Wall Street Might Be Wrong to Hate Consumer Stocks
It might not be all doom and gloom for the retail sector. Continue Reading
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Fall Fashion Is Looking Preppy and Cozy This Year. 2 Stocks That Benefit.
Preppy styles from Ralph Lauren and cozy Ugg boots are back again, and the stocks should benefit. Ralph Lauren was a standout during the recently completed retail earnings season, with fiscal-first-quarter results coming in above expectati…
Left for dead in the Amazon era, Toys "R" Us is growing again
JHVEPhoto/iStock Editorial via Getty Images Toys "R" Us is making a strong brick-and-mortar move into the holiday season with a plan to open 120 new standalone stores in the U.S. The rollout will bring the toy chain's standalone footprint…
Retail Sales Were Strong. Casey’s Will Benefit.
The latest retail sales show that American consumers are still managing to power through inflation. William Blair’s Phillip Blee added the company to his firm’s Conviction List, writing that the stock’s post-earnings selloff has gone too f…
Lululemon Just Dropped 18% in a Month. Is It Time to Sell?
Quick Read Lululemon fell 18% after Meghan Frank delivered a second guidance cut, dropping the full-year EPS outlook to roughly $9.60 from last year's $13.26. Nike fell 10% and On Holding dropped 14% over the same month, suggesting athleti…
How Is Tractor Supply's Stock Performance Compared to Other Specialty Retail Stocks?
Tractor Supply company logo displayed on mobile phone By piter2121 With a market cap of $17.3 billion, Tractor Supply Company (TSCO) is a U.S.-based rural lifestyle retailer that sells products for farmers, ranchers, and rural homeowners.…
Costco, the Dallas Cowboys, and the art of valuing fan loyalty
[Costco wholesale storefront in Kaohsiung, Taiwan.] BING-JHEN HONG UBS drew a comparison to NFL team valuations when analyzing how investors might consider justifying the premium valuations of Costco (COST [https://seekingalpha.com/symbol/…
4 Retail Stocks to Buy, and 4 to Sell in a Tough Time for Shoppers
Amer Sports, Steven Madden, Carter’s, and Abercrombie & Fitch are where investors can find opportunity in the retail sector, according to one analyst. Continue Reading
American Eagle Outfitters Sinks 13% as $161M Tariff Refund Flatters Beat; Urban Outfitters Drops 3%, Abercrombie & Fitch Slips
Quick Read Strip out AEO's $161M tariff windfall and ANF's $100M refund and both retailers' Q2 earnings beats look materially weaker underneath. XRT's 0.4% dip versus AEO's 13% plunge signals a single-name repricing, not a broader retail s…
Macy’s Sinks 5% Despite Raised Full-Year Outlook, Kohl’s and TJX Barely Budge
Quick Read Macy's dropped 5% despite nearly doubling the $0.36 EPS consensus, as investors discounted a raised outlook that includes a 5-cent tariff refund benefit. Kohl's (KSS) slipped under 1% and TJX held flat, confirming the selloff is…
Signet Jewelers Surges 14% as Raised Profit Outlook Overrides Flat Sales Guidance, Tapestry Holds Steady
Quick Read Signet Jewelers surged 12% on its sixth straight earnings beat, crushing the $1.74 EPS consensus at $2.19 and raising its full-year profit guidance. Tapestry held flat and retail ETFs XRT and XLY both declined, confirming Signet…
How Is Ross Stores’ Stock Performance Compared to Other Retail Stocks
Ross Stores, Inc_ outside sign by- Ken Wolter via Shutterstock Ross Stores, Inc. (ROST) is a leading off-price retailer with more than 2,000 stores and a market capitalization of about $73.7 billion. Based in Dublin, California, the compan…
Kohl’s Rallies 7% on Rotation Into Beaten-Down Retail, Macy’s Climbs 3%, Abercrombie & Fitch Slips
Quick Read Kohl's jumps 8% and Macy's climbs 3% as buyers rotate into beaten-down department stores, reversing last week's post-earnings selloff. XRT's 0.8% gain while Abercrombie drops 2% confirms buyers are selectively funding the rotati…
Target Stock Is Up 66% in 2026: What Will It Take to Break Through $200?
Quick Read Target (TGT) surged 66% in 2026, but 23 of 38 analysts rate it Hold and the average price target already sits below the current share price. Walmart (WMT) fell 5% while Costco (COST) gained just 9%, confirming Target's rally was…
Ulta Beauty Climbs 4%, e.l.f. Beauty Rises 5% as Post-Earnings Selloff Reverses
Quick Read ULTA jumps 4% and ELF rises 5% Monday, reversing Friday's selloffs after both beat Q2 estimates and raised full-year guidance. Beauty gains outperform a falling SPY and XRT, while TGT drops 1% after ending its Ulta shop-in-shop…
Ulta Beauty Slips 4% Despite Raised Guidance and Q2 Earnings Beat, e.l.f. Beauty Pulls Back
Quick Read Ulta Beauty beat EPS by $0.35, raised full-year guidance, yet sank 6%, dragging e.l.f. Beauty down 2% on sympathy selling. XRT rose 0.7% and SPY held flat Friday, isolating Ulta Beauty's drop as single-name profit-taking, not a…
AutoZone Stock Outlook: Is Wall Street Bullish or Bearish?
Memphis, Tennessee-based AutoZone, Inc. (AZO) operates as a retailer and distributor of automotive replacement parts and accessories. Valued at $47.9 billion by market cap, the company offers an extensive product line for cars, sport utili…
Dollar General Advances 5% on Raised Full-Year Outlook, Dollar Tree Slips 3%
Quick Read Dollar General beat the $2 EPS consensus with $2.48 and raised full-year guidance, while Dollar Tree fell 4% in the same session. With XRT falling 1% and SPY rising, Dollar General's rally reads as market-share capture rather th…
Casey's Stock: Analyst Estimates & Ratings
Ankeny, Iowa-based Casey's General Stores, Inc. (CASY) operates convenience stores under the Casey's and Casey's General Store names in the U.S. Valued at $29.9 billion by market cap, the company offers food, beverages, tobacco products, h…
Dollar Tree Earnings Score With Tariff Refunds. Why the Stock Is Falling.
Shares of Dollar Tree declined Thursday as disappointing quarterly guidance overshadowed the discount retailer’s big win from tariff refunds that boosted earnings. The company posted adjusted earnings of $2.70 a share in its fiscal second…
Dollar Tree Stock Has Gained, But Earnings Will Test the Retailer’s Strategy
Dollar Tree has had a good 2026 compared with a number of other retailers, but it is facing some of the same challenges that have tripped up peers. Continue Reading
TJX Just Dropped 11% in a Month. Is It Time to Sell?
Quick Read TJX dropped 11% in a month despite beating EPS estimates and raising full-year guidance after Marmaxx, its largest segment, posted a self-inflicted 1% comp miss. ROST posted its second straight double-digit comp and surged 34% y…
Tariffs Hurt Williams-Sonoma More Than the Housing Market
Williams-Sonoma stock dropped on Wednesday even though the home specialty retailer delivered a beat-and-raise quarter in tough times for housing. The stock is up 25% this year, but down 11% from its all-time closing high of $251.78 on Aug.…
Bath & Body Works Stock Climbs on Earnings Beat. Guidance Is Mixed.
