Bath & Body Works Q2 sales up 1.5% to $1.5bln, raises FY25 EPS guidance.

• Q2 net sales up 1.5% to $1.5 bln, at guidance high end • EPS $0.30, adj. EPS $0.37, at guidance high end • FY25 EPS guidance $3.28-$3.53, adj. EPS $3.35-$3.60 • Raised adj. EPS guidance due to current tariff rates • CEO Daniel Heaf praises team for solid Q2 performance • Raising guidance based on strong first-half results and outlook

Veeva Systems Inc. (VEEV) reported strong second-quarter (Q2) 2026 results, with revenue rising 17% year-over-year (YoY) to $789.1 million, exceeding analyst expectations. The company's adjusted net income also beat estimates, with a figure of $333.4 million. CEO Peter Gassner highlighted advancements in AI initiatives and strategic partnerships as key drivers of growth.

The company expects Q3 revenue between $790 million and $793 million, with non-GAAP EPS projected between $1.94 and $1.95. For the full fiscal year (FY) 2026, Veeva projects revenue between $3.134 billion and $3.140 billion, and non-GAAP EPS of approximately $7.78. The company attributed its strong performance to AI initiatives, Vault CRM milestones, and strategic partnerships with companies like IQVIA [1].

Veeva's stock recently traded at 36 times the next 12-month earnings, up from a P/E of 31 three months ago. The current average analyst rating on the shares is "buy," with 19 "strong buy" or "buy" recommendations, 11 "hold," and 2 "sell" or "strong sell" [1].

Kohl's Corporation (KSS) Raises Full-Year EPS Guidance

Kohl's Corporation (KSS) reported Q2 2025 results, with comparable sales down 4.2% and adjusted earnings per diluted share of $0.56, both ahead of expectations. The company's full-year EPS guidance was raised to $0.50-$0.80 from $0.10-$0.60, reflecting strong first-half results and a positive outlook. CEO Michael J. Bender highlighted improvements in proprietary brands, digital sales, and gross margin. The company expects net sales to decline 5% to 6%, comparable sales to decline 4% to 5%, and other revenue to decrease 13% to 14% [2].

References

[1] Reuters. (2025). Veeva Q2 Revenue, Adjusted Net Income Beat Estimates. Retrieved from https://www.tradingview.com/news/reuters.com,2025:newsml_PLXAF740F:0-veeva-q2-revenue-adjusted-net-income-beats-estimates/

[2] Seeking Alpha. (2025). Earnings Call Insights: Kohl's Corporation (KSS) Q2 2025 Management View. Retrieved from https://seekingalpha.com/news/4489674-kohls-raises-full-year-eps-guidance-to-0_50-0_80-while-advancing-proprietary-brand-strategy