Earnings: What We Learned Last Week, What To Expect This Week

Signals from the world's largest corporations - earnings, expectations and opportunities.

What We Learned Last Week

Last week, our sibling service Broadmind sent 45 email alerts to subscribers, analyzing key insights from earnings calls across automotive, food & beverage, healthcare & wellness, media & entertainment, QSR & restaurants, retail, and technology. These calls provided signals about where brands are investing, where they’re cutting back, and what challenges they’re working to solve.

Across industries, AI and automation are becoming critical to driving efficiency, while expansion efforts are being balanced with profitability concerns. Companies are adapting to shifting consumer behavior by refining their digital strategies, loyalty programs, and pricing models. Meanwhile, sustainability is emerging as a competitive advantage, particularly in consumer goods and automotive.

For vendors, these shifts could create new opportunities in supply chain optimization, digital marketing, AI-driven customer engagement, and retail expansion support.

Here are some of the most relevant takeaways for Retail Innovation Week readers:

• AMC Entertainment Holdings – Strong revenue and guest growth, but streaming competition and debt remain challenges; opportunities lie in theater upgrades, loyalty programs, and retail expansion.

• Anheuser-Busch InBev – Resilient performance with premium brand growth and digital expansion, though volume struggles in mature markets create opportunities in AI marketing, consumer insights, and e-commerce.

• Bath & Body Works – Strong loyalty engagement and product innovation, yet tariff pressures and shifting consumer habits signal opportunities in sustainability, digital marketing, and customer experience enhancements.

• Beyond Meat – Revenue volatility and high debt persist despite cost reductions and product innovation, creating vendor opportunities in distribution, production efficiency, and plant-based product innovation.

• Big 5 Sporting Goods – Declining sales and profitability, yet opportunities exist in supply chain improvements, e-commerce, and store redesigns to reverse negative trends.

• CAVA – Impressive 36.8% revenue growth and rapid expansion, but margin concerns highlight opportunities in digital marketing, CRM solutions, and restaurant infrastructure.

• Danone – Steady 4.3% sales growth and sustainability focus, with key opportunities in AI-driven insights, digital transformation, and market expansion in China and Latin America.

• Dole – 6.7% revenue growth despite storm-related setbacks, with key vendor opportunities in logistics expansion, supply chain resilience, and agricultural efficiency.

• Domino’s Pizza – Solid U.S. growth, digital engagement, and franchise expansion, though delivery struggles create openings in e-commerce, AI-driven ordering, and loyalty program innovation.

• eBay – GMV and ad revenue growth driven by AI tools, but slowing free cash flow and rising competition signal opportunities in AI-driven ad tech and UX optimization.

• FIGS – Revenue growth fueled by international expansion, yet rising expenses and slowing customer acquisition present vendor opportunities in localized marketing and retail design.

• Fresh Del Monte Produce – Innovation in high-margin products and sustainability, though segment concentration risks create opportunities in global distribution and supply chain tech.

• Hilton Grand Vacations – Strong contract sales and member growth, yet concerns over loan provisions and property integration signal vendor opportunities in real estate consulting and hospitality tech.

• Hims & Hers Health – 95% revenue growth and subscriber gains, but rising marketing costs and regulatory risks open opportunities in digital marketing, telehealth tech, and AI-powered diagnostics.

• Home Depot – 14% revenue growth and supply chain efficiency, though declining annual sales present openings in AI-driven CRM, digital engagement, and e-commerce solutions.

• HP Inc. – Personal Systems growth and AI investments, yet margin pressures and inventory challenges create vendor opportunities in AI productivity tools and digital marketing.

• Inter Parfums – 10% sales growth and brand expansion, but SG&A cost pressures and regulatory hurdles present opportunities in luxury marketing and influencer-driven branding.

• Jack in the Box – Flat margins and market challenges, though restaurant expansion and menu innovation highlight vendor needs in supply chain efficiency and digital ordering.

• Keurig Dr Pepper – Strong EPS and net sales growth, yet margin compression and coffee segment struggles present vendor opportunities in sustainable packaging and AI-driven insights.

• Krispy Kreme – Strategic retail partnerships and international expansion, yet declining U.S. sales and cybersecurity concerns highlight opportunities in real estate expansion and supply chain security.

• Lowe’s – Pro segment and online sales strength, but DIY demand variability and expansion costs signal openings in omnichannel strategy and AI-powered analytics.

