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.

20 reporters 13 beats 3 misses 65% beat rate
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On This Page
  1. The Week At A Glance
  2. Earnings Scorecard
  3. Companies to Watch
  4. Key Themes
  5. What to Watch Next Week
  6. Frequently Asked Questions
  7. Next Week's Key Earnings

The Week At A Glance

81%
beat EPS estimates (13 of 16)
+2.3%
average stock reaction (19 stocks)
5 of 12
beats still fell
1 of 3
misses still rose
Stock Move Around The Report

Moves come from stored closing prices around the report date. Before-the-open reports use the prior close to the report-day close, after-the-close reports use the report-day close to the next close, and reports with no stated time use the prior close to the next close. Moves above 100% are left out as likely data errors.

Earnings Scorecard

CompanyTickerTimeEPS EstEPS ActualResultStockWatch
AeroVironment, Inc.AVAVTBD$1.53$1.84✓ Beat+19.7%
Concentrix CorporationCNXCTBD$2.31$2.32✓ Beat-10.4%
Replimune Group, Inc.REPLTBD($0.73)($0.76)✗ Miss-4.8%
BeneficientBENFTBD($0.97)($2.36)✗ Miss-0.5%
Nike, Inc.NKETBD$0.11$0.20✓ Beat+3.8%
Constellation Brands IncSTZTBD$3.22$3.43✓ Beat-2.0%
Progress Software CorporationPRGSTBD$1.15$1.22✓ Beat+15.7%
General Mills, Inc.GISTBD$0.82$0.95✓ Beat+8.0%
FactSet Research Systems Inc.FDSTBD$4.44$4.53✓ Beat—
MSC Industrial Direct Company, Inc.MSMTBD$1.28$1.43✓ Beat+3.2%
Unifirst CorporationUNFTBD$1.93$2.17✓ Beat+3.4%
Greenbrier Companies, Inc. (The)GBXTBD$0.57$0.60✓ Beat-3.0%
Franklin Covey CompanyFCTBD$0.24$0.34✓ Beat-11.2%
Bassett Furniture Industries, IncorporatedBSETTBD$0.20$0.24✓ Beat+14.2%
Culp, Inc.CULPTBD($0.11)($0.17)✗ Miss+10.6%
Lindsay CorporationLNNTBD$1.41$1.53✓ Beat-2.9%
Coincheck Group N.V.CNCKTBD—($0.06)Pending-0.9%
Roadzen, Inc.RDZNTBD—($0.09)Pending-8.8%
Air T, Inc.AIRTTBD—$28.75Pending+10.0%
iHuman Inc.IHTBD—$0.01Pending0.0%

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.

📅 Next Week's Key Earnings

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