Podcast Episodes
Back to SearchMarzetti (MZTI) Q4 FY2026: One Restaurant Chain Is 30% Of The Company
The Marzetti Company (MZTI) Q4 FY2026 — Q4 FY2026 (quarter and fiscal year ended June 30, 2026): Q4 net sales $465.0m, DOWN 2.19%; adjusted diluted E…
1 month, 3 weeks ago
Gold Fields (GFI) H1 2026: The Earnings Were Public 14 Days Early
Gold Fields Limited (GFI) H1 2026 — H1 2026 (six months ended June 30, 2026): revenue $5,936.9m from continuing operations, UP 79%. Profit attributab…
1 month, 3 weeks ago
J.M. Smucker (SJM) Q1 FY2027: 80% Of The Raise Was A Tariff Refund
The J.M. Smucker Company (SJM) Q1 FY2027 — Q1 FY2027 (quarter ended July 31, 2026): net sales $2,219.3m, UP 5.02%. GAAP diluted EPS $3.03; adjusted $…
1 month, 3 weeks ago
Semtech (SMTC) Q2 FY2027: Paid $1.24B, Selling It For $62M
Semtech Corporation (SMTC) Q2 FY2027 — Q2 FY2027 (quarter ended July 26, 2026): net sales $341.9m, UP 32.73%, an all-time quarterly record. GAAP dilu…
1 month, 3 weeks ago
Williams-Sonoma (WSM) Q2 FY2026: A 6.2% Comp That Moved The Stock 1%
Williams Sonoma (WSM) Q2 FY2026 — Q2 FY2026 (13 weeks ended August 2, 2026): net revenues $1.96bn, UP 6.70%, comparable brand revenue +6.2%. GAAP dil…
1 month, 3 weeks ago
Intuit (INTU) Q4 FY2026: They Changed What Earnings Means
Intuit (INTU) Q4 FY2026 — Q4 FY2026 (year ended July 31, 2026): Q4 revenue $4,354m (+13.65%) vs a $4,266.8m bar; Q4 adjusted EPS $4.03 vs $3.58 - a 1…
1 month, 3 weeks ago
Abercrombie & Fitch (ANF) Q2 FY2026: Up 36% On A Zero Comp
Abercrombie and Fitch (ANF) Q2 FY2026 — Q2 FY2026 (13 weeks ended August 1, 2026): net sales $1,266.7m, UP 4.81%, a second-quarter record, against a …
1 month, 3 weeks ago
DICK’S Sporting Goods (DKS) Q2 FY2026: The Worst Day In 5,000 Sessions
DICK'S Sporting Goods (DKS) Q2 FY2026 — Q2 FY2026 (13 weeks ended August 1, 2026): net sales $5,586.8m, UP 53.2%, against a $5,642.9m bar. Operating …
1 month, 3 weeks ago
Napco Security (NSSC) Q4 FY2026: A Record Quarter With A Customs Refund Inside It
Napco Security (NSSC) Q4 FY2026 — Q4 FY2026 (three months ended June 30, 2026): net revenue $55.809m, UP 10.03%, an all-time quarterly record. Net in…
1 month, 3 weeks ago
PDD Holdings (PDD) Q2 2026: Revenue +8%, Earnings -12%, And A $61bn Portfolio
PDD Holdings (PDD) Q2 2026 — Q2 2026 (three months ended June 30, 2026): total revenue RMB112,358m (US$16.6bn), UP 8.05%. Operating profit RMB27,764m…
1 month, 3 weeks ago