The Day Ahead is an email and PDF publication that includes the day's major stories and events, analyses and other features. To receive The Day Ahead, Workspace/Eikon users can register at DAY/US. Thomson One users can register at RT/DAY/US. All times in ET/GMT
ON MONDAY
Domino's Pizza is expected to post a rise in fourth-quarter revenue on resilient demand at its pizza stores. Investors will watch out for comments on international demand, value sentiment in the United States, and store opening targets for the year.
Oil and gas producer Diamondback Energy is expected to post a fall in fourth-quarter profit, weighed down by lower commodity prices and weak refining margins. Investors will be on the lookout for commentary on global oil demand growth, the refining market and the impact that U.S. tariffs could have on the company's operations.
REST OF THE WEEK
A host of economic data is due for release in the U.S. The Bureau of Economic Analysis (BEA) of the U.S. Department of Commerce is expected to report on Friday that the personal consumption expenditures (PCE) price index likely rose 0.3% last month, following a similar growth seen in December. In the 12 months through January, PCE price index likely advanced 2.5%, following a 2.6% gain in December. Barring volatile food and energy components, the so-called core PCE price index is projected to have risen 0.3% in January on a monthly basis and 2.6% annually. Moreover, data gauging consumer spending in the month of January is expected to be released the same day. Additionally, the BEA will release its second GDP estimate for the fourth quarter on Thursday, which is forecasted to show a growth of 2.3%. Meanwhile, the GDP deflator preliminary data, accounting for price level changes of all domestically produced goods and services, likely rose 2.2% in the fourth quarter. Furthermore, the Conference Board on Tuesday is expected to report the consumer confidence index fell to 103 this month from 104.1 in January, continuing a weakening trend for the third straight month. Separately, the Commerce Department’s Census Bureau will release its US durable goods data on Thursday, which is polled to have risen 2.5% in January, after falling 2.2% in the prior month. Excluding transport, durable goods likely ticked up 0.3% in the month. Lastly, the Labor Department will release its weekly jobless claims report on Thursday. Initial jobless claims for unemployment benefits likely rose by 1,000 to 220,000 for the week ending February 22. Separately, new single-family homes sales data for January is expected on Wednesday, which will likely show a rise to 680,000 units, comapred to 698,000 units in December.
AI chip leader Nvidia is expected to report a jump in fourth-quarter revenue on Wednesday, potentially marking its slowest growth in seven quarters as it faces tough comparisons. Wall Street is likely to focus on indicators of AI demand persisting as DeepSeek's innovations raise concerns around hefty AI expenditure.
On Tuesday, Federal Reserve Bank of Dallas President Lorie Logan is scheduled to speak before the 2025 Bank of England Agenda for Research Conference: "The Future of the Central Bank Balance Sheet." On the same day, Federal Reserve Bank of Richmond President Thomas Barkin is expected to give a speech on "Inflation Then and Now" before the Rotary Club of Richmond. Federal Reserve Bank of Atlanta President Raphael Bostic will participate in a conversation on the economic outlook and housing before the Urban Land Institute's annual Housing Opportunity Conference in Atlanta on Wednesday. A flurry of central bankers are scheduled to speak on Thursday. Kansas City Federal Reserve President Jeffrey Schmid is set to speak on the economy before morning plenary at the U.S. Department of Agriculture 101st Agricultural Outlook Forum, "Meeting Tomorrow's Challenges, Today,” at Arlington, Virginia. Cleveland Fed President Beth Hammack is due to speak on "Financial Stability" before the Columbia University/Bank Policy Institute: 2025 Bank Regulation Research Conference at New York. Philadelphia Federal Bank President Patrick Harker will speak on the economic outlook before the Lyons Economic Forecast, presented by the University of Delaware's Centre for Economic Education and Entrepreneurship at Newark, Delaware. On Friday, Federal Reserve Bank of Chicago President Austan Goolsbee will participate in a moderated question-and-answer session before the Stanford Institute of Economic Policy Research 2025 SIEPR Economic Summit at Stanford, California.
Dell is expected to report higher fourth-quarter revenue on Thursday, helped by robust demand for its AI-optimized servers. Investors and analysts will be looking for commentary about the demand for personal computers, competition in server market and concerns around tariffs.
Home improvement retailer Home Depot is expected to post a rise in fourth-quarter revenue on Tuesday helped by an expanded professional customer base and small-scale renovation projects. Investors will focus on comments on U.S. tariff impacts, North America demand recovery and cost control measures.
Novavax is expected to give its fourth-qaurter results on Friday, Investor focus will be on the performance of its COVID-19 vaccine, its only product on the market, and its 2025 sales forecast.
Lowe's is expected to post a decline in fourth-quarter revenue on Wednesday, hurt by weakness in spending on the home improvement retailer's furnishings. Investors will watch for comments on demand recovery and any impact from tariffs. Separately, TJX is expected to report a decline in fourth-quarter revenue on Wednesday hurt by low consumption on non-essential goods such as apparel and footwear amid sticky inflation. Investors will look out for comments on annual forecasts, holiday season sales and strategies to thwart competition.
Norwegian Cruise Line Holdings is expected to post a jump in fourth-quarter revenue on Thursday as demand for cruise vacations remains resilient. Investors will watch for comments on any impact from U.S. federal income tax on the industry, insights on current quarter trends as well as cost control benefits to margin.
Business software provider Salesforce is expected to report a modest rise in fourth quarter revenue while its next fiscal year hinges on the performance of its artificial intelligence Agentforce platform.
Bath & Body Works is expected to report a decline in fourth-quarter revenue on Thursday as consumers favor cheaper alternatives, hurting demand for its fragrances and scented candles. Investors will look out for comments on annual forecasts, promotional activities and new products.
Beyond Meat is expected to post a rise in fourth-quarter revenue on Wednesday, helped by recovering demand for its plant-based meat patties. Investors will look for comments on pricing actions, demand as well as annual forecasts.
JM Smucker is expected to report a slight decline in third-quarter revenue on Thursday as consumers switch to lower-priced private label brands amid still-high prices. Investors will look out for comments on annual forecasts and pricing strategies. Additionally, packaged food producer Hormel Foods is expected to report a fall in first-quarter revenue on Thursday hurt by weak consumer spending due to high product prices. Investors will watch for comments on demand recovery, and any impact from turkey, pork and avocado commodity prices.
Keurig Dr Pepper is expected to report a rise in fourth-quarter revenue on Tuesday helped by steady demand for its energy drinks and sodas. Investors will look out for comments on annual forecasts, pricing and product development, and impacts of the Make America Healthy Again initiative
Bank of America CEO Brian Moynihan will speak at the Economic Club of Washington, D.C. event on Tuesday.
Instacart is expected to post a rise in fourth-quarter revenue on Tuesday, helped by an uptick in orders on its grocery delivery platforms. Investors will look for comments on growth in orders during the holiday quarter, investments as well as annual forecasts.
On the Canadian economic front, the country's fourth-quarter GDP and curent account data are due for release. On Friday, Statistics Canada is set to report that the country's economy expanded 1.9% in the fourth quarter and 0.3% in December.
In Latin America, Brazil's IPCA-15 mid-month consumer price index for February is due on Tuesday and the country's IGP-M inflation index for February and current account figures for January are scheduled for release on Thursday. Separately, Argentina's annualized retail sales figures for December is slated for release on Wednesday and December's economic activity data is due on Tuesday. Additionally, Chile's jobless rate and manufacturing output data for January are expected to be out on Friday.
(Compiled by Mohammed Nihaal T S; Editing by Shreya Biswas)
((Mohammed.NihaalTS@thomsonreuters.com;))
免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。