
Major retailers are receiving billions of dollars in tariff refunds, but research shows shoppers have already paid part of the cost.
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Major retailers are receiving billions of dollars in tariff refunds, but research shows shoppers have already paid part of the cost.

As inflation and high mortgage rates force homeowners to fix only what’s broken, the retail giant is changing its strategy.

A three-way squeeze on American businesses is forcing price increases, inventory hoarding, and in some cases bankruptcy filings

Forty-five years ago next week, a tiny four-store hardware chain in Atlanta completed a very unlikely IPO. It was possible only because a well-connected investment banker, Ken Langone, happened to be a nonexecutive co-founder and a member of the company’s board of directors. Langone had such faith in the young company’s prospects that he called in some favors on Wall Street, and Bear Stearns reluctantly agreed to take on the piddly $6 million planned offering.

The market is currently pricing in what would be the shallowest interest rate hike cycle in modern history. Meanwhile, shares of Generac Holdings Inc. (GNRC) soared after the maker of generators signed a long-term contract with Amazon.com Inc. (AMZN) to supply $8 billion worth of generators for its data centers, highlights Amber Kanwar, host of the In the Money with Amber Kanwar podcast.

The company is taking steps to make the shopping experience more fun and convenient.

Asian shares were mixed in cautious trading early Wednesday as investors watched for what might happen on interest rates and the war with Iran pushed oil