US Industry Earnings Intelligence

Discount Stores earnings map

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

Forward window13 Aug to 11 Nov 20268 matched companies

Group read

Delivery and earnings growth are broadly constructive

75% of companies with measured latest results beat estimates, while 71% show positive year-on-year EPS growth. Consumer Defensive carries the largest forward market-cap exposure.

Forward events8next 90 days
Market-cap exposure$1.5Tmatched companies
Latest beat breadth75%latest measured quarter
Positive EPS growth71%year on year

Forward exposure

Discount Stores reporting load by date

Count and matched market cap

Delivery

Latest result breadth

75%beat breadth

Timing

Session certainty

100%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.

8 shown
WMTWalmart Inc.Discount Stores
20 Aug7 days
Event risk46/100Elevated
Market cap$944.9BBefore the open
Beat rate50%up to 8 quarters
EPS growth20.8%year on year
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COSTCostco Wholesale CorpDiscount Stores
24 Sep42 days
Event risk18/100Contained
Market cap$445.3BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth12.7%year on year
Open earnings dossier
TGTTarget CorporationDiscount Stores
19 Aug6 days
Event risk44/100Moderate
Market cap$57.7BBefore the open
Beat rate75%up to 8 quarters
EPS growth-17.6%year on year
Open earnings dossier
DGDollar General CorporationDiscount Stores
27 Aug14 days
Event risk38/100Moderate
Market cap$23.0BBefore the open
Beat rate75%up to 8 quarters
EPS growth35.6%year on year
Open earnings dossier
DLTRDollar Tree IncDiscount Stores
2 Sep20 days
Event risk44/100Moderate
Market cap$22.4BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth-year on year
Open earnings dossier
BJBJs Wholesale Club Holdings IncDiscount Stores
21 Aug8 days
Event risk32/100Moderate
Market cap$10.9BBefore the open
Beat rate100%up to 8 quarters
EPS growth-0.3%year on year
Open earnings dossier
PSMTPriceSmart IncDiscount Stores
28 Oct76 days
Event risk20/100Contained
Market cap$5.2BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth11.1%year on year
Open earnings dossier
OLLIOllie's Bargain Outlet HldgDiscount Stores
27 Aug14 days
Event risk30/100Moderate
Market cap$5.0BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth24.1%year on year
Open earnings dossier

Forward company tape

Discount Stores upcoming earnings reports

8 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