Earnings Edge for the Week Ahead: Setups for Nike, Constellation Brands, General Mills, FactSet Research Systems, AeroVironment, Concentrix, Progress Software, and More

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Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the week's reporters. I am also reintroducing long/short analysis of our setup tables, along with a few company news recaps.

Relative Winners and Losers

Names of Note

Nike (NKE)

TABLE ANALYSIS:

Looking at the data into the Q4’26 print, the setup leans SHORT (or at minimum, stay away). Here’s why: