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Stocks

Altria and Kraft Heinz Offer Yields Above 30-Year Treasuries

Two consumer staples companies currently trade at dividend yields exceeding the U.S. 30-year Treasury benchmark, offering a premium to government debt backed by specific operational shifts and structural cost savings rather than mere market sentiment.
Illustration: Tradingbird

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Stocks

Jersey Mike's Q2: Traffic Accelerates, EBITDA Rises

Jersey Mike's reported 10% revenue growth and 7% adjusted EBITDA increase in its first post-IPO quarter, driven by digital adoption and store expansion.

2026-09-11Illustration: Tradingbird
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Stocks

Mining Stocks Drag ASX Lower Amid Oil Price Surge

Australian equities lost $90 billion in value this week as rising bond yields and hawkish central bank signals outweighed gains in the energy sector.

2026-09-11Illustration: Tradingbird
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Stocks

Systematix cuts ITC outlook on demand weakness

Systematix lowers ITC share recommendation due to falling cigarette volumes, favoring Marico, Bikaji, and Dodla Dairy instead.

2026-09-11Illustration: Tradingbird
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Stocks

Chewy Q2 Sales Beat Driven By Customer Growth

Chewy reported Q2 adjusted EPS of 36 cents, matching expectations. Net sales rose 7.3% to $3.33 billion, aided by a 208,000 net customer increase.

2026-09-11Illustration: Tradingbird
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Stocks

UBS Lowers Casey's General Stores Price Target Amid Mixed Analyst Views

UBS Group cut its target price for Casey's General Stores to $720, reflecting a more cautious outlook despite the company's recent earnings beat and revenue growth.

2026-09-11Illustration: Tradingbird
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Stocks

Nike Exited S&P 100 Amid Structural Revenue Decline

Nike loses S&P 100 status as underlying earnings fall below consensus and key markets contract sharply.

2026-09-11Illustration: Tradingbird
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Stocks

21 S&P 500 Stocks Hit 52-Week Lows Amid Sector Weakness

McDonald’s and Lowe’s lead a group of 21 major US firms reaching yearly price lows, with consumer discretionary names dominating the list despite steady revenue growth.

2026-09-11Illustration: Tradingbird
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Stocks

Chewy Stock Drops Despite Raised Annual Targets

Chewy shares declined 11% after Q2 results showed core growth slowing to 5.7%, even as the company raised full-year revenue and EBITDA guidance.

2026-09-11Illustration: Tradingbird
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Stocks

Lovesac Q2 Profit Driven by Tariff Refunds Amidst Flat Sales

Lovesac reported higher profits in Q2 primarily due to $21 million in tariff refunds, masking underlying margin pressure and flat sales growth.

2026-09-11Illustration: Tradingbird
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Stocks

Lovesac Q2 Sales Grow Marginally as Tariff Refunds Boost Profit

Lovesac reports second-quarter fiscal 2027 net sales of $161.2 million, marking its strongest non-peak quarter ever, while a $21 million tariff refund drives a significant improvement in reported profitability.

2026-09-11Illustration: Tradingbird
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Stocks

Chewy Balances Margin Gains Against Slowing Consumer Demand

Chewy reported improved operating efficiency and cost discipline in its latest quarter, yet market reaction remains cautious as investors question the sustainability of margin expansion amid uneven consumer spending.

2026-09-11Illustration: Tradingbird
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Stocks

Bloomingdale’s posts record sales volume on competitor distress

Macy’s Inc. reports double-digit comp growth for Bloomingdale’s as Saks Global struggles, with ownership of luxury brands driving volume records.

2026-09-11Illustration: Tradingbird

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  • A pair of athletic sneakers on a wooden floor
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    Zumiez Q2 Sales Slip As Footwear Weakness Widens Loss

    Zumiez's U.S. footwear softness drove a wider Q2 net loss despite international growth, prompting a cautious third-quarter outlook and store closures.

    2026-09-11
  • A stack of vinyl records and a physical movie case on a wooden shelf
    Illustration: Tradingbird

    Alliance Entertainment Reports Q4 Revenue Growth Amid Margin Pressures

    Alliance Entertainment Holding Corp posted 8% revenue growth in fiscal 2026, driven by strong demand for physical media, though operating cash flow turned negative due to rising working capital needs.

    2026-09-11
  • A neatly folded stack of colorful lingerie fabric on a wooden table
    Illustration: Tradingbird

    Victoria's Secret Quarterly Results Improve But Shares Pullback

    Victoria's Secret raised its full-year outlook after a strong quarter, yet the stock has declined, creating a divergence between operational performance and market valuation.

    2026-09-11
  • A wooden crate filled with fresh agricultural produce and glass jars of preserved goods
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    Universal, Hamilton Beach, Sanfilippo Post Mixed Q2 Results

    Three consumer staples firms report divergent outcomes as Universal Corp maintains its dividend streak, Hamilton Beach benefits from tariff refunds, and Sanfilippo launches major capex.

    2026-09-11
  • A minimalist clothing rack with neutral-toned garments in a bright, modern retail space
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    Reformation posts 24% revenue growth in first public quarter

    Reformation reports $155.2 million in Q2 net revenue, driven by a 23% surge in active customers and a direct-to-consumer model that prioritizes speed over inventory volume.

    2026-09-11
  • A modern retail store interior with neatly arranged clothing racks and soft lighting
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    Burlington Raises Guidance Despite Stock Decline

    Burlington Stores reported improved Q2 earnings and increased its 2026 sales outlook, yet its shares have fallen significantly over the past month.

    2026-09-11
  • A modern retail store interior with clean lines and warm lighting
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    Consumer Sector Mixed as Starbucks and Ford Announce Capital Investments

    Consumer stocks showed mixed performance late Thursday, with staples slightly up and discretionary names down. Corporate moves included Starbucks' store renovation push and Ford's Kentucky plant investment.

