Weekly Earnings Preview: Grab rewards by guessing the market winner!

102362254 : My guess is $Carnival (CCL.US)$ may end this week with the biggest % gain. Carnival’s recovery in travel demand is set to boost revenue, with cost management crucial for profit margins. Strong demand in North America & Australia and easing travel restrictions in Europe & Asia will drive growth, while Cruise Support improves through efficiency gains. Debt reduction and financial health have to be watched, though risks like economic uncertainty and geopolitical tensions could impact demand. Overall, Carnival seems to benefit from the travel rebound so I feel optimistic about it.

mr_cashcow : My vote goes to $Nike (NKE.US)$

Let's do a quick key analysis on Nike!

Key Drivers:
1. Strong Brand Momentum: Nike's brand remains highly desirable, driving sales growth
2. Digital Transformation: E-commerce growth and digital innovation
3. Global Expansion: Growth in emerging markets, particularly China
4. Product Innovation: Successful launches of new products, such as Air Zoom Alphafly
5. Operational Efficiency: Cost-cutting initiatives and supply chain optimization

Bullish trends:
1. Revenue Growth: Expected to reach $55-$60 billion by 2025
2. Margin Expansion
3. Earnings Growth: EPS projected to rise 15-20% annually
4. Cash Flow: Strong cash generation supports dividend growth and share repurchases

Opportunities:
1. North America: Footwear growth, particularly in running and lifestyle categories
2. Europe, Middle East & Africa: Expanding presence in key markets
3. China: Continued growth in footwear and apparel

Overall analyst sentiments:
24 Buy ratings

Future Outlook:
1. Fiscal 2025: Revenue growth  & EPS increase
2. Long-term: Sustainable growth driven by innovation, digital transformation, and global expansion

Overall, Nike's strong brand, digital transformation, and operational efficiency position the company for continued growth and profitability

Disclaimer: All the above are purely for educational purposes and are NOT financial advice, plz DYOR/DD!

Lucas Cheah : Here is a comprehensive analysis of the earning prospects for $Carnival (CCL.US)$ $Nike (NKE.US)$ and $Conagra Brands (CAG.US)$

1. $Carnival (CCL.US)$

• Revenue Growth: Carnival has experienced revenue growth quarter over quarter, largely driven by increased occupancy and higher ticket prices as customers are willing to pay premiums for cruises after prolonged lockdowns.
• Outlook: Carnival is optimistic about sustained demand through 2024, but external risks like economic slowdowns or further geopolitical tensions (e.g., conflict affecting travel routes) could pose risks to its recovery. Continued cost control and increased pricing power will be critical for earnings growth.

2. $Nike (NKE.US)$

• Challenges: Ongoing supply chain disruptions, particularly in Asia, inflationary pressures on raw materials, and increasing labor costs may impact near-term earnings.
• Outlook: Nike is expected to post solid earnings growth, driven by strong demand for its innovative products and its shift to more profitable digital sales channels. Its long-term growth remains intact as the company leads in sports apparel innovation and global expansion.

3. $Conagra Brands (CAG.US)$

• Consumer Behavior Shifts: As inflation has impacted consumers, there’s been a trend toward eating at home, benefiting Conagra’s frozen and packaged food products.
• Outlook: Despite near-term inflationary challenges, Conagra's strong portfolio of well-known brands and its ability to pass along price increases position it for steady earnings growth. Its focus on innovation and health trends is likely to drive longer-term revenue growth.

kheldarX : Carnival.. economy improved a bit, more people going to travel on a cruise ship

Drew Manns kheldarX : Hello everyone. My vote is $Nike (NKE.US)$  due to the popular brand, it’s proven to survive thru anything, most sports teams have NIKE logo, new ceo which means back to in store shopping ( Dillards, DICKS) interest rates down some didn’t buy Nike so now they are down, my feeling is load the boat.

DwarfCo : my guess is $Nike (NKE.US)$ surprising skeptics of consumer cyclicals. Nike to surpass top line estimates and perform better than previously expected.

YOHO3318 : Nike has had its fair share of challenges in recent years. Stiff competition from emerging brands like Hoka and On, lack of product innovation and change of business owner to ditch its key vendors and go direct to consumers, have seen the share price of Nike down over 20% YTD [Awkward] (yeah, I'm still holding it).

However, Nike has recently announced that it will appoint its former president, Elliot Hill to replace the current CEO John Donahoe and this immediately drove the share price up over 5%. Fun fact - Elliot Hill started his career in Nike as an intern in 1998 before retiring as president in 2020. Most believe that he has the technical know-how and good relationship with key vendors to steer the company back to the right path.

The earning report on 1 Oct will likely still see the financials declining and company to provide lower projection to provide a clean slate for the new CEO to focus on the profitability of company when he comes on board in October. I  believe that economic moat of Nike is still strong and with the improved outlook of China economy (which is a key region for Nike), let's hope that this shall be the bottom for Nike's sales decline before a recovery and better earning prospect ahead.

CNNT : Chances are, all 3 counters will lose this week by looking at the charts and applying TA principles,  unless something drastic happens towards the end of the week in the fundamentals or consumer sentiment.

If I had to pick the one I think would lose the least, it would be:

$Carnival (CCL.US)$l

Carnival has good forecasts for growth (but poor fundamentals). The chart has a subtle bearish divergence after some period of growth, but the fall is not that sharp, maybe around USD 1 this week.

Nike has a clear bearish divergence, It will likely fall around USD 10 this week.

Conagra was the only one with bullish signals for continuous growth (amidst bad forecasts), but lost its plot with the recent sharp gapping down. There goes the only bettable horse.