Walmart Beats and Raises but WMT Falls 9.7% to 52-Week Low
Walmart topped estimates and raised FY27 guidance, yet WMT fell 9.74% to $103.17. Soft US comps, a tariff-refund-funded raise, flat Q3 EPS, and higher capex explain why.
consumer spending
TJX Beats and Raises: Comps +6%, EPS $1.19, Buyback to $3B
TJX Companies posted Q1 FY27 comps up 6%, EPS of $1.19 (+29% YoY), returned $1.1B to shareholders, and lifted its FY27 sales, margin, EPS, and buyback guidance.
CarMax Plunges 15%: The Used Car Market Sends a Warning
CarMax’s 15% single-day crash reveals deep stress in America’s used car market as auto loan rates, falling prices, and a squeezed consumer collide.
The Ozempic Effect: How GLP-1 Drugs Are Reshaping Retail Stocks
Millions are losing weight on GLP-1s and refreshing their wardrobes. Wall Street is only beginning to price what this means for retail stocks.
Used Car Prices Are Back at 2023 Highs. This Time It’s Different.
The Manheim Used Vehicle Value Index just hit its highest mark since the summer of 2023. Behind the surge: a supply crunch, war-driven fuel costs pushing buyers away from new vehicles, and a used market that refuses to cool down.