The third week of August saw big-time earnings releases from some of the most important stocks in the retail industry. As these names operate in highly competitive parts of the economy, these earnings cycles often result in big winners and big losers. That held true in Q2, with some names impressing markets and others faltering. Below, we’ll detail the most notable stocks that were on each side of this equation. All data is as of the Aug. 25 close unless otherwise indicated.Get Home Depot alerts:Winner: Hom ...

智通财经APP获悉，根据高盛对美国零售企业Q2财报及管理层会议的分析，行业整体展现出业绩韧 性，但下半年展望趋于谨慎。 多数零售商在Q2实现超预期表现：57%企业同店销售额超出高盛预期，50%企业毛利率及营业利润率超 预期。家得宝(HD.US)、劳氏(LOW.US)、塔吉特(TGT.US)、沃尔玛(WMT.US)等巨头均实现稳健增长。 高盛注意到，目前已公布业绩的多数公司在同店销售、毛利率和营业利润率上均超出预期；但在指引方 面，更多企业选择维持或下调全年展望，而非上调，突显高盛认为下半年存在不确定性的观点，原因包 括关税影响以及产品价格可能在下半年开始走高。 高盛维持对 BJ批发俱乐部(BJ.US)、家得宝、劳氏和沃尔玛的"买入"评级，看好其策略与市场地位；对 塔吉特持"中性"。 然而，企业的业绩指引趋于保守： 仅36%企业上调全年EPS指引中点，多数维持或下调预期。这反映了 管理层对下半年通胀传导、关税成本上升及消费者不确定性的担忧。高盛指出，企业普遍认为关税影响 将在Q4全面显现。 ...

2025.08. 25 本文字数：2089，阅读时长大约4分钟 作者 | 第一财经 冯迪凡 面对已经升至数十年来最高水平的实际关税，美国食品行业正在争相争取特朗普政府的豁免。 据美国农业部数据，美国约有五分之一食品是进口食品。 此前，美国餐饮协会在致美国贸易代表格里尔的一封信中警告说，如果对在美国季节性种植的新鲜食 材征收关税，菜单价格将会上涨。 该协会执行副总裁肖恩·肯尼迪在信中表示："我们同意，我们与其他国家的贸易逆差应该更加平衡， 但由于食品和饮料产品对这些逆差的贡献并不大，我们希望这些产品能够获得豁免。" 截至目前，耶鲁大学预算实验室测算结果显示，美国消费者面临的进口商品平均有效关税税率达 18.6%，为1933年以来最高水平。关税将使2025年美国家庭平均支出增加2400美元。 各食品行业协会纷纷发出警告 从鱼类到黄瓜等各种食品，由于在美国国内种植和养殖成本过高，多年来以进口为主。 美国食品行业协会最近的一项分析显示，黄瓜是美国蔬菜中进口量占比最高的品种，从1990年的 35%上升到近90%。该协会称，如果90%的黄瓜在国内种植，一年中的大部分时间需在温室中种 植，将促使价格上涨。 又以海产品为例， ...

Some investors had been hoping Target would tap an outsider to come in and shake things up. They got Michael Fiddelke instead. 🔗: https://t.co/iGjzb49gb5 https://t.co/CXNZBwKJHQ ...

Some investors had been hoping Target would tap an outsider to come in and shake things up. They got Michael Fiddelke instead. https://t.co/RSHrN3txjO ...

Group 1: Home Depot - Home Depot is the leading home improvement retailer, known for its high sales and popularity among consumers and contractors [4] - Recent sluggish sales are attributed to homeowners delaying major projects due to high interest rates and inflation affecting spending power [4][5] - In the fiscal second quarter, same-store sales increased by 1%, with foreign currency translations negatively impacting results by 0.4 percentage points [5] - The company has consistently prioritized dividend payments, with a history of increasing payouts annually since 2010, even during economic downturns [6][7] - Home Depot generated $7.2 billion in free cash flow in the first half of the year, significantly exceeding the $4.6 billion in dividends paid [8] - The current dividend yield stands at 2.3%, which is over 1 percentage point higher than the S&P 500's yield of 1.2% [8] Group 2: Target - Target has been a popular shopping destination for basic and exclusive merchandise, but sales have been affected by high prices and recent boycotts related to management decisions [9][10] - The fiscal second-quarter same-store sales dropped by 1.9%, with lower traffic accounting for a 1.3 percentage point decline [11] - Target announced a 1.8% increase in its quarterly dividend to $1.14, maintaining a commitment to dividend growth since 1967, making it a Dividend King [12] - The company has a payout ratio of 52%, indicating it can comfortably sustain the increased dividend payments [12] - At the new dividend rate, Target's stock yields approximately 4.6% [12]

Cruise through market volatility with these high-yielding stocks.Dividend investing allows you to have the best businesses in the world automatically send cash to your account on a regular basis. Investors looking to boost their passive income can find attractive dividend yields right now in the consumer goods sector.To give you some ideas, read why three Motley Fool contributors recently selected Home Depot (HD 3.84%), JD.com (JD 2.17%), and Target (TGT 1.98%) as strong buys right now. A clear industry lea ...

Some investors had been hoping Target would tap an outsider to come in and shake things up. They got Michael Fiddelke instead. https://t.co/dxlqxUzbF3 ...

Even with markets flirting with record highs, the market continues to offer compelling bargains.In today's market environment, all three of the major indexes have either set or come close to reaching record highs. While that points to bullish conditions for shareholders, it also increases the odds that the market has become pricey, presumably leaving investors with few options to find cheap stocks.Fortunately for bargain hunters, one can still find stocks trading at reasonable valuations. Such conditions ar ...

Core Insights - Walmart outperformed Target in Q2 results, showcasing stronger growth driven by e-commerce and grocery sales [1][3][4] - Target is facing challenges with declining sales and leadership changes, impacting its growth trajectory [2][10] Walmart Performance - Walmart reported Q2 earnings of $0.68 per share, slightly below expectations of $0.73, but up from $0.67 in the same quarter last year [3] - Q2 sales reached $177.4 billion, a nearly 5% increase year-over-year, surpassing estimates of $175.51 billion [3][4] - Global e-commerce sales surged by 25% in Q2, and advertising revenue increased by 46% [4] - Walmart raised its full-year revenue growth guidance to 3.75%-4.75% and adjusted EPS guidance to $2.52-$2.62 for fiscal 2026 [8] Target Performance - Target's Q2 sales were $25.11 billion, down from $25.45 billion a year ago, but above estimates of $24.91 billion [5] - Q2 EPS of $2.05 fell short of expectations of $2.09 and decreased by 20% from $2.57 in the prior period [5][6] - Target experienced a 4% increase in digital sales but a 2% decline in comparable sales, with store traffic down over 1% [6] - Target maintained its full-year outlook, expecting a low-single-digit decline in sales and adjusted EPS between $7.00-9.00 [9] Leadership Changes - Target's CEO Brian Cornell will step down in February after 11 years, transitioning to executive chair, with COO Michael Fiddelke set to replace him [10] Valuation and Dividend - Target's stock is trading at 12X forward earnings, a discount compared to its decade-long median of 15X, while Walmart and Amazon trade at over 30X [11][12] - Target offers a higher annual dividend yield of 4.7% compared to Walmart's 0.96%, with both companies classified as Dividend Kings [13] Investment Considerations - Walmart's operational performance is currently stronger, appealing to growth-focused investors, while Target may attract income and value investors despite its challenges [17]