Consumer & Retail Sector – Q3/26 Earnings Preview: Modern retail sustains its expansion momentum, consumption remains stable
Posted: Sep 25, 2026
- Q3/26 earnings will diverge sharply: electronics retailers/distributors MWG, DGW and FRT keep outperforming on a favorable ICT-CE upgrade cycle, while the two
- staples chains (MWG’s BHX, MSN’s WinCommerce) also grow on expansion and stronger competitive positioning. PNJ, in contrast, faces a sharp earnings decline as brand trust weakens amid cautious consumer sentiment.
- In consumer staples, VNM should sustain healthy growth on new products and exports, while hog-farming names cool from a high year-ago base.
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