📊 PRO: This Week in Visuals
ACN, NKE, MU, FDX, GIS, CCL, DRI, BIRK
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Today at a glance:
🌐 Accenture: AI Momentum.
👟 Nike: Turnaround in Progress.
⚙️ Micron: Disappointing Outlook.
🚚 FedEx: Freight Separation.
🍪 General Mills: Mixed Results.
🛳️ Carnival: Smooth Sailing Ahead.
🧑🍳 Darden: Strong Momentum.
👡 Birkenstock: Closed-Toe Surge.
1. 🌐 Accenture: AI Momentum
Accenture's revenue rose 9% year-over-year to $17.7 billion ($0.6 billion beat), and its EPS was $3.59 (a $0.20 beat). New bookings grew 1% to $18.7 billion, and generative AI contributed $1.2 billion (compared to $1.0 billion in the prior quarter), underscoring its growing impact on client transformation initiatives.
The company raised its FY25 revenue growth outlook to 4%–7% (previously 3%–6%), reflecting broad-based growth across consulting and managed services. Despite cutting its EPS guidance slightly, Accenture continues investing in AI-driven solutions. It has expanded its data and AI workforce to 69,000 and aims to reach 80,000 by FY26. Management highlighted resilient client demand for large-scale transformations, reinforcing Accenture’s position as a key partner in reinvention and AI adoption.