Stocks to watch next week: Salesforce, Dollar Tree, Inditex, Frasers Group and Associated British Foods

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• Dollar Tree expected adjusted EPS for Q3 to be similar to the same period last year

  80% confidence

• Salesforce is positioning itself to lead the next phase of enterprise AI through its Agentforce 360 platform and the recently completed acquisition of Informatica

  80% confidence

• While near-term sentiment remains cautious, optimism could build as AI becomes a more significant part of the story. The key challenge is delivering a material improvement in either growth or margins – a difficult task for a mature business, even with an AI tailwind.

  80% confidence

• ABF board has undertaken a review of the group's structure with a view to maximising long-term value; outcome could lead to separation of Primark and food businesses

  80% confidence

• Investors should keep an eye out for any update on Frasers' 30% stake in Boohoo where the two companies appear to have fought themselves to a standstill

  80% confidence

• Deutsche Bank data suggests Q3 for Inditex is unlikely to be a stellar quarter; despite strong 9% sales growth start, expected to fade to 4% in back half of quarter giving 6% overall for Q3

  80% confidence

• Salesforce heads into next week's third-quarter results after a difficult start to the year and guidance that points to slower growth ahead. The broader software sector has been under pressure, with investors worried about AI-driven disruption.

  80% confidence

• Inditex achieved a solid performance in the first half of 2025, with satisfactory sales in a complex market environment and maintaining strong levels of profitability

  80% confidence

• Primark now competes against Chinese players such as Shein and Temu, while its online offering is still far behind that of Next

  80% confidence

• More middle and higher-income consumers were shopping at Dollar Tree stores as inflation and economic uncertainty tightened household budgets; households earning above $100,000 a year contributed more meaningfully to growth in Q2

  80% confidence

• Deutsche Bank maintains a hold recommendation on Inditex shares

  80% confidence

• A soggy UK economy and an extra £50m in costs thanks to changes in national insurance contributions and minimum wages in the 2024 budget have dampened sentiment a bit for Frasers Group

  80% confidence

• DB's data highlights a weaker Q3 than Q2 in Europe which stacks up with other cautious datapoints on the European consumer

  80% confidence

• Primark is reaching a size where it perhaps requires laser focus to capitalise on its own growth prospects, particularly overseas where the brand is gaining some real traction

  80% confidence

• Frasers' elevation strategy drove another record year of profitable growth

  80% confidence

• Inditex autumn/winter trading had gotten off to a positive start with collections well received by customers; sales up 9% between early August and September versus same period last year

  80% confidence

• Primark is a jewel in the crown for ABF and is currently responsible for 49% of the company's revenue

  80% confidence

• Markets are looking for Salesforce to report around $10.3bn in revenue for the third quarter

  80% confidence

• A separation of ABF's food and retail businesses could make sense, given that the other parts of the business are rather more in keeping with the company name

  80% confidence