Earnings wrap — Friday, September 25. 3 reporters, all green on the top line. Costco leads the heavyweight slate, TD SYNNEX drops the widest beat of the day, Darden grinds out a flat quarter. Consumer

$COST Costco Wholesale: Adj EPS $6.75 vs $6.53 est (+3.4% beat), GAAP $6.76. Revenue $93.9B, up 9.0% yoy. Staples giant keeps compounding — clean beat, no one-time noise, top line accelerating. $DRI Darden Restaurants: Adj EPS $2.05 vs $2.05 est (dead flat, -0.2%), GAAP $2.06. Revenue $3.2B, up 5.1% yoy. Olive Garden parent matches consensus to the penny — no beat, no miss, just steady traffic. $SNX TD SYNNEX: Adj EPS $5.68 vs $4.70 est — a 20.8% blowout. GAAP $5.20, so a 48-cent gap between adjusted and accounting EPS. Revenue $21.6B. Widest beat of the day, IT distribution ripping. THE WRAP: TD SYNNEX's 20.8% beat is the headline — IT distribution demand isn't slowing. Costco's 9% revenue growth says the consumer is still spending. Darden's flat print is the caution flag: restaurants are holding, not growing. Watch staples and IT for upside read-through.

$COST Costco Wholesale: Adj EPS $6.75 vs $6.53 est (+3.4% beat), GAAP $6.76. Revenue $93.9B, up 9.0% yoy. Staples giant keeps compounding — clean beat, no one-time noise, top line accelerating.