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Earnings

General Mills has gained after earnings twice since 2024 — Stock Movers
4 calls: Why the last print still lifted the stock 8.5% in a day, what the sell side says about Olive Garden against Longhorn, and the apps now standing…
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19x forward earnings, and cheaper for a reason, Piper Sandler's strategist finds
7 takeaways: why the multiple rather than earnings decides the rest of the year, what falling hyperscaler cash flow did to the Mag 7's rating, and the…
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100% of the S&P's 2026 return is earnings growth, says Franklin Templeton's strategist
12 takeaways: The multiple fell while the index rose, the central-bank ratio he says leads earnings by 14 months, and why the man who called the…
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The largest US capital-spending boom in 150 yrs is lifting real rates, HB Wealth finds
7 arguments: Why neither 25bps nor 75bps of hikes touches her earnings outlook, where higher oil actually bites first, and the rotation inside…
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Real S&P earnings went from $5 to 250 since 1921, says Treussard Capital's founder
12 insights: The single thing he says would turn the wall of worry into a selloff, the 2029 Treasury that moved a full point in six months, and the $2T…
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Lori Calvasina: equities can take three hikes, six and a 5.5% 10-year does damage
5 predictions: the haircut RBC now takes off consensus earnings, the level on the 10-year where the damage starts, and why she is watching small caps…
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Motley Fool's contributors: the Duo's $58 lease may matter more than the phone
10 takeaways: why Chewy's sales fell in real terms, what Casey's 48x multiple had already priced in, and the Apple launch detail that could shorten the…
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Brent Thill: Oracle's backlog is up 46% and everyone still hates the stock
3 calls: the numbers he says the market ignored, the $400 share price his earnings math implies, and why he still ranks three other names ahead of it
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Lululemon: comparable sales fell 10% and the full-year guide is now -5% to -7%
10 numbers: why 80% of BRP's margin damage is tariffs, the Bank Act clause that keeps US banks out of Canadian retail, and the $4.9B eBay stake propping…
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Emily Cohn: Macy's beat and raised, and the stock fell about 3% anyway
3 insights: Why Bloomingdale's just posted its strongest Q2 revenue ever, what GLP-1 drugs are doing to apparel demand, and the one Macy's department…
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Jack Janasiewicz: a 10-year Treasury above 5% is the real risk, not $120 oil
8 calls: why the Fed's September meeting is a coin flip, why closing the US-international gap makes sense now, and what would actually end this bull…
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Seema Shah: the Fed's credibility problem is what raises the odds of a hike
4 takeaways: why the midterms are noise, the yield level that would actually trouble stocks, and what Friday's inflation print decides
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