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Tag

retail

15 articles

Lululemon Slashes Q3 Guidance: Mid-Teens North America Decline Shows Deeper Demand Crisis
U.S. EquitiesYesterday
Lululemon Slashes Q3 Guidance: Mid-Teens North America Decline Shows Deeper Demand Crisis
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.
Costco's $4.99 Chicken Anchors Consumer Expectations as Inflation Spreads
Macro & Rates6d ago
Costco's $4.99 Chicken Anchors Consumer Expectations as Inflation Spreads
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 Beats Q2, Raises FY27 Guidance on 4.1% Comp Sales Growth
U.S. Equities8d ago
Best Buy Beats Q2, Raises FY27 Guidance on 4.1% Comp Sales Growth
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.
Dick's Sporting Goods Posts Worst Single-Day Drop on Record as Retro Sneaker Demand Collapses
Research & Analysis9d ago
Dick's Sporting Goods Posts Worst Single-Day Drop on Record as Retro Sneaker Demand Collapses
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.
Shein's $27B Hong Kong IPO: A 72% Markdown on Broken Unit Economics
Technology10d ago
Shein's $27B Hong Kong IPO: A 72% Markdown on Broken Unit Economics
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.
Target's 160-Basis-Point Comp Beat Masks Discretionary Category Weakness
Research & Analysis16d ago
Target's 160-Basis-Point Comp Beat Masks Discretionary Category Weakness
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.
Costco Moves Into Medicare, Extending Its Low-Cost Model Beyond Retail
U.S. Equities17d ago
Costco Moves Into Medicare, Extending Its Low-Cost Model Beyond Retail
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.
Frasers Group Acquires Harvey Nichols in Pre-Pack Deal After Five Years of Losses
Research & Analysis22d ago
Frasers Group Acquires Harvey Nichols in Pre-Pack Deal After Five Years of Losses
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.
Ulta Beauty Faces Direct K-Beauty Challenge as Olive Young Expands in U.S
U.S. Equities41d ago
Ulta Beauty Faces Direct K-Beauty Challenge as Olive Young Expands in U.S
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
Kroger Price Cuts Show Margin Pressure Across Grocery Sector
U.S. Equities104d ago
Kroger Price Cuts Show Margin Pressure Across Grocery Sector
The retailer will reduce prices on thousands of products to defend market share, raising profitability concerns industrywide
Walmart Executive Exits Show Furner's Leadership Consolidation
U.S. Equities105d ago
Walmart Executive Exits Show Furner's Leadership Consolidation
Two senior departures mark CEO John Furner's effort to reshape the retail giant's operations and strategy
Walmart Earnings: JPMorgan Sets $72 Target as Retail Giant Faces Spending Slowdown
U.S. Equities106d ago
Walmart Earnings: JPMorgan Sets $72 Target as Retail Giant Faces Spending Slowdown
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 Stock Nears $39.88: Decade-Low Shows Persistent Headwinds
U.S. Equities110d ago
Nike Stock Nears $39.88: Decade-Low Shows Persistent Headwinds
Nike shares trade near their Sept. 2014 low of $39.88, last hit as LeBron James rejoined Cleveland, highlighting current market pressures
Elliott Preps Barnes & Noble IPO With Aggressive Cost Cuts
U.S. Equities117d ago
Elliott Preps Barnes & Noble IPO With Aggressive Cost Cuts
Private equity firm implements cost reduction and inventory optimization to boost profitability before potential public debut
Macy's, Nordstrom Must Adapt as Weight-Loss Drugs Reshape Bridal Market
U.S. Equities124d ago
Macy's, Nordstrom Must Adapt as Weight-Loss Drugs Reshape Bridal Market
The widespread adoption of GLP-1 agonists is fundamentally altering consumer demand for formal wear, challenging traditional retailers to overhaul inventory and product strategies.