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Retail
Ariel Investments Urges Mattel's Board to Explore a Sale, Citing Its 5.4% Stake
John W. Rogers Jr. wrote to directors asking them to weigh asset sales, a merger or an outright sale. It is the second activist push at the toymaker this year.
By Dana Whitfield · Oct 6, 2026 · 2 min read
Retail
Lamb Weston Raises Its Fiscal 2027 Outlook After a First Quarter Above Its Own Expectations
North America volume rose 7% for a seventh straight quarter of growth, but the frozen potato supplier flagged unexpected inflation in input costs and freight.
By Dana Whitfield · Oct 6, 2026 · 2 min read
Retail
Camping World Cuts Its 2026 Profit Outlook, Adds Job Cuts and Closes Four Dealerships
The RV retailer now expects adjusted EBITDA below the $230 million bottom of its prior range, and is accelerating more than $150 million of cost reductions as unit sales soften.
By Dana Whitfield · Oct 6, 2026 · 2 min read
Retail
RPM's Consumer Coatings Hold Up, but the Company Trims the Top of Its Fiscal 2027 Guidance
First-quarter sales reached a record $2.22 billion. Management narrowed full-year sales and adjusted EBITDA growth to mid-single digits, citing raw-material inflation and a construction slowdown.
By Dana Whitfield · Oct 6, 2026 · 2 min read
Retail
Red Robin Refinances Into a $115 Million Credit Facility After Selling 108 Company Restaurants
The burger chain's 8-K shows a five-year facility maturing in 2031 at SOFR plus 275 to 350 basis points, funded alongside roughly $96 million of expected refranchising proceeds.
By Dana Whitfield · Oct 6, 2026 · 2 min read
Retail
Constellation Brands Beats on Beer Volumes but Keeps a Fiscal 2027 Forecast Below the Street
Second-quarter net sales rose 6% to $2.63 billion and comparable earnings came in at $3.74 a share. Management left its full-year range at $11.20 to $11.90, a midpoint under the analyst consensus.
By Dana Whitfield · Oct 6, 2026 · 2 min read
Retail
Walmart's Seven-Day Deals Event Opens Today, Two Days Before Amazon's Prime Big Deal Days
Walmart is promoting up to 50% off home goods with no membership required, while Amazon's 48-hour event on October 6 and 7 is open only to Prime members.
By Dana Whitfield · Oct 5, 2026 · 2 min read
Retail
Edmunds Expects Third-Quarter New-Vehicle Sales to Slip 0.7% to 4.08 Million
The forecaster sees replacement demand holding the market up while financing costs and fuel prices weigh, a more cautious read than Cox Automotive's.
By Dana Whitfield · Oct 3, 2026 · 2 min read
Retail
Nike's 'Pace' Overhaul Targets $2.5 Billion in Savings and $1 Billion in Charges, With Fewer Roles From 2027
The program disclosed under Item 2.05 of an 8-K realigns Nike into three geographies, adds an India campus and modernizes the supply chain. No headcount figure has been disclosed.
By Dana Whitfield · Oct 3, 2026 · 2 min read
Retail
Federal Realty Agrees to Buy Birmingham's Summit Center for $508 Million
The 870,000-square-foot Alabama open-air center is 92% occupied with more than 110 tenants, over 30 of which have no other location in the state.
By Dana Whitfield · Oct 3, 2026 · 2 min read
Retail
Tesla Delivers 486,532 Vehicles in the Third Quarter, Beating Estimates but Trailing Last Year
Deliveries exceeded production by about 22,000 vehicles, and energy storage deployments of 13.7 gigawatt-hours fell short of Wall Street's estimate.
By Dana Whitfield · Oct 3, 2026 · 2 min read
Retail
Macau Casino Revenue Falls 1.2% in September to the Lowest Month of 2026
Gross gaming revenue came in at MOP18.06 billion, about US$2.23 billion, a fourth consecutive year-on-year decline, leaving nine-month receipts up 3.2%.
By Dana Whitfield · Oct 2, 2026 · 2 min read
Retail
Nike Revenue Falls 4% to $11.2 Billion and the Company Guides Fiscal 2027 Sales Down High Single Digits
First-quarter results released after Thursday's close showed Greater China revenue down 22% and Converse down 28%, even as gross margin expanded 60 basis points to 42.8%.
By Dana Whitfield · Oct 2, 2026 · 2 min read
Retail
Carnival Posts Record Third-Quarter Revenue and Net Income, Lifts Full-Year Outlook Again
Revenue reached $8.4 billion and customer deposits hit a third-quarter record $7.6 billion as the cruise operator raised its 2026 adjusted net income guidance by more than $150 million.
