Retail earnings season kicks off Aug. 19 with investors expected to focus less on tariff-driven margin gains and more on whether companies such as Walmart, Target, Dollar General, and Five Below can sustain sales growth.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Inflation may not be rising as quickly as it was a few years ago, but shoppers are still feeling the pain every time they head to the checkout. That's made value-focused retailers such as Dollar General increasingly important for families looking to stretch every dollar, especially as we gear up ...
Retailers including Walmart and Dollar Tree are beginning to receive tariff refunds, but Bernstein says the payments are unlikely to provide a meaningful boost to consumer stocks.
Reimbursements will begin in August, says the logistics giant, whose Q4 revenue benefited substantially from Iran war-driven fuel surcharges.
Dollar General's (DG) core lower- and middle-income consumers are under pressure amid sticky inflati
A number of stocks fell in the afternoon session after the Federal Reserve held its benchmark rate at 3.5%–3.75% and revised its dot plot in a direction that few in the retail sector wanted to see: the median year-end rate estimate moved from 3.4% to 3.8%, suggesting the rate cuts delivered in late 2025 may not only not be extended, they may be partially reversed.
Stocks fall and bond yields jump after central-bank officials signaled rates could rise by the end of the year.
Thirty years ago, having a six-figure income meant you could live comfortably, with all the accoutrements of wealth. These days, it’s just enough to make you a regular shopper at Dollar General. As inflation continues to rise and economic headwinds continue to squeeze household budgets, the “value ...
Most investors fear lingering inflation will chip away at Dollar General's foot traffic, which has defied the odds so far.
Five Below fell more than 13% after Q1 2026 earnings beat estimates, as cautious second-half guidance and tariff uncertainty overshadowed strong revenue and EPS results.
Broadcom is set to be the final semiconductor giant to report earnings for the quarter, as a historic rally in chipmaker stocks shows little signs of abating. Investors will also watch Friday’s jobs report—one of the first major economic indicators that will inform the Federal Reserve under its new chairman, Kevin Warsh.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come for the week of June 1, including fresh labor market data and quarterly results from consumer, retail, and AI sectors.
Pre-Market Stock Futures: Futures are trading higher as we hit the mid-week point, as the technology-led rally continues to spiral higher. While the major indices finished the day mixed, the technology-heavy Nasdaq led the way once again, closing at a new record high of 26,656, up 1.19%, while the S&P 500 also set a new ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More

Asking for a Trend Host Brooke DiPalma previews several of the biggest stories to come throughout this week, including the latest filings regarding OpenAI's (OPAI.PVT) planned IPO, earnings out from companies like Salesforce (CRM), and the Personal Consumption Expenditures (PCE) report for April inflation data. Markets will be closed this Monday, May 25, for the Memorial Day Weekend holiday.
GAP heads into Q1 earnings with revenues seen up 1.8% but EPS down 23.5% as tariffs and Athleta softness test its reinvigoration plan.
DLTR heads into Q1 results with store portfolio upgrades and broader assortments supporting demand, even as tariffs and rising costs pressure margins.