| RL |
Report |
Gross Margin % |
BEAT |
pred ~74.5% vs. cons ~73.3% |
MEDIUM |
| RL |
Report |
Asia CC SSS % |
BEAT |
pred ~+14-16% vs. cons +11.3% |
MEDIUM |
| RL |
Report |
NA Retail CC SSS % |
BEAT |
pred ~+8-10% vs. cons +6.8% |
MEDIUM |
| RL |
Guide |
CC Revenue Growth (FY27) |
UNCHANGED |
guide ~+4-5% CC vs. cons $8.63B |
HIGH |
| RL |
Guide |
Operating Margin (FY27) |
UNCHANGED |
guide +40-60bps vs. cons ~16.7% |
HIGH |
| RL |
Guide |
Europe tone (qualitative) |
UNCHANGED |
measured/cautious, no upgrade vs. current low-to-mid single digit growth guide |
HIGH |
| RL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| RL |
Return |
5-day cumulative residual |
-1.5% (FADE) |
FADE -- beat absorbed day-1, FY guide maintained pulls estimates flat-to-down, 5-day drift negative as sell-side models implied Q2 |
MEDIUM |