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U.S. consumers haven’t stopped spending money since the Iran war drove up fuel prices, but many shoppers are reassessing what they buy and where, according to company executives and retail analysts. During recent earnings calls with analysts, executives from American mainstays like Walmart, McDonald's and Dollar General cited overall shopper resilience as well as noticeable cutbacks by lower-income customers.
Five Below fell more than 13% after Q1 2026 earnings beat estimates, as cautious second-half guidance and tariff uncertainty overshadowed strong revenue and EPS results.
Ollie's Bargain Outlet is executing strategy, growing, and widening margin but will it be enough to get the stock price action advancing?
Yardeni Research Contributing Editor Jackie Doherty highlights several companies she thinks delivered strong results in their latest quarters: Dollar General attracted more six-figure households and boosted its earnings-per-share target, while Ulta Beauty delivered broad-based growth. RBC Capital Markets calls out Walmart and Ollie’s Bargain Outlet Holdings “as among the best positioned to navigate the current environment.” Looking at the sector overall, both the exchange-traded fund and the State Street Consumer Discretionary Select Sector SPDR ETF are lower since the start of the year, even as the is up double digits in percent terms.
Ad-tech investors are staring at a tough tape in 2026 so far. Trade Desk (NASDAQ:TTD) trades near $21, while AppLovin (NASDAQ:APP) sits around $561 as some loyal shareholders start to lose patience. The headline numbers tell the story. Trade Desk stock is down 44% year to date (YTD), while AppLovin stock is down 17%. Both ... Trade Desk Is Down 44% This Year and AppLovin Is Down 17%. Are Ad-Tech Stocks Dead Money in 2026?
Dollar General, which mainly sells items priced under $10, is seeing a major shift in how customers are spending in its stores amid elevated gas prices nationwide. Drivers have faced higher fuel costs since the U.S. and Israel's attack on Iran in late February, which escalated tensions in the ...
Investors were spooked by the prospect that Five Below's growth rate might have reached its peak. Five Below stock sank 10% at Thursday's open, according to MarketSurge. Meanwhile, adjusted earnings per share were $2.22, 25% above the $1.77 looked for by Wall Street.
If you are wondering whether Dollar General stock at around US$105 is a bargain or a value trap, this article helps you frame that question using clear valuation tools rather than headlines or hype. The stock has inched up about 0.7% over the past week, but is down roughly 8.2% over the last month, 23.2% year to date and 4.1% over the past year. These figures may shape how you think about both its potential and its risks. Recent coverage has focused on how Dollar General is managing its...
Mid-Day Stocks: Stocks are trading lower on Wednesday, as oil and yields move higher. Once again, it was “Welcome back, my friends to the show that never ends.” On cue, the never-say-die stock market shook off early worries and all the major indices closed higher on Tuesday. Like the proverbial broken record, the S&P 500 ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Boyd Gaming, Chipotle Mexican Grill, Conagra, Dollar General, MGM Resorts International, Omnicom Group, Yum! Bra
Ollie's Bargain Outlet (OLLI) raised its full-year earnings outlook on Wednesday, while the discount
While Target has outpaced relative to the Dow over the past year, Wall Street analysts maintain a cautious outlook on the stock’s prospects.
Costco's Q3 beat delivers 9.8% comp-sales growth, surging digital demand and rising memberships, but its premium valuation complicates the near-term entry.
Discount retailer Dollar General (NYSE:DG) met Wall Street’s revenue expectations in Q1 CY2026, with sales up 3.4% year on year to $10.79 billion. Its GAAP profit of $2.00 per share was 6.5% above analysts’ consensus estimates.
By Juveria Tabassum, Neil J Kanatt and Akriti Shah June 3 (Reuters) - With the Iran war stretching into its fourth month, U.S. retail companies that have so far banked on a resilient consumer could
DG raises its 2026 earnings outlook after Q1 traffic growth, margin expansion and inventory discipline help offset weather and fuel pressures.
Why Dollar General Stock Is Back On Investors’ Radar Dollar General (DG) has drawn fresh attention after recent share price moves, with the stock down 7.1% over the past month and 29.9% over the past 3 months. This has prompted closer scrutiny from value focused investors. See our latest analysis for Dollar General. That recent 7.1% fall in the 30 day share price return and the 29.9% decline over 90 days come on top of a 5 year total shareholder return that is down 44%, which signals fading...
Growth is a tricky proposition for consumer companies. At some point, it’s a necessity: Having enough location density to encourage loyalty is key, economies of scale are a tailwind, and no one ever complains that Walmart is too big. The latter is what Bernstein analyst Zhihan Ma believes is hurting a number of retailers today.
Dollar General Corp (DG) reports a 3.4% increase in net sales and a 12.4% rise in EPS, driven by strategic initiatives and robust customer traffic.
Consumer stocks were lower late Tuesday afternoon, with the State Street Consumer Staples Select Sec
Moby summary of Dollar General Corporation's Q1 2026 earnings call
Dollar General (DG) reported first quarter earnings that beat Wall Street's estimates. The company also raised its full-year profit outlook. Loop Capital Markets managing director and consumer sector head Anthony Chukumba and UBS US hardline and broadline and food retail analyst Michael Lasser chat with Yahoo Finance's Julie Hyman about the earnings results and the state of the consumer.
Discount retailer lifted EPS guidance as low prices attracted more cash-strapped shoppers.
Dollar General Corp (NYSE:DG) shares edged more than 2% lower on Tuesday after the retailer reported first quarter results that topped earnings expectations but delivered a slight revenue miss, alongside in-line same-store sales growth. The company reported diluted earnings per share of...
Dollar General (NYSE:DG) reported higher first-quarter sales and earnings, raised its full-year earnings outlook and said it continues to gain market share as financially pressured consumers seek value and convenience. Chief Executive Officer Todd Vasos said the retailer was “pleased” with first-qu
Dollar General tops Q1 EPS estimates and raises FY2026 guidance, even as sales narrowly miss, with 2% same-store growth and margin expansion.
This morning we see Alphabet (GOOGL) raising $80 billion to finance more AI investment.
Net income rose to $444.1m in the quarter while net sales climbed 3.4% year-on-year to $10.78bn, driven by contributions from new stores and growth in same-store sales.