By Scott Feiler, Goldman VP and consumer discretionary trader

5 Themes &amp; 10 Stocks in Focus

&nbsp;Sentiment &amp; Interest Levels in 10 of the Most Topical Names into This Week:

More in the full report <a href="https://www.zerohedge.com/subscription/manage">available to pro subscribers</a>.

In general, most companies posted top-line results that were slightly better than consensus and the bogies... It was not a rising tide lifts all boats though, as a couple companies did put up sluggish results.
{ai:summary}In general, companies had slightly better top-line results and good exit rates. Margins were generally intact or better. However, some companies faced market share issues. Expectations for upcoming prints are generally positive, with beats expected from several companies. DKS is expected to have comp upside, but there is uncertainty about investor interest. LOW is expected to have a modest sales beat, but the bar was set higher after HD's beat. Investors are modestly long on LOW. #economy

US Consumer: The 5 Big Earnings Themes And 10 Stocks In Focus

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