Our Privacy Statment & Cookie Policy

All LSEG websites use cookies to improve your online experience. They were placed on your computer when you launched this website. You can change your cookie settings through your browser.

LSEG Lipper Fund Awards Austria 2025 On April 10, 2025, LSEG Lipper unveiled the results of the LSEG Lipper Fund Awards for Austria in conjunction with our long-term media partner Geld ... Find Out More
S&P 500 2025 Q1 Earnings Preview: A Clearing Event or More Uncertainty? Earnings season kicks off this week and we preview the S&P 500 2025 Q1 earnings season in granular detail, providing both aggregate and ... Find Out More
STOXX 600 Earnings Outlook 25Q1 | Apr. 8, 2025 Download the full report here. Please note: if you use our earnings data, please source "LSEG I/B/E/S". Find out more about our estimates with ... Find Out More
No Atheists in Foxholes, no Patriots in Capital Markets US investors go large on domestic equities while the rest of the world backpedals   Sentiment is fickle, particularly so regarding US ... Find Out More
Sorted by:
Topics
Types

Show Less Options

S&P 500 2025 Q1 Earnings Preview: A Clearing Event or More Uncertainty?

Earnings season kicks off this week and we preview the S&P 500 2025 Q1 earnings season in granular detail, providing both aggregate and company-level insights using data from I/B/E/S, StarMine, and Datastream, which are all found in the desktop solution LSEG Workspace. Using the April 4th publication of the S&P 500 Earnings Scorecard, Q1 earnings growth is forecasted at 7.8%– the slowest pace in five quarters. Health Care and Information Technology are driving the bulk of earnings growth–excluding these sectors, growth would fall to just 0.1%.  Q1 is expected to be the weakest quarter in 2025, with growth expected to
Read More
EarningsEarnings InsightPredicted SurpriseSmartEstimateStarMine
Apr 9, 2025
posted by Tajinder Dhillon

StarMine 2025 Q1 Earnings Forecast: Predicting Beats and Misses for Russell 1000 Companies

Each quarter, the LSEG Proprietary Research team publishes an earnings season forecast, where we identify five companies we expect to beat earnings expectations and five companies we predict will miss. Our analysis focuses on companies within the Russell 1000 index, leveraging analytics from the StarMine SmartEstimate and Predicted Surprise available in LSEG Workspace. These tools help us refine consensus estimates and highlight potential market surprises by overweighting the more timely and accurate analysts, allowing us to pinpoint discrepancies and deliver sharper predictions for the upcoming earnings season. Our Russell 1000 selections for 2024 Q4 were 70% accurate, which can be
Read More
Predicted SurpriseSmartEstimateStarMine
Mar 30, 2025
posted by Tajinder Dhillon

StarMine 2024 Q4 Russell 1000 Earnings Surprise Results

In January 2025, we published our 2024 Q4 earnings surprise candidates based on StarMine predictive analytics. Using the Russell 1000 Index as our universe, our earnings surprise predictions scored 70% correct. The StarMine SmartEstimate®  is a weighted average of analyst estimates, with more weight given to more recent estimates and more accurate analysts. Our research has shown that when the SmartEstimate® differs significantly from the consensus (I/B/E/S Mean), the Predicted Surprise accurately predicts the direction of earnings surprises 70% of the time. When significant Predicted Surprise for revenue is also present for the period, the accuracy improves to 78%. Since 2011
Read More
Predicted SurpriseSmartEstimateStarMine
Mar 30, 2025
posted by Tajinder Dhillon

