Earnings call analysis

Retail: earnings call analysis

161 calls · 43 companies · newest first

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Call date	Ticker	Company	Period	Disclosure	Financial quality	Kept	Missed
September 24, 2026	COST	Costco Wholesale	Q4'26	8/12	1 high, 2 medium, 3 low flags	2	1	Call sheet →
September 10, 2026	CPRT	Copart	Q4'26	7/12	B	0	0	Call sheet →
September 10, 2026	DBI	Designer Brands	Q2'26	10/12	C	1	2	Call sheet →
September 9, 2026	CASY	Casey's General Stores	Q1'27	10/12	B	1	0	Call sheet →
September 9, 2026	DXLG	Destination XL Group	Q2'26	8/12	C	1	0	Call sheet →
September 9, 2026	ASO	Academy Sports and Outdoors	Q2'26	-	C	1	1	Call sheet →
September 2, 2026	FIVE	Five Below	Q2'26	8/12	2 medium, 4 low flags	5	0	Call sheet →
August 27, 2026	DG	Dollar General	Q2'27	7/12	2 high, 2 medium, 2 low flags	0	1	Call sheet →
August 27, 2026	ULTA	Ulta Beauty	Q2'26	7/12	2 high, 2 medium, 1 low flags	0	0	Call sheet →
August 27, 2026	GAP	Gap	Q2'26	7/12	1 medium flags	0	0	Call sheet →
August 27, 2026	DLTR	Dollar Tree	Q2'26	8/12	2 high, 4 medium, 2 low flags	2	0	Call sheet →
August 27, 2026	BURL	Burlington Stores	Q2'26	7/12	2 medium flags	0	0	Call sheet →
August 26, 2026	WSM	Williams Sonoma	Q2'26	5/12	1 high, 3 medium flags	1	0	Call sheet →
August 20, 2026	WMT	Walmart	Q2'27	5/12	1 high, 4 medium, 1 low flags	1	0	Call sheet →
August 20, 2026	ROST	Ross Stores	Q2'26	4/12	2 high, 3 medium, 1 low flags	0	0	Call sheet →
August 20, 2026	AAP	Advance Auto Parts	Q2'26	9/12	1 high, 3 medium, 2 low flags	0	1	Call sheet →
August 19, 2026	TJX	TJX Companies	Q2'27	7/12	2 high, 2 medium, 1 low flags	0	0	Call sheet →
August 19, 2026	LOW	Lowe's Companies	Q2'27	3/12	2 high, 4 medium flags	0	0	Call sheet →
August 19, 2026	TGT	Target	Q2'26	10/12	1 medium, 2 low flags	1	0	Call sheet →
August 18, 2026	HD	Home Depot	Q2'27	8/12	1 high, 3 medium, 1 low flags	0	0	Call sheet →
August 12, 2026	EAT	Brinker International	Q4'26	7/12	1 high, 4 medium, 2 low flags	3	1	Call sheet →
August 6, 2026	TXRH	Texas Roadhouse	Q2'26	8/12	1 medium, 3 low flags	2	0	Call sheet →
August 6, 2026	QSR	Restaurant Brands International	Q2'26	9/12	1 medium, 2 low flags	0	0	Call sheet →
August 5, 2026	SHAK	Shake Shack	Q2'26	8/12	3 high, 4 medium, 2 low flags	3	2	Call sheet →
August 5, 2026	BROS	Dutch Bros	Q2'26	9/12	1 high, 4 medium, 4 low flags	2	0	Call sheet →
August 4, 2026	W	Wayfair	Q2'26	7/12	2 high, 3 medium, 2 low flags	7	0	Call sheet →
August 4, 2026	MCD	McDonald's	Q2'26	9/12	2 medium, 1 low flags	0	0	Call sheet →
August 4, 2026	CPNG	Coupang	Q2'26	6/12	2 high, 2 medium flags	0	0	Call sheet →
July 30, 2026	YUM	Yum! Brands	Q2'26	5/12	2 high, 4 medium, 2 low flags	2	0	Call sheet →
July 30, 2026	ORLY	O'Reilly Automotive	Q2'26	4/12	3 high, 3 medium, 2 low flags	0	0	Call sheet →
