Retail


S&P 500 Record Sets Up a Santa Rally. This Could Be the Stock Market’s Scrooge.

A hot economy and cooling jobs leave the Fed in a bind, Alibaba shows China may be the next frontier for Nvidia and AMD, more news to start your day.

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These Consumer Stocks Are Rejuvenated. They Have to Prove the Market Right in 2026.

Companies such as Starbucks, Chipotle, Dollar Tree, and Dollar General need to show they can generate the profit the market expects for 2026.

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Retail Stocks Could Get a Tax Refund Boost in 2026

Bank of America estimates that the One Big Beautiful Bill will result in total tax refunds rising by roughly 18%.

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Instacart Stops AI Pricing Tests. The Stock Drops.

Tests the company ran with a small number of retail partners resulted in different prices for the same item at the same store.

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Companies Are Running Out of Ways to Keep Tariffs From Raising Prices

Some executives have said they are testing consumers’ willingness to pay higher prices.

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Burlington Stores Offers More Than Coats to Keep Investors Warm This Winter

The stock has long underperformed competitors. That may be about to change.

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FedEx Earnings Were Strong. Cost Cuts and Shipment Volume Helped.

Both EPS and sales were higher than expected.

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Nike Stock Tumbles After Earnings Beat. 'Just Buy It,' Analyst Says.

Demand improvements in North America are offset by weak sales in China.

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Micron, DJT, Accenture, Tilray, Lululemon, Medline, Rivian, and More Stock Market Movers

Shares in memory-chip makers Micron and Sandisk rally after Micron tops Wall Street's earnings estimates.

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America’s 3 Most Important Companies Are About to Get New Leadership. Trust the Process.

Walmart, Berkshire Hathaway, and Apple—arguably America’s three most important companies—will soon see a change of the guard.

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CarMax Scores an Earnings Beat. The Stock Barely Moves.

The used car retailer posts better-than-expected earnings and revenue but says but it plans to reduce margins on used cars.

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Instacart Parent's Stock Drops. It Faces an FTC Investigation, Report Says.

Maplebear stock was falling following a report that the FTC has sent Instacart a civil investigative demand over its use of AI-set pricing.

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Target Stock Winning Streak Longest Since 1994. Why It’s Rising and What Comes Next.

A 10-day run suggests investors are betting on a cheap valuation and a potential Santa rally.

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Lululemon Stock Surges. Activist Elliott Takes a Stake and Pushes for Change.

The activewear company announced last week that its CEO will step down in January. Elliott has a candidate in mind—and a stake worth more than $1 billion.

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Retailers Are Pushing Store Brands. Why Wings and French Macarons Are Big Money Makers.

Walmart, Target, and Kroger are competing with national brands by promoting their own products with healthy ingredients and innovative flavors to lure customers.

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How Companies Are Using AI to Squeeze More From Your Wallet

Companies like Instacart and Delta are using AI to set prices. What you pay may hinge on how much the AI knows about you.

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October Retail Sales Fell Flat. Weak Car Sales Weighed On the Data.

Consumer spending was flat in October, but underlying trends suggest that while Americans are tightening their belts, overall demand remains resilient.

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Alibaba, Baidu and JD.com Stocks Fall. This Just Spooked Chinese Markets.

Soft data has often helped the stocks recently, taken as a sign of increased government stimulus measures. But the mood was very different this time.

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Trump Will Pounce on Jobs Data. Why It’s a Crunch Moment for the Fed.

Delayed jobs and inflation data come out this week, Supreme Court tariffs decision looms, SpaceX could serve up a feast in 2026, and more news to start your day.

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Lululemon Stock Surges on CEO Shift. Why Investors Are Cheering the Change.

Some analysts think Calvin McDonald’s departure paves the way for a pivot for the beleaguered activewear company, and its stock.

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Broadcom, Oracle, Fermi, Tilray, Lululemon, Costco, Netskope, and More Stock Market Movers

Broadcom falls sharply after reporting earnings, Oracle extends losses, and Lululemon beats analysts’ estimates for third-quarter earnings and revenue.

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At Costco, Lots of Pie but No Special Dividend. Why the Street Didn’t Like the Earnings.

Strong earnings and market share gains are failing to lift the shares.

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Costco Earnings Reveal 4.5 Million Pies Ahead of Thanksgiving. The Stock Ticks Lower.

The retailer beat Wall Street’s profit and revenue forecasts for its fiscal first quarter

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Lululemon Stock Pops on Earnings Beat and CEO Change

The company said CEO Calvin McDonald would be stepping down in January.

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Oracle, Nvidia, Broadcom, Planet Labs, Visa, Ciena, Gemini Space Station, and More Stock Market Movers

Oracle falls sharply after the cloud-computing company’s guidance comes in short of estimates and it raises its spending forecast.

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