    2026-09-11
  • A pair of stylish sandals on a wooden floor
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    Designer Brands Lifts Guidance on Brand Growth

    Designer Brands raised full-year earnings targets as its portfolio segment outpaced retail weakness, despite weather impacts on seasonal sales.

    2026-09-11
  • A retail store aisle with shelves stocked with mixed merchandise boxes
    Illustration: Tradingbird

    Ollie's Q2 Profit Driven By Tariff Refunds Amid Sales Decline

    Ollie's Bargain Outlet Holdings reported a 43.4% jump in adjusted EPS to $1.42, driven largely by one-time tariff refunds that masked a 1.8% drop in comparable store sales.

    2026-09-11
  • A large cruise ship sailing on calm blue ocean waters
    Illustration: Tradingbird

    Royal Caribbean Shares Drop 11% Over 11-Day Streak

    Royal Caribbean's market value fell by $8.9 billion during an eleven-day losing streak, a move that diverged from its strong operating margins and revenue growth relative to the S&P 500.

    2026-09-11
  • A plush teddy bear sitting on a wooden shelf in a retail store
    Illustration: Tradingbird

    Build-A-Bear Q2 revenue falls 7.2% despite tariff refund

    Build-A-Bear Workshop reported a 7.2% revenue drop to $115.3 million in Q2, as weak retail and e-commerce demand offset a $10.4 million tariff refund benefit.

    2026-09-11
  • A single pair of high-heeled shoes on a minimalist display stand
    Illustration: Tradingbird

    Revolve Shares Rise on Strong Fundamentals Despite Insider Selling

    Revolve Group shares climbed 5.1% to $20.48, trading at a discount to historical valuations despite significant insider divestitures.

    2026-09-11
  • A minimalist clothing rack with neutral-toned garments in a bright, modern retail space
    Illustration: Tradingbird

    Reformation Q2 Revenue Beats IPO Estimates

    Reformation Inc. posted 24.1% revenue growth and expanded adjusted EBITDA margins in its first public quarter, maintaining full-year targets.

    2026-09-11
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    S&P 500 Low-Pay Firms Show Extreme CEO Wage Gap

    CEOs at the 100 lowest-paying S&P 500 companies earned 614 times the median worker pay in 2025, according to a new report.

    2026-09-11
  • A modern grocery store aisle with shelves of packaged goods
    Illustration: Tradingbird

    Loblaw Leverages Integrated Retail Model for Stability

    Loblaw Companies relies on its combined grocery and pharmacy network to maintain revenue stability amidst shifting consumer spending patterns.

    2026-09-11
  • A silhouette of a city skyline against a sunset sky
    Illustration: Tradingbird

    S&P 500 Slides as Oil Surge and Yield Climbs Drive Rate Hike Fears

    US equities closed lower for a fourth consecutive day as oil prices surged past $105 and rising Treasury yields fueled fears of a September rate hike. While the broader market sold off, Apple and Alphabet stood out as rare gainers among major tech stocks.

    2026-09-11
  • A neatly folded stack of colorful fabric garments on a wooden shelf
    Illustration: Tradingbird

    Walmart Launches Scenario Brand With 280 Fashion SKUs

    Walmart has introduced Scenario, a new women's fashion private label, to deepen its control over apparel economics and margin structure.

    2026-09-10
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    Tesco Shares Lag Index As BNP Paribas Lifts Target

    Tesco PLC shares slipped slightly on the London Stock Exchange despite a raised valuation from BNP Paribas, amid broader market pressure from renewed inflation concerns.

    2026-09-10
  • A pair of premium athletic leggings hanging on a minimalist clothing rack in a bright, modern retail store.
    Illustration: Tradingbird

    Lululemon Misses Estimates and Cuts Guidance Amid Demand Slowdown

    Lululemon shares fell to multi-year lows after the company reported a sharp decline in revenue and comparable sales, accompanied by a reduction in its current-quarter guidance.

    2026-09-10
  • A row of stainless steel food service counters and condiment dispensers in a clean, modern restaurant kitchen.
    Illustration: Tradingbird

    Portillo's Q2 Revenue Beats Estimates But Stock Slides

    Portillo's posted a 5.6% revenue increase and beat profit expectations in its second quarter, yet shares fell significantly as investor sentiment lagged behind the fundamental performance. This contrasts with peers like CAVA and Shake Shack, which delivered stronger top-line growth.

    2026-09-10
  • A wooden ladder leaning against a brick wall in a hardware store aisle
    Illustration: Tradingbird

    Home Depot Relies on Bigger Baskets as Traffic Slips

    Home Depot's fiscal Q2 revenue grew 5.7%, but the increase was driven by higher average ticket sizes rather than customer volume, a trend that masks underlying softness in discretionary home improvement projects.

    2026-09-10
  • A wooden storefront facade with a glass window displaying shelves of general merchandise
    Illustration: Tradingbird

    North West Company Faces Scrutiny Amidst TSX Sector Review

    North West Company (TSX:NWC) sees renewed market focus as its performance is weighed against broader consumer defensive trends on the Toronto Stock Exchange.

    2026-09-10
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    Illustration: Tradingbird

    Domino's Sets October 13 Date for Q3 2026 Earnings Call

    Domino's Pizza has confirmed its Q3 2026 earnings call for October 13, with financial data dropping at 6:05 a.m. ET and the live webcast following at 8:30 a.m. ET; the company highlighted trailing four-quarter global retail sales of over $20.6 billion.

    2026-09-10
  • A pair of skate shoes and a stack of folded streetwear t-shirts on a wooden shelf
    Illustration: Tradingbird

    Zumiez Q2 Revenue Misses Targets Amid U.S. Footwear Softness

    Zumiez shares have dropped 14.1% after the company missed Q2 revenue targets and issued Q3 guidance that fell well short of analyst forecasts, highlighting persistent struggles in the U.S. footwear sector despite stable international performance.