July 30, 2026	CWH	Camping World Holdings	Q2'26	6/12	2 high, 4 medium, 2 low flags	4	2	Call sheet →
July 30, 2026	AMZN	Amazon.com	Q2'26	6/12	3 high, 4 medium, 1 low flags	3	1	Call sheet →
July 29, 2026	SBUX	Starbucks	Q3'26	4/12	2 high, 5 medium, 1 low flags	4	0	Call sheet →
July 29, 2026	WING	Wingstop	Q2'26	4/12	5 medium, 3 low flags	2	0	Call sheet →
July 29, 2026	CMG	Chipotle Mexican Grill	Q2'26	4/12	1 high, 5 medium, 3 low flags	0	0	Call sheet →
July 28, 2026	SHW	Sherwin-Williams	Q2'26	6/12	1 high, 4 medium, 2 low flags	1	2	Call sheet →
July 14, 2026	FAST	Fastenal	Q2'26	6/12	3 high, 4 medium, 1 low flags	0	4	Call sheet →
June 25, 2026	DRI	Darden Restaurants	Q4'26	9/12	1 high, 4 medium, 3 low flags	5	1	Call sheet →
June 11, 2026	RH	RH	Q1'26	9/12	4 medium, 2 low flags	2	0	Call sheet →
June 10, 2026	CHWY	Chewy	Q1'26	9/12	1 high, 3 medium, 3 low flags	2	0	Call sheet →
June 3, 2026	FIVE	Five Below	Q1'26	7/12	2 medium, 4 low flags	5	0	Call sheet →
June 2, 2026	ULTA	Ulta Beauty	Q1'26	9/12	3 medium, 5 low flags	5	0	Call sheet →
June 2, 2026	DG	Dollar General	Q1'26	10/12	1 high, 3 medium, 3 low flags	3	0	Call sheet →
May 28, 2026	GAP	Gap	Q1'26	8/12	4 medium, 2 low flags	2	1	Call sheet →
May 28, 2026	DLTR	Dollar Tree	Q1'26	8/12	2 medium, 4 low flags	5	0	Call sheet →
May 28, 2026	BURL	Burlington Stores	Q1'26	11/12	6 low flags	4	0	Call sheet →
May 28, 2026	AEO	American Eagle Outfitters	Q1'26	11/12	3 medium, 3 low flags	3	1	Call sheet →
May 26, 2026	AZO	AutoZone	Q3'26	3/12	1 high, 3 medium, 2 low flags	1	4	Call sheet →
May 21, 2026	WMT	Walmart	Q1'27	8/12	2 medium, 4 low flags	4	0	Call sheet →
May 21, 2026	ROST	Ross Stores	Q1'27	10/12	6 low flags	2	1	Call sheet →
May 21, 2026	WSM	Williams Sonoma	Q1'26	10/12	1 medium, 5 low flags	6	0	Call sheet →
2026-05-21	AAP	Advance Auto Parts	Q1'26	8/12	4 medium, 4 low flags	3	0	Call sheet →
May 20, 2026	TJX	TJX Companies	Q1'27	9/12	2 medium, 4 low flags	5	0	Call sheet →
May 20, 2026	TGT	Target	Q1'26	9/12	4 medium, 4 low flags	4	0	Call sheet →
May 20, 2026	LOW	Lowe's Companies	Q1'26	8/12	5 medium, 1 low flags	0	0	Call sheet →
May 19, 2026	HD	Home Depot	Q1'26	8/12	4 medium, 4 low flags	1	0	Call sheet →
May 19, 2026	CAVA	CAVA Group	Q1'26	11/12	6 low flags	3	0	Call sheet →
May 7, 2026	TXRH	Texas Roadhouse	Q1'26	11/12	1 medium, 6 low flags	3	1	Call sheet →
May 7, 2026	SHAK	Shake Shack	Q1'26	9/12	1 high, 3 medium, 4 low flags	3	1	Call sheet →
2026-05-07	MCD	McDonald's	Q1'26	10/12	2 high, 3 medium, 1 low flags	3	0	Call sheet →
May 6, 2026	QSR	Restaurant Brands International	Q1'26	10/12	2 medium, 3 low flags	1	1	Call sheet →
May 6, 2026	BROS	Dutch Bros	Q1'26	10/12	2 medium, 4 low flags	6	0	Call sheet →
May 5, 2026	CPNG	Coupang	Q1'26	10/12	3 medium, 3 low flags	5	0	Call sheet →
April 30, 2026	W	Wayfair	Q1'26	9/12	3 medium, 7 low flags	6	1	Call sheet →
