Banks and Big Consumer Names Set the Tone

PepsiCo kicks off the week today. The beverages and snacks giant reports Q3 2026 results before the open. A follow-up earnings call from Helen of Troy also runs today.

Tomorrow, Delta Air Lines holds its Q3 earnings call. Investors will watch closely for any read on travel demand. New Zealand car registrations hit their largest September on record in 2026, up 29% year-on-year, a signal of consumer resilience that could inform Delta's forward commentary on discretionary spending.

The biggest cluster lands on Monday 13 October. Wells Fargo and Johnson & Johnson both release Q3 numbers before the open. UnitedHealth Group hosts its earnings call the same morning. Medicare Advantage penetration reached 51.1% in June 2026, a series high since 2013 with 36.1 million enrolees. That backdrop makes UnitedHealth's managed care commentary especially closely watched. Progressive also releases its September monthly results that day.

Tuesday 14 October brings Bank of America, State Street and Fastenal. The bank pair completes the first wave of major Q3 financials. No IPOs are scheduled in the next seven days. The week is purely an earnings story, with financials and consumer staples setting the early tone.