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September 2025

Did We Turn the Corner? Nike Consensus Earnings Recap
The 1Q results indicate we may have turned the corner - the only question mark that remains = 2Q guidance, which will be given on the conference call.
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Consensus Media
Another Disaster in the Making? Nike Consensus Earnings Preview
In some respects, Nike feels a lot like Starbucks - trading at an astronomical earnings multiple anticipating a turn around that may or may not be…
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Consensus Media
Earnings Setups for the Week Ahead: Nike, Carnival Cruises, Conagra, Vail Resorts, Paychex, and More
Kicking this post off with summary tables highlighting notable outlier stocks for the week ahead:
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Consensus Media
Look at this Upside: Micron Consensus Earnings Recap
Micron shares only +3% (and initially dipped red) with forward revenue 5% ahead and 600bps of forward margin upside:
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Consensus Media
Did We Overrun The Print? Micron Consensus Earnings Preview
Micron shares are +40% this month alone and have outperformed the SPY by 2,233bps since the last print.
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Consensus Media
Earnings Setups for the Week Ahead: Micron, Costco, AutoZone, Carmax, Jabil, KB Home, and More
Kicking this post off with summary tables highlighting notable outlier stocks for the week ahead:
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Consensus Media
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Just Like We Drew It Up: Lennar Consensus Earnings Recap
As we previewed, Lennar posted a weak set of 3Q results that set the stage for a soft 4Q and leave investors in hope that rate relief can resuscitate…
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Consensus Media
Lennar Looks like a Death Trap into Thursday's Print: Our Consensus Earnings Preview
Risk into Thursday afternoon’s Lennar (LEN) skews undoubtedly to the downside, with the stock now trading at 15.5x forward earnings for the first time…
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Consensus Media
Earnings Setups for the Week Ahead: Lennar, FedEx, Ferguson, Cracker Barrel, General Mills, and a Few More
Posting all of the tables here this week given the list is so short.
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Consensus Media
What is this 3Q Guide? Restoration Hardware Consensus Earnings Recap
The RH quarter itself just squeaking by on modest misses for revenue and for adjusted metrics, but the bell of the ball is this 3Q outlook - a real…
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Consensus Media
When Will The 3 Year 60%-Off Sale End? Restoration Hardware Consensus Earnings Preview
The clearance sales are ceaseless - has any other brand on earth run a 60%-off sale for three years?
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Consensus Media
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