Israeli PM Claims War Will End Quickly, US Stocks Rebound
U.S. equity markets pared their losses late in the day on Thursday following comments from Israeli PM Netanyahu that the war "will end much faster than people think" with ground operation is being considered, along with his expressed willingness to help the U.S. reopen the Strait of Hormuz. S&P 500 bounced from its early session lows below 6,560 to close the day north of the 6,600 level, and the rebound is holding into the evening session. In the opening hour of the evening trade, S&P 500 e-minis and the Nasdaq 100 contracts are up 0.3%. In commodities, WTI Crude Oil is down notably on the developments, sliding 2% below $94 per barrel, while precious metals bounce from Thursday's steep declines.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Torrid Holdingsup 21.6%Intellicheckup 16.3%Scholasticup 9.9%FedExup 9.2%, United Parcel Serviceup 1.6% in sympathyYork Space Systemsup 8.6%Firefly Aerospaceup 7.2%United States Antimonyup 3.7%LOWER -Super Micro Computerdown 8.8% on export control violation reports as board member charged with smuggling Nvidiachips to ChinaFlowco Holdingsdown 8.0% after equity offering
Trade with 70% Backtested Accuracy
Analyst Views on CURV
About CURV
About the author

- Torrid Underperformance: Torrid Holdings (NYSE:CURV) has shown weak same-store sales trends over the past two years, leading to a 2.2% decline in free cash flow margin, indicating a lack of expansion opportunities in its core markets and potential shareholder dilution risks.
- Boeing Growth Potential: Boeing (NYSE:BA) has experienced a 69.7% growth in unit sales over the past two years, with an estimated revenue growth of 10.6% for the next 12 months, and an impressive annual earnings per share growth of 47.6%, reflecting strong profitability and market demand.
- Viper Energy's Profitability: Viper Energy (NASDAQ:VNOM) has achieved a remarkable 36.8% annual revenue growth over the past decade, with a 6.4 percentage point improvement in EBITDA margin over the last five years, demonstrating its ability to scale efficiently.
- Market Risk Warning: Despite some companies showing growth potential, the risks of high debt and negative cash flow remain, necessitating cautious evaluation by investors regarding potential shareholder dilution and bankruptcy risks.
- CPI Impact on Spending: The April Consumer Price Index (CPI) rose to 3.8%, the highest in nearly three years, indicating that rising prices for imported apparel, electronics, and home goods may reduce consumers' discretionary income, thereby impacting retailers' profitability.
- Retail Stock Declines: Following the CPI report, stocks like Torrid (NYSE:CURV) fell 3.8%, Victoria's Secret (NYSE:VSCO) dropped 0.9%, and Boot Barn (NYSE:BOOT) decreased by 4.1%, reflecting market concerns about the retail sector's outlook.
- Rising Oil Prices Intensify Pressure: With oil prices nearing $107, consumers are spending more on fuel, which further squeezes their budgets for apparel and electronics, putting additional profit pressure on retailers, especially ahead of the back-to-school season.
- Market Overreaction: Although the stock market reacted strongly to the CPI news, leading to significant declines in several stocks, this may present buying opportunities for investors looking for quality stocks amid heightened market volatility.
- Sales Performance Exceeds Expectations: Torrid achieved net sales of $1 billion for fiscal 2025, surpassing projections, while adjusted EBITDA reached $63.6 million, demonstrating the company's success in optimizing its channels and product offerings.
- Strong Sub-Brand Growth: Sub-brand sales exceeded $70 million in 2025, with projections indicating approximately 60% growth to $110 million in 2026, highlighting the effectiveness of the company's diversification strategy.
- Cost Control and Inventory Management: Despite facing $50 million in tariff pressures, Torrid maintained effective inventory discipline, reporting a net loss of $8.1 million for 2025, showcasing the company's efficiency in cost management.
- Optimistic Future Outlook: Management expects net sales for 2026 to range between $940 million and $960 million, with adjusted EBITDA projected at $65 million to $75 million, reflecting confidence in market expansion and profitability.
- Sales Performance Achieved: Torrid Holdings reported net sales of $1 billion for fiscal 2025, meeting guidance, while adjusted EBITDA reached $63.6 million, slightly exceeding market expectations, demonstrating the company's ability to maintain stable profitability amid challenges.
- Store Optimization Strategy: The company closed 151 underperforming stores in 2025, successfully enhancing profitability and customer retention, with this strategy expected to lay a foundation for future business growth.
- Sub-Brand Growth Potential: Sub-brands generated over $70 million in sales in 2025 and are projected to grow approximately 60% in 2026, which will further drive margin accretion for the company.
- Footwear Business Reintroduction: The successful reintroduction of the footwear category presents opportunities for profit growth in the latter half of 2026, despite a 10% decline in comparable sales in Q4 2025 due to the temporary pause in the shoe business; the company has implemented measures to regain market competitiveness.
- Performance Exceeds Expectations: Torrid Holdings (CURV) outperformed Wall Street's conservative expectations in Q4, with sales down 14.3% year-over-year but still surpassing market forecasts, indicating early signs of successful turnaround measures.
- Strategic Adjustments: In 2025, Torrid closed 151 unproductive locations and launched five sub-brands that generated approximately $70 million in sales, restructuring its product assortment to focus on core franchises, thereby enhancing its competitive position.
- Future Outlook: The company expects net sales for the current quarter to be between $236 million and $244 million, down from last year but above the $234.14 million estimate, with adjusted EBITDA projected between $14 million and $18 million.
- Stock Price Surge: Following the optimistic outlook, shares rallied by 28% in after-hours trading, reflecting increased investor confidence in the company's future performance.











