To The Moon

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$Hormel(HRL)$ reports fiscal third-quarter results before the August 27 market open. The company’s second quarter showed that demand for turkey, chicken and other protein-rich foods can support sales during household budget pressure. The stock remains depressed because commodity costs, restructuring and inconsistent margins have prevented that demand from becoming dependable earnings growth. For the quarter ended April 26 and reported May 28, net sales reached $2.97 billion and organic sales increased 3%. Adjusted operating income was $294 million, adjusted operating margin reached 9.9% and adjusted EPS was $0.40. Cash flow from operations totalled $179 million. Hormel’s official second-quarter release provides the results. The bullish thesis is br

$Abercrombie & Fitch(ANF)$ reports second-quarter results before the August 26 market open. The company’s multi-year revival has been genuine, but first-quarter comparable sales and margin contraction showed that exceptional growth cannot continue automatically. The next report must demonstrate that brand relevance is durable rather than the product of one unusually favourable fashion cycle. For the quarter ended May 2 and reported May 27, net sales increased 2% to a record first-quarter $1.1 billion, marking a fourteenth consecutive quarter of growth. Comparable sales declined 1%, operating income fell to $89 million from $102 million and operating margin contracted to 8.0% from 9.3%. Diluted EPS declined to $1.47 from $1.59. Abercrombie’s off

$Dick's Sporting Goods(DKS)$ reports fiscal second-quarter results before the August 25 market open. The company’s core stores are performing well, but the acquisition of Foot Locker has transformed the investment case. Investors now need evidence that Dick’s can repair Foot Locker without weakening the margins and brand relationships that made its own business successful. For the first quarter ended May 2, Dick’s generated $5.16 billion of total sales, including $3.38 billion from its namesake business and $1.79 billion from Foot Locker. Comparable sales at the Dick’s segment increased 6%, with both transactions and average ticket contributing. Segment profit at Dick’s was approximately $361 million, while Foot Locker contributed only about $17 mi

$Zoom(ZM)$ reports fiscal second-quarter results after the August 25 close. The company is no longer valued as a pandemic-era video-conferencing disruptor. Its next phase depends on turning Zoom Phone, Contact Center, Workplace and AI Companion into an integrated communications platform that can grow faster than basic meetings. For the first fiscal quarter, ended April 30 and reported May 21, revenue increased 5.5% to $1.239 billion. Enterprise revenue grew faster than the company total, while large customers contributing more than $100,000 of trailing-12-month revenue also increased. Zoom’s official quarterly-results page contains the release, presentation and filing. The bullish thesis is that Zoom already sits inside millions of daily business in

$Heico(HEI)$ reports fiscal third-quarter results after the August 25 close. The company has built one of the market’s most successful aerospace-compounding models by acquiring specialised component makers and selling lower-cost replacement parts into a growing installed aircraft base. Its next report must show that organic demand—not only acquisitions—continues supporting that premium valuation. HEICO’s fiscal second quarter, ended April 30 and reported May 27, was exceptional. Net sales increased 25%, consolidated organic sales grew more than 18%, operating income rose 41% and net income advanced 49% to a record $233.8 million, or $1.66 per diluted share. HEICO’s official press-release archive provides the reported figures. The bullish thesis res

$Dollar General(DG)$ reports fiscal second-quarter results on August 27. Its first quarter showed that shrink control, inventory discipline and merchandising can restore profit even when sales grow slowly. The next report must show that those improvements can withstand high fuel costs and continuing pressure on low-income households. For the quarter ended May 1 and reported June 2, net sales increased 3.4% to $10.8 billion and same-store sales rose 2.0%, driven by 1.4% higher traffic and a 0.5% increase in average transaction value. Operating profit increased 10.8% to $638.5 million, while EPS advanced 12.4% to $2.00. Gross margin expanded 65 basis points to 31.6% because of higher markups and lower shrink and inventory damage. Dollar General’s offi

$CrowdStrike Holdings, Inc.(CRWD)$ reports fiscal second-quarter results after the August 26 close. The shares entered the event after a sharp decline, making the report a test of whether the weakness reflects excessive valuation compression or an emerging slowdown in cybersecurity spending. The first fiscal quarter, ended April 30 and reported June 2, was strong. Revenue increased 26% to $1.39 billion, subscription revenue rose 26% to $1.32 billion and annual recurring revenue reached $5.51 billion, up 24%. Record first-quarter net-new ARR of $255.8 million grew 32%, while non-GAAP operating income increased to $325.7 million from $201.1 million. CrowdStrike’s official first-quarter release provides the results and guidance. The bullish case is p

$Intuit(INTU)$ reports fiscal fourth-quarter and full-year results after the August 25 close. The company owns highly valuable financial workflows through TurboTax, QuickBooks, Credit Karma and Mailchimp, but generative AI has changed the question investors are asking: does proprietary financial data make Intuit’s products more useful, or can general-purpose assistants make parts of them less necessary? Intuit’s fiscal third quarter, ended April 30 and reported May 20, showed solid operating growth. Revenue increased 10% to $8.6 billion. Consumer revenue rose 8% to $5.3 billion, including 7% growth at TurboTax, while Credit Karma grew 15%. Global Business Solutions revenue advanced 15% to $3.3 billion, with Online Ecosystem growth of 19%. Intuit’s

$PDD Holdings Inc(PDD)$ reports second-quarter results before the August 24 US market open. The central issue is no longer whether Pinduoduo and Temu can generate transactions. It is whether PDD can preserve acceptable profit while subsidising merchants, upgrading its supply chain and adapting Temu to more expensive cross-border trade. The first quarter, ended March 31 and reported May 27, established a mixed benchmark. Revenue increased 11% year over year to RMB106.2 billion, led by 20% growth in transaction-services revenue to RMB56.3 billion. Operating profit rose 22% to RMB19.6 billion, yet net income attributable to ordinary shareholders fell 15% to RMB12.5 billion. Research-and-development expense increased while fulfilment, server and paymen

US business activity accelerated to its strongest pace in more than four years during August, but the headline conceals a widening divide. Services are expanding rapidly, while manufacturing growth is losing momentum under pressure from fuel costs, disrupted supply chains and reduced inventory building. $S&P Global(SPGI)$ released its flash August survey on August 21. The Composite Output Index rose to 56.0 from 54.5 in July, its highest reading since April 2022. Services PMI increased to 56.8, the strongest since December 2024, while manufacturing PMI declined to 53.2 from 53.9 and missed expectations. Readings above 50 indicate expansion. S&P Global’s PMI release portal provides the underlying survey, while Reuters’ August 21 analysis ex