Stocks to watch next week: Salesforce, Dollar Tree, Inditex, Frasers Group and Associated British Foods
View original at uk.finance.yahoo.comStocks to watch next week: Salesforce, Dollar Tree, Inditex, Frasers Group and Associated British Foods Earnings season is starting to wind down but there are still a number of major companies due to report results in the coming week…
What we drew from this source
The claims Via News extracted from this document. We point to the source; we don't replace it.
Frasers' elevation strategy drove another record year of profitable growth
80% confidenceMore middle and higher-income consumers were shopping at Dollar Tree stores as inflation and economic uncertainty tightened household budgets; households earning above $100,000 a year contributed more meaningfully to growth in Q2
80% confidenceWhile near-term sentiment remains cautious, optimism could build as AI becomes a more significant part of the story. The key challenge is delivering a material improvement in either growth or margins – a difficult task for a mature business, even with an AI tailwind.
80% confidenceDB's data highlights a weaker Q3 than Q2 in Europe which stacks up with other cautious datapoints on the European consumer
80% confidencePrimark is reaching a size where it perhaps requires laser focus to capitalise on its own growth prospects, particularly overseas where the brand is gaining some real traction
80% confidenceInditex autumn/winter trading had gotten off to a positive start with collections well received by customers; sales up 9% between early August and September versus same period last year
80% confidenceInvestors should keep an eye out for any update on Frasers' 30% stake in Boohoo where the two companies appear to have fought themselves to a standstill
80% confidencePrimark is a jewel in the crown for ABF and is currently responsible for 49% of the company's revenue
80% confidenceMarkets are looking for Salesforce to report around $10.3bn in revenue for the third quarter
80% confidenceDollar Tree expected adjusted EPS for Q3 to be similar to the same period last year
80% confidenceSalesforce heads into next week's third-quarter results after a difficult start to the year and guidance that points to slower growth ahead. The broader software sector has been under pressure, with investors worried about AI-driven disruption.
80% confidenceA soggy UK economy and an extra £50m in costs thanks to changes in national insurance contributions and minimum wages in the 2024 budget have dampened sentiment a bit for Frasers Group
80% confidenceInditex achieved a solid performance in the first half of 2025, with satisfactory sales in a complex market environment and maintaining strong levels of profitability
80% confidencePrimark now competes against Chinese players such as Shein and Temu, while its online offering is still far behind that of Next
80% confidenceDeutsche Bank maintains a hold recommendation on Inditex shares
80% confidenceA separation of ABF's food and retail businesses could make sense, given that the other parts of the business are rather more in keeping with the company name
80% confidenceSalesforce is positioning itself to lead the next phase of enterprise AI through its Agentforce 360 platform and the recently completed acquisition of Informatica
80% confidenceDeutsche Bank data suggests Q3 for Inditex is unlikely to be a stellar quarter; despite strong 9% sales growth start, expected to fade to 4% in back half of quarter giving 6% overall for Q3
80% confidenceABF board has undertaken a review of the group's structure with a view to maximising long-term value; outcome could lead to separation of Primark and food businesses
80% confidence