A resilient consumer and product “newness” are driving up retail stocks. Dana Telsey of Telsey Advisory Group shares her favorite names.
A resilient consumer and product “newness” are driving up retail stocks. Dana Telsey of Telsey Advisory Group shares her favorite names.
Retail earnings season kicks off Aug. 19 with investors expected to focus less on tariff-driven margin gains and more on whether companies such as Walmart, Target, Dollar General, and Five Below can sustain sales growth.
The REIT is benefiting from management’s focus on returning capital to shareholders.
There’s reason to believe the stock can stage a comeback after its worst day in two decades.
Tech gains boosted indexes as Wall Street shrugged off geopolitical fears.
The sector has been dropping for weeks under the weight of a host of problems. Here they are.
It’s a heavy earnings week, with results also coming in from Halliburton, 3M, AT&T, Blackstone, and more. On the economic front, we’ll see data on jobs, new-home sales, and industry purchasing activity.
The tech sector selloff continues to weigh on markets.
Nike has had bad luck: The teams it provides gear to didn’t make Sunday’s final. And it ran out of Team USA jerseys at the wrong time.
August and September are the only two calendar months that tend to decline on average,
Electricity-hungry data centers play right into Williams’ wheelhouse, making its stock a buy.
William Blair says Casey’s, Costco, Cava, and other consumer companies are well positioned to weather inflation and uneven consumer spending.
Indexes fell as Iran war fears spooked investors while AI failed to power stocks higher.
he varying definitions of this stock grouping can make it hard to determine whether investors should put their money there.
While Saturday’s games will take place in the U.S., the excitement is mostly elsewhere, after the U.S. was knocked out of the tournament. Investors looking for a World Cup bump might be feeling similarly let down.
A weak stock market wouldn’t be the only painful outcome of a Mag Seven collapse. It could also risk tipping the economy into recession.
The advantages promised by AI could be self-defeating for consumer brands, argues Gavekal’s Louis Gave.
Royal Caribbean and Viking Holdings were given an Outperform rating by BMO Capital Markets analyst Tristan Thomas-Martin.
The discount retailer is lowering thousands of prices, but grocery chains are too. The problem: Americans have lost their patience, and so has Wall Street.
AI stocks make up for lost ground after selloff.
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