Earnings Calendar: Costco, Darden, General Mills Headline a Busy Week
A dozen-plus companies report this week, giving investors a fresh read on consumer spending just as the Fed signals more rate hikes ahead.
Earnings season keeps rolling with a consumer-and-industrials-heavy slate this week. None of these are mega-cap tech names, which makes this week a useful, less AI-hype-driven gauge of how the actual U.S. consumer and small/mid-cap industrial base are holding up heading into Q4 — especially with the Fed signaling more rate hikes and the layoff tracker running hot.
Before the Open
Tuesday, Sept. 22: AutoZone (AZO), expected EPS $54.30; MillerKnoll (MLKN), $0.35; Thor Industries (THO), $0.89.
Wednesday, Sept. 23: Cintas (CTAS), $1.35; Cracker Barrel (CBRL), $0.16; General Mills (GIS), $0.72; Paychex (PAYX), $1.32.
Thursday, Sept. 24: Darden Restaurants (DRI), $2.05 (up 4.1% year-over-year); TD Synnex (SNX), $4.68.
After the Close
Tuesday, Sept. 22: KB Home (KBH), $0.89; Worthington Enterprises (WOR), $0.75.
Wednesday, Sept. 23: H.B. Fuller (FUL), $1.47; Stitch Fix (SFIX), -$0.06.
Thursday, Sept. 24: Costco Wholesale (COST), $6.53 (up 11.2% year-over-year); BlackBerry (BB), $0.04; FedEx Freight (FDXF), $1.39.
Why It Matters
Costco is the marquee name of the week. Membership-warehouse retail has proven remarkably resilient through the current rate cycle, and an 11.2% projected EPS gain would extend that trend — a signal worth watching alongside Darden Restaurants’ casual-dining results as a read on discretionary consumer spending. Home-related names AutoZone, KB Home, and Thor Industries (RVs) will offer a window into how higher-for-longer rates are affecting big-ticket and auto-related purchases, an area directly exposed to the Fed’s September hike.
None of this week’s reporters are AI infrastructure plays, but the read-through matters for the broader market debate we cover in our H2 2026 market strategy outlook: whether strength is concentrated in a handful of mega-cap tech names or broadening into the rest of the economy. For the AI infrastructure side of that debate, see our recent coverage of NVIDIA’s record Q2 FY2027 results.
For fact sheets and analyst targets on individual stocks, visit our Stock Fact Sheets hub.
Estimates are consensus figures and subject to change. This article is for informational purposes only and does not constitute investment advice.
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