Analyst Consensus ?
ConsensusBuy59 ratings
Bullish3966.1%
Neutral1932.2%
Bearish11.7%
Costco Wholesale Corporation · COST · FY2025 Q3 · Calendar Q2 2025
Costco: Growth remains strong, but margins and renewals bear watching
The supplied call analysis supports a constructive but qualified view of Costco's operating trajectory: membership, warehouse expansion, private label, gasoline and digital initiatives support continued growth, while margin, tariff, capacity and renewal-rate risks require monitoring.
Reported After market closeNASDAQConsumer Defensive
$408.29B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $4.25
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $63.11B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+3.1%
Event window
SPY move
-0.1%
Same window
Abnormal move
+3.2%
Stock minus SPY
Volume
2.9×
Versus trailing sessions
Subsequent drift
-4.8%
Up to 20 sessions
COSTSPY benchmark
Ask FN2 about COST FY2025 Q3
Transcript, numbers and history already loaded
What drove COST's +3.1% move after FY2025 Q3 earnings?What changed in COST's guidance and outlook in FY2025 Q3?Give me the bull and bear case for COST after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the current call analysis adds a larger membership base, nine warehouse openings and ten planned Q4 openings, stronger reported profit and sales growth, and new digital initiatives including Affirm BNPL and checkout pilots. Renewal rates softened slightly, and a $130 million LIFO charge plus higher SG&A offset part of the gross-margin improvement.
Guidance delta
No formal guidance was provided in the supplied transcript analysis; the prior quarter was described as maintained.
Key takeaways
- The transcript analysis describes 13% net-income growth and 8% sales growth in Q3 FY2025.
- Membership households grew 6.8% to 79.6 million, while renewal rates slipped slightly with digital sign-ups.
- Gross-margin improvement in fresh and food categories was partly offset by a $130 million LIFO charge and higher SG&A.
- Warehouse expansion, Kirkland sourcing, gasoline throughput and digital checkout initiatives remain central growth levers.
- The main counterweights are tariffs, inflation, foreign exchange, capacity limits and renewal-rate risk.
Management priorities
- Continue warehouse expansion and international growth.
- Expand gasoline-station hours and throughput.
- Scale the Affirm buy-now-pay-later program and digital checkout pilots.
- Increase local Kirkland sourcing to reduce tariff exposure.
- Invest in logistics and warehouse technology.
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Estimate
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Miss
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Analyst 52W Price Targets
$920.65Current
$491Low
$927.5Average
$1,275High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 3, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Deutsche Bank | Buy | Buy | Maintain | Sep 28, 2026 |
| Argus Research | Buy | Buy | Maintain | Sep 28, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Sep 25, 2026 |
| Truist Securities | Hold | Hold | Maintain | Sep 25, 2026 |
