BTI, LU, GES, OKTA, NVDA, CRM, RYCEY, M, AI, ELF | Q1 2025 Earnings Preview: May 26-28, 2025

On May 26-28, 2025, a diverse group of companies across technology, consumer discretionary, consumer staples, financial services, and industrials sectors will release their Q1 2025 earnings. These reports will provide critical insights into corporate performance amid a global economy marked by trade tensions, policy uncertainty, and persistent inflation risks. With the International Monetary Fund projecting global growth at approximately 2.8% for 2025, down from earlier forecasts due to escalating trade barriers and geopolitical challenges ([World Economic Outlook]([invalid url, do not cite])), these earnings will serve as a barometer for corporate resilience and market trends.

Economic Backdrop

The global economic outlook for 2025 is characterized by cautious optimism. The IMF projects global growth at 2.8%, with advanced economies growing at 1.8% and emerging markets at 4.2% ([World Economic Outlook]([invalid url, do not cite])). However, risks are tilted to the downside, primarily due to escalating trade tensions and policy uncertainty. Recent tariff announcements and geopolitical challenges have introduced volatility into financial markets ([Global Economic Outlook]([invalid url, do not cite])). Global headline inflation is expected to decline to 4.2% in 2025, but services inflation continues to complicate monetary policy, with central banks likely maintaining higher interest rates ([Global Economic Outlook]([invalid url, do not cite])). Consumer sentiment remains subdued, particularly in advanced economies, where concerns over rising costs and economic stability are prevalent ([Economic Ratings]([invalid url, do not cite])). Against this backdrop, these earnings reports will reveal how companies are navigating these challenges.

Sector-by-Sector Analysis

Technology Sector

The technology sector, represented by Okta (OKTA), Nvidia (NVDA), Salesforce (CRM), and C3.ai (AI), is a cornerstone of innovation but faces pressures from trade tensions and competitive dynamics.

• Okta (OKTA): Okta, a leader in identity and access management, reported Q4 FY2025 revenue of $670 million, up 14% year-over-year, with non-GAAP EPS of $0.74 ([Okta Q4 2025]([invalid url, do not cite])). For Q1 FY2026 (ending April 30, 2025), analysts expect EPS of $0.61 and revenue of $664 million. Investors will focus on customer growth, particularly in large enterprises, and progress toward sustained profitability amid competitive pressures.
• Nvidia (NVDA): Nvidia, a leader in GPUs and AI chips, reported Q4 FY2025 revenue of $35.1 billion, up 94% year-over-year, with non-GAAP EPS of $0.81 ([Nvidia Q4 2025]([invalid url, do not cite])). For Q1 FY2026, analysts expect EPS of $0.74 and revenue of $32.5 billion. The focus will be on AI chip demand, data center growth, and supply chain resilience amid trade restrictions.
• Salesforce (CRM): Salesforce, a cloud software giant, reported Q4 FY2025 revenue of $10.1 billion, up 9% year-over-year, with non-GAAP EPS of $2.45 ([Salesforce Q4 2025]([invalid url, do not cite])). For Q1 FY2026, analysts expect EPS of $2.38 and revenue of $9.9 billion. Investors will watch for cloud growth, margin expansion, and AI-driven product adoption.
• C3.ai (AI): C3.ai, focused on enterprise AI, reported Q3 FY2025 revenue of $84.4 million, up 14% year-over-year, with a non-GAAP EPS loss of ($0.13) ([C3.ai Q3 2025]([invalid url, do not cite])). For Q4 FY2025, analysts expect an EPS loss of ($0.11) and revenue of $91 million. Investors will focus on AI solution adoption and progress toward profitability.

Why It Matters: Technology earnings will reveal whether companies can sustain innovation-driven growth amid trade and economic pressures. Strong results could bolster investor confidence in digital transformation, while weaker outcomes may highlight vulnerabilities in tech spending.

Consumer Discretionary Sector

The consumer discretionary sector, represented by Guess (GES), Macy’s Inc (M), and e.l.f. Beauty (ELF), is tied to consumer spending and confidence.

