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The 2026 Q3 earnings season begins to heat up this week.
Several consumer-facing companies, including LEVI, STZ, and PEP, are all scheduled to report.
The Q3 cycle will shift into a much higher gear when the big banks start reporting near mid-October.
The Q3 earnings cycle is heating up, with several notable companies set to unveil quarterly results this week.
PepsiCo (PEP - Free Report) , Levi Strauss (LEVI - Free Report) , and Constellation Brands (STZ - Free Report) stand out on the docket, with each release providing an important read on consumer demand.
PepsiCo
PepsiCo is scheduled to release its Q3 results on Thursday, October 8th, before the market opens. Its latest quarterly results were positive, with net revenue climbing 6.4% YoY to $24.2 billion. Organic revenue grew 2.4%, and the company reaffirmed its full-year financial guidance.
The upcoming release will provide an important update on the health of its North American business, particularly given continued affordability concerns among consumers. Volume trends will be key, with PepsiCo leaning on innovation, portion sizes, and its broad product portfolio to support demand.
Levi Strauss
Levi Strauss is set to unveil its Q3 results on Wednesday, October 7th. The company entered the release with solid momentum, posting 8% reported revenue growth and 6% organic growth in its latest quarter. Adjusted EPS jumped 27% YoY to $0.28, with Levi also raising its full-year revenue and EPS outlook.
Continued progress in its direct-to-consumer strategy will be a major focus, as Levi continues its broader push to evolve into a more diversified denim lifestyle company. Geographic trends will also be worth watching, with current estimates calling for growth across the Americas, Europe, and Asia.
Constellation Brands
Constellation Brands is scheduled to report Tuesday, October 6th, after the market close, unveiling its fiscal Q2 results. Its latest quarterly results were somewhat mixed, with reported sales falling 3% YoY to $2.4 billion, largely reflecting prior wine divestitures. Still, its Beer segment delivered 2% sales growth.
Importantly, management maintained its fiscal 2027 comparable EPS outlook of $11.20-$11.90 per share. The upcoming print should provide another useful read into beer demand, with Modelo, Corona, and Pacifico remaining important drivers.
Bottom Line
The Q3 earnings season will soon shift into a much higher gear, but PepsiCo (PEP - Free Report) , Levi Strauss (LEVI - Free Report) , and Constellation Brands (STZ - Free Report) stand out among this week’s notable releases as we inch closer to the heart of the period.
All three will offer fresh reads on consumer spending, with volume trends, brand momentum, and management commentary likely to be the main focus.
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Image: Bigstock
3 Consumer-Facing Stocks Reporting This Week
Key Takeaways
The Q3 earnings cycle is heating up, with several notable companies set to unveil quarterly results this week.
PepsiCo (PEP - Free Report) , Levi Strauss (LEVI - Free Report) , and Constellation Brands (STZ - Free Report) stand out on the docket, with each release providing an important read on consumer demand.
PepsiCo
PepsiCo is scheduled to release its Q3 results on Thursday, October 8th, before the market opens. Its latest quarterly results were positive, with net revenue climbing 6.4% YoY to $24.2 billion. Organic revenue grew 2.4%, and the company reaffirmed its full-year financial guidance.
The upcoming release will provide an important update on the health of its North American business, particularly given continued affordability concerns among consumers. Volume trends will be key, with PepsiCo leaning on innovation, portion sizes, and its broad product portfolio to support demand.
Levi Strauss
Levi Strauss is set to unveil its Q3 results on Wednesday, October 7th. The company entered the release with solid momentum, posting 8% reported revenue growth and 6% organic growth in its latest quarter. Adjusted EPS jumped 27% YoY to $0.28, with Levi also raising its full-year revenue and EPS outlook.
Continued progress in its direct-to-consumer strategy will be a major focus, as Levi continues its broader push to evolve into a more diversified denim lifestyle company. Geographic trends will also be worth watching, with current estimates calling for growth across the Americas, Europe, and Asia.
Constellation Brands
Constellation Brands is scheduled to report Tuesday, October 6th, after the market close, unveiling its fiscal Q2 results. Its latest quarterly results were somewhat mixed, with reported sales falling 3% YoY to $2.4 billion, largely reflecting prior wine divestitures. Still, its Beer segment delivered 2% sales growth.
Importantly, management maintained its fiscal 2027 comparable EPS outlook of $11.20-$11.90 per share. The upcoming print should provide another useful read into beer demand, with Modelo, Corona, and Pacifico remaining important drivers.
Bottom Line
The Q3 earnings season will soon shift into a much higher gear, but PepsiCo (PEP - Free Report) , Levi Strauss (LEVI - Free Report) , and Constellation Brands (STZ - Free Report) stand out among this week’s notable releases as we inch closer to the heart of the period.
All three will offer fresh reads on consumer spending, with volume trends, brand momentum, and management commentary likely to be the main focus.