Weekly Earnings Preview: Mar 30 - Apr 3

Category: Earnings · Date: 2026-03-28

Earnings in a War Zone — 6 companies reporting during worst consumer sentiment since 2022. Beat/miss probabilities for NKE (65%), SNX (70-75%), MKC (55%), CAG (55%), LW (60-65%), RH (30-35%). Iran war overlay: oil $112, VIX 31, sentiment 53.3. Highest conviction beat: TD Synnex (AI/Hyve). Highest conviction miss: RH (6/8 misses). March NFP on Friday. Trading playbook + risk management.

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