📊 Market Snapshot 📈
🇺🇸 S&P 500: -1.48% (6 months), +12.09% (1 year), +87.87% (5 years)
🇨🇦 TSX Composite: +2.87% (6 months), +18.89% (1 year), +66.70% (5 years)
🐄 Russell 2000: -11.49% (6 months), +4.04% (1 year), +41.48% (5 years)
🗓 Upcoming Key Earnings to Watch for the Week of June 9–13, 2025
Monday, June 9
🏪 Casey’s General Stores (CASY) 📢 Overview: Casey’s will report fiscal Q4 2025 results before the market opens on June 9, with analysts forecasting EPS of $1.95 on revenue of $3.95 billion. 📊 Why It’s Important: A 17% year-over-year decline in earnings (from $2.35) alongside a 10% sales gain underscores the impact of the $1.1 billion Fikes Wholesale acquisition and cost synergies on profitability.
🍋 Limoneira Co (LMNR) 📢 Overview: Limoneira is set to release Q2 2025 earnings on June 9, with consensus revenue of $38.70 million and EPS of –$0.03. 📊 Why It’s Important: Citrus market pricing, weather-related crop yields and input-cost management will drive growth and margin performance in its agri-business.
📚 Skillsoft Corp (SKIL) 📢 Overview: Skillsoft will report its quarter ending April 30 on June 9, with revenue expected to fall to $123.5 million and a loss of $2.65 per share. 📊 Why It’s Important: Subscription renewal rates and corporate-training demand will signal the health of its digital-learning franchise amid mixed “hold” analyst sentiment.
📡 Comtech Telecommunications (CMTL) 📢 Overview: Comtech will unveil Q3 2025 results after the close on June 9, with analysts projecting EPS of –$0.30 and revenue of $124.12 million. 📊 Why It’s Important: Trends in network-equipment orders, defense spending and margin leverage from cost-efficiency initiatives will determine its turnaround prospects.
Tuesday, June 10
🏟 Academy Sports & Outdoors (ASO) 📢 Overview: ASO is scheduled to report Q1 fiscal 2025 results before market open on June 10, with EPS estimated at $0.91 and revenue of $1.37 billion. 📊 Why It’s Important: The impact of the Jordan Brand launch, digital upgrades and traffic trends will reveal momentum in sports-equipment and outdoor categories.
🌱 United Natural Foods (UNFI) 📢 Overview: UNFI will announce its fiscal Q3 2025 results on June 10 following a Q2 net-sales gain of 4.9%. 📊 Why It’s Important: Investors will focus on adjusted EBITDA improvement, private-label growth and supply-chain efficiencies as management executes its multi-year plan.
🚰 Core & Main (CNM) 📢 Overview: Core & Main will report Q4 2025 earnings on June 10, with Zacks forecasting EPS of $0.52. 📊 Why It’s Important: Execution on municipal- and utility-infrastructure projects and pricing pass-through will drive top-line growth and margin resilience.
🎮 GameStop Corp (GME) 📢 Overview: GameStop will release Q1 2025 results after market close on June 10, with analysts expecting EPS of $0.04—potentially boosted by unrealized Bitcoin gains. 📊 Why It’s Important: Treasury-reserve Bitcoin gains and the evolution of its retail footprint will be key drivers of upside surprises.
🐙 GitLab Inc (GTLB) 📢 Overview: GitLab is set to announce fiscal Q1 2026 results on June 10, with revenue forecast at $212–$213 million and non-GAAP EPS of $0.14–$0.15. 7 📊 Why It’s Important: Adoption of AI-powered DevSecOps tools and enterprise subscription growth will underpin ARR expansion and operating leverage.
🎉 Dave & Buster’s Entertainment (PLAY) 📢 Overview: Dave & Buster’s will report Q1 2026 earnings after market close on June 10, with consensus EPS of $0.96. 📊 Why It’s Important: Same-store sales trends and consumer experience spending will signal recovery strength in the entertainment-dining segment.
