Earnings Season Kicks Off With Constellation Brands, PepsiCo, Delta in Focus

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Summary · why it matters

Third quarter earnings season begins this week with results due from Constellation Brands, Levi's, PepsiCo and Delta, Yahoo Finance Executive Editor Brian Sozzi said. Sozzi said he is most concerned about Constellation Brands and PepsiCo given pressured consumer wallets, while Delta's outlook is at risk from soaring fuel prices even though sales trends likely stayed strong. Heading into the season, 60% of S&P 500 stocks carry a buy rating from Wall Street analysts, the highest level on record according to new data from FactSet, leaving next to no margin for error if results or guidance come up short. The S&P 500 is expected to report year-over-year earnings growth of 29.5% for the recently completed third quarter, with analysts calling for 27.6% growth in the fourth quarter and 32.4% growth for 2026.

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Consumer Staples▲ · 2 stocks
Industrials▲ · 1 stocks