Consumer Earnings Split: UPS Up, Whirlpool Down — SkimNews
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- Coca-Cola beat analysts’ third-quarter earnings and revenue estimates, kept North American case volume flat despite higher prices, and raised its full-year comparable EPS growth forecast to at least 11% from 9%-10%.
- Royal Caribbean beat Wall Street’s EPS expectations but narrowly missed on revenue, served 9% more guests to reach 2.7 million, and reported 2027 bookings up “in the high teens”; shares rose more than 8% Tuesday.
- Sherwin-Williams beat revenue expectations but missed on EPS, posted 7.9% net-sales growth through higher prices despite muted underlying volumes, and maintained guidance pointing to muted demand through 2027.
- UPS beat both Wall Street expectations, grew U.S. revenue 4.5% to $14.86 billion, and raised its full-year revenue forecast to about $92.6 billion from $91.2 billion; it also forecast lower fourth-quarter domestic volume as Amazon deliveries declined.
- Whirlpool missed on both revenue and earnings, cut its full-year revenue guidance, and reported North American net sales falling more than 8% year over year.
- U.S. retail sales rose 0.8% in September after a 1.3% August jump, with gas-station spending boosting the September result; diesel prices separately hit an all-time-high $6.52 per gallon.
Why it matters: UPS raised its revenue outlook to $92.6 billion, while Whirlpool cut guidance after North American sales fell more than 8%; Sherwin-Williams' 7.9% sales growth came from higher prices amid muted volumes. Investors therefore face a split picture of stronger earnings alongside softening underlying demand, not a broad-based consumer boom.
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