Earnings live: GameStop stock slides, Chewy fluctuates, with Oracle's closely watched results on deck

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• S&P 500 companies that mention AI have seen higher average price increase than non-AI-mentioning counterparts - 1% vs 0.3% since Sept. 30, and 13.9% vs 5.7% since Dec. 31, 2024

  80% confidence

• CHWY's gross margin has limited upside going forward, and the scaling of sponsored ad initiative needs to continue for same magnitude of GM gains

  80% confidence

• Many consumers' wallets are pressured and they are seeking value; confident in holiday plans and teams ready to make Holiday Happen Here at Ulta Beauty

  80% confidence

• Sentiment toward food retailers seems to have soured over past few months; when inflationary concerns were more persistent and consumer environment stronger, food retail space was better liked

  80% confidence

• Noted soft demand and choppy housing market this year, though emphasized luxury business remains differentiated

  80% confidence

• Company has made substantive progress on back-to-basics turnaround plan including relaunching marketing, reinvigorating food & beverage, improving operations, refreshing games, and revamping store remodel program

  80% confidence

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

  80% confidence

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

  80% confidence

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

  80% confidence

• Q3 sales were strongest in 13 quarters, reflecting acceleration of Bold New Chapter strategy and demonstrating meaningful enterprise-wide changes are resonating with customers

  80% confidence

• 3 million more households now part of customer base vs last year, with high-income consumers (>$100k/year) making up majority of new customers, 30% from middle-income ($60-100k), 10% from lower-income (<$60k)

  80% confidence

• Seen really nice traffic growth in both new customers and retention; expansion of value concept working with 80% of assortment at $5 and below but attention to items above $5 packing value at $7, $10, $15

  80% confidence

• All consumers seeking value; marrying value-seeking behavior with convenience and discovery is intersection where Dollar Tree thrives

  80% confidence

• Partnership is meaningful step toward making frontier AI genuinely useful for businesses

  80% confidence

• Enterprises have spent years building secure trusted data environments and now want AI that can work within those environments without compromise; partnership brings Claude directly into Snowflake where data already lives

  80% confidence

• Factors pressuring Kroger: Amazon's push into grocery, Walmart taking share and ramping up price competition, concerns about food inflation reigniting, and Nielsen data showing slower sales growth

  80% confidence

• Price increases in auto parts industry likely to persist for couple more quarters before getting back to normal inflationary rates, setting up AZO to lap outsized LIFO charges in FY'26 and recover in FY'27

  80% confidence

• 99% of S&P 500 companies have reported Q3 earnings as of Dec. 5, with analysts estimating 13.4% jump in EPS during Q3, marking fourth straight quarter of double-digit earnings growth

  80% confidence

• Guidance continues to assume consumer is more choiceful in Q4 2025

  80% confidence

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

  80% confidence