Can Retail Earnings Hold up in the face of the Delta Variant? -

Earnings Outlook

Can Retail Earnings Hold up in the face of the Delta Variant?

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We discuss the earnings outlook for the Retail space, particularly in the context of the rising fresh infection rates.

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What will the Coming Retail Earnings Reports Show?

We discuss what the coming Retail earnings reports will tell us about consumer spending trends

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Earnings Outlook

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Making Sense of the Early Q3 Earnings Results

The run of Q3 results from the banks have broadly been positive in recent days. But before the banks started reporting results, we saw weak results from homebuilders Lennar (LEN) and KB Homes (KBH).

Published 10/17/24