Market Pulse · Costs & Margins

Operating expenses (SG&A)

Every S&P 500 company that raised Operating expenses (SG&A) in its filings, earnings calls, press releases or news coverage over the last 7 days — grouped by the canonical driver, so the same subject lines up across companies whatever each called it.

2 companies · 2 events · 1 negative · 1 no estimate (counted in companies, so the parts add up)

Companies raising Operating expenses (SG&A)

• MU — Operating Expense TrendsImportance 63 · Surprise 64
  MICRON TECHNOLOGY INC · 8-K · 2026-09-30
  GAAP operating expenses increased to $3.296 billion in fiscal Q4 2026 from $1.738 billion sequentially and $1.400 billion year over year. Fiscal 2026 operating expenses were $8.164 billion, up 60.0% from $5.103 billion…
• NKE — Operating Expense TrendsImportance 36 · Surprise 14
  NIKE, Inc. · 8-K · 2026-10-01
  Selling and administrative expense decreased 3% to $3.910 billion, or 34.9% of revenue versus 34.3% a year earlier. Demand creation expense increased 5% to $1.252 billion, primarily because of higher brand marketing…

Other Costs & Margins themes

• Gross margin
• Profitability
• Input costs
• Labor
• Restructuring
• Supply chain