Bath & Body Works shares rose on Wednesday after the company reported second-quarter earnings of 62 cents a share, beating analyst expectations. Continue Reading
Abercrombie & Fitch Soars 37% on a $100M Tariff Refund and Raised Guidance, Ross and Kohl’s Hold Steady
Quick Read ANF surged 34% after a $100M tariff refund pushed EPS to $4.17, more than doubling estimates and triggering a sharp full-year guidance raise. Ross Stores priced in its identical tariff refund last week, while Kohl's barely moved…
Kohl’s Falls 6% Despite Raised Guidance and a $150M Tariff Refund, Ross and TJX Hold Flat
Quick Read Kohl's $150M tariff refund drove the EPS beat to $1.28, but strip it out and comparable sales still fell 0.9%, sending shares down 6%. Ross Stores grew comps 10% and TJX 4% organically, exposing Kohl's as the only peer in the gr…
Carvana Jumps 5% as Risk Appetite Returns to High-Beta Names; CarMax and Lithia Motors Inch Higher
Quick Read Carvana's beta of 3.5 fuels a 5% midday surge, leaving CarMax's modest 2% gain far behind as risk appetite chases high-beta names. XRT falling 1% while QQQ gains half a percent confirms this is a risk rotation trade, not a broad…
What Are Wall Street Analysts' Target Price for Ulta Beauty Stock?
Ulta Salon, Cosmetics By jetcityimage Bolingbrook, Illinois-based Ulta Beauty, Inc. (ULTA) is the largest specialty beauty retailer in the U.S. and a leading destination for cosmetics, skincare, fragrance, haircare, wellness products, and…
Walmart Drops 8% on Slowest Same-Store Sales Growth Since 2020; Target Holds Steady, Costco Eases
Quick Read Walmart fell 7% as U.S. same-store sales hit a 5-year low of 2.6% and Q3 EPS guidance of $0.63 missed the $0.68 consensus estimate. Target's 67% YTD gain and Costco's 89.7% membership renewal rate insulate both from Walmart's se…
Retail and consumer staples ETFs feel the brunt of Walmart's earnings slide
[Walmart storefront] Retail and consumer staples ETFs came under notable pressure Thursday morning as Walmart (WMT [https://seekingalpha.com/symbol/WMT]) shares dropped 7.3% following second-quarter results and guidance that fell short of…
Target Rises 5% on Q2 Beat, Tariff Refund Windfall, and Sharply Raised Full-Year Outlook
Quick Read Target surged 5% after Q2 EPS doubled to $4.11 on a tariff refund windfall, and full-year EPS guidance jumped to a range of $9.90 to $10.90. Target's 60% YTD gain towers over Walmart's 4% and Costco's 12%, as Jefferies calls its…
Stocks making the biggest moves premarket: Moderna, Lowe's, Estee Lauder & more
Check out the companies making the biggest moves premarket: Moderna , Merck — Shares of the pharmaceutical companies surged after a personalized cancer vaccine between the two companies showed positive results in a late-stage trial . Moder…
Nike Falls 3% to a Fresh 52-Week Low as China Weakness Overshadows Its Wholesale Rebound
Quick Read Nike printed a fresh 52-week low now 51% below its high, as China digital sales collapsed 29% and a one-time tariff windfall masked flat underlying margins. Lululemon and On Holding are down 42% and 31% YTD respectively, while b…
Wall Street is piling into the riskiest corners of the market: Chart of the Day
Yahoo Finance Markets and Data Editor Jared Blikre tracks the riskiest parts of the market in today's Chart of the Day. Video Transcript 00:00 Speaker A I took a look at the first nine trading days of every month going back to, oh, back ba…
What Are Wall Street Analysts' Target Price for Best Buy Stock?
Best Buy Co_ Inc_ store by- Michael Vi via iStock Best Buy Co., Inc. (BBY), headquartered in Richfield, Minnesota, retails consumer electronics, home office products, entertainment software, appliances, and related services through its ret…
Do Wall Street Analysts Like Carvana Stock?
Bull and bear on a tablet_Image by Ice stocker via Shutterstock Carvana Co. (CVNA), headquartered in Tempe, Arizona, operates auction sites and an e-commerce platform for buying and selling used cars. With a market cap of $79.8 billion, th…