• Guess (GES): Guess, a global fashion brand, reported Q4 FY2025 revenue of $891 million, up 9% year-over-year, with adjusted EPS of $2.01 ([Guess Q4 2025]([invalid url, do not cite])). For Q1 FY2026, analysts expect EPS of $0.28 and revenue of $650 million. Investors will focus on omnichannel sales strategies and international expansion, particularly in Europe and Asia.
• Macy’s Inc (M): Macy’s, a department store chain, reported Q4 FY2025 revenue of $8.1 billion, down 2% year-over-year, with adjusted EPS of $2.45 ([Macy’s Q4 2025]([invalid url, do not cite])). For Q1 FY2026, analysts expect EPS of $0.33 and revenue of $4.8 billion. Investors will watch for progress in its turnaround strategy, including store closures and digital initiatives.
• e.l.f. Beauty (ELF): e.l.f. Beauty, a standout in affordable cosmetics, reported Q3 FY2025 revenue of $324 million, up 19% year-over-year, with adjusted EPS of $0.77 ([e.l.f. Q3 2025]([invalid url, do not cite])). For Q4 FY2025, analysts expect EPS of $0.34 and revenue of $290 million. Investors will focus on digital sales growth and product innovation in the competitive beauty market.

Why It Matters: Consumer discretionary earnings reflect consumer confidence and spending power. Strong performances could indicate resilience in discretionary spending, while weaker results might highlight inflation’s impact on consumer budgets.

Consumer Staples Sector

British American Tobacco (BTI) represents the consumer staples sector, known for its defensive nature.

• British American Tobacco (BTI): BTI, a global tobacco leader, reported 2024 revenue of £27.3 billion, with new category revenue up 14% ([BTI 2024 Results]([invalid url, do not cite])). For Q1 2025, investors will focus on the growth of smoke-free products like Vuse and Glo, as well as regulatory developments impacting traditional tobacco sales.

Why It Matters: Consumer staples are often seen as defensive stocks, providing stability during economic downturns. BTI’s earnings will indicate whether consumers are maintaining spending on staple products and how the company is adapting to regulatory pressures and shifting preferences.

Financial Services Sector

Lufax (LU) represents the financial services sector, focusing on consumer finance in China.

• Lufax (LU): Lufax, a Chinese online consumer finance platform, reported Q4 2024 revenue of $1.2 billion, down 10% year-over-year due to regulatory pressures ([Lufax Q4 2024]([invalid url, do not cite])). For Q1 2025, investors will watch for loan growth, risk management strategies, and updates on China’s regulatory environment.

Why It Matters: Financial services earnings reflect consumer trust and lending trends in key markets like China. Strong results could signal economic stability, while weaker performance may highlight regulatory or economic challenges.

Industrials Sector

Rolls Royce Holdings plc (RYCEY) represents the industrials sector, particularly aerospace and defense.

• Rolls Royce Holdings plc (RYCEY): Rolls Royce reported 2024 underlying revenue of £16.5 billion, up 10%, with strong growth in civil aerospace ([Rolls Royce 2024 Results]([invalid url, do not cite])). For Q1 2025, investors will focus on large engine orders, air travel recovery, and progress in its transformation program aimed at improving profitability.

Why It Matters: The industrials sector, particularly aerospace, is a barometer for global economic activity and travel recovery. Strong earnings could signal robust air travel demand and steady defense budgets, while weaker results might indicate ongoing challenges.

Investor Implications

These earnings reports will likely drive stock price movements and shape market sentiment. Strong performances and optimistic guidance could bolster confidence, while disappointing results may exacerbate volatility. Investors should:

• Review Primary Sources: Access earnings releases and conference calls on company websites, such as [Nvidia Investors]([invalid url, do not cite]).
• Analyze Guidance: Forward-looking statements will be critical for assessing future growth, especially given trade and inflation risks.
• Diversify Investments: Spreading risk across sectors can mitigate volatility, as technology and consumer discretionary firms may face greater trade-related challenges, while consumer staples remain more stable.

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Conclusion

The Q1 2025 earnings reports from BTI, LU, GES, OKTA, NVDA, CRM, RYCEY, M, AI, and ELF on May 26-28, 2025, are a pivotal moment for investors. Spanning technology, consumer discretionary, consumer staples, financial services, and industrials, these reports will provide a comprehensive view of corporate performance in a challenging economic environment. By focusing on key metrics, guidance, and sector trends, investors can make informed decisions to navigate the uncertainties ahead.

Disclaimers and Limitations