    2026-09-10
  • A row of damaged vehicles in an outdoor salvage yard
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    Copart Q2 Revenue Beats Estimates, Profit Misses

    Copart beat Q2 revenue estimates with sales of $1.15 billion, but GAAP EPS missed consensus due to a sharp decline in operating and free cash flow margins. While the stock rallied on the top-line beat, GN stocks/nasdaq points to slowing long-term revenue growth trends and significant margin compression compared to historical averages.

    2026-09-10
  • A modern minimalist living room interior featuring high-end furniture and neutral tones
    Illustration: Tradingbird

    RH Q2 Earnings Beat Driven by One-Time Tariff Refund

    RH delivered a strong Q2 earnings beat fueled by a one-time tariff refund, prompting management to raise its full-year fiscal 2026 outlook and emphasize the potential of its new RH Estates collection to significantly expand its customer base.

    2026-09-10
  • A sleek glass display case containing sparkling diamond rings and necklaces
    Illustration: Tradingbird

    Signet Q2 Earnings Beat Estimates as Tariff Refunds Boost Margins

    Signet Jewelers shares surged 24% after the company beat Q2 fiscal 2027 EPS estimates and raised its full-year outlook, aided by significant tariff refunds that boosted gross margins to 39.4%. Despite a slight top-line miss due to digital brand transitions, the retailer reported positive same-store sales growth and strong demand in the luxury price tier.

    2026-09-10
  • A modern retail store entrance with glass doors and a shopping cart
    Illustration: Tradingbird

    Target's Share Price Recovery Contrasts With Restrained Valuation

    Target Corporation's recent stock rally has not closed the gap between its market price and estimated intrinsic value, leaving investors to weigh operational stability against lingering leadership concerns.

    2026-09-10
  • A silhouette of an oil derrick against a sunset sky
    Illustration: Tradingbird

    Oil Surge and ECB Hike Pressure London Markets

    London equities closed lower as Brent oil topped $105 and the ECB hiked rates, driven by geopolitical tensions and sticky inflation data.

    2026-09-10
  • A flat vector illustration of a department store interior featuring clothing racks and mannequins.
    Illustration: Tradingbird

    Macy's Shares Drop on Weak Q3 Outlook Despite Earnings Beat

    Macy's shares declined 4% after the retailer issued a cautious third-quarter forecast, overshadowing a beat on quarterly earnings and sales figures.

    2026-09-10
  • A stack of financial charts and a magnifying glass on a desk
    Illustration: Tradingbird

    S&P 500 Analysis: Generac Lags, Reddit and Cencora Show Strength

    A review of three S&P 500 constituents reveals diverging financial trajectories, with Generac struggling with margin compression while Reddit and Cencora demonstrate robust growth metrics.

    2026-09-10
  • A single red rose in a clear glass vase on a wooden table
    Illustration: Tradingbird

    1-800-FLOWERS shares drop 13% on expanded losses and weak outlook

    1-800-FLOWERS shares have slumped as the retailer posted widening losses and a weak outlook, prompting a search for financial flexibility through potential asset sales and new financing. The company is now exploring capital-structure changes with the help of Guggenheim Securities while aiming to reinvest in customer acquisition and technology.

    2026-09-10
  • A modern modular sofa in a bright, minimalist living room
    Illustration: Tradingbird

    Lovesac cuts 2026 revenue outlook on soft demand

    Lovesac shares dropped 11.2% after the furniture maker lowered its full-year revenue guidance to $700 million, a move that overshadowed a second-quarter earnings beat.

    2026-09-10
  • A row of empty shopping carts in a parking lot
    Illustration: Tradingbird

    PPI Spike and Oil Costs Hit US Retail Stocks

    August PPI data and Brent crude above $100 triggered a broad sell-off in retail equities, as rising input costs and inflation fears pressured margins and consumer spending.

    2026-09-10
  • A silhouette of a crude oil derrick against a sunset sky
    Illustration: Tradingbird

    Oil Spike and ECB Hike Drive Equity Losses

    London equities closed lower as Brent crude breached 105 dollars and the ECB hiked rates, with inflation data intensifying market caution.

    2026-09-10
  • A stack of gold coins and a magnifying glass on a wooden desk
    Illustration: Tradingbird

    Whale Activity Hits Consumer Discretionary Options

    Large block trades in Lowe's, Amazon, and McDonald's options signal divergent market sentiment among institutional investors.

    2026-09-10
  • A modern grocery store aisle with neatly stacked shelves of packaged goods
    Illustration: Tradingbird

    Kroger Q2 Earnings Preview: Value Push Meets Margin Pressure

    Kroger Co. prepares to release fiscal Q2 2026 results, balancing steady grocery traffic against rising costs and pharmacy headwinds.

    2026-09-10
  • A modern retail store facade with glass windows and a sidewalk
    Illustration: Tradingbird

    Consumer Discretionary Stocks Swing On Mixed Earnings

    Consumer discretionary stocks experienced significant price fluctuations on Thursday, with movements attributed to the release of second-quarter financial results and revised outlooks from key retailers and tech-adjacent companies.

    2026-09-10
  • A silhouette of a crude oil derrick against a sunset sky
    Illustration: Tradingbird

    Oil Spike and ECB Hike Drive Global Market Sell-Off

    London equities closed lower as Brent crude surpassed $105, triggering inflation fears that overshadowed the European Central Bank's expected rate increase.

    2026-09-10
  • A modern department store facade with large glass windows and mannequins
    Illustration: Tradingbird

    Macy’s Q2 Sales Beat Estimates, Q3 Guidance Lags

    Macy’s delivered stronger-than-expected Q2 results with double-digit luxury growth, though Q3 guidance and weak competitive positioning cap near-term margin expansion.

    2026-09-10
  • A sleek glass display case showcasing sparkling diamond rings and necklaces.
    Illustration: Tradingbird

    Signet Jewelers boosts FY27 outlook on Q2 profit beat

    Signet Jewelers reported a 36% jump in adjusted earnings for the second quarter of fiscal 2027, driving a 24% stock gain as the company raised its annual profit targets.

