Earnings wrap — Wed Sep 30. Just 2 names on the docket, both Consumer Discretionary. 1 reported, 1 still pending. $CCL beat, $KMX up next.

$CCL Carnival cruised past consensus: GAAP EPS $1.43 vs $1.35 est (+5.9%), revenue $8.4B up 3.5% yoy. Solid beat to close the day. $KMX CarMax hasn't reported yet — consensus sits at $0.68 EPS. Consumer Discretionary read-through still pending. THE WRAP: $CCL's beat is the only hard data point today — discretionary spending holding up on the travel side. $KMX will tell us if that strength carries into used autos.

$CCL Carnival cruised past consensus: GAAP EPS $1.43 vs $1.35 est (+5.9%), revenue $8.4B up 3.5% yoy. Solid beat to close the day.