Core Viewpoint - Daktronics is expected to report second-quarter fiscal 2026 results on December 10, 2025, with revenue estimates of $210.2 million, reflecting a growth of 0.87% year-over-year [1][9]. Group 1: Earnings and Revenue Expectations - The Zacks Consensus Estimate for earnings remains at 27 cents per share, compared to 8 cents reported in the same quarter last year [1]. - Daktronics has had mixed earnings performance in previous quarters, with an average negative earnings surprise of 26.08% [2]. Group 2: Factors Influencing Q2 Results - Strong customer demand for live events is anticipated to positively impact fiscal second-quarter results, with orders increasing by 81% year-over-year and 10% sequentially in the first quarter of fiscal 2026 [4]. - The company has secured three major league sports projects and several college and university projects, contributing to a positive outlook for the upcoming quarter [4]. - Daktronics' expanding portfolio and service offerings for live events are expected to drive top-line growth, alongside robust international business and strong demand for indoor solutions [5]. Group 3: Margin and Cost Considerations - Gross margin is projected to benefit from improved pricing, a favorable revenue mix, and stringent cost control measures [6]. - However, high spending related to digital transformation initiatives may negatively impact margins in the upcoming quarter, alongside concerns regarding tariff-related expenses [6]. Group 4: Earnings ESP and Zacks Rank - Currently, Daktronics has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold), indicating that the odds of an earnings beat are not favorable at this time [7].

Core Viewpoint - Ferguson Enterprises Inc. is expected to report first-quarter fiscal 2026 results on December 9, with earnings estimated at $2.77 per share and revenues at $8.2 billion, reflecting year-over-year growth [1][2][7]. Earnings Estimates - The earnings estimates for the fiscal first quarter have remained stable over the past 60 days, indicating a 13.1% increase from the previous year, while revenues are projected to grow by 5.3% year-over-year [2][7]. - The Zacks Consensus Estimate for U.S. business revenues is pegged at $7.74 billion, and for Canada, it is estimated at $416 million [9][10]. Earnings Surprise History - Ferguson has a mixed earnings surprise history, with an average surprise of 7.7%. In the last reported quarter, the company earned $3.48 per share, exceeding the consensus estimate of $3.00 [3][4]. Earnings Prediction - The company has a positive Earnings ESP of +2.53%, suggesting a likelihood of an earnings beat, with the Most Accurate Estimate at $2.84 [4]. Business Performance Factors - The U.S. business is expected to benefit from strong demand in non-residential markets, particularly in waterworks and large capital projects, while the Canadian business is likely to see positive contributions from recent acquisitions [8][10]. - However, challenges such as rising operating costs and currency headwinds may pressure margins [7][12]. Acquisitions Impact - Recent acquisitions are anticipated to contribute positively to revenues, with a noted impact of approximately 1% and 4.9% on U.S. and Canada business sales, respectively, from four acquisitions completed in the fourth quarter of fiscal 2025 [11]. Price Performance - Ferguson shares have increased by 4.5% over the past three months, outperforming the Zacks Manufacturing - General Industrial industry and the S&P 500 [13]. Valuation - The company is trading at a forward P/E ratio of 22.42X, higher than the industry average of 21.86X, which may pose risks if market sentiment declines [17]. Investment Thesis - The solid momentum in the U.S. business and strategic acquisitions are expected to support long-term growth, despite concerns over rising operating expenses and high valuation [20][21].

Core Viewpoint - The market anticipates Lululemon (LULU) will report a year-over-year decline in earnings despite an increase in revenues when it releases its results for the quarter ended October 2025 [1][3]. Earnings Expectations - Lululemon is expected to post quarterly earnings of $2.22 per share, reflecting a year-over-year decrease of 22.7% [3]. - Revenues are projected to reach $2.49 billion, which is a 3.7% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.15% over the last 30 days, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Lululemon is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.28%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the deviation of actual earnings from consensus estimates, but its predictive power is significant mainly for positive readings [9][10]. - Lululemon currently holds a Zacks Rank of 3, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Lululemon exceeded the expected earnings of $2.84 per share, achieving actual earnings of $3.10, resulting in a surprise of +9.15% [13]. - Over the past four quarters, Lululemon has consistently beaten consensus EPS estimates [14]. Conclusion - While Lululemon does not appear to be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [17].

