VAC

MGM Resorts International MGM is scheduled to report third-quarter 2026 results on Oct. 28, after the closing bell. MGM's earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed on one occasion, the average surprise being 24%. The Zacks Consensus Estimate for third-quarter earnings per share (EPS) is pegged at 13 cents, indicating a deterioration of 45.8% from 24 cents reported in the year-ago quarter. MGM Resorts International price-consensus-eps-surprise-chart | MGM Resorts International Quote For revenues, the consensus mark is pegged at nearly $4.25 billion, suggesting growth of 0.1% from the prior-year quarter's figure. Let's look at how things have shaped up in the quarter. MGM Resorts' third-quarter performance is likely to have benefited from continued momentum across its Las Vegas Strip Resorts, supported by group and convention bookings, premium gaming demand and an expanded entertainment calendar. Management highlighted a favorable group booking environment entering the quarter, alongside a larger calendar of sports and entertainment events compared with the year-ago period. These factors are expected to have supported casino activity, hotel demand and non-gaming spending. The company's Las Vegas Strip Resorts are likely to have benefited from the recovery at MGM Grand, supported by renovated room inventory and favorable gaming trends. Continued demand for premium gaming experiences and investments in luxury offerings are expected to have aided performance. Management also highlighted encouraging trends in high-end customer spending, which may have supported gaming revenues and overall profitability in the quarter under review. The Zacks Consensus Estimate for third-quarter Las Vegas Strip revenues is pegged at $1.99 billion, compared with $1.98 billion reported in the prior-year quarter. Segment-adjusted property EBITDA is projected at $582 million, down from $601 million reported in the year-ago quarter. MGM China's third-quarter performance is likely to have benefited from a recovery in gaming volumes following the temporary disruption caused by the World Cup in June. Continued investments in premium gaming facilities, renovated suites and luxury hospitality offerings are expected to have supported customer engagement and gaming activity. The recently upgraded suites at MGM Cotai and expanded premium gaming areas may also have strengthened the company's competitive position in Macao. However, higher intercompany branding fees may have weighed on segment profitability. MGM China's adjusted property EBITDA is projected at $254 million, down from $284 million in the prior-year quarter. Digital operations are likely to have supported revenue growth, driven by the launch of MGM Digital's proprietary sportsbook in Sweden and growing traction for BetMGM-branded offerings internationally. Encouraging trends in first-time deposits, active players and net gaming revenues in Brazil may also have aided performance. The consensus estimate for digital revenues is pegged at $207 million, up from $174 million a year ago. However, softness in lower-end leisure demand may have weighed on Las Vegas hotel performance. Management acknowledged continued demand challenges at Luxor and Excalibur, despite some stabilization from value-oriented packages. Subdued international visitation, cautious spending among value-conscious consumers and seasonal fluctuations in leisure demand may also have constrained hotel revenues and gaming activity. Regional Operations' performance is likely to have reflected continued benefits from targeted capital investments and premium gaming upgrades. However, the absence of contributions from Northfield Park following its divestiture may have weighed on reported revenues and profitability. The consensus estimate for regional revenues is pegged at $870 million, down from $957 million reported in the prior-year quarter, while adjusted property EBITDA is expected to decline to $253 million from $296 million. Our proven model does not conclusively predict an earnings beat for MGM Resorts this time around. The company does not have the right combination of the two key ingredients, a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), to increase the odds of an earnings beat. MGM's Earnings ESP: MGM Resorts has an Earnings ESP of -22.00%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. MGM's Zacks Rank: The company currently has a Zacks Rank #5 (Strong Sell). Here are some stocks from the Zacks Consumer Discretionary sector that investors may consider, as our model shows that these have the right combination of elements to post an earnings beat. Cinemark Holdings, Inc. CNK currently has an Earnings ESP of +4.49% and a Zacks Rank of 1. You can see the complete list of today's Zacks #1 Rank stocks here. Cinemark's earnings for the to-be-reported quarter are expected to increase 127.5%. CNK reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average miss being negative 11.4%. Rush Street Interactive, Inc. RSI currently has an Earnings ESP of +2.44% and a Zacks Rank of 2. RSI's earnings for the to-be-reported quarter are expected to increase 55.6%. Rush Street Interactive reported better-than-expected earnings in the trailing two out of four quarters, missed estimates once and reported in line once, with the average surprise being 6.3%. Marriott Vacations Worldwide Corporation VAC has an Earnings ESP of +10.02% and a Zacks Rank of 3 at present. Marriott Vacations is expected to register a 45% increase in earnings for the to-be-reported quarter. VAC reported better-than-expected earnings in the trailing three out of four quarters and missed once, with the average surprise being 1.3%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report MGM Resorts International (MGM) : Free Stock Analysis Report Marriott Vacations Worldwide Corporation (VAC) : Free Stock Analysis Report Cinemark Holdings Inc (CNK) : Free Stock Analysis Report Rush Street Interactive, Inc. (RSI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Las Vegas Sands LVS reported weak third-quarter 2026 results, with adjusted earnings and revenues missing the Zacks Consensus Estimate and declining year over year. Following the results, the company's shares lost 0.4% in yesterday's after-market trading session. The company's results were hurt by softer high-end gaming demand in Singapore and Macao, coupled with elevated operating expenses, which weighed on profitability. Las Vegas Sands reported adjusted earnings of 54 cents per share, missing the Zacks Consensus Estimate of 71 cents by 23.9%. The company posted adjusted earnings of 78 cents per share in the year-ago quarter. Las Vegas Sands Corp. price-eps-surprise | Las Vegas Sands Corp. Quote Quarterly net revenues of $3.22 billion missed the $3.33 billion consensus by 3.3% and declined 3.5% year over year. Still, Macao mass gaming revenue share reached 26.1%, its strongest reading since the fourth quarter of 2023. Macao operations generated revenues of $1.94 billion, up 1.8% from $1.91 billion a year ago. Adjusted property EBITDA decreased 12% to $529 million from $601 million. The margin contracted 420 basis points to 27.3%. Rolling-table volumes rose 31% year over year, non-rolling chip drop increased 11%, and slot and electronic table game handle advanced 26%. Management cited higher staffing costs after adding gaming, hospitality and sales personnel. Softer premium play also weighed on spending per visitor. The Venetian Macao's net revenues fell 6.2% to $649 million from $692 million. Our model expected the quarterly revenues for this metric to be $618.1 million. Adjusted property EBITDA dropped 15.3% to $205 million from $242 million. Our estimate for the metric was $212.4 million. Non-rolling chip drop slipped to $2.35 billion from $2.39 billion, while hotel occupancy increased to 98.3%. Rolling volume increased 31%, non-rolling chip drop advanced 11%, and slot and electronic table game handle gained 26%. The Londoner Macao's revenues were nearly flat at $685 million versus $686 million. We estimated the metric to be $874.2 million. Adjusted property EBITDA declined 18.7% to $178 million. Our estimate for the metric was pegged at $201.8 million. Rolling-chip volume jumped to $3.22 billion from $2.31 billion, yet the non-rolling table win percentage declined