Week of June 29–July 3, 2026
Earnings Week Jun 29–Jul 3: NKE, STZ, GIS
Nike smashed expectations with a $0.20 EPS, sparking a wave of beats across the week. With 13 out of 20 companies exceeding forecasts, the June 29–July 3 earnings window delivered strong surprises, especially in consumer and industrial sectors.
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The Week At A Glance
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Earnings Scorecard
| Company | Ticker | Time | EPS Est | EPS Actual | Result | Stock | Watch |
|---|---|---|---|---|---|---|---|
| AVAV | TBD | $1.53 | $1.84 | ✓ Beat | +19.7% | ||
| CNXC | TBD | $2.31 | $2.32 | ✓ Beat | -10.4% | ||
| REPL | TBD | ($0.73) | ($0.76) | ✗ Miss | -4.8% | ||
| BENF | TBD | ($0.97) | ($2.36) | ✗ Miss | -0.5% | ||
| NKE | TBD | $0.11 | $0.20 | ✓ Beat | +3.8% | ||
| STZ | TBD | $3.22 | $3.43 | ✓ Beat | -2.0% | ||
| PRGS | TBD | $1.15 | $1.22 | ✓ Beat | +15.7% | ||
| GIS | TBD | $0.82 | $0.95 | ✓ Beat | +8.0% | ||
| FDS | TBD | $4.44 | $4.53 | ✓ Beat | — | ||
| MSM | TBD | $1.28 | $1.43 | ✓ Beat | +3.2% | ||
| UNF | TBD | $1.93 | $2.17 | ✓ Beat | +3.4% | ||
| GBX | TBD | $0.57 | $0.60 | ✓ Beat | -3.0% | ||
| FC | TBD | $0.24 | $0.34 | ✓ Beat | -11.2% | ||
| BSET | TBD | $0.20 | $0.24 | ✓ Beat | +14.2% | ||
| CULP | TBD | ($0.11) | ($0.17) | ✗ Miss | +10.6% | ||
| LNN | TBD | $1.41 | $1.53 | ✓ Beat | -2.9% | ||
| CNCK | TBD | — | ($0.06) | Pending | -0.9% | ||
| RDZN | TBD | — | ($0.09) | Pending | -8.8% | ||
| AIRT | TBD | — | $28.75 | Pending | +10.0% | ||
| IH | TBD | — | $0.01 | Pending | 0.0% |
The June 29–July 3 earnings week delivered a surge of positive surprises, highlighted by Nike’s impressive $0.20 EPS, an 81.82% beat. Thirteen of the twenty reporting companies exceeded forecasts, underscoring robust momentum in consumer, industrial and tech segments.
Companies to Watch
Nike (NKE)
Nike delivered a stellar $0.20 EPS, beating the $0.11 forecast by 81.82%. The robust top‑line growth reinforced confidence in its brand resilience and upcoming product launches.
Constellation Brands (STZ)
STZ posted $3.43 EPS versus $3.22 expected, a 6.52% beat. Strong beer and wine margins helped lift earnings, keeping the stock in favor with income‑focused investors.
General Mills (GIS)
GIS reported $0.95 EPS, outpacing the $0.82 estimate by 15.85%. The cereal and snack segments showed steady demand, supporting a positive outlook for the quarter.
Key Themes
- Consumer brands led the beat count, with Nike, Constellation and General Mills among the top performers.
- Industrial and tech firms also posted solid surprises, notably Progress Software and MSC Industrial Direct.
- Three companies missed estimates, all from smaller or niche segments, highlighting continued volatility in biotech and specialty manufacturing.
What to Watch Next Week
Investors should keep an eye on the upcoming earnings of Pepsico (PEP), Delta Air Lines (DAL), Levi Strauss (LEVI), PriceSmart (PSMT), AZZ Inc. (AZZ) and Penguin Solutions (PENG) as they could shape market sentiment heading into August.
Frequently Asked Questions
Did Nike beat Q2 2026 earnings?
Yes. Nike reported $0.20 EPS versus a $0.11 estimate, an 81.82% beat.
Did Constellation Brands beat Q2 2026 earnings?
Yes. Constellation posted $3.43 EPS against a $3.22 estimate, a 6.52% beat.
Did General Mills beat Q2 2026 earnings?
Yes. General Mills delivered $0.95 EPS compared with the $0.82 forecast, a 15.85% beat.
Did AeroVironment beat Q2 2026 earnings?
Yes. AeroVironment reported $1.84 EPS versus $1.53 expected, a 20.26% beat.
Did Beneficient miss Q2 2026 earnings?
Yes. Beneficient posted a loss of $2.36 per share, missing the $0.97 estimate by a large margin.
Did Replimune miss Q2 2026 earnings?
Yes. Replimune reported a loss of $0.76 per share versus an estimated loss of $0.73.
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