So I was scrolling through the earnings calendar and noticed there's actually quite a bit happening on March 3rd. A bunch of retail and tech names reporting that morning, and some of the numbers are pretty interesting when you dig into them.

Starting with the retailers - AZO is coming in with expectations around $27.10 EPS, which is down about 4% year-over-year. But here's the thing, their P/E ratio is sitting at 25.24 versus the industry average of 19.40, which suggests the market is pricing in some stronger growth ahead. Target's reporting too with a $2.17 EPS forecast, but that's actually down almost 10% from last year. BBY is another one on the list with $2.48 expected, and they've actually beaten estimates every single quarter this past year.

On the tech side, Sea Limited is looking pretty solid with a $0.63 EPS estimate - that's up 61% year-over-year. Sportradar is flat YoY at $0.10, but their valuation metrics are interesting compared to peers. Then you've got some of the more speculative plays like ONON (the shoe company) which is expected to miss pretty hard, down 42% in earnings, and they actually whiffed expectations badly last quarter too.

There's also some smaller cap stuff in there - Scholar Rock and Amylyx are both unprofitable, so those are more about the narrative than actual earnings. Short interest is elevated on both. Meanwhile, Thor Industries is supposed to have a massive earnings swing, up 400% from last quarter's near-zero earnings.

Definitely worth keeping an eye on that morning. AZO and the retail cohort will probably drive some of the early market movement. The beat/miss track records matter here - some of these names have been consistent, others have been all over the place.