Companies and Subjects discussed in this morning’s report include: A good week for retail stocks after a tough stretch, AutoZone……
Companies and Subjects discussed in this morning’s report include: Ross reports a huge 1Q26, best we’ve seen this season, Deckers…
Companies and Subjects discussed in this morning’s report include: Walmart reports a strong but only in-line first quarter, cautions on…
Companies and Subjects discussed in this morning’s report include: TJX’s strong momentum as off-price remains in favor, Lowe’s first quarter…
Companies and Subjects discussed in this morning’s report include: Home Depot’s soft comp trend continues, traffic data for Walmart and…
Companies and Subjects discussed in this morning’s report include: Analyst upgrades, tactical calls and initiations, SHEIN buying Everlane, valuation is…
Companies and Subjects discussed in this morning’s report include: Boot Barn’s strong and better-than-expected quarter, G-III and WHP Global forming…
Companies and Subjects discussed in this morning’s report include: Dillard’s acceleration is good signal for dept stores, Grocery Outlet makes…
Companies and Subjects discussed in this morning’s report include: Birkenstock’s 2Q26 hit by forex, tariffs, war-related disruptions, Core Retail Sales…
Companies and Subjects discussed in this morning’s report include: eBay rejects GameStop’s $55B+ offer, as was widely expected, Amazon Now…
Companies and Subjects discussed in this morning’s report include: Retail stocks are underperforming the broader market, Sally Beauty reports an…
Companies and Subjects discussed in this morning’s report include: A record Mother’s Day Likely, Results from FIGS, RealReal and Natural…
Companies and Subjects discussed in this morning’s report include: Costco’s momentum intact in April, Tapestry’s beat-and-raise on robust Coach performance,…
Companies and Subjects discussed in this morning’s report include: Better-than-expected 1Q26 results from CVS, SHOO, Revolve and Carter’s, Target’s store…
Companies and Subjects discussed in this morning’s report include: An upbeat Prime Day forecast, with high AI use expected, VSCO’s…
Companies and Subjects discussed in this morning’s report include: GameStop offers to buy eBay and predicts huge cost savings, Amazon…
Companies and Subjects discussed in this morning’s report include: Floor & Decor’s tough quarter and $400M stock buyback, Columbia’s solid…
Companies and Subjects discussed in this morning’s report include: Amazon’s revs accelerate, with steady online store growth, O’Reilly’s 1Q26 comps…
Companies and Subjects discussed in this morning’s report include: Adidas reports strong 1Q26, with sequential acceleration in revs, VSCO gets…
Companies and Subjects discussed in this morning’s report include: Bed Bath & Beyond grows revs for first time in years,…
Companies and Subjects discussed in this morning’s report include: UBS forecasting 40K+ store closings over five years, Saks Global’s $500M…
Companies and Subjects discussed in this morning’s report include: ORLY highlighted as a #1 pick in the auto aftermarket, Nike…
Companies and Subjects discussed in this morning’s report include: Lululemon’s CEO pick disappoints investors, Container Store resets in front of…
Companies and Subjects discussed in this morning’s report include: Best Buy announces CEO succession but doesn’t reaffirm guidance, Mother’s Day…
Companies and Subjects discussed in this morning’s report include: Tractor Supply’s soft first quarter, discount retailers making inroads with better-off…
Companies and Subjects discussed in this morning’s report include: Recent rally in retail stocks, war in Iran’s impact on European…
Companies and Subjects discussed in this morning’s report include: More on QVC’s Ch 11, artificial intelligence driving retail site visits…
Companies and Subjects discussed in this morning’s report include: QVC’s unsurprising Ch 11, tax refunds big but not as big…
Companies and Subjects discussed in this morning’s report include: Vince’s solid 4Q25, luxury stock weakness, Allbirds’ pivot from shoes to…
Companies and Subjects discussed in this morning’s report include: Albertsons’ comps slow, tax refunds drive strong retail sales in March,…
Companies and Subjects discussed in this morning’s report include: DoRCR is going online, weak results from PLCE, Somnigroup buying Leggett…
Companies and Subjects discussed in this morning’s report include: US luxury spending holding up amid geopolitical uncertainty, 7-Eleven NA delays…
Companies and Subjects discussed in this morning’s report include: Costco’s strong March sales, Amazon’s drone and rural delivery push, an…
Companies and Subjects discussed in this morning’s report include: Levi’s strong 1Q26, BBBY’s acquisition of another tough biz, mall traffic,…
Companies and Subjects discussed in this morning’s report include: Academy’s upside 1Q26, CASY joining S&P 500, a potential Babylist IPO,…
Companies and Subjects discussed in this morning’s report include: DoRCR’s new Director of Sales, Marketing and Strategy, impact of gas…
Companies and Subjects discussed in this morning’s report include: Bed Bath & Beyond + Container Store, Easter spending, Sleep Number…
Companies and Subjects discussed in this morning’s report include: Nike, PVH, RH, Easter Shopping, Lands’ End, Sportsman’s Warehouse, QVC, M&A…
Companies and Subjects discussed in this morning’s report include: Allbirds selling its IP, J.Jill results, US Retail Sales, TJX hikes…
Companies and Subjects discussed in this morning’s report include: Nike, shopping malls, ALDI U.S., Tommy Hilfiger, Gabe’s, store opening and…