to 18.6% from 23.4%. Hotel revenue per available room improved to $257 from $253. Net revenues at The Parisian Macao rose 6% to $231 million, supported by higher casino revenues. We estimated the metric to be $251.2 million. Adjusted property EBITDA, however, decreased 13.2% to $46 million from $53 million. Our estimate for the metric was $46.1 million. Casino revenues grew to $178 million from $163 million in the year-ago period. The slot handle rose to $1.4 billion from $1.01 billion, while hotel revenue per available room slipped to $142 from $147. The Plaza Macao and Four Seasons Macao posted 15.5% revenue growth to $238 million from $206 million. We estimated the metric to be $163.9 million. Casino revenues increased to $163 million from $132 million. Adjusted property EBITDA improved to $85 million from $74 million. Hotel revenue per available room increased to $485 from $456, helped by higher occupancy and room rates. Our estimate for the metric was $71.1 million. Sands Macao net revenues climbed 37.5% to $99 million from $72 million, reflecting casino revenue growth to $92 million from $66 million. Our projection for the metric was $58.8 million. Adjusted property EBITDA rose to $14 million from $8 million, lifting the margin to 14.1% from 11.1%. Our estimate was $7.9 million. Non-rolling chip drop advanced to $480 million from $371 million, while slot handle rose to $1.57 billion from $626 million. Hotel occupancy improved to 99.4% from 98.4%, although revenue per available room declined to $161 from $164. Marina Bay Sands' revenues declined 9.9% year over year to $1.29 billion from $1.44 billion. Our estimate for the metric was $1.42 billion. Adjusted property EBITDA fell 20.6% to $590 million from $743 million. The margin narrowed 610 basis points to 45.6%. We expected this metric to be $730.5 million. Non-rolling table win percentage fell to 18.7% from 24.5%, while rolling-chip volume declined to $8.43 billion from $9.07 billion. However, slot win rose 3% to $289 million, while hotel revenue per available room climbed to $994 from $937. Lower rolling-play hold reduced EBITDA by $4 million. On a consolidated basis, adjusted property EBITDA fell 16.7% to $1.12 billion from $1.34 billion, with the margin contracting to 34.8% from 40.3%. Casino revenues declined 5.4% to $2.37 billion, while room and food-and-beverage revenues increased. Operating income decreased to $618 million from $719 million. Net income declined 28.3% to $352 million from $491 million. Resort operating expenses rose 5.3% to $2.10 billion, reflecting ongoing investments in staffing and services. As of Sept. 30, 2026, Las Vegas Sands had unrestricted cash balances of $2.86 billion, while total debt outstanding was $15.3 billion. The weighted average debt balance declined to $15.53 billion from $15.94 billion in the year-ago quarter. Capital expenditures amounted to $281 million, including $154 million in Macao and $121 million in Singapore. The company repurchased $950 million in shares during the quarter, leaving $5.06 billion under its authorization. It also paid a quarterly dividend of 30 cents per share. Its board approved a 20% increase to 36 cents per share quarterly starting in the first quarter of 2027. Las Vegas Sands currently carries a Zacks Rank #5 (Strong Sell). Here are some better-ranked stocks from the Consumer Discretionary sector: Marriott Vacations Worldwide Corporation VAC currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks Rank #1 stocks here. The company delivered a trailing four-quarter earnings surprise of 1.3%, on average. VAC stock has surged 96.1% year to date. The Zacks Consensus Estimate for Marriott Vacations' 2026 sales and EPS indicates an increase of 8.3% and 22.5%, respectively, from the year-ago levels. Vince Holding Corp. VNCE currently flaunts a Zacks Rank of 1. The company delivered a trailing four-quarter earnings surprise of 561.4%, on average. VNCE stock has rallied 188.3% in the year-to-date period. The Zacks Consensus Estimate for Vince Holding's 2026 sales and EPS implies growth of 14% and 175%, respectively, from the year-ago levels. AMC Entertainment Holdings, Inc. AMC currently carries a Zacks Rank #2 (Buy). AMC stock has surged 94.9% in the year-to-date period. The company delivered a trailing four-quarter earnings surprise of 321.7%, on average. The Zacks Consensus Estimate for AMC Entertainment's 2026 sales and EPS implies growth of 18.4% and 91.7%, respectively, from the year-ago levels. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Las Vegas Sands Corp. (LVS) : Free Stock Analysis Report Marriott Vacations Worldwide Corporation (VAC) : Free Stock Analysis Report AMC Entertainment Holdings, Inc. (AMC) : Free Stock Analysis Report Vince Holding Corp. (VNCE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Hilton Worldwide Holdings Inc. HLT is scheduled to report third-quarter 2026 results on Oct. 27, before the opening bell. HLT's earnings surpassed estimates in three of the trailing four quarters and met estimates in one, with the average surprise being 4.6%. The Zacks Consensus Estimate for the third quarter's adjusted EPS has declined slightly in the past 30 days to $2.34 from $2.35. The revised estimated figure indicates 10.9% growth from the year-ago reported figure of $2.11 per share. Hilton Worldwide Holdings Inc. price-eps-surprise | Hilton Worldwide Holdings Inc. Quote For revenues, the consensus mark is pegged at nearly $3.39 billion. The metric implies an 8.5% rise from the year-ago quarter's figure. Hilton's third-quarter 2026 performance is likely to have reflected improving travel demand across key segments, supported by strength in business-transient and group travel. The company expects system-wide comparable RevPAR to increase approximately 4% year over year on a currency-neutral basis. Business-transient demand, particularly from small and medium-sized businesses, is likely to have supported performance, while leisure demand is expected to have remained steady. Favorable calendar effects and World Cup-related demand are also expected to have contributed to RevPAR growth. Group and business travel are expected to have been key drivers of hotel performance during the quarter. Hilton reported strengthening midweek business-transient demand and solid growth from small and medium-sized businesses entering the third quarter. These trends, alongside continued demand across leisure travel, are likely to have supported occupancy and pricing. Hilton's fee-based, capital-light model is expected to have supported revenue growth. Continued hotel openings, conversions and a record development pipeline are likely to have contributed to management and franchise fees. Our model predicts third-quarter revenues from Franchise and Licensing Fees to rise 12.1% year over year to $828.6 million. We expect revenues from Base and Other Management Fees to rise 8% year over year to $100.5 million. In addition, Hilton's focus on owner profitability and operating efficiency is likely to have supported its asset-light business model. Initiatives to reduce loyalty and program fees, along with efforts to use technology and AI to improve hotel-level operations, are intended to help owners manage costs and strengthen hotel profitability. However, third-quarter performance is likely to have faced some headwinds. The ongoing conflict in the Middle East is expected to have weighed on performance, while significant renovations at hotels in Hilton's ownership portfolio and timing-related items are also expected to have affected earnings. China's demand environment remains challenging, with weaker group travel contributing to lower RevPAR. These factors are likely to have partly offset strength in other regions and travel segments. From an earnings perspective, Hilton expects third-quarter 2026 net income between $502 million and $516 million. Adjusted EBITDA is expected to range from $1.035 billion to $1.055 billion, while adjusted earnings per share are projected between $2.28 and $2.34. The company's guidance also reflects the expected impact of the Middle East conflict and significant renovations in its ownership portfolio. Overall, Hilton's third-quarter 2026 results are expected to reflect improving business-transient and group demand, continued growth from its fee-based model and a strong development pipeline. However, geopolitical uncertainty, hotel renovations and uneven demand across regions are likely to have moderated the quarterly performance. Our proven model predicts an earnings beat for Hilton this time around. 