| Roth Capital | Sell | Sell | Maintain | Sep 25, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Sep 25, 2026 |
| Raymond James | Outperform | Outperform | Maintain | Sep 25, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Sep 25, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Sep 25, 2026 |
| Freedom Broker | Buy | Buy | Maintain | Sep 25, 2026 |
| DA Davidson | Neutral | Neutral | Maintain | Sep 25, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Sep 25, 2026 |
| BTIG | Buy | Buy | Maintain | Sep 23, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Sep 16, 2026 |
| B of A Securities | Buy | Buy | Maintain | Sep 16, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jun 3, 2026 |
| UBS | Buy | Buy | Maintain | May 20, 2026 |
| Telsey Advisory Group | Outperform | Outperform | Maintain | Apr 9, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Mar 6, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Feb 10, 2026 |
| Northcoast Research | Buy | Neutral | Upgrade | Dec 24, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | Dec 12, 2025 |
| Baird | Outperform | Outperform | Maintain | Dec 12, 2025 |
| Citigroup | Neutral | Neutral | Maintain | Sep 29, 2025 |
| Morgan Stanley | Overweight | Overweight | Maintain | May 30, 2025 |
| Loop Capital | Buy | Buy | Maintain | May 30, 2025 |
| Stifel | Buy | Buy | Maintain | Mar 20, 2025 |
| Barclays | Equal Weight | Equal Weight | Maintain | Mar 10, 2025 |
| Roth MKM | Neutral | Neutral | Maintain | Dec 13, 2024 |
| Jefferies | Buy | Buy | Maintain | Dec 5, 2024 |
| Tigress Financial | Buy | Buy | Maintain | Oct 17, 2024 |
| Redburn Atlantic | Neutral | Buy | Downgrade | Sep 10, 2024 |
| Gordon Haskett | Buy | Accumulate | Maintain | Aug 8, 2024 |
| William Blair | Outperform | Outperform | Maintain | Apr 13, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Jan 23, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | May 27, 2022 |
| R5 Capital | Hold | Buy | Downgrade | Dec 13, 2021 |
| MKM Partners | Neutral | Neutral | Maintain | Dec 8, 2021 |
| Atlantic Equities | Overweight | Overweight | Maintain | Jul 13, 2020 |
| Nomura | Neutral | Neutral | Maintain | Mar 6, 2020 |
| Bank of America | Buy | Buy | Maintain | Oct 4, 2019 |
| Stifel Nicolaus | Buy | Buy | Maintain | Jul 11, 2019 |
| Citi | Neutral | Neutral | Maintain | May 31, 2019 |
| Argus | Buy | Buy | Maintain | May 30, 2018 |
| Moffett Nathanson | Buy | Buy | Maintain | Dec 4, 2017 |
| Susquehanna | Outperform | Positive | Maintain | Feb 10, 2017 |
| Edward Jones | Buy | Hold | Upgrade | Nov 9, 2016 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Apr 29, 2016 |
| Cleveland Research | Neutral | Buy | Downgrade | Feb 26, 2016 |
| Sterne Agee CRT | Buy | Buy | Maintain | Oct 2, 2015 |
| Sterne Agee | Buy | Buy | Maintain | Oct 2, 2015 |
| Macquarie | Neutral | Neutral | Maintain | Jun 9, 2015 |
| Janney Montgomery Scott | Neutral | Buy | Downgrade | Dec 12, 2014 |
| Janney Capital | Neutral | Buy | Downgrade | Dec 12, 2014 |
| Williams Capital | Outperform | Outperform | Maintain | Jul 24, 2013 |
| PiperJaffray | Overweight | Overweight | Maintain | Mar 6, 2013 |
| Piper Sandler | Overweight | Overweight | Maintain | Mar 6, 2013 |
