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Plus: Tokenized stocks get the green light from U.S. regulator and credit card companies want AI bots to do your shopping.

A letter from a Republican and a Democrat asks the agency to determine whether the retail giants properly moderate country-of-origin claims.

Costco Wholesale's (COST) fiscal fourth-quarter core earnings are likely to fall short of Wall Stree
A federal judge has cleared Estée Lauder Companies to proceed with and expand its trademark lawsuit against Walmart over fake luxury beauty products sold.

Kroger cuts its fiscal-year same-store sales outlook, citing the impact of the Inflation Reduction Act.

The new probe into retailers seems to build on the department’s antitrust investigation into meatpackers.

The Department of Justice (DOJ) has extended the federal government’s scrutiny of rising beef prices to the retail level of the food supply chain. The retailers now under investigation include Kroger, Publix, Walmart Inc., Albertsons, Aldi, Ahold Delhaize, Costco Wholesale...

Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.

The US Justice Department expanded its antitrust inquiry of the meatpacking industry by demanding information on surging beef prices from eight major food retailers, including Amazon.com Inc., Costco Wholesale Corp. and Walmart Inc.

The Federal Trade Commission on Monday filed a lawsuit against Amazon.com alleging that the e-commerce giant manipulated prices businesses paid to advertise on its retail platform, reaping tens of billions of dollars for itself over seven years. The lawsuit, joined by a bipartisan group of more than 20 state attorneys general, alleged that Amazon deceived advertisers by secretly raising the minimum price advertisers had to pay to place ads promoting their products. Third major litigation: The case, filed in a Seattle federal court, becomes the consumer-protection agency’s third major case against Amazon, which agreed to pay $2.5 billion last year to settle an earlier suit alleging it tricked people into signing up for its Prime service and made it hard to cancel the subscription.

The Justice Department once threatened Walmart's pharmacies with billions in civil penalties over opioid prescriptions. What prosecutors actually walked away with tells a very different story about who held the leverage.

The company has promoted Michael Francis to reverse the denim giant's slide.

In a turn of good fortune, tariff refunds are arriving for companies as they confront higher costs stemming from the war in Iran, WSJ Leadership Institute reporters Kristin Broughton and Jennifer Williams write. In a story published this morning, Kristin and Jennifer take a look at the retailers and consumer goods companies using their refunds to fund price cuts. Walmart CFO John David Rainey nodded to these pressures in an earnings call this month, discussing the retailer’s move to cut prices on 11,000 items, funded with its $2.9 billion refund.

Beauty, Walmart and Tractor Supply are funding price cuts with refund payments due to them after the Supreme Court earlier this year struck down President Trump’s global tariffs. The price cuts are aimed at boosting sales at a time when many consumers are looking for value, stretched thin from years of rising costs. Tariff refunds are also helping companies protect their profit margins amid a spike in inflation.

Associate Attorney General Stanley Woodward said federal pharmacy rules exist to protect the public and that profit cannot justify conduct that fuels the opioid epidemic.
Walmart Reaches Federal Opioid Settlement as Legal Overhang Fades

The retailer cut its outlook for the second time this year and fired its chief growth officer after logging disappointing revenue and traffic in the second quarter.

The supplier also sold fresh products to Albertsons, Safeway, H-E-B, The Fresh Market, and Meijer.

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.

Walmart stock slipped after its Q2 miss. Can its growth justify a sky-high valuation that touches the likes of Nvidia?

August hasn’t been kind to Walmart investors.

Is Walmart stock a Buy or Hold?

Walmart Inc.'s quarterly sales fell short of expectations, a rare miss that's likely to stoke concern about the leading big-box retailer decelerating alongside a slow-growing US economy. Sales at US stores open at least a year, excluding fuel, rose 2.6% in the second quarter, shy of the lowest analyst estimate compiled by Bloomberg. That rate of growth hindered primarily by pricing pressure in its pharmacy business is the slowest in more than six years. Walmart shares fell as much as 10%, the most intraday since 2022, in New York trading on Thursday, erasing a modest year-to-date gain through the previous day's close. We get reaction from Poonam Goyal, Senior US Retail Analyst for Bloomberg Intelligence.
Walmart Stock Gets Hit Again as Goldman Slashes Target to $130

U.S. stocks fell yesterday, with the Dow closing down nearly 700 points, more than 1%. Walmart slumped 9% percent after the retailer reported its smallest sales gain in more than six years as some Americans continue to spend cautiously.
Walmart Stock Falls 7% as Earnings Outlook Raises Fresh Margin Concerns

On this episode of Stock Movers: - Shares of Walmart (WMT) tumbled ahead of the market open after the retail giant's quarterly sales fell short of expectations, a rare miss that's likely to stoke concern about the leading big-box retailer decelerating alongside a slow-growing US economy. - Shares of Advanced Auto Parts (AAP) sunk in premarket trading after the parts provider reported second-quarter sales that fell short of analyst estimates. Though the company boosted its adjusted earnings per share forecast for the full year, it maintained its sales guidance, which is also below estimates at the midpoint. - Shares of Coty (COTY) fell after the beauty conglomerate reported fourth-quarter results. While the company's net revenue for the quarter beat the average analyst estimate, Coty didn't provide a full-year forecast and said it expects to provide a broader outlook following a strategic review.

Higher gas prices cut into Americans’ overall spending, leading to the slowest sales growth at Walmart’s US stores since the earliest months of the pandemic.
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