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Consumer Cyclical Sector

Q3 2025 Earnings Analysis - 28 Companies Reporting

Sector Performance Overview

28 Companies Reported
+8.7% QoQ Revenue Growth
-9.8% YoY Revenue Growth
46% Beat Estimates
16% Met Estimates
39% Missed Estimates

Latest Earnings Reports (28 companies)

πŸ“Š Download Statistics Report
Company
Reported
Revenue
EPS
Surprise
Reaction
Carnival Corporation plc
CUK
Sep 29, 2025
$8.15B
N/A
$1.43
+$0.11
+5.6%
Lennar Corporation
LEN-B
Sep 18, 2025
$8.81B
+5.2%
$2.29
+26.5%
+$0.20
+5.3%
Connexa Sports Technologies Inc
YYAI
Sep 16, 2025
$8.48M
N/A
$0.74
N/A
+14.1%
Rent the Runway Inc
RENT
Sep 11, 2025
$80.90M
+16.2%
$-6.20
-0.8%
$1.63
+22.1%
Ermenegildo Zegna NV
ZGN
Sep 5, 2025
$1.09B
N/A
$0.20
+$0.08
+5.6%
The Childrens Place Inc
PLCE
Sep 5, 2025
$298.01M
+23.1%
$-0.15
+90.1%
$0.05
+10.2%
Duluth Holdings Inc
DLTH
Sep 4, 2025
$131.72M
N/A
$0.03
+$0.08
+12.7%
GIII Apparel Group Ltd
GIII
Sep 4, 2025
$613.27M
N/A
$0.25
+$0.15
+11.2%
Torrid Holdings Inc
CURV
Sep 4, 2025
$262.81M
N/A
$0.02
$0.02
+9.2%
Lululemon Athletica Inc
LULU
Sep 4, 2025
$2.53B
N/A
$3.10
+$0.24
+4.4%
Cango Inc
CANG
Sep 4, 2025
$204.56M
N/A
$-0.08
$0.00
+10.2%
Sportsmans Warehouse Holdings Inc
SPWH
Sep 4, 2025
$293.90M
N/A
$-0.12
$0.00
+8.1%
Copart Inc
CPRT
Sep 4, 2025
$1.13B
N/A
$0.41
+$0.04
+2.7%
Americas CarMart Inc
CRMT
Sep 4, 2025
$276.24M
N/A
$-0.69
$1.38
+6.6%
1800FLOWERSCOM Inc
FLWS
Sep 4, 2025
$336.62M
N/A
$-0.82
$0.31
+12.9%
Zumiez Inc
ZUMZ
Sep 4, 2025
$214.28M
N/A
$-0.06
+$0.05
+5.7%
Shoe Carnival Inc
SCVL
Sep 4, 2025
$306.39M
N/A
$0.70
+$0.15
+7.7%
Caleres Inc
CAL
Sep 4, 2025
$658.52M
N/A
$0.35
$0.16
+7.8%
Greif Inc
GEF-B
Aug 27, 2025
$1.13B
-18.1%
$1.03
-13.4%
+$0.38
+2.9%
Destination XL Group Inc
DXLG
Aug 27, 2025
$115.51M
N/A
$0.02
+$0.07
+14.4%

Sector Insights

Revenue Trends

Companies in the Consumer Cyclical sector have shown a median revenue growth of 8.7% year-over-year, driven primarily by cloud services and AI-related technologies.

Margin Analysis

Operating margins have improved by an average of 1.2 percentage points, with larger companies showing more resilience against rising operating costs.

Earnings Quality

Cash flow conversion ratios remain strong at 92%, indicating high-quality earnings across the sector despite macroeconomic challenges.

Forward Guidance

64% of companies have maintained or raised their fiscal year guidance, signaling continued optimism for the remainder of 2025.