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retail: Archive

Nalak Das

Invest in This Dream 5-Stock Diversified Portfolio for Gains in 2H

CVNA, JBL, HWM, NRG and CVS surged over 50% in 1H 2025. This 5-stock portfolio still shows short-term upside potential.

NRGPositive Net Change CVSNegative Net Change JBLNegative Net Change CVNAPositive Net Change HWMNegative Net Change

Derek Lewis

Bear of the Day: Macy's (M)

Quarterly releases from Macy's throughout the year so far haven't been met with much positivity despite exceeding our consensus EPS estimates in back-to-back releases.

MPositive Net Change

Shaun Pruitt

Buy Home Depot (HD) or GMS (GMS) Stock After Acquisition Announcement?

Aiming to expand its reach to professional contractors, Home Depot (HD) announced it will be acquiring GMS Inc. (GMS) for $4.3 billion or $5.5 billion when including debt.

HDPositive Net Change GMSNo Net Change LOWPositive Net Change

Moumita C. Chattopadhyay

Can Realty Income's Expansion Into New Sectors Fuel Future Growth?

O ramps up global real estate investments, aiming to boost long-term value through scale, selectivity, and diversification.

OPositive Net Change SPGPositive Net Change KIMPositive Net Change

Derek Lewis

Is It Time for NIKE and Target to Shine Again?

Both NIKE and Target have faced considerable pressure over recent years, with quarterly results regularly disappointing. But with both stocks showing some life over the past month, is it time to shine again?

NKEPositive Net Change TGTPositive Net Change

Sumit Singh

Can Sprouts Farmers Sustain Its 11.7% Comp Sales Momentum?

Sprouts Farmers sees 11.7% comp sales surge in Q1, but guidance points to slower growth in the coming quarters.

TGTPositive Net Change DGPositive Net Change SFMNegative Net Change

Swagata Bhattacharya

Target Stock Falls 28% in 6 Months: Time to Buy, Hold or Sell?

TGT slashes 2025 guidance as weak demand, rising costs and falling store traffic pressure profitability.

TGTPositive Net Change DGPositive Net Change DLTRPositive Net Change COSTNegative Net Change

Sumit Singh

Target Circle Week 2025: Will It Boost Back-to-School Sales Early?

TGT launches Target Circle Week July 6-12, aiming to capture early back-to-school shoppers with deep discounts and loyalty perks.

AMZNNegative Net Change TGTPositive Net Change WMTPositive Net Change

Zacks Equity Research

Gap Bets on Athleta Again: Is the Brand Still in Shape to Compete?

GAP doubles down on Athleta despite an 8% comp sales drop, betting that a brand reset can reignite its activewear edge.

ANFPositive Net Change AEOPositive Net Change URBNPositive Net Change GAPPositive Net Change

Zacks Equity Research

HD Agrees to Buy GMS to Strengthen Its SRS Distribution Unit

Home Depot advances its 'One Home Depot' plan with the pending acquisition of GMS to boost specialty distribution.

HDPositive Net Change HVTPositive Net Change GMSNo Net Change FGIPositive Net Change

Zacks Equity Research

How is Starbucks Navigating Tariffs and Price Volatility in FY25?

SBUX faces rising tariffs and coffee costs, leaning on supply-chain shifts and stable pricing to protect margins.

SBUXPositive Net Change SJMPositive Net Change KDPPositive Net Change

Swagata Bhattacharya

Can Chewy Maintain Its Momentum in Active Customer Growth?

CHWY's active customers hit 20.8M in Q1, driven by lower churn, stronger reorders and rising Chewy+ adoption.

CENTPositive Net Change WOOFPositive Net Change CHWYPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Walmart and Kroger

WMT and KR stand strong with digital upgrades and omnichannel gains, even as supermarket retailers face margin pressure.

WMTPositive Net Change KRPositive Net Change

Maharathi Basu

5 Must-Watch Stocks Favored by Brokers as 2H25 Begins

Brokers are bullish on CBRL, BGSF, ARCB, CAH and AN as improving estimates and value metrics signal strength for 2H25.

CBRLPositive Net Change CAHNegative Net Change ANPositive Net Change ARCBPositive Net Change BGSFPositive Net Change

Urmimala Biswas

Crush the Market With These 4 PEG-Efficient Value Stocks

CCL, HMY, DLTR and GEF all pass a PEG-focused screen designed to avoid classic value traps.

CCLPositive Net Change DLTRPositive Net Change HMYPositive Net Change GEFPositive Net Change

Zacks Equity Research

Implied Volatility Surging for Asbury Automotive Stock Options

Investors need to pay close attention to ABG stock based on the movements in the options market lately.

ABGPositive Net Change

Bryan Hayes

Bear of the Day: Starbucks (SBUX)

Decreased global comparable store sales along with higher operational expenses represent significant headwinds.

SBUXPositive Net Change

Urmimala Biswas

CVS vs. Amazon: Healthcare Battle Continues- Which Stock to Buy Now?

CVS surges with a 56% YTD return and an integrated care model, as AMZN bets on tech and logistics to reshape healthcare.

AMZNNegative Net Change CVSNegative Net Change

Swagata Bhattacharya

Can Deckers Offset Tariff Costs Through Pricing & Sourcing Shifts?

DECK expects tariffs to drive up costs by $150M in fiscal 2026, forcing price hikes and margin pressure despite growth plans.

DECKNegative Net Change URBNPositive Net Change SHOOPositive Net Change

Sumit Singh

SFM & 3 Retail Stocks Holding Strong as Consumer Confidence Slips

As consumer confidence dips, SFM and three retail peers stand tall with strong models, loyal shoppers and solid growth outlooks.

BJPositive Net Change COSTNegative Net Change URBNPositive Net Change SFMNegative Net Change

Zacks Equity Research

Constellation Brands, Nike and FedEx are part of Zacks Earnings Preview

STZ, NKE, and FDX face diverging pressures as Q2 earnings expectations cool amid tariff and consumer headwinds.

NKEPositive Net Change FDXPositive Net Change STZPositive Net Change

Mrithunjoy Kaushik

Can CAVA's Measured Marketing Strategy Fuel the Next Phase of Growth?

CAVA bets on marketing campaigns to deepen customer engagement and test future menu plays.

BJRIPositive Net Change CMGNegative Net Change CAVAPositive Net Change

Sumit Singh

How Did International Comps Boost Costco's Q3 Growth Story?

COST's Q3 comp sales surge 8%, with its Other International segment outpacing the United States and Canada on growth and ticket gains.

TGTPositive Net Change DGPositive Net Change COSTNegative Net Change

Swati Prasad

TJX's Q1 EPS Down Slightly: Is FY26 Profit Target Still in Reach?

TJX posts slight EPS decline in first-quarter fiscal 2026 but maintains full-year outlook, expecting second-half margin recovery from tariff mitigation efforts.

TJXPositive Net Change DGPositive Net Change BURLPositive Net Change

Ansuiya Mohta

2 Supermarket Stocks in the Spotlight Amid Industry Challenges

While the supermarket industry struggles, WMT and KR stand out with strong digital plays and strategic cost management.

WMTPositive Net Change KRPositive Net Change