Newsquawk Daily US Earnings Estimates - 1st October 2026: ACN, NKE

Accenture is the sector's bellwether for enterprise and consulting demand: its bookings, outsourcing versus consulting mix, and any commentary on generative AI work have historically set the tone for the broader IT services peer set, with the stock prone to outsized moves when full-year guidance is trimmed rather than when the quarter itself misses. Nike reports after the close and remains a read on North America wholesale trends, China demand, and margin repair under its ongoing turnaround, an episode that has played out across several recent prints with inventory levels and direct-to-consumer mix as the operative variables. McCormick opens the session and offers a steadier gauge of pricing power against volume in packaged food. The usual sequence applies: the print matters less than the forward guidance and the call, and the post-close timing of Nike leaves its first clean price discovery to the evening session and the following open. Cross-reads run from Accenture into Indian and European IT services names and from Nike into apparel and retail supply chains.