Episode
ASO Stock: First Positive Comp in 2 Years at 8x Earnings Q1 FY2026
- Published
- Jun 9, 2026
- Duration seconds
- 674
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Summary
ASO (Academy Sports and Outdoors) reported Q1 FY2026 earnings on 2026-06-09. Stock jumped 2.3% on the print. Here's the breakdown: Is ASO a buy, hold, or sell after this quarter? In this Academy Sports and Outdoors (ASO) Q1 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear price-aware Buy / Hold / Avoid Call and a Wall Street consensus comparison. If you follow Consumer stocks or ASO earnings, this is the Q1 FY2026 deep dive. 🎧 Listen on Podbean: https://chargedalpha.podbean.com (also on Apple Podcasts & Spotify) 🔔 Subscribe for daily earnings deep-dives → @ChargedAlpha | Call tracker: chargedalpha.com THE CALL: BUY (4/5 conviction, STRONG) - CURRENT @ $52.94 - BUY - BUY below $47.65 with $48.00 stop - AVOID above $70.00 TRIGGER: A second consecutive positive comparable-sales print in the September Q2 report WINDOW: Minimum through Q3 FY2026 earnings (November-December 2026) TRACKER: chargedalpha.com WALL STREET CONSENSUS - Ratings: 4 Strong Buy / 6 Buy / 11 Hold / 1 Sell / 0 Strong Sell - HOLD - Median 12-month price target: $59.00 (range $48 - $75) - Charged Alpha vs consensus: MORE BULLISH THESIS Academy is a value-priced sporting-goods retailer whose two-year comp decline just inflected positive - the core debate is whether the +2.9% comp is the start of a durable recovery or a one-quarter blip. Bull lever: Comp turned positive on traffic AND ticket; adjusted EPS up 22%; guidance raised; ~8x forward earnings with ~11% FCF yield and an aggressive buyback shrinking the float; 18-23 new stores add a structural growth lever. Key risk: It is a single quarter - a second positive comp is required to c…