Retail

Get the latest retail industry news with coverage on luxury goods, home furnishings & appliances, apparel stock, personal goods, and department stores.

Last week
Ca$htag$: AMZN AI Buildout Makes Mag 7 Stock Long-Term Winner
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Williams-Sonoma (WSM) Earnings Takeaways & Nike (NKE) Preview
Thursday's Morning Movers: UBER Invests in RIVN, FIVE Earnings, Elliott Eyes ALGN
Options Corner: FDX Pulls Back into Earnings
Ca$htag$: Five Below (FIVE) ‘Exceptional’ After New CEO
The Big 3: CRCL, HD, NFLX
Trading Lululemon (LULU) After Earnings
Wednesday's Morning Movers: LULU & Macy's (M) Add Retail Strength, SAIL Sells
Oil in Driver's Seat Ahead of FOMC Decision, KG Talks OKLO, LULU & M Earnings
Chart of the Day: SBUX Rebound Story
Ca$htag$: Lululemon’s (LULU) Successful Holiday Data Suggests Bottom is In
Lululemon (LULU) Earnings Focus on Who Will Lead the Struggling Company
The Big 3: PR, ELF, SNY
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Lululemon (LULU) Needs to Change the Narrative, is a New CEO Their Chance?
Options Corner: LULU Lags Near 52-Week Low into Earnings
Dollar Tree (DLTR) Multi-Price Point Strategy Poised to Backfire?
Monday's Morning Movers: MU Taiwan Fab, QCOM Downgrade, DLTR Earnings
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'Cautious Optimism' in Iran Pushes Crude Lower, NBIS & META Deal Sparks AI Rally
This month
Ca$htag$: Dollar Tree’s (DLTR) Rapid Transformation
What Nasdaq Options Flows Say About Current Market Positioning
Ca$htag$: Ulta Beauty (ULTA) Holds Onto Consumer Happiness
How Dick’s Sporting Goods (DKS) is Standing Out in the Retail Sector
The Big 3: AAPL, PLTR, WMT
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Dick’s Sporting Goods (DKS) Earnings Focus on Foot Locker Integration
Chart of the Day: ULTA Before Earnings
Wednesday's Final Takeaways: Crude Volatility Clouds CPI and Retail Outlook
Ca$htag$: Dick’s Sporting Goods (DKS) Solid But Lagging Competitors
Wednesday's Movers: CPB Hits 23-Year Low, NKE Upgrade, TGT Cutting Prices
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Dana Telsey's Retail Big Picture: KSS Earnings, TGT v. WMT & Industry Direction
Ca$htag$: Target (TGT) Finally Making a Comeback?
Tuesday's Morning Movers: CRWD Upgrade, QCOM Downgrade, KSS Earnings
Crude Oil Trickles Lower, TSM Revenue & Earnings to Watch Tuesday
Ca$htag$: Casey’s General Stores (CASY) Secret Pizza Dominance
Costco (COST) ‘One of the Strongest Earnings Compounders’ in Retail Sector
The Morning Trade: Costco (COST) Earnings ‘Solid’ & Memberships Up
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It’s Not Just Oil: 25% of Fertilizer Also Moves Through Strait of Hormuz
Friday's Morning Movers: NFLX Upgrade, TTD Downgrade, GAP Misses Earnings
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Husslein: COST Earnings Strong, Outlook Faces Potential Disruption
Ca$htag$: Costco (COST) Memberships Great, Valuation ‘Stretched’
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How AI Is Changing the Way Americans Shop
Ca$htag$: Kroger (KR) Sacrificing Revenue to Boost Margins
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The 5 Best Retailers in the Country & Outlook for Consumer Spending
Wednesday's Earnings Movers: ROST & ANF Mixed Retail Picture, GTLB Disappoints
ANF Trading at Discount? Demand Tells Different Story from Stock Price
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Target Hits Earnings Bullseye, TGT Rallies on Deep Selling Day
Ca$htag$: On Holding (ONON) Has ‘Little Room for Error’
The Big 3: RKLB, MNST, WMT
Coons: TGT & BBY Both Have Low Bars Before Earnings – But Only Bullish on One
Last month
Why LULU and NKE Are Still Winners & DECK is Undervalued
Closing Bell: Nvidia Slips After Earnings as Tech Weighs on Markets, Defensives Lead
From Nvidia to the Nasdaq: How Investors Are Repricing Risk
Block 'Oversold and Underestimated:' ABCs Backing XYZ Bull Case
Market Shift: From AI Euphoria to Stock Picker's Paradise
What TJX Earnings Strength Says About Economy
Finding Opportunities in a Broadening Market: FN, URBN, SNEX
Connard: GOOGL Can Return Double Digits Over Next Few Years
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Gibbs: Ralph Lauren (RL) Has 10% Upside After Latest Tariffs
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TJX Earnings & Shifting Consumer Spending Patterns
Ca$htag$: TJX Companies (TJX) ‘Best in the Niche’ of Discount Retailers
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HD ‘Distinguishing’ Itself from Competitors Through AI, Pro Segment
HD Builds Stronger Earnings, Sets Bar for LOW Report
KDP Beats & HIMS Misses Sales, QCOM Gains on Upgrades
Options Corner: TJX Earnings Preview
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HD Beat, 'Frozen' Housing Market Weighs on Guidance