    2026-09-10
  • A modern restaurant interior featuring wooden tables and fresh salad bowls
    Illustration: Tradingbird

    Cava Group Q2 Growth Outpaced by Rising Costs

    Cava Group posted strong top-line growth in fiscal Q2, yet margin compression and post-earnings share weakness signal persistent operational headwinds.

    2026-09-10
  • A pair of modern athletic sneakers on a clean white background
    Illustration: Tradingbird

    On Holding Q2 Sales Miss Estimates Despite Margin Gains

    On Holding shares fell 13.5% after Q2 results, as revenue missed consensus estimates even though gross margins expanded significantly.

    2026-09-10
  • A generic loaf of bread and a jar of jam on a wooden table
    Illustration: Tradingbird

    SJM Faces Volume Declines and Weak Returns on Capital

    J. M. Smucker shares have tracked the S&P 500 closely, yet underlying metrics suggest a slowdown in consumer demand and capital efficiency.

    2026-09-10
  • A modern supermarket aisle with shelves stocked with generic brand products
    Illustration: Tradingbird

    Puuilo PLC Q2 Sales Rise 13% as Private Label Drives Margin Growth

    Puuilo PLC delivered robust second-quarter results with record customer traffic and a significant shift toward private label products, leading the retailer to raise its full-year financial guidance.

    2026-09-10
  • A flat vector illustration of a single athletic sneaker resting on a simple retail shelf.
    Illustration: Tradingbird

    Shoe Station Q2 Miss Drives Guidance Cut

    Shoe Station Group lowered its fiscal 2026 outlook after Q2 sales and earnings missed expectations due to heavy promotional activity. New details from the earnings call highlight a debt-free balance sheet, improved late-quarter sales trends, and a strategic focus on inventory reduction despite ongoing margin pressure.

    2026-09-10
  • A modern pharmacy interior featuring organized shelves of health products and a digital tablet resting on the counter.
    Illustration: Tradingbird

    CVS Health Lifts 2026 Outlook on Pharmacy Volume Gains

    CVS Health raises its full-year adjusted operating income target for the Pharmacy segment by $220 million, citing a 7% rise in same-store prescription volumes and improved gross margins.

    2026-09-10
  • A pair of leather boots on a wooden floor
    Illustration: Tradingbird

    Shoe Carnival Q2 Sales Drop 7.2% Amid Inventory Clearances

    Shoe Carnival reports a 7.2% decline in Q2 net sales to $284.3 million as aggressive inventory liquidation and weak traffic compress margins and lower fiscal outlooks.

    2026-09-10
  • A neatly stacked pile of colorful pet food bags and a ceramic water bowl on a wooden table
    Illustration: Tradingbird

    Chewy revenue misses expectations despite raised guidance

    Chewy stock dropped 11% after Q2 revenue fell short of analyst consensus, with management citing soft consumer demand for premium items despite raising full-year outlooks.

    2026-09-10
  • A minimalist arrangement of generic white toothpaste tubes and soap bars on a clean surface
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    Colgate-Palmolive Valuation Gap Amid Steady Cash Flows

    Colgate-Palmolive presents a valuation paradox where defensive demand supports cash generation, yet market multiples remain cautious compared to intrinsic value estimates.

    2026-09-10
  • A modern grocery store entrance with shopping carts lined up outside
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    Empire Co Q1 Net Earnings Rise 9.9% on Fuel Surge

    Empire Co. delivered record Q1 results with EPS up 14.3% to C$1.04, driven by an 18.4% surge in fuel sales and strong e-commerce growth. Management has raised its 2027 store opening target to over 25 locations while leveraging its Canadian supplier relationships to capitalize on trade-war-driven consumer sentiment.

    2026-09-10
  • A cluster of colorful organic energy drink cans arranged on a wooden surface
    Illustration: Tradingbird

    GURU Organic Energy Reports Record Q3 Revenue Amid Leadership Shift

    GURU Organic Energy posted record Q3 revenue of $11.5M and positive adjusted EBITDA, driven by a 59.8% jump in US sales via Sprouts expansion, despite a gross margin compression to 61.9%. The company maintains a debt-free balance sheet with $35.6M in total liquidity while preparing for a leadership transition.

    2026-09-10
  • A neat stack of folded denim jeans next to a wooden coat hanger in a retail setting.
    Illustration: Tradingbird

    American Eagle Reports Q2 Profit Surge Despite Downgrade

    American Eagle Outfitters posted a significant earnings beat and revenue growth in Q2, yet shares gapped down following a UBS price target cut and mixed analyst sentiment.

    2026-09-10
  • A modern modular sofa in a bright, minimalist living room
    Illustration: Tradingbird

    Lovesac Q2 Revenue Misses Estimates Despite Showroom Gains

    Lovesac reported second-quarter revenue of $161.25 million, missing consensus expectations by 1.31% while improving its loss per share from $0.45 to $0.35.

    2026-09-10
  • A pair of leather boots on a wooden floor
    Illustration: Tradingbird

    Designer Brands lifts 2026 EPS outlook on brand growth

    Designer Brands raised its 2026 EPS outlook to $0.47–$0.52 following an 18% surge in its brand portfolio, led by strong performance from Topo and Jessica Simpson. The company also reported a $93 million reduction in total debt and doubled year-to-date adjusted operating income, offsetting a slight dip in overall sales.

    2026-09-10
  • A sleek recreational boat floating on calm blue water
    Illustration: Tradingbird

    MasterCraft Boat Holdings Exceeds Q4 Revenue and Earnings Forecasts

    MasterCraft Boat Holdings beat Q4 estimates with $129.94 million in revenue, bolstered by the recent Chaparral and Robalo acquisitions, though a $10.1 million impairment charge resulted in a GAAP loss. Management now guides for a cautious near-term demand environment while targeting significant EBITDA growth during the shift to a December fiscal year-end.

