• PCE inflation information, FED speakers, Trump’s tariff news will be focused this week.
• A strong presence of Lululemon brand, innovative product lines and effective marketing strategies are positioned favorably for a robust earning report.
• The odds of Dollar Tree Growth of Sales Growth suggest a cautious approach, which potentially makes it inventory for sale.
The US shares ended up a little more on Friday, with the main indexes recorded the fifth week of losses, after President Donald Trump hinted at “flexibility” at the upcoming reciprocal tariffs.
In a week, the industrial average Dow Jones jumped 1.2%, the S&P 500 received 0.5%, while the technologically heavy Nasdaq composite increased 0.2%.
Source: Investing.com
The week ahead of us will be expected to be another busy because investors continue to assess the prospects for economics, inflation, interest rates and corporate earnings in the midst of the trade war of President Trump.
The most important thing in the economic calendar will be the basic PCE price index, which is a favorite measurement of Fed inflation. It will be accompanied by the heavy slate of speakers of FED, including Governor District of Tom Barkin, Raphael Bostic, Neel Kashkari and Alberto Musalem, all have been posted to public appearances.
Source: Investing.com
Elsewhere, on the Earnings DoCket, There Are Just A Handful of Corporate Results Due, Including Lululemon (NAMAQ: Lulu), Gamestop (Nyse: GME), Chewy (Nyse: Chwy), McCormick (Nyse: MkC) Tree (Nasdaq: Dltr).
No matter what direction the market goes, below I emphasize one stock that is likely to be demand and the other that could see the fresh side. Remember, however, my time frame is only For the week ahead, Monday, March 24 – Friday, March 28.
Lululemon, Canadian Athletic Clothing Diva, prepares to discover earnings in the fourth quarter on Thursday at 16:05 et. According to the option of option, traders prices prices in swing of about 10% in any direction for pipe supplies after printing. The shares increased 16.7% after the latest earning report came out in December.
Known for its innovative products, strong brands loyalty and expansion on the market, Lululemon has long been a favorite among investors and analysts. Recent optimism is obvious, with estimates of gaining revised in an increase of 26 times in the weeks that have led to reports – compared to the audits of zero down, according to InvestingPro.
Source: InvestingPro
The company is expected to report better than earnings and guidelines, guided by several key factors. Consensus assessments call for lululemon to earn an earning of Q4 per share of $ 5.87, which increased by 11% compared to EPS of $ 5,29 in the period before before.
In the meantime, sales are expected to increase $ 11.5% per year to $ 3.58 billion, as Atlesure the manufacturer enjoyed a strong holiday season in the midst of a robust consumer demand for his yoga equipment and sportswear.
Although investors are calculated for less guidance, the belief that the Lululemon administration will provide better than the prospect of the current fiscal year because it benefits from improved supplies of supplies and promising bases. In addition, the expansion of the company to new markets, both at home and abroad, and its continuous innovations in the product line and fabrics expanded its attraction, using a growing trend of athletes.
Source: Investing.com
Lulu shares ended on Friday at $ 322.62. The anniversaries are reduced by 15.6%, the less the wider market they do in the same time frame. Lululemon has a market cap of about $ 39 billion, making it one of the most valuable athletic clothing companies in the world.
It should be noted that Lulululemon shows extremely financial health with a total grade of 3.06, earning a “great” rating according to Metric measuring information investingPRO. The company is particularly excellent at profitability with impressive 4.35 results. The pipe also has a strong effect in the production of cash flow (3,59) and growth metrics (3,47).
On the other hand, Dollar Tree is preparing for a busy week because he is preparing to publish his financial results in the fourth quarter on Wednesday at 6:30 am. A discount trader that moves with many negative winds that have influenced his business.
Market participants expect significant momentum in DLTR shares after the report falls, with a possible implied move of about 14% in any direction towards the option of options. Market Operators of the Chesapeke variety, Virginia are under pressure, and the InvestingPro survey reveals that analysts have reduced their profit assessments by over 20% in the last 90 days.
Source: InvestingPro
This bear mood reflects concern about Dollar Tree’s ability to move in a more competitive discount sector, especially since consumer consumption changes towards larger, established players who offer better offers and a wider selection of products.
Dollar Tree is expected to publish a profit of $ 2.20 in the fourth quarter, a $ 13.7% will fall from EPS of $ 2.55 in the period before before. Revenues are recorded by 4.7% compared to the year up to $ 8.23 billion in the midst of fierce competition from retail giants such as Walmart (NYSE: WMT) and Amazon (NAMAQ: AMZN), as well as Chinese platforms for the E-Land theme.
Looking in advance, I expect that the seller will provide disappointing year -round sales and income instructions for heavy macro climate. Adherence to the price of Dollar Tree for the price of $ 1, although iconic, it became increasingly unsustainable despite inflation, limiting their ability to transfer costs to consumers.
Source: Investing.com
The DLTR section closed on Friday to $ 66.75. In current estimates, Dollar Tree has a market border of $ 14.3 billion, making it the second largest US dollar trade in the country after Dollar General (NYSE: DG). The shares, which are traded below their key movable average, are reduced by 11% in 2025.
It is not surprising that the investments in the AI quantitative model price Dollar Tree with a ‘honest’ financial health result of 2.08, citing concerns about the weakening of the profit margin, the growth of sales and reduction of free cash flow.
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Detection: At the time of writing I have long been on S&P 500, and Nasdaq 100 via SPDR® S & P 500 ETF (SPY) and Invesco QQQ Truist ETF (QQQ). Also long on Invesco Top QQQ ETF (QBIG), Invesco S & P 500 equal to the weight of ETF (RSP) and Vaneck Vectors Semiconductor ETF (SMH).
I regularly balance my portfolio of individual shares and ETF based on continuous risk assessment and macroeconomic environment and financial resources.
The views discussed in this article are only the opinion of the author and should not be considered as an advice on investment.
Follow Jesse Cohen on X/Twitter @Jessecoheninv For multiple analyzes of stock markets and insights.
