55+ min ago   (964+ words) Mortgage rates are currently the biggest concern for Lennar. The 30-year mortgage rate is back in the high 6% range, averaging 6.76% as of September 10. The combination of higher Treasury yields and inflation has the potential to push mortgage rates and monthly…...

3+ day, 1+ hour ago   (714+ words) Lovesac (NASDAQ: LOVE) reported Q2 FY2027 net sales of $161.2 million, up 0.4% year over year, and diluted EPS of $0.51 versus a $0.45 loss per share a year earlier. The return to GAAP profitability was driven chiefly by $21.0 million of IEEPA tariff refunds and related…...

2+ day, 21+ hour ago   (766+ words) The most important change from the previous AMD set up is the management view of the market. At Citi, AMD said its total AI opportunity is potentially $2 trillion, with the server CPU opportunity in the range of $220 billion. More importantly…...

3+ day, 2+ hour ago   (373+ words) Comparable-store sales declined 7.1%, with both retail banners reporting lower revenue. Gross profit fell considerably faster than sales because of heavier promotional activity, clearance of aged and excess inventory, and a difficult comparison with a prior-year pricing benefit. SG&A declined…...

3+ day, 16+ hour ago   (609+ words) Gloo (Nasdaq: GLOO) reported fiscal Q2 2026 revenue of $46.6 million, up 188% from $16.2 million a year earlier, while GAAP diluted loss per share narrowed to $0.25 from $6.45. Net loss fell to $21.2 million and adjusted EBITDA improved to negative $8.3 million, although the company remained unprofitable…...

3+ day, 16+ hour ago   (353+ words) Total comparable sales increased 6% during the 13-week quarter ended August 1, 2026. Gross profit and operating income grew much faster than revenue, although tariff refunds were the primary reason for the margin expansion. The following figures are in USD millions except EPS…...

3+ day, 21+ hour ago   (844+ words) Applied Materials reported fiscal Q3 revenue of $9.12 billion, up 25% year over year. GAAP gross margin reached 50.3%, non-GAAP gross margin was 50.4%, and non-GAAP EPS rose 41% to a record $3.50. The company also generated record quarterly operating cash flow of $3.04 billion. What stands out…...

3+ day, 22+ hour ago   (1615+ words) UNFI closed fiscal 2026 with higher profitability, record full-year free cash flow and lower leverage. Management expects adjusted EBITDA and adjusted EPS to grow again in fiscal 2027, although remaining network optimization effects are expected to weigh on first-quarter sales. Management said…...

4+ day, 1+ hour ago   (533+ words) Core & Main (NYSE: CNM) reported fiscal Q2 2026 net sales of $2.145 billion, up 2.5% year over year, and diluted EPS of $0.77, up 10.0%, for the quarter ended August 2, 2026. Acquisitions, pricing, and volume supported sales, while lower SG&A expenses and a reduced share count…...

4+ day, 1+ hour ago   (637+ words) For the 13 weeks ended August 1, 2026, reported sales slipped by $7.0 million even as comparable sales remained positive. Gross profit increased 1.8%, and gross margin expanded by 80 basis points to 39.4%. GAAP operating income also benefited from lower asset impairments, which fell to $19.5 million…...