Earnings360 Newsletter for 8/29/2024

Earnings360 Newsletter for 8/29/2024
Earnings Highlights: GIS, STZ, NKE, FDXF, AYI, MKC, SNX, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Trump Issues Emergency Order That Supports Elon Musk's Next Venture (ad)
Trump Issues Emergency Order That Supports Elon Musk's Next Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states.

The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.
 
See which companies control the supply chain behind this emerging techtc pixel
Top Earnings News
Kohl’s Charts a Resilient Path in a Challenging Retail Landscape
Study: How Much Are Retirees Earning from Side Hustles in 2024?
I called this move before it doubled (that’s just the warmup)tc pixel 
CAVA Stock Surges on Q2 Beat: Is It the Next Chipotle?
PDD Shares Plunge: Why This Could Be a Hidden Gem for Investors
Don’t Let Peloton Take You For a Ride: What You Need to Know
Eli Lilly’s Path to the Next Trillion Market Capitalization
Giving “2022 pre-ChatGPT” vibes (but 10x bigger)tc pixel 
Intuit Stock Drops Sharply on Profit Concerns: Is It a Buy?
Advanced Auto Parts Stock May Be Cheap for a Reason
La-Z-Boy Stock Faces Headwinds, Remains a Hold
NVIDIA: Analysts Bullish Ahead of Earnings - Is It a Buy Now?

Thursday, August 29 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ADSK Autodesk$207.48$2.00$2.15$0.15$1.51 thousand$1.48 thousand11.9%
AEO American Eagle Outfitters$16.49$0.38$0.39$0.01$1.29 thousand$1.31 thousand7.5%
AIRYY Air China$10.40 - ($0.18) - $5.45 thousand$0.00
ATAT Atour Lifestyle$32.22$0.32$0.30($0.02)$247.28$244.72
BACHY Bank of China$15.29 - $0.62 - $21.67 thousand$0.00
BBY Best Buy$77.81$1.16$1.34$0.18$9.29 thousand$9.23 thousand-3.1%
BF.A Brown Forman$26.81 - $0.41 - $951.00$0.00
BF.B Brown-Forman$26.16$0.46$0.41($0.05)$951.00$990.82-8.4%
BIRK Birkenstock$45.83$0.56$0.49($0.07)$564.76$628.70
BURL Burlington Stores$313.49$0.95$1.20$0.25$2.47 thousand$2.42 thousand13.4%
CIHKY China Merchants Bank$28.00 - $0.95 - $11.84 thousand$0.00
CM Canadian Imperial Bank of Commerce$113.85$1.74$1.93$0.19$6.60 thousand$6.28 thousand12.9%
CMAKY China Minsheng$4.04 - $0.17 - $5.03 thousand$0.00
CPB Campbell's$23.32$0.62$0.63$0.01$2.29 thousand$2.30 thousand
CPB Campbell's$23.32$0.62$0.63$0.01$2.29 thousand$2.31 thousand10.9%
DELL Dell Technologies$394.29$1.49$1.89$0.40$25.03 thousand$24.14 thousand9.1%
DG Dollar General$118.19$1.79$1.70($0.09)$10.21 thousand$10.37 thousand4.2%
ESTC Elastic$57.86$0.25$0.35$0.10$347.42$344.6718.3%
GAP GAP$19.32$0.39$0.54$0.15$3.72 thousand$3.61 thousand
GMS GMS$109.96$2.14$1.93($0.21)$1.45 thousand$1.48 thousand2.8%
LULU lululemon athletica$118.43$2.93$3.15$0.22$2.40 thousand$2.41 thousand9.1%
MDB MongoDB$354.88$0.49$0.70$0.21$478.11$465.0312.8%
MLLUY Metallurgical Corp. of China$3.56 - ($0.03) - $20.56 thousand$0.00
MRVL Marvell Technology$245.29$0.30$0.30$0.00$1.27 thousand$1.25 thousand-5.1%
NESR National Energy Services Reunited$27.90 - $0.29 - $324.97$0.00
OLLI Ollie's Bargain Outlet$74.21$0.78$0.78$0.00$578.38$561.6012.4%
PLAB Photronics$28.86$0.56$0.51($0.05)$211.00$225.00-5.9%
ULTA Ulta Beauty$461.33$5.47$5.30($0.17)$2.55 thousand$2.61 thousand.9%
Before SpaceX goes public, watch this tiny supplier closely (ad)
Elon’s new "tollbooth"
When the railroads launched in the 1860s, Andrew Carnegie didn't profit by riding the trains - he got rich owning the steel rails they ran on. The same dynamic may be playing out today around the anticipated $1.75 trillion SpaceX IPO.

Analyst Michael Robinson has identified a tiny, under-the-radar supplier - just 1/60th the size of SpaceX - that he believes sits at the center of Elon Musk's broader AI infrastructure buildout.
 
