
HD is leaning on tariff refunds, pricing, sourcing and supply-chain actions to protect margins as fuel, energy and input costs stay elevated.
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HD is leaning on tariff refunds, pricing, sourcing and supply-chain actions to protect margins as fuel, energy and input costs stay elevated.

A static dividend yield quietly loses ground every month inflation climbs, but five companies have been raising their payouts fast enough to fight back. The question is which ones have the cash flow to keep doing it.

Some companies have raised their dividends through recessions, pandemics, wars, and market crashes without missing a single year, and five of them may be the steadiest income plays a retiree can own right now.

Walmart Inc. (NASDAQ:WMT) and The Home Depot, Inc. (NYSE:HD) are both booking real tariff refund windfalls, but reporting and using the money in noticeably different ways, CNBC reported. Walmart CFO John David Rainey said the company is eligible for roughly $2.9 billion in refunds, has yet to receive just under $100 million of that, and […]

Retail earnings reveal a K-shaped consumer split: Home Depot and Lowe's post solid home-improvement sales, while Walmart and Five Below face mixed results amid tariff and margin pressures.

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. 7, according to Dow Jones Market Data. While other retailers are logging tariff refunds, Williams-Sonoma is feeling a sting.

WSM beats fiscal Q2 earnings and revenue estimates and raises its 2026 outlook, but shares dip as tariffs pressure adjusted margins.
Walmart is investing its $2.9 billion return into price cuts, while Target plans for additional reimbursements and Home Depot and Lowe’s offset higher costs.

Walmart set a somber tone for the first week of retailer earnings, but that wasn’t the whole story. The big news was Walmart’s sales woes as the Bentonville, Ark.-based giant reported a same-store sales decline—the first since 2020. Target meanwhile, showed some signs of life, reflecting its turnaround efforts.

Home improvement retailer Lowe's (LOW) released mixed second quarter results. Yahoo Finance Senior Reporter Brooke DiPalma comes on Market Catalysts to break down the areas where Lowe's is still seeing pressure on consumer spending and CEO Marvin Ellison's latest comments on the company's tariff refund.

Target just posted its strongest quarter in years, but strip out a one-time government windfall and the story gets far more complicated. Here is what the headline numbers are hiding about whether this retailer's turnaround is built to last.

LOW beats Q2 earnings estimates with tariff refunds helping results, while sales miss and DIY pressure lead to a narrower fiscal 2026 outlook.

Today Federal Reserve: FOMC minutes from Fed’s July meeting Earnings (a.m.): Target, Lowe's, TJX, Analog Devices, Estee Lauder Economic data: EIA weekly petroleum status report, CPI (UK), PPI (UK) Tomorrow Earnings: Walmart, Alibaba, Deere & Co.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Wednesday, August 19, including earnings from major retailers TJX (TJX), Lowe's (LOW), and Target (TGT), alongside the minutes from the Federal Reserve's most recent FOMC meeting.

US stock futures are treading water this morning, with traders caught between the Federal Reserve's next move and a fresh batch of retail earnings. Dow futures dipped 0.2%, the S&P 500 nudged up 0.1% after a third straight weekly gain, and the Nasdaq-100 added 0.5%. It's a quieter week...

U. S. stock futures were mixed on Monday as investors further reduced expectations for an interest rate increase from the Federal Reserve in September following a run of softer economic data.

Latest filings show the Bill & Melinda Gates Foundation Trust opened a new position in Home Depot (NYSE:HD), worth about $353 million, during the second quarter. The stock is down about 15% over the past year. What’s plaguing HD? High mortgage rates and inflation pressures are causing lower new home construction and renovation projects. This […]
TGLS pairs a record $1.4B backlog and broader U.S. expansion with margin pressure from tariffs and aluminum costs, favoring investor patience.
A 12% yield looks unbeatable on day one. A retiree who wants $60,000 a year needs only about $500,000 at that yield, compared with roughly $1.7 million at a 3.5% yield. But retirement income is not a one-year problem. The better question is which income stream can hold up after inflation, market cycles, and years ... The Dividend Growth Snowball: How Modest Income Today Can Become Serious Income Later
Earlier this week, investors focused on Home Depot as broader markets reacted to second-quarter earnings season, Federal Reserve minutes and sector-specific shifts, with defensive names like the retailer weighing on the Dow while growth stocks lifted the Nasdaq. Attention is increasingly turning to how Home Depot’s push into HVAC and professional contractor services may reshape the competitive balance with Lowe’s and influence long-term positioning in the home improvement market. We will now...
A retiree who starts with a 10% dividend yield can collect far more income on day one than someone earning 3.5%. Twenty years later, the tables may have turned. One income stream stayed flat while inflation chipped away at its buying power. The other kept growing year after year until it was paying dramatically more. ... Double Your Retirement Income in a Decade. Here’s How.
Nike announced a CFO transition and said fourth-quarter results remain on track, excluding a one-time tariff refund benefit.
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