DAILY RECAP • Copart Inc. ( $CPRT): Q1 EPS $0.37 met estimates, revenue $1.15B vs $1.1B expected. • Gap Inc. ( $GAP): Q3 EPS $0.72 beat est. $0.58, sales $3.8B as expected, comps +1%, gross margin 42.7%. FY sales growth forecast +1.5-2.0%, gross margin up +220bps, op expenses $5.1B. • Natural Grocers ( $NGVC): Q4 EPS $0.39, sales $322.7M; FY25 expects same-store sales growth +4-6%, EPS $1.52-1.60, dividend increase to 12c/share. • Ross Stores ( $ROST): Q3 EPS $1.48 vs $1.40, sales $5.071B vs $5.146B, comps +1%. Q4 expects EPS $1.57-1.64, FY EPS $6.10-6.17, Q3 operating margin 11.9%. • Mueller Industries ( $MLI) moves to S&P MidCap 400, replacing Texas Pacific Land (TPL). • Atlas Energy Solutions ( $AESI) joins S&P SmallCap 600, replacing Mueller Industries. • Texas Pacific Land ( $TPL) advances to S&P 500, replacing Marathon Oil (MRO). • BGC Group ( $BGC): Howard Lutnick to divest and resign from roles upon Senate confirmation; corporate structure unchanged. • CBRE Group ( $CBRE): Announces a $5B stock repurchase program. • Intuit ( $INTU): Q1 EPS $2.50 vs $2.35 est., revenue $3.283B vs $3.139B est.; Q2 guidance below consensus, FY guidance unchanged. • Reddit ( $RDDT): Shares drop due to Advance Magazine Publishers offering shares at $145.38-$148.54 each, valuing offering at up to $1.2B. • SL Green Realty Corp ( $SLG): Files for mixed securities shelf registration. • Replimune ( $REPL) submitted a BLA to the FDA for RP1 combined with nivolumab to treat adults with advanced melanoma post-anti-PD1 therapy. • Elastic ( $ESTC): Q2 EPS $0.59 vs $0.38 est., revenue $365M vs $356.52M est.; Q3 revenue guide $367-369M, EPS $0.46-0.48; FY revenue $1.451-1.457B, EPS $1.68-1.72. • NetApp ( $NTAP): Q2 EPS $1.87 vs $1.78 est., revenue $1.66B vs $1.64B est.; Q3 EPS guidance $1.85-1.95, revenue $1.61B-$1.76B; FY25 EPS raised to $7.20-$7.40, revenue to $6.54B-$6.74B, operating margin to 28-28.5%. • Apple ( $AAPL): EU closes investigation into Apple's App Store audiobook practices after complainant withdrew. • Warner Music Group ( $WMG): Files for mixed securities shelf registration.

Earnings Week Ahead Tuesday 19th, 2024 • Ticker: $XPENG • Company: XPeng Inc • Market Cap: 12.9 billion USD • EST Time: 05:30 EST • Expected Quarterly EPS: -0.24 USD • Expected Quarterly Revenue: 1.37 billion USD • Expected Full Year EPS: -0.77 USD • Expected Full Year Revenue: 5.66 billion USD • Ticker: $LOW • Company: Lowe's Companies Inc • Market Cap: 153.4 billion USD • EST Time: 06:00 EST • Expected Quarterly EPS: 2.82 USD • Expected Quarterly Revenue: 19.94 billion USD • Expected Full Year EPS: 11.82 USD • Expected Full Year Revenue: 82.99 billion USD • Ticker: $J • Company: Jacobs Engineering Group Inc • Market Cap: 17.5 billion USD • EST Time: 06:40 EST • Expected Quarterly EPS: 1.54 USD • Expected Quarterly Revenue: 2.37 billion USD • Expected Full Year EPS: 6.98 USD • Expected Full Year Revenue: 8.24 billion USD • Ticker: $MDT • Company: Medtronic PLC • Market Cap: 110.3 billion USD • EST Time: 06:45 EST • Expected Quarterly EPS: 1.25 USD • Expected Quarterly Revenue: 8.27 billion USD • Expected Full Year EPS: 5.45 USD • Expected Full Year Revenue: 33.62 billion USD • Ticker: $WMT • Company: Walmart Inc • Market Cap: 679 billion USD • EST Time: 07:00 EST • Expected Quarterly EPS: 0.53 USD • Expected Quarterly Revenue: 167.72 billion USD • Expected Full Year EPS: 2.45 USD • Expected Full Year Revenue: 678.25 billion USD • Ticker: $KEYS • Company: Keysight Technologies Inc • Market Cap: 26.7 billion USD • EST Time: 16:05 EST • Expected Quarterly EPS: 1.57 USD • Expected Quarterly Revenue: 1.20 billion USD • Expected Full Year EPS: 6.18 USD • Expected Full Year Revenue: 4.95 