| McAdams Wright Ragen | Hold | Hold | Maintain | Dec 13, 2012 |
| ISI Group | Buy | Hold | Upgrade | May 10, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $920.65. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Deutsche Bank | Krisztina Katai | $1,079 | $929.26 | +17.2% | Sep 28, 2026 |
| Truist Financial | Analyst unavailable | $955 | $919.13 | +3.7% | Sep 25, 2026 |
| D.A. Davidson | Analyst unavailable | $1,040 | $919.5 | +13.0% | Sep 25, 2026 |
| Robert W. Baird | Analyst unavailable | $1,175 | $896.48 | +27.6% | Sep 25, 2026 |
| Bernstein | Analyst unavailable | $1,143 | $896.48 | +24.2% | Sep 25, 2026 |
| Raymond James | Bobby Griffin | $1,050 | $896.48 | +14.0% | Sep 25, 2026 |
| Deutsche Bank | Krisztina Katai | $1,091 | $922.96 | +18.5% | Sep 4, 2026 |
| Bernstein | Analyst unavailable | $1,144 | $925.41 | +24.3% | Sep 4, 2026 |
| Deutsche Bank | Krisztina Katai | $1,120 | $946.96 | +21.7% | Aug 6, 2026 |
| RBC Capital | Steven Shemesh | $1,000 | $916.25 | +8.6% | Jul 13, 2026 |
| Mizuho Securities | David Bellinger | $1,100 | $956.32 | +19.5% | Jun 1, 2026 |
| Truist Financial | Analyst unavailable | $1,011 | $946.74 | +9.8% | May 29, 2026 |
| UBS | Analyst unavailable | $1,275 | $1,083.01 | +38.5% | May 20, 2026 |
| Oppenheimer | Rupesh Parikh | $1,160 | $1,076.47 | +26.0% | May 19, 2026 |
| Bernstein | Analyst unavailable | $1,192 | $999.47 | +29.5% | May 12, 2026 |
| Deutsche Bank | Analyst unavailable | $1,106 | $998.89 | +20.1% | May 7, 2026 |
| Telsey Advisory | Analyst unavailable | $1,135 | $1,032.03 | +23.3% | Apr 9, 2026 |
| Deutsche Bank | Krisztina Katai | $1,104 | $1,032.03 | +19.9% | Apr 9, 2026 |
| Wells Fargo | Analyst unavailable | $1,000 | $1,032.03 | +8.6% | Apr 9, 2026 |
| Raymond James | Bobby Griffin | $1,100 | $997.28 | +19.5% | Mar 6, 2026 |
| UBS | Analyst unavailable | $1,175 | $987.68 | +27.6% | Mar 6, 2026 |
| Jefferies | Corey Tarlowe | $1,050 | $982.57 | +14.0% | Mar 5, 2026 |
| Evercore ISI | Greg Melich | $1,100 | $1,010.79 | +19.5% | Mar 2, 2026 |
| Evercore ISI | Greg Melich | $1,050 | $987.09 | +14.0% | Feb 10, 2026 |
| Bernstein | Zhihan Ma | $1,155 | $1,001.16 | +25.5% | Feb 9, 2026 |
| Oppenheimer | Analyst unavailable | $1,100 | $997.7 | +19.5% | Feb 5, 2026 |
| Wells Fargo | Analyst unavailable | $950 | $978.35 | +3.2% | Feb 5, 2026 |
| Robert W. Baird | Analyst unavailable | $1,100 | $978.35 | +19.5% | Feb 5, 2026 |
| Mizuho Securities | Analyst unavailable | $1,065 | $968.36 | +15.7% | Feb 3, 2026 |
| Deutsche Bank | Krisztina Katai | $1,044 | $927.4 | +13.4% | Jan 8, 2026 |
| Mizuho Securities | Analyst unavailable | $1,000 | $854.5 | +8.6% | Jan 5, 2026 |
| Northcoast Research | Analyst unavailable | $1,100 | $854.79 | +19.5% | Dec 24, 2025 |
| Wells Fargo | Edward Kelly | $900 | $857.59 | -2.2% | Dec 19, 2025 |
| Roth Capital | Analyst unavailable | $769 | $884.49 | -16.5% | Dec 15, 2025 |
| Truist Financial | Scot Ciccarelli | $926 | $867.89 | +0.6% | Dec 12, 2025 |
| Robert W. Baird | Analyst unavailable | $1,000 | $884.46 | +8.6% | Dec 12, 2025 |
| Goldman Sachs | Analyst unavailable | $1,171 | $884.46 | +27.2% | Dec 12, 2025 |
