The flow of inventories moving out of warehouses into stores or directly to consumers because of e-commerce is a forward-looking indicator of retail category performance as well as a barometer on the state of transports and consumer spending. In the latest CNBC supply chain survey, 63% of respondents said they were moving more holiday related freight this year compared to last year. This is a key indicator for transport stocks because revenues are made or lost on volumes.Respondents said freight volumes hav ...

Stock Recommendations - Intuitive Surgical is a multi-year compounder with stable revenues and great margins, expected to perform well next year [1] - Dicks Sporting Goods is down 11% from its highs, trading at 11 times earnings, possessing strong franchise excellence and same store sales [1] - Toast appears poised to break a shorter-term downtrend [1] Consumer Sector Analysis - Dicks Sporting Goods is expected to fix Foot Locker [1]

Welcome to Yahoo Finance's special coverage of the November CPI report. I'm Julie Hyman and we are getting the numbers for November. Now, year-over-year, inflation milder than expected, rising 2.7%.Economists on average have been looking for a 3.1% gain. Core CPI excluding volatile food and energy prices up 2.6% year-over-year versus the 3% that uh economists had been looking for on average. Now, we're not getting the month-over-month numbers.Remember, because of the government shutdown, um the government w ...

When one of the biggest stars in music names one of her songs after your company, you know it's going to be a game changer. [singing] [music] >> I got chills because you know in that moment you're just reminded um what what an incredible company and brand we are that Beyonce would name a song after us. It far exceeded our expectations.6 months later, Levis's announced a global marketing campaign with Beyonce, and the rest will go down in retail history. The TV ads broke records, billions of impressions, and ...

DELIVER Middle East, the region’s newest premier matchmaking event for retail, commerce, and supply chain leaders, will make its highly anticipated debut in Dubai on 21–22 January 2026, powered by a strategic partnership with DP World as Headline Sponsor and Launch Partner.Following its rapid expansion across Europe, America, and Asia, DELIVER now brings its signature AI-powered, team-enabled matchmaking model to the Middle East, uniting over 200 senior retail executives from leading brands including Alshay ...

Core Insights - Vanguard 500 Index Fund ETF Shares (NASDAQ:VOO) leads the ETF market with $1.5 trillion in assets and a low expense ratio of 0.03%, but ProShares S&P 500 Dividend Aristocrats ETF (NYSEARCA:NOBL) offers superior cash flow with a yield of 2.1% compared to VOO's 1.09% [2][4] Group 1: NOBL's Income Generation - NOBL generates income solely from dividends of 68 blue-chip Dividend Aristocrats, which have a history of increasing dividends for over 25 years [3][4] - The ETF employs an equal-weighting methodology, with sector allocations of 22.5% in Industrials and 20.9% in Consumer Staples, minimizing concentration risk while maximizing exposure to reliable dividend payers [3][4] Group 2: Dividend Safety Analysis - Albemarle Corporation, with a 2.06% weighting, faces risks due to negative earnings of -$1.59 per share but maintains a $1.62 annual dividend [5] - Caterpillar, holding a 1.68% weighting, shows strong performance with a 46.3% return on equity and a 14.3% profit margin, supported by a $5.84 annual dividend and $19.49 in earnings [5] - Johnson & Johnson, with a 1.51% weighting, offers a 2.37% yield and has a 74% payout ratio, backed by a 27.3% profit margin and over 60 years of consecutive dividend increases [5] - Walmart and Procter & Gamble, with weightings of 1.56% and 1.33% respectively, maintain conservative payout ratios of 32% and 60%, generating significant free cash flow to support dividend growth [5]

Sales Performance - CarMax's used car sales fell short of expectations last quarter [1] Company Challenges - Interim management faces increased pressure to revitalize the struggling used-car retailer [1]

Market Overview - U.S. stock futures are slightly higher after a decline on Wednesday, driven by concerns over a "hiring recession" following the November jobs report [1] - The November Consumer Price Index is anticipated as a crucial inflation indicator that could influence market trends for the remaining trading days of the year [1] Treasury Bonds and Market Projections - The 10-year Treasury bond yielded 4.13%, while the two-year bond was at 3.46% [2] - The CME Group's FedWatch tool indicates a 73.4% probability that the Federal Reserve will maintain current interest rates [2] Stock Performance - The SPDR S&P 500 ETF Trust (SPY) increased by 0.23% to $672.95, and the Invesco QQQ Trust ETF (QQQ) rose by 0.55% to $603.70 in premarket trading [2] - Accenture PLC shares decreased by 0.27% ahead of its fiscal first-quarter results, with expected earnings of $3.75 per share on revenue of $18.52 billion [6] - Micron Technology Inc. shares rose by 9.61% following a better-than-expected first-quarter performance and a strong outlook for the second quarter [6] - FedEx Corp. shares fell by 0.07% pre-market, with analysts expecting earnings of $4.10 per share on revenue of $22.79 billion [6] - Nike Inc. shares increased by 0.44% ahead of its fiscal second-quarter results, with expected earnings of $0.38 per share on revenue of $12.22 billion [13] Sector Performance - On Wednesday, Information Technology, Consumer Discretionary, and Communication Services sectors performed well, while Energy, Health Care, Real Estate, and Financials sectors saw declines [8] Economic Data and Market Sentiment - Initial jobless claims and the November consumer price index report are set to be released, which will provide insights into price pressures and regional factory activity [14] - Asian markets closed mixed, with some indices in the green, while most European markets opened higher [15]

US stock futures rose on Thursday, eyeing a recovery from Wall Street's tech-fueled sell-off as investors waited for the latest reading on consumer inflation that could help set expectations for the path of interest rates. S&P 500 futures (ES=F) moved up 0.4%, while those on the Nasdaq 100 (NQ=F) gained roughly 0.8%, looking to rebound after Oracle (ORCL)-propelled AI trade worries spurred another bruising session for tech. Meanwhile, Dow Jones Industrial Average futures (YM=F) edged up 0.1%. Wall Stree ...

Core Viewpoint - RH (NYSE:RH) is characterized as a "wild trader" by Jim Cramer, highlighting its volatile trading behavior following earnings reports, with a notable 14% spike before settling at a 6% increase [1][2]. Company Performance - After-hours trading saw RH's stock initially decline, followed by a significant recovery, ultimately closing up 6%, which is considered a strong performance compared to other companies that reported poor results [1]. - Analysts at Stifel downgraded RH, citing concerns over a fundamental mismatch between the company's current valuation and its long-term prospects [1]. Industry Context - RH operates as a retailer and lifestyle brand, offering a range of products including furniture, lighting, textiles, bathware, decor, and children's furnishings [2]. - There is a belief that certain AI stocks may present greater upside potential with less downside risk compared to RH, indicating a competitive landscape in investment opportunities [3].