Pre-Market Earnings Report for September 3, 2025 : DLTR, CPB, M, REVG, CXM, JILL

Ahead of their July 31, 2025 quarter earnings reports on September 3, several companies show varied consensus forecasts. Discount retailers Dollar Tree (DLTR), Macy's (M), and J. Jill (JILL) anticipate significant year-over-year EPS declines, with Macy's projecting a 64.15% decrease. Conversely, REV Group (REVG) and Sprinklr (CXM) expect strong EPS growth, with CXM forecasting a 300% increase, reflecting high market growth expectations evidenced by their P/E ratios relative to industry averages. Campbell's (CPB) forecasts a modest EPS decrease but has consistently beaten estimates in the past year, offering a nuanced outlook among the reporting firms.

Analysis

An analysis of upcoming earnings reports reveals a stark divergence in expectations across sectors. The retail segment, including Dollar Tree (DLTR), Macy's (M), and J. Jill (JILL), faces significant headwinds, with consensus forecasts projecting substantial year-over-year EPS declines of 43.28%, 64.15%, and 31.43%, respectively. Macy's situation is particularly concerning, compounded by a recent history of missing consensus by a wide margin (-42.86% in Q4 2024). However, the forward P/E ratios for Macy's (7.31) and J. Jill (6.05) are well below industry averages, suggesting that the market has already priced in a high degree of pessimism. In contrast, Sprinklr (CXM) and REV Group (REVG) are positioned for strong growth, with anticipated EPS increases of 300.00% and 24.44%. This optimism is reflected in their premium valuations, with forward P/E ratios of 57.60 for CXM and 23.44 for REVG, both significantly above their respective industry norms and implying high investor expectations for future growth. Campbell's (CPB) presents a more nuanced case; while a modest EPS decrease of 9.52% is expected, the company has a strong track record of beating analyst estimates over the past year and trades at a P/E of 10.90, a notable discount to its industry's 17.30.

Key Decisions for Investors

• For retailers Macy's and J. Jill, where deeply negative sentiment is reflected in low P/E ratios, investors should watch for any earnings or guidance that is less negative than expected, as this could serve as a catalyst for a relief rally.