‘Magnificent-7’ Q4 2024 Earnings Review: Growth Holds, but Rotation Awaits

The Magnificent 7 (Mag-7) make up about one-third of the S&P 500’s total market value and have been the main contributors to earnings growth in recent quarters. For example, in 2023, S&P 500 earnings grew by 4.1%, but when we exclude the Mag-7, growth fell to -1.3%. While the Mag-7 are still expected to post strong earnings growth in the quarters ahead, their relative contribution to overall S&P 500 earnings growth is expected to decline, with the rest of the index (S&P 493) playing a larger role heading into 2025. To illustrate this, Mag-7 earnings are expected to rise 17.1%
Read More
Analyst Revisions ModelEarningsEarnings InsightETFsLipperPredicted SurprisePrice-MoSmartEstimateStarMine
Mar 7, 2025
posted by Tajinder Dhillon

Q4 2024 U.S. Retail Scorecard – Update February 25, 2025 

To date, 128 of the 195 companies in our Retail/Restaurant Index have reported their EPS results for Q4 2024, representing 66% of the index. Of those companies that have reported their quarterly results, 74% announced profits that beat analysts’ expectations, while 7% delivered on-target results and 19% reported earnings that fell below estimates. The Q4 2024 blended earnings growth estimate now stands at 14.4%. The blended revenue growth estimate for the 195 companies in this index is 4.0% for Q4 2024. Of those companies that have reported their quarterly results so far, 73% announced revenue that exceeded analysts’ expectations and
Read More
AmericasCharts & TablesCompany ResearchConsumer InsightEarningsEarnings DashboardEarnings InsightMarket & Industry InsightNorth AmericaPredicted SurpriseRevenueSmartEstimateStarMineUncategorized
Feb 25, 2025
posted by Jharonne Martis

Q4 2024 U.S. Retail Scorecard – Update February 20, 2025

To date, 115 of the 196 companies in our Retail/Restaurant Index have reported their EPS results for Q4 2024, representing 59% of the index. Of those companies that have reported their quarterly results, 72% announced profits that beat analysts’ expectations, while 8% delivered on-target results and 20% reported earnings that fell below estimates. The Q4 2024 blended earnings growth estimate now stands at 13.9%. The blended revenue growth estimate for the 196 companies in this index is 3.9% for Q4 2024. Of those companies that have reported their quarterly results so far, 72% announced revenue that exceeded analysts’ expectations and
Read More
AmericasCompany ResearchConsumer InsightEarningsEarnings DashboardEarnings InsightMarket & Industry InsightNorth AmericaPredicted SurpriseRevenueSmartEstimateStarMine
Feb 20, 2025
posted by Jharonne Martis

Q4 2024 U.S. Retail Preview: Sales Spike Over Holiday Season

The LSEG U.S. Retail and Restaurant Q4 earnings index, which tracks changes in the growth rate of earnings within the sector, is expected to show a 13.0% growth over last year’s levels. Our metrics show that six of 10 consumer-related industries have turned negative. (Exhibit 1) Of the 195 retailers tracked by LSEG, the Broadline Retail sector is headed for the highest earnings growth rate in the fourth quarter, recording a 71.0% surge over last year’s level. The second-strongest sector is Hotels, Restaurants & Leisure with a 6.2% growth estimate. Consumer Confidence improved towards the end of the fourth quarter,
Read More
AmericasAnalyst Revisions ModelCharts & TablesCompany ResearchConsumer InsightEarningsEarnings DashboardEarnings InsightMarket & Industry InsightNorth AmericaPredicted SurpriseRevenueStarMine
Feb 13, 2025
posted by Jharonne Martis

StarMine FY 2023 Asia Earnings Surprise Results

In January 2024, the LSEG Proprietary Research team published our Asia fiscal year 2023 earnings surprise candidates based on StarMine predictive analytics models. Of these FY23 Asia earnings surprise candidates picks, 70% were correct. The StarMine SmartEstimate®  is a weighted average of analyst estimates, with more weight given to more recent estimates and more accurate analysts. Our studies have shown that when the SmartEstimate® differs significantly from the consensus (IBES Mean), the Predicted Surprise accurately predicts the direction of earnings surprises or further revisions 70% of the time. When significant Predicted Surprise for revenue is also present for the period, the accuracy
Read More
Predicted SurpriseSmartEstimateStarMine
Jan 8, 2025
posted by Tajinder Dhillon