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 exactly the case here. Earnings ESP for HLT: Hilton currently has an Earnings ESP of +0.58%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Hilton's Zacks Rank: The company has a Zacks Rank #3 at present. Here are some other stocks from the Zacks Consumer Discretionary sector that investors may consider, as our model shows that these, too, have the right combination of elements to post an earnings beat. Marriott Vacations Worldwide Corporation VAC has an Earnings ESP of +10.02% and a Zacks Rank of 1 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Marriott Vacations is expected to register a 45% increase in earnings for the to-be-reported quarter. VAC reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 1.3%. Marriott International, Inc. MAR currently has an Earnings ESP of +3.43% and a Zacks Rank of 3. MAR's earnings for the to-be-reported quarter are expected to increase 15.4%. Marriott reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 2.5%. Rush Street Interactive, Inc. RSI currently has an Earnings ESP of +2.44% and a Zacks Rank of 3. RSI's earnings for the to-be-reported quarter are expected to increase 55.6%. Rush Street Interactive reported better-than-expected earnings in the trailing two out of four quarters, missed estimates once and reported in line once, with the average surprise being 6.3%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Hilton Worldwide Holdings Inc. (HLT) : Free Stock Analysis Report Marriott International, Inc. (MAR) : Free Stock Analysis Report Marriott Vacations Worldwide Corporation (VAC) : Free Stock Analysis Report Rush Street Interactive, Inc. (RSI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Comcast CMCSA delivered adjusted earnings of $1.07 per share in the third quarter of 2026, which declined 4% from the year-ago period but surpassed the Zacks Consensus Estimate of 98 cents by 9.2%. Consolidated revenues decreased 6.1% year over year to $29.3 billion and missed the consensus mark of $29.35 billion by 0.2%. On a pro forma basis, which reflects the Versant separation completed on Jan. 2, 2026, and the sale of Sky operations in Germany completed on May 31, 2026, revenues increased 0.5% year over year. The quarter was shaped by continued wireless momentum in Connectivity & Platforms and Peacock's second consecutive profitable quarter, partly offset by cyclical weakness in Theme Parks. Universal became the first studio to cross $5 billion at the global box office in 2026, led by The Odyssey, which became Universal's highest-grossing film ever with nearly $1.8 billion in worldwide box office year to date. Comcast launched Xfinity Shield, a platform that turns Xfinity Wi-Fi into an always-on cybersecurity and home protection layer, and opened Fast & Furious: Hollywood Drift at Universal Studios Hollywood. Comcast also said the planned separation of NBCUniversal and Sky into two independent companies remains on track. The quarter included $22 million of transaction costs related to the proposed NBCUniversal spin-off. Comcast Corporation price-consensus-eps-surprise-chart | Comcast Corporation Quote Connectivity & Platforms revenues (67.1% of revenues) decreased 2.7% year over year to $19.66 billion, as declines in Residential Connectivity & Platforms outweighed gains in Business Services Connectivity. Within the segment, Residential Connectivity & Platforms revenues decreased 3.5% year over year to $17.02 billion. Domestic broadband revenues fell 4.7% to $6.24 billion, while domestic wireless service revenues rose 14.7% to $1.05 billion, aided by the conversion of promotional free lines to paid service. Business Services Connectivity revenues increased 2.7% year over year to $2.65 billion, driven by enterprise solutions. Total Residential Connectivity & Platforms customer relationships increased 33,000 to 47.8 million. A rise in international customer relationships more than offset a decline in domestic customer relationships. Total domestic broadband residential customer net losses were 144,000. Total domestic wireless line net additions were 368,000, with total wireless lines rising to 10.6 million. That represents nearly 18% penetration of domestic residential broadband customers and 7% of addressable wireless lines in Comcast's footprint. Total domestic video customer net losses were 274,000. Nearly 45% of broadband customers are now on gig-plus speed tiers. Content & Experiences revenues (36% of revenues) increased 6.5% year over year to $10.54 billion, driven primarily by Media. Within the segment, Media revenues increased 13% year over year to $5.36 billion, including $224 million of incremental revenue from the FIFA World Cup. Excluding the World Cup, Media revenues rose 8.3%. Peacock generated revenues of $1.8 billion, up from $1.4 billion, and adjusted EBITDA of $261 million, up $478 million year over year. Paid subscribers increased 17% year over year to 48 million. Studios revenues decreased 1.1% year over year to $2.97 billion, as lower content licensing revenues offset a 76.6% jump in theatrical revenues. Theatrical gains came from The Odyssey, Minions & Monsters and the carryover benefit of Obsession. Theme Parks revenues decreased 4.4% year over year to $2.60 billion, reflecting lower park admissions revenues, including the impact of increased promotional activity. Costs and expenses in the third quarter of 2026 decreased 6.6% year over year to $23.98 billion. Programming and production costs decreased 13.2% from the year-ago quarter to $7.52 billion. Marketing and promotion expenses decreased 3.5% year over year to $2.12 billion, while other operating and administrative expenses declined 1.4% to $10.65 billion. Adjusted EBITDA decreased 5.8% year over year to $9.11 billion. On a pro forma basis reflecting the Versant separation and the Sky Germany sale, adjusted EBITDA increased 0.8% year over year. Total Connectivity & Platforms adjusted EBITDA declined 4.4% year over year to $7.59 billion. Residential Connectivity & Platforms adjusted EBITDA decreased 5.8% year over year to $6.11 billion, reflecting investment in the go-to-market strategy. Business Services Connectivity adjusted EBITDA increased 1.7% year over year to $1.48 billion, with an adjusted EBITDA margin of 55.9%. Content & Experiences adjusted EBITDA increased 29.3% year over year to $1.80 billion. Media adjusted EBITDA increased to $769 million from $247 million in the year-ago quarter. Studios adjusted EBITDA increased 18.6% year over year to $402 million on lower operating expenses. Theme Parks adjusted EBITDA decreased 17.1% year over year to $780 million. As of Sept. 30, 2026, cash and cash equivalents totaled $7.60 billion, down from $7.66 billion as of June 30, 2026. As of Sept. 30, 2026, consolidated total debt was $87.37 billion, down from $90.38 billion as of June 30, 2026. Free cash flow was $4.21 billion in the reported quarter, down from $4.95 billion in the prior-year quarter. In the third quarter of 2026, Comcast generated $7.9 billion in cash from operations, down from $8.69 billion in the prior-year quarter. Capital expenditures were consistent year over year at $3.1 billion. Comcast paid dividends totaling $1.2 billion. As previously announced, the company suspended its share repurchase program beginning in the third quarter. It expects the pause to remain in place through the proposed separation of its businesses into two independent publicly traded companies. Currently, Comcast carries a Zacks Rank #4 (Sell). Fox FOXA, MARRIOTT VAC WW VAC and Versant Media Group, Inc. VSNT are some better-ranked stocks investors can consider in the broader Consumer Discretionary sector, each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today's Zacks #1 Rank stocks here. Fox is set to report its quarterly results on Nov. 2, while both MARRIOTT VAC WW and Versant Media Group are slated to report their quarterly results on Nov. 3. