EFTA01458539.pdf

2 October 2016 US Equity Insights [Figure 6: % of S&P Reported by Week S&P 500 EPS (earnings weight) to be reported each week 31.8x_ 25.3% 3.3% 2.1% 3.3% 1.6% ,...al „ISL., , N O WO (1a2E-1030) 1, .03 tw W' *aye BEA Dal:IS Beni [Figure 7: Summary stets for firms with August-quarter end that have reported results (AA has Septembe -quarter end) 3016 Est. Change 3015 EN 3015 Sales (since 8/7/2015) Reporting Surpnsa Surplus Tkkar Ca npeny Name Sector Industry Dm (%l %fir 1%) y/y EPS Sales FDX.US Fed& Corp Industrials Air Freght & Logistics 9116/2015 -I 3' 152% .05% 5.1% 02% .030 ORCL-US Oracle Corp Informauon Technology Software 9116/2015 1.7% -14.5% -1.0% -1.7% 0.3% -01% ADBE-US Adobe Systems Inc Information Technology Software 9117/2015 8.4% 929% 0.2% 21.1% • 0.2% .0 I% RHT-US Red Hal Inc Information Technology Software W21/20I5 6.6% 146% 1.9% 13.1% 02% 00% LEN-US Leman Corp Consumer Oscretanary Household thimbles 9121/2015 204% 231% 29% 23.7% .04% .04% AZCFUS Autozone Inc Consumer Ctscretionacy SPeCIMY RolM 9/22/2015 0.4% 13.0% 1.0% 7S% -0 I% -0.1% KMX-US Carina* Inc Consumer Discretorety Scenery Retad 912V2015 7.0% 28 1% -2.6% 7.9% -0.7% .0 7% CCL-US Carmel Corp 0:0141.44.31 INscretiondy Hotels. Restaurants & Lake. 9122/2015 7.5% 108% 1.4% .1.3% 0.0% 0.7% Olii.US Darden Restaurants I Consumer Pscrebonary Hotels. Restaurants & Lesurs 9122/2015 20.1% 112 5% 08% 57% I 6% 0.0% CAGAA C011.491. Foods Inc Consumer Staples Food Products 9/22/2015 135% 154% -24.1% .24.5% 0.2% -02% GISUS General "dills Inc Consumer Staples Food Products 972/2015 145% 295% -1.0% -1 4% 0.1% 0.0% BBBY-US Bed Bath& Beyond 1Consumer 0screlionary Specialty Retie 9124/2015 0.0% 3.4% -1.1% 1.7% 0.0% 0.0% NKE.US Nice Inc Consumer Discrettnery Temdes. Appard & Luxury Goods 9'24/2015 13.0% 229% 2.4% 5.4% 0.4% 0.1% ACN4JS Accenture PLC Information Technology IT Servces 9124/2015 2.9% 6.5% 2.9% 1.4% 0.1% 0.1% CTAS-US Callas Corp Industrials Commercial Senxes 8 %polaris 944/2015 29% 191% 24% 8.8% 0.1% 0.0% COST-US Costco Wholesale Cc Consumer Stapes Food & Staples Retailing 912912015 4.2% 9.5% -2.0% 0.7% 0 0% -0.8% PAYX-US Psyches Inc Information Technology IT Sentces 900120I5 2.0% 106% 08% 84% 0.0% 0.0% MU-US Moon Technology If Information Technology Sernsconducias& Somiconducic 1011/2015 2.7% --fA9% 0.1% 142% 9.4% -I I% MKC-US Moe...amok & Compa Consumer Stapes Food Products 10/1/2015 -1.0% -105% D3% 1.6% 02% 0.0% Mired Anna 5.1% 1.3% -1.2% 1.0% -0.9% -0.1% cane Oa Owens Ort4 1 MU and ORCL management guidance and color suggest that corporate IT spending remains very sluggish Page 4 Deutsche Bank Securities Inc CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P 6(e) DB-SDNY-0118499 CONFIDENTIAL SDNY GM 00284883 EFTA01458539