Q3 2024 U.S. Retail Scorecard – Update December 6, 2024

To date, 182 of the 194 companies in our Retail/Restaurant Index have reported their EPS results for Q3 2024, representing 94% of the index. Of those companies that have reported their quarterly results, 62% announced profits that beat analysts’ expectations, while 4% delivered on-target results and 34% reported earnings that fell below estimates. The Q3 2024 blended earnings growth estimate now stands at 7.3%. The blended revenue growth estimate for the 194 companies in this index is 3.7% for Q3 2024. Of those companies that have reported their quarterly results so far, 53% announced revenue that exceeded analysts’ expectations and
Read More
AmericasAnalyst Revisions ModelCharts & TablesCompany ResearchConsumer InsightEarningsEarnings DashboardEarnings InsightMarket & Industry InsightNorth AmericaPredicted SurpriseRevenueSmartEstimateStarMine
Dec 6, 2024
posted by Jharonne Martis

U.S. Black Friday Deals Arrive Early as Consumers Seek Value

Black Friday deals are arriving earlier this year, as U.S. consumers continue to face persistent high prices. With inflationary pressures still weighing on shoppers, retailers are responding by offering earlier discounts in an effort to attract price-sensitive customers. When examining the data across various sectors, it’s clear that most retail categories have experienced a decline in both discount penetration (the proportion of merchandise on sale) and average discount rates. In fact, many sectors are seeing their lowest discount levels since 2016, according to a collaboration between LSEG and Centric Market Intelligence. However, two sectors stand out for offering stronger discounts
Read More
AmericasAnalyst Revisions ModelCharts & TablesCompany ResearchConsumer InsightEarningsEarnings DashboardEarnings InsightMarket & Industry InsightNorth AmericaPredicted SurpriseRevenueSmartEstimateStarMine
Nov 25, 2024
posted by Jharonne Martis

Q3 2024 U.S. Retail Earnings Update — November 20, 2024

To date, 151 of the 194 companies in our Retail/Restaurant Index have reported their EPS results for Q3 2024, representing 78% of the index. Of those companies that have reported their quarterly results, 63% announced profits that beat analysts’ expectations, while 5% delivered on-target results and 32% reported earnings that fell below estimates. The Q3 2024 blended earnings growth estimate now stands at 7.3%. The blended revenue growth estimate for the 194 companies in this index is 3.7% for Q3 2024. Of those companies that have reported their quarterly results so far, 54% announced revenue that exceeded analysts’ expectations and
Read More
AmericasCharts & TablesCompany ResearchConsumer InsightEarningsEarnings DashboardEarnings InsightNorth AmericaPredicted SurpriseRevenueSmartEstimateStarMineUncategorized
Nov 20, 2024
posted by Jharonne Martis

U.S. Retail Earnings Update – November 19, 2024

To date, 143 of the 194 companies in our Retail/Restaurant Index have reported their EPS results for Q3 2024, representing 74% of the index. Of those companies that have reported their quarterly results, 62% announced profits that beat analysts’ expectations, while 5% delivered on-target results and 33% reported earnings that fell below estimates. The Q3 2024 blended earnings growth estimate now stands at 7.1%. The blended revenue growth estimate for the 194 companies in this index is 3.6% for Q3 2024. Of those companies that have reported their quarterly results so far, 53% announced revenue that exceeded analysts’ expectations and
Read More
AmericasCharts & TablesCompany ResearchConsumer InsightEarningsEarnings DashboardEarnings InsightMarket & Industry InsightNorth AmericaPredicted SurpriseRevenueSmartEstimateStarMineUncategorized
Nov 19, 2024
posted by Jharonne Martis
Load More
We have updated our Privacy Statement. Before you continue, please read our new Privacy Statement and familiarize yourself with the terms.x