Costco Wholesale Corporation

The company's quarterly results beat analysts' forecasts for revenue and earnings

Costco reported better than expected earnings. Why was the market indifferent?

lululemon athletica inc.

Investors were positive about the company's strong report, but there are few growth prospects for Lululemon yet, analysts said

Lululemon soars after CEO's departure. Why is its stock called "dead money"?

Chewy, Inc.

The company's results show the resilience of pet spending amidst the volatility of retail in general 

Shares of retailer Chewy first fell, then soared after the report. Are they worth buying?

The Kroger Co.

Supermarket chain operator Kroger <a href="https://ir.kroger.com/news/news-details/2025/Kroger-Reports-Third-Quarter-2025-Results-and-Updates-Guidance-for-2025/default.aspx">lowered</a> its full-year sales forecast amid shoppers becoming more selective in their choice of groceries, fresh fruits and vegetables and more focused on in-store promotions and sales, Reuters <a href="https://www.reuters.com/business/retail-consumer/kroger-misses-third-quarter-sales-estimates-2025-12-04/">points out</a>.

Kroger lowers its full-year sales forecast. What's weighing on the retailer?

Macy's, Inc.

Macy's sales rose 3%, its best quarterly result in three years. But the company's stock still fell

Macy's raised its earnings and sales forecast. Why did the stock fall?

Industria de Diseno Textil, S.A.

Sales at Spain's Inditex, which owns brands such as Zara and Massimo Dutti, accelerated in November, signaling the company's resilience amid weak consumer sentiment. The results of the retail giant, which is considered an indicator of the state of the global "fast fashion" industry, give a first indication of how the sector is feeling at the start of the pre-New Year season, Reuters <a href="https://www.reuters.com/business/retail-consumer/zara-owner-inditex-reports-strong-start-winter-sales-2025-12-03/#:~:text=The%20results%20from%20Inditex%2C%20widely%20seen%20as%20a%20bellwether%20for%20global%20fast%20fashion%2C%20offer%20an%20early%20read%20of%20how%20retailers%20fared%20during%20the%20key%20discounting%20season%2C%20and%20signal%20a%20strong%20start%20to%20the%20company%27s%20biggest%20revenue%20quarter.">notes</a>.

Inditex shares soared to their highest since February. What did the owner of Zara surprise investors with?

American Eagle Outfitters, Inc.

Shares of jeans retailer American Eagle Outfitters <a href="https://finance.yahoo.com/quote/AEO/">jumped</a>&nbsp;more than 13% in early trading this morning, December 3, after the company <a href="https://investors.ae.com/press-releases/news-details/2025/AEO-Inc--Reports-Third-Quarter-Fiscal-2025-Results-Exceeding-Expectations-Raises-Fourth-Quarter-Outlook/default.aspx">posted</a>&nbsp;record quarterly revenue. The rally was supported in part by a marketing campaign featuring actress Sydney Sweeney, which U.S. President Trump called “the hottest ad ever.” Against this backdrop, American Eagle has now raised its fiscal-year outlook ahead of the holiday season.

American Eagle shares up 13% after record 3Q revenue, boosted by Sweeney ads

Walmart Inc.

U.S. online Thanksgiving sales will grow 6% year-over-year to $8.6 billion, Reuters <a href="https://www.reuters.com/business/retail-consumer/us-thanksgiving-online-sales-expected-rise-6-salesforce-data-shows-2025-11-27/">writes</a>. This is an estimate by Salesforce, which tracks global retail shopping data. Such dynamics indicates that consumers are actively taking advantage of holiday discounts despite macroeconomic uncertainty associated with the imposition of duties, the agency notes.

Online sales for Thanksgiving in the U.S. could add 6%. Why is this important?

Kohl's Corporation

Shares of U.S. retailer Kohl’s <a href="https://finance.yahoo.com/quote/KSS/">jumped</a>&nbsp;almost 43% yesterday, November 25. Such sharp moves are more typical of "meme rallies," but this time it was driven by "actual good news," as the company’s quarterly results exceeded Wall Street expectations, and the retailer <a href="https://investors.kohls.com/news/news-details/2025/Kohls-Reports-Third-Quarter-Fiscal-2025-Financial-Results/default.aspx#:~:text=%D0%9F%D0%BE%D0%B2%D1%8B%D1%88%D0%B0%D0%B5%D1%82%20%D1%84%D0%B8%D0%BD%D0%B0%D0%BD%D1%81%D0%BE%D0%B2%D1%8B%D0%B9%20%D0%BF%D1%80%D0%BE%D0%B3%D0%BD%D0%BE%D0%B7%20%D0%BD%D0%B0%202025%20%D0%B3%D0%BE%D0%B4">raised</a>&nbsp;its profit guidance for the full-year 2025.

Kohl’s soars 43% in a day thanks to strong earnings, not just meme hype

The Gap, Inc.

Barclays upgraded its rating on Gap stock earlier this week and now advises buying it

Clothing retailer Gap beat forecasts after a viral ad. Shares rose 10%

Walmart shares soared more than 6% in trading on Nov. 20

Walmart increased its sales forecast. What does this say about consumer sentiment?

Target Corporation

Target shares were down 3% at the moment in trading on Nov. 19

Retail