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Ulta Beauty, Inc. ULTA is likely to witness top and bottom-line growth when it reports first-quarter fiscal 2026 earnings on June 2, after the market closes. The Zacks Consensus Estimate for revenues is pegged at $3.08 billion, indicating an increase of 8.2% from the prior-year quarter’s reported figure. The consensus mark for earnings has fallen a penny to $6.87 per share in the past seven days, though it indicates 2.5% growth from the figure recorded in the year-ago quarter. ULTA has a trailing four-quarter earnings surprise of 11%, on average. Ulta Beauty Inc. price-consensus-eps-surprise-chart | Ulta Beauty Inc. Quote Ulta Beauty’s first-quarter performance is likely to have benefited from continued strength in product innovation, exclusive launches and healthy guest engagement trends. At its last earnings call, management noted that Rare Beauty launched at the start of fiscal 2026 and witnessed strong early demand, which is expected to have provided a lift to the quarterly performance. Momentum from newer brands across prestige hair care, fragrance, skincare and K-Beauty categories is also likely to have supported traffic and market-share gains.The company’s omnichannel capabilities and loyalty ecosystem are also expected to support results in the to-be-reported quarter. ULTA has been investing in personalization tools, AI-driven marketing and digital enhancements to improve customer engagement and convenience. Initiatives such as Replenish & Save, Wishlist and TikTok Shop integration are likely to have aided customer acquisition and strengthened interactions across channels.Strength across fragrance, wellness and skincare categories is also likely to have boosted performance. Management noted sustained consumer interest in wellness products, premium fragrances and efficacious K-Beauty offerings. In addition, ongoing supply-chain optimization efforts, improved inventory management and operational execution are likely to have supported better in-stock levels and enhanced the guest experience. However, ULTA has been operating in a competitive and cautious consumer environment. At its fourth-quarter earnings call, management indicated that shoppers remain value-focused and selective with discretionary spending, while competitive intensity in beauty retail has increased amid elevated promotional activity across the industry. These factors might have partly...

Burlington Stores (BURL) came out with quarterly earnings of $2.01 per share, beating the Zacks Consensus Estimate of $1.77 per share. This compares to earnings of $1.6 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +13.42%. A quarter ago, it was expected that this discount retailer would post earnings of $4.7 per share when it actually produced earnings of $4.89, delivering a surprise of +4.04%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Burlington Stores, which belongs to the Zacks Retail - Discount Stores industry, posted revenues of $2.86 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 1.83%. This compares to year-ago revenues of $2.5 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Burlington Stores shares have added about 12.9% since the beginning of the year versus the S&P 500's gain of 9.9%. While Burlington Stores has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Burlington Stores was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list...

With Ollie's Bargain Outlet Holdings, Inc. OLLI set to announce its first-quarter 2026 earnings results on June 3, before the market opens, investors are focused on whether the extreme value retailer can extend its earnings beat streak. Key factors to watch include comparable-store sales, margin trends, new store growth, inventory-sourcing opportunities and consumers’ continued appetite for value-oriented merchandise.The Zacks Consensus Estimate for first-quarter revenues stands at $665.8 million, indicating a 15.4% increase from the prior-year reported figure. On the earnings front, the consensus estimate has remained stable at 87 cents per share over the past 30 days, implying a 16% year-over-year increase. Ollie's Bargain has a trailing four-quarter earnings surprise of 5.6%, on average. In the last reported quarter, the company surpassed the Zacks Consensus Estimate by 0.7%. Image Source: Zacks Investment Research As investors prepare for Ollie's Bargain first-quarter results, the question looms regarding earnings beat or miss. Our proven model does not conclusively predict an earnings beat for Ollie's Bargain this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that’s not the case here. You can see the complete list of today’s Zacks #1 Rank stocks here.Ollie's Bargain has a Zacks Rank #4 (Sell) and a negative Earnings ESP of 2.49%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Ollie's Bargain Outlet Holdings, Inc. price-consensus-eps-surprise-chart | Ollie's Bargain Outlet Holdings, Inc. Quote Ollie's Bargain continued to benefit from healthy customer demand for value-oriented merchandise, particularly as consumers remained focused on affordability and trade-down shopping behavior. Management also highlighted strong momentum in its Ollie’s Army loyalty program, improved customer engagement initiatives and growing traction with younger shoppers through digital marketing efforts, all of which likely helped drive traffic and customer retention. We expect comparable-store sales to improve 2.4% during the quarter under discussion.Another likely tailwind for the quarter is Ollie’s expanding merchandise pipeline and flexible buying model. Management repeatedly emphasized strong deal flow across categorie...

