Companies and Subjects discussed in this morning’s report include: Tractor Supply misses expectations, cites mid-quarter weakness, Albertsons also misses, cites……
Companies and Subjects discussed in this morning’s report include: Nike shifting its China strategy by cutting 3P online sellers, Genesco…
Companies and Subjects discussed in this morning’s report include: Sleep Number’s sale to Sleep Country Canada approved, gasoline and diesel…
Companies and Subjects discussed in this morning’s report include: Adidas’s World Cup win, GameStop ups eBay stake as it considers…
Companies and Subjects discussed in this morning’s report include: Nike missed World Cup jersey opportunity, QVC’s Ch 11 restructuring has…
Companies and Subjects discussed in this morning’s report include: Solid retail sales for June highlight consumer resilience, strong labor market,…
Companies and Subjects discussed in this morning’s report include: Richemont’s strong quarter bodes well for European luxury, a bullish back-to-school…
Companies and Subjects discussed in this morning’s report include: Lulu’s Fashion exploring strategic options as sales shrink, Watches of Switzerland…
Companies and Subjects discussed in this morning’s report include: Strong June sales against an easy comparison, Tailored Brands going public…
Companies and Subjects discussed in this morning’s report include: A cautious back-to-school forecast from Deloitte, our latest Retail Bankruptcy Analysis…
Companies and Subjects discussed in this morning’s report include: Costco’s strong June, with slight moderation, a solid quarterly update from…
Companies and Subjects discussed in this morning’s report include: Quiet in front of LEVI and COST updates, analyst calls and…
Companies and Subjects discussed in this morning’s report include: Walmart cutting prices and is well positioned to offset margin/earnings impact,…
Companies and Subjects discussed in this morning’s report include: Stores to lead the back-to-school shopping season, Next may bid for…
Companies and Subjects discussed in this morning’s report include: Bassett Furniture’s better trend may be a broader indicator, Dollar Tree…
Companies and Subjects discussed in this morning’s report include: Nike’s soft trend and “uneven” turnaround progress, Kroger buying much smaller…
Companies and Subjects discussed in this morning’s report include: Quiet morning in front of Nike’s results this afternoon, Genesco 8.7%…
Companies and Subjects discussed in this morning’s report include: A strong Prime Day, though right in line with expectations, GameStop…
Companies and Subjects discussed in this morning’s report include: Prime Day wraps up today, Reformation confirms IPO plan, says it…
Companies and Subjects discussed in this morning’s report include: Independence Day food spending should be strong, Kroger hikes dividend by…
Companies and Subjects discussed in this morning’s report include: Prime Day off to a good start, Destination XL gets a…
Companies and Subjects discussed in this morning’s report include: Prime Day underway amid upbeat expectations, many analyst actions, mostly downgrades,…
Companies and Subjects discussed in this morning’s report include: Prime Day and related events could drive record online spending, celebrity…
Companies and Subjects discussed in this morning’s report include: Kroger had an okay first quarter, but growth is slowing, US…
Companies and Subjects discussed in this morning’s report include: La-Z-Boy outperforming in a still-tough furniture industry, AutoZone adds $1.5B to…
Companies and Subjects discussed in this morning’s report include: Vince sees good sales acceleration in the first quarter, Birkenstock’s buybacks…
Companies and Subjects discussed in this morning’s report include: Retail stocks had a very good week and are now up…
Companies and Subjects discussed in this morning’s report include: RH reports tough quarter but expects 2H26 inflection, Sleep Number files…
Companies and Subjects discussed in this morning’s report include: Oxford’s Lilly Pulitzer weighs on results/guidance, interest in Prime Day is…
Companies and Subjects discussed in this morning’s report include: Casey’s strong/profitable momentum continues, Chewy reports a good quarter but trims…
Companies and Subjects discussed in this morning’s report include: Academy’s comp trend improving, esp at newer stores, Designer Brands still…
Companies and Subjects discussed in this morning’s report include: Retail stocks fell but outperformed last week, Duluth reports an upside…
Companies and Subjects discussed in this morning’s report include: Lululemon reports in-line quarter but notes slower recent trend, results from…
Companies and Subjects discussed in this morning’s report include: Costco’s comps accelerate from already-strong levels, Five Below reports a blowout…
Companies and Subjects discussed in this morning’s report include: Ulta reports strong 1Q26, but investors focus on potential moderation, Macy’s…
Companies and Subjects discussed in this morning’s report include: Dollar General’s solid quarter, with traffic and ticket growth, Signet’s upside…
Companies and Subjects discussed in this morning’s report include: Retail stocks outperformed slightly last week, Kohl’s catches an upgrade after…
Companies and Subjects discussed in this morning’s report include: Costco reports a strong quarter but slightly misses EPS, Gap’s Gap…
Companies and Subjects discussed in this morning’s report include: Upside results from Burlington, Dollar Tree, Best Buy and Kohl’s, Citi…
Companies and Subjects discussed in this morning’s report include: Results from DKS, ANF, BBWI and CPRI, Lululemon settles with founder…