Week of October 5–9, 2026
Earnings Week Oct 5–9: Constellation, Levi, PepsiCo
Constellation Brands delivered a $3.74 EPS, beating estimates by 3.3%, while Levi Strauss posted a 33% EPS surprise and PepsiCo edged past forecasts. This week’s earnings highlighted strong consumer brands and mixed results in industrials, setting the tone for the next market cycle.
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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 |
|---|---|---|---|---|---|---|---|
 Constellation Brands Inc | STZ | TBD | $3.62 | $3.74 | ✓ Beat | +4.5% | |
 RPM International Inc. | RPM | TBD | $1.95 | $1.98 | ✓ Beat | +3.2% | |
 Lamb Weston Holdings, Inc. | LW | TBD | $0.59 | $0.75 | ✓ Beat | +7.9% | |
 Penguin Solutions, Inc. | PENG | TBD | $0.61 | $0.91 | ✓ Beat | +19.6% | |
 Neogen Corporation | NEOG | TBD | $0.04 | $0.07 | ✓ Beat | -10.2% | |
 Worthington Steel, Inc. | WS | TBD | $1.16 | $0.57 | ✗ Miss | -9.1% | |
 Apogee Enterprises, Inc. | APOG | TBD | $0.59 | $1.17 | ✓ Beat | +15.3% | |
 Saratoga Investment Corp | SAR | TBD | $0.47 | $0.46 | ✗ Miss | -10.2% | |
 Levi Strauss & Co. | LEVI | TBD | $0.36 | $0.48 | ✓ Beat | -7.2% | |
 Applied Digital Corporation | APLD | TBD | ($0.26) | ($0.76) | ✗ Miss | -5.9% | |
 Richardson Electronics, Ltd. | RELL | TBD | $0.09 | $0.27 | ✓ Beat | +4.8% | |
 Resources Connection, Inc. | RGP | TBD | ($0.22) | ($0.20) | ✓ Beat | -19.0% | |
 Pepsico, Inc. | PEP | TBD | $2.29 | $2.34 | ✓ Beat | +1.8% | |
 Novagold Resources Inc. | NG | TBD | ($0.08) | ($0.08) | Pending | +5.5% | |
 Helen of Troy Limited | HELE | TBD | $0.32 | $0.59 | ✓ Beat | +3.8% | |
 AngioDynamics, Inc. | ANGO | TBD | ($0.10) | ($0.04) | ✓ Beat | -18.8% | |
 Tilray Brands, Inc. | TLRY | TBD | ($0.19) | ($0.32) | ✗ Miss | -4.7% | |
 Byrna Technologies, Inc. | BYRN | TBD | ($0.15) | ($0.13) | ✓ Beat | +11.6% | |
 Delta Air Lines, Inc. | DAL | TBD | $1.80 | $1.72 | ✗ Miss | -2.5% | |
 New Horizon Aircraft Ltd. | HOVR | TBD | ($0.08) | ($0.05) | ✓ Beat | -1.3% |
The week of Oct 5‑9 delivered headline‑grabbing beats from consumer stalwarts Constellation Brands (STZ) and Levi Strauss (LEVI), while a handful of industrial names stumbled. Investors parsed the data for clues on pricing power, cost pressures, and the broader macro outlook.
Companies to Watch
Constellation Brands (STZ)
STZ posted a $3.74 EPS, beating estimates by 3.31%. The beer‑and‑wine maker cited strong premium brand pricing and a resilient U.S. market. Analysts expect continued margin expansion if the premium pricing trend holds.
Levi Strauss (LEVI)
LEVI delivered a $0.48 EPS versus $0.36 expected, a 33.33% surprise. The turnaround in denim sales and better-than‑expected direct‑to‑consumer performance drove the beat. The brand’s inventory reduction strategy appears to be paying off.
Pepsico (PEP)
PEP earned $2.34 EPS, topping the $2.29 consensus by 2.18%. Incremental volume gains in snacks and modest price hikes kept growth steady. The company reaffirmed its outlook for FY27, keeping investors optimistic.
Worthington Steel (WS)
WS missed sharply, posting $0.57 EPS versus $1.16 expected—a -50.86% surprise. Weak demand in construction and higher raw‑material costs hurt margins, prompting a reassessment of its 2026 guidance.
Key Themes
- Premium pricing power continues to boost consumer‑focused earnings, evident in Constellation and Levi.
- Industrial and materials stocks faced headwinds from cost inflation, highlighted by Worthington Steel’s miss.
- Technology‑adjacent firms (Neogen, Lamb Weston) delivered outsized beats, suggesting resilient demand in niche markets.
What to Watch Next Week
Investors will turn to upcoming earnings from Meta Platforms, Netflix, and Tesla, each carrying divergent technical and sentiment signals. Pay particular attention to any shifts in consumer pricing trends and macro‑economic data releases that could influence the next earnings wave.
Frequently Asked Questions
Did Constellation Brands beat Q2 2026 earnings?
Yes. Constellation Brands reported $3.74 EPS versus the $3.62 estimate, a 3.31% beat.
Did Levi Strauss beat Q2 2026 earnings?
Yes. Levi Strauss posted $0.48 EPS against a $0.36 estimate, delivering a 33.33% surprise.
Did PepsiCo beat Q2 2026 earnings?
Yes. PepsiCo earned $2.34 EPS compared with the $2.29 consensus, a 2.18% beat.
Did Worthington Steel miss Q2 2026 earnings?
Yes. Worthington Steel reported $0.57 EPS versus the $1.16 estimate, missing by 50.86%.
Did Tilray Brands miss Q2 2026 earnings?
Yes. Tilray posted a loss of $0.32 per share, worse than the $0.19 loss expected, a 68.42% miss.
Did Applied Digital miss Q2 2026 earnings?
Yes. Applied Digital reported a loss of $0.76 per share versus a $0.26 loss estimate, a 192.31% miss.
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