April 30, 2026	ORLY	O'Reilly Automotive	Q1'26	10/12	1 medium, 5 low flags	4	3	Call sheet →
April 30, 2026	CWH	Camping World Holdings	Q1'26	9/12	1 medium, 5 low flags	3	1	Call sheet →
2026-04-29	EAT	Brinker International	Q3'26	9/12	3 medium, 3 low flags	1	0	Call sheet →
April 29, 2026	YUM	Yum! Brands	Q1'26	6/12	1 high, 2 medium, 5 low flags	2	0	Call sheet →
April 29, 2026	WING	Wingstop	Q1'26	7/12	3 medium, 3 low flags	1	2	Call sheet →
April 29, 2026	CMG	Chipotle Mexican Grill	Q1'26	9/12	2 medium, 4 low flags	3	1	Call sheet →
April 29, 2026	AMZN	Amazon.com	Q1'26	9/12	4 medium, 2 low flags	3	1	Call sheet →
2026-04-28	SBUX	Starbucks	Q2'26	9/12	3 medium, 3 low flags	3	0	Call sheet →
April 28, 2026	SHW	Sherwin-Williams	Q1'26	9/12	2 medium, 4 low flags	1	1	Call sheet →
April 13, 2026	FAST	Fastenal	Q1'26	10/12	1 medium, 7 low flags	4	0	Call sheet →
March 31, 2026	RH	RH	Q4'25	9/12	1 high, 4 medium, 1 low flags	2	2	Call sheet →
March 25, 2026	CHWY	Chewy	Q4'25	10/12	3 medium, 5 low flags	6	0	Call sheet →
2026-03-19	DRI	Darden Restaurants	Q3'26	11/12	1 medium, 6 low flags	5	0	Call sheet →
March 18, 2026	WSM	Williams Sonoma	Q4'25	10/12	1 medium, 5 low flags	6	0	Call sheet →
March 18, 2026	FIVE	Five Below	Q4'25	9/12	3 medium, 3 low flags	5	1	Call sheet →
2026-03-16	DLTR	Dollar Tree	Q4'25	10/12	1 medium, 6 low flags	5	0	Call sheet →
March 12, 2026	ULTA	Ulta Beauty	Q4'25	8/12	2 high, 4 medium, 2 low flags	6	0	Call sheet →
March 12, 2026	DG	Dollar General	Q4'25	11/12	1 medium, 5 low flags	5	0	Call sheet →
March 5, 2026	COST	Costco Wholesale	Q2'26	9/12	2 medium, 5 low flags	4	0	Call sheet →
March 5, 2026	GAP	Gap	Q4'25	8/12	2 high, 5 medium, 1 low flags	4	1	Call sheet →
March 5, 2026	BURL	Burlington Stores	Q4'25	12/12	1 medium, 5 low flags	6	0	Call sheet →
March 5, 2026	AEO	American Eagle Outfitters	Q4'25	9/12	3 medium, 4 low flags	6	0	Call sheet →
2026-03-03	AZO	AutoZone	Q2'26	9/12	2 medium, 4 low flags	4	1	Call sheet →
March 3, 2026	TGT	Target	Q4'25	9/12	1 high, 3 medium, 2 low flags	4	0	Call sheet →
March 3, 2026	ROST	Ross Stores	Q4'25	10/12	1 medium, 6 low flags	7	0	Call sheet →
February 26, 2026	SHAK	Shake Shack	Q4'25	10/12	3 medium, 3 low flags	4	0	Call sheet →
February 26, 2026	CPNG	Coupang	Q4'25	9/12	3 medium, 3 low flags	2	3	Call sheet →
February 25, 2026	TJX	TJX Companies	Q4'26	9/12	1 medium, 6 low flags	5	0	Call sheet →
February 25, 2026	LOW	Lowe's Companies	Q4'25	9/12	2 medium, 4 low flags	6	1	Call sheet →
February 25, 2026	CWH	Camping World Holdings	Q4'25	8/12	2 medium, 5 low flags	5	1	Call sheet →
February 24, 2026	HD	Home Depot	Q4'25	10/12	4 medium, 2 low flags	4	1	Call sheet →
February 24, 2026	CAVA	CAVA Group	Q4'25	10/12	3 high, 2 medium, 1 low flags	4	1	Call sheet →
February 19, 2026	WMT	Walmart	Q4'26	11/12	1 medium, 5 low flags	5	0	Call sheet →