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Comcast Corporation (CMCSA) : Free Stock Analysis Report Marriott Vacations Worldwide Corporation (VAC) : Free Stock Analysis Report Fox Corporation (FOXA) : Free Stock Analysis Report Versant Media Group, Inc. (VSNT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Royal Caribbean Cruises Ltd. RCL is scheduled to report third-quarter 2026 results on Oct. 27, before the opening bell. RCL's earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, and missed on one occasion with an average surprise of 4.9%. The Zacks Consensus Estimate for third-quarter earnings per share (EPS) is pegged at $6.38, indicating a rise of 11% from $5.75 reported in the year-ago quarter. Royal Caribbean Cruises Ltd. price-eps-surprise | Royal Caribbean Cruises Ltd. Quote For revenues, the consensus mark is pegged at nearly $5.59 billion. The metric suggests a rise of 8.7% from the year-ago quarter's figure. Let's take a look at how things have shaped up in the quarter. Top Line: Royal Caribbean's third-quarter revenues are likely to have benefited from robust demand for cruise vacations, increased capacity and sustained consumer spending on premium travel experiences. Strong booking volumes, record pricing and continued momentum in onboard spending and pre-cruise purchases are expected to have supported revenues. The company's differentiated fleet, private destinations and expanding loyalty programs likely contributed to guest engagement and spending. Our model estimates third-quarter passenger ticket revenues to rise 5.8% year over year to $3.8 billion. We expect onboard and other revenues to rise 14.9% year over year to $1.7 billion. However, prolonged geopolitical tensions in the Middle East are likely to have weighed on booking momentum and yield growth for select European itineraries, particularly Mediterranean sailings. Higher international air travel costs and consumers' preference for closer-to-home destinations may have further influenced booking patterns. Deployment mix, new-ship timing and dry-dock comparisons are expected to have created an approximately 200-basis-point headwind to third-quarter yields. Our model predicts third-quarter net yields at $301.7 (on a reported basis) and $300.5 (constant-currency basis). Margins: Royal Caribbean's third-quarter profitability is likely to have benefited from disciplined cost management, operational efficiencies and continued efforts to optimize spending. The company's focus on leveraging technology and artificial intelligence to improve productivity, alongside its expanding scale, is expected to have supported earnings growth. However, elevated fuel prices and the timing of operating expenses may have posed challenges. Certain costs that shifted from the first half into the second half of 2026 could have affected quarterly expenses. Our model projects third-quarter 2026 total cruise operating expenses to rise 10.4% year over year to $2.7 billion. Nonetheless, fuel hedging arrangements likely provided some protection against market volatility. Royal Caribbean expects third-quarter net cruise costs per available passenger cruise day, excluding fuel, to decline 1.1%-1.6% in constant currency. The company expects third-quarter adjusted EPS to be between $6.26 and $6.36. Our proven model predicts an earnings beat for Royal Caribbean this time around. 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. Royal Caribbean's Earnings ESP: Royal Caribbean has an Earnings ESP of +0.13%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. RCL's Zacks Rank: The company currently has a Zacks Rank #3. Here are some other stocks from the Zacks Consumer Discretionary sector that investors may consider, as our model shows that these, too, have the right combination of elements to post an earnings beat. Marriott Vacations Worldwide Corporation VAC has an Earnings ESP of +10.02% and a Zacks Rank of 1 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Marriott Vacations is expected to register a 45% increase in earnings for the to-be-reported quarter. VAC reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 1.3%. Marriott International, Inc. MAR currently has an Earnings ESP of +3.43% and a Zacks Rank of 3. MAR's earnings for the to-be-reported quarter are expected to increase 15.4%. Marriott reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 2.5%. Rush Street Interactive, Inc. RSI currently has an Earnings ESP of +2.44% and a Zacks Rank of 3. RSI's earnings for the to-be-reported quarter are expected to increase 55.6%. Rush Street Interactive reported better-than-expected earnings in the trailing two out of four quarters, missed estimates once and reported in line once, with the average surprise being 6.3%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Royal Caribbean Cruises Ltd. (RCL) : Free Stock Analysis Report Marriott International, Inc. (MAR) : Free Stock Analysis Report Marriott Vacations Worldwide Corporation (VAC) : Free Stock Analysis Report Rush Street Interactive, Inc. (RSI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Whirlpool Corporation WHR is expected to witness declines in its top and bottom lines when it reports third-quarter 2026 results on Oct. 26. The household appliance company's quarterly revenues are pegged at $3.91 billion, down 3% from the prior-year quarter's figure. The consensus estimate for quarterly earnings has moved downward in the past 30 days to 78 cents per share. However, the consensus mark for earnings indicates a 62.7% fall from the year-ago quarter's figure. Whirlpool delivered a negative earnings surprise of 5% in the last reported quarter. The bottom line has missed estimates by 53.9%, on average, over the trailing four quarters. Whirlpool Corporation price-consensus-eps-surprise-chart | Whirlpool Corporation Quote Whirlpool is likely to have faced continued demand-related challenges in the third quarter of 2026, particularly in the North American major domestic appliances business. The sluggish housing market and weak consumer sentiment may have weighed on appliance purchases, limiting demand for discretionary upgrades and new installations. With industry demand largely driven by replacement purchases rather than housing-related activity, Whirlpool's sales volumes are likely to have remained under pressure. The challenging demand environment may also have constrained the company's ability to generate stronger sales momentum despite ongoing product innovation. The Zacks Consensus Estimate for MDA North America is currently pegged at $2657 million, indicating a decline of 2.4%. Another concern for Whirlpool's third-quarter performance is likely to have been persistent cost inflation and tariff-related pressures. Elevated steel and base metal prices, along with rising resin and fuel costs, may have increased manufacturing and transportation expenses. Although Whirlpool has been implementing pricing actions and cost-saving initiatives to offset these pressures, higher input costs and continued tariff expenses may have limited the benefits. Moreover, several manufacturing footprint optimization initiatives are expected to deliver most of their savings over a longer period, potentially restricting their contribution to third-quarter profitability. Whirlpool's Latin American business is also likely to have encountered challenges from intense promotional competition, particularly in Brazil. Aggressive promotional activity and an unfavorable product mix have been weighing on the region's profitability. Although the company introduced additional pricing actions in Brazil during August, the benefits were expected to build gradually through the quarter, potentially limiting their immediate impact. Meanwhile, consumer preference for lower-priced appliances in North America may have created additional product-mix pressure, as some buyers remained focused on maintaining their spending budgets despite higher appliance prices. Performance across Whirlpool's business segments is likely to have remained mixed in the third quarter, with the Small Domestic Appliances (SDA) business expected to demonstrate greater resilience amid persistent macroeconomic challenges. KitchenAid's strong underlying consumer demand, premium product innovations, expanding direct-to-consumer presence and market-share gains may have supported SDA performance. The expected normalization of retailer inventories following earlier destocking could have provided additional support. Meanwhile, the major appliances business is likely to have remained pressured by sluggish housing activity, subdued consumer sentiment and continued product-mix challenges, as cost-conscious shoppers remained focused on lower-priced options. The Zacks Consensus Estimate for SDA is currently pegged at $322 million, indicating growth of 11.8%. Our proven model doesn't conclusively predict an earnings beat for Whirlpool this time around. 