Wednesday, June 11
🐾 Chewy Inc (CHWY) 📢 Overview: Chewy will report Q1 2026 results before the market opens on June 11 (date confirmed by company). 📊 Why It’s Important: Customer-loyalty metrics, fulfillment-cost trends and pet-health product sales will shape its growth outlook.
🔐 SailPoint Technologies (SAIL) 📢 Overview: SailPoint will post Q2 2025 results before market open on June 11, with analysts expecting EPS of –$0.01 on revenue of $225.18 million. 📊 Why It’s Important: Subscription renewal rates, professional-services mix and AI-driven identity-security initiatives will determine margin trajectory.
💻 Oracle Corp (ORCL) 📢 Overview: Oracle is scheduled to release Q4 2025 earnings after the close on June 11, with conference call at 5 PM ET. 📊 Why It’s Important: Cloud-infrastructure bookings, high-margin software-license renewals and FX effects will drive guidance and investor sentiment.
👙 Victoria’s Secret & Co. (VSCO) 📢 Overview: Victoria’s Secret will provide Q2 2025 preliminary results on June 11, including net-sales and adjusted diluted EPS guidance. 📊 Why It’s Important: Lingerie vs. beauty segment performance, inventory management and the impact of recent IT-security remediation will be closely monitored.
Thursday, June 12
🛋 Lovesac Co (LOVE) 📢 Overview: Lovesac is set to report Q2 2025 earnings after market close on June 12. 📊 Why It’s Important: Omnichannel sales momentum, gross-margin trends and inventory turnover in the home-furnishings market will inform its premium-segment strategy.
🪑 Hooker Furnishings (HOFT) 📢 Overview: Hooker Furnishings will release Q2 2025 results on June 12, with the last quarter seeing a $0.22 EPS miss and a 3.3% revenue beat. 📊 Why It’s Important: Order backlogs, material-cost pressures and channel-mix shifts between retail and contract will drive its furniture-manufacturing outlook.
🎨 Adobe Inc (ADBE) 📢 Overview: Adobe will report Q2 2025 earnings after market close on June 12, with analysts forecasting EPS of $2.06 on revenue of $4.95 billion.* 📊 Why It’s Important: Creative-Cloud and Document Cloud subscription growth, plus AI-feature monetization, will shape margins and growth guidance.
*Estimated figures drawn from trailing-twelve-month growth trends.
Which of these reports will move your portfolio the most this week? Share your thoughts on potential surprises and key catalyst drivers below!
🌍 Upcoming Economic Releases to Watch This Week
Monday, June 09, 2025
🇦🇺 Australia – Westpac Consumer Confidence Change (Jun) at 06:30 PM Previous: 2.2 % | Forecast: 2.5 % 🔎 Overview: Measures shifts in household sentiment toward spending, savings and economic outlook. 💡 Consumer Impact: A stronger reading underpins retail activity and discretionary outlays. 📈 Market Outlook: A surprise uptick could lift the aussie and boost consumer-linked equities; a miss may weigh on sentiment and commodity currencies.
🇦🇺 Australia – NAB Business Confidence (May) at 07:30 PM Previous: –1 | Forecast: –3 🔎 Overview: Surveys firms on their own activity, profit and hiring expectations. 💡 Consumer Impact: Business mood influences hiring and investment, which in turn shapes household income prospects. 📈 Market Outlook: A sharper downturn may pressure the aussie and weigh on cyclicals; an improvement could bolster market risk appetite.
Tuesday, June 10, 2025
🇬🇧 U.K. – Unemployment Rate (Apr) at 12:00 AM Previous: 4.6 % | Forecast: 4.5 % 🔎 Overview: Tracks the share of the workforce out of jobs, core to BoE policy deliberations. 💡 Consumer Impact: Lower unemployment typically supports wage growth and household spending. 📈 Market Outlook: A drop below expectations could firm the pound and steepen gilt yields; a rise may temper rate-hike bets.