Watch Robinson's presentation and see the details before the IPO window closestc pixel

Wednesday, August 28 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AFRM Affirm$84.58($0.45)($0.14)$0.31$659.19$599.50
ANF Abercrombie & Fitch$92.41$2.14$2.50$0.36$1.13 thousand$1.09 thousand
APLD Applied Digital$33.06($0.23)($0.52)($0.29)$43.70$42.70
APLD Applied Digital$33.06($0.23)($0.52)($0.29)$43.70$42.70
BBWI Bath & Body Works$21.95$0.35$0.37$0.02$1.53 thousand$1.54 thousand
BCMXY Bank of Communications$20.60 - $0.76 - $9.03 thousand$0.00
BYDDF BYD$10.20 - $0.43 - $24.33 thousand$0.00
BYDDY BYD$10.14 - $0.86 - $24.33 thousand$0.00
BZ KANZHUN$13.00$0.12$0.13$0.01$263.75$264.38
CEO CNOOC$121.76 - $11.55 - $15.92 thousand$0.00
CHWY Chewy$20.78$0.03$0.05$0.02$2.86 thousand$2.86 thousand
COO Cooper Companies$74.20$0.91$0.96$0.05$1.00 thousand$997.307.8%
CRM Salesforce$165.94$2.36$2.56$0.20$9.33 thousand$9.22 thousand8.5%
CRWD CrowdStrike$193.98$0.24$0.26$0.02$963.87$958.2731.7%
DCI Donaldson$88.96$0.88$0.94$0.06$935.40$941.12
EKTAY Elekta$5.29 - $0.04 - $359.76$0.00
FIVE Five Below$182.43$0.54$0.54$0.00$830.07$821.95
FL Foot Locker$24.01($0.08)($0.05)$0.03$1.90 thousand$1.88 thousand
GB Global Blue Group$7.49$0.06$0.03($0.03)$126.75$127.42
GEF Greif$75.11$1.17$1.03($0.14)$1.45 thousand$1.43 thousand
GEF.B Greif Bros.$92.05 - $1.03 - $1.45 thousand$0.00
HPQ HP$21.95$0.86$0.83($0.03)$13.52 thousand$13.37 thousand2.4%
KSS Kohl's$18.30$0.46$0.59$0.13$3.53 thousand$3.69 thousand-4.2%
LI Li Auto$12.02 - $0.14 - $4.36 thousand$0.00
NTAP NetApp$154.17$1.45$1.56$0.11$1.54 thousand$1.53 thousand7.6%
NTIOF National Bank of Canada$155.38 - $1.96 - $2.18 thousand$0.00
NTNX Nutanix$51.28($0.08)($0.06)$0.02$547.95$537.12
NVDA NVIDIA$194.83$0.64$0.68$0.04$30.04 thousand$28.74 thousand122.4%
OKTA Okta$141.42($0.08)$0.21$0.29$646.00$632.24
P Everpure$72.85$0.10$0.20$0.10$763.77$756.59
PAHC Phibro Animal Health$33.26$0.34$0.41$0.07$273.16$262.44
PSEC Prospect Capital$2.24$0.18$0.25$0.07$212.26$0.00
RY Royal Bank Of Canada$204.64$2.15$2.38$0.23$10.68 thousand$10.40 thousand
SJM J. M. Smucker$116.32$2.17$2.44$0.27$2.13 thousand$2.13 thousand17.7%
VEEV Veeva Systems$192.40$1.04$1.07$0.03$676.18$667.21
VSXY Victoria's Secret & Co.$76.46$0.38$0.40$0.02$1.42 thousand$1.41 thousand

Upcoming Earnings Reports

CompanyRelease DateRelease Time
FRO Frontline8/31/2026Morning
TIGR UP Fintech8/27/2026Morning
AMBBY Ambu A/S5/5/2026Unknown
VSQTF Victory Square Technologies7/9/2026Unknown
ACGBY Agri Bank China9/4/2026Unknown
ENLV Enlivex Therapeutics8/24/2026Unknown
IDCBY Industrial & Commercial Bank of China Ltd.9/4/2026Unknown
VEON VEON7/31/2026Unknown
CSUAY China Shenhua Energy9/4/2026Unknown
MNSO MINISO Group8/20/2026Unknown
JKS JinkoSolar8/27/2026Unknown
FULT Fulton Financial7/22/2026Afternoon
CELJF Cellcom Israel8/6/2026Unknown
CICHY China Construction Bank9/4/2026Unknown
ASAN Asana9/2/2026Afternoon
ZS Zscaler9/1/2026Afternoon
GTLB GitLab9/2/2026Afternoon
NAT Nordic American Tankers8/27/2026Morning
KNOP KNOT Offshore Partners8/20/2026Morning
PD PagerDuty9/2/2026Afternoon
MOMO Hello Group8/27/2026Morning
GHRS GH Research8/6/2026N/A
SGMA SigmaTron International1/1/2000Unknown
NTRB Nutriband6/12/2026Unknown
MAXN Maxeon Solar Technologies5/26/2026Unknown
ASND Ascendis Pharma A/S8/6/2026Unknown
IRS IRSA Inversiones Y Representaciones9/8/2026Unknown
HQY HealthEquity9/1/2026Unknown
SPWH Sportsman's Warehouse9/3/2026Unknown
LND Brasilagro Cia Brasileira De Propriedades Agricolas5/7/2026Unknown
OCFC OceanFirst Financial7/23/2026Afternoon
SBCF Seacoast Banking Corporation of Florida7/23/2026Afternoon
FBK FB Financial7/13/2026Morning

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