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. But that's not the case here. Whirlpool currently has an Earnings ESP of -74.5% and a Zacks Rank #5 (Strong Sell). You can uncover the best stocks before they're reported with our Earnings ESP Filter. With a forward 12-month price-to-earnings ratio of 8.49x, which is below the five-year high of 21.11x and below the Household Appliances industry's average of 12.87x, the stock offers compelling value for investors seeking exposure to the sector. Image Source: Zacks Investment Research The recent market movements show that WHR's shares have lost 25.7% in the past three months compared with the industry's 12.5% decline. Image Source: Zacks Investment Research Here are some companies that, according to our model, have the right combination of elements to post an earnings beat: Marriott Vacations Worldwide Corporation VAC has an Earnings ESP of +10.02% and a Zacks Rank of 1 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Marriott Vacations is expected to register a 45% increase in earnings for the to-be-reported quarter. VAC reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 1.3%. V.F. Corporation VFC currently has an Earnings ESP of +5.52% and a Zacks Rank of 3. VFC is likely to register top-line growth when it reports second-quarter fiscal 2027 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $2.7 billion, indicating a 3.9% decline from the figure reported in the year-ago quarter. The consensus estimate for VFC's earnings has remained stable at 51 cents per share in the past 30 days. The consensus estimate indicates a decline of 1.9% from the year-ago quarter's actual. VFC has a trailing four-quarter earnings surprise of 33.9%, on average. Cintas Corporation CTAS currently has an Earnings ESP of +0.24% and a Zacks Rank of 2. CTAS is likely to register growth in its bottom and top lines when it reports second-quarter fiscal 2027 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $3 billion, indicating 7.9% growth from the figure reported in the year-ago quarter. The consensus estimate for CTAS' first-quarter earnings is pegged at $1.36 a share, implying a 12.4% increase from the year-earlier quarter. The consensus mark has been stable in the past seven days. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Whirlpool Corporation (WHR) : Free Stock Analysis Report V.F. Corporation (VFC) : Free Stock Analysis Report Cintas Corporation (CTAS) : Free Stock Analysis Report Marriott Vacations Worldwide Corporation (VAC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Netflix NFLX delivered third-quarter 2026 revenues in line with its forecast and profitability ahead of it. However, it trimmed its 2026 revenue outlook and advertising revenue expectations. Management acknowledged investor concerns about the growth in view hours and said it aims to accelerate that growth. A The company reported third-quarter 2026 earnings per share of 87 cents, which increased 49% from 59 cents in the year-ago quarter. The figure beat the Zacks Consensus Estimate by 6.1%. Quarterly revenues increased 11.8% year over year (11% on an F/X-neutral basis) to $12.87 billion, in line with the company's forecast. Subscription revenues were the main driver of revenue growth, reflecting higher memberships and pricing. Growth in advertising revenues and a favorable foreign-exchange impact, net of hedging, also contributed. Membership growth benefited from healthy retention in every region. Churn improved year over year, both globally and in the United States, and came in better than forecast. Netflix continues to withhold quarterly membership numbers. Revenue growth was strongest in Latin America, which rose 17% year over year (12% F/X-neutral) to $1.60 billion. Asia-Pacific followed at $1.54 billion, up 12% (15% F/X-neutral). The United States and Canada grew 11% to $5.63 billion, and EMEA grew 11% (9% F/X-neutral) to $4.11 billion. India was a standout. View hours there grew 24% year over year, helped by the reality series Lock Upp, which drove the most viewing of any title in India ever. Netflix's first transaction-based loyalty bundle with Flipkart produced its largest quarter ever of paid net additions in India. Revenues in India grew about 18% on an F/X-neutral basis. Member response to the 2026 price changes was consistent with prior adjustments and internal expectations. However, Netflix now expects 2026 advertising revenues of about $2.7 billion, down from the roughly $3 billion it projected earlier. It attributed the cut to a slightly slower-than-expected rollout of some ad product capabilities. Netflix, Inc. price-consensus-eps-surprise-chart | Netflix, Inc. Quote Operating income rose 37.3% year over year to $4.46 billion. Operating margin expanded to 34.6% from 28.2% in the year-earlier quarter. That was ahead of the company's 33.2% forecast, mainly because of the timing of expenses and slightly higher-than-expected revenues. Content amortization grew 5.8% to $4.24 billion, consistent with the deceleration management had flagged for the second half. Cost of revenues declined 1.4% to $6.08 billion. Technology and development expenses rose 21% to $1.03 billion. Net income for the quarter was $3.66 billion, up from $2.55 billion a year ago. Net cash provided by operating activities was $3.16 billion in the quarter, up from $2.83 billion a year earlier. Free cash flow increased to $2.88 billion from $2.66 billion in the prior-year quarter. Netflix lowered its 2026 free cash flow forecast to about $12 billion from $12.5 billion. The main reason is a real estate transaction it expects to close in the fourth quarter. The company still expects a cash content spend-to-amortization ratio of roughly 1.1x. Netflix ended the quarter with $8.2 billion in cash and cash equivalents and $15.3 billion in gross debt. Non-GAAP net debt was $7.1 billion. Gross debt rose about $1 billion from the second quarter because Netflix completed a $1 billion bond deal to fund a $1 billion debt maturity due in the fourth quarter. The company repurchased 63.9 million shares for $4.8 billion in the quarter, its largest quarterly buyback on record. It has $22.3 billion remaining under its authorizations. Netflix now expects full-year 2026 revenues of $51.1 billion, implying 13% growth (12% F/X-neutral). That is 0.2% below the midpoint of its prior range of $51-$51.4 billion. Subscription revenue growth beat expectations, but the lower advertising forecast more than offset it. The company maintained its 2026 operating margin target of 31.5% compared with 29.5% in 2025. The target now absorbs a negative impact of about 30 basis points from the fourth-quarter headcount reductions. The forecast implies operating income growth of more than 20% for 2026. For the fourth quarter of 2026, Netflix expects revenues of $13.44 billion, up 11.5% year over year (11% F/X-neutral), driven by growth in memberships, pricing and advertising revenues. It projects an operating margin of 26% compared with 24.5% in the year-ago quarter, which includes a negative impact of about 120 basis points from the recently announced headcount reductions. Earnings per share are expected to be 67 cents, up from 56 cents in the fourth quarter of 2025. Netflix plans its biggest quarterly live slate yet in the fourth quarter. It includes the NFL's first Thanksgiving Eve game, a Christmas Day doubleheader and the Tyson Fury vs. Anthony Joshua fight. Netflix announced headcount reductions, which it said will let it keep investing aggressively in high-impact areas. Management will give 2027 guidance in January. The ad-supported tier will launch in 15 new countries in 2027. The first tranche, in March 2027, covers nine EMEA countries, Colombia, Peru and newly added New Zealand. Netflix expanded its Netflix Ads Suite with globally available CTV marketplace deals for programmatic buying. It also signed new partnerships with MercadoLibre in Latin America and AdForm in EMEA. The TF1 partnership in France, launched this summer, is generating incremental viewing. Netflix also signed a licensing deal with Disney that includes all five Ice Age films, and partnered with Take-Two on a sneak peek of Grand Theft Auto VI in August. Currently, Netflix carries a Zacks Rank #4 (Sell). Fox FOXA, MARRIOTT VAC WW VAC and Versant Media Group, Inc. VSNT are some better-ranked stocks that investors can consider in the broader Consumer Discretionary sector, each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today's Zacks #1 Rank stocks here. Fox is set to report its quarterly results on Nov. 2, while MARRIOTT VAC WW and Versant Media Group are slated to report their respective quarterly results on Nov. 3. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Netflix, Inc. (NFLX) : Free Stock Analysis Report Marriott Vacations Worldwide Corporation (VAC) : Free Stock Analysis Report Fox Corporation (FOXA) : Free Stock Analysis Report Versant Media Group, Inc. (VSNT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Hasbro, Inc. HAS reported third-quarter 2026 results, with earnings and revenues beating the Zacks Consensus Estimate. The top line increased 15% year over year, while adjusted earnings surged 72.6% from the previous year. The quarter benefited from robust performance at Wizards of the Coast, led by Magic: The Gathering, alongside growth in Consumer Products and Entertainment. A favorable business mix, productivity improvements and approximately $55 million in tariff refunds further supported profitability. Magic: The Gathering revenues surpassed $600 million for the first time in a quarter. In the third quarter of 2026, HAS reported adjusted earnings of $2.90 per share, which increased 72.6% year over year and surpassed the consensus mark of $1.86 by 55.9%. Net revenues rose 15% year over year to $1.6 billion and topped the consensus estimate of $1.47 billion by 8.6%. Reported earnings were $2.77 per share compared with $1.64 a year ago. Hasbro, Inc. price-consensus-eps-surprise-chart | Hasbro, Inc. Quote Wizards of the Coast and Digital Gaming revenues increased 31% year over year to $747.2 million. The segment's performance was driven by strength in Magic: The Gathering, which generated $616.1 million in revenues, up 34% year over year. Growth was supported by The Hobbit and Reality Fracture releases. Tabletop gaming revenues increased 39% to $613.1 million, while digital and licensed gaming revenues rose 3% to $134.1 million. Monopoly Go! contributed $41 million in quarterly revenues. Operating profit increased 46% year over year to $367.4 million. The operating margin expanded to 49.2% from 44%, reflecting strong revenue growth. The segment's operating profit included a $7 million benefit from tariff refunds. Consumer Products revenues increased 4% year over year to $827.9 million, driven by growth across Marvel, K-Pop Demon Hunters and Transformers. Entertainment releases, including Spider-Man: Brand New Day, and continued momentum in GEM2 categories supported sales. North American revenues increased 5% to $504.9 million, while Asia Pacific and Latin America registered growth of 9% and 5%, respectively. European revenues remained flat at $181.1 million. Adjusted operating profit doubled year over year to $177.7 million from $88.9 million, supported by productivity initiatives. The adjusted operating margin expanded to 21.5% from 11.2%. Results included a $48 million benefit from tariff refunds. Entertainment revenues increased 9% year over year to $20.2 million, driven by growth in Family Brands. The category generated $18.4 million in revenues, reflecting a 10% increase, while Film and TV revenues declined 5% to $1.8 million. Adjusted operating profit rose 63% year over year to $18.4 million, supported by a favorable licensing mix. The adjusted operating margin expanded to 91.1% from 60.8%. Adjusted operating profit increased 52% year over year to $541.2 million from $355.6 million, driven by revenue momentum, favorable business mix and cost productivity. Adjusted EBITDA climbed 46.4% to $604.5 million from $412.9 million. The adjusted operating margin expanded to 33.9% from 25.6%. Reported operating profit increased to $517.3 million from $341.1 million. Selling, distribution and administration expenses rose to $331.5 million from $287.3 million, while advertising expenses declined to $96.2 million from $108.3 million. Cash and cash equivalents were $850.7 million at quarter-end, up from $620.9 million a year earlier. Short-term investments totaled $576.2 million, while inventories declined to $358.9 million from $396.7 million. Long-term debt decreased to $2.62 billion from $3.32 billion. Net cash provided by operating activities totaled $907.3 million in the first nine months of 2026 compared with $490 million a year earlier. HAS returned $206 million to shareholders through dividends and share repurchases during the quarter and deployed $79 million toward debt reduction and prefunding bond maturities. The company paid $99 million in dividends and declared a quarterly dividend of 70 cents per share. Management now expects 2026 revenues to increase 7-9% in constant currency, up from its prior projection of 5-7% growth. The adjusted operating margin is expected to be 27-28%, compared with the previous forecast of 25-26%. Adjusted EBITDA is projected between $1.575 billion and $1.625 billion, up from the earlier range of $1.45 billion to $1.50 billion. Hasbro also doubled its share repurchase target for 2026. The company intends to continue investing in its core businesses, returning capital to shareholders and reducing debt. Currently, Hasbro has a Zacks Rank #4 (Sell). Some better-ranked stocks from the Zacks Consumer-Discretionary sector are Marriott Vacations Worldwide Corporation VAC, Lindblad Expeditions Holdings, Inc. LIND and AMC Entertainment Holdings, Inc. AMC. Marriott Vacations presently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks Rank #1 stocks here. Marriott Vacations stock has jumped 90.9% in the year-to-date period. The Zacks Consensus Estimate for VAC's 2026 sales and EPS implies growth of 8.3% and 22.5%, respectively, from the year-ago levels. Lindblad Expeditions currently sports a Zacks Rank #1. The stock has surged 138% in the year-to-date period. The Zacks Consensus Estimate for Lindblad Expeditions' 2026 sales and EPS indicates growth of 14% and 175.9%, respectively, from the year-ago period's levels. AMC Entertainment presently sports a Zacks Rank #1. The stock has rallied 91% in the year-to-date period. The Zacks Consensus Estimate for AMC Entertainment's 2026 sales and EPS indicates an increase of 18.4% and 81.3%, respectively, from the year-ago levels. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Hasbro, Inc. (HAS) : Free Stock Analysis Report Marriott Vacations Worldwide Corporation (VAC) : Free Stock Analysis Report AMC Entertainment Holdings, Inc. (AMC) : Free Stock Analysis Report Lindblad Expeditions (LIND) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Las Vegas Sands Corp. LVS is scheduled to report third-quarter 2026 results on Oct. 21, after the closing bell. LVS' earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed once, with an average earnings surprise of 8.5%. The Zacks Consensus Estimate for third-quarter earnings per share (EPS) is pegged at 77 cents, indicating a decline of 1.3% from 78 cents reported in the year-ago quarter. Las Vegas Sands Corp. price-eps-surprise | Las Vegas Sands Corp. Quote For revenues, the consensus mark is pegged at nearly $3.4 billion. The figure indicates an increase of 2.2% from the year-ago quarter. Let's take a look at how things might have shaped up in the quarter. Las Vegas Sands' third-quarter performance is likely to have benefited from strong premium gaming demand, enhanced hospitality offerings and improving customer engagement across its Singapore and Macao operations. The company's focus on attracting high-value patrons through upgraded accommodations, improved service levels and targeted marketing initiatives is expected to have supported gaming volumes and revenues in the to-be-reported quarter. In Singapore, Marina Bay Sands is likely to have remained a key growth driver, supported