Core Viewpoint - Analysts project that Glacier Bancorp (GBCI) will report quarterly earnings of $0.61 per share, reflecting a year-over-year increase of 35.6%, with revenues expected to reach $257.05 million, up 19.6% from the same quarter last year [1]. Earnings Projections - Over the past 30 days, the consensus EPS estimate has been adjusted downward by 5.2%, indicating a reassessment by covering analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Key Metrics Forecast - The consensus estimate for the 'Efficiency Ratio' is 61.4%, down from 64.9% a year ago [5]. - 'Non-accrual loans' are expected to reach $39.57 million, compared to $15.94 million reported in the same quarter last year [5]. - Analysts estimate 'Total non-performing assets' at $47.99 million, up from $28.12 million a year ago [5]. - 'Average Balances - Total earning assets' are projected to be $26.86 billion, an increase from $25.87 billion in the same quarter last year [6]. - 'Total Non-Interest Income' is expected to be $34.36 million, slightly down from $34.70 million a year ago [6]. - 'Net Interest Income' is forecasted at $222.40 million, compared to $180.23 million last year [7]. - 'Gain on sale of loans' is expected to reach $5.16 million, up from $4.90 million a year ago [7]. - 'Net interest income (tax-equivalent)' is projected to be $227.81 million, compared to $184.23 million last year [7]. Stock Performance - Glacier Bancorp shares have decreased by 5.6% over the past month, contrasting with a +0.4% change in the Zacks S&P 500 composite [8]. - With a Zacks Rank 4 (Sell), GBCI is anticipated to underperform the overall market in the near term [8].

Core Viewpoint - Analysts forecast that The Bank of New York Mellon Corporation (BK) will report quarterly earnings of $1.75 per share, reflecting a year-over-year increase of 15.1%, with anticipated revenues of $4.95 billion, up 6.5% from the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised upward by 0.3% in the past 30 days, indicating a reassessment by covering analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts project 'Revenue- Market and Wealth Services- Total revenue' to reach $1.70 billion, a 10.3% increase year-over-year [5]. - The estimate for 'Revenue- Securities Services- Total fee and other revenue' is $1.71 billion, suggesting a 6.3% year-over-year change [5]. - 'Revenue- Securities Services- Net interest income' is expected to be $652.08 million, reflecting a 7.1% increase year-over-year [6]. - The total revenue for 'Securities Services' is projected at $2.36 billion, indicating a 6.5% increase from the prior year [6]. Key Financial Metrics - The 'Tier 1 Leverage Ratio' is expected to remain at 6.0%, consistent with the same quarter last year [7]. - The estimated 'Total interest-earning assets - Average balance' is $369.21 billion, up from $356.93 billion in the same quarter last year [7]. - Analysts predict 'Book value per common share' will reach $54.88, compared to $51.78 in the same quarter last year [8]. - The consensus for 'Tier 1 Capital Ratio (Standardized Approach)' is 13.3%, down from 14.5% in the same quarter last year [8]. Nonperforming Loans and Assets - 'Total Nonperforming Loans' are expected to reach $242.13 million, up from $211.00 million in the same quarter last year [9]. - 'Assets under management - Total' is projected at $2152.86 billion, slightly up from $2144.00 billion year-over-year [9]. - 'Nonperforming Assets' are anticipated to be $243.13 million, compared to $211.00 million in the previous year [9]. Capital Ratios - The 'Total Capital Ratio (Standardized Approach)' is expected to be 15.1%, down from 15.6% in the same quarter last year [10]. Stock Performance - Over the past month, The Bank of New York Mellon shares have recorded a return of -1.8%, while the Zacks S&P 500 composite has changed by +0.4% [11].

