Academy Sports and Outdoors, Inc. (ASO)
Academy Sports and Outdoors: Still Cautious About How The Second Half Will Play Out
I maintain my hold rating on ASO due to ongoing macro and consumer uncertainties despite some positive quarterly results. Strategic initiatives like new store rollouts and brand partnerships are showing tangible results, driving positive same-store sales and e-commerce growth. Core lower-income consumer weakness and elevated inventory levels pose significant risks to near-term demand and margin stability.
Academy Sports And Outdoors, Inc. (ASO) Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript
Academy Sports and Outdoors, Inc. (NASDAQ:ASO ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 4, 2025 1:10 PM EDT Company Participants Steven Lawrence - CEO & Director Earl Ford - Executive VP & CFO Conference Call Participants Katharine McShane - Goldman Sachs Group, Inc., Research Division Presentation Katharine McShane MD & Retail Analyst Okay. Hi, everybody.
Academy Sports and Outdoors, Inc. (ASO) Lags Q2 Earnings and Revenue Estimates
Academy Sports and Outdoors, Inc. (ASO) came out with quarterly earnings of $1.94 per share, missing the Zacks Consensus Estimate of $2.12 per share. This compares to earnings of $2.03 per share a year ago.
Academy Sports and Outdoors, Inc. (ASO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Academy Sports and Outdoors (ASO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
3 Leisure & Recreation Stocks to Watch Despite Industry Woes
The Leisure and Recreation Products industry faces challenges due to an uncertain economy. However, stocks like ASO, PTON and PLBY are likely to defy the headwinds.
Academy Sports and Outdoors Has Underappreciated Cash Flow Potential
I rate ASO a buy due to gross margin expansion, store growth, adoption by higher-earners, supporting free cash flow growth, and maintaining capital returns through repurchases. ASO's valuation is attractive at 11.4x TTM P/FCF, with reported cash flow depressed by growth investments and strategic inventory build, making shares look cheap. Brand expansion, especially the Jordan launch, and increasing penetration among $100k+ earners, position ASO for comp sales improvement and new store success when the macrocycle turns.
Academy Sports and Outdoors: Staying Neutral Until There Is More Near-Term Outlook Clarity
I rate ASO as Hold, due to near-term uncertainties, despite strong execution on store expansion and premium brand partnerships. Positive trends include successful new store openings, traction with higher-income customers, and a promising Nike Jordan launch boosting brand profile. Key concerns are declining traffic from core lower-income shoppers, volatile sales trends, and elevated inventory risking future markdowns.
Academy Sports: Expansion Efforts Gain Momentum
ASO is a compelling buy, offering strong free cash flow, a pristine balance sheet, and effective tariff mitigation despite sector headwinds. Recent guidance is encouraging, with EPS and free cash flow outlooks maintained or improved, reflecting successful inventory and cost management. Expansion outside its Southern hub and competitor distractions create a unique window for ASO to gain market share and grow brand partnerships.
Academy Sports and Outdoors, Inc. (ASO) Q1 2025 Earnings Call Transcript
Academy Sports and Outdoors, Inc. (NASDAQ:ASO ) Q1 2025 Earnings Conference Call June 10, 2025 10:00 AM ET Company Participants Dan A. Aldridge - Vice President of Investor Relations Earl Carlton Ford - Executive VP & CFO Steven Paul Lawrence - CEO & Director Conference Call Participants Anthony Chinonye Chukumba - Loop Capital Markets LLC, Research Division Emily Ghosh - Goldman Sachs Group, Inc., Research Division Gregory Scott Melich - Evercore ISI Institutional Equities, Research Division John Edward Heinbockel - Guggenheim Securities, LLC, Research Division Jolie Bess Wasserman - JPMorgan Chase & Co, Research Division Jonathan Richard Matuszewski - Jefferies LLC, Research Division Michael Lasser - UBS Investment Bank, Research Division Pedro Gil Garcia Alejo - Morgan Stanley, Research Division Robert Frederick Ohmes - BofA Securities, Research Division Operator Good morning, and welcome to the Academy Sports and Outdoors First Quarter Fiscal 2025 Results Conference Call.
Academy Sports and Outdoors (ASO) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Academy Sports and Outdoors (ASO) give a sense of how the business performed in the quarter ended April 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Academy Sports and Outdoors, Inc. (ASO) Lags Q1 Earnings and Revenue Estimates
Academy Sports and Outdoors, Inc. (ASO) came out with quarterly earnings of $0.76 per share, missing the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $1.08 per share a year ago.
Unlocking Q1 Potential of Academy Sports and Outdoors (ASO): Exploring Wall Street Estimates for Key Metrics
Evaluate the expected performance of Academy Sports and Outdoors (ASO) for the quarter ended April 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