by sustained demand from affluent travelers and its expanded premium suite offerings. Management highlighted that suite renovations, enhanced customer service and improved gaming experiences have strengthened the property's earnings potential. Continued momentum in mass gaming, alongside efforts to attract high-value customers and optimize suite yields, is expected to have supported third-quarter performance. Macao operations are also likely to have benefited from improving gaming volumes and market-share gains, particularly in the premium mass and VIP segments. Sands China's investments in customer service, expanded gaming table operating hours and upgraded hospitality offerings are expected to have supported visitation and gaming activity. Strong customer response to enhancements at The Londoner Macao and Four Seasons, along with a favorable entertainment calendar, is likely to have aided gaming and non-gaming revenues. Our model projects Macao revenues to increase 5% year over year to $2 billion, while revenues from Plaza Macao and Four Seasons Macao are expected to fall 20.4% to $163.9 million in the third quarter. On the profitability front, intense competition in Macao's premium gaming market and elevated customer reinvestment requirements are likely to have pressured margins. Ongoing renovations at The Venetian Macao may also have constrained room availability. Additionally, fluctuations in gaming hold rates and high-value patron visitation could have created volatility in revenues and earnings. Continued spending on service enhancements may have further weighed on profitability, although management expects operating expense growth to moderate in the second half of 2026. However, efforts to optimize customer reinvestment and moderate operating expense growth are expected to have aided margins. Management indicated that the pace of operating expense increases in Macao should slow during the second half of 2026 following significant investments in staffing, gaming table operating hours and service enhancements. Reflecting these investments, our model projects total operating expenses to increase 1.2% year over year to $2.64 billion in the third quarter. Our proven model does not conclusively predict an earnings beat for Las Vegas Sands this time around. The company does not have the right combination of the two key ingredients, a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), to increase the odds of an earnings beat. LVS' Earnings ESP: Las Vegas Sands has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. LVS' Zacks Rank: The company carries a Zacks Rank #3 at present. Here are some stocks from the Zacks Consumer Discretionary sector that investors may consider, as our model shows that these have the right combination of elements to post an earnings beat. Marriott Vacations Worldwide Corporation VAC has an Earnings ESP of +10.02% and a Zacks Rank of 1 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Marriott Vacations is expected to register a 45% increase in earnings for the to-be-reported quarter. VAC reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 1.3%. Lindblad Expeditions Holdings, Inc. LIND currently has an Earnings ESP of +11.08% and a Zacks Rank of 1. LIND's earnings for the to-be-reported quarter are expected to increase 24.2%. Lindblad Expeditions reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 222.3%. Rush Street Interactive, Inc. RSI currently has an Earnings ESP of +2.44% and a Zacks Rank of 3. RSI's earnings for the to-be-reported quarter are expected to increase 55.6%. Rush Street Interactive reported better-than-expected earnings in the trailing two out of four quarters, missed estimates once and reported in line once, with the average surprise being 6.3%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Las Vegas Sands Corp. (LVS) : Free Stock Analysis Report Marriott Vacations Worldwide Corporation (VAC) : Free Stock Analysis Report Lindblad Expeditions (LIND) : Free Stock Analysis Report Rush Street Interactive, Inc. (RSI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Snap-on Incorporated SNA is likely to witness growth in its top and bottom lines when it reports third-quarter 2026 earnings on Oct. 22, before the opening bell. The Zacks Consensus Estimate for revenues is $1.2 billion, which indicates a rise of 3.1% from the year-ago quarter's level. The consensus estimate for quarterly earnings has declined by a penny over the past 30 days to $4.91 per share and shows growth of 4.3% from the year-earlier quarter's tally. Snap-On Incorporated price-consensus-eps-surprise-chart | Snap-On Incorporated Quote The company has a trailing four-quarter earnings surprise of 1.4%, on average. It delivered an earnings surprise of 1.22% in the last reported quarter. Snap-on's third-quarter performance is expected to have benefited from sustained demand across the automotive repair industry, supported by the aging global vehicle fleet and increasing vehicle complexity. Healthy repair activity, rising demand for specialized tools and the growing need for advanced diagnostic solutions are likely to have supported the company's Tools and Repair Systems & Information (RS&I) segments. Strong customer demand for productivity-enhancing power tools, precision torque products and other faster-payback offerings is expected to have aided the Tools Group. Meanwhile, growing adoption of intelligent diagnostics, proprietary repair information and advanced undercar equipment among independent repair shops may have bolstered RS&I's performance. SNA's Commercial & Industrial (C&I) segment is likely to have gained from improving demand across critical industries, including aviation, heavy-duty fleets and natural resources. The growing need for precision, customization and reliability in complex industrial applications is expected to have supported demand for specialty torque solutions, innovative power tools and customized tool kits. Expanding opportunities in data center infrastructure, particularly for precision torque applications, may have provided an additional growth avenue. Improving business momentum across Asia-Pacific and European markets, supported by stronger product offerings and better-aligned supply chains, is also likely to have aided the segment's performance. The recent Hi-Force acquisition may have further strengthened the company's industrial capabilities. Our model predicts net sales to rise by 6.5%, 1% and 2% for the C&I, Tools and RS&I segments, respectively, for the third quarter. Snap-on's strategic growth initiatives, including strengthening the franchise van channel, deepening relationships with repair shop owners and expanding its presence in critical industries, are expected to have supported quarterly performance. The company's focus on innovation and new product development, particularly advanced diagnostic platforms and specialized repair solutions, is likely to have encouraged customer adoption. The recent Diesel Laptops acquisition may have expanded its presence in heavy-duty vehicle diagnostics and repair information solutions. Moreover, SNA's emphasis on Rapid Continuous Improvement, aimed at enhancing operational efficiency, optimizing sourcing and controlling costs, is expected to have supported profitability. Its localized manufacturing footprint and ongoing supply-chain adjustments may have further strengthened operational resilience amid a challenging business environment. Despite these strengths, Snap-on's third-quarter performance may have faced pressure from persistent macroeconomic uncertainty, inflationary costs and cautious customer spending. Automotive technicians' reluctance to undertake significant financial commitments is likely to have weighed on demand for expensive tool storage products and related financing activities. Reduced vehicle program launches by original equipment manufacturers and delayed capital spending by dealerships may have constrained demand in the RS&I segment. Continued softness in military-related industrial demand could also have limited growth opportunities. Additionally, unfavorable product mix, higher personnel and freight expenses, and increased technology investments may have pressured margins. Ongoing tariff uncertainty and supply-chain disruptions are other factors that could have affected overall profitability. Our proven model doesn't conclusively predict an earnings beat for Snap-on this time around. 