All articles tagged with #macro uncertainty
SoFi kept its full-year guidance unchanged due to macro uncertainty, with CEO Anthony Noto noting no rate cuts are expected this year. The quarter was strong—revenue growth, healthy margins, and the 18th straight quarter of meeting the Rule of 40—yet the cautious stance pressured the stock.
Constellation Brands beat Q4 estimates with adjusted EPS of $1.90 on $1.92 billion revenue, but withdrew its fiscal 2028 outlook amid subdued demand and macro uncertainty as new CEO Nicholas Fink prepares to take over. For fiscal 2027, the company guided adjusted EPS of $11.20–$11.90 (below consensus $12.36); full-year 2026 net sales declined 3%, with beer remaining a growth driver. Shares edged lower in extended trading.
UPS's stock declined after it withdrew its full-year guidance due to macroeconomic uncertainties, following a mixed Q2 earnings report where revenue and EPS slightly missed expectations, and FedEx also lowered its outlook.
Deutsche Bank recommends a consulting stock with a "best of breed model" that can withstand macro uncertainty.