On Thursday, Dollar Tree stock jumped almost 20% after beating analyst expectations for revenue and earnings.

Earlier Thursday, delivery platform DoorDash announced a partnership with Dollar Tree to offer on-demand delivery from the retailer’s U.S. stores. Dollar Tree stock spiked 16%, putting it on pace for its largest single-day percent increase since 2022, according to Dow Jones Market Data. Shares had tumbled 22% in 2026, the company’s first calendar year since selling Family Dollar at an enormous loss last summer.

Dollar General (DG) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended April 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on June 2. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This discount retailer is expected to post quarterly earnings of $1.89 per share in its upcoming report, which represents a year-over-year change of +6.2%. Revenues are expected to be $10.83 billion, up 3.8% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.15% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positi...

As Costco Wholesale Corporation COST prepares to unveil its third-quarter fiscal 2026 earnings results on May 28, after the market closes, investors face an important decision: Should they buy, hold or sell the stock? With expectations and market conditions in focus, it is crucial to evaluate the key factors influencing Costco’s performance and whether the stock offers an attractive entry point.Costco's strategic investments, customer-centric approach, merchandise initiatives and focus on membership growth have supported steady sales and earnings growth, positioning COST as a consumer defensive stock.Analysts are optimistic about Costco's upcoming earnings. The Zacks Consensus Estimate for third-quarter revenues stands at $69.50 billion, calling for a 10% increase from the prior-year reported figure. On the earnings front, the consensus estimate has improved by 3 cents to $4.91 per share over the past 30 days, implying a 14.7% year-over-year jump.Costco has a trailing four-quarter earnings surprise of 1.1%, on average. In the last reported quarter, this Issaquah, WA-based company beat the Zacks Consensus Estimate by a margin of 0.7%. Image Source: Zacks Investment Research As investors prepare for Costco's third-quarter announcement, the question looms regarding earnings beat or miss. Our proven model predicts that an earnings beat is likely for Costco this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here. You can see the complete list of today’s Zacks #1 Rank stocks here.Costco has an Earnings ESP of +1.95% and carries a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Costco Wholesale Corporation price-consensus-eps-surprise-chart | Costco Wholesale Corporation Quote Costco’s third-quarter performance is likely to have benefited from continued momentum in membership growth, strong renewal trends and steady traffic gains across regions. Management highlighted that members remain focused on value and quality, which continues to support shopping frequency and basket expansion even in a cautious consumer environment. Costco also continued to benefit from growth in executive memberships and member upgrades, supported by added member benefits and retention initiatives. The Zacks Co...

Asking for a Trend Host Brooke DiPalma previews several of the biggest stories to come throughout this week, including the latest filings regarding OpenAI's (OPAI.PVT) planned IPO, earnings out from companies like Salesforce (CRM), and the Personal Consumption Expenditures (PCE) report for April inflation data. Markets will be closed this Monday, May 25, for the Memorial Day Weekend holiday.

Everpure P is scheduled to report first-quarter fiscal 2027 results for the quarter ended May 3, 2026, after market close on May 27. The Zacks Consensus Estimate for earnings in the to-be-reported quarter is pegged at 40 cents, indicating a rise of 37.9% from the year-ago reported quarter. The consensus estimate for total revenues is $1.01 billion, representing 29.4% year-over-year growth. For the fiscal first quarter, P expects revenues of $990 million to $1.01 billion, implying a year-over-year increase of approximately 28% at the midpoint. The company's earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters, while missing once, delivering an average surprise of 7.7%. Everpure’s fiscal first-quarter growth is likely to have been driven by rising enterprise and hyperscaler demand, as well as expanded data management offerings. Everpure’s hyperscale business is gaining momentum on rising AI and large-scale data storage demand, with significant shipment and revenue growth expected in fiscal 2027. A partnership with SK hynix strengthens its position in large-scale deployments, while supply chain diversification and new supplier qualification opportunities support growth. Supply chain constraints create both opportunities and challenges for Everpure. While shortages of components pressure sourcing and short-term margins, they also compel hyperscalers to speed up testing and certification of new suppliers. Everpure has managed risks through a diversified supply chain, strong supplier relationships and in-house hardware design. Its transparent Evergreen pricing model and ongoing software updates, including new data reduction features, are likely to help protect customer economics and support margin recovery during the fiscal year. Everpure maintains a strong financial position with $1.5 billion in cash and investments, no long-term debt and robust operating and free cash flow generation. Its solid liquidity supports increased investments in R&D and go-to-market initiatives to capitalize on growing opportunities in AI, hybrid cloud and cybersecurity. The company is also returning capital to shareholders through share repurchases, with $329 million remaining under its current authorization after returning $343 million in fiscal 2026. The company anticipates broad-based growth across its core businesses, spanning commercial, enterpris...

