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Consumer Staples Are Up Almost 20% While the S&P 500 Struggles. Retirees Are Paying Attention.
Yahoo Finance· 2026-02-25 14:59
Quick Read iShares Consumer Staples (KXI) returned 18.07% over the past year with lower volatility than the S&P 500’s 15.11%. Walmart and Costco represent KXI’s largest positions at 9.94% and 9.22%. KXI charges a 0.39% expense ratio versus XLP’s 0.08%. Nvidia made early investors rich, but there is a new class of 'Next Nvidia Stocks' that could be even better; learn more here. Consumer sentiment has been sitting in recessionary territory for months, with the University of Michigan's index at 56. ...
The Global Staples ETF KXI Is Beating the S&P 500 (With Less Volatility)
Yahoo Finance· 2026-02-25 14:55
Quick Read iShares Consumer Staples (KXI) returned 18.07% over the past year with lower volatility than the S&P 500’s 15.11%. Walmart and Costco represent KXI’s largest positions at 9.94% and 9.22%. KXI charges a 0.39% expense ratio versus XLP’s 0.08%. Nvidia made early investors rich, but there is a new class of 'Next Nvidia Stocks' that could be even better; learn more here. Consumer sentiment has been sitting in recessionary territory for months, with the University of Michigan's index at 56. ...
TJ Maxx parent's earnings show discount clothes and home goods are still in high demand
MarketWatch· 2026-02-25 14:27
Core Viewpoint - TJX, the parent company of TJ Maxx, reported a triple beat in its fourth-quarter results, indicating strong performance metrics, but the stock price declined due to a disappointing outlook [1] Financial Performance - The company achieved a triple beat, which typically refers to exceeding earnings, revenue, and guidance expectations [1] - Despite the strong quarterly results, the outlook provided by the company did not meet market expectations, leading to a decrease in share price [1] Market Reaction - Following the announcement of the fourth-quarter results, shares of TJX, which operates in the off-price apparel and home-fashions sector, experienced a decline [1]
T.J. Maxx Owner Posts Higher Profit, Sales
WSJ· 2026-02-25 13:06
T.J. Maxx parent TJX Cos. posted a jump in profit and sales during the fourth quarter as it continued to scoop up market share, but the discount retailer guided for growth to slow slightly over the co... ...
FEMSA Announces Fourth Quarter 2025 Results
Globenewswire· 2026-02-25 13:03
MONTERREY, Mexico, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Fomento Económico Mexicano, S.A.B. de C.V. (“FEMSA”) (NYSE: FMX; BMV: FEMSAUBD, FEMSAUB) announced today its operational and financial results for the fourth quarter of 2025. FEMSA: Total Consolidated Revenues grew 5.7% and Income from Operations increased 8.5% compared to 4Q24.FEMSA RetailA: Proximity Americas total Revenues grew 5.3% and Income from operations increased 7.7% versus 4Q24.SPIN: Spin by OXXO had 10.5 million active usersB representing 22.0 ...
业绩超预期也救不了市?美企交出最强成绩单,标普500却在六周内跌去1.7%
Hua Er Jie Jian Wen· 2026-02-25 12:53
美国企业刚刚交出了近年来最强劲的一份财报季答卷,但美国股市并未随之起舞,强劲的盈利表现与低迷的市场走势形成了显著的脱钩。 据彭博报道,标普500指数成分股公司第四季度的盈利增长了13%,比预期高出近6个百分点。然而,在以摩根大通和沃尔玛公司发布财报为起止 的六周时间里,标普500指数却下跌了1.7%,追平了过去10个季度财报季期间的最差表现。 人工智能引发的"恐慌交易"、全球地缘政治风险以及对私募信贷的担忧,共同压制了市场的乐观情绪。投资者正对那些容易受AI技术应用冲击的 行业进行快速重新定价,导致市场资金从高估值板块流出,转向更为安全的资产。 尽管短期内多重不确定性导致美股呈现横盘震荡态势,但市场参与者依然认为,企业基本面的韧性最终将主导市场走向。一旦投资者理清了AI颠 覆性影响的范围与步伐,美股有望重拾升势。 强劲业绩遭遇市场冷眼 第四季度美国企业的盈利基本面极其稳健。据彭博援引Jefferies Financial Group Inc.的数据显示,不仅盈利增速超出预期,企业对来年的盈利前景 也充满乐观。罗素3000指数中,上调业绩指引的公司数量与下调指引的公司数量之比达到了4比1,这一比例上次出现还是在 ...
Can Walmart's New CEO Send the Massive Retailer's Stock Soaring in 2026 (and Beyond?)
