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Tariff refunds and the ever-resilient U.S. consumer are fueling the heftiest rise in big-company profits in years

Target fell out of favor with consumers, but it has started to get back on track, and investors have taken notice.

Target’s beauty business is showing signs of life, despite losing a major partnership.

Investors need to be asking tough questions of Target's management after the company's latest stumble.

GAP's brand momentum, margin gains and higher 2026 profit outlook contrast with uneven performance at Old Navy and Athleta.

A debate over where class actions filed by customers seeking tariff refunds from large retailers should be heard comes as the money has begun to flow back into company coffers.

Best Buy (BBY) second-half comparable sales guidance pointed to a sequential deceleration in growth,

As part of its turnaround, the company is focused on building trust and adding value.

The majority of US companies holding $100 billion in potential tariff refunds haven't pledged to ret

The apparel company is shaking up leadership at Old Navy, bringing in Michael Francis, a retail veteran with experience at Walmart and Target, as chief executive of the brand to try to boost sales.

Three dividend payers trade at forward multiples that undercut their trailing ones, but the earnings rebuilds powering that setup come with very different risks attached to each name.

Target stock is climbing as price cuts and other key strategies win over shoppers.

Robert Reich sees white-collar workers in the crosshairs of AI and American homebuyers caught in a trade war neither side can win. His diagnosis of what connects those two threats may surprise you.

Sticky inflation is quietly rewarding a specific group of stocks with decades of uninterrupted dividend growth, and Wall Street's top analysts say five of them are built to profit no matter how long rising prices persist.

The stock market had wildly different reactions to Dollar Tree and Dollar General's earnings early Thursday morning. Dollar General stock shot up more than 12%, while Dollar Tree sank about 4.5%. Dollar Tree Earnings Dollar Tree reported earnings of $2.

Ulta Beauty would like to put a couple of ugly quarters behind it. Wall Street still fancies the stock.

Gap reports earnings Thursday after disappointing results sent its stock tumbling, but lowered expectations could give the retailer an opportunity to turn things around.

Dollar Tree earnings and Dollar General earnings are on deck Thursday, with Five Below due next week. On Wednesday, DLTR stock and FIVE stock rose in buy zones. Early Thursday, Dollar Tree and Dollar General will report for the fiscal second quarter.

Digital comparable sales jumped 8.7%, led by same-day delivery growth.

Walmart is investing its $2.9 billion return into price cuts, while Target plans for additional reimbursements and Home Depot and Lowe’s offset higher costs.

Walmart is spending billions on a price war, but its latest earnings call revealed the real debate is whether a new profit engine or a one-time windfall is footing the bill.

Nike stock declined along with other footwear brands after Dick’s Sporting Goods missed earnings expectations.

The retailer’s latest numbers point to a shift in how people find deals, and it could be costing consumers real cash.

A former White House trade negotiator who helped craft agreements during the first Trump term says Canada walked away from the most generous tariff offer the U.S. has made to any trading partner, and now four industries are bracing for a stalemate that could stretch for months.

PENGU token jumps 62% in a week as Luca Netz teases new milestones and traders revisit the Pudgy Penguins IPO goal.

The chain has turned its sales around, but customers will notice one glaring issue.

The once-struggling retailer just reported a second-consecutive solid quarter just one year after a new CEO took over. Connect the dots.

Companies are using tariff refunds to lower prices, cushion their margins, and, to a very small extent, return the money straight to the customer.

The company’s turnaround efforts are paying off, and now Target is trying to share the wealth with shoppers.

Cramer says Target’s turnaround is real, but he still wants investors to wait for a better price.