Oct 9 What to look for as earnings season kicks off

$DAL $PEP $TTD

Author

Mukund Mohan
October 09, 2025

Market

“The markets are indicating the S&P 500 top companies should continue to have a strong Q3 on the back of high earning consumers” 😊 😋

The rich consumer (those that earn more than $150K annually is still buying and strong. The top 10% of earners now spend 50% of the monthly discretionary money in the GDP. This means strong brands and value leaders will do well - $COST ( ▼ 1.37% )  $WMT ( ▲ 0.07% )  $JWN ( ▲ 0.08% ) and $MCD ( ▲ 1.09% ) but the middle will suffer - $DLTR ( ▼ 1.58% )  $DG ( ▲ 0.56% ) and $SAVEQ ( ▲ 0.43% )  

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Insights from the portfolio

Delta Airlines earnings review and 2025 outlook $DAL

The airline is showing strong results with a push to high paying customers

stocksmarts.substack.com/p/delta-airlines-earnings-review-and

Video of the day

Today’s video is on The Trade Desk $TDD ( 0.0% ) the programatic demand side ad platform.

Deep dive of the day

Pepsi earnings review and 2025 outlook $PEP – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/10/09/pepsi-earnings-review-and-2025-outlook-pep

Good setups for swing

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