Feb. 12 at 1:45 PM
📈 Q4 recap:
$KIM $TRU $CROX all dropped numbers and most beat.
🏬
$KIM topped EPS and revenue, with occupancy hitting 96%+. Grocery-anchored centers still printing steady cash flow. 2026 guide calls for continued FFO growth. Boring? Maybe. Reliable? Yes.
📊
$TRU beat across the board — EPS and revenue up on strong Financial Services + emerging verticals growth. Management guiding for high-single-digit revenue and EPS growth in 2026 as its tech overhaul keeps rolling.
👟
$CROX crushed EPS and beat revenue despite a messy retail backdrop. DTC and international helped offset softness. 2026 sales may be flat-ish, but margins and EPS are expected to rise thanks to cost cuts.
Different sectors, same theme: execution still matters in this market.