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

- 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.
- Earnings Beat: Torrid's Q4 GAAP EPS of -$0.08 exceeded expectations by $0.05, despite a revenue decline of 14.3% year-over-year to $236.17 million, which still beat estimates by $5.06 million, demonstrating resilience in challenging conditions.
- Future Outlook: The company anticipates Q1 fiscal 2026 net sales between $236 million and $244 million, with adjusted EBITDA expected to range from $14 million to $18 million, indicating a cautiously optimistic management outlook for upcoming performance.
- Annual Projections: For fiscal 2026, Torrid expects net sales between $940 million and $960 million, with adjusted EBITDA projected between $65 million and $75 million, reflecting ongoing efforts and strategic planning amid market challenges.
- Capital Expenditure Plans: The company plans to invest between $8 million and $10 million in capital expenditures for fiscal 2026, aimed at enhancing operational capacity and market competitiveness, while shares rose 33.6% in after-hours trading, signaling investor confidence in future growth.
- Revenue Expectations Decline: Torrid Holdings anticipates a 16.1% year-over-year revenue decline this quarter, worsening from last year's 6.1% drop, indicating a weakening competitive position that could undermine investor confidence.
- Poor Financial Performance: Last quarter, Torrid reported revenues of $235.2 million, down 10.8% year-over-year, with full-year EBITDA guidance significantly missing analyst expectations, reflecting operational challenges faced by the company.
- Industry Comparison: In contrast to Torrid, peers Tilly's and Victoria's Secret reported revenue growths of 5.3% and 7.8%, respectively, highlighting demand disparities in the market that may intensify pressure on Torrid.
- Stock Price Volatility: While the average apparel retail stock has declined by 10% over the past month, Torrid's stock has risen by 23.8%, yet its current price of $1.30 is below the average analyst price target of $1.48, suggesting potential adjustment risks ahead.











