3 Retail Stocks Set to Soar After Earnings

Core Insights - Retailers are experiencing mixed earnings reports, reflecting the impact of tariffs, consumer demand, and operational resilience [1] Group 1: Macy's Inc - Macy's reported adjusted first-quarter earnings of 16 cents per share on revenue of $4.60 billion, exceeding Wall Street expectations [2] - The company has cut its full-year profit forecast due to tariff hikes and increased promotions [2] - Macy's is undergoing a significant turnaround, closing approximately 150 stores and focusing on stronger brands like Bloomingdale's and Bluemercury [2] - Despite a 4% increase before the market opened, Macy's stock is down over 28% year to date [2] Group 2: Abercrombie & Fitch Co - Abercrombie & Fitch's stock surged over 28% in premarket trading following a strong first quarter [3] - The retailer posted earnings of $1.59 per share on $1.1 billion in revenue, significantly surpassing estimates [3] - Although Abercrombie issued positive guidance for the current quarter, it reduced its full-year profit forecast due to an anticipated $50 million impact from tariffs [3] - Prior to this report, Abercrombie's stock was down 48.4% in 2025 [3] Group 3: Dick's Sporting Goods Inc - Dick's Sporting Goods saw its stock rise 5% in electronic trading after reporting earnings of $3.37 per share on $3.17 billion in net sales, both exceeding analyst forecasts [4] - The company reaffirmed its full-year outlook and is managing tariff challenges effectively [4] - Dick's announced plans to acquire rival Foot Locker, indicating confidence in its long-term strategy [4] - Dick's Sporting Goods has a year-to-date deficit of 23.9% [4]