February 19, 2026	W	Wayfair	Q4'25	10/12	2 medium, 5 low flags	4	0	Call sheet →
February 19, 2026	TXRH	Texas Roadhouse	Q4'25	9/12	1 high, 2 medium, 3 low flags	5	1	Call sheet →
February 18, 2026	WING	Wingstop	Q4'25	8/12	1 high, 3 medium, 2 low flags	4	0	Call sheet →
February 13, 2026	AAP	Advance Auto Parts	Q4'25	9/12	5 medium, 3 low flags	4	0	Call sheet →
February 12, 2026	QSR	Restaurant Brands International	Q4'25	9/12	1 medium, 5 low flags	6	0	Call sheet →
February 12, 2026	BROS	Dutch Bros	Q4'25	11/12	2 medium, 4 low flags	4	1	Call sheet →
February 11, 2026	MCD	McDonald's	Q4'25	11/12	6 low flags	4	0	Call sheet →
February 5, 2026	ORLY	O'Reilly Automotive	Q4'25	11/12	4 medium, 3 low flags	5	1	Call sheet →
February 5, 2026	AMZN	Amazon.com	Q4'25	10/12	-	6	0	Call sheet →
February 4, 2026	YUM	Yum! Brands	Q4'25	10/12	2 medium, 6 low flags	6	0	Call sheet →
February 3, 2026	CMG	Chipotle Mexican Grill	Q4'25	10/12	2 medium, 4 low flags	7	0	Call sheet →
January 29, 2026	SHW	Sherwin-Williams	Q4'25	9/12	4 medium, 2 low flags	7	0	Call sheet →
2026-01-28	EAT	Brinker International	Q2'26	10/12	1 medium, 5 low flags	5	0	Call sheet →
2026-01-28	SBUX	Starbucks	Q1'26	11/12	2 medium, 4 low flags	6	0	Call sheet →
January 20, 2026	FAST	Fastenal	Q4'25	8/12	3 medium, 4 low flags	4	1	Call sheet →
December 18, 2025	DRI	Darden Restaurants	Q2'26	10/12	2 medium, 4 low flags	4	0	Call sheet →
December 11, 2025	COST	Costco Wholesale	Q1'26	11/12	4 medium, 4 low flags	5	1	Call sheet →
2025-12-11	RH	RH	Q3'25	10/12	6 low flags	3	1	Call sheet →
2025-12-10	CHWY	Chewy	Q3'25	8/12	4 medium, 3 low flags	3	0	Call sheet →
December 9, 2025	AZO	AutoZone	Q1'26	8/12	2 medium, 4 low flags	1	3	Call sheet →
December 4, 2025	ULTA	Ulta Beauty	Q3'25	10/12	2 medium, 4 low flags	5	0	Call sheet →
December 4, 2025	DG	Dollar General	Q3'25	10/12	2 medium, 4 low flags	5	0	Call sheet →
December 3, 2025	FIVE	Five Below	Q3'25	8/12	1 high, 4 medium, 3 low flags	6	0	Call sheet →
December 3, 2025	DLTR	Dollar Tree	Q3'25	8/12	3 medium, 3 low flags	3	1	Call sheet →
December 2, 2025	AEO	American Eagle Outfitters	Q3'25	10/12	3 medium, 5 low flags	6	0	Call sheet →
November 25, 2025	BURL	Burlington Stores	Q3'25	10/12	2 high, 4 medium, 1 low flags	7	0	Call sheet →
November 20, 2025	ROST	Ross Stores	Q3'25	11/12	4 medium, 2 low flags	6	0	Call sheet →
November 20, 2025	GAP	Gap	Q3'25	10/12	1 high, 2 medium, 5 low flags	5	0	Call sheet →
November 19, 2025	WSM	Williams Sonoma	Q3'25	9/12	2 medium, 5 low flags	6	0	Call sheet →
November 19, 2025	TGT	Target	Q3'25	8/12	1 high, 3 medium, 4 low flags	4	1	Call sheet →
November 19, 2025	LOW	Lowe's Companies	Q3'25	10/12	3 medium, 3 low flags	3	1	Call sheet →
2025-11-18	HD	Home Depot	Q3'25	7/12	5 medium, 2 low flags	0	5	Call sheet →
November 6, 2025	TXRH	Texas Roadhouse	Q3'25	9/12	2 high, 3 medium, 3 low flags	3	2	Call sheet →