Core Viewpoint - Analysts forecast that Pinnacle Financial (PNFP) will report quarterly earnings of $2.05 per share, reflecting a year-over-year increase of 10.2%, with anticipated revenues of $520.15 million, an 11.4% increase compared to the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised upward by 0.1% in the past 30 days, indicating a reassessment by covering analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Key Financial Metrics - The consensus estimate for 'Net Interest Margin' is 3.2%, unchanged from the previous year [5]. - Analysts predict an 'Efficiency Ratio' of 54.5%, down from 55.6% in the same quarter last year [5]. - 'Nonaccrual loans' are expected to reach $161.39 million, up from $119.29 million year-over-year [5]. Asset and Income Estimates - 'Average balances - Total interest-earning assets' are projected to be $49.69 billion, an increase from $44.86 billion year-over-year [6]. - Total nonperforming assets are estimated at $166.75 million, compared to $120.12 million in the same quarter last year [6]. - 'Total noninterest income' is expected to be $126.71 million, up from $115.24 million year-over-year [7]. Specific Income Components - 'Net Interest Income' is projected at $392.83 million, compared to $351.50 million in the previous year [7]. - 'Service charges on deposit accounts' are expected to reach $17.46 million, up from $16.22 million year-over-year [8]. - 'Insurance sales commissions' are estimated at $3.66 million, compared to $3.29 million in the same quarter last year [8]. - 'Trust fees' are projected to be $9.47 million, up from $8.38 million year-over-year [9]. - 'Income from equity method investment' is expected to be $25.86 million, compared to $16.38 million last year [9]. - 'Other noninterest income' is projected at $50.19 million, up from $48.63 million year-over-year [9]. Stock Performance - Over the past month, shares of Pinnacle Financial have decreased by 6.8%, while the Zacks S&P 500 composite has increased by 3.5% [11]. - Currently, PNFP holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [11].

Core Insights - Constellation Brands is expected to report quarterly earnings of $3.37 per share, a decline of 22% year-over-year, with revenues forecasted at $2.46 billion, reflecting a 15.8% decrease compared to the previous year [1] - Analysts have revised their consensus EPS estimate down by 6.5% over the past 30 days, indicating a collective reassessment of the company's financial outlook [2] - The relationship between earnings estimate trends and short-term stock price movements is well-documented, highlighting the importance of these revisions for investor sentiment [3] Financial Metrics - Analysts project 'Net Sales- Wine and Spirits' to be $138.99 million, indicating a significant year-over-year decline of 64.2% [4] - 'Net Sales- Beer' is estimated at $2.33 billion, suggesting an 8% decrease year-over-year [5] - 'Operating Income- Wine and Spirits' is forecasted to be -$9.36 million, a stark contrast to the $70.50 million reported in the same quarter last year [5] - 'Operating Income- Beer' is expected to reach $911.22 million, down from $1.08 billion in the previous year [5] Market Performance - Over the past month, Constellation Brands' shares have declined by 11%, while the Zacks S&P 500 composite has increased by 3.5% [6] - The company currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the overall market in the near future [6]

Core Viewpoint - Jefferies (JEF) is expected to report quarterly earnings of $0.79 per share, a 5.3% increase year-over-year, with revenues projected at $1.89 billion, reflecting a 12.4% year-over-year growth [1]. Earnings Projections - The consensus EPS estimate has been revised 21.1% higher in the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts estimate 'Net Revenues by Source- Total Asset Management Net revenues' to reach $158.61 million, a significant increase of 168.8% from the previous year [5]. - 'Net Revenues by Source- Total Investment Banking and Capital Markets Net revenues' is projected at $1.73 billion, indicating a 6.9% increase year-over-year [5]. - 'Net Revenues by Source- Total Capital Markets' is expected to be $709.12 million, reflecting a 5.7% increase from the prior year [6]. - 'Net Revenues by Source- Total Capital Markets- Equities' is forecasted at $422.83 million, showing a 10.9% year-over-year growth [6]. - 'Net Revenues by Source- Total Capital Markets- Fixed income' is estimated at $286.29 million, suggesting a 1% decline year-over-year [7]. - 'Net Revenues by Source- Total Investment Banking- Total underwriting- Advisory' is projected to reach $662.11 million, indicating an 11.8% increase from the previous year [7]. - 'Net Revenues by Source- Total Investment Banking' is expected to be $1.02 billion, reflecting a 7.8% year-over-year increase [8]. Specific Revenue Breakdown - 'Net Revenues by Source- Total Investment Banking- Total underwriting- Debt underwriting' is estimated at $191.28 million, a 4.5% increase from the prior year [9]. - 'Net Revenues by Source- Total Investment Banking- Total underwriting- Equity underwriting' is projected at $172.46 million, indicating a 14.9% year-over-year growth [9]. - 'Net Revenues by Source- Total Investment Banking- Total underwriting' is expected to reach $363.75 million, reflecting a 9.2% increase from the previous year [10]. - 'Net Revenues by Source- Total Asset Management Net revenues- Asset management fees and revenues' is projected at $15.26 million, indicating a 15% increase year-over-year [10]. Market Performance - Over the past month, Jefferies shares have returned +6.4%, outperforming the Zacks S&P 500 composite's +3.1% change, suggesting a favorable outlook for the stock [11].