Hormel Foods Corporation HRL is likely to witness top-line growth when it reports second-quarter fiscal 2026 earnings on May 28. The Zacks Consensus Estimate for revenues is pegged at $2.94 billion, indicating growth of 1.6% from the prior-year quarter’s reported figure. The consensus mark for earnings has remained unchanged over the past 30 days at 35 cents a share, which is in line with the year-ago quarter. HRL has a trailing four-quarter negative earnings surprise of 0.4%, on average. Hormel Foods Corporation price-consensus-eps-surprise-chart | Hormel Foods Corporation Quote Hormel’s second-quarter performance is likely to have benefited from continued strength in its Foodservice business, which has remained a key growth driver. On its first-quarter earnings call, management highlighted solid demand across premium prepared proteins, branded pepperoni and solutions-based offerings that help operators manage labor and efficiency challenges. The company’s diversified foodservice exposure and direct-selling capabilities are also likely to have supported sales momentum in a difficult operating backdrop. Pricing actions implemented earlier this year may have aided revenue realization and helped offset inflationary pressures. The International segment is also expected to have contributed to second-quarter performance, backed by strong branded exports and growth in multinational operations. Momentum for the SPAM brand, particularly in export markets and China, is likely to have supported sales trends. HRL’s continued focus on protein-centric innovation and expanding international reach may further aid results. The Zacks Consensus Estimate for the Foodservice segment’s second-quarter sales is pegged at $982 million, which indicates an increase of 4.9% from the figure recorded in the year-ago period. The consensus mark for the International segment’s sales presently stands at $187 million, suggesting 4.5% growth from $179 million recorded in the year-ago period. Hormel Foods’ strategic transformation initiatives and portfolio-shaping actions are another likely tailwind. The company continues to prioritize higher-margin, value-added protein categories while advancing supply-chain modernization and productivity efforts. Investments in priority brands such as Jennie-O, Planters and Hormel Gatherings may have supported underlying demand trends. However, elevated comm...

The Gap, Inc. GAP is expected to register top-line growth when it reports first-quarter fiscal 2026 results on May 28, after the closing bell. For revenues, the Zacks Consensus Estimate is pegged at $3.5 billion, indicating a 1.8% rise from the year-ago quarter’s figure.The consensus estimate for the bottom line is pegged at 39 cents per share, indicating a 23.5% decline from the year-ago quarter’s figure. The consensus estimate for fiscal first-quarter earnings has been stable in the past 30 days. The San Francisco, CA-based company has a trailing four-quarter earnings surprise of 6.6%, on average. In the last reported quarter, the company’s earnings delivered an in-line surprise. Gap’s quarterly results are expected to benefit from its ability to gain market share and revive its positioning. The company remains committed to creating a trend-right merchandise assortment, deepening relations with customers via marketing, enhancing the digital commerce agenda and efficiently controlling expenses. It is increasing investments in technology, RFID and supply-chain capabilities as part of this effort. Its reinvigoration playbook continued to drive brand relevance and consumer engagement.The company continues to benefit from strong brand performance and rising market share across its largest banners, supported by consistent progress on its brand reinvigoration strategy. Management remains focused on its four strategic priorities, including driving financial and operational rigor, reinvigorating its brands, reinforcing its operating platform and supply chain, and energizing its internal culture. The company is advancing aggressive cost-management efforts, tighter inventory discipline, structural simplification, and improving speed and quality of decision-making. Gap’s strategy is centered on improving product assortments, marketing, storytelling and store execution across its brands. Consistent execution and stronger brand relevance have helped drive positive comparable sales growth for a while. Accessories are another major opportunity, with the company aiming to build stronger businesses in handbags, jewelry and related categories. Gains from these actions are expected to have bolstered the company’s top-line performance in first-quarter fiscal 2026.For the first quarter of fiscal 2026, the company had expected net sales to increase in the range of 1-2% year over...

Ross Stores (ROST) came out with quarterly earnings of $2.02 per share, beating the Zacks Consensus Estimate of $1.7 per share. This compares to earnings of $1.47 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +18.70%. A quarter ago, it was expected that this discount retailer would post earnings of $1.88 per share when it actually produced earnings of $2, delivering a surprise of +6.38%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Ross Stores, which belongs to the Zacks Retail - Discount Stores industry, posted revenues of $6.01 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 6.93%. This compares to year-ago revenues of $4.98 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Ross Stores shares have added about 20.9% since the beginning of the year versus the S&P 500's gain of 8.6%. While Ross Stores has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Ross Stores was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Stron...