Catalyst watch: Levi Strauss earnings, Ford sales and travel stocks put to the test
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Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning's regular Stocks to Watch article for a full list of events planned for the week or the Seeking Alpha earnings calendar for companies due to report.
Monday - July 4


All day - U.S. markets will be closed for observance of the the Independence Day holiday.

Tuesday - July 5


All week - Options trading volume has moved higher on a number of consumer sector stocks, including DoorDash (DASH), Portillo's (PTLO), Vista Outdoor (VSTO), and Caesars Entertainment (CZR). Retailers Big 5 Sporting Goods (BGFV), Big Lots (BIG), and Bed Bath & Beyond (BBBY) are high on the list of most heavily shorted stocks. Mullen Automotive (MULN), Shopify (SHOP), and Carnival Corporation (CCL) are seeing strong interest on social media channels.

All week - Watch for monthly traffic reports from U.S. airline companies to potentially include updates on key metrics for Q2 and new guidance for Q3. Stocks to watch include American Airlines (AAL), Delta Airlines (DAL), Southwest Airlines (LUV), United Airlines (UAL), JetBlue (JBLU), Hawaiian Holdings (HA), Alaska Air Group (ALK), Allegiant Travel (ALGT), Spirit Airlines (SAVE), Mesa Airlines (MESA), SkyWest (SKYW), Sun Country Airlines (SNCY), and Frontier Group (ULCC).

All day - Analyst ratings will start on Phoenix Motor (PEV) following the expiration of the quiet period.

All day - Ford (F) will report U.S. sales for the month of June. Investors will be watching for the tally of all-electric F-150 Lightnings that were moved.

Wednesday - July 6


All day - Shareholders with Social Capital Suvretta Holdings Corp III (DNAC) will meet to vote on the deal to take ProKidney public in a SPAC deal. ProKidney is described as a company that has the potential to restore kidney function by using the patientâs own kidney cells. Social Capital Suvretta Holdings Corp III has Chamath Palihapitiya as a backer. If approved, the combined company could start trading later in the week under the PROK symbol.

All day - New York Federal Reserve Bank President John Williams will give opening and closing remarks before New York Fed Web Series on Culture: Shifting Norms? The Intersection of Technology and Culture in Financial Services organized by the Federal Reserve Bank of New York.

All day - IPO lockup expirations hit for Amylyx Pharmaceuticals (AMLX), CinCor Pharma (CINC), Vigil Neuroscience (VIGL), and Hour Loop (HOUR). CinCor is the only one of the four trading above its IPO pricing level.

All day - The go-shop period on the $61B acquisition of VMware (VMW) by Broadcom (AVGO) expires.

2:00 p.m. Traders will break down the release of the minutes from the June 14-15 FOMC meeting.

Thursday - July 7


All day - Solid Biosciences (SLDB) is one of the key companies to watch at the 17th International Congress on Neuromuscular Diseases. SLDB will participate in the PS03: Selected Abstracts for Oral Presentation session.

All day - St. Louis Federal Reserve President James Bullard is scheduled to discuss the U.S. economy and monetary policy. Bullard is considered the most hawkish of the FOMC participants.

9:00 a.m. Advent Technologies Holdings (ADN) will host a virtual Investor Day. Senior executives will discuss the companyâs most recent advancements in its fuel cell products and systems, business activities in markets across the U.S., Europe, and Asia, and hydrogen development projects.

9:00 a.m. Cidara Therapeutics (CDTX) will host a virtual research and development day. The virtual event will feature a panel discussion with oncology key opinion leaders on Cidara's Cloudbreak platform.

Postmarket - Levi Strauss (NYSE:LEVI) and WD-40 Company (WDFC) are both scheduled to report earnings with options trading implying a move of at least 8% after the numbers are posted.

Friday - July 8


All day - The twice-delayed Spirit Airlines (SAVE) shareholder vote on the planned sale to Frontier (ULCC) is set. Watch JetBlue Airways (JBLU) as well as the drama plays out.

All day - Watch for analysts to report back on pricing and volume trends in the travel industry after what is expected to be a week of heightened discounting and deals just ahead of Amazon Prime Day (July 12-13). The read-through could be key for Booking Holdings (BKNG), Airbnb (ABNB), Tripadvisor (TRIP), and Expedia (EXPE).

All day - It is the last trading day before data from Freeline Therapeutics Holdings (FRLN) on FLT180A is released at the International Society on Thrombosis and Haemostasis Congress. Shares of Freeline have been rallied in the past off positive FLT180A developments.

8:30 a.m. The U.S. jobs report for June is expected to show 250K jobs were added to the economy during the month and the unemployment rate held steady at 3.6%. Average hourly earnings are forecast to be up 5.2% compared to a year ago.