By Dana Whitfield · Oct 1, 2026 · 5 min read
Retail
Cal-Maine Swings to a $58.6 Million Loss as Conventional Egg Prices Drop 59%
The largest U.S. shell egg producer reported first-quarter net sales of $539.6 million, down 41.5%, and said it will pay no dividend until it recovers a $94.5 million cumulative loss.
By Dana Whitfield · Oct 1, 2026 · 5 min read
Retail
Leslie's Files for Chapter 11 After Closing 76 Stores, and Its Shares Will Stop Trading Oct. 6
The pool-supplies retailer entered a pre-arranged reorganization with $315 million in debtor-in-possession financing, and said existing equity will be cancelled with no consideration.
By Dana Whitfield · Oct 1, 2026 · 5 min read
Retail
Conagra Beats on Profit but Posts a Sixth Straight Volume Decline as Freight Costs Run Double Its Plan
The packaged-food maker reaffirmed rather than raised full-year guidance, and its shares closed within about a dollar of a 52-week low.
By Dana Whitfield · Oct 1, 2026 · 5 min read
Retail
Vail Resorts Guides Fiscal 2027 Higher Even as Season Pass Units Fall 12%
After what its chief executive called one of the most challenging winters in history for western resorts, Vail projects Resort Reported EBITDA of $805 million to $865 million.
By Dana Whitfield · Sep 29, 2026 · 5 min read
Retail
Deutsche Bank Upgrades Royal Caribbean to Buy After a 26% Slide, Keeping a $299 Target
The bank argues the pullback since early August has improved the risk-reward balance, even as rising fuel costs press on cruise operators.
By Dana Whitfield · Sep 28, 2026 · 5 min read
Retail
Consumer Sentiment Falls to 48.1 as Gasoline Prices and Tariffs Dominate Household Worries
The University of Michigan's final September reading fell from 51.7 in August, with the expectations component dropping more than five points.
By Dana Whitfield · Sep 26, 2026 · 6 min read
Retail
Bank of America Cuts Nike to Underperform With a $30 Price Objective
The downgrade lands with Nike shares down roughly 43% this year, as the firm points to wholesale channel pressure and a slower China recovery.
By Dana Whitfield · Sep 26, 2026 · 6 min read
Retail
Costco Caps First $297 Billion Year With 9.4% Comparable Sales Growth; Tariff Refunds Funded Price Cuts
Fourth-quarter earnings of $6.75 a share beat estimates, helped by 15 cents of tariff refunds the warehouse club says it pushed back into lower member prices.
By Dana Whitfield · Sep 25, 2026 · 3 min read
Retail
Costco Says Memory-Chip Costs Are Driving Up Consumer-Electronics Prices
On the fiscal fourth-quarter call, finance chief Gary Millerchip named memory as the biggest driver of non-food inflation and flagged typhoon and Panama Canal shipping delays.
By Dana Whitfield · Sep 25, 2026 · 10 min read
Retail
Scholastic's Education Revenue Falls 24% in a Seasonally Small Quarter; Full-Year Guidance Affirmed
Revenue slipped 4% to $216.8 million and the diluted loss widened to $3.77 a share. The stock was indicated down about 12% before Friday's open.
By Dana Whitfield · Sep 25, 2026 · 10 min read
Retail
Darden Sales Rise 5.1% but Operating Profit Falls as Olive Garden Trails LongHorn
The Olive Garden parent reaffirmed its full-year earnings outlook, but food and labor costs climbed faster than revenue and its flagship chain posted just 1.1% same-restaurant sales growth.
By Dana Whitfield · Sep 24, 2026 · 5 min read
Retail
Tariff Refund Lifts Costco's Fourth-Quarter Profit as Net Sales Climb 11.2%
The warehouse retailer booked a non-recurring 15-cent-a-share benefit from IEEPA duty refunds, accounting for most of its earnings beat. Shares were little changed after hours.
By Dana Whitfield · Sep 24, 2026 · 7 min read
Retail
Cracker Barrel Guides to 3%-5% Sales Growth in Fiscal 2027 After Revenue Falls 5%; Shares Jump Pre-Market
The restaurant and gift-shop chain closed its fiscal year with another quarter of declining comparable restaurant sales, but told investors it expects comparable growth of 3% to 5% and sharply higher adjusted EBITDA in the year ahead — the first full-year outlook under new chief executive David Deno.
By Dana Whitfield · Sep 23, 2026 · 10 min read
Retail
AutoZone Q4 Profit Beats Estimates as Tariff Refunds Lift Margin; Sales Fall Short
The auto-parts retailer earned $56.05 a share for its fiscal fourth quarter, but same-store sales grew just 1.5% in constant currency and revenue missed forecasts.
By Dana Whitfield · Sep 22, 2026 · 3 min read
Retail
Kroger Posts Higher Q2 Profit but Cuts 2026 Sales-Growth Outlook
By Dana Whitfield · Sep 12, 2026 · 7 min read