News

Ross Stores and Target are drawing shoppers from rivals as consumers hunt for value. New traffic data show which discounters are gaining ground.

Five Below's stronger traffic, margins and fiscal 2026 earnings outlook bolster growth, but a premium valuation and cost risks raise the execution bar.

Five Below raised its fiscal 2026 outlook after a Q2 beat, as stronger traffic, margins and product newness lifted its earnings trajectory.

Five Below's 26.9% three-month rally is backed by traffic-led comps, margin gains and a raised fiscal 2026 outlook, but valuation raises execution risk.

Target's 34.4% six-month rally is backed by stronger traffic, digital momentum and higher-margin growth, but its valuation now tops its one-year median.

Dollar General (NYSE:DG) executives said the retailer expects its core customers to remain under pressure through the second half of 2026, while the company continues to pursue margin recovery, delivery expansion and value-focused merchandising initiatives. Chief Executive Officer Todd Vasos said s

Dollar General has delivered mixed share performance over different time frames, and the swings raise a straightforward question for anyone looking at the ticker today. Is the current price really in line with what the retailer's cash flows can support over the longer run? Over the past 5 years, the stock has declined 38.2%, which puts the spotlight firmly on whether the cash that Dollar General can generate still lines up with where the market values it today. Recent profit growth and plans...

Dollar General (DG) drew fresh attention after its better than expected Q2 2026 earnings, which analysts cited as a key driver behind a 2.5% share price move on August 27. Recent trading paints a mixed picture for Dollar General. The 1 month share price return of 4.78% and 90 day gain of 13.56% suggest momentum has been building again, even though the year to date share price return is down 5.59% and the 5 year total shareholder return is down 36.66%. Spot fresh momentum in Dollar General,...

Mixue sells 45-cent ice cream cones out of 47,000 stores. The blueprint came from watching how Dollar General beat Walmart.

Over seven decades, the American discount chain built a 21,000-store juggernaut on a simple formula: Go where Walmart won’t, keep stores bare-bones and sell cheap staples to people stretching their paychecks. Halfway across the world, the Zhang brothers independently saw the same opportunity in China’s unglamorous interior. Today, Mixue is the world’s biggest food-and-beverage chain, with more than 47,000 locations last year, according to research firm Technomic, and the company has added thousands more this year.

Target's stores fulfill 97.6% of merchandise sales in Q2 fiscal 2026 as digital sales and same-day delivery grow, reinforcing its omnichannel model.

Dollar General has rallied other consumer defensive stocks, and analysts remain moderately optimistic about the stock’s outlook.

As continuous inflation squeezes household budgets, the discount retail sector should potentially benefit across the board, with middle- and lower-income consumers looking for value driving foot traffic into value chains. That’s roughly what happened in the second-quarter reports from Dollar General Corporation (NYSE:DG) and Dollar Tree, Inc. (NASDAQ:DLTR), both of which were released in late […]

Walmart's 14% six-month slide improves its entry point, but premium valuation, cost pressures and weaker estimates argue for patience.

UBER's Wakefern deal adds 375-plus supermarkets to Uber Eats, expanding grocery delivery options as demand for everyday essentials grows.

The discount retailer has a new game plan to help its bargain-hunting customers find more deals.

Target's non-merchandise sales surge 20.1% in fiscal Q2 as Roundel, Circle 360 and Target+ scale rapidly beyond traditional retail.

Dollar Tree, Inc. (NASDAQ:DLTR) and Dollar General Corporation (NYSE:DG) both reported quarterly results above sales expectations as lower-priced essentials continued to drive consumers to their stores amid economic uncertainty. Both retailers also benefited from tariff refunds, which helped support their higher full-year profit targets. Dollar General Corporation (NYSE:DG) saw a 3.5% year-over-year increase in quarterly […]

Beauty stock took a hard hit shortly after we published our initial recommendation, but the company has flipped the bearish narrative on the business. The main pressure point: management’s 2026 sales growth guidance, issued in November of 2025, called for low single digit year over year organic sales growth, which excludes the effect of acquisitions. Overall growth guidance was higher, given that the acquisition of rhode, Hailey Bieber’s brand, closed.

Jim Cramer is sounding an alarm about a beloved retailer that loyal shoppers treat as bulletproof, and the numbers behind his warning point toward a corner of retail that most investors still underestimate.

Investor sentiment toward US hardline retailers has become uneven and is likely to remain so unless

COST's August sales increase 9.9% as comparable sales climbed across regions and digitally enabled sales jumped 17.9%, underscoring resilient demand.

Dollar General recently reported second-quarter 2026 results showing higher sales of US$11,290.38 million and net income of US$550.32 million, raised its full-year earnings guidance, affirmed its quarterly US$0.59 dividend, reiterated plans for approximately 4,730 real estate projects, and announced an AI-driven forecasting and replenishment partnership with RELEX Solutions. Alongside these updates, the company outlined a planned 2026 retirement for long-serving Executive Vice President and...

The discount retailer is seeing a concerning shift in how its core consumers shop

DG vs. TJX: Which Stock Is the Better Value Option?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Target expands its beauty strategy with Beauty Studio launching on Sept. 10 in 600+ stores, featuring 1,600+ products from 90 brands.

Ollie's Bargain Outlet (OLLI) lowered its full-year sales outlook on Wednesday as the discount retai

Dollar General and Dollar Tree both saw strong consumable product sales growth during their latest quarters.

Value-conscious shoppers are changing where they buy everyday essentials, putting unexpected pressure on traditional grocers.