| Bernstein | Analyst unavailable | $1,146 | $884.46 | +24.5% | Dec 12, 2025 |
| BTIG | Analyst unavailable | $1,115 | $946.51 | +21.1% | Oct 14, 2025 |
| Mizuho Securities | David Bellinger | $950 | $914.8 | +3.2% | Oct 9, 2025 |
| Truist Financial | Analyst unavailable | $1,033 | $926.04 | +12.2% | Sep 26, 2025 |
| Evercore ISI | Analyst unavailable | $1,025 | $943.31 | +11.3% | Sep 26, 2025 |
| D.A. Davidson | Analyst unavailable | $1,000 | $943.31 | +8.6% | Sep 26, 2025 |
| Roth Capital | William Kirk | $907 | $943.31 | -1.5% | Sep 26, 2025 |
| Morgan Stanley | Analyst unavailable | $1,130 | $918.65 | +22.7% | Sep 26, 2025 |
| Bernstein | Analyst unavailable | $1,140 | $917.11 | +23.8% | Sep 26, 2025 |
| Stifel Nicolaus | Mark Astrachan | $1,035 | $1,003.82 | +12.4% | May 29, 2025 |
| Loop Capital Markets | Analyst unavailable | $1,135 | $964.31 | +23.3% | Mar 7, 2025 |
| Stifel Nicolaus | Mark Astrachan | $1,000 | $986.06 | +8.6% | Dec 5, 2024 |
| Tigress Financial | Joseph Feldman | $1,065 | $888.17 | +15.7% | Oct 17, 2024 |
| Bank of America Securities | Robert Ohmes | $972 | $885.62 | +5.6% | Sep 27, 2024 |
| BMO Capital | Kelly Bania | $980 | $879.9 | +6.4% | Sep 27, 2024 |
| Telsey Advisory | Joseph Feldman | $1,000 | $901.44 | +8.6% | Sep 27, 2024 |
| Stifel Nicolaus | Mark Astrachan | $925 | $901.44 | +0.5% | Sep 27, 2024 |
| Loop Capital Markets | Laura Champine | $1,005 | $901.44 | +9.2% | Sep 27, 2024 |
| D.A. Davidson | Michael Baker | $880 | $885.62 | -4.4% | Sep 27, 2024 |
| Goldman Sachs | Kate McShane | $995 | $885.62 | +8.1% | Sep 27, 2024 |
| Barclays | Seth Sigman | $850 | $901.44 | -7.7% | Sep 27, 2024 |
| Citigroup | Paul Lejuez | $800 | $885.62 | -13.1% | Sep 27, 2024 |
| Morgan Stanley | Simeon Gutman | $950 | $876.68 | +3.2% | Sep 9, 2024 |
| Loop Capital Markets | Laura Champine | $975 | $885.98 | +5.9% | Sep 6, 2024 |
| Oppenheimer | Rupesh Parikh | $955 | $885.98 | +3.7% | Sep 6, 2024 |
| Robert W. Baird | Peter Benedict | $975 | $885.98 | +5.9% | Sep 6, 2024 |
| Stifel Nicolaus | Mark Astrachan | $915 | $885.98 | -0.6% | Sep 6, 2024 |
| Oppenheimer | Rupesh Parikh | $925 | $908.47 | +0.5% | Aug 27, 2024 |
| Stifel Nicolaus | Mark Astrachan | $950 | $846.59 | +3.2% | Jul 11, 2024 |
| Morgan Stanley | Simeon Gutman | $855 | $884.31 | -7.1% | Jul 11, 2024 |
| Tigress Financial | Ivan Feinseth | $975 | $852.47 | +5.9% | Jun 25, 2024 |
| Loop Capital Markets | Laura Champine | $940 | $845.96 | +2.1% | Jun 14, 2024 |
| Deutsche Bank | Krisztina Katai | $925 | $847.16 | +0.5% | Jun 6, 2024 |
| Oppenheimer | Rupesh Parikh | $905 | $834.3 | -1.7% | Jun 6, 2024 |
| Telsey Advisory | Joseph Feldman | $580 | $834.3 | -37.0% | Jun 6, 2024 |
| Loop Capital Markets | Laura Champine | $890 | $809.89 | -3.3% | Jun 3, 2024 |
| Telsey Advisory | Joseph Feldman | $850 | $809.89 | -7.7% | Jun 3, 2024 |
| CFRA | Arun Sundaram | $846 | $809.89 | -8.1% | May 31, 2024 |
| Oppenheimer | Rupesh Parikh | $850 | $809.89 | -7.7% | May 31, 2024 |
| Roth Capital | William Kirk | $676 | $815.34 | -26.6% | May 31, 2024 |
| BMO Capital | Kelly Bania | $875 | $815.34 | -5.0% | May 31, 2024 |
| Truist Financial | Scot Ciccarelli | $873 | $815.34 | -5.2% | May 31, 2024 |