Wednesday, June 11, 2025
🇺🇸 U.S. – Core Inflation Rate MoM (May) at 06:30 AM Previous: 0.3 % | Forecast: 0.3 % 🔎 Overview: Excludes volatile food and energy, gauging underlying price pressures. 💡 Consumer Impact: Steady core inflation can maintain real-income erosion if wages lag. 📈 Market Outlook: Any upside surprise may reinforce Fed-hawkish views and boost Treasury yields.
🇺🇸 U.S. – Core Inflation Rate YoY (May) at 06:30 AM Previous: 2.9 % | Forecast: 2.9 % 🔎 Overview: Annual change in core CPI, a key Fed target metric. 💡 Consumer Impact: Higher core inflation eats into purchasing power on nondiscretionary goods and services. 📈 Market Outlook: A hotter print may lift the dollar; a cooler read could ease rate-hike expectations.
🇺🇸 U.S. – Inflation Rate MoM (May) at 06:30 AM Previous: 0.2 % | Forecast: 0.2 % 🔎 Overview: Headline CPI change, reflecting broad consumer-price moves. 💡 Consumer Impact: Directly affects costs for essentials like energy, shelter and groceries. 📈 Market Outlook: A surprise move could shift Fed policy bets and sway equity market rotations.
🇺🇸 U.S. – Inflation Rate YoY (May) at 06:30 AM Previous: 2.5 % | Forecast: 2.5 % 🔎 Overview: Year-over-year headline CPI, the headline gauge of consumer inflation. 💡 Consumer Impact: Influences real wages and household budgeting decisions. 📈 Market Outlook: A hotter print may drive higher bond yields; a cooler outcome could spur risk assets.
Thursday, June 12, 2025
🇬🇧 U.K. – GDP MoM (Apr) at 12:00 AM Previous: –0.1 % | Forecast: 0.1 % 🔎 Overview: Monthly snapshot of economic output across services, manufacturing and construction. 💡 Consumer Impact: Growth momentum affects job security and wage prospects. 📈 Market Outlook: An upside surprise could lift the pound and UK equities; a miss may dampen risk sentiment.
🇺🇸 U.S. – Producer Price Index MoM (May) at 06:30 AM Previous: 0.2 % | Forecast: 0.1 % 🔎 Overview: Tracks wholesale-level inflation before it hits consumer-facing prices. 💡 Consumer Impact: Higher input costs can cascade into consumer prices over coming months. 📈 Market Outlook: A hotter print may nudge Treasury yields higher; a softer reading could relieve inflation concerns.
✨ Commodities Focus
🛢️ Crude Oil
Current Price: $64.55/barrel Crude oil is trading higher on OPEC+ production discipline and resilient global demand ahead of peak summer driving season. Forecasts for next week point to a $63–$66 range, with a breakout above $67 possible if geopolitical tensions in the Middle East flare or U.S. inventory draws surprise to the downside. Efficiency: Oil markets rapidly price in supply updates, inventory data and macroeconomic indicators. Impact: Elevated crude lifts energy-sector revenues but may pressure consumer spending on transportation and add to headline inflation.
🏭 TTF Gas
Current Price: €36.52/MMBtu European TTF gas remains elevated amid tight storage levels and maintenance outages, even as mild weather moderates heating demand. Forecasts for next week point to a €34–€38 range, with spikes above €40 if pipeline flows are disrupted or Asian LNG cargo competition intensifies. Efficiency: Gas markets promptly reflect storage data, weather forecasts and shipping constraints. Impact: Higher gas costs increase household energy bills and industrial feedstock expenses, while weighing on euro-area industrial margins.
🔷 Silver
Current Price: $36.01/ounce Silver is buoyed by safe-haven buying and industrial demand for electronics and solar panels, even as real yields remain elevated. Forecasts for next week point to a $35–$37 range, with a rally toward $38 if inflation surprises to the upside or ETF inflows accelerate. Efficiency: Silver markets efficiently incorporate macroeconomic cues, interest-rate expectations and jewelry demand. Impact: Rising silver prices support miner profitability and investment-bar demand but may modestly increase manufacturing costs.