Yahoo Finance· 2026-02-25 12:20
Core Insights - John Furner became president and CEO of Walmart on February 1, 2026, succeeding Doug McMillon, who led the company since 2014 and delivered over 500% returns to shareholders [1][2] - Furner faces high expectations as Walmart's market cap briefly joined the $1 trillion club, and the company has a P/E ratio of 42, significantly above the S&P 500's average of 29 [4][5] Company Performance - Under McMillon, Walmart transformed into an omnichannel retailer, improved its international presence, and invested in technology and competitive wages, which contributed to a 13% net income growth in fiscal 2026 [3][6] - Walmart's current P/E ratio of 42 makes it more expensive than peers like Target at 13 but cheaper than Costco at 50, indicating a premium valuation that could be vulnerable if expectations are not met [5][6] Challenges Ahead - Furner may struggle to sustain growth due to limited expansion opportunities within the U.S., where Walmart operates approximately 5,200 stores, and past international expansion efforts have faced challenges [7]
新春购物热潮席卷南京江宁 各大商场销售客流双双攀升
Sou Hu Cai Jing· 2026-02-25 10:17
扬子晚报网 2月25日讯(记者 姜婧仪 通讯员 吕思一)农历新春期间,南京江宁区各大商场人头攒动,洋溢着喜庆的节日氛围。为活跃春节消费市场,江 宁区商务局发放总价值300万元的"乐享江宁·新春餐饮"消费券,有效激发了市民的消费热情。从年货市集到非遗体验,从创意互动到大幅促销,江宁围 绕"新春"主题,系统集成商业、文化、旅游等消费资源,持续开展年终嗨购、跨年迎新等消费促进活动。 新春江宁商圈 这个春节,不少商场都将"年货+游园"相结合:在江宁万达广场,主办方联合蒙牛开展新春主题市集,包含川剧变脸、舞蹈秀及市集非遗手工、文创、宠 物等内容,点燃不少市民消费热情;在江宁砂之船奥莱,鱼灯巡游发红包、川剧变脸、财神巡游等活动,聚集了大量人气,带动销售额节节攀升。 "非遗+创意IP"多元活动引领消费新风尚。今年春节,江宁龙湾天街巧妙运用"奇妙萌可"这一创意IP,成功吸引家庭与年轻客群。商场设置了高达8米的主 题美陈装置,并举办人偶见面会,打造沉浸式动画场景,吸引众多年轻人打卡并购买南京限定周边。除创意活动外,商场推出"满600赠1000珑珠券"等实 打实的优惠,有效刺激了消费。 在江宁纳科,年货展销与非遗表演、书法送福等 ...
What to Know Before Buying Amazon Stock in 2026
The Motley Fool· 2026-02-25 09:08
Core Insights - Amazon's shares are currently 19% off their peak, attracting investor interest for potential buying opportunities in 2026 [1] - Over the past decade, Amazon's stock has increased by 632%, indicating strong long-term growth despite recent volatility [1] Financial Performance - Amazon Web Services (AWS) generated $129 billion in revenue last year, significantly outpacing competitors, and contributed $46 billion in operating income, accounting for 66% of Amazon's total [3][4] - Revenue from online and physical stores grew over 9% year over year to $88.9 billion in Q4 2025, with the North America segment achieving a 9% operating margin, up from 8% the previous year [5] Strategic Positioning - AWS is well-positioned to capitalize on the growing demand for artificial intelligence (AI) tools and applications, enhancing its market share in the cloud computing sector [4][5] - Amazon is focusing on expanding its grocery business, having sold over $150 billion in groceries last year and planning to open more than 100 new Whole Foods Market stores in the coming years [6] Valuation Metrics - Amazon's market capitalization stands at $2.2 trillion, with net sales of $717 billion in 2025, indicating its status as a major player in the market [8] - The current price-to-earnings ratio is 28.3, one of the lowest in the past decade, suggesting that the stock is attractively valued for potential investors [9]
6.9亿元!宿迁春节假期“马力全开”,消费市场“嗨”翻了!
Sou Hu Cai Jing· 2026-02-25 05:23
(速新闻记者 王艳珅 通讯员 郑佳)千帆竞发春潮涌,万马奔腾消费兴。2月24日,记者从宿迁市商务 局获悉,今年春节假期,宿迁市紧扣"嗨在宿迁"消费品牌主线,坚持政企协同、数实融合、全域联动, 开展超200场主题促消费活动,创新打造年货市集、首店矩阵、政府消费券等多元场景,消费市场呈 现"热度持续走高、结构加速优化、动能接续释放"的强劲态势。据监测,假期全市60家重点商贸流通企 业实现营业(销售)额6.9亿元,同比增长9.2%。 春节假期,汽车市场在报废更新、置换更新、市级购新补贴政策加持下,呈现出稳健、高走的销售态 势。各品牌4S店通过举办"新春车展""新年钜惠"等活动,吸引了大批有购车意向的家庭前来看车、下 单,订单量较节前明显增长。汽车消费正从"政策刺激下的普涨"转向"产品力驱动下的结构性增长"。沭 阳县、泗洪县等地推出汽车政府消费补贴活动,整合政府补贴、商家让利、金融优惠、装潢礼包四重优 惠,单台汽车最高补贴6000元。 腾吉新能源汽车、金至尊汽车、天泓华奥、腾势汽车等重点车企紧扣新春节点,分别推出"智驭新春 骏 启新程""智启2026,鸿蒙焕车季"等主题促销活动,展厅内客流络绎不绝,试驾预约排满整个假 ...