Non-farm payrolls came in higher than analysts' forecasts and the unemployment rate fell to 8.8%. That good news sent the Dow Jones Industrial Average to a new 2011 high. At midday the Dow was up 78 points to 12,397 -- as reported by the Wall Street Journal.

Except for a brief sell-off to the 11,500 level, the market has moved quickly to regain lost ground and is now at new highs. Last week the USDA's crop report was bullish for grains. It's not surprising that Caterpillar (CAT) led the charge, up 1.7%. But there are always some losers. Office Depot (ODP) fell 11% after reporting a fourth quarter loss and Krispy Kreme Doughnuts (KKD), which also had a fourth quarter loss, fell 17%.

The calendar quarter winds down this week and quarterly reports are due from Apollo Group (APOL), CarMax (KMX), Global Payments (GPN), Krispy Kreme (KKD), Lennar (LEN) and McCormick (MKC). But analysts surveyed by Thomson Reuters have high hopes for results from fertilizer and animal feed maker Mosaic (MOS), apparel maker Phillips Van Heusen (PVH) and discount retailer Family Dollar (FDO). So here's a look at what they anticipate from these three companies.

Mosaic

During its fiscal second quarter, Cargill agreed to distribute its stake in Mosaic, and Mosaic also said it would redeem senior notes. Analysts anticipate that the Minnesota-based potash producer will report per-share earnings of $1.07, a jump of 53.3% from the same quarter of last year. Mosaic also is expected to post revenue of $2.4 billion for the three months that ended in February. That's a 35.9% rise from a year earlier.

Investors nervous about the possibly stalled economic recovery -- or worse, the beginning of the latter phase of a double-dip recession -- were not pleased with last week's housing numbers. Things were perhaps ameliorated somewhat by durable goods order numbers and a revised GDP that weren't as bad as expected, but that didn't stop the Dow from dipping below 10,000 later in the week, before fighting its way back above the benchmark to end the week, thanks largely to Fed chair Bernanke's comments on Friday.

Though the end of August is usually quiet, this week lots more economic data are due out, including more housing numbers: The Case-Shiller Home Price Index for June on Tuesday, construction spending numbers for July on Wednesday, and NAR's pending home sales for July on Thursday. There's not expected to be much to get excited about in these numbers.

Here are some highlights from this past week's earnings coverage on BloggingStocks:

• Advance Auto Parts Inc. (AAP) was downgraded due to concerns about its 2010 earnings outlook.
• Analogic Corp. (ALOG) received an analyst's downgrade after it reported weaker-than-expected earnings.
• AutoZone Inc. (AZO) strong Q1 results beat earnings expectations, but shares rose only a little.
• BWAY Holding Co. (BWY) received an analyst's upgrade following release of its Q4 results.
• Casey's General Stores Inc. (CASY) topped Q2 earnings estimates but lower revenue fell short.
• Ciena Corp. (CIEN) shares plummeted after it fell short of its earnings expectations for Q4.

Doughnut dean Krispy Kreme (KKD) baked up its third-quarter earnings, revealing a net loss of four cents per share. The quarterly earnings reflect provisions for the settlement of litigation and related legal costs, which totaled three cents per share. A year ago, Krispy Kreme lost nine cents per share in the third quarter.

Krispy Kreme's president and CEO noted, "Our results continued to improve year-over-year in the third quarter ... Our improved results are evidence of progress in implementing our strategic initiatives, which have us on a path toward building a growing, profitable business that is sustainable for the long term."

The earnings season, like the calendar year, is winding down. The sprinkling of quarterly results scheduled for this coming week include S&P 500 components AutoZone (AZO), Ciena (CIEN), H&R Block (HRB) and National Semiconductor (NSM), as well as Dollar General (DG), Imperial Sugar (IPSU), Krispy Kreme Doughnuts (KKD), Men's Wearhouse (MW), Talbots (TLB) and others.

Analysts surveyed by Thomson Reuters expect to see strong year-over-year and sequential EPS growth from luxury watchmaker Movado Group Inc. (MOV). During its third quarter of fiscal 2010, this Paramus, N.J.-based company was recognized for its innovative use of technology and it reported a big profit decline for the second quarter.

