First Look at Our September Quarter Earnings Calendar
How we plan to parse upcoming earnings and watch for earnings pre-announcements as well as their implications.
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In today’s Daily Rundown video, we shared the events that we’ll be focusing on this week and why we’ll be paying close attention to earnings from Nike NKE, McCormick MKC and ConAgra CAG. Comments on the consumer will be front and center as will Nike’s about foreign exchange and China.
Our goal in parsing those comments will be twofold. Obviously, their insights on the consumer heading into the holiday shopping season will be noteworthy. We’ll also be collecting them along with last week’s results from Micron MU, Lennar LEN, KB Home KBH, Jefferies JEF and Costco COST, as well as next week’s learning from JPMorgan JPM, Wells Fargo WFC and Fastenal FAST to get ready for what the September quarter earnings season is likely to bring. We’ll also be watching closely for earnings pre-announcements, both positive and negative, being mindful of those implications.
That’s right, even as we’re about to shut the book on September and 3Q 2024, the quarterly earnings gauntlet is right around the corner. To help you get ready for that, we’re sharing a list of tentative reporting data for the Portfolio over the next several weeks. Because it touches on multiple holdings in the Portfolio, we’ve also included the reporting date for Taiwan Semiconductor TSM.
As these dates firm, we plan on updating the list below:
October 8 – PepsiCo PEP
October 15 – Bank of America BAC
October 16 – Elevance Health ELV, Morgan Stanley MS
October 17 – Taiwan Semiconductor TSM
October 22 – Alphabet GOOGL, Lockheed Martin LMT, Microsoft MSFT
October 23 – Meta Platforms META, United Rentals URI
October 24 – Apple AAPL, Amazon AMZN, Labcorp LH, Mastercard MA
October 28 – Waste Management WM
October 29 – Eaton Corp ETN
October 31 – Builders FirstSource BLDR, Universal Display OLED
November 6 – Dutch Bros BROS, Qualcomm QCOM
November 7 – Axon AXON, Trade Desk TTD, Vulcan Materials VMC
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At the time of publication, TheStreet Pro Portfolio was long COST, PEP, BAC, ELV, MS, GOOGL, LMT, MSFT, META, URI, AAPL, AMZN, LH, MA, ETN, BLDR, OLED, BROS, QCOM, AXON, TTD and VMC.