• Instacart (Maplebear) – GTV and advertising revenue growth, though declining order values and cash reserves create openings in multichannel advertising and AI-driven shopping tools.

• Monster Energy – 4.7% sales growth and market share gains, but declining alcohol segment and cost pressures highlight vendor opportunities in packaging innovation and regional marketing.

• Norwegian Cruise Line – 9% yield growth and strong consumer demand, though fleet expansion concerns and leverage risks create openings in cruise tech and experience enhancements.

• Ocado – 14% revenue growth and tech solutions expansion, but high CapEx and cash outflow risks present vendor opportunities in supply chain automation and customer engagement tools.

• Papa John’s – Global expansion despite revenue decline, signaling vendor needs in online ordering, AI-driven marketing, and supply chain optimization.

• Planet Fitness – 5.5% same-store sales growth and new club expansion, yet reliance on new openings for growth highlights vendor opportunities in fitness equipment, marketing, and facility management.

• Steve Madden – DTC and international growth, but tariff risks and shifting wholesale demand create openings in e-commerce innovation and retail expansion support.

• Sweetgreen – 15% revenue growth and cost efficiencies, yet growth moderation concerns highlight vendor needs in supply chain optimization and digital platforms.

• The Honest Company – 10% sales growth and strong e-commerce, though rising costs and competition create vendor needs in supply chain efficiency and sustainable packaging.

• The TJX Companies – 5% comp sales growth and store expansion, but inventory challenges present openings in e-commerce, marketing, and supply chain solutions.

• Topgolf Callaway – Product innovation and venue growth, yet same-venue sales declines highlight vendor opportunities in pricing strategies, consumer data analytics, and digital transformation.

• Trip.com – 23% revenue growth and international expansion, but macro uncertainties and travel competition create vendor needs in AI-driven personalization and travel marketing.

• Urban Outfitters – Retail sales drop but strong brand expansion, presenting vendor opportunities in e-commerce optimization, private label growth, and social commerce.

• Vita Coco – 5% revenue growth and brand strength, though private label declines and logistics challenges highlight vendor needs in supply chain efficiency and distribution growth.

• Warby Parker – 41 new stores and customer base expansion, but high operational costs create vendor needs in retail tech, supply chain, and sustainability initiatives.

Add these companies to your alerts on your User Profile page on Broadmind.

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What To Expect This Week

As earnings season continues, analysts are looking beyond the numbers—focusing on how companies are adapting to shifting consumer behavior, evolving competitive pressures, and long-term strategic bets. From Adidas’s U.S. expansion strategy to Kroger’s post-merger plans, here’s what to watch in this week’s key reports. 👇

• Adidas – Investors are watching for Adidas’s U.S. market strategy, product innovation, and resolution of a tax investigation in Germany.

• AutoZone – Analysts want updates on international sales growth, Mega-Hub expansion, and domestic commercial performance.

• Best Buy – Key areas of interest include employee retention, membership program performance, and online sales integration.

• BJ’s Wholesale Club – Expectations focus on the impact of membership fee hikes, digital initiatives, and expansion plans.

• Campbell Soup Company – Analysts seek insights on Sovos Brands integration, product innovation, and sustainability efforts.

• Costco – Investors want clarity on membership trends, e-commerce growth, and international expansion plans.

• Fast Retailing – Key topics include sustainability leadership, global expansion, and investment in human capital.

• JD.com – Focus areas include supply chain innovations, AI-driven efficiency, and competitive positioning in China.

• Kroger – Analysts are tracking post-merger strategy, digital sales growth, and alternative profit streams.

• On Holding AG – Market expectations revolve around brand partnerships, product expansion, and sustainability initiatives.

• Prada – Investors are watching for brand strategy updates, Asian market demand, and sustainability commitments.

• Reckitt – Analysts await updates on divestiture plans, Mead Johnson Nutrition review, and legal proceedings.

• Ross Stores – Key areas of interest include store expansion, inventory strategy, and leadership changes.

• Target – Analysts want insights on CEO succession, DEI initiatives, and supply chain technology investments.

• Zalando – Expectations include integration of ABOUT YOU, B2B expansion, and tech investment strategy.

Add these companies to your alerts on your User Profile page on Broadmind.

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New Business Signals

Earnings calls last week revealed signals that companies may be exploring new ways to refine strategies, expand operations, and integrate technology—creating possible openings for vendors across industries.

Here’s where vendors might find potential opportunities: