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Month: October 2025

Nike Post Earnings: EPS Estimates Didn’t Increase Much, Probably Thanks to the Higher Tariffs

October 5, 2025 Brian Gilmartin Leave a comment

Nike (NKE) reported their fiscal Q1 ’26 financial results last Tuesday night, September 30, ’25, and while the stock rose…

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Posted in: NKE

SP 500 Earnings: The Relentless – but Still Measured – Rally in the SP 500

October 4, 2025 Brian Gilmartin Leave a comment

The quarterly bump hit the earnings data this week, as the new forward 4-quarter estimate for the SP 500 rolled…

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Posted in: Coca-Cola (KO), Weekly Earnings Update

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Fundamentalis

  • Peak Crude Oil ? Quick Look at SP 500 EPS Data
  • Coca-Cola: Earnings Quality Still Not Great
  • Market’s Rotation A Lot Like March, 2000, with One Major Difference
  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty
  • Style-Box Update: Value Outperforms Across All Market-Caps

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