Retail

Analyst Matthew Boss slashed his price target 38% after Lululemon's Q2 results and guidance revealed North America comps down 12%, China growth stalling, and Q3 EPS 60% below consensus.

Major grocery chains including Trader Joe's, Whole Foods, Kroger and Albertsons will operate normal hours on Sept. 7, capitalizing on holiday consumer spending

Costco's membership model is durable, but at 47 times trailing earnings—versus 30 times a decade ago—the stock has priced in years of growth.

Lululemon projects Q3 revenue down 10-11 percent and North American sales falling mid-teens, citing negative publicity and weak product launches as demand craters in its core market.

The retailer's 15-year price freeze on rotisserie chicken, absorbing rising input costs, illustrates how targeted pricing by major retailers can distort central bank inflation assessments.

Best Buy raised full-year EPS guidance to $6.70–$6.90 after Q2 adjusted EPS of $1.47 beat consensus by 10 percent on strong comparable sales growth.

DKS fell 31 percent Tuesday to $124.31 after the $2.4 billion Foot Locker acquisition dragged down full-year guidance, pulling Nike, adidas and footwear peers down with it.

The fast-fashion retailer prices shares at a valuation less than a third of its 2022 peak, facing slower growth, tariff exposure, and structural margin pressures that public investors will scrutinize immediately.

Q2 comparable sales of 3.8 percent trounced consensus by 160 basis points, but one-time tariff benefit inflated earnings; apparel and home remain structural drags.

The warehouse chain that built a multibillion-dollar travel business over 25 years is now moving into Medicare plan distribution, adding a regulated financial product to its ancillary portfolio.

Harvey Nichols posted a £177.6 million post-tax loss for the year ended March 29, 2025, its fifth consecutive unprofitable year before Frasers moved to acquire it.

Olive Young's rapid U.S. store expansion and strong early traffic signal growing consumer demand for K-beauty, pressuring Ulta Beauty and e.l.f. Beauty

The retailer will reduce prices on thousands of products to defend market share, raising profitability concerns industrywide

Two senior departures mark CEO John Furner's effort to reshape the retail giant's operations and strategy

Wall Street expects $1.60 EPS and 3.2% comparable sales growth, down from 4.7% last quarter, when the retailer reports May 21

Nike shares trade near their Sept. 2014 low of $39.88, last hit as LeBron James rejoined Cleveland, highlighting current market pressures

Private equity firm implements cost reduction and inventory optimization to boost profitability before potential public debut

The widespread adoption of GLP-1 agonists is fundamentally altering consumer demand for formal wear, challenging traditional retailers to overhaul inventory and product strategies.