Consumer


Ross Stores’ Stock Is Still Cheap, and the Rally Isn’t Over Yet

The off-price retailer’s focus on value has resonated with consumers. It’s gaining on industry leader TJX Cos.

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Micron, Swarmer, Lumentum, Trade Desk, Macy’s, Williams-Sonoma, and More Stock Market Movers

Micron shares rise after the memory-chip maker tops a $500 billion market cap for the first time ahead of the release of its quarterly earnings.

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General Mills Reaffirms Continued Sales Slump After Earnings Miss. The Stock Falls.

The cereal maker says it expects adjusted operating profit and net sales to fall in fiscal 2026.

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Starbucks Stock Gets Downgraded. Why the Good Times Can’t Continue.

RBC Capital downgraded Starbucks stock, citing ongoing and future investments.

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Nvidia, Eli Lilly, Oklo, Swarmer, Delta, Semtech, Uber, and More Stock Market Movers

Nvidia stock pares back gains following a solid jump on the first day of the chip maker’s annual developer conference.

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Mastercard to Buy Stablecoin Startup BVNK for $1.8 Billion. It’s Prepping for the Crypto Era.

The $1.8 billion deal to acquire stablecoin infrastructure provider BVNK is expected to close by the end of the year.

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Disney’s Bob Iger Era Is Over. How the Stock Did in His Time as CEO—and What’s Next.

Based on how shares have traded over the past few years, Iger’s second stint as CEO was a disappointment.

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Dollar Tree’s Guidance Was Light. Why the Stock Is Rising Anyway After Earnings.

Dollar Tree provides a cautious forecast after posting quarterly earnings that topped consensus estimates.

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Circle Internet Group Is Rising. Buy the Stablecoin Stock, Analyst Says.

Clear Street upgrades Circle Internet Group stock to Buy from Hold and lifts its price target to $136 from $92.

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Gen Z Is Full of Financial Angst. Listen to Them.

Older generations should be more empathetic to younger Americans’ money problems, Daniel C. Munson writes in a guest commentary.

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Shopping Will Take a Hit From the Iran War. Retail Stocks Are Already Paying the Price.

American shoppers will still feel the pain from climbing global oil prices, beyond what they pay at the pump.

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Ulta Beauty’s Earnings Selloff Won’t Last. Our Bullish Thesis Remains Intact.

Investors are punishing the stock. This short-term reaction creates a buying opportunity.

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Adobe, Meta, Micron, Lennar, Coinbase, Ulta Beauty, CF Industries, and More Stock Market Movers

Adobe shares fell following the resignation of CEO Shantanu Narayen, who served in the role for nearly two decades.

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Carvana Announces 5-for-1 Stock Split. It’s the First Split for Used-Car Retailer.

Shareholders of the used-car retailer will vote on the stock split on May 5.

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Lennar Earnings Miss Is a Bad Sign for Home Builder Stocks—Even if They’re Rising Today

The company’s 16,863 deliveries, a measure of home closings, missed both guidance and consensus expectations, which called for 17,698.

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Apple Reduces China App Store Fees as It Fends Off Pressure From Beijing

The company will lower the cut it takes from app developers for China App Store transactions to 25% from 30%.

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Costco Sues Government, Customer Sues Costco. Tariff Refunds Are Getting Messy.

Costco Wholesale faces a potential class-action lawsuit filed by a Costco member in Illinois.

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3 Food Stocks With Big Dividend Yields That Wells Fargo Just Downgraded

Wells Fargo downgraded Conagra Brands, Campbell’s, and General Mills, warning inflation and sluggish consumption could pressure earnings even as their dividend yields top 6%.

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Foreign Stocks Are Reeling From the Iran War. It’s Time to Buy the Dip.

The energy shock has hit markets in Europe and Asia, but their growth drivers are intact. Where to find bargains.

Long Read

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Papa John’s Stock Jumps on Reported Takeover Bid

A Qatari-backed investment firm has submitted an offer valuing the company at roughly $1.5 billion.

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Fair Isaac Stock Tumbles. The Credit Bureaus Swing Big With Price Cuts.

Equifax, Experian, and TransUnion cut the price of their VantageScore 4.0 mortgage origination scores.

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Oracle, UniFirst, Fair Isaac, Nebius, AeroVironment, Campbell’s, and More Stock Market Movers

Oracle shares jump after the software company’s earnings beat expectations.

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UniFirst Stock Jumps. Cintas Is Buying Its Smaller Competitor in Deal Valued at $5.5 Billion.

Cintas agrees to acquire UniFirst for $310 a share, representing an enterprise value of $5.5 billion.

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Campbell’s Stock Falls After Earnings. Its Place in the S&P 500 Is at Stake.

The S&P 500 is designed to represent the largest and most liquid companies. Campbell’s is now among the smallest companies in the index.

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Nike Stock Gets an Upgrade. Investors Are Too Skeptical, It's Time to Buy, Analyst Says.

Barclays upgraded Nike stock, citing operational progress and disciplined management.

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