Key Takeaways AI enters Q2 with improving sales activity and revenues guided at $72M to $80M.Stronger partner contributions and expanded deployments support sequential top-line gains.Prior disruptions, higher IPD costs and a tough year-over-year comparison keep pressure on results.C3.ai, Inc. (AI) is scheduled to report its second-quarter of fiscal 2026 results on Dec. 3, after the closing bell.In the last reported quarter, the company’s earnings beat the Zacks Consensus Estimate by 2.6%. AI’s earnings surp ...

Core Viewpoint - The market anticipates a year-over-year decline in Campbell's earnings due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Campbell is expected to report quarterly earnings of $0.74 per share, reflecting a year-over-year decrease of 16.9%, with revenues projected at $2.66 billion, down 3.9% from the previous year [3]. - The consensus EPS estimate has been revised 0.2% lower in the last 30 days, indicating a bearish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a negative Earnings ESP of -0.08%, suggesting analysts have become more pessimistic about Campbell's earnings prospects [12]. - The stock holds a Zacks Rank of 3, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Campbell exceeded expectations by delivering earnings of $0.62 per share against an expected $0.57, resulting in a surprise of +8.77% [13]. - Over the past four quarters, Campbell has consistently beaten consensus EPS estimates [14]. Market Reaction Factors - An earnings beat or miss alone may not dictate stock movement, as other factors can influence investor sentiment [15]. - Betting on stocks expected to beat earnings can improve success odds, highlighting the importance of monitoring Earnings ESP and Zacks Rank [16].

Core Insights - FedEx is positioned to potentially continue its earnings-beat streak in the upcoming report, particularly within the Zacks Transportation - Air Freight and Cargo industry [1] - The company has a history of beating earnings estimates, with an average surprise of 3.65% over the last two quarters [1] Earnings Performance - For the last reported quarter, FedEx achieved earnings of $3.83 per share, exceeding the Zacks Consensus Estimate of $3.65 per share, resulting in a surprise of 4.93% [2] - In the previous quarter, FedEx was expected to post earnings of $5.93 per share but delivered $6.07 per share, yielding a surprise of 2.36% [2] Earnings Estimates - Recent estimates for FedEx have been trending upward, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [4] - The current Earnings ESP for FedEx is +1.19%, reflecting increased analyst optimism regarding its near-term earnings potential [7] Zacks Rank and Predictive Power - FedEx holds a Zacks Rank of 2 (Buy), which, when combined with the positive Earnings ESP, suggests a high probability of another earnings beat [7] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced a positive surprise nearly 70% of the time [5] Upcoming Earnings Report - FedEx's next earnings report is anticipated to be released on December 18, 2025 [7]

Core Insights - Winnebago Industries (WGO) is positioned to potentially continue its earnings-beat streak in the upcoming report, having a history of exceeding earnings estimates, particularly in the last two quarters with an average surprise of 12.47% [1][5] Earnings Performance - In the last reported quarter, Winnebago achieved earnings of $0.71 per share, surpassing the Zacks Consensus Estimate of $0.58 per share, resulting in a surprise of 22.41% [2] - In the previous quarter, the company was expected to report earnings of $0.79 per share but delivered $0.81 per share, yielding a surprise of 2.53% [2] Earnings Estimates and Predictions - Recent estimates for Winnebago have been trending upward, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8] - The current Earnings ESP for Winnebago stands at +17.57%, reflecting increased analyst optimism regarding its near-term earnings potential [8] Zacks Rank and Predictive Power - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high probability of another earnings beat, as stocks with this combination have historically produced positive surprises nearly 70% of the time [6][8] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate being more reflective of recent analyst revisions [7]

