Q1 2025 Consumer Discretionary Earnings: Key Highlights & Market Reactions
Introduction: Navigating Consumer Discretionary Earnings Amid Market Volatility
The Q1 2025 earnings season is underway, and all eyes are on the Consumer Discretionary sector for clues about the strength of consumer demand, housing trends, and discretionary spending habits. From auto manufacturers and homebuilders to luxury goods and retailers, earnings results this quarter are shaping market sentiment and portfolio positioning.
This blog is a live-updating tracker of major Consumer Discretionary earnings reports as they’re released. Updated daily, it delivers timely data and financial insights for advisors, asset managers, and institutional investors. We’re breaking down revenue and EPS results, performance surprises, management commentary, and YCharts-suggested visuals to help you uncover themes and opportunities across the sector.
Bookmark this page and check back regularly as new companies report and the earnings picture evolves across the remainder of the Q1 season.
Latest Earnings Reports
YCharts users can view a full breakdown of all current and upcoming earnings calls and reports live here.
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April 23, 2025 Earnings
Travel + Leisure Co. (TNL) Reports Strong Q1 Results Driven by Vacation Ownership Growth
Travel + Leisure Co. announced Q1 2025 revenue of $1.05 billion, a 7% increase year-over-year, and adjusted EBITDA of $230 million. The company reported adjusted diluted EPS of $1.12, surpassing analyst expectations. Growth was primarily driven by increased vacation ownership sales and higher occupancy rates across its resorts.
View Travel + Leisure Co’s Earnings Report Here >
Taylor Morrison Home Corp. (TMHC) Achieves Record Q1 Revenue Amid Strong Housing Demand
Taylor Morrison reported Q1 2025 revenue of $1.8 billion, marking a 10% increase from the prior year. Net income rose to $150 million, or $1.45 per diluted share, exceeding analyst estimates. The company attributed its performance to robust demand in key markets and effective cost management strategies.
View Taylor Morrison Home Corp’s Earning Report >
NVR Inc. (NVR) Experiences Profit Decline Amid Housing Market Challenges
NVR Inc. reported Q1 2025 revenue of $2.4 billion, a 3% increase year-over-year. However, net income decreased by 24% to $299.6 million, or $94.83 per share, due to higher lot costs and pricing pressures. Gross profit margin declined to 21.9% from 24.5% in Q1 2024, reflecting ongoing challenges in the housing market.
View NVR Inc’s Earnings Report Here >
Las Vegas Sands Corp. (LVS) Reports Q1 Revenue Growth Led by Singapore Operations
Las Vegas Sands announced Q1 2025 revenue of $2.85 billion, a 12% increase year-over-year, with adjusted EBITDA of $1.1 billion. The company’s Marina Bay Sands property in Singapore was a significant contributor to the growth, offsetting softer performance in Macau due to ongoing travel restrictions.
View Las Vegas Sands Corp’s Earnings Report Here >
LVMH Moët Hennessy Louis Vuitton SE (LVMUY) Faces Q1 Sales Decline Amid Global Economic Uncertainty
LVMH reported Q1 2025 revenue of €20.3 billion ($23.08 billion), a 3% decline year-over-year, missing analyst expectations. The fashion and leather goods division saw a 5% drop in sales, impacted by economic slowdowns in key markets and new tariffs on European imports. Sales in the U.S. and Asia (excluding Japan) declined by 3% and 11%, respectively.
View LVMH Moët Hennessy Louis Vuitton SE’s Earnings Report Here >
April 22, 2025 Earnings
Tesla Inc. (TSLA) Reports Decline in Earnings Amid Delivery Challenges
Tesla reported Q1 2025 earnings net income of $7.13 billion (TTM), normalized diluted EPS of $2.195 (TTM), and revenue of $97.69 billion (TTM). The company faced a 13% year-over-year decline in vehicle deliveries, totaling 336,681 units, marking its weakest quarter in three years. Factors contributing to this performance include production adjustments and intensified global competition. The annual EPS surprise stood at -2.42%.
View Tesla’s Earnings Report Here >
PulteGroup Inc. (PHM) Beats Estimates with Strategic Incentives
PulteGroup reported Q1 2025 revenue of $3.89 billion, surpassing analysts’ expectations of $3.82 billion. Adjusted earnings per share came in at $2.57, exceeding the anticipated $2.42. The company’s use of buyer incentives, such as rate buydowns and price discounts, effectively stimulated demand in a challenging housing market.
View PulteGroup Inc’s Earnings Report Here >
AMCON Distributing Co. (DIT) Sees Earnings Decline Amid Rising Costs
AMCON Distributing reported a fiscal Q3 2025 earnings per share of $2.46, down from the previous year, due to increased operational costs. However, sales rose to $717.9 million, driven by strong demand in the convenience store segment.
View AMCON Distributing Co’s Earnings Report Here >
Genuine Parts Co. (GPC) Reports Steady Growth
Genuine Parts Co. reported Q1 2025 revenue of $5.8 billion, a 3% increase year-over-year, with net income of $250 million and EPS of $1.75. The company’s diversified portfolio and strong demand in the automotive segment contributed to its steady performance.
View Genuine Parts Co’s Earnings Report Here >
April 17, 2025 Earnings
D.R. Horton Inc. (DHI) Misses Earnings and Lowers Forecast
D.R. Horton reported Q2 fiscal 2025 earnings per share of $2.58, below the expected $2.67, with revenue at $7.7 billion. The company cited a slower-than-anticipated spring selling season and affordability challenges as reasons for the performance. Consequently, D.R. Horton lowered its full-year revenue forecast to between $33.3 billion and $34.8 billion.
View D.R. Horton Inc’s Earnings Report Here >
April 10, 2025 Earnings
CarMax Inc. (KMX) Falls Short Amid Market Pressures
CarMax reported Q4 fiscal 2025 earnings per share of $0.58 on revenue of $6.00 billion, both below analysts’ expectations. The company sold 301,811 used vehicles, missing the anticipated 312,800 units. CarMax also suspended its long-term growth targets due to macroeconomic uncertainties.
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