My fourth week doing this. Here goes.
Pfizer Q3 results Tuesday
Moderna on Thursday investors want to hear pricing plan.
Eli Lily Tuesday investors want to hear about diabetes drug
CVS health Wednesday.
Qualcomm is expected to show a rise in revenue
AMD is expected to show a rise in revenue. Listen for commentary on data center market dynamics after CEO Lisa Su said the PC market weakened “significantly”
Yum brands fall in revenue. Inflation, waning demand, Russia exit.
Starbucks increase in revenue. Outlook on US demand, and china recovery. Costs, inflation, wages.
Oil companies are expected to show big numbers.
Kellogg is expected a rise in revenue due to price hikes
Hersheys is expected to show a rise in revenue… because chocolate.
Mondelez rise in revenue… because Oreo cookies.
EA is expected to show a fall in revenue
Nikola motors results on Thursday. They are actually supposed to show a rise in revenue.
Royal Caribbean cruises is expected to show a rise due to a rebound in travel.
Met life. Investors want to here about rising insurance costs.
Door dash rise in revenue expected. Inflation, labour costs.
Match group is expected to report a fall in revenue. Stronger dollar and less paid subs.
Estée Lauder is expected to post a decline in revenue due to china lockdowns
Under armour is expected to have a decline in revenue. The outlook they give for the holiday season will be important and weather they are going to have to discount access inventory.
Fox Corp rise in revenue. Possible merger with News Corp.
Albemarle the worlds largest lithium producer is expected to show a rise in profits.
Canada Goose is expected to show a rise. Comments around china lockdowns.
Airbnb is expecting to show its highest revenues ever. They historically have their highest revenues in Q3, it’s strongest seasonal quarter for check ins.
Mercadolibre results this week. Interesting to hear about Latin America, a region with a population of over 650 million people and one of the fastest-growing Internet penetration rates in the world. FX exchanges especially the Argentinian Peso.
Sofi is expected to report a rise in revenue.
Coinbase, Lutke Tobias the CEO of Shopify has been buying up shares.
ETSY is expected to show a very slight y/y revenue rise, and a drop in q/q revenue. This is dependant on currency exchanges.
Generac had preliminary results already and expected to show an EPS drop and a drop in EBITDA. Slight raise in revenue y/y, but a q/q drop. Higher costs, a large customer going Bankrupt and less residential sales. Lower sales higher inventory.
Lots of PMI data from the US, Canada, Mexico and Brazil. Brazil just elected a new President as well today. The country is swinging left now.
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