    2026-09-10
  • A pair of athletic sneakers resting on a concrete surface
    Illustration: Tradingbird

    Nike Exited From S&P 100 After 18-Year Streak

    S&P Dow Jones Indices removes the sportswear maker from its top 100 roster effective September 21, replacing it with AI-linked firms as shares sit near 52-week lows.

    2026-09-10
  • A neatly folded stack of high-quality cotton t-shirts on a wooden table
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    Vince Holding Beats Q2 EPS by 278% as Revenue Tops Estimates

    Vince Holding Corp. crushed Q2 expectations with a 278% EPS beat and raised its full-year outlook, driven by tariff refunds and strong DTC sales. Management has since outlined a strategic roadmap using the OVO acquisition as a template for multi-brand expansion, aiming to grow OVO to $100 million in revenue by 2030 through store increases and wholesale partnerships, despite ongoing margin pressures from freight and product costs.

    2026-09-10
  • A modern modular sofa in a minimalist living room setting
    Illustration: Tradingbird

    Lovesac Q2 Sales Flat, Guidance Cut Amid Stock Decline

    Lovesac shares dropped 12.7% after the company lowered its full-year revenue outlook to $700 million, a move that overshadowed a strong EPS beat and improved operating margins. New details from GN stocks/nasdaq reveal that EBITDA guidance also came in below expectations, despite a significant year-over-year improvement in free cash flow.

    2026-09-10
  • A modern department store interior with neatly arranged clothing racks and soft lighting
    Illustration: Tradingbird

    Macy's Beats Q2 Estimates, Raises Guidance on Store Turnaround

    Macy's exceeded second-quarter expectations and lifted its annual outlook, citing robust growth at Bloomingdale's and the successful conclusion of its store-closure initiative.

    2026-09-10
  • A flat vector illustration of a large warehouse retail interior with high ceilings and industrial shelving units, depicted in minimalist geometric shapes and neutral tones.
    Illustration: Tradingbird

    Costco Valuation Premiums Outpace Cash Flow Growth

    Costco’s five-year 107% gain has pushed valuations to levels where current pricing exceeds intrinsic value estimates, raising questions about future margin sustainability amidst regulatory scrutiny.

    2026-09-10
  • A minimalist vector illustration of a retail store entrance with glass doors and a sidewalk.
    Illustration: Tradingbird

    Consumer Discretionary Stocks Split on Earnings Data

    Pre-market trading shows a sharp divergence in consumer discretionary names, with earnings results driving significant gains and losses across the sector.

    2026-09-10
  • A pair of stylish high-heeled shoes on a minimalist display stand
    Illustration: Tradingbird

    Designer Brands Q2 Sales Miss Estimates Despite Margin Gains

    Designer Brands beat EPS expectations and lifted full-year guidance despite a 1% sales miss, driven by strong growth in its brand portfolio and margin expansion. New earnings call details reveal that Topo is on track for over $100 million in 2027 revenue, though weather-related weakness in sandals and a higher assumed tax rate continue to weigh on the bottom line.

    2026-09-10
  • A large department store facade with glass windows and a sidewalk
    Illustration: Tradingbird

    Macy's Q2 Earnings Beat, Yet Valuation Remains Elevated

    Macy's fourth consecutive quarterly beat was bolstered by significant growth at its premium nameplates, prompting the retailer to lift its full-year earnings outlook despite a $0.23 tariff refund benefit included in the current quarter's results.

    2026-09-10
  • A flat-vector illustration of a department store interior featuring clothing racks and mannequins in a minimalist style.
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    Macy’s Q2 Earnings Surge 71% Above Estimates

    Macy’s delivered a significant profit surprise in its second quarter, with adjusted earnings per share jumping 71.2% higher than analyst expectations, even as revenue growth remained modest.

    2026-09-10
  • A bouquet of fresh flowers wrapped in paper
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    1-800-Flowers Q2 Loss Widens as Revenue Drops 12.9%

    1-800-Flowers reported a $0.80 non-GAAP loss per share in Q2 CY2026, missing analyst expectations. Revenue fell 12.9% year-on-year to $293.1 million, and the company issued FY2027 EBITDA guidance below consensus. The stock dropped 15.5% following the release.

    2026-09-10
  • A bouquet of fresh flowers wrapped in plain paper
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    1-800-Flowers Q4 Revenue Misses Estimates Amid Insider Sales

    The floral retailer reported a $0.80 loss per share and revenue of $293.1 million, falling short of market expectations.

    2026-09-10
  • A modern department store interior with neatly arranged clothing racks and soft lighting.
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    Macy’s lifts 2026 outlook as Bloomingdale’s posts record second quarter

    Macy’s, Inc. reported second-quarter net sales of $4.9 billion, a 1.1% year-over-year increase. The company raised its full-year 2026 financial guidance, driven by strong performance across its retail portfolio.

    2026-09-10
  • A pair of polished leather sneakers resting on a wooden shelf
    Illustration: Tradingbird

    Shoe Station Group Q2 2027 Earnings Miss Estimates

    Shoe Station Group reported Q2 2027 results that missed analyst expectations for both earnings and revenue, resulting in a 28% negative surprise. The stock now faces a 'Hold' rating from Zacks as investors await further clarity on future performance amid year-to-date underperformance relative to the broader market.

    2026-09-10
  • A modern department store interior with neatly arranged clothing racks and soft ambient lighting.
    Illustration: Tradingbird

    Macy's Raises Full-Year Guidance Amid Sustained Sales Growth

    Macy's raised its full-year EPS outlook to $2.15-$2.35 after posting Q2 revenue of $4.87 billion, driven by record double-digit growth at Bloomingdale's and positive comps at the main banner. The company noted that $98 million in tariff refunds boosted earnings, with management stating they are reinvesting the majority of the windfall into long-term brand initiatives and store renovations.

    2026-09-10
  • A modern retail store interior with minimalist clothing racks and warm ambient lighting
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    Groupe Dynamite Lifts FY26 Outlook on Q2 Margin Expansion

    Groupe Dynamite reported Q2 FY26 revenue growth of 29.8% and raised its full-year guidance, citing improved unit economics and the lapping of prior-year tariff costs.

