Earnings news and trends

Delta CEO Credits Loyalty Program For Record September Quarter

October 12, 2026
Delta Q4 Earnings Show Travel Far From Recovery
Louis Vuitton Trademark Dispute Leads to Sales Slump in China
Retail // October 12, 2026

Luxury retail company LVMH saw quarterly sales slump following a trademark dispute in China. Organic revenue for the company’s fashion and leather goods unit fell 5% year over year in the third quarter, LVMH Moët Hennessy Louis Vuitton announced in a Monday (Oct. 12) press...

AI Companies Expected to Drive 31% Uptick in Q3 Earnings
Artificial Intelligence // October 11, 2026

American third-quarter corporate earnings are reportedly set to jump on the strength of artificial intelligence. That’s according to a report Friday (Oct. 9) by Reuters, which noted that investors are both enthusiastic about this surge but concerned about its longevity. Analysts are expecting a roughly...

Markets Watch Upcoming Samsung Earnings for Signs of Cooling AI Demand
Earnings // October 07, 2026

When Samsung Electronics releases its preliminary third quarter results Thursday (Oct. 8), analysts will be looking for data on whether memory chip margins have peaked and whether the artificial intelligence spending boom remains durable, Reuters reported Wednesday (Oct. 8). Samsung will release its preliminary third...

CarMax Earnings to Reveal Consumer Appetite for Big Purchases
Earnings // September 28, 2026

When used car retailer CarMax holds its earnings call Tuesday (Sept. 29), investors and analysts will be looking for insights into the company’s progress on its turnaround plan as well as commentary on consumer trends, Bloomberg reported Monday (Sept. 28). This year has seen the...

Interviews & Exclusives
Dollar General and Dollar Tree Gain as Shoppers Trade Down

August 28, 2026
Dollar stores are getting more business from middle- and high-income households at the same time that their traditional low-income customers remain under pressure from the cost of necessities. The split was visible in second-quarter earnings results reported Thursday (Aug. 27) by Dollar General and Dollar Tree. Dollar General said it continued to see customers trade […]

How Jack Henry, FIS and nCino Put Bank Modernization to Work

August 27, 2026
Earnings season is showing that bank modernization demand is landing in faster payments, cloud and digital banking, and artificial intelligence tools aimed at credit, fraud and other defined operating workflows....

Walmart’s Grocery Lead Faces a Higher-Margin Test

August 19, 2026
Walmart reports earnings Thursday (Aug. 20), and it enters with a valuable retail advantage that looks both powerful and underused. It captures the weekly grocery trip, yet Amazon increasingly captures what...

Retail Earnings Will Show What Stretched Consumers Protect

August 17, 2026
America’s biggest retailers are about to turn a weak government sales report into a six-company test of consumer endurance. U.S. retail and food service sales fell 0.6% in July, the...

Quick Reads
Delta CEO Credits Loyalty Program For Record September Quarter

October 12, 2026
Delta Air Lines’ loyalty program helped the company sustain its earnings while dealing with higher fuel costs during the quarter that ended in September, CEO Edward Bastian said Friday (Oct. 9) during an earnings call. “Our growing loyalty ecosystem is one of the most important drivers of our structural durability,” Bastian said during the call. […]

Louis Vuitton Trademark Dispute Leads to Sales Slump in China

October 12, 2026
Luxury retail company LVMH saw quarterly sales slump following a trademark dispute in China. Organic revenue for the company’s fashion and leather goods unit fell 5% year over year in...

AI Companies Expected to Drive 31% Uptick in Q3 Earnings

October 11, 2026
American third-quarter corporate earnings are reportedly set to jump on the strength of artificial intelligence. That’s according to a report Friday (Oct. 9) by Reuters, which noted that investors are...

Markets Watch Upcoming Samsung Earnings for Signs of Cooling AI Demand

October 07, 2026
When Samsung Electronics releases its preliminary third quarter results Thursday (Oct. 8), analysts will be looking for data on whether memory chip margins have peaked and whether the artificial intelligence...