As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at consumer discretionary stocks, starting with Forestar Group (NYSE: FOR).

This sector includes everything from cable TV services to hotel stays to gym memberships. While diverse, the way people buy and experience these products is being upended by the internet and digitization. Consumer discretionary companies are working to adapt to secular trends such as streaming video, online marketplaces for lodging accommodations, and connected fitness. That discretionary purchases are, by definition, something consumers can give up makes it even more imperative for companies in the space to adapt.

The 22 consumer discretionary stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 1.8% while next quarter’s revenue guidance was 1.8% below.

In light of this news, share prices of the companies have held steady as they are up 3.7% on average since the latest earnings results.

Forestar Group (NYSE: FOR)

As a majority-owned subsidiary of homebuilding giant D.R. Horton, Forestar Group (NYSE: FOR) develops and sells finished residential lots to homebuilders, focusing primarily on land acquisition and development for single-family homes.

Forestar Group reported revenues of $273 million, up 9% year on year. This print exceeded analysts’ expectations by 2.1%. Overall, it was a satisfactory quarter for the company with an impressive beat of analysts’ EBITDA estimates but a miss of analysts’ adjusted operating income estimates.

Donald J. Tomnitz, Chairman of the Board, said, “The Forestar team delivered increased revenues compared to the prior year quarter and maintained strong liquidity through disciplined inventory investment amid ongoing affordability constraints and cautious consumer sentiment that continue to impact the pace of new home sales. We are focused on maximizing returns in each of our projects by aligning the pace and price of lot sales with the timing of our investments to meet demand. In fiscal 2026, we still expect to deliver between 14,000 and 15,000 lots, generating $1.6 billion to $1.7 billion of revenue.

Unsurprisingly, the stock is down 1.7% since reporting and currently trades at $26.93.

Is now the time to buy Forestar Group? Access our full analysis of the earnings results here, it’s free.

Best Q4: Nike (NYSE: NKE)

Originally selling Japanese Onitsuka Tiger sneakers as Blue Ribbon Sports, Nike (NYSE: NKE) is a global titan in athletic footwear, apparel, equipment, and accessories.

Nike reported revenues of $12.43 billion, flat year on year, outperforming analysts’ expectations by 1.7%. The business had an exceptional quarter with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.

Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 5.2% since reporting. It currently trades at $62.23.

Is now the time to buy Nike? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: American Airlines (NASDAQ: AAL)

One of the ‘Big Four’ airlines in the US, American Airlines (NASDAQ: AAL) is a major global air carrier that serves both business and leisure travelers through its domestic and international flights.

American Airlines reported revenues of $14 billion, up 2.5% year on year, in line with analysts’ expectations. It was a slower quarter as it posted a significant miss of analysts’ EBITDA estimates and a significant miss of analysts’ EPS estimates.

As expected, the stock is down 5.8% since the results and currently trades at $13.72.

Read our full analysis of American Airlines’s results here.

Scholastic (NASDAQ: SCHL)

Creator of the legendary Scholastic Book Fair, Scholastic (NASDAQ: SCHL) is an international company specializing in children's publishing, education, and media services.

Scholastic reported revenues of $551.1 million, up 1.2% year on year. This print lagged analysts' expectations by 1%. More broadly, it was a mixed quarter as it also recorded a beat of analysts’ EPS estimates but full-year EBITDA guidance missing analysts’ expectations.

Scholastic had the weakest performance against analyst estimates among its peers. The stock is up 21.1% since reporting and currently trades at $34.85.

Read our full, actionable report on Scholastic here, it’s free.

1-800-FLOWERS (NASDAQ: FLWS)

Founded in 1976, 1-800-FLOWERS (NASDAQ: FLWS) is an online retailer of flowers, gifts, and gourmet foods, serving customers globally.

1-800-FLOWERS reported revenues of $702.2 million, down 9.5% year on year. This number met analysts’ expectations. Overall, it was a strong quarter as it also logged a beat of analysts’ EPS estimates and a narrow beat of analysts’ EBITDA estimates.

1-800-FLOWERS had the slowest revenue growth among its peers. The stock is up 2.6% since reporting and currently trades at $4.15.

Read our full, actionable report on 1-800-FLOWERS here, it’s free.

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