So let's let's talk a little bit about this consumer, because that cautious optimism, it's there. You know, you talk to certain people. Other folks would say that the consumer is totally tapped out and there's just not that much pricing power left when it comes to these retailers.And I wonder, you know, when you survey the landscape, what do you see right now. Well, it's funny. I don't know who TransUnion is, but I don't know how you get answers to a survey like that.I am a cynic when it comes to surveys. I ...

Core Viewpoint - Macy's Inc. is facing stock price fluctuations and is under scrutiny ahead of its upcoming earnings report, with Citigroup adjusting its rating to Neutral and revising the price target to $19 [1][5]. Stock Performance - Macy's stock closed at $19.15, reflecting a 4.2% decline from the previous day, which is more significant than the broader market declines of the S&P 500, Dow, and Nasdaq [2][5]. - Over the past month, Macy's shares have increased by 12.18%, outperforming the Retail-Wholesale sector's gain of 0.48% and the S&P 500's increase of 1.48% [2]. Earnings Expectations - The company is expected to report an earnings per share (EPS) of -$0.14, representing a 450% decrease from the same quarter last year [3]. - The consensus estimate for quarterly revenue is $4.59 billion, indicating a 3.25% decline from the previous year [3][5]. - Full-year Zacks Consensus Estimates project earnings of $2 per share [3]. Stock Metrics - Currently, Macy's stock is priced at $19.51, with a daily increase of 1.88% or $0.36, and has fluctuated between a low of $19 and a high of $19.68 during the trading day [4]. - Over the past year, the stock has reached a high of $21.25 and a low of $9.76, with a market capitalization of approximately $5.24 billion and a trading volume of 4,723,131 shares [4].

John Lewis has unveiled its latest retail media offer at the relaunch of its Bluewater branch in Kent. The store features eight eye-catching digital screens, including a seven meter by four-meter show-stopper in its atrium.Custom made and installed by the retail media specialists Barrows Connected Store, the screens are the first of their kind to be introduced at John Lewis. The high-definition displays allow for curated content, which can help boost brand prominence and ultimately drive sales.There are thr ...

Group 1 - The consumer landscape this holiday season is diverse, with low-income consumers facing challenges while high-income earners and the wealthy continue to spend aggressively [1] - The spending patterns observed during this holiday season may significantly influence economic conditions leading into 2026 [1] Group 2 - The article emphasizes the importance of understanding different consumer segments rather than viewing "the consumer" as a single entity [1]

Market Performance - Major U.S. indexes showed mixed performance last week, with the Nasdaq Composite, S&P 500, and Dow Jones Industrial Average declining by 2.7%, 1.4%, and 0.5% respectively [1] - Investors are shifting focus from high-valuation technology and AI stocks to more defensive sectors due to market volatility [1] Federal Reserve and Economic Data - The end of a 43-day government standoff has reduced political risks, but delays in key economic data releases have created uncertainty for the Federal Reserve and investors [2] - The Fed is balancing economic growth and inflation, with inflation remaining above the 2% target and a resilient labor market casting doubt on December rate cut expectations [2] Zacks Research Performance - Zacks Research has provided guidance that led to significant stock performance, with Macy's shares increasing by 14.9% since its upgrade to Zacks Rank 1 on September 18, outperforming the S&P 500's 2.2% increase [3][4] - Fresnillo plc also saw a 7.2% return since its upgrade to Zacks Rank 1 on September 19, compared to the S&P 500's 1.8% increase [4] Zacks Model Portfolio Returns - A hypothetical portfolio of Zacks Rank 1 stocks returned +8.64% in 2025 through September 1, outperforming the S&P 500's +7.60% [4] - The Zacks Model Portfolio has outperformed the S&P 500 index by over 12 percentage points since 1988, with an annualized average return of +23.8% compared to +11.3% for the S&P 500 [5] Specific Stock Performances - United Natural Foods, Inc. (UNFI) shares increased by 32.4% after its Zacks Recommendation was upgraded to Outperform [7] - Caterpillar Inc. (CAT) gained 35.9% over the past 12 weeks, while CACI International Inc. (CACI) returned 20.1% during the same period [10] Earnings Certain Admiral Portfolio (ECAP) - The ECAP returned -1.30% in Q3 2025, underperforming the S&P 500's +8.1% gain, and +2.72% year-to-date compared to the S&P 500's +14.84% [15] - The portfolio aims to minimize capital loss by holding shares of companies with a proven track record of earnings stability [16] Earnings Certain Dividend Portfolio (ECDP) - Johnson & Johnson (JNJ) returned 10.9% over the past 12 weeks, while UnitedHealth Group (UNH) increased by 5.9% [18] - The ECDP returned -0.01% in Q3 2025, underperforming the S&P 500's +8.1% gain [20] Top 10 Stock Portfolio - MasTec, Inc. (MTZ) has jumped 41.2% year-to-date, outperforming the S&P 500's 14.7% increase [22] - The Top 10 portfolio has produced a cumulative return of +2,553.1% since 2012, significantly outperforming the S&P 500's +545.2% [24]

Key Takeaways Walmart launches wider low-price offers and faster fulfillment to boost holiday demand.WMT emphasizes items under $20 and early online access for Walmart members to drive loyalty. Walmart spreads out web-only discounts and enhances rapid delivery to maintain shopper engagement. Walmart Inc. (WMT) , which named John Furner as the new president and CEO (from Feb. 1, 2026), is entering the holiday season with a more aggressive value strategy. The company is rolling out more deals and faster fulfi ...

