The upcoming report from Target (TGT) is expected to reveal quarterly earnings of $2.17 per share, indicating a decline of 10% compared to the year-ago period. Analysts forecast revenues of $30.54 billion, representing a decline of 1.2% year over year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Ahead of a company's earnings disclos ...

Even as higher-end department stores struggle, off-price retail is thriving, showing that Americans are still spending, just more selectively. TJX Companies – which owns TJ Maxx, Marshalls and HomeGoods – blew past Wall Street expectations in its fourth quarter earnings report Wednesday morning.Sales surged 9% year-over-year to $17.7 billion in the fourth quarter, with comparable store sales up 5%. TJX also boosted its quarterly dividend 13% to 48 cents per share, and brought in a net income of $1.8 billion ...

(Bloomberg) -- Saks Global Enterprises said hundreds of brands, including Burberry and those owned by luxury powerhouses LVMH and Kering, have either resumed or continued shipping to the troubled retailer as it tries to emerge from bankruptcy.The company, which includes Saks Fifth Avenue, Neiman Marcus and Bergdorf Goodman stores, is set to receive around $1.2 billion in merchandise over the next few months, Chief Executive Officer Geoffroy van Raemdonck said in an interview with Bloomberg News. Those goods ...

Core Insights - Dillard's Inc. reported fourth-quarter earnings that exceeded analyst expectations with adjusted earnings per share of $13.05, surpassing the consensus estimate of $10.61 by $2.44, despite revenue falling short at $1.96 billion compared to the $2.04 billion estimate [1] - The company's total retail sales decreased by 1% year over year to $1.92 billion, with comparable store sales also down by 1%, attributed to disruptions from a winter storm affecting over one-third of its store base [2] - For the full fiscal year, Dillard's net income was $570.2 million, or $36.42 per share, a decline from $593.5 million, or $36.82 per share, in the previous year [2] Financial Performance - Total retail sales for the year remained flat at $6.23 billion [3] - Retail gross margin was reported at 40.8%, slightly below the previous year's margin of 41.0% [3] - Operating expenses increased to 27.2% of sales from 26.7% in the prior year [3]

Pre-market futures are busy climbing out of the deep hole Monday’s market dug for itself, particularly on the blue-chip Dow index. Tariff concerns and possible military conflict with Iran are issues that have not gone away, but neither have they poisoned the well. The Dow is up +138 points, the S&P 500 is +11, the Nasdaq +113 and the small-cap Russell 2000 is +4 points at this hour. Q4 Earnings Roundup This Morning: HD, PLNT & MoreHome Depot (HD)  beat earnings estimates in its Q4 report out this morning by ...

We came across a bullish thesis on Kohl’s Corporation on r/ValueInvesting’s Substack. In this article, we will summarize the bulls’ thesis on KSS. Kohl’s Corporation's share was trading at $18.50 as of February 6th. KSS’s trailing and forward P/E were 10.69 and 17.89 respectively according to Yahoo Finance. Kohl's (NYSE:KSS) Kohl's Corporation operates as an omnichannel retailer in the United States. Kohl’s latest earnings release reinforces the view that the turnaround is gaining traction and that the s ...

Respectable. That’s how William Dillard 2nd characterized his company’s performance in fiscal year 2025. More from WWD On Tuesday, the Little Rock, Ark.-based retailer reported that net income dipped slightly on sales that were unchanged from the prior year for the 52 weeks ended Jan. 31. Net income fell 3.9 percent to $570.2 million, or $36.42 a share, from $593.5 million, or $36.82 per share, for the 52 weeks ended Feb. 1, 2025. Included in net income for fiscal 2025 was a pretax gain of $20.4 million ...

Core Viewpoint - Despite high market uncertainty, certain consumer stocks are still considered undervalued and have potential for long-term gains [1] Group 1: Conagra Brands - Conagra Brands has seen a rally since early 2026 but remains down over 20% in the past year due to inflation and changing consumer habits [4] - The company has initiated "Project Catalyst," an AI-based initiative aimed at revamping its core business, though its success remains to be seen [5] - Potential recovery catalysts include selling underperforming brands and acquiring faster-growing ones, alongside a high dividend yield of 7.6% at current prices [6] Group 2: Macy's - Macy's shares have surged nearly 75% over the past six months due to cost-cutting measures, store closures, and targeting affluent customers [7] - The stock trades at a low valuation of 12 times forward earnings compared to competitors like Kohl's at nearly 20 times [8] - The recent bankruptcy of competitor Saks Global may provide Macy's with further opportunities for valuation expansion [9] Group 3: Signet Jewelers - Signet Jewelers' shares have increased by 80% over the past year, driven by successful changes under CEO J.K. Symancyk [10] - The company has embraced lab-grown diamonds and differentiated its retail brands, leading to better-than-expected quarterly results, although earnings growth for the fiscal year is estimated at only 4% [11] - Forecasts for the current fiscal year suggest earnings growth could reach 19.7%, indicating potential for valuation expansion from its current low of 8.5 times forward earnings [12]

UK-based John Lewis Partnership will invest £108m ($145.9m) in employee pay, raising hourly shop floor wages by 6.9% from 1 April across both John Lewis and Waitrose. The latest allocation follows nearly £300m added to the pay budget over the past three years. Of the £108m increase, close to 90% is discretionary spending above the UK’s National Minimum Wage. From April, minimum hourly pay will rise to £13.25 nationwide and £14.80 inside the M25, equal to approximately £1,600 annually for a typical full ...

Macy’s is closing stores again. If you own shares of the retailer, it’s natural to wonder whether it’s a warning sign and you need to sell, or it’s part of a larger restructuring plan and you’re better off holding on. Here’s what the numbers actually show. How Many Stores Has Macy’s Closed? Macy’s closed 66 stores in 2025 as part of its larger restructuring strategy, as GOBankingRates previously reported. The closures were part of the retailer’s previous announcement to close down 150 underperforming st ...