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Memorial Day marks the unofficial start of summer in the U.S. and a holiday for markets, which reopen Tuesday. Investors will get their latest sense of how the American consumer is grappling with the wartime inflation surge.
Earnings season is slowing down, but the stock market uptrend is still showing plenty of signs of life as Wall Street awaits a new round of earnings reports from top stocks like Dell Technologies, Toronto-Dominion Bank, a current holding in the Leaderboard model portfolio, and Costco. Dell stock soared early Friday after Wells Fargo raised Dell's price target substantially to 270 from 180 while maintaining an overweight rating. Dell hasn't looked back after an initial breakout from a cup-with-handle base on March 16.
BJ's Wholesale Club (NYSE:BJ) reported a solid start to fiscal 2026, with management pointing to membership gains, higher fuel volumes, digital adoption and new club openings as key drivers of first-quarter performance. Chairman and Chief Executive Officer Bob Eddy said the retailer’s results were
Costco’s business model has always been deceptively simple. The warehouse retailer sells groceries, electronics, appliances, and even gold bars at razor-thin margins. It then makes a huge chunk of its profit from membership fees. In its fiscal second-quarter 2026 earnings report, Costco said ...
Walmart (WMT) stock has taken a dip on its first quarter results that were in line with Wall Street estimates, reporting $177.8 billion in revenue and adjusted earnings of $0.66 per share. The retailer also reported 4.1% in US same-store sales growth and maintained its full-year outlook. TD Cowen senior research analyst Oliver Chen reacts to Walmart's figures and explains how he is viewing value themes overtake the retail sector as consumers remain hard pressed by higher prices.
Walmart (WMT) stock has taken a dip on its first quarter results that were in line with Wall Street estimates, reporting $177.8 billion in revenue and adjusted earnings of $0.66 per share. The retailer also reported 4.1% in US same-store sales growth and maintained its full-year outlook. TD Cowen senior research analyst Oliver Chen reacts to Walmart's figures and explains how he is viewing value themes overtake the retail sector as consumers remain hard pressed by higher prices.
Target (TGT) came out swinging this quarter as the retailer boasted adjusted earnings of $1.71 per share (vs. Bloomberg estimates of $1.43) and revenue of $25.44 billion (vs. estimates of $24.1 billion). Coresight Research founder and CEO Deborah Weinswig comments on the progress that Target CEO Michael Fiddelke has made in the store's turnaround plan. Fiddelke told Yahoo Finance that the company saw "broad-based" strength across its customers as it prioritized pricing on everyday items.
Costco is enjoying a strong 2026, with shares up 27%, while Walmart recently surpassed the $1 trillion market cap milestone.
Dollar General wants to be more than just a cheap place to buy groceries and household staples. The retailer has invested heavily in improving its stores. That's perhaps not a direct response to a 2024 episode of “Last Week Tonight,” in which John Oliver highlighted the many problems in its stores, ...
Inflation isn’t killing consumer spending—it’s evolving it. Follow the money flow to see the structural shift moving billions into resale, repair, and discount giants. American consumers are rerouting their spending rather than pulling back. With University of Michigan sentiment at 48.2, the savings rate down to 3.6% from 5.1% in early 2025, and energy prices ... The Selective Shopper’s Portfolio: 6 ETFs Positioned for the Circular Economy Shift
As someone who's been a Costco member for 20 years and an Executive member for most of them, I'm often asked why I continue to pay for access to a store I'm going to spend money at. After all, I could just waltz into Walmart and load up on low-cost groceries and household essentials instead. But a ...
Costco Wholesale's (COST) fiscal third-quarter earnings are expected to fall short of consensus esti
The class-action complaint claims Amazon prioritized political goodwill over reimbursing shoppers for invalidated IEEPA tariffs.
Consumer complaint adds legal risk after Supreme Court tariff ruling
President Trump’s trading activity surged in the first quarter, totaling more than 3,700 transactions, according to recent financial disclosures. The disclosures, published by the U.S. Office of Government Ethics late last week, include millions of dollars in transactions relating to companies such as Nvidia, Alphabet and Amazon.
In the battle of Costco versus Sam's Club, Costco has long been the clear unofficial winner. Interestingly, in a recent comparison by The Kitchn, Sam's Club was shown to have slightly better prices than Costco across a range of key categories. And Sam's Club's membership fees are lower than ...
A viral X post recycles 2023 Costco CFO comments as fresh recession warnings while US beef prices hit record highs.
Americans are feeling increasingly uneasy about the economy. Consumer sentiment has been alarmingly weak, according to recent University of Michigan sentiment readings. At the same time, inflation has soared since the Iran war broke out. In April, the Consumer Price Index rose 3.8% on a ...
Costco has never been afraid to wade into politics in the interest of its members. In January, for example, 98% of its shareholders voted in favor of what could be considered a hot-button political issue. "Costco shareholders voted down a shareholder proposal urging the wholesale club operator to ...
(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi
GEN Restaurant Group (NASDAQ:GENK) said first-quarter traffic remained pressured by macroeconomic headwinds, including higher fuel prices that management said weighed on discretionary spending, particularly in California, where the company has a large store base. Chairman and CEO David Kim said sam
BranchOut Food (NASDAQ:BOF) executives said the company is focused on increasing factory utilization, diversifying its customer base and building inventory to support what management expects to be a record second quarter. During the company’s first-quarter 2026 earnings call, CFO John Dalfonsi said
I have a theory about Costco. When the economy gets confusing, when tariffs are rising, inflation is creeping back, and nobody is quite sure what happens next, people don't stop spending. They just get smarter about where they spend. Costco (COST) is where smart spending goes. That theory got fresh ...
Nike is the latest brand to come under fire from consumers seeking payback for the tariffs they say they paid in the form of higher prices at retail.
Shares of Monster Beverage surged 15% after it posted a better quarter than Wall Street expected, just a day after rival Celsius delivered a better-than-expected earnings report.
Costco members are taking the retailer to court over its plan to lower prices. Win or lose, the case is going to have big implications for retailers in the months to come.
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