US Industry Earnings Intelligence

Specialty Retail earnings map

Forward reporting exposure, estimate delivery, earnings growth and company-level event concentration.

Forward window12 Aug to 10 Nov 202625 matched companies

Group read

The earnings tape is mixed beneath the calendar load

64% of companies with measured latest results beat estimates, while 40% show positive year-on-year EPS growth. Consumer Cyclical carries the largest forward market-cap exposure.

Forward events25next 90 days
Market-cap exposure$170.5Bmatched companies
Latest beat breadth64%latest measured quarter
Positive EPS growth40%year on year

Forward exposure

Specialty Retail reporting load by date

Count and matched market cap

Delivery

Latest result breadth

64%beat breadth

Timing

Session certainty

76%estimate coverage

Growth breadth

Positive versus contracting

Company size

Capital at risk by tier

Company attention queue

Most consequential upcoming reports

Ordered by market capitalisation so the largest potential peer and index read-through appears first.

18 shown
CASYCaseys General Stores IncSpecialty Retail
14 Sep33 days
Event risk26/100Moderate
Market cap$29.1BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth30.7%year on year
Open earnings dossier
WSMWilliams-Sonoma IncSpecialty Retail
26 Aug14 days
Event risk30/100Moderate
Market cap$23.4BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth-0.2%year on year
Open earnings dossier
ULTAUlta Beauty IncSpecialty Retail
27 Aug15 days
Event risk28/100Moderate
Market cap$22.2BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth-0.3%year on year
Open earnings dossier
DKSDick’s Sporting Goods IncSpecialty Retail
25 Aug13 days
Event risk28/100Moderate
Market cap$20.4BBefore the open
Beat rate88%up to 8 quarters
EPS growth-21.6%year on year
Open earnings dossier
TSCOTractor Supply CompanySpecialty Retail
22 Oct71 days
Event risk18/100Contained
Market cap$16.5BTime unconfirmed
Beat rate25%up to 8 quarters
EPS growth-6.9%year on year
Open earnings dossier
BBYBest Buy Co. IncSpecialty Retail
27 Aug15 days
Event risk20/100Contained
Market cap$16.4BBefore the open
Beat rate88%up to 8 quarters
EPS growth29.4%year on year
Open earnings dossier
FIVEFive Below IncSpecialty Retail
26 Aug14 days
Event risk51/100Elevated
Market cap$12.6BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth67.3%year on year
Open earnings dossier
GMEGameStop Corp.Specialty Retail
8 Sep27 days
Event risk49/100Elevated
Market cap$9.8BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth266.4%year on year
Open earnings dossier
BBWIBath & Body Works Inc.Specialty Retail
27 Aug15 days
Event risk29/100Moderate
Market cap$4.1BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth-10.9%year on year
Open earnings dossier
MNSOMiniso Group Holding LtdSpecialty Retail
20 Aug8 days
Event risk45/100Elevated
Market cap$4.0BTime unconfirmed
Beat rate38%up to 8 quarters
EPS growth-17.0%year on year
Open earnings dossier
ASOAcademy Sports Outdoors IncSpecialty Retail
1 Sep20 days
Event risk32/100Moderate
Market cap$3.4BTime unconfirmed
Beat rate38%up to 8 quarters
EPS growth-1.2%year on year
Open earnings dossier
RHRHSpecialty Retail
10 Sep29 days
Event risk44/100Moderate
Market cap$2.7BTime unconfirmed
Beat rate25%up to 8 quarters
EPS growth22.6%year on year
Open earnings dossier
EYENational Vision Holdings IncSpecialty Retail
12 Aug0 days
Event risk55/100Elevated
Market cap$1.4BBefore the open
Beat rate100%up to 8 quarters
EPS growth-year on year
Open earnings dossier
WINAWinmark CorporationSpecialty Retail
14 Oct63 days
Event risk17/100Contained
Market cap$1.4BTime unconfirmed
Beat rate0%up to 8 quarters
EPS growth-1.3%year on year
Open earnings dossier
WOOFPet Acquisition LLCSpecialty Retail
27 Aug15 days
Event risk44/100Moderate
Market cap$976.4MTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth-year on year
Open earnings dossier
BWMXBetterware de México, S.A.P.I. de C.V.Specialty Retail
22 Oct71 days
Event risk38/100Moderate
Market cap$644.7MTime unconfirmed
Beat rate43%up to 8 quarters
EPS growth34.3%year on year
Open earnings dossier
BBWBuild-A-Bear Workshop IncSpecialty Retail
27 Aug15 days
Event risk35/100Moderate
Market cap$468.1MTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth-0.8%year on year
Open earnings dossier
BNEDBarnes & Noble Education IncSpecialty Retail
3 Sep22 days
Event risk44/100Moderate
Market cap$348.6MTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth-year on year
Open earnings dossier

Forward company tape

Specialty Retail upcoming earnings reports

25 shown

Interpretation

How to read group earnings intelligence

Calendar concentration

Counts show operational density. Market-cap exposure identifies dates with greater potential for peer and index read-through.

Delivery breadth

Only the latest measured result per matched company enters the breadth split, preventing long-history companies from dominating.

Growth breadth

Positive year-on-year EPS growth is kept separate from estimate surprise because growth and expectations answer different questions.

Decision use

The page helps prioritise research and event risk. It does not determine whether to buy, sell or expect a directional reaction.

Evidence context