Costco, Dell, Ulta and Dollar General Earnings – NBC Connecticut

• CNBC’s Jim Cramer led investors throughout next week on Wall Street with earnings reports from several large retailers.
• “We have some very exciting reports from companies next week that are focused on whether the consumer is tired, maybe taking a break and trying to figure out what to do, we’re not entirely sure,” he said.

After a week focused on Nvidia, CNBC’s Jim Cramer said investors should prepare for a shift in focus from the AI ​​giant to retailers. He pointed to a list of upcoming earnings reports from companies like Costco and Dollar General.

“We have some very exciting reports from companies next week that are focused on whether the consumer is tired, maybe taking a break and trying to figure out what to do, we’re not entirely sure,” he said.

Cava will report on Tuesday, and Cramer said he will wait to see whether the Mediterranean fast food chain deserves the massive stock increase.

Wednesday brings reports from Abercrombie & Fitch, Dick’s Sporting Goods and Salesforce. Cramer noted that shares of both retail companies have been climbing quite high since the beginning of the year, and added that he wouldn’t be surprised if Dick’s saw a solid quarter and continued share gains. He said Salesforce “does a lot of things right, but doesn’t take credit for them.” I wonder if the next quarter could increase the stock’s value.

Toast’s investor day is also on Wednesday, and Cramer said the company’s stock could rise if the company can prove business hasn’t slowed.

On Thursday, Cramer will review earnings reports for Dollar General and Burlington stores. He said both off-price retailers are good buys when consumers are nervous. Cramer said he doesn’t expect great results from Best Buy or Foot Locker on Thursday, but added that both companies’ stocks could eventually move, especially if the electronics retailer sells new PCs with AI capabilities in the fall.

Kohl’s, Cracker Barrel, Gap, Marvell Technology, Ulta, Dell and Costco also reported Thursday. Cramer said Kohl’s has been rocky, but the brand’s rebranding could start to pay off this quarter. He liked what Cracker Barrel management had to say, but suggested the company would be a “work in progress” for many years. Cramer said he expects positive quarters from Costco, Dell and Gap, noting the grocery giant is performing well even in difficult consumer conditions.

Finally, on Thursday, Cramer will wait to see if Cloudflare can return at investor day.

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Disclaimer CNBC Investing Club Charitable Trust owns shares of Nvidia, Costco, Footlocker, Salesforce and Best Buy.

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