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#consumer discretionary

2 reports

Sep 29, 2026

Earnings Recap: Carnival (CCL) Notches Seventh Straight Beat, Raises Full-Year Guidance

Carnival posted record Q3 FY26 revenue and EPS, absorbed $131M in fuel/FX headwinds, and still beat estimates โ€” full-year EPS guidance lifted to $2.24.

Sep 29, 2026

Earnings Recap: CarMax (KMX) Crushes Estimates as Used-Vehicle Volumes Surge

CarMax posted EPS of $1.16 vs. $0.73 expected (+58.6% surprise), with retail and wholesale unit sales up 14.7% and revenue up 19.5% to $7.9B โ€” though gross profit per unit faces pricing pressure.