Retail


The Rental Boom Is Remaking the Furniture Market. Here Are the Winners.

For many young adults priced out of the housing market, long-term rentals have become the new starter home. That’s a challenge and an opportunity for the home-furnishings industry.

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Wall Street Scrambles to Gauge Consumer Health Without Retail Sales. Here’s What Alternative Data Say.

The September retail sales report delay leaves a hole in the market’s assessment of the economy. Bank executives paint a picture of surprising consumer resilience despite slowing spending projections.

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Papa John’s Stock Jumped on Takeover Hopes. Why Private Ownership Could Be Good for the Pizza Chain.

Apollo Global Management submits a bid to take Papa John’s private, according to reports.

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Dollar Tree Stock Rises. Why Wall Street Likes the Chain’s Long-Term Outlook.

The discount retailer projects strong earnings growth over the next three fiscal years.

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Trump, China Trade Threats Have Roiled Stocks. Markets Should Focus on This Instead.

Fed’s Powell sees its focus shift to labor market, Trump’s latest China trade war threat, ASML revenue missed, and more news to start your day.

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JPMorgan, Wells Fargo, Goldman, AMD, Walmart, J&J, Navitas, Polaris, and More Stock Market Movers

JPMorgan Chase, Wells Fargo, and Goldman Sachs post quarterly earnings that top Wall Street estimates.

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LVMH Returns to Growth, Providing Hope for Luxury Sector

All but one of LVMH’s business segments saw a growth in sales throughout the quarter.

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Walmart Now Offers ChatGPT Purchases. The Retailer Is ‘Ahead of the Curve.'

Other companies have also been moving to integrate AI with shopping.

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Albertsons Stock Rises on Earnings. What’s Driving Sharp Digital Sales Gains.

The grocery chain has continually invested in technology including its digital advertising platform.

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Domino’s Stock Rises on Earnings. America Is Ordering Plenty of Pizzas.

The pizza chain’s U.S. same-store sales growth accelerates to the highest rate since early 2024.

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AI Chatbots Could Redefine Shopping. This Retailer Is Well-Positioned to Benefit, TD Cowen Says.

The next retail revolution may not happen on a smartphone or in a store but in a chat window on your web browser.

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Retail Stocks Look Scary. What They Signal About Consumers.

The real test will come with the holiday shopping season, the most crucial time of the year for retailers, and their stocks.

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MP Materials, Nvidia, Alibaba, Venture Global, Applied Digital, Qualcomm, and More Stock Market Movers

MP Materials and USA Rare Earth jump after President Donald Trump threatens Beijing with a ‘massive increase’ of tariffs on Chinese goods. The president cited efforts by China to impose export controls related to rare-earth metals.

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Teen Spending Is Slowing Down. Young Shoppers Are Still Buying From These Brands.

New data reveals teenagers are pulling back on purchases, driven by concerns about the economy. Off-price retailers are gaining momentum as value becomes paramount.

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Levi Strauss Stock Dives After Earnings Beat. Here's Why. 

For the fiscal third quarter, ended August, Levi reported adjusted earnings per share of 34 cents on revenue of $1.54 billion, beating FactSet estimates.

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Earnings, Fed Rates Mean Stocks Can Ignore the Shutdown. This Could Change That.

Government shutdown hits day 10, U.S. begins Argentine rescue, Amazon Prime shoppers snapped up necessities, and more news to start your day.

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Delta, PepsiCo, Tesla, Ferrari, Costco, Oklo, MP Materials, and More Stock Market Movers

Delta and PepsiCo report quarterly earnings that beat analysts’ estimates.

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Amazon Prime’s Big Deal Days Were a Success. Here’s What Items People Bought.

Early data show consumers flocked to the October sale for groceries and household goods.

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Tractor Supply Stock Has Been Slumping. Buy the Dip, Citi Says.

Citi upgrades Tractor Supply to Buy from Hold, citing a potential rebound in foot traffic.

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Retail Stock Pullback May Be a Holiday Buying Opportunity

Analysts see low expectations and strong holiday sales forecasts setting a low bar for earnings and sparking a potential rebound.

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Tesla, AMD, Ford, IBM, AppLovin, Trilogy Metals, Aehr, SoFi, and More Stock Market Movers

Electric-vehicle maker Tesla says it will roll out a pair of vehicles starting below $40,000, including a new standard Model Y starting at $39,900.

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Dollar Tree Stock Is Downgraded. Why Walmart Is Part of the Problem.

Jefferies cut its call on the stock to Underperform from Hold and lowered its forecasts for earnings.

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AMD, Comerica, Palantir, Tesla, UiPath, Coinbase, Constellation Brands, and More Stock Market Movers

Palantir rose after shares lost ground Friday, Coinbase climbed as Bitcoin hit a record high over the weekend, and Quantum Computing fell after announcing a $750 private placement.

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Cracker Barrel Foot Traffic May Have Tanked After Logo Kerfuffle

Location data based on mobile device tracking shows things only got worse after the chain reversed course on a corporate image update.

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Amazon’s October Prime Days Start Tuesday. It’s an Early Test for the Holidays.

The e-commerce company, Target, and Walmart are fighting for early-season dollars with major sales.

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