| D.A. Davidson | Michael Baker | $780 | $815.34 | -15.3% | May 31, 2024 |
| Argus Research | Christopher Graja | $900 | $809.73 | -2.2% | May 28, 2024 |
| Loop Capital Markets | Laura Champine | $840 | $763.41 | -8.8% | May 9, 2024 |
| Roth Capital | William Kirk | $650 | $722.58 | -29.4% | Apr 11, 2024 |
| Jefferies | Corey Tarlowe | $860 | $722.58 | -6.6% | Apr 11, 2024 |
| Loop Capital Markets | Laura Champine | $820 | $722.58 | -10.9% | Apr 11, 2024 |
| Gordon Haskett Capital Corporation | Chuck Grom | $775 | $711.3 | -15.8% | Apr 3, 2024 |
| Telsey Advisory | Joseph Feldman | $800 | $725.56 | -13.1% | Mar 8, 2024 |
| Oppenheimer | Rupesh Parikh | $805 | $769.96 | -12.6% | Mar 6, 2024 |
| Telsey Advisory | Joseph Feldman | $700 | $659.53 | -24.0% | Dec 15, 2023 |
| Stifel Nicolaus | Mark Astrachan | $615 | $632.52 | -33.2% | Dec 14, 2023 |
| J.P. Morgan | Christopher Horvers | $605 | $589.08 | -34.3% | Nov 24, 2023 |
| Telsey Advisory | Joseph Feldman | $575 | $563 | -37.5% | Sep 27, 2023 |
| Stifel Nicolaus | Mark Astrachan | $575 | $556.18 | -37.5% | Sep 26, 2023 |
| Truist Financial | Scot Ciccarelli | $568 | $481.35 | -38.3% | May 25, 2023 |
| Oppenheimer | Rupesh Parikh | $550 | $470.05 | -40.3% | Mar 3, 2023 |
| Robert W. Baird | Peter Benedict | $535 | $485.69 | -41.9% | Mar 2, 2023 |
| Telsey Advisory | Joseph Feldman | $595 | $484.6 | -35.4% | Dec 9, 2022 |
| Jefferies | Corey Tarlowe | $610 | $466.4 | -33.7% | Sep 23, 2022 |
| Robert W. Baird | Peter Benedict | $575 | $522.1 | -37.5% | Aug 31, 2022 |
| Deutsche Bank | Krisztina Katai | $579 | $494.98 | -37.1% | Jul 14, 2022 |
| Atlantic Equities | Daniela Nedialkova | $615 | $477.26 | -33.2% | Jun 9, 2022 |
| Robert W. Baird | Peter Benedict | $560 | $465.91 | -39.2% | May 27, 2022 |
| Evercore ISI | Greg Melich | $540 | $470.76 | -41.3% | May 27, 2022 |
| Stifel Nicolaus | Mark Astrachan | $565 | $507.86 | -38.6% | May 6, 2022 |
| Evercore ISI | Greg Melich | $600 | $544.43 | -34.8% | May 5, 2022 |
| Evercore ISI | Greg Melich | $610 | $584.67 | -33.7% | Apr 11, 2022 |
| Deutsche Bank | Krisztina Katai | $527 | $584.79 | -42.8% | Apr 6, 2022 |
| Jefferies | Stephanie Wissink | $670 | $584.79 | -27.2% | Apr 6, 2022 |
| Oppenheimer | Rupesh Parikh | $620 | $575.57 | -32.7% | Apr 3, 2022 |
| Truist Financial | Scot Ciccarelli | $603 | $561.35 | -34.5% | Mar 19, 2022 |
| Oppenheimer | Rupesh Parikh | $580 | $543.39 | -37.0% | Mar 16, 2022 |
| Deutsche Bank | Paul Trussell | $491 | $525.95 | -46.7% | Mar 14, 2022 |
| BMO Capital | Kelly Bania | $580 | $525.5 | -37.0% | Mar 4, 2022 |
| Credit Suisse | Robert Moskow | $570 | $525.5 | -38.1% | Mar 4, 2022 |
| Telsey Advisory | Joe Feldman | $615 | $525.5 | -33.2% | Mar 4, 2022 |
| Cowen & Co. | Oliver Chen | $650 | $528.83 | -29.4% | Feb 9, 2022 |
| Morgan Stanley | Simeon Gutman | $560 | $515.89 | -39.2% | Feb 7, 2022 |
| Wells Fargo | Edward Kelly | $600 | $515.89 | -34.8% | Feb 7, 2022 |
| Robert W. Baird | Peter Benedict | $600 | $519.77 | -34.8% | Feb 6, 2022 |
| Citigroup | Paul Lejuez | $530 | $491.68 | -42.4% | Jan 28, 2022 |
| Truist Financial | Scot Ciccarelli | $606 | $502.99 | -34.2% | Jan 17, 2022 |