Group 1 - Analysts project that Oxford Industries (OXM) will announce quarterly earnings of $1.21 per share, a decline of 56.3% year over year [1] - Revenues are expected to reach $407.65 million, declining 2.9% from the same quarter last year [1] - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating a reassessment by covering analysts [1] Group 2 - The combined assessment suggests 'Net Sales- Emerging Brands' will likely reach $33.95 million, indicating a change of +3.2% year over year [4] - 'Net Sales- Lilly Pulitzer' is estimated to reach $98.15 million, reflecting a change of +7% year over year [4] - 'Net Sales- Tommy Bahama' is projected at $229.15 million, indicating a change of -6.5% from the prior-year quarter [4] Group 3 - 'Net Sales- Johnny Was' is predicted to reach $46.55 million, suggesting a change of -7.5% year over year [5] - Shares of Oxford Industries have demonstrated returns of +10% over the past month, outperforming the Zacks S&P 500 composite's +2.8% change [5] - With a Zacks Rank 3 (Hold), OXM is expected to mirror the overall market performance in the near future [5]

Core Viewpoint - Dollar General is expected to report quarterly earnings of $1.56 per share, reflecting an 8.2% decline year-over-year, while revenues are forecasted to increase by 4.5% to $10.67 billion [1]. Earnings Projections - Over the last 30 days, the consensus EPS estimate has been revised upward by 0.1%, indicating analysts' reassessment of their initial forecasts [2]. - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts project 'Net Sales by Category- Consumables' to reach $8.78 billion, marking a year-over-year increase of 4.5% [5]. - 'Net Sales by Category- Seasonal' is estimated at $1.10 billion, indicating a 4% year-over-year change [5]. - 'Net Sales by Category- Home products' is expected to be $496.33 million, reflecting a 3.4% increase from the previous year [5]. - 'Net Sales by Category- Apparel' is forecasted at $286.10 million, showing a 2.9% year-over-year change [6]. Store Metrics - The consensus for 'Ending store count' is 20,746, up from 20,345 a year ago [6]. - 'Total selling square footage' is expected to reach 158 million square feet, compared to 154 million square feet reported in the same quarter last year [7]. - Analysts predict 'New store openings' to be 179, down from 213 in the same quarter last year [7]. - 'Store closings' are anticipated to reach 18, compared to 17 reported in the same quarter last year [8]. Sales Performance - The combined estimate for 'Net sales per square foot' is projected at $67.63, an increase from $66.10 in the same quarter of the previous year [8]. - Dollar General shares have increased by 4.5% over the past month, outperforming the Zacks S&P 500 composite, which moved up by 2.7% [8].