Ca$htag$: Home Depot (HD) vs Lowe’s (LOW)
Options Corner: HD Earnings Trade
DECK Jumps on Argus Upgrade, Ugg & Hoka Key in 2026 Rebound
WMT Downgrade, DECK Upgrade, TXRH Double Miss in Earnings
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WMT Earnings: 'Bellwether' for Retailers
Closing Bell: Markets Fall on Geopolitical Worries
Kann: Ebay (EBAY) Depop Acquisition Positive, Ad Revenue Upside
BABA's Bottom Line Catalysts: AI, China Regulation & Earnings
Brett Husslein Holds Firm on $62 Fair Value Estimate for Walmart (WMT)
Walmart (WMT) Earnings ‘Incredible,’ Becoming One of ‘Biggest Media Companies in the U.S.’
Walmart (WMT) 'Best Retailer in the Country' With Strong Outlook
Walmart (WMT) has ‘Pretty Significant Momentum’ as Revenue Channels Boom
EBAY Rallies on $1.2B Depop Acquisition & Earnings
DASH Rallies Despite Earnings Miss, Wayfair (W) Falls, DE Drives Momentum
This year
DECK's Step Higher Amid ONON 'Hyperbolic Growth' & LULU's Missteps
DECK 'Off to the Races,' SOFI Quarter Tops $1B, KLAC Slips
Starbucks (SBUX) Innovation ‘Exceptional’ in Attracting Customers
Max Wasserman’s Dividend-Focused Picks: ABBV, BMY, HD, WM
Ca$htag$: Target (TGT) ‘Signs of Hope’ on Turnaround
The Big 3: PG, KRE, EBAY
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OKLO Upgrade Rally, ULTA Adds Bullish Momentum, JNJ Earnings
A.I.-Driven Retail Traffic Surges: Structural Shift in Consumer Behavior
Tariff Talk Creates Buying Opportunity
The Big 3: AMZN, NXT, RCL
Closing Bell: Tech Stocks Extend Sell-Off Despite Resilient Economic Data
Retail Sales Breakdown: Consumers Continue to Bargain Hunt, Tax Return Impacts
Ca$htag$: Shopify (SHOP) ‘Plays Nicely’ With AI, Boosting Businesses
The Big 3: AVGO, COST, EEM
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AWS at Center of Amazon's 2026 Growth Story & AMZN Options Trade
Ca$htag$: WMT Technological Transformation Leaves TGT 'in the Dust'
Impact of Potential Saks Global Bankruptcy & 2026's Retail Outlook
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NCR Voyix (VYX) CEO on 100 Years as a Public Company
The Big 3: BA, DHR, DG
STZ Earnings Rally, GAP Upgrade & NKE Downgrade
Analysts Step Down from Deckers Bull Camp, Options Trade for DECK
Lithium Spike Behind ALB Upgrade, FSLR & DECK Downgrades
Options Corner: SHOP Struggles Amid Downgrade
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Meme Traders' Role in Energizing Retail Investors & TSLA Unique Positioning
The Big 3: OKLO, COST, AFRM
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COIN, IBM & COST Upgrades Lift Risk-On Attitude
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NYE Top Stories: GOOGL Price Target Hike, NKE CEO Buys Shares, Hyatt (H) Hurricane Impact
APLD Spinning Off Cloud Business, BA New Contract, LULU Proxy Fight
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Supply & Demand: AI's Double-Edged Sword in Retail
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WMT & TGT Holiday Retail Test, A.I. Acceleration's Sales Impact
High-End Consumer Drives Holiday Spend, Retail ‘Arms Race’
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The Big 3: TSLA, LULU, SLV
WMT: Bullish E-Commerce Growth and Strategic Investments
Christmas Eve Movers: KBH, LMT, BA, NKE
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Holiday Season Demand at WMT & AMZN
Consumer Confidence Dives While Spending Soars
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2025 Market Triumph: Silver and Gold Soar, WMT A Value Play
Overlooked Stock: OLLI Upgrade & Comparisons to DG
Home Depot (HD) Building 2026 Foundation on Interest Rate Outlook
Tariffs, Shifting Consumer Trends & More Shaping the Shipping Industry
Fibonacci & Technical Analysis: PATH and EZPW in Focus
Nike's Earnings Mistep: China Weakness & Path Ahead for NKE
Landsberg’s ‘Cheap’ Picks for 2026: VIK, URBN, ARGX
Chart of the Day: AMZN Underwhelming Year
Watch for 'Triple Witching' Volume Surge, ORCL TikTok Move & NKE Stumbles
TikTok Selling to ORCL, NKE Plunges After Earnings
Ca$htag$: Nike (NKE) Still in ‘Steady Downtrend’
The Big 3: NFLX, GE, TGT
FDX Fixes Itself in Rebound Rally, Mind Headwinds Into Earnings
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Dryden Pence Picks AMZN, GE & URI For a Bright 2026
Options Corner: NKE Finding Footing Ahead of Earnings
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KMX Slides After Earnings as CVNA & AMZN Digitize Car Market
Nike (NKE) Earnings: Have Turnaround Efforts Turned into Results Yet?
China's Stock Market Amid Economic Contrasts: BABA and High-Tech Investments Lead Growth
Expecting a Strong December Holiday Shopping Season, TikTok Marketing Wins
Options Corner: AMZN Underperforms Mag 7

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