Earnings Season - Who wins, who loses?
An overview of what lies ahead for earnings season
As we embark upon yet another earnings, there’s a number of important considerations to keep in mind.
Last quarter, we saw a number of themes play out - inflation, margin compression, rising wage costs and freight costs, not to mention missed estimates and downward revisions. In fact, we saw many of these themes begin to gather steam even during the earnings season before that, i.e., Q4, 2021.