Newsquawk Daily US Earnings Estimates - 20th August 2026: DE, WMT, BABA

S&P 500

Deere & Company (DE) EPS (exp. 4.69), Revenue (exp. 10.81bln), Next Qtr. EPS (exp. 4.46), Next Qtr. Rev. (exp. 10.97bln), Current FY EPS (exp. 18.09), Current FY Rev. (exp. 41.64bln), Next FY EPS (exp. 22.38), Next FY Rev. (exp. 44.77bln) 11:20BST/06:20EDT

Walmart Inc. (WMT) EPS (exp. 0.74), Revenue (exp. 186.72bln), Next Qtr. EPS (exp. 0.68), Next Qtr. Rev. (exp. 188.22bln), Current FY EPS (exp. 2.90), Current FY Rev. (exp. 752.19bln), Next FY EPS (exp. 3.27), Next FY Rev. (exp. 787.01bln) 12:00BST/07:00EDT

Ross Stores Inc. (ROST) EPS (exp. 1.94), Revenue (exp. 6.15bln), Next Qtr. EPS (exp. 1.73), Next Qtr. Rev. (exp. 5.96bln), Current FY EPS (exp. 7.87), Current FY Rev. (exp. 25.24bln), Next FY EPS (exp. 8.65), Next FY Rev. (exp. 26.85bln) 21:00BST/16:00EDT

Nasdaq 100

Walmart Inc. (WMT) EPS (exp. 0.74), Revenue (exp. 186.72bln), Next Qtr. EPS (exp. 0.68), Next Qtr. Rev. (exp. 188.22bln), Current FY EPS (exp. 2.90), Current FY Rev. (exp. 752.19bln), Next FY EPS (exp. 3.27), Next FY Rev. (exp. 787.01bln) 12:00BST/07:00EDT

Ross Stores Inc. (ROST) EPS (exp. 1.94), Revenue (exp. 6.15bln), Next Qtr. EPS (exp. 1.73), Next Qtr. Rev. (exp. 5.96bln), Current FY EPS (exp. 7.87), Current FY Rev. (exp. 25.24bln), Next FY EPS (exp. 8.65), Next FY Rev. (exp. 26.85bln) 21:00BST/16:00EDT

Other

Alibaba Group Holding (BABA) EPS (exp. 10.73), Revenue (exp. 268.34bln), Next Qtr. EPS (exp. 9.82), Next Qtr. Rev. (exp. 269.7bln), Current FY EPS (exp. 44.27), Current FY Rev. (exp. 1.12tln), Next FY EPS (exp. 61.16), Next FY Rev. (exp. 1.26tln) BMO

Context

This is a pre-open estimates schedule rather than a result, so the content is the calendar itself: Deere and Walmart before the cash open, Ross after the close, Alibaba before the US open. A grouping of this kind has historically functioned as a consumer and capex cross-read in a single session: Walmart as the staple and discretionary demand bellwether, Ross as the off-price and lower-income consumer proxy, and Deere as the read on farm incomes and agricultural equipment cycles, which tend to move on the order book and dealer inventories rather than the headline print. The established pattern with mega-cap retail is that guidance and commentary on traffic versus ticket, inventory position and margin mix drive the move more than the quarterly beat or miss, and Walmart in particular has tended to set the tone for the wider consumer complex on the day. Alibaba sits in a different case entirely, trading on China consumption signals, cloud momentum and the regulatory backdrop rather than anything shared with the US names. The tells to note are revisions into the prints and any skew in options pricing around Walmart, which has in past episodes carried outsized index weight in the consumer narrative for the session.

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