NY20:08LDN01:08TYO09:08LIVE

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F4 · ERN

Earnings

The week ahead is a consumer cluster — AutoZone, Cintas, Costco, Darden, FedEx — then Micron and the banks. Software already spoke (ORCL, ADBE).

Thu, Sep 10

Ticker	Name	When	EPS est	Act	Why it matters
ORCL	Oracle	AMC	1.77	1.92	Beat on EPS; backlog still the multiple. Stock digested the print into the hike.
ADBE	Adobe	AMC	6.21	6.13	Slight miss. Software multiple still hostage to rates.

Wed, Sep 16

Ticker	Name	When	EPS est	Act	Why it matters
LEN	Lennar	AMC	1.32	1.23	Miss as the 10-year started its run at 5%. Housing is a rates expression.

Tue, Sep 22

Ticker	Name	When	EPS est	Act	Why it matters
AZO	AutoZone	BMO	54.80	AHEAD	Quality defensive with rate-insensitive demand. Monday’s first real print.
KBH	KB Home	AMC	0.88	AHEAD	Second housing read after Lennar. 5% 10-year is the overlay.

Wed, Sep 23

Ticker	Name	When	EPS est	Act	Why it matters
CTAS	Cintas	BMO	1.38	AHEAD	Operating-leverage compounder. A clean beat is a ‘soft landing still alive’ tell.
PAYX	Paychex	BMO	1.35	AHEAD	Labor-market nowcast wearing an earnings costume.
GIS	General Mills	BMO	0.73	AHEAD	Staples vs. the diesel-into-food pipeline. Inflation pass-through test.

Thu, Sep 24

Ticker	Name	When	EPS est	Act	Why it matters
DRI	Darden Restaurants	BMO	2.07	AHEAD	Consumer-health print. Fuel-at-the-pump is the swing factor for Olive Garden math.
COST	Costco	AMC	6.67	AHEAD	The week’s marquee. Renewal rate > comps. A miss on membership is a consumer-regime shift.

Fri, Sep 25

Ticker	Name	When	EPS est	Act	Why it matters
FDX	FedEx	AMC	4.05	AHEAD	Global volume + fuel. The war is in the fuel line, not the guidance adjective.

Wed, Sep 30

Ticker	Name	When	EPS est	Act	Why it matters
MU	Micron	AMC	3.22	AHEAD	Closes the pre-bank earnings window. Memory is the second derivative of AI capex.

Thu, Oct 1

Ticker	Name	When	EPS est	Act	Why it matters
NKE	Nike	AMC	0.45	AHEAD	Brand reset still in process. China is the drag; North America has to carry.
ACN	Accenture	BMO	3.21	AHEAD	Consulting as an AI-adoption nowcast.

Tue, Oct 13

Ticker	Name	When	EPS est	Act	Why it matters
JPM	JPMorgan	BMO	4.85	AHEAD	Official start of Q3 bank season. NII vs. 5% 10-year is the debate.