    2026-09-10
  • A modern electric scooter parked on a city street
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    Ola Electric shares jump 9% on volume surge and Q1 loss narrowing

    Ola Electric Mobility shares climbed 9% on Thursday, reversing a three-day decline as trading volumes spiked to third place on the NSE. The move followed the announcement of a narrower quarterly loss and the launch of a new dealer-led retail network in key Indian states.

    2026-09-10
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    Illustration: Tradingbird

    72 Large-Cap Stocks Hit 52-Week Lows Amid Sector Weakness

    Seventy-two US and Canadian firms with market caps over $500 million trade at annual lows, led by consumer discretionary names like McDonald's and Nike.

    2026-09-10
  • A neatly folded stack of colorful clothing on a wooden hanger
    Illustration: Tradingbird

    AEO Q2 Profit Jumps on Tariff Refunds and Aerie Growth

    American Eagle Outfitters posted a significant Q2 profit surge driven by Aerie’s 25% revenue jump and substantial tariff refunds, despite flat performance in its core brand. Management now forecasts continued strong growth for Aerie in the coming quarter, while inventory builds and margin boosts from refunds shape the fiscal 2026 outlook.

    2026-09-10
  • A modern retail store interior with shelves of home goods and apparel
    Illustration: Tradingbird

    US Consumer Discretionary Stocks Positioned for Fiscal Stimulus

    Neighborhood Intelligence, Citi Trends, and Carvana are positioned as key beneficiaries of proposed US cash transfers, with analysts noting a direct correlation between increased household liquidity and surges in retail and auto sales.

    2026-09-10
  • A stack of colorful trading cards and collectible figures on a wooden table
    Illustration: Tradingbird

    GameStop Q2 margins jump as collectibles drive revenue growth

    GameStop reported a significant margin expansion in Q2 FY2027, driven by a 57% surge in collectibles sales that pushed gross margins to 43.7%.

    2026-09-10
  • A stack of empty shopping carts in a dimly lit parking lot
    Illustration: Tradingbird

    22 S&P 500 Stocks Hit 52-Week Lows

    Consumer discretionary giants like McDonald’s and TJX lead a wave of 52-week lows, marking a sharp divergence between stock prices and recent revenue growth.

    2026-09-10
  • A wooden crate filled with generic packaged food items like biscuits and oil bottles
    Illustration: Tradingbird

    Indian Consumer Staples Navigate Persistent Food Inflation

    As India’s food inflation approaches a 20-month high, three major listed companies leverage brand strength and distribution networks to maintain pricing power and margin stability.

    2026-09-10
  • A minimalist shelf displaying a stack of plain protein powder tubs and various skincare bottles.
    Illustration: Tradingbird

    THG posts profit surge but shares fall on Q3 slowdown outlook

    THG reported a 78% jump in adjusted EBITDA driven by Myprotein, yet investors reacted negatively to a forecast of slowing growth in the third quarter.

    2026-09-10
  • A luxury handbag resting on a marble surface
    Illustration: Tradingbird

    LuxExperience ADR Set for Q2 Loss Narrowing Amid Revenue Growth

    LuxExperience B.V. prepares for its June 2026 quarter report, projecting a narrower loss per share and double-digit revenue expansion against prior year figures.

    2026-09-10
  • A wooden dining table set with plates and cutlery in a warm, rustic interior
    Illustration: Tradingbird

    Cracker Barrel Faces 73% EPS Drop in Q4

    Cracker Barrel Old Country Store prepares to report Q4 results with a projected 73% decline in earnings per share and a 4.3% revenue drop, despite recent upward estimate revisions.

    2026-09-10
  • A silhouette of an oil tanker ship on a calm sea horizon
    Illustration: Tradingbird

    Oil hits $100 as US-Iran conflict weighs on NY stocks

    Escalating US-Iran tensions pushed Brent crude above $100, triggering a broad sell-off in New York. The Dow fell 0.68% while energy and tech outperformed consumer and financial sectors.

    2026-09-10
  • A modern retail clothing store interior with racks of garments and a delivery van parked outside
    Illustration: Tradingbird

    ABF raises 2026 profit outlook as Primark launches UK home delivery

    Associated British Foods upgraded its 2026 earnings forecast, driven by Primark's new home delivery service and strong US performance, despite ongoing losses in its sugar division.

    2026-09-10
  • A modern supermarket aisle with shelves stocked with colorful cereal boxes and canned goods
    Illustration: Tradingbird

    General Mills Reaffirms Guidance Amid New Product Launches

    General Mills holds steady on fiscal targets while deploying new SKUs across Progresso, Annie's, Cinnamon Toast Crunch, and Blue Buffalo to counter price-sensitive consumer trends.

    2026-09-10
  • A pet food bag and a leash resting on a wooden floor
    Illustration: Tradingbird

    Chewy shares fall as free cash flow misses estimates

    Chewy Inc. posted a second-quarter earnings beat, but the stock declined sharply after free cash flow fell significantly short of analyst expectations, highlighting a disconnect between top-line growth and cash generation.

    2026-09-10
  • A polished gold ring resting on a dark velvet surface
    Illustration: Tradingbird

    Signet Jewelers lifts fiscal 2027 outlook after strong Q2

    Signet Jewelers raised its full-year profit forecast following a second-quarter earnings beat, driving a 20% share price increase.

    2026-09-10
  • A neat stack of colorful gift boxes tied with ribbons
    Illustration: Tradingbird

    Deloitte projects 4.8% US holiday retail sales growth

    Deloitte forecasts US holiday retail sales to reach $1.71 trillion, driven by rising disposable income and robust e-commerce expansion despite value-focused consumer behavior.