Core Viewpoint - Wall Street analysts forecast a quarterly earnings per share (EPS) of $0.41 for Hormel Foods, indicating a year-over-year increase of 10.8%, with anticipated revenues of $2.98 billion, reflecting a 2.7% increase compared to the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised 1.4% lower over the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Key Metrics Estimates - Analysts expect 'Net Sales- Retail' to reach $1.82 billion, representing a 3% increase year-over-year [5]. - 'Net Sales- International' is projected at $191.35 million, suggesting an 8% year-over-year increase [5]. - 'Net Sales- Foodservice' is estimated to be $967.49 million, indicating a 1.4% increase compared to the previous year [5]. Segment Profit Estimates - 'Segment Profit- Foodservice' is projected to be $146.66 million, up from $142.49 million in the same quarter last year [6]. - 'Segment Profit- International' is estimated at $24.41 million, compared to $21.79 million a year ago [6]. - 'Segment Profit- Retail' is expected to reach $157.82 million, an increase from $127.93 million in the previous year [7]. Stock Performance - Over the past month, shares of Hormel have remained unchanged, while the Zacks S&P 500 composite has increased by 2.7% [7].

Core Viewpoint - Analysts project that Best Buy (BBY) will report quarterly earnings of $1.22 per share, reflecting a 9% decline year over year, with revenues expected to reach $9.21 billion, a decrease of 0.9% from the same quarter last year [1] Revenue Projections - Revenue by Product Category - Domestic - Computing and Mobile Phones is estimated at $3.70 billion, indicating a year-over-year decline of 2.4% [4] - Revenue by Product Category - Domestic - Consumer Electronics is projected to reach $2.49 billion, showing a slight increase of 0.5% year over year [4] - Revenue by Product Category - Domestic - Appliances is expected to be $1.14 billion, reflecting a decline of 3.5% year over year [5] - Revenue by Product Category - Domestic - Entertainment is forecasted at $510.10 million, indicating a year-over-year increase of 2.4% [5] - Geographic Revenue - Domestic is projected to be $8.53 billion, a decrease of 1% year over year [5] - Geographic Revenue - International is estimated at $661.22 million, suggesting a decline of 0.6% year over year [6] Store Metrics - The total number of Domestic stores is expected to be 949, down from 959 in the same quarter last year [6] - The number of Domestic Best Buy stores is projected to reach 883, compared to 890 in the same quarter of the previous year [7] - The number of Domestic Pacific Sales stores is estimated to remain at 20, unchanged from the previous year [7] - The number of International Canada Best Buy stores is expected to be 128, down from 129 in the same quarter last year [8] - The number of International Canada Best Buy Mobile Stand-Alone stores is projected to be 29, down from 32 in the previous year [8] - The average prediction for the total number of International stores is 157, compared to 161 in the same quarter last year [9] Market Performance - Best Buy shares have shown a return of +11.8% over the past month, outperforming the Zacks S&P 500 composite's +2.7% change [9]

Core Viewpoint - Analysts project that Bath & Body Works (BBWI) will report quarterly earnings of $0.37 per share, with revenues expected to reach $1.55 billion, reflecting a 1.8% increase year over year [1]. Earnings Projections - Over the last 30 days, the consensus EPS estimate has been revised upward by 0.8%, indicating a collective reassessment by covering analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Key Metrics Forecast - Analysts predict 'Geographic Net Sales- Stores - U.S. and Canada' will reach $1.17 billion, a 2.8% increase from the prior-year quarter [5]. - The estimate for 'Geographic Net Sales- International' is projected at $84.84 million, suggesting a 4.7% decrease year over year [5]. - 'Geographic Net Sales- Direct - U.S. and Canada' is expected to be $295.55 million, indicating a 0.5% decline from the previous year [6]. Store Data and Size - The estimated total number of 'Company-operated U.S. Stores' is 1,797, compared to 1,761 in the same quarter last year [8]. - Analysts expect 'Total Company-Operated Stores - Total Bath & Body Works - Canada - Stores' to be 113, up from 111 year over year [7]. - The total selling square feet for 'Company-operated U.S. Store Data' is projected to reach 5.12 million, an increase from 4.99 million year over year [7]. Market Performance - Over the past month, Bath & Body Works shares have recorded a return of -1.5%, while the Zacks S&P 500 composite has increased by 2.7% [8]. - Based on its Zacks Rank 3 (Hold), BBWI is expected to perform in line with the overall market in the upcoming period [8].