Earnings season keeps rolling on Thursday, with a user-selected set of consumer names set to report results and reset expectations.
The marquee name on this list is PepsiCo, Inc. (NASDAQ:PEP), and the countdown below ranks the selected earnings reports by implied move.
PepsiCo| Implied Move: 4.16%
PepsiCo is set to report second quarter of 2026 results before the opening bell. Wall Street is looking for $2.21 in earnings per share on $23.94 billion in revenue, compared with $2.12 on $22.73 billion a year ago.
Benzinga Pro data show the options market is implying a 4.16% move around the print. With PepsiCo valued at $196 billion, that’s about $8.17 billion of market value at stake — the narrowest implied move of the three names on this list.
PepsiCo sits at the center of the snacks-and-beverages aisle, with household brands spanning Pepsi, Mountain Dew and Gatorade on the drinks side and Lay’s, Cheetos and Doritos in snacks.
The stock carries a Buy consensus rating from 12 analysts; the Street view implies modest upside from the current quote. Into the report, the tone from several firms has turned more cautious on targets — in July, BNP Paribas, UBS, and Barclays cut their price targets.
Shares have rallied in 2026, up 0.9% year-to-date, but they trade 4.3% below the 200-day moving average. The stock is also about 16% below the 52-week high of $171.48.
This earnings setup has also been in focus in a separate preview, with earnings help close the gap a key question for investors. Macro watchers have also been tracking catalysts that could move the major indexes.
WD-40 | Implied Move: 7.83%
WD-40 Co (NASDAQ:WDFC) is set to report third quarter of 2026 results after the closing bell. Consensus estimates call for $1.57 in earnings per share on $172.60 million in revenue, versus $1.54 on $156.91 million in the prior-year quarter.
According to Benzinga Pro, options are pricing in a 7.83% move. On WD-40’s roughly $3.29 billion market cap, that implies about $257 million of market value at stake — a meaningfully wider setup than PepsiCo’s on this list.
WD-40 markets maintenance and cleaning products globally, and the quarter can hinge on how steady demand looks across international channels and pricing. The stock carries a Buy consensus rating; the Street view implies modest upside from the current quote. In April, DA Davidson reiterated its Buy rating and cut its price target, while William Blair initiated coverage with a Outperform rating.
The shares have rallied in 2026, up 24.5% year-to-date, and they trade 15.4% above the 200-day moving average. WD-40 also sits about 39% above the 52-week low of $175.38.
The Simply Good Foods Company | Implied Move: 12.91%
The Simply Good Foods Company (NASDAQ:SMPL) is set to report third quarter of 2026 results before the opening bell. The Street is modeling 35 cents in earnings per share on $332.35 million in revenue, compared with 51 cents on $380.96 million a year ago.
Benzinga Pro data show a 12.91% implied move, the widest on this watchlist. With Simply Good Foods valued at about $1.16 billion, that’s roughly $150 million of market value at stake — a big swing potential for a smaller-cap consumer name.
Simply Good Foods sells protein bars, ready-to-drink protein shakes, and snacks under brands including Quest, Atkins, and OWYN, putting volume trends and mix front-and-center for this print. The stock carries a Hold consensus rating from 9 analysts; the Street view implies material upside from the current quote. Recent analyst actions have skewed cautious: in June, Bernstein downgraded the stock to Market Perform and cut its price target, and UBS reiterated its Neutral rating and cut its price target.
The stock has pulled back in 2026, down 34.6% year-to-date, and it trades 25.0% below the 200-day moving average. Simply Good Foods is also about 63% below the 52-week high of $34.19.
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