Earnings live: GameStop, Chewy stocks slide, with Oracle's closely watched results on deck

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• All consumers are seeking value, marrying that value-seeking behavior with convenience and discovery is the intersection where Dollar Tree thrives

  80% confidence

• Chewy continues to outperform the pet category and expand market share, with profits once again growing faster than sales

  80% confidence

• 3 million more households are now part of its customer base compared to last year, with high-income consumers (>$100k/year) making up majority of new customers

  80% confidence

• Analysts estimate a 13.4% jump in earnings per share during Q3, marking fourth straight quarter of double-digit earnings growth and acceleration from 12% in Q2

  80% confidence

• 99% of S&P 500 companies have reported Q3 earnings as of Dec. 5

  80% confidence

• We've seen really nice traffic growth and growth in both new customers as well as retention

  80% confidence

• We are confident in our plans, and our teams are ready to make Holiday Happen Here at Ulta Beauty

  80% confidence

• What's really worked in terms of growth is an expansion of the idea of what value looks like

  80% confidence

• When inflationary concerns were more persistent in the food space and the consumer environment was stronger, the food retail space was better liked

  80% confidence

• This partnership brings Claude directly into Snowflake, where that data already lives. It's a meaningful step toward making frontier AI genuinely useful for businesses

  80% confidence

• Guidance continues to assume the consumer is more choiceful in the fourth quarter of 2025

  80% confidence

• Sentiment toward food retailers seems to have soured a bit over the past few months, including for Kroger

  80% confidence

• Analysts expected S&P 500 companies to report a 7.9% jump in earnings per share in Q3 as of Sept. 30

  80% confidence

• We've been hard at work relaunching our marketing engine, reinvigorating our food & beverage offering, improving our operations, refreshing our games platform, and revamping our store remodel program

  80% confidence

• Bears may point to an increasingly competitive market, pressure from tariffs, and greater promotional activity in the back half of the year to support a capped margin upside

  80% confidence

• The luxury business remains differentiated

  80% confidence

• Consumers remain intentional in their shopping behaviors with at-home-cooking trends continuing to benefit our brands within our Meals & Beverages portfolio that deliver quality, convenience and value

  80% confidence

• Our third quarter sales were the strongest in 13 quarters, reflecting the acceleration of our Bold New Chapter strategy and demonstrating that the meaningful enterprise-wide changes we've made are resonating with customers

  80% confidence

• Normalizing inflation rates will set up AZO to lap outsized LIFO charges in FY'26 and recover in FY'27

  80% confidence

• Since Dec. 31, 2024, AI-mentioning companies saw 13.9% price increase vs 5.7% for non-AI companies

  80% confidence

• Enterprises have spent years building secure, trusted data environments, and now they want AI that can work within those environments without compromise

  80% confidence

• Toll Brothers noted soft demand and a choppy housing market this year

  80% confidence

• While our Snacks business continues to weather category softness, our brands remain highly relevant

  80% confidence

• Companies that cited AI saw an average price increase of 1%, compared to an increase of 0.3% for companies that didn't mention AI since Sept. 30

  80% confidence

• Dave & Buster's has made substantive progress on its back-to-basics turnaround plan

  80% confidence

• Price increases in the industry are likely to persist for couple of more quarters, before getting back to normal inflationary rates

  80% confidence

• We know many consumers' wallets are pressured and they are seeking value

  80% confidence

• As of late, the view has been that CHWY's gross margin has limited upside going forward

  80% confidence