The LSEG U.S. Retail and Restaurant Q3 earnings index, which tracks changes in the growth rate of earnings within the sector, is expected to show a 2.1% growth over last year’s levels. Our metrics show that seven of 10 consumer-related industries have turned negative. (Exhibit 1) Of the 193 retailers tracked by LSEG, the broadline retail sector is headed for the highest earnings growth rate in the third quarter, recording a 19.4% surge over last year’s level. The second strongest sector is the household products with a 6.5% growth estimate. Consumer Confidence remained volatile in the third quarter. In the

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 33.7% growth over last year’s levels. However, much of this growth is coming from just two categories and our metrics show that six of 10 consumer-related industries have turned negative (Exhibit 1). Of the 204 retailers tracked by LSEG, the Broadline Retail sector is headed for the highest earnings growth rate in the fourth quarter, recording a 753.3% surge over last year’s level. The second strongest sector is the Restaurants & Leisure group with

The LSEG U.S. Retail and Restaurant Q3 earnings index, which tracks changes in the earnings growth rate within the sector, is expected to show a 26.4% growth over last year’s levels. Our metrics show that five of 10 consumer-related industries have turned negative (Exhibit 1). Of the 204 retailers tracked by LSEG, the Broadline Retail sector is headed for the highest earnings growth rate in the third quarter, recording a 279.1% surge over last year’s level. The second strongest sector is the Hotels, Restaurants & Leisure group with a 92.9% growth estimate. In fact, it has been the strongest-performing sector

The LSEG U.S. Retail and Restaurant Q2 earnings index, which tracks changes in the growth rate of earnings within the sector, is expected to show a 17.6% growth over last year’s levels. Our metrics show that six of 10 consumer-related industries have turned negative (Exhibit 1). Of the 199 retailers tracked by LSEG, the Broadline Retail sector is headed for the highest earnings growth rate in the second quarter, recording a 1040.5% surge over last year’s level. In fact, it has been the strongest performing sector over the past year as consumers’ preferences have pivoted towards services. Making up for

To date, 180 of the 204 companies in our Retail/Restaurant Index have reported their EPS results for Q1 2023, representing 88% of the index. Of those companies that have reported their quarterly results, 76% announced profits that beat analysts’ expectations, while 2% delivered on-target results and 22% reported earnings that fell below estimates. The Q1 2023 blended earnings growth estimate now stands at 33.3%. The blended revenue growth estimate for the 204 companies in this index is 4.6% for Q1 2023. Of those companies that have reported their quarterly results so far, 73% announced revenue that exceeded analysts’ expectations and

To date, 156 of the 204 companies in our Retail/Restaurant Index have reported their EPS results for Q1 2023, representing 77% of the index. Of those companies that have reported their quarterly results, 79% announced that profits beat analysts’ expectations, while 1% delivered on-target results and 20% reported earnings that fell below estimates. The Q1 2023 blended earnings growth estimate now stands at 32.7%. The blended revenue growth estimate for the 204 companies in this index is 4.5% for Q1 2023. Of those companies that have reported their quarterly results so far, 74% announced revenue that exceeded analysts’ expectations and

To date, 151 of the 204 companies in our Retail/Restaurant Index have reported their EPS results for Q1 2023, representing 74% of the index. Of those companies that have reported their quarterly results, 79% announced that profits beat analysts’ expectations, while 1% delivered on-target results and 20% reported earnings that fell below estimates. The Q1 2023 blended earnings growth estimate now stands at 32.3%. The blended revenue growth estimate for the 204 companies in this index is 4.4% for Q1 2023. Of those companies that have reported their quarterly results so far, 75% announced revenue that exceeded analysts’ expectations and

To date, 147 of the 204 companies in our Retail/Restaurant Index have reported their EPS results for Q1 2023, representing 72% of the index. Of those companies that have reported their quarterly results, 80% announced that profits beat analysts’ expectations, while 1% delivered on-target results and 19% reported earnings that fell below estimates. The Q1 2023 blended earnings growth estimate now stands at 32.3%. The blended revenue growth estimate for the 204 companies in this index is 4.4% for Q1 2023. Of those companies that have reported their quarterly results so far, 78% announced revenue that exceeded analysts’ expectations and

To date, 144 of the 204 companies in our Retail/Restaurant Index have reported their EPS results for Q1 2023, representing 71% of the index. Of those companies that have reported their quarterly results, 79% announced that profits beat analysts’ expectations, while 1% delivered on-target results and 20% reported earnings that fell below estimates. The Q1 2023 blended earnings growth estimate now stands at 31.6%. The blended revenue growth estimate for the 204 companies in this index is 4.2% for Q1 2023. Of those companies that have reported their quarterly results so far, 78% announced revenue that exceeded analysts’ expectations and

To date, 140 of the 204 companies in our Retail/Restaurant Index have reported their EPS results for Q1 2023, representing 67% of the index. Of those companies that have reported their quarterly results, 79% announced that profits beat analysts’ expectations, while 1% delivered on-target results and 20% reported earnings that fell below estimates. The Q1 2023 blended earnings growth estimate now stands at 30.9%. The blended revenue growth estimate for the 201 companies in this index is 4.3% for Q1 2023. Of those companies that have reported their quarterly results so far, 79% announced revenue that exceeded analysts’ expectations and

The Refinitiv U.S. Retail and Restaurant Q1 earnings index, which tracks changes in the growth rate of earnings within the sector, is expected to show a 25.5% growth over last year’s levels. Our metrics show that seven of 10 consumer-related industries have turned negative (Exhibit 1). Of the 204 retailers tracked by Refinitiv, the Hotels, Restaurant & Leisure sector is headed for the highest earnings growth rate in the first quarter, recording a 3245.6% surge over last year’s level. In fact, it has been the strongest performing sector over the past year as consumers’ preferences have changed towards services. Making

To date, 159 of the 201 companies in our Retail/Restaurant Index have reported their EPS results for Q4 2022, representing 79% of the index. Of those companies that have reported their quarterly results, 65% announced that profits beat analysts’ expectations, while 3% delivered on-target results and 32% reported earnings that fell below estimates. The Q4 2022 blended earnings growth estimate now stands at -22.0%. The blended revenue growth estimate for the 201 companies in this index is 5.7% for Q4 2022. Of those companies that have reported their quarterly results so far, 66% announced revenue that exceeded analysts’ expectations and