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

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,

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

To date, 169 of the 194 companies in our Retail/Restaurant Index have reported their EPS results for Q3 2024, representing 87% of the index. Of those companies that have reported their quarterly results, 63% announced profits that beat analysts’ expectations, while 4% delivered on-target results and 33% reported earnings that fell below estimates. The Q3 2024 blended earnings growth estimate now stands at 7.5%. 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, 52% announced revenue that exceeded analysts’ expectations and

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

To date, 157 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, 64% announced profits that beat analysts’ expectations, while 4% delivered on-target results and 32% reported earnings that fell below estimates. The Q3 2024 blended earnings growth estimate now stands at 7.4%. 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

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

As the biggest U.S. retailer, Walmart is a bellwether for the American consumer. As a big importer of Chinese goods, it’s also an indicator of how financial markets are thinking about incoming President Donald Trump’s policies on tariffs. The company’s quarterly results released on Tuesday – and the reaction of shareholders – suggest investors are betting it can weather another outbreak of trade hostilities. The $700 billion company said revenue for the quarter ending October increased 6% year-over-year to $170 billion. More people, especially those in higher-income brackets, are shopping at Walmart’s stores, and on its website: e-commerce sales popped by more

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

To date, 135 of the 194 companies in our Retail/Restaurant Index have reported their EPS results for Q3 2024, representing 70% 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

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

WASHINGTON, DC – The LSEG/Ipsos Primary Consumer Sentiment Index for October 2024 is at 55.6. Fielded from September 20 – October 4, 2024, the Index is up 0.6 point from last month. The index has increased slightly after showing stability last month. It is now more than three points higher than its reading from this time last year, and nearly three points above its reading to begin 2024. Upload the full report here.