billion USD Wednesday 20th, 2024 • Ticker: $NIO • Company: Nio Inc • Market Cap: 9.2 billion USD • EST Time: 05:30 EST • Expected Quarterly EPS: -0.30 USD • Expected Quarterly Revenue: 2.69 billion USD • Expected Full Year EPS: -1.17 USD • Expected Full Year Revenue: 10.2 billion USD • Ticker: $TGT • Company: Target Corp • Market Cap: 70.7 billion USD • EST Time: 06:30 EST • Expected Quarterly EPS: 2.30 USD • Expected Quarterly Revenue: 25.9 billion USD • Expected Full Year EPS: 9.55 USD • Expected Full Year Revenue: 106.71 billion USD • Ticker: $TJX • Company: TJX Companies Inc • Market Cap: 135.2 billion USD • EST Time: 07:30 EST • Expected Quarterly EPS: 1.09 USD • Expected Quarterly Revenue: 13.95 billion USD • Expected Full Year EPS: 4.17 USD • Expected Full Year Revenue: 56.2 billion USD • Ticker: $PANW • Company: Palo Alto Networks Inc • Market Cap: 129.1 billion USD • EST Time: 16:05 EST • Expected Quarterly EPS: 1.48 USD • Expected Quarterly Revenue: 2.12 billion USD • Expected Full Year EPS: 6.27 USD • Expected Full Year Revenue: 9.13 billion USD • Ticker: $NVDA • Company: NVIDIA Corp • Market Cap: 360.9 billion USD • EST Time: 16:20 EST • Expected Quarterly EPS: 0.75 USD • Expected Quarterly Revenue: 33.12 billion USD • Expected Full Year EPS: 2.86 USD • Expected Full Year Revenue: 126.9 billion USD • Ticker: $SQM • Company: Sociedad Quimica y Minera de Chile SA • Market Cap: 10.6 billion USD • EST Time: 20:15 EST (previous day) • Expected Quarterly EPS: 0.66 USD • Expected Quarterly Revenue: 1.09 billion USD • Expected Full Year EPS: -0.56 USD • Expected Full Year Revenue: 4.69 billion USD Wednesday 21th, 2024 • Ticker: $BIDU • Company: Baidu Inc • Market Cap: 29.5 billion USD • EST Time: 05:00 EST • Expected Quarterly EPS: 2.43 USD • Expected Quarterly Revenue: 4.6 billion USD • Expected Full Year EPS: 10.94 USD • Expected Full Year Revenue: 18.6 billion USD • Ticker: $DE • Company: Deere & Co • Market Cap: 108 billion USD • EST Time: 06:30 EST • Expected Quarterly EPS: 3.89 USD • Expected Quarterly Revenue: 9.3 billion USD • Expected Full Year EPS: 24.89 USD • Expected Full Year Revenue: 45.3 billion USD • Ticker: $WMG • Company: Warner Music Group Corp • Market Cap: 17.3 billion USD • EST Time: 07:30 EST • Expected Quarterly EPS: 0.28 USD • Expected Quarterly Revenue: 1.59 billion USD • Ticker: $GAP • Company: Gap Inc • Market Cap: 8.3 billion USD • Reporting Time: After Market Close (AMC) • Expected Quarterly EPS: 0.58 USD • Expected Quarterly Revenue: 3.81 billion USD • Expected Full Year EPS: 1.87 USD • Expected Full Year Revenue: 14.96 billion USD • Ticker: $ROST • Company: Ross Stores Inc • Market Cap: 47.2 billion USD • EST Time: 16:00 EST • Expected Quarterly EPS: 1.40 USD • Expected Quarterly Revenue: 5.17 billion USD • Expected Full Year EPS: 6.13 USD • Expected Full Year Revenue: 21.36 billion USD • Ticker: $NTAP • Company: NetApp Inc • Market Cap: 24.2 billion USD • EST Time: 16:00 EST • Expected Quarterly EPS: 1.78 USD • Expected Quarterly Revenue: 1.64 billion USD • Expected Full Year EPS: 7.10 USD • Expected Full Year Revenue: 6.6 billion USD • Ticker: $INTU • Company: Intuit Inc • Market Cap: 196.4 billion USD • EST Time: 16:00 EST • Expected Quarterly EPS: 2.35 USD • Expected Quarterly Revenue: 3.14 billion USD • Expected Full Year EPS: 19.34 USD • Expected Full Year Revenue: 18.27 billion USD • Ticker: $CPRT • Company: Copart Inc • Market Cap: 55.2 billion USD • EST Time: 16:30 EST • Expected Quarterly EPS: 0.37 USD • Expected Quarterly Revenue: 1.09 billion USD • Expected Full Year EPS: 1.55 USD • Expected Full Year Revenue: 4.56 billion USD • Expected Full Year EPS: 1.08 USD • Expected Full Year Revenue: 6.4 billion USD