Earnings show resilient US consumer but Whirlpool flags strain — SkimNews
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- Coca-Cola beat Q3 earnings and revenue expectations, with North America case volume flat despite higher prices, and raised its full-year EPS growth forecast to at least 11%.
- Royal Caribbean exceeded Wall Street's EPS expectations and reported a 9% year-over-year increase in guests served, with 2027 booking volumes already up in the high teens.
- Sherwin-Williams beat revenue expectations but missed on EPS, citing pricing power and customer gains amid muted market demand, while maintaining full-year guidance.
- UPS surpassed Q3 expectations for both revenue and earnings, raised its full-year revenue forecast to $92.6 billion, and projected stable holiday shipping volume despite reduced Amazon deliveries.
- Whirlpool missed both top and bottom-line Q3 estimates, cut its full-year revenue guidance, and reported an over 8% year-over-year sales decline in North America.
Why it matters: While most consumer-facing firms are holding steady, Whirlpool’s steep sales drop and guidance cut reveal real strain in big-ticket spending, suggesting that resilience is uneven across sectors and potentially masking broader fragility as high costs persist into 2027.
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