Here are some highlights from last week's earnings coverage from BloggingStocks:

• Abercrombie & Fitch Co. (NYSE: ANF) earnings prospects and declining sales resulted in a downgrade.
• America's Car-Mart Inc. (NASDAQ: CRMT) stronger-than-expected Q1 results led shares to a four-year high.
• ArcSight Inc. (NASDAQ: ARST) reported strong Q1 numbers on increasing demand for cyber security.
• Brown-Forman Inc. (NYSE: BF.B) Q1 results easily topped expectations despite a decline in revenue.
• Ciena Corp. (NASDAQ: CIEN) posted a Q3 loss but revenue improved sequentially, and shares rose.

Krispy Kreme Doughnuts (NYSE: KKD) reported results for the second quarter on Thursday after the bell. I haven't been a huge fan of this company, but I will concede that some of the data in the release is interesting. Maybe even encouraging.

The same-store sales went up 5.9% -- they were terrible last year at this time. Same-store sales are, as we all know, a very key metric for a business like Krispy Kreme. And the performance served as a positive counterargument to the 12% decrease in the top line.

Here are some highlights from this past week's earnings coverage from BloggingStocks:

• Aetna Inc. (NYSE: AET) lowered its 2009 earnings guidance, initially sending the share price lower.
• Ciena Corp. (NASDAQ: CIEN) reported a bigger-than-expected Q2 net loss as revenues sank.
• Collective Brands Inc. (NYSE: PSS) saw Q1 earnings and sales decline, but beat Wall Street estimates.
• Google Inc. (NASDAQ: GOOG) earnings prospects led Goldman Sachs analysts to increase its forecasts.
• Guess? Inc. (NYSE: GES) weak Q1 results topped estimates and it offered guidance that pleased investors.

Krispy Kreme Doughnuts' (NYSE: KKD) stock has had a nice run of late. It's doubled so far on the year-to-date frame. Is there something to this story? Before, there was nothing. Krispy Kreme has been a very troubled business, and it would be very difficult to convince me otherwise. But, have things changed?

Well, net income did drop in Q1. Krispy Kreme said it made t $0.03 per share. Last year at this time, the doughnut guru earned $0.06 per share. Although the profit decline isn't attractive, I liked the comps. Same-store sales at company locations increased over 2%.

Here are some highlights from this past week's earnings coverage from BloggingStocks:

• Analogic Corp. (NASDAQ: ALOG) Q1 earnings plunged well below expectations due to costs.
• CKE Restaurants Inc. (NYSE: CKR) solid Q3 earnings were in line with analysts expectations.
• Costco Wholesale Corp. (NASDAQ: COST) beat Q1 expectations and same-stores sales increased.
• Dow Chemical Co. (NYSE: DOW) lowered its guidance and announced layoffs and factory closings.
• Eastman Kodak Co. (NYSE: EK) withdrew its guidance due in part to weak consumer spending.
• Electronic Arts Inc. (NASDAQ: ERTS) lowered its outlook due to weaker-than-expected holiday sales.
• Eli Lilly & Co. (NYSE: LLY) offered a full-year profit forecast that missed analysts' expectations.
• FedEx Corp. (NYSE: FDX) lowered its earnings guidance and announced price increases.
• FuelCell Energy Inc. (NASDAQ: FCEL) reported a deeper-than-expected loss but topped sales estimates.
• H&R Block Inc. (NYSE: HRB) Q2 net loss was in line with expectations but revenue fell short.
• Hartford Financial Services Group (NYSE: HIG) raised its full-year forecast, doubling the share price.
• Hooker Furniture Corp. (NASDAQ: HOFT) shares sold off following disappointing Q3 results and outlook.
• Krispy Kreme Doughnuts Inc. (NYSE: KKD) reported a deeper-than-expected Q3 loss on increased costs.

Brother, can you spare a nickel?

In a sign of the oh-so-like- the-Great-Depression times, Krispy Kreme Doughnuts (NYSE: KKD) franchises in Seattle, Washington and Portland, Oregon, along with other related franchisees in the Pacific Northwest and Hawaii, are selling coffee for five cents. The one-per-customer-per-visit bargain is being named the Krispy Kreme New Deal.

I love the concept. Dunkin Donuts has been offering lattes and breakfast sandwiches for 99 cents in the afternoons to boost traffic in the slow time; and Starbucks (NASDAQ: SBUX) is about to roll out a "gold card" good for 10% discounts on all products. The card, which carries a $25 annual membership fee, is not a credit card but is a parallel program with the regular Starbucks gift card, which allow you to receive bonuses (a free flavoring or other upgrade for your latte beverage, for instance).