Core Viewpoint - The market anticipates that Phreesia (PHR) will report a year-over-year increase in earnings driven by higher revenues when it releases its quarterly results for the period ending October 2025 [1] Earnings Expectations - The earnings report is scheduled for December 8, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2] - The consensus estimate for Phreesia's quarterly earnings is projected at $0.00 per share, reflecting a year-over-year increase of +100%, with revenues expected to reach $120.13 million, a 12.5% increase from the previous year [3] Estimate Revisions - The consensus EPS estimate has been revised 50% higher in the last 30 days, indicating a positive reassessment by analysts [4] - The Most Accurate Estimate for Phreesia is significantly higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1,100.00%, suggesting a bullish outlook from analysts [12] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10] - Phreesia currently holds a Zacks Rank of 2, reinforcing the likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Phreesia was expected to incur a loss of $0.07 per share but instead reported earnings of $0.01, resulting in a surprise of +114.29% [13] - Over the past four quarters, Phreesia has consistently beaten consensus EPS estimates [14]

Core Insights - Ulta Beauty, Inc. is expected to report third-quarter fiscal 2025 earnings on December 4, with revenues projected at $2.71 billion, reflecting a 7.3% increase year-over-year [1][9] - The consensus estimate for quarterly earnings has risen by 3 cents to $4.51 per share, indicating a decline of 12.3% from the previous year [2] Factors Impacting Earnings - The company is anticipated to maintain steady growth in Q3, benefiting from strong fragrance sales, improving makeup trends, and new brand introductions [3][9] - An invite-only online marketplace is expected to enhance customer engagement and create additional revenue opportunities [3] Omnichannel Strategy - Ulta Beauty continues to leverage its omnichannel ecosystem, driving traffic and conversion through store-fulfilled e-commerce, loyalty personalization, and digital marketing tools [4] - Investments in social platforms and exclusive brand partnerships are enhancing brand visibility, while the expansion of wellness products is strengthening long-term growth prospects [4] SG&A Expenses - The company is facing rising selling, general and administrative (SG&A) expenses, which increased by 15% in the fiscal second quarter, impacting overall profitability [5][9] - SG&A expenses as a percentage of sales are projected to rise by 280 basis points to 29.8% in Q3 [5] Earnings Prediction - The Zacks model predicts an earnings beat for Ulta Beauty, supported by a positive Earnings ESP of +1.84% and a Zacks Rank of 2 (Buy) [6]

Core Insights - Hormel Foods Corporation (HRL) is expected to report a revenue increase of 2.1% year-over-year, with fourth-quarter fiscal 2025 revenues estimated at $3.2 billion [1] - The earnings consensus has decreased by 11.8% in the last 30 days to 30 cents per share, reflecting a 28.6% decline from the previous year's quarter [2] Sales Performance - Strong consumer demand for protein-focused retail brands, including SPAM, Hormel pepperoni, Jennie-O ground turkey, and Wholly Guacamole, has supported sales momentum [3] - The Zacks Consensus Estimate for the Retail segment's sales is projected at $1,945 million for the fourth quarter, up from $1,907 million in the same period last year [4] - Foodservice volumes have outperformed the broader industry, although weak traffic in convenience stores poses a concern [4][9] Cost Challenges - Input-cost inflation, particularly in pork and beef markets, has significantly impacted margins, with elevated costs continuing into early fourth quarter [5][9] - Despite targeted pricing actions, retail pricing adjustments are expected to lag, with more substantial recovery anticipated only in fiscal 2026 [6] - The Transform and Modernize initiative is yielding savings, but these are insufficient to fully offset inflationary pressures in the near term, raising profitability concerns [6][9] Earnings Outlook - Current indicators do not suggest a strong likelihood of an earnings beat for Hormel Foods, as it holds a Zacks Rank of 4 (Sell) and an Earnings ESP of 0.00% [7]