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Earnings Edge for Thurs/Fri/Mon: Setups for Alibaba, PDD, Accenture, FedEx, Darden Restaurants, XPeng, Planet Labs, Intuitive Machines…
I will be on the road tomorrow through Sunday so I am posting a larger set of days in tonight’s note.
Mar 18
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Consensus Media
Fully Washed Out? Recapping lululemon's Results
We well didn’t get the positive earnings revision surprise that many were hoping for here - forward estimates will move even lower on the back of this…
Mar 17
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Consensus Media
1
Will lululemon Ever Be This Cheap Again? Previewing Today's Earnings
Consensus Expectations + Historical Valuation Context
Mar 17
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Consensus Media
2
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Here's Why Carvana Gets the S&P 500 Nod Tomorrow (and Other Info for the Quarterly Index Rebalance)
Dec 5, 2025
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Consensus Media
4
Names of Note: Setups for SanDisk, Western Digital, Seagate, ServiceNow, Microsoft, Apple, Meta, Tesla, Starbucks, Visa, UnitedHealth, ASML…
Jan 23
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Consensus Media
6
Go Figure (FIGR): The Layup of the Earnings Cycle
Feb 25
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Consensus Media
5
What to Expect from Carvana (and CRH) between Now and the S&P 500 Inclusion Date
Dec 7, 2025
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Consensus Media
3
5
The SanDisk Reckoning: When 100% Isn't Enough
Jan 26
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Consensus Media
5
Earnings Setups for the Week Ahead: Oracle, Broadcom, Adobe, Lululemon, Restoration Hardware, Synopsys, Toll Brothers, AutoZone, and Many…
Dec 8, 2025
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Consensus Media
4
3
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Earnings Edge for Wednesday: Setups for Micron, Jabil, Williams-Sonoma, General Mills, DiDi Global, Five Below, SailPoint, DLocal, Weibo…
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s…
Mar 17
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Consensus Media
1
Earnings Edge for None: Setups for lululemon, DocuSign, Oklo, Tencent Music, ZTO Express, HealthEquity, Academy Sports and Outdoors, and…
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s…
Mar 16
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Consensus Media
Earnings Edge for the Week Ahead: Setups for Micron, Alibaba, lululemon, PDD, DocuSign, Oklo, Williams-Sonoma, FedEx, DLocal, Accenture…
We’ll have our regular daily posts with Setups for ALL reporters, but I wanted to highlight some of the larger / more interesting names as we head into…
Mar 14
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Consensus Media
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2
Earnings Edge for Friday/Monday: Setups for Dollar Tree, Better Home & Finance, SAIC, POET Tech., Semtech, Kyivstar, Red Cat, Getty Images…
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s…
Mar 12
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Consensus Media
1
Bumbling into a Short Squeeze? Previewing Today's Bumble Earnings
As a starting point, these Bumble numbers are very ugly.
Mar 11
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Consensus Media
1
2
Earnings Edge for Thursday: Setups for Adobe, Ulta Beauty, Lennar, Dick's Sporting Goods, Rubrik, SentinelOne, Dollar General, Li Auto, and…
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s…
Mar 11
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Consensus Media
2
Oversold Indeed: Recapping Oracle's Actuals vs. Consensus Results
Solid set of results here from Oracle that combine with a lift to 2027 revenue guidance, signaling that any delays to buildout are likely…
Mar 10
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Consensus Media
3
Oversold into the Print: Previewing Oracle's Results
Detailed Consensus Estimates + Historical Valuation Context
Mar 10
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Consensus Media
1
Earnings Edge for Wednesday: Setups for Campbell's, UiPath, Stitch Fix, Bumble, Petco, Wealthfront, Sprinklr, and Many More
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s…
Mar 10
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Consensus Media
1
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Earnings Edge
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