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Consumer spending pullbacks haven't 'materially impacted' retailers yet
Yahoo Finance Video89d agoneutralVIDEO
Consumer spending pullbacks haven't 'materially impacted' retailers yet

Top retailers — like Target (TGT), Urban Outfitters (URBN), TJX Companies (TJX), Ross Stores (ROST), and Walmart (WMT) — will be reporting their quarterly earnings results throughout this week. Jefferies senior VP of equity research Corey Tarlowe comes on Market Catalysts to comment on the economic pressures that have been influencing where consumers are choosing to spend.

What the K-shaped economy could mean for Walmart earnings
Yahoo Finance Video89d agoneutralVIDEO
What the K-shaped economy could mean for Walmart earnings

Walmart (WMT), Target (TGT), TJX (TJX), Home Depot (HD), and Lowe's (LOW) are all reporting quarterly earnings this week. Yahoo Finance Senior Reporter Brooke DiPalma and Robinhood chief investment officer Stephanie Guild outline what investors should expect from earnings and from the future of the K-shaped economy.

Why Berkshire’s $55M Macy's Bet Matters
Trefis89d agoneutral
Why Berkshire’s $55M Macy's Bet Matters

In mid-May 2026, Macy's stock (NYSE: M) jumped over 5% pre-market on elevated trading volume to trade near the $19 mark (May 18). The key catalyst was Berkshire Hathaway’s Q1 2026 13F filing, which revealed a new position in Macy’s valued at roughly $55 million. The filing indicated an accumulation of approximately 3 million shares, representing about a 1% ownership stake in the company.

Markets A.M. | Another Test for Retailers
The Wall Street Journal89d agoneutral
Markets A.M. | Another Test for Retailers

Retailers like Walmart and Target are starting to report fiscal first-quarter results, which included two full months of the Iran conflict. In today's Markets A.M. newsletter, I weigh the potential hit from higher gas prices against the boost from higher tax refunds.

Five key themes investors will be watching in markets this week
InvestorsHub90d agoneutral
Five key themes investors will be watching in markets this week

Global bond market volatility, tensions involving Iran and a packed earnings calendar are set to dominate investor attention in the coming days. Results from AI chip leader NVIDIA (NASDAQ:NVDA) will headline the corporate agenda, alongside earnings from major retailers including Walmart (NYSE:WMT) and Target (NYSE:TGT).

Target Governance Pressure And ESG Vote Tested Against Valuation Discount
Simply Wall St.91d agoneutral
Target Governance Pressure And ESG Vote Tested Against Valuation Discount

Activist investors are urging Target (NYSE:TGT) shareholders to vote against Executive Chair Brian Cornell and Lead Independent Director Christine Leahy at the June 10 annual meeting. A separate shareholder proposal seeks greater transparency on pesticide measurements and reduction efforts within Target's private label products. These governance and ESG items are set to be key focus points for investors as Target approaches its annual shareholder vote. Target operates as a large U.S...

Dick's and Shoe Carnival Stocks Trade Down, What You Need To Know
StockStory91d agoneutral
Dick's and Shoe Carnival Stocks Trade Down, What You Need To Know

A number of stocks fell in the afternoon session after April PPI hit 6% annually, the highest in over three years, confirming that wholesale cost pressures were accelerating just as consumer real wages turned negative for the first time since 2023.