At a glance: No S&P 500 names report today — the calendar is empty to close the week. Accenture and Nike, previewed Thursday, are scored below; the week ahead opens with McCormick on Monday, followed by Constellation Brands Tuesday, PepsiCo Thursday and Delta Air Lines Friday.

Scorecard — reported since we last wrote

Accenture beat on both lines before the open — EPS of $3.29 against the $3.18 we flagged (a 3.5% surprise) and revenue of $18.68B (+3.6%) — with EPS down 13.4% sequentially, a shallower step-down than consensus had implied heading into the print. Shares rallied 15.8% in the session, well beyond Accenture's typical move on recent prints, suggesting bookings and AI-services commentary cleared a bar that had been set cautiously. Nike's print cut the other way: EPS beat by 9.1% ($0.48 against $0.44) but revenue missed by 0.9% ($11.21B), and the tape sided with the top line — shares fell 8.9% in the post-market session, a far harsher reaction than an EPS beat alone would suggest. Nike's EPS was also down 33.3% sequentially, continuing the lap past last quarter's one-off-lifted print.

The week ahead

Next week is lighter than usual and spread one name per day across four of the five sessions, with nothing on Wednesday. McCormick opens Monday pre-open, and the setup is unusual: this fiscal year's reported sales growth is running well into the double digits mostly because the McCormick de Mexico joint venture has started consolidating onto the income statement, while the underlying organic business is growing far more slowly — consensus EPS of $0.76 compares with $0.86 last quarter, and the debate is pricing power and cost inflation rather than the headline growth rate; sell-side sentiment has turned more cautious into the print, with at least one ratings downgrade this month. The nearest options expiry is the October monthly, so the 5.9% straddle spans 11 days rather than pricing the print alone. Constellation Brands follows Tuesday after the close, carrying the market's most-watched consumer-demand story of the group: Modelo and Corona lean heavily on Hispanic consumers in the US, a cohort the company itself has said is pulling back amid immigration-related anxiety, compounded by tariffs on imported aluminum cans — consensus EPS of $3.60 is above last quarter's $3.43, but full-year guidance has already been cut more than once this year, and the read is on whether the newer growth brands (Pacifico, Victoria) can keep offsetting Modelo and Corona softness. PepsiCo reports Thursday pre-open against an easy comparison, since last year's third quarter was itself soft — consensus EPS of $2.32 compares with $2.20 last quarter, with full-year guidance that management has signaled will land at the low end of its range. Delta closes out the week Friday pre-open; the company's own quarterly guidance already brackets the Street number, and management has described travel demand as resilient with fare gains holding even as fuel costs ease — consensus EPS of $1.99 compares with $1.56 last quarter, and the options market is pricing the week's largest swing, at 7.4%, with the bigger question being what Delta says about fourth-quarter capacity and leisure demand now that the post-Labor Day travel lull is underway. Read-across: McCormick and Constellation are both a read on how value-conscious the US consumer has become heading into the holidays, and PepsiCo adds a scale check on the same question from the snacks-and-beverage aisle.

Informational only — not investment advice. Figures are consensus/estimates and option-implied values from public sources and may be revised.