EARNINGS WRAP — Friday, August 28

11 reported, 5 pending. Heavy retail and software day. Widest consensus spread sits with $RBRK — and it delivered a +409% EPS outlier. $DG Dollar General crushed it: EPS $2.48 vs $2.01, +23.5%. Revenue $11.3B, +5.2% y/y. Staples strength is real — the low-end consumer is still spending. $DLTR Dollar Tree printed GAAP EPS $2.70 vs $1.13 consensus, but that gap is distorted — one-time net income spike and extreme GAAP/Street divergence. Revenue $4.9B, +7.0% y/y. Don’t read this as a clean beat. $RBRK Rubrik: Adj EPS $0.20 vs $0.04 consensus, +408.9%. GAAP EPS -$0.38. Revenue $427.3M. Massive beat, but flagged as an outlier — treat the magnitude with caution. $ULTA Ulta Beauty: EPS $6.55 vs $6.20, +5.6%. Revenue $3.0B, +8.9% y/y. Watch: $ADSK $AFRM $MRVL $WDAY ⚠️ Verify: $MRVL — Unable to verify the claimed EPS of $0.94 and revenue of $2.7B against a reliable source. Search results indicate Marvell's most recent earnings report (Q2 FY2027) was scheduled for August 27, 2026, and

11 reported, 5 pending. Heavy retail and software day.