November 5, 2025	MCD	McDonald's	Q3'25	7/12	2 high, 3 medium, 1 low flags	4	0	Call sheet →
November 5, 2025	BROS	Dutch Bros	Q3'25	9/12	1 high, 2 medium, 3 low flags	3	0	Call sheet →
November 4, 2025	YUM	Yum! Brands	Q3'25	9/12	2 medium, 4 low flags	3	0	Call sheet →
2025-11-04	WING	Wingstop	Q3'25	8/12	4 medium, 2 low flags	2	3	Call sheet →
November 4, 2025	CPNG	Coupang	Q3'25	8/12	3 medium, 4 low flags	4	0	Call sheet →
November 4, 2025	CAVA	CAVA Group	Q3'25	9/12	3 medium, 3 low flags	3	2	Call sheet →
2025-10-30	SHAK	Shake Shack	Q3'25	9/12	2 medium, 6 low flags	5	1	Call sheet →
October 30, 2025	QSR	Restaurant Brands International	Q3'25	9/12	2 medium, 4 low flags	3	0	Call sheet →
October 30, 2025	AMZN	Amazon.com	Q3'25	10/12	1 high, 2 medium, 5 low flags	5	1	Call sheet →
2025-10-29	EAT	Brinker International	Q1'26	10/12	2 medium, 4 low flags	2	2	Call sheet →
October 29, 2025	SBUX	Starbucks	Q4'25	11/12	-	7	0	Call sheet →
October 28, 2025	W	Wayfair	Q3'25	10/12	2 medium, 5 low flags	6	0	Call sheet →
September 25, 2025	COST	Costco Wholesale	Q4'25	9/12	1 high, 4 medium, 2 low flags	4	1	Call sheet →
2025-09-23	AZO	AutoZone	Q4'25	10/12	3 medium, 3 low flags	5	1	Call sheet →
August 13, 2025	EAT	Brinker International	Q4'25	10/12	1 medium, 5 low flags	5	0	Call sheet →
July 29, 2025	SBUX	Starbucks	Q3'25	10/12	1 medium, 5 low flags	4	0	Call sheet →
2025-06-20	DRI	Darden Restaurants	Q4'25	10/12	2 medium, 5 low flags	5	0	Call sheet →
May 29, 2025	COST	Costco Wholesale	Q3'25	8/12	3 medium, 5 low flags	3	0	Call sheet →
2025-05-27	AZO	AutoZone	Q3'25	10/12	1 medium, 5 low flags	2	1	Call sheet →
May 22, 2025	ROST	Ross Stores	Q1'26	6/12	1 high, 4 medium, 2 low flags	1	4	Call sheet →
May 21, 2025	TJX	TJX Companies	Q1'26	10/12	2 medium, 4 low flags	5	0	Call sheet →
2025-05-15	WMT	Walmart	Q1'26	9/12	5 medium, 3 low flags	5	1	Call sheet →
2025-04-29	EAT	Brinker International	Q3'25	12/12	3 medium, 5 low flags	6	0	Call sheet →
2025-03-20	DRI	Darden Restaurants	Q3'25	10/12	2 medium, 6 low flags	5	0	Call sheet →
2025-02-26	TJX	TJX Companies	Q4'25	9/12	1 high, 4 medium, 2 low flags	6	0	Call sheet →
2025-02-20	WMT	Walmart	Q4'25	10/12	3 medium, 3 low flags	7	0	Call sheet →
December 19, 2024	DRI	Darden Restaurants	Q2'25	10/12	3 medium, 3 low flags	4	0	Call sheet →
November 20, 2024	TJX	TJX Companies	Q3'25	10/12	2 medium, 4 low flags	4	0	Call sheet →
November 19, 2024	WMT	Walmart	Q3'25	10/12	1 medium, 6 low flags	5	0	Call sheet →
August 21, 2024	TJX	TJX Companies	Q2'25	7/12	4 medium, 4 low flags	5	0	Call sheet →
August 15, 2024	WMT	Walmart	Q2'25	8/12	5 medium, 2 low flags	2	1	Call sheet →

Disclosure: 6-item rubric scored 0-2, out of 12. Financial quality: flagged indicators by severity. Kept and missed count the prior call's promises scored on this one. Sector is the issuer's current SIC-based classification.