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. But that's not the case here. Snap-on has an Earnings ESP of -0.24% and a Zacks Rank of 2 at present. You can uncover the best stocks before they're reported with our Earnings ESP Filter. Snap-on has a forward 12-month price-to-earnings ratio of 17.39x compared with its five-year high of 20.56x and the Tools - Handheld industry's average of 17.99x. Image Source: Zacks Investment Research The recent market movements show that SNA's shares have declined 12.4% in the past three months compared with the industry's 7.9% fall. Image Source: Zacks Investment Research Here are some companies that, according to our model, have the right combination of elements to post an earnings beat: Mohawk Industries, Inc. MHK currently has an Earnings ESP of +0.04% and a Zacks Rank of 3. MHK is likely to register top-line growth when it reports third-quarter 2026 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $2.9 billion, indicating 3.4% growth from the figure reported in the year-ago quarter. You can see the complete list of today's Zacks #1 Rank stocks here. The consensus estimate for MHK's earnings has increased by a penny to $2.57 per share in the past 30 days. The consensus estimate indicates a decline of 3.8% from the year-ago quarter's actual. MHK has a trailing four-quarter earnings surprise of 12.3%, on average. V.F. Corporation VFC currently has an Earnings ESP of +3.29% and a Zacks Rank of 3. VFC is likely to register top-line growth when it reports second-quarter fiscal 2027 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $2.7 billion, indicating a 3.8% decline from the figure reported in the year-ago quarter. The consensus estimate for VFC's earnings has remained stable at 51 cents per share in the past 30 days. The consensus estimate indicates a decline of 1.9% from the year-ago quarter's actual. VFC has a trailing four-quarter earnings surprise of 33.9%, on average. Marriott Vacations Worldwide Corporation VAC has an Earnings ESP of +10.02% and a Zacks Rank of 1 at present. Marriott Vacations is expected to register a 45% increase in earnings for the to-be-reported quarter. VAC reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 1.4%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Snap-On Incorporated (SNA) : Free Stock Analysis Report V.F. Corporation (VFC) : Free Stock Analysis Report Marriott Vacations Worldwide Corporation (VAC) : Free Stock Analysis Report Mohawk Industries, Inc. (MHK) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Hasbro, Inc. HAS is scheduled to report third-quarter 2026 results on Oct. 20, before the opening bell. In the last reported quarter, the company's earnings surpassed the Zacks Consensus Estimate by 9.4%. HAS' earnings have topped the consensus mark in each of the trailing four quarters, the average surprise being 23.6%. The Zacks Consensus Estimate for earnings is pegged at $1.88 per share, indicating an 11.9% increase from $1.68 reported a year ago. For revenues, the consensus estimate is pegged at $1.47 billion, implying a 6.2% increase from the prior-year quarter's reported figure. Hasbro's top line in the third quarter of 2026 is likely to have benefited from continued strength in its Wizards of the Coast and Digital Gaming segment, driven by demand for Magic: The Gathering. The franchise's expanding player base, reengagement of lapsed players and wider distribution might have supported sales. Strong demand for new releases, including Marvel Super Heroes, along with continued interest in the Final Fantasy franchise, might have contributed to consumer spending on cards and collectibles. The upcoming The Hobbit release could also have supported revenues, although its sales potential is expected to have been lower than that of some larger sets. Hasbro's Consumer Products business is likely to have supported revenue growth through product innovation, brand strength and improved retail execution. Management expected low-single-digit growth in this segment during the second half of 2026, supported by holiday-related product launches and normal retail shelf-reset patterns. The company's focus on gamified, entertainment-driven, multi-purchase and multigenerational products might have helped attract collectors and other consumers beyond traditional toy buyers. New offerings such as Blooms by Play-Doh, along with products tied to popular franchises like Marvel and Star Wars, might have strengthened consumer interest and retailer demand. Hasbro's top line is also likely to have benefited from licensing partnerships, broader distribution and continued growth in its digital platforms. The company has been expanding its brands into new categories and channels through collaborations with external partners. Its MAGIC franchise might have gained from growing availability across hobby stores, mass-market retailers and international markets. Meanwhile, Dungeons & Dragons and its D&D Beyond platform offered additional growth opportunities. Demand for entertainment-related merchandise and the company's strategy of extending established intellectual property into new product categories might also have supported sales. Management's full-year 2026 revenue growth outlook of 5-7% on a constant-currency basis reflects expectations of growth across all segments. Our model predicts total Wizards of the Coast & Digital Gaming revenues are likely to increase 2.5% year over year to $586.4 million. Our model predicts total Consumer Products revenues are likely to increase 6.3% year over year to $847.3 million. Hasbro's bottom line is likely to have benefited from higher sales volumes, a favorable product mix and continued cost-control measures. Strong MAGIC sales might have supported profitability, while savings in supply-chain operations, product development and operating expenses might have helped offset inflation and higher royalty costs. Management also expected cost productivity across distribution, advertising, promotions and operating expenses to support Consumer Products margins. However, increased royalties, input costs and marketing expenses associated with upcoming video game releases are expected to have limited profit growth. Hasbro's efforts to prioritize promising digital projects, collaborate with external development partners and improve operating efficiency might have helped contain expenses and support margins. Our proven model doesn't predict an earnings beat for Hasbro this time around. 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. This is not the case here. HAS' Earnings ESP: Hasbro has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. HAS' Zacks Rank: The company has a Zacks Rank #4 (Sell) at present. Hasbro, Inc. price-eps-surprise | Hasbro, Inc. Quote Here are some stocks from the Zacks Consumer Discretionary sector that investors may consider, as our model shows that these have the right combination of elements to post an earnings beat. Marriott Vacations Worldwide Corporation VAC has an Earnings ESP of +10.02% and a Zacks Rank of 1 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Marriott Vacations is expected to register a 45% increase in earnings for the to-be-reported quarter. VAC reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 1.3%. Lindblad Expeditions Holdings, Inc. LIND currently has an Earnings ESP of +11.08% and a Zacks Rank of 1. LIND's earnings for the to-be-reported quarter are expected to increase 24.2%. Lindblad Expeditions reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 222.34%. Rush Street Interactive, Inc. RSI currently has an Earnings ESP of +2.44% and a Zacks Rank of 3. RSI's earnings for the to-be-reported quarter are expected to increase 55.6%. Rush Street Interactive reported better-than-expected earnings in the trailing two out of four quarters, missed once and reported in line once, with the average surprise being 6.3%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Hasbro, Inc. (HAS) : Free Stock Analysis Report Marriott Vacations Worldwide Corporation (VAC) : Free Stock Analysis Report Lindblad Expeditions (LIND) : Free Stock Analysis Report Rush Street Interactive, Inc. (RSI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research