Retail sales, consumer confidence, staples vs discretionary and pricing power.
24 report(s) in the archive
Consumer spending stayed strong even as the Federal Reserve's preferred inflation gauge undershot expectations, reinforcing bets on a soft landing.
US inflation for August rose less than economists expected while consumer spending remained robust, and major indexes moved mostly higher in the September 30 session.
Casey's General Stores, American Eagle and Chewy each posted results that topped some expectations, yet all three saw shares fall.
Casey's General Stores beat profit estimates but a soft sales number sent its stock tumbling, while American Eagle fell even after holding its forecast steady and Chewy dropped despite beating on profit.
The 300,000-share sale came through family foundation and other indirect entities as the retailer's shares climbed.
Best Buy's Chairman Emeritus sold 300,000 shares for $27.8 million as the stock rose, part of a broader wave of insider selling across companies this week.
The Polish e-commerce firm's stock rally followed a rating change rather than new company guidance, according to wire reports.
Allegro.eu shares rallied after Barclays upgraded the stock, with the bank citing multiple growth levers still available to the company.
The fast-fashion retailer's long-delayed listing priced at what dealers called a bargain valuation, yet shares slid instead of holding the line.
Shein shares fell in their Hong Kong trading debut on August 31 after the company priced its long-awaited IPO at a discounted valuation, with some reports predicting only a flat open.
The retailer's latest update gave investors reason for optimism, though the specific figures behind the move were not detailed in the report.
Abercrombie & Fitch stock rose sharply this week after the company issued a business update that investors read as good news.
A post-earnings analysis is now working through the retailer's next catalysts after the stock's decline.
Dollar Tree stock fell following its latest earnings report, prompting analysts to lay out the next catalysts investors should watch.
Kohl's, Abercrombie & Fitch, Walmart and Williams-Sonoma reported this cycle, but their headroom to expand margins looks very different.
This earnings season is drawing a line between retailers analysts say still have room to expand margins and those seen as near their ceiling.
Both card networks touched fresh all-time highs even as shoppers grow more selective, while Visa's own CEO sold $2.16 million in stock the same week.
Visa and Mastercard shares hit fresh records as aggregate U.S. consumer spending held up, even as shoppers became more selective about purchases.
The e-commerce giant is turning to equity markets for what would be one of the largest share placements in the city's history.
Alibaba is planning a Hong Kong share sale of $10.2 billion, up from an initial proposal of $10 billion, to fund artificial-intelligence investment.
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.
Record membership growth and digital sales gains drove the warehouse retailer past Wall Street expectations.
BJ's Wholesale Club beat Q2 fiscal 2026 estimates and raised its full-year outlook, citing record membership and digital growth.
The apparel retailer's second-quarter results topped Wall Street forecasts on both the top and bottom line, sending shares higher in the latest session.
Buckle stock rose 5% after the company beat second-quarter revenue and earnings estimates.
Universal Store and Super Retail shares jumped on strong second-half sales while IDP Education, Sonic Healthcare and IPH fell on their own numbers.
The 19 and 20 August batch of Australian full-year results split cleanly: discretionary retailers were rewarded for sales growth, while companies exposed to student visas, pathology volumes and patent filings were sold despite headline growth.
Retail sales data suggest record protein costs are at last suppressing volume demand, marking a shift from resilient pass-through pricing to genuine demand destruction at the lower-income end of the consumer economy.
Fresh retail sales evidence indicates record ground beef prices may have crossed the threshold from inflationary pass-through into outright demand destruction. The development reinforces the K-shaped consumer thesis and carries direct implications for casual-dining operators, packaged food and grocery margins.
Industrial production undershoots consensus while retail sales grow just 0.6% year-on-year, reinforcing expectations of further policy support even as Chinese and Hong Kong equities rallied on a technology-led bid.
China's July activity data came in weaker than expected across both production and consumption, with industrial output up 4.5% y/y and retail sales advancing a bare 0.6%. The soft print sharpens the debate over the scale and timing of additional fiscal and monetary support, though equity markets in Shanghai and Hong Kong looked through the miss, led higher by technology names.
Retailer's warning on a weak start to FY27 sends shares sliding, while Aurizon's 24% earnings jump fails to prevent a 10% drawdown — a market punishing forward guidance over trailing performance.
The ASX reporting season delivered a stark divergence between reported results and share price reactions. JB Hi-Fi tumbled on soft FY27 commentary, Aurizon fell 10% despite a 24% profit surge, and a2 Milk, Iress, New Hope and Australian Clinical Labs added to a crowded, guidance-sensitive tape.
The coming session sequence pairs the two most important global consumer read-throughs with the Federal Reserve's policy transcript, while a 53-year-old lawn and garden retailer's Chapter 11 filing underscores widening stress in discretionary retail.
Alibaba and Walmart headline next week's earnings calendar, offering the cleanest available signal on Chinese and US household spending, with the release of FOMC meeting minutes providing the policy counterpoint. Against that macro backdrop, a 53-year-old lawn and garden retailer is facing Chapter 11 with liquidation on the table. Elsewhere, Bill Gates' foundation portfolio added Home Depot, Alphabet is contending with thousands of lawsuits, and a long-standing Berkshire dividend holding hit an all-time high in Greg Abel's first period at the helm.
Goldman Sachs downgrades Douglas after a weak Q3 marred by competitive intensity, while Birkenstock slides and European e-commerce names post uneven results — evidence the consumer trade is fragmenting by brand and price point.
A cluster of European consumer results and sell-side actions points to deteriorating pricing power and intensifying rivalry in beauty, footwear and online retail, even as Lowe's and select U.S. retailers head into a pivotal reporting week.
A heavy slate of target revisions from Guggenheim, Canaccord and UBS spans oncology, energy and household products, even as a 20% collapse in Chinese passenger vehicle retail sales flags a genuine demand shock in the world's largest auto market.
Sell-side research activity clustered in clinical-stage biotech and consumer discretionary names, with upgrades for ConocoPhillips, SharkNinja, BridgeBio and Cogent offset by reductions at Middleby and Neurogene. The sharper signal came from China, where July passenger vehicle retail sales fell 20% year over year.