Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Ross posted 10% comparable sales growth versus TJX's 4%, but investors sent the two off-price retailers' stocks in opposite directions after earnings a day apart.
Ross Stores grew comparable sales 10% in the quarter reported, more than double TJX's 4%, yet only one of the two stocks rose on the news.
Rising sovereign yields and a firmer oil complex tighten financial conditions into quarter-end, compounding a growth scare already visible in US consumer discretionary earnings.
A renewed selloff in government bonds weighed on European equity indices while crude oil climbed further, reviving the adverse rates-plus-energy combination that historically compresses equity multiples. The macro backdrop collided with soft US housing-adjacent retail guidance from Lowe's, underscoring a consumer under strain.