Read the story behind the quarter.
Income statement, balance sheet, and cash flow—connected to the customer situation, marketing choices, operating indicators, and real competitive alternatives.
Five reports to start with
Walmart FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Walmart reported $713B in revenue and $32B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · COSTCostco Wholesale FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Costco Wholesale reported $275B in revenue and $10.5B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · PGProcter & Gamble FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Procter & Gamble reported $84.3B in revenue and $20.2B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · KOThe Coca-Cola Company FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
The Coca-Cola Company reported $49B in revenue and $11.5B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · NKENIKE FY2026 Earnings: How product innovation, sport culture, wholesale, and direct demand shaped growth and margin
NIKE reported $46.3B in revenue and $4.2B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →24 earnings analyses
Primary sources · US GAAP · USD millions
Walmart FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Walmart reported $713B in revenue and $32B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · COSTCostco Wholesale FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Costco Wholesale reported $275B in revenue and $10.5B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · KOThe Coca-Cola Company FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
The Coca-Cola Company reported $49B in revenue and $11.5B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · PGProcter & Gamble FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Procter & Gamble reported $84.3B in revenue and $20.2B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · NKENIKE FY2026 Earnings: How product innovation, sport culture, wholesale, and direct demand shaped growth and margin
NIKE reported $46.3B in revenue and $4.2B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · GISGeneral Mills FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
General Mills reported $18.4B in revenue and $886M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · DECKDeckers Outdoor FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Deckers Outdoor reported $5.5B in revenue and $1.3B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · RLRalph Lauren FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Ralph Lauren reported $8.1B in revenue and $1.2B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · ELFe.l.f. Beauty FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
e.l.f. Beauty reported $1.6B in revenue and $74M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →2026?9?? ?2??? · SBUXStarbucks 2026?9?? ?2??? Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Starbucks reported $38B in revenue and $5B in operating profit for 2026?9?? ?2???. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · LOWLowe's FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Lowe's reported $86.3B in revenue and $10.2B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · HDThe Home Depot FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
The Home Depot reported $164.7B in revenue and $20.9B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · BBYBest Buy FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Best Buy reported $41.7B in revenue and $1.4B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · LULUlululemon athletica FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
lululemon athletica reported $11.1B in revenue and $2.2B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · TGTTarget FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Target reported $104.8B in revenue and $5.1B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · YETIYETI Holdings FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
YETI Holdings reported $1.9B in revenue and $214M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · CLColgate-Palmolive FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Colgate-Palmolive reported $20.4B in revenue and $3.3B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · KHCKraft Heinz FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Kraft Heinz reported $24.9B in revenue and -$4.7B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · CROXCrocs FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Crocs reported $4B in revenue and $150M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · MDLZMondelez International FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Mondelez International reported $38.5B in revenue and $3.5B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · COTYCoty FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Coty reported $5.9B in revenue and $241M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY25 · NKENIKE FY25 Earnings: How product innovation, sport culture, wholesale, and direct demand shaped growth and margin
NIKE reported $46.3B in revenue and $4.3B in operating profit for FY25. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY24 · NKENIKE FY24 Earnings: How product innovation, sport culture, wholesale, and direct demand shaped growth and margin
NIKE reported $51.4B in revenue and $6.3B in operating profit for FY24. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY23 · NKENIKE FY23 Earnings: How product innovation, sport culture, wholesale, and direct demand shaped growth and margin
NIKE reported $51.2B in revenue and $6.6B in operating profit for FY23. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
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