    2026-09-10
  • A pair of athletic sneakers and a pair of fashion sandals displayed on a retail store shelf
    Illustration: Tradingbird

    Famous Footwear Q2 Sales Drop on Weak Athletic Demand

    Caleres reported a 6.3 percent decline in net sales for the second quarter of 2026, driven by soft demand for lifestyle athletic shoes. The company is pivoting toward fashion brands like Birkenstock and Jordan to stabilize performance.

    2026-09-10
  • A wooden shopping cart filled with fresh produce and packaged goods in a grocery store aisle
    Illustration: Tradingbird

    Kroger Q2 Revenue Expected to Grow Amid Sector Softness

    Kroger is poised to report second-quarter results with consensus projecting a 2% year-over-year revenue increase, following a prior period where the company exceeded sales targets but fell short of margin expectations.

    2026-09-10
  • A wooden shopping cart filled with fresh produce and packaged goods in a grocery store aisle
    Illustration: Tradingbird

    Kroger Faces Q2 Earnings Test Amid Peer Gains

    Kroger enters its second-quarter reporting with modest revenue expectations and a backdrop of mixed peer performance in the grocery sector.

    2026-09-10
  • A modern department store facade with large glass windows and mannequins visible inside.
    Illustration: Tradingbird

    Macy's Earnings: Flat Revenue Expected Amid Peer Slump

    Macy's prepares for a flat revenue quarter as general merchandise peers show mixed results and sector sentiment remains soft.

    2026-09-10
  • A flat vector illustration of a supermarket aisle with stocked shelves.
    Illustration: Tradingbird

    Three Australian staples firms target margin gains as household budgets tighten

    Coles, Metcash, and Woolworths are leveraging automation and wholesale diversification to defend margins against persistent inflation and interest rate pressures.

    2026-09-10
  • A glass bottle of soda and a bag of potato chips on a wooden table
    Illustration: Tradingbird

    PepsiCo Raises Quarterly Dividend Amid Sector Valuation Lag

    PepsiCo increased its quarterly payout by 4% to $1.48 per share in May 2026, extending its 54-year streak of annual dividend hikes while trading at a discount to major beverage peers.

    2026-09-10
  • A sleek, folded smartphone resting on a minimalist white surface
    Illustration: Tradingbird

    Apple launches folding iPhone Duo at $1,999 amid rising oil costs

    Apple has launched its first foldable device, the iPhone Duo, starting at $1,999, positioning it as a premium option with a 7.6-inch display and A20 Pro chip. This entry into the foldable market comes as rising oil costs continue to weigh on broader consumer stock sentiment.

    2026-09-10
  • A stack of vintage video game cartridges and a retro handheld console on a wooden shelf
    Illustration: Tradingbird

    GameStop Profit Rises Amid 18.7% Revenue Drop

    GameStop reported a 77.2% increase in net income while quarterly revenue declined, driven by cost discipline and a shift toward collectibles.

    2026-09-10
  • A long line of semi-trucks parked in a large logistics yard
    Illustration: Tradingbird

    XPO Sets Q3 2026 Earnings Call for Oct 29

    XPO has scheduled its third-quarter 2026 earnings conference call for October 29, with results to be released earlier that morning.

    2026-09-10
  • A long aisle in a large warehouse-style grocery store with shelves stocked with bulk goods
    Illustration: Tradingbird

    BJ's Q2 Revenue Beats Estimates By 4.7%

    BJ's Wholesale Club posted a 15.7% year-over-year revenue increase to $6.23 billion, outperforming analyst consensus by 4.7% and leading the large-format grocery sector in growth.

    2026-09-10
  • A large department store facade with glass windows and mannequins
    Illustration: Tradingbird

    Macy's Earnings Preview Amid Valuation Premium and Dividend Focus

    Macy's Inc. prepares for its quarterly report, balancing a 3.47% dividend yield against a stock price that trades 35.1% above its calculated intrinsic value.

    2026-09-10
  • A smartphone displaying a generic travel booking interface with abstract icons for planes and hotels
    Illustration: Tradingbird

    MakeMyTrip shares drop 9% on thin volume

    MakeMyTrip shares fell nearly 9% to $49.06 amid reduced trading volume, prompting renewed scrutiny of its premium valuation and digital travel growth sustainability.

    2026-09-10
  • A clean white ceramic plate with silverware on a wooden table
    Illustration: Tradingbird

    First Watch Q2 Revenue Beats, Profit Lags

    First Watch posted a 15.2% revenue increase in Q2, exceeding consensus by 0.9%, though EPS met estimates. The stock dropped 1.6% post-earnings.

    2026-09-10
  • A firefighter's helmet and protective gear resting on a workbench
    Illustration: Tradingbird

    Lakeland Industries Q2 Profitability Improves Amid Fire Segment Growth

    Lakeland Industries reported a sequential profit improvement in fiscal Q2, driven by fire equipment demand and margin expansion, despite a net loss due to a goodwill impairment charge.

    2026-09-09
  • A pair of white athletic sneakers resting on a concrete surface
    Illustration: Tradingbird

    Adidas Shares Slide Amid Campaign Backlash and Margin Pressures

    Adidas shares have retreated significantly amid a controversial advertising campaign, while analysts debate if the current valuation gap reflects a temporary reputational hit or structural margin challenges.

    2026-09-09
  • A minimalist athletic apparel store interior with neutral lighting and clean lines
    Illustration: Tradingbird

    Lululemon Focuses on International Expansion and Omnichannel Execution

    Lululemon Athletica leverages premium branding and direct-to-consumer channels to diversify revenue beyond North America, maintaining pricing power in a competitive retail landscape.

    2026-09-09
  • A modern grocery store aisle with shelves stocked with fresh produce and packaged goods
    Illustration: Tradingbird

    Metro Inc. Leverages Quebec and Ontario Store Network for Defensive Position

    Metro Inc. maintains its status as a defensive consumer staple by anchoring its business in essential grocery and pharmacy sales across Canada's eastern provinces.

    2026-09-09
  • A stylized golden arches symbol standing alone against a neutral background
    Illustration: Tradingbird

    McDonald's Expansion Delay And Valuation Tension

    McDonald's has pushed its 50,000-restaurant goal to 2028 following soft U.S. traffic, while valuation models suggest the stock may be overpriced by 9.5%.

