Earnings Outlook: Week of December 8, 2025
The second week of December is filled with highly anticipated earnings reports across a diverse range of sectors including retail, software, industrials, and semiconductors. With companies from both legacy industries and modern tech releasing results, this week offers a snapshot of how the economy is balancing holiday retail trends, enterprise software growth, and macroeconomic headwinds. From consumer staples like Campbell’s to growth giants like Adobe and Broadcom, investors will be tuning in for updates on Q4 projections and strategic developments.
Monday, December 8, 2025
Monday starts with a modest slate of companies reporting earnings. Before the open, Toll Brothers will release results, offering insight into the housing and real estate market amid fluctuating mortgage rates. As one of the nation’s leading luxury homebuilders, its performance may reflect both demand strength and cost pressures in construction. Later in the day, investors will be watching companies like Mama’s Creations, which specializes in pre-prepared deli and Italian-style foods, and Phreesia, a health tech company focused on patient intake management. Communications provider Ooma and Compass Minerals will also report, with the latter offering clues about demand for agricultural and industrial minerals heading into the new year.
Tuesday, December 9, 2025
Tuesday is one of the busiest days of the week. Before the bell, consumer staples leader Campbell’s is expected to post results, providing a snapshot of how inflation and shifting consumer eating habits are impacting packaged foods. Academy Sports + Outdoors and AutoZone will shed light on retail demand for sporting goods and auto parts, respectively, while SailPoint adds a cybersecurity angle with updates on its identity management solutions.
After the close, investors will turn their attention to GameStop, whose transformation from a legacy retail chain to a digital and collectible-focused brand remains under scrutiny. Cracker Barrel’s performance will be analyzed for insight into casual dining and consumer spending patterns. Other key after-hours reports include AeroVironment, a defense and drone tech firm; Casey’s General Stores, which operates convenience stores across the Midwest; and Braze, a customer engagement platform focused on AI-driven personalization.
Several mid-cap and specialty companies are also on deck, such as ARQIT in quantum encryption, Lakeland Industries in protective apparel, and Dave & Buster’s in entertainment and dining. Cognite and Genasys will offer updates on analytics and public safety tech, while Korn Ferry will report on the labor market and recruitment activity. Discount retailer Ollie’s Bargain Outlet, footwear brand Caleres, and industrial distributor Ferguson round out a packed Tuesday session.
Wednesday, December 10, 2025
Wednesday begins with Chewy’s earnings before the open. The pet e-commerce platform is a key indicator of online retail demand and consumer spending in the pet category. J.Jill will also report, providing insights into women’s apparel and how fashion retailers are faring this season. Uranium Energy Corp will offer data relevant to the energy and nuclear materials sector, while Photronics will deliver results tied to semiconductor photomask manufacturing.
After the bell, attention turns to tech giants Oracle and Adobe. Oracle will likely provide updates on its AI database offerings and cloud business, while Adobe’s results are closely followed for its Creative Cloud and enterprise software performance. Synopsys, a critical player in semiconductor design automation, will also report, adding more detail to the broader chip sector narrative. Planet Labs will release results tied to satellite imagery and data solutions.
Additional after-hours reports include AMTECH, which serves electronics manufacturing; ElecroVaya, a clean energy battery company; and Hellogroup, a Chinese social and entertainment platform. Daktronics will comment on the demand for electronic displays, while VersaBank and Oxford Industries bring updates from banking and branded apparel. Nordson, EXEO, and Skillsoft will contribute data from industrials, connectivity infrastructure, and education software sectors, respectively.
Thursday, December 11, 2025
Thursday kicks off with results from networking and telecom equipment provider Ciena. The company’s earnings could reflect enterprise and service provider investment into next-gen connectivity, including 5G and fiber infrastructure. Manchester United is also set to report, an unusual but high-profile company whose results shed light on global sports revenue streams, media rights, and fan engagement.
After the close, Broadcom takes the spotlight. As one of the largest semiconductor companies, its performance will be examined for trends in AI hardware, networking chips, and enterprise software following its VMware acquisition. Lululemon, a bellwether in premium athletic and lifestyle apparel, will reveal whether it continues to outperform in the face of shifting consumer priorities.
Also reporting are Lovesac and Vera Bradley, two companies that offer a unique lens into home furnishings and fashion accessories, respectively. RH (formerly Restoration Hardware) will share results in the luxury home goods segment. Other important names include Netskope, a cloud security firm; Quanex, a building products company; Mitek, known for digital identity verification; and Kestra Medical, providing insights from the healthcare device field.
Friday, December 12, 2025
The week closes with Johnson Outdoors reporting before the bell. The company, known for brands like Minn Kota and Humminbird, is a good seasonal read on outdoor recreation, fishing, and adventure gear demand. Investors will be looking for indications of how interest in outdoor activities is trending post-pandemic and during a time of economic uncertainty.
Conclusion
This earnings week offers a compelling mix of legacy brands and modern tech players. With major releases from Adobe, Broadcom, Oracle, and Campbell’s, we’ll see how both consumer sentiment and enterprise spending are evolving into the final stretch of 2025. Reports from Lululemon, GameStop, and AutoZone also provide a deeper understanding of retail resilience across apparel, electronics, and automotive. Meanwhile, the industrial and cybersecurity sectors—represented by companies like AeroVironment, Ciena, Synopsys, and Netskope—will offer forward-looking data on infrastructure spending and digital transformation. As the market gears up for year-end positioning, this week’s earnings will be a critical checkpoint across industries.