Unfortunately, the two simultaneous and mutually exclusive card programs are confusing and a scant benefit. Customers used to buy 10, get one free punch cards at independent coffee houses will see quickly that paying for a 10% discount is hardly a great deal.

Last week's preview raised the question of whether consumers were turning to comfort foods in these uncertain times, specifically in terms of second quarter earnings of Campbell Soup (NYSE: CPB) and Krispy Kreme (NYSE: KKD). Campbell's strong earnings growth topped expectations, while Krispy Kreme narrowed its loss, though it fell short of estimates.

This coming week should bring reports from more food-related companies, from cereal maker General Mills and food packager CongAgra to grocery chain Kroger, to the parent companies of restaurants Cracker Barrel, Olive Garden, Red Lobster, Carl's Jr., and Hardees. Also look for reports from tech-related companies such as Oracle, Adobe, and Palm, as well as from financials Morgan Stanley and Goldman Sachs, and from economic bellwether FedEx.

Here's what analysts surveyed by Thomson Financial are expecting from some of the companies reporting earnings this week, as compared to their results from the same period of last year:

Here are some highlights from this past week's earnings coverage from BloggingStocks:

• America's Car-Mart Inc. (NASDAQ: CRMT) topped Q1 expectations on strong growth of same-store sales.
• Campbell Soup Co. (NYSE: CPB) strong Q4 results led shares to a new 52-week high.
• FedEx Corp. (NYSE: FDX) boosted its Q1 forecast due to the recent drop in oil prices.
• Krispy Kreme Doughnuts (NYSE: KKD) narrowed its loss in Q2 but fell short of expectations.
• Lehman Brothers Holdings Inc. (NYSE: LEH) released Q3 results early to calm investor concerns.
• PharmaNet Development Group Inc. (NASDAQ: PDGI) was downgraded after lowering its guidance.
• Shuffle Master Inc. (NASDAQ: SHFL) fell short of analysts estimates, reporting flat year over year earnings.
• Texas Instruments Inc. (NYSE: TXN) reaffirmed its outlook when investors had expected a cut.
• Ulta Salon Cosmetics & Fragrance Inc. (NASDAQ: ULTA) beat estimates and offered Q3 and full-year outlook.
• Washington Mutual Inc. (NYSE: WM) was upgraded despite its disappointing Q3 results.

Upcoming quarterly reports include Kroger (NYSE: KR), Adobe (NASDAQ: ADBE), Best Buy (NYSE: BBY), Goldman Sachs (NYSE: GS), General Mills (NYSE: GIS), Morgan Stanley (NYSE: MS), ConAgra (NYSE: CAG), FedEx (NYSE: FDX), and Oracle (NASDAQ: ORCL).

Visit AOL Money & Finance for more earnings coverage.

In last week's preview we took a peek at expectations for Campbell Soup earnings, but now the company is scheduled to report fiscal fourth quarter results this coming Thursday. With Krispy Kreme also among the handful of companies scheduled to report this week, we may yet see whether consumers are turning to comfort foods in these uncertain times.

Campbell Soup Co. (NYSE: CPB), the world's biggest soup maker, is still expected by analysts surveyed by Thomson Financial to post net income of 25 cents per share (up 44.0% from a year ago) on revenue of $1.7 billion (up 7.4%). The Camden, N.J.-based company has just missed earnings estimates in the past few quarters. Its long-term EPS growth forecast is 7.9%, which is less than the industry average, but about the same as rivals Kraft Foods (NYSE: KFT) and HJ Heinz (NYSE: HNZ). The analysts' consensus recommendation is currently to buy Campbell.

Hip, Canadian apparel retailer Lululemon Athletica Inc. (NASDAQ: LULU) is also anticipated to be a big earnings gainer when it reports this week. Net income is expected to come in at 13 cents per share (up 46.2% from a year ago) on revenue of $88.2 million (up 50.3%). Lululemon met expectations when it reported 12 cents per share in the previous quarter. Its long-term EPS growth forecast is a healthy 40.2%, which is better than the industry average and that of rival Under Armour Inc. (NYSE: UA). The analysts' consensus recommendation is currently to buy Lululemon.