Goldman Sachs & Co. LLC
May 22, 2026
Earnings Recap May 22 2026
Market ReportEquitiesIndustrialsInformation Technology
This report recaps several major earnings results for May 22, 2026, highlighting significant beats from Ross Stores and Workday, while noting the collapse of a potential Estée Lauder/Puig merger.
Key Takeaways
- 1.Ross Stores delivered a massive earnings beat with comparable store growth of 17% versus the 9% consensus, driven by broad strength across demographics and geographies.
- 2.Workday (WDAY) and Take-Two (TTWO) showed strong pre-market performance (+8% and +4% respectively) following solid quarterly results and reiterated forward guidance.
- 3.Merger discussions between Estée Lauder and Puig have collapsed, reportedly due to compensation demands from minority stakeholder Charlotte Tilbury.
Table of Contents
- Industrials/Energy
- TMT
- Consumer
- Healthcare
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Authors
Mitch Jeter
Securities
CPRTWDAYTTWOROSTELDECKCOR
Themes
Agentic AI AdoptionResilient Consumer Demand in Off-Price RetailPost-Merger/Acquisition Integration Skepticism
Regions
North AmericaGlobalUnited States