Retailer John Lewis has launched what it is calling a “premium” retail media proposition at its freshly-refurbed outlet in Dartford’s Bluewater shopping centre.The new-look department store will now feature a seven metre-high digital billboard in its atrium, forming part of a series of high-impact touchpoints dotted throughout the shop.One of eight new digital screens mounted in the store, the seven-by-four-metre billboard has been designed to “help bring cinematic above-the-line content to customers” accor ...

Market Performance - The S&P BSE Sensex rose over 200 points to trade above 84,800, while the NSE Nifty 50 advanced over 50 points to rise above 25,950 [1][13] - The Nifty Bank index set a fresh record, jumping past 58,000 and hitting an intraday high of 58,905.80 [1][13] - Mid-cap and small-cap stocks extended their advance, with broader gauges rising 0.4% and 0.5% [1][13] Corporate Earnings - Q2 results indicate an uptrend in earnings growth, with net profits having grown by 10.8%, marking the best performance in the last six quarters [5][13] - Discretionary consumption, particularly in automobiles, is expected to lead earnings growth in Q3 [6][13] Foreign Institutional Investment - Foreign Institutional Investors (FIIs) sold equities worth over Rs 4,968 crore on November 14, while Domestic Institutional Investors (DIIs) were net buyers of Rs 8,461.5 crore [7][13] Economic Indicators - The Nifty 50 now trades 1.2% below its all-time high of 26,277.37 reached in September 2024 [4][13] - Expectations for a U.S. rate cut in December have slipped to 40% from over 60% last week, impacting market sentiment [8][13] Global Market Context - Asian equities opened cautiously as investors awaited corporate earnings and U.S. data, focusing on interest-rate outlook and AI rally durability [8][13] - Oil prices slipped, with Brent crude falling 58 cents to $63.81 a barrel and U.S. West Texas Intermediate down 59 cents to $59.50 [11][13]

天眼查App显示，近日，江华嫒婷百货商行（个人独资）成立，法定代表人为冯兵兵，注册资本5万人 民币，经营范围为一般项目：日用百货销售；日用品销售；灯具销售；照明器具销售；照明器具生产专 用设备销售；半导体分立器件销售；半导体照明器件销售；半导体器件专用设备销售；电子产品销售； 技术玻璃制品销售；皮革制品销售；皮革销售；母婴用品销售；服装服饰零售；日用杂品销售；服装辅 料销售；箱包销售；玩具销售；木制玩具销售；玩具、动漫及游艺用品销售；家具销售；家具零配件销 售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Insights - Dillard's Inc. reported third-quarter fiscal 2025 results with both earnings and sales exceeding expectations and showing year-over-year growth [1][2][9] Financial Performance - Earnings per share (EPS) reached $8.31, surpassing the Zacks Consensus Estimate of $6.43, and increased by 7.5% from $7.73 in the same quarter last year [1][9] - Net sales amounted to $1.469 billion, a 2.9% increase from the prior-year quarter, exceeding the consensus estimate of $1.425 billion [2][9] - Total retail sales (excluding CDI Contractors, LLC) rose 3.3% year over year to $1.401 billion, with comparable sales also increasing by 3% [3][9] Category Performance - Strong sales growth was observed in ladies' accessories and lingerie, juniors' and children's apparel, and ladies' apparel, while shoes saw moderate growth [3] - Home and furniture, men's apparel and accessories, and cosmetics experienced slight growth [3] Margin and Expenses - Consolidated gross margin expanded by 80 basis points to 43.4%, with retail gross margin also increasing by 80 basis points to 45.3% [4][9] - Selling, general and administrative expenses (SG&A) as a percentage of sales were 30%, up 60 basis points from the prior year, with total SG&A expenses increasing by 5.1% year over year to $440.4 million [5][9] Cash Flow and Share Repurchase - Dillard's ended the quarter with cash and cash equivalents of $1.149 billion and long-term debt of $225.7 million [7] - The company repurchased 30,000 shares for $107.8 million, averaging $359.16 per share, with $165.2 million remaining under its current share repurchase authorization [8] Future Outlook - For fiscal 2025, Dillard's forecasts capital expenditure of $100 million, a decrease from $105 million in fiscal 2024 [10] - The company expects depreciation and amortization expenses of $180 million and projects interest and debt income of $7 million [11]