| Argus Research | Chris Graja | $610 | $544.51 | -33.7% | Dec 14, 2021 |
| R5 Capital | Scott Mushkin | $561 | $556.38 | -39.1% | Dec 13, 2021 |
| MKM Partners | William Kirk | $509 | $556.38 | -44.7% | Dec 13, 2021 |
| Bank of America Securities | Robert Ohmes | $595 | $556.38 | -35.4% | Dec 13, 2021 |
| Stifel Nicolaus | Mark Astrachan | $555 | $557.97 | -39.7% | Dec 10, 2021 |
| UBS | Michael Lasser | $600 | $557.97 | -34.8% | Dec 10, 2021 |
| Gordon Haskett Capital Corporation | Charles Grom | $575 | $511.4 | -37.5% | Nov 11, 2021 |
| D.A. Davidson | Michael Baker | $423 | $451.45 | -54.1% | Oct 7, 2021 |
| Tigress Financial | Ivan Feinseth | $520 | $450.38 | -43.5% | Sep 29, 2021 |
Track every rating change on COST the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationCostco Wholesale Corporation, alongside its group entities, operates membership-based retail warehouses across a broad international scope, spanning the United States, Puerto Rico, Canada, the United Kingdom, Mexico, Japan, South Korea, Australia, Spain, France, Iceland, China, and Taiwan. These outlets provide customers with an extensive array of both well-known branded and proprietary private-label products. Their vast inventory includes household staples, shelf-stable groceries, confectionery, chilled and frozen items, alcoholic beverages, tobacco, and deli selections. Furthermore, the stores stock major appliances, consumer electronics, health and beauty aids, hardware, garden and patio furniture, sporting goods, vehicle tires, toys, seasonal merchandise, office supplies, automotive maintenance products, postage services, event tickets, apparel, small kitchen appliances, home furnishings, domestic textiles, kitchenware, custom-order kiosks, and fine jewelry.…
Historical context
All COST earningsConsumer Defensive peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| MKC McCormick & Company, Incorporated | FY2026 Q3 · Calendar Q4 2026 | +13.9% | -4.9% | McCormick reports strong Q3 growth while U.S. volumes remain soft |
| CAG Conagra Brands, Inc. | FY2027 Q1 · Calendar Q3 2026 | +44.4% | -4.9% | Conagra maintains outlook while increasing brand investment and simplifying SKUs |
| GIS General Mills, Inc. | FY2027 Q1 · Calendar Q3 2026 | +4.6% | +1.0% | General Mills leans on mix, innovation and e-commerce amid pressure |
| KR The Kroger Co. | FY2026 Q2 · Calendar Q3 2026 | +2.8% | +2.7% | Kroger: Strong digital growth offsets softer sales outlook |
| CPB Campbell Soup Company | FY2026 Q4 · Calendar Q3 2026 | +1.1% | -7.0% | Campbell’s leans on savings and innovation amid pressured demand |
| BF-A Brown-Forman Corporation | FY2027 Q1 · Calendar Q3 2026 | +3.0% | — | Brown-Forman holds FY27 outlook as RTD innovation offsets barrel pressure |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the COST recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-05-15T00:01:33.065679+00:00
- Polygon adjusted daily market bars · 2026-10-03T13:06:14.282337+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-03T13:06:14.279595+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-03. For educational purposes only; not investment advice.