Costco and food companies headline a sparse week after Fed rate hike

  • Costco, General Mills, KB Home, Cintas, Paychex, Darden, Cracker Barrel, BlackBerry and AutoZone are scheduled to report.
  • Okta’s Wednesday analyst meeting is the week’s main corporate event, with shares having doubled in 2026 as CEO Todd McKinnon focuses on identifying and tracking AI agents.
  • The Dow industrials fell 1.7% last week, while five Fed officials are scheduled to speak after the central bank’s rate hike.

Jim Cramer expects a relatively quiet final full week of September after rate increases by the Federal Reserve, European Central Bank and Bank of Japan, although corporate results will test views on consumers, housing, small businesses and technology. Costco Wholesale, General Mills, KB Home, Cintas, Paychex, Darden Restaurants, Cracker Barrel Old Country Store, BlackBerry and AutoZone are scheduled to report, while Okta’s Wednesday analyst meeting is the main corporate event. Costco’s results may show whether younger members are becoming harder to retain, General Mills faces higher input costs and GLP-1 drug concerns, and AutoZone may provide clues about Canadian tariffs. Five Fed officials are also scheduled to speak after the central bank’s rate increase. U.S. stocks have been mixed in September, with the Dow underperforming the S&P 500 and Nasdaq amid seasonal pressure and technology-sector volatility.

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