8/16;  $9.56

Norwegian Cruise Line (NCLH) reported earnings on Tue 23 Feb 2016 (BMO)

** charts before earnings **

 

** charts after earnings **

  

Norwegian Cruise Line reports EPS in-line, misses on revs; guides Q1 EPS in-line; guides FY16 EPS in-line :

Reports Q4 (Dec) earnings of $0.51 per share, in-line with the Capital IQ Consensus of $0.51; revenues rose 31.4% year/year to $1.04 bln vs the $1.05 bln Capital IQ Consensus.

• Co issues in-line guidance for Q1, sees EPS of $0.34-0.39 vs. $0.34 Capital IQ Consensus Estimate.
• Co issues in-line guidance for FY16, sees EPS of $3.65-3.85 vs. $3.73 Capital IQ Consensus Estimate.

Great trade : SOHU (12/15)

Great trade : Francesca's Holdings (FRAN) (11/15)

Great trade : UTI (Oct - Nov '15)

Thor Industries (THO) reported earnings Mon 30 Nov 2015 (a/h)

** charts before earnings **

** charts after earnings **

 Thor Industries beats by $0.14, beats on revs:

• Reports Q1 (Oct) earnings of $0.97 per share, $0.14 better than the Capital IQ Consensus of $0.83; revenues rose 11.7% year/year to $1.03 bln vs the $1.01 bln Capital IQ Consensus. Gross profit margins increased to 14.8% in the first quarter compared to 12.8% in the prior-year period.

Great trade : UDR (11/15) +9%

• #37, 72