Catalyst Calendar - February 16, 2026 (EOD)

 ## Today's Catalyst Results - **Hyatt Executive Chairman Pritzker Steps Down** - Result: Pritzker announced his retirement, citing "terrible judgment" related to ties with Jeffrey Epstein. - Market reaction: Shares of **$H** saw a slight decline amid concerns over governance issues. - **BHP's Profit Surge** - Result: BHP reported a 22% increase in first-half profit, driven by higher copper demand. - Market reaction: **$BHP** shares reached a record high, reflecting investor confidence in commodity strength. - **Baby Bunting Presentation** - Result: The company reported record sales and strong margins in their 1H FY26 update, citing successful strategic initiatives. - Market reaction: Positive sentiment around **$BBN** shares, with a modest increase in trading. - **Casio Q3 FY2026 Results** - Result: The timepiece segment drove a significant 976% surge in operating profit. - Market reaction: Shares of **$CSIOY** rose sharply as investors reacted positively to the strong performance. - **Reliance Worldwide Earnings Call** - Result: The company experienced a stock dip post-H1 earnings report. - Market reaction: **$RWC** shares fell as investors expressed disappointment regarding future guidance. - **HealthCo's 1H FY26 Presentation** - Result: Company reported strong portfolio metrics despite challenges related to Healthscope. - Market reaction: Neutral effect on **$HCL** shares as investors awaited more clarity. - **Deterra Royalties' Profit Jump** - Result: Deterra announced a 36% profit increase along with a strengthened balance sheet in their 1H 2026 presentation. - Market reaction: Positive movement in **$DRR** shares, reflecting investor optimism. ## Surprise News Today - **$COST** - Costco faced a class action lawsuit related to alleged salmonella risks. - Reaction: Shares dipped slightly as market participants weighed potential liabilities. - **$TWLO** - Twilio's stock faced pressure after news of a significant insider selling by its CTO amid a broader tech selloff. - Reaction: Negative sentiment drove shares lower, reflecting concerns on leadership confidence. ## After-Hours Catalysts - **$LB** - L Brands will release earnings tonight, and investors will be watching for updates on sales performance and guidance. - **$SNAP** - Snap's earnings call is also scheduled, where analysts will focus on user growth and revenue forecasts. ## Tomorrow's Calendar - **ADP Employment Report** - Time: 8:15 AM ET - Watch for: Insights into job market strength, which could influence Fed interest rate decisions. - **NY Manufacturing Index** - Time: 10:00 AM ET - Watch for: Economic health indicators that could impact market sentiment. - **Federal Reserve Speakers** - Various times - Watch for: Comments on monetary policy could drive market volatility. ## This Week Ahead - **February 20**: Earnings from **$TGT** and **$WMT** - Investors will look for insights into consumer spending trends. ## Highest Conviction Setup - Stock: **$BHP** - Catalyst: Strong first-half profit driven by copper demand. - Thesis: With a robust balance sheet and increasing demand for copper, **$BHP** is positioned for continued growth, especially in light of global economic recovery narratives.