    2026-09-09
  • A calm ocean horizon with a distant cruise ship silhouette
    Illustration: Tradingbird

    Lindblad Expeditions Q2 Revenue Beats Expectations Despite Weak Guidance

    Lindblad Expeditions exceeded Q2 revenue forecasts by 7.2% with an 18.6% year-over-year increase, though the company issued a cautious full-year outlook that weighed on investor sentiment.

    2026-09-09
  • A wooden ship's wheel on a deck overlooking a calm ocean horizon
    Illustration: Tradingbird

    Lindblad Expeditions Beats Estimates But Lags Peers in Guidance

    Lindblad Expeditions posted an 18.6% revenue increase, outperforming consensus, yet its cautious outlook left shares under pressure relative to sector peers.

    2026-09-09
  • A modern convenience store interior with stocked shelves and a checkout counter
    Illustration: Tradingbird

    Casey's General Stores Navigates Rising Energy Costs and Yield Pressures

    Casey's General Stores faces a critical test of operational resilience as rising bond yields and energy prices pressure the broader retail sector.

    2026-09-09
  • A modern warehouse interior featuring rows of automated conveyor belts and neatly stacked cardboard boxes.
    Illustration: Tradingbird

    Coupang Q2 Revenue Miss Amid Peer Growth

    Coupang delivered the weakest Q2 performance in its peer group, with revenue missing consensus estimates while competitors like Amazon and Carvana posted strong beats.

    2026-09-09
  • A retail store aisle with shelves of merchandise
    Illustration: Tradingbird

    Consumer Discretionary Stocks React to Mixed After-Market Earnings

    Twelve consumer discretionary names moved significantly in Wednesday's after-hours session, driven primarily by quarterly earnings releases from both large-cap retailers and micro-cap firms.

    2026-09-09
  • A row of citrus trees in an orchard under a clear sky
    Illustration: Tradingbird

    Limoneira Q3 Earnings Miss Expectations Amid Revenue Decline

    Limoneira's third-quarter report highlights a severe gap between adjusted earnings and analyst forecasts, with the company significantly underperforming on profitability despite a year-over-year revenue decline.

    2026-09-09
  • A neat stack of folded blue denim jeans next to a wooden clothes hanger on a retail shelf.
    Illustration: Tradingbird

    American Eagle Outfitters posts strong Q2 beat

    American Eagle Outfitters reported a fourth consecutive quarter of beating expectations, driven by a 19% surge in Aerie sales and substantial tariff refunds that lifted net earnings by 73%. Despite the beat, the stock dropped nearly 9% in after-hours trading due to concerns over rising inventory levels and sluggish performance in the larger American Eagle brand.

    2026-09-09
  • A neat stack of folded neutral-toned fabric textiles
    Illustration: Tradingbird

    Culp Q1 Beat Driven by Revenue Growth Amidst Mixed Outlook

    Culp Inc. shares spiked nearly 19% in after-hours trading after beating Q1 estimates on both revenue and EPS, driven by strong sales growth and significant debt reduction. Despite this positive surprise and improved liquidity, the stock remains in a broader downtrend with analysts maintaining a cautious Hold outlook.

    2026-09-09
  • A folded stack of denim jeans and a cotton t-shirt on a wooden table
    Illustration: Tradingbird

    American Eagle Beats Estimates With 79 Cent EPS

    American Eagle surpassed expectations with $0.79 EPS, boosted by record revenues and significant tariff refunds, though shares fell 1.8% on concerns about core brand softness. The company has since raised its full-year operating income outlook to the $540 million–$550 million range, citing strong performance from its specialty brands.

    2026-09-09
  • A stack of colorful children's books and educational manipulatives on a wooden table
    Illustration: Tradingbird

    Educational Development Corp Sets October 14 Date for Q2 2027 Earnings Call

    Educational Development Corporation has scheduled its fiscal year 2027 second-quarter earnings call for October 14, 2026, featuring presentations from its CEO and CFO.

    2026-09-09
  • A row of parked used cars in a dealership lot
    Illustration: Tradingbird

    Car-Mart Q2 Revenue Falls 57% To $145.8M

    America's Car-Mart reported a 57.1% year-on-year revenue decline to $145.8 million in Q2 CY2026, missing estimates while same-store sales dropped 47.5%. Following the announcement, the stock fell 41.8% as the company posted a significant EPS miss and narrowed its store base to 94 locations.

    2026-09-09
  • A retail store entrance with a shopping cart parked outside
    Illustration: Tradingbird

    Ollie’s Q2 Earnings Rise 43% Amid Store Expansion

    Ollie’s Bargain Outlet reported a 43% jump in adjusted net income for the second quarter, driven by tariff refunds and new store openings, even as comparable sales declined.

    2026-09-09
  • A modern single-story retail building exterior with large glass windows and a paved parking lot
    Illustration: Tradingbird

    Four Corners Property Trust Buys 7-Eleven Property

    Four Corners Property Trust acquired a 7-Eleven location in Pennsylvania for $1.5 million, adding a long-term triple net lease to its portfolio at a 6.9% cap rate.

    2026-09-09
  • A stack of canned goods on a wooden shelf
    Illustration: Tradingbird

    Hormel Foods Faces Rising Input Costs and Macro Headwinds

    Hormel Foods shares trade near $21 as rising energy prices and bond yields pressure consumer sentiment, shifting focus to brand demand and operational resilience.

    2026-09-09
  • A pair of athletic sneakers resting on a polished wooden floor
    Illustration: Tradingbird

    Nike Stays in S&P 500 Despite S&P 100 Exit

    Nike has circulated an internal memo to executives clarifying that its removal from the S&P 100 index does not impact its S&P 500 membership or core operations, aiming to dispel confusion amid a 40% stock decline and ongoing market share challenges in China.

    2026-09-09

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