Core Insights - The focus on earnings remains in the retail sector, with major companies like Target, Best Buy, and Costco set to report results this week [1] - Recent earnings releases indicate stable consumer spending trends, although cumulative inflation poses challenges, particularly for lower-income groups [2] - Discretionary spending categories have shown weakness post-COVID, but Walmart's recent results suggest some improvement [3] Retail Performance - Target shares have performed well this year, up 15.6%, outperforming Walmart's 15% rise and the broader market's 0.6% gain [5] - Target is expected to report earnings of $2.17 per share on revenues of $30.52 billion, reflecting year-over-year declines of 10% and 1.3% respectively [6] - Best Buy is anticipated to report EPS of $2.48 on revenues of $13.91 billion, with year-over-year changes of -3.9% and -0.3% [7] Earnings Season Overview - 481 S&P 500 members have reported Q4 results, showing earnings up 15.1% on 9.4% higher revenues, with 74.8% beating EPS estimates [9][16] - Among 22 retailers in the S&P 500 that have reported, total Q4 earnings are up 6.9% from the previous year, with 50% beating EPS estimates, the lowest in the last five years [13][14] - Amazon's Q4 earnings were up 5.9% on 13.6% higher revenues, despite missing EPS and revenue expectations [15] Future Expectations - Estimates for the current period (2026 Q1) have recently declined after earlier increases [26] - The overall earnings picture suggests double-digit growth is expected in 2025 and 2026 [27]

It’s one thing to talk about corporate purpose, quite another to make it happen in a way that has real-world meaning for those at all levels of the organisation. In this article, the authors offer a framework designed to assist leaders in doing just that.Corporate purpose has become a hotly debated topic in recent years, yet its practical implementation often lags behind the rhetoric. Defining purpose is only the starting point; the real challenge lies in living it—creating an emotional connection to a set ...

Group 1: AI Disruption and Market Sentiment - The potential for artificial intelligence (AI) to disrupt various business sectors is causing volatility in the U.S. stock market, with investors seeking insights into its economic impact [1][12] - Concerns about AI's disruptive nature have led to declines in stock prices in industries such as software, wealth management, and real estate services, as investors debate which companies will benefit or suffer from AI advancements [2][3] - Nvidia's quarterly report, a key player in the AI space, did not alleviate market concerns, resulting in a more than 5% drop in its shares, reflecting investor anxiety over the returns from significant investments in data centers [3] Group 2: Economic Data and Job Market Insights - The upcoming U.S. jobs report for February is anticipated to show an increase of 60,000 jobs, following a strong January report that added 130,000 jobs and reduced the unemployment rate to 4.3% [5][6] - There are concerns that the robust January jobs data may be an anomaly, with some analysts highlighting a weak job market in 2025, raising questions about future employment trends [6] - Investors are closely monitoring the jobs report for indications of when the Federal Reserve may cut interest rates, with expectations suggesting a potential reduction in June or July [7][8] Group 3: Earnings Reports and Economic Indicators - The earnings season is concluding, with Broadcom and major retailers like Best Buy and Target set to report their quarterly results [10][11] - Other economic indicators, including manufacturing and services sector activity, are also due for release, which will provide further context for market performance [11]

Wall Street analysts forecast that Best Buy (BBY) will report quarterly earnings of $2.48 per share in its upcoming release, pointing to a year-over-year decline of 3.9%. It is anticipated that revenues will amount to $13.91 billion, exhibiting a decrease of 0.3% compared to the year-ago quarter.The current level reflects a downward revision of 1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their ini ...

Group 1 - The article promotes a subscription service called "The Dividend Dogcatcher" which provides insights and portfolios for dividend stocks [1] - It highlights a live video segment called "Underdog Daily Dividend Show" that features potential investment candidates [1] - The article encourages audience engagement by inviting comments on favorite or least favorite stock tickers for future reports [1]

Best Buy (BBY) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended January 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on March 3, might help the stock move higher if these key numbers are better than expectations. ...

Stocks to watch as Trump's new tariffs spell more uncertainty | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A trader works on the floor, as a screen displays U.S. President Donald Trump during a press briefing at the White House following the Supreme Court's ruling on tariffs, at the New York Stock... [Purchase Licensing Rights, opens new tab] Read more- Companies[Alcoa Corp]Follow[Alibaba Group Holding Ltd]Follow[Best Buy Co Inc ...

Core Viewpoint - Best Buy is expected to face challenges in achieving durable gains, with short-term trading opportunities potentially arising from tax stimulus and short covering, but long-term upside is likely limited due to tougher comparisons and lower earnings expectations [1] Valuation and Price Target - JP Morgan analyst Christopher Horvers downgraded Best Buy to Neutral from Overweight and reduced the December 2026 price target to $76 from $99, reflecting a valuation of approximately 12x fiscal 2026 earnings and about 5.5x EV/EBITDA [2] Earnings Outlook - Adjusted EPS estimates were lowered to $6.23 from $6.45 for fiscal 2025 and to $6.36 from $7.09 for fiscal 2026, with a forecast of -3% comparable sales and EPS of $2.40 for the fourth quarter of fiscal 2025, which is below market expectations [3] Guidance Risks - Concerns are raised regarding the computing segment, which constitutes over 35% of sales, as rising memory costs may increase PC prices by 20-30%, potentially impacting unit demand into 2026 [4] Competitive Landscape - The competitive environment is tightening, with a narrowing price-performance gap between value and premium electronics brands, which may affect ticket size and product mix, while TVs and appliances continue to face challenges due to slow housing turnover [5]

Group 1 - The article promotes a subscription service called "The Dividend Dogcatcher," which focuses on identifying dividend-paying stocks that are considered safer investments [1] - It highlights a live video segment called "Underdog Daily Dividend Show," where a portfolio candidate is discussed every trading day [1] - The article encourages audience engagement by inviting comments on favorite or least favorite stocks for potential inclusion in future reports [1]

Core Insights - WeShop Holdings Limited has announced retail partnerships with Best Buy, Samsung, Lenovo, and eBay to enhance its electronics offerings as demand for televisions surges ahead of major sporting events [1][5] Group 1: Partnerships and Offerings - The new partnerships aim to leverage existing relationships with leading electronics retailers to make high-ticket purchases more rewarding for consumers [2][3] - WeShop's ShareBack™ program allows users to earn WePoints through everyday purchases, which can convert into ownership in WeShop, aligning consumer spending with long-term participation in the platform's growth [2][3] Group 2: Market Strategy - WeShop integrates ShareBack™ rewards directly into the shopping experience, enabling users to earn WePoints while purchasing essential devices for game-day gatherings [3] - The company continues to expand access to ShareBack rewards across various retail categories in the U.S. and the U.K., including fashion, electronics, beauty, home goods, and travel [4] Group 3: Consumer Engagement - The head of commercial at WeShop highlighted that electronics shopping typically rises during major events like the Super Bowl, emphasizing the potential for consumers to turn planned purchases into opportunities for ownership [5]