🌾 Wheat
Current Price: $554.31/bushel Wheat prices are firm on dry weather concerns in key growing regions and robust export demand from major buyers. Forecasts for next week point to a $540–$570 range, with a run above $580 if crop-condition downgrades or Black Sea export disruptions emerge. Efficiency: Grain markets quickly price in USDA crop reports, weather models and logistical constraints. Impact: Higher wheat costs lift food-price inflation and benefit growers’ margins but can weigh on millers and bakers.
⚙️ Steel
Current Price: $2,949.00/tonne Steel remains supported by infrastructure spending in North America and production curbs in China, even as scrap costs edge higher. In all consideration of U.S vs commodity tariffs from 25% to 50% of Steel and aluminum. Forecasts for next week point to a $2,800–$3,100 range, with a breakout above $3,200 if construction activity accelerates or supply cuts deepen. Efficiency: Steel markets reflect mill-order data, scrap availability and government policy shifts. Impact: Elevated steel prices increase construction and manufacturing costs but boost steel producers’ profitability.
🌍 What’s your outlook on these trends? Will crude oil push past $67, can TTF gas ease as storage refills, and how will weather and policy shifts shape grains and metals next week? Share your insights below! ✨
🔔 M&A News: Key Developments to Watch
🏦 NB Bancorp to Acquire Provident Bancorp for $211.8 Million 🔍 Strategic Shift: NB Bancorp gains $7.1 billion in pro forma assets and broadens its branch network by 18 locations across Massachusetts and New Hampshire through a stock-and-cash transaction at $16.62 per share, enhancing its deposit base and targeting 19% EPS accretion in 2026 with a 2.7-year earn-back period on tangible book value dilution of 6.1%. 💰 Sector Implications: The deal signals continued consolidation among community banks under rate-pressure headwinds and may deliver a potential 14% upside to a $19 target if accretion milestones are met and regulatory approvals close on schedule.
🏭 Chart Industries to Merge with Flowserve in a $10.71 Billion All-Stock Deal 🔍 Strategic Shift: The all-stock “merger of equals” combines Chart’s compression, thermal and cryogenic solutions with Flowserve’s pump and valve franchises at an exchange ratio of 3.165 Flowserve shares per Chart share, creating a $19 billion enterprise-value leader and unlocking approximately $300 million of annual cost synergies within three years . 💰 Sector Implications: Consolidation in industrial equipment underscores the premium on scale and aftermarket services, with Chart shareholders owning 53.5% of the combined company—investors should watch for synergy execution as a key catalyst for share performance.
🛢️ Viper Energy to Acquire Sitio Royalties Corp in a $4.1 Billion All-Equity Transaction 🔍 Strategic Shift: Viper secures 34,300 net royalty acres—boosting its Permian Basin footprint to ~85,700 acres—via an exchange of 0.4855 Viper shares per Sitio share (implying $19.41/share), diversifying cash flows into fee-based royalties and prompting a 10% increase in its base dividend to $1.32 annually. 💰 Sector Implications: The deal is immediately accretive to cash available for distribution by 8–10% and should generate over $50 million in annual synergies, illustrating the shift toward low-capex, high-margin royalty models that stabilize earnings amid commodity volatility.
🗞️ What’s your take on these M&A developments? Which strategic move offers the best risk-reward profile for retail investors this week? Share your thoughts below! 🚀
Disclaimer: This post is for informational purposes only and does not constitute financial or investment advice. While efforts are made to ensure accuracy, market conditions can change rapidly, and past performance does not guarantee future results. Always conduct your own research and consult with a financial advisor before making investment decisions.
Due Diligence: The insights shared are based on current data and trends. No outcomes are guaranteed, and specific investments or strategies should be evaluated in the context of your own financial situation and risk tolerance.
