Earnings
Costco's fiscal fourth quarter topped earnings and revenue expectations as comparable sales and digital demand remained strong. Slower paid-membership growth and higher costs remain areas to watch as the retailer prepares a $7.5 billion fiscal 2027 capital program.
Earnings
AutoZone shares climbed after quarterly earnings exceeded expectations despite softer revenue and same-store sales. A sharp gross-margin increase, higher net income and improving sales late in the quarter helped offset the weaker top-line results.
Earnings
Nucor shares fell nearly 6% after third-quarter earnings guidance came in below Wall Street expectations. Higher steel selling prices are supporting its mills and products businesses, but rising costs and weaker raw-material results are limiting the near-term earnings benefit.
Business Trends
Etsy is drawing renewed analyst attention as buyer trends improve, marketplace sales grow and restructuring lowers costs. Recent data suggest the online marketplace is entering the second half of 2026 with stronger operating momentum.
Business Trends
Nike’s appointment of LVMH executive Alexandre Arnault adds brand-building and digital experience to its board as the company works through weaker sales trends, channel challenges and an extended decline in NKE stock.
Business Trends
Intuit reaffirmed its fiscal 2027 outlook at Investor Day, projecting 9%-10% revenue growth. Global Business Solutions and Credit Karma remain the strongest growth areas as the company emphasizes customer acquisition and its AI-driven platform.
Earnings
Lennar cut its 2026 delivery target as higher mortgage rates and weaker buyer confidence pressured demand. Q3 orders fell 9%, deliveries declined 3%, and home-sales margins remained below year-ago levels, sending LEN stock lower after earnings.
Business Trends
Walmart is expanding e-commerce, advertising, membership and marketplace revenue even as U.S. comparable sales growth slows. Stronger profitability and new digital initiatives are being weighed against rising costs, heavier capital spending and a premium valuation.
Earnings
Forgent Power Solutions entered fiscal 2027 with record bookings and a $3 billion backlog after nearly doubling annual revenue. Strong data-center and Powertrain Solutions demand, higher margins and an above-IPO FY27 outlook drove a sharp investor reaction.
Earnings
Adobe delivered record Q3 revenue, surpassed one billion monthly active users and lifted its full-year outlook. But slower recurring-revenue indicators and a Q4 sales outlook near expectations kept attention on whether rapid AI adoption can translate into stronger paid growth.
Earnings
RH delivered stronger-than-expected second-quarter profitability and raised its fiscal 2026 outlook. The luxury retailer is counting on RH Estates, backlog conversion and new galleries to drive a sharp acceleration in fourth-quarter growth.
Innovation & Tech
Oracle delivered faster cloud infrastructure growth and more than $30 billion in new AI contracts, lifting its backlog to $664 billion. The growth is accelerating, but heavy capital spending, negative free cash flow and margin pressure remain central to the ORCL story.