Core Viewpoint - Target is facing significant challenges in 2025, including market share losses, weak discretionary sales, and theft issues, which have worsened over time [1] Financial Performance - Target's financial performance has been negatively impacted by tariffs affecting consumer spending and imports, leading to falling sales and profits [2] - The stock price declined by 27% in the first half of the year, with a notable slump in the first quarter due to the aforementioned issues [3] - In the fourth quarter earnings report, comparable sales growth was only 1.5%, while adjusted EPS fell from $2.98 to $2.41, despite beating estimates [6] - The first-quarter earnings report showed a 3.8% drop in comparable sales and a decline in adjusted EPS from $2.03 to $1.30, prompting a cut in EPS guidance to a range of $7.00-$9.00 [7] Market Reactions - The announcement to roll back DEI programs led to boycotts, damaging the company's reputation and affecting business performance [5] - Following the announcement of "Liberation Day" tariffs, the stock experienced a significant plunge [7] Strategic Initiatives - Target has announced a turnaround plan, establishing a "multi-year acceleration office" and implementing leadership changes to enhance decision-making and aim for long-term profitable growth [9]

While many investors are constantly trying to find the next big winners, there are some market participants who are happy owning businesses that cut them a check. Generating income from the stocks in your portfolio can provide stability and peace of mind, especially when there are heightened geopolitical and macro risks to worry about.An even better situation can be to buy a company like this that's trading at a dirt cheap valuation. In theory, this should add significant upside. Investors don't have to loo ...

Core Insights - Costco's total comparable sales increased by 5.8% in June, driven by strong demand for fresh foods and non-food categories such as jewelry, major appliances, and gift cards [1] - The retailer's net sales rose by 8.0% to reach $26.44 billion during the retail month of June [3] Sales Performance by Region - In the United States, sales increased by 4.7%, while in Canada, sales rose by 6.7%, and in other international markets, sales grew by 10.9% [2] eCommerce Growth - Costco's eCommerce sales experienced an increase of 11.5% for the month [2] Sales by Category - Comparable sales in June showed high-single-digit growth in fresh foods, mid- to high-single-digit growth in non-foods, and mid-single-digit growth in June foods and sundries [4] - The ancillary business sales declined by low-single digits, and gas sales decreased by mid- to high-single digits [5] Consumer Behavior Trends - High-income consumers are increasingly seeking value, with affluent members trading down to private-label goods and lower-cost proteins [6] Delivery Enhancements - Costco partnered with Instacart to enhance delivery options, including Priority Delivery for faster service and No-Rush Delivery for scheduled orders [7]

Core Viewpoint - Carvana and Asbury Automotive represent two distinct approaches in the auto retail sector, with Carvana focusing on a fully digital used-car buying experience and Asbury blending traditional dealership strengths with digital initiatives [2][3]. Group 1: Carvana (CVNA) - Carvana is the second-largest used car retailer in the U.S., leveraging a digital platform that allows for a leaner operation compared to traditional retailers [4]. - The company has consistently exceeded earnings expectations for four consecutive quarters, selling over 100,000 vehicles per quarter, with a year-over-year EPS increase and a 46% rise in retail unit sales [5]. - Carvana's adjusted EBITDA reached a record $488 million with an 11.5% margin, leading all auto retailers in adjusted EBITDA margin [6]. - Rising tariffs on new vehicles may drive more consumers to the used car market, where Carvana is well-positioned [7]. - Despite over $5 billion in long-term debt, Carvana's scalable model and growth targets present a compelling narrative for investors [7]. Group 2: Asbury Automotive (ABG) - Asbury combines traditional dealership operations with a growing digital presence, selling both new and used vehicles and generating additional revenue from finance and insurance products [10]. - The Clicklane platform has shown growth, selling over 51,000 units in 2024, a 13% increase year-over-year [11]. - Strategic acquisitions have been a key growth strategy, with the latest acquisition expected to add $3 billion in annualized revenues [12]. - Asbury faces near-term challenges, including deferred revenues impacting earnings and rising SG&A costs, which reached 63.9% of gross profit [14]. - The company's adjusted EBITDA margin is below 6%, significantly lower than Carvana's, and high capital expenditures could limit free cash flow [14]. Group 3: Market Performance and Valuation - Year-to-date, Carvana shares have increased by over 70%, while Asbury's stock has gained 7% [16]. - Carvana's forward sales multiple is 3.67, significantly above its five-year median of 1.95, reflecting high growth expectations [18]. - Asbury's forward sales multiple stands at 0.27, indicating a more conservative valuation [18].

TOKYO, July 10, 2025 /PRNewswire/ -- Tokyo Lifestyle Co., Ltd. ("Tokyo Lifestyle" or the "Company") (Nasdaq: TKLF), a retailer and wholesaler of Japanese beauty and health products, sundry products, luxury products, electronic products, collectible cards, trendy toys as well as other products in Hong Kong, Japan, North America, Thailand and the United Kingdom, today announced its financial results for the fiscal year ended March 31, 2025 ("fiscal year 2025").Mr. Mei Kanayama, Principal Executive Officer of ...

Costco (COST 0.47%) is arguably the best retailer in the world, but that is not the only thing to consider when investing in the stock.*Stock prices used were the afternoon prices of July 1, 2025. The video was published on July 3, 2025. ...

Key Takeaways WMT kicks off its summer savings event July 8-13 with deals in school supplies and electronics among others. WMT targets early shoppers with discounts, Walmart early access and AI-powered shopping tools. WMT's value strategy and flexible delivery options aim to drive traffic amid family budget pressures.Walmart Inc. (WMT) is kicking off the back-to-school season with a bang, launching its Walmart Deals summer savings event from July 8 to 13. The six-day sale promises deep discounts across el ...

Company Overview - Walmart Inc. has transformed from a traditional brick-and-mortar retailer to an omnichannel player, adapting to the evolving retail landscape through acquisitions, partnerships, and delivery programs like Walmart+ and Express Delivery [11] - The company has invested in its online e-commerce platform, Flipkart, to compete with rivals such as Amazon and Target [11] - Walmart's extensive product offerings range from groceries to electronics, home furnishings, health and wellness products, and apparel [11] Investment Ratings - Walmart is currently rated as 3 (Hold) on the Zacks Rank, with a VGM Score of B, indicating a solid position but not a strong buy [12] - The company has a Growth Style Score of B, forecasting a year-over-year earnings growth of 3.6% for the current fiscal year [12] - Four analysts have revised their earnings estimates upwards in the last 60 days for fiscal 2026, with the Zacks Consensus Estimate increasing to $2.60 per share [12] Performance Metrics - Walmart boasts an average earnings surprise of 5.3%, indicating a history of exceeding earnings expectations [12] - With a solid Zacks Rank and strong Growth and VGM Style Scores, Walmart is positioned as a potential top pick for growth investors [13]

Core Insights - The GENIUS Act, which aims to establish a regulatory framework for stablecoins, has passed the Senate with a vote of 68-30 and is expected to move to the House for further consideration, with a high likelihood of being signed into law by President Trump if approved [1][8] - Stablecoins are designed to maintain a stable value by pegging to existing assets, contrasting with the volatility of traditional cryptocurrencies [3][5] - The legislation removes oversight of stablecoins from the SEC, categorizing them as non-securities and placing regulatory authority under the U.S. Treasury, which is expected to enhance transparency and compliance in the industry [6][9] Industry Implications - The GENIUS Act opens new opportunities for financial institutions and public companies to leverage stablecoins for faster and cheaper transactions, potentially disrupting traditional payment systems like credit cards [2][10] - The bill includes provisions for federal and state-qualified issuers, requiring full backing of stablecoins with liquid assets and adherence to KYC and AML regulations [9] Company Developments - Fiserv has announced plans to launch its own stablecoin, FIUSD, by the end of 2025, aimed at streamlining transactions for its banking and retail clients, which will enhance operational efficiency and reduce transaction costs [11][12] - PayPal has positioned itself as a first mover in the stablecoin market with the launch of PYUSD in 2023, which is backed by low-risk liquid assets and focuses on high-friction transactions like cross-border transfers [13][15] - Walmart is exploring the potential benefits of issuing a stablecoin, which could reduce transaction fees, improve liquidity, and enhance customer loyalty through new rewards programs [16][22]

Target Circle Week runs July 6-12 and includes three unique "Deal of the Day" offerings all week on top of big discounts daily across the assortmentMembers of Target's paid program, Target Circle 360, get exclusive early access to the best deals of the week starting July 5 along with free same-day deliveryTeachers and students get 50% off a Target Circle 360 one-year membership to help make prepping for the school year easy and affordableMINNEAPOLIS, June 30, 2025 /PRNewswire/ -- Target Corporation (NYSE: T ...