Earnings Week Ahead: Anticipated Reports to Shape Market Sentiment Starting March 31, 2025

Below, we detail the most anticipated earnings reports set to be released this week, along with key metrics such as analysts’ earnings per share (EPS) expectations and market capitalizations for a greater understanding of these firms.

With consumer confidence declining, upcoming earnings reports from retail and food companies could give investors valuable insight into public spending habits and the potential impact of U.S. tariffs.

Investors will be watching for trends in consumer spending, starting with reports from clothing maker PVH Corp. on Monday, which owns brands like Calvin Klein and Tommy Hilfiger, and from Guess on Thursday. These reports follow a strong 2024 holiday season for retailers, but many are now adjusting their 2025 forecasts due to tariff concerns and slower consumer spending. PVH is also facing possible trade restrictions with China.

Food sales will also be in focus this week, with Conagra Brands and Lamb Weston reporting on Thursday. Conagra, known for products like Duncan Hines, Healthy Choice, and Birds Eye, recently warned that sales could drop due to difficulties sourcing enough chicken and frozen produce. Lamb Weston is under pressure from activist investor Jana Partners, after reporting unexpected losses, a lowered outlook, and leadership changes in its last quarterly update.

Finally, furniture retailer RH, formerly Restoration Hardware, will report on Wednesday, following a profit increase last quarter despite a weak housing market and a raised full-year outlook.