Earnings week ahead: PepsiCo, Delta, Constellation Brands, Levi Strauss and Tilray to report

Seeking Alpha··US·Read original
2▲1 ▼0Impact / 5
Summary · why it matters

A diverse earnings slate spanning consumer staples, beverages, travel, apparel and AI infrastructure is set for the week of October 5 to October 9, with PepsiCo, Constellation Brands, Lamb Weston, Levi Strauss and Tilray Brands offering reads on food, beverage and apparel spending while Delta Air Lines provides a key read on travel demand. Constellation Brands, the U.S. importer and marketer of Corona, Modelo Especial and Pacifico, reports fiscal Q2 FY2027 after Tuesday's close, with consensus EPS of $3.55 and revenue of $2.54B, as the stock sits near a 52-week low of $113.34. Levi Strauss reports fiscal Q3 2026 after Wednesday's close, with consensus EPS of $0.36 and revenue of $1.62B, after management guided to revenue growth of 4%-5% and adjusted EPS of $0.34-$0.36. PepsiCo reports Q3 2026 before Thursday's open, with consensus EPS of $2.30 and revenue of $24.97B, as the company plans to raise prices on select brands including Doritos and Ruffles by low-to-mid-single-digit percentages later this year or early next year, reversing price cuts of as much as 15% introduced earlier in 2026. Delta Air Lines reports Q3 2026 before Friday's open, with consensus EPS of $1.88 and revenue of $18.99B, as a dispute over its in-flight Wi-Fi strategy continues after Delta chose Amazon's LEO satellite network over SpaceX's Starlink for a rollout planned for 2028. Also reporting during the week are Saratoga Investment, Lamb Weston, RPM International, Apogee Enterprises, Tilray Brands, NOVAGOLD Resources, Helen of Troy, AngioDynamics, Richardson Electronics, Resources Connection, Penguin Solutions, Applied Digital and New Horizon Aircraft.

Impact on assets 17

Consumer Staples▲ · 3 stocks
PepsiCo Inc
PEP
▲ PositivePricingrelevance

PepsiCo plans to raise prices on select brands like Doritos and Ruffles by low-to-mid-single digits, reversing earlier price cuts, a favorable pricing move ahead of its Q3 report.

Constellation Brands Inc Class A
STZ
± Mixedrelevance

Constellation Brands is set to report fiscal Q2 earnings; article only previews consensus EPS/revenue and notes the stock near a 52-week low, no clear directional driver.

Industrials▲ · 3 stocks
Delta Air Lines Inc
DAL
± Mixedrelevance

Delta is set to report Q3 earnings; article only previews consensus figures and notes an ongoing in-flight Wi-Fi dispute, no clear directional driver.

Health Care▲ · 2 stocks
Artificial Intelligence▲ · 2 stocks
Materials▲ · 2 stocks
Consumer Discretionary▲ · 1 stocks
Levi Strauss & Co Class A
LEVI
± Mixedrelevance

Levi Strauss is set to report Q3 earnings; article only previews consensus EPS/revenue and prior guidance, no new directional development.

Climate Adaptation & Water▲ · 1 stocks
Advanced Air Mobility (eVTOL)▲ · 1 stocks
Energy Transition & Power Demand▲ · 1 stocks
Financials▲ · 1 stocks
© 2026 MarketIVNews