Friday close: 3 reporters, 1 pending. Nike, McCormick, Acuity all beat. Accenture still to come.

$NKE NIKE beat by 9.9% — Adj EPS $0.48 vs $0.44 consensus. GAAP EPS $0.59. Revenue $11.2B, down 4.3% yoy. Top line still shrinking. $MKC McCormick crushed it — Adj EPS $0.86 vs $0.76 consensus, +13.8% beat. Revenue $2.0B, up 17.4% yoy. GAAP EPS $0.36 vs Adj $0.86 — big gap, worth watching. $AYI Acuity beat modestly — Adj EPS $5.77 vs $5.57 consensus, +3.5%. GAAP EPS $5.78, basically in line. Revenue $1.2B, up 2.9% yoy. Steady. $ACN Accenture still pending — consensus EPS $3.19. No results yet. THE WRAP: Consumer staples showing pricing power (MKC +17.4% rev), but Nike's -4.3% revenue decline is the caution flag for discretionary. Industrials holding steady. Watch if Accenture confirms IT spend holds up.

$NKE NIKE beat by 9.9% — Adj EPS $0.48 vs $0.44 consensus. GAAP EPS $0.59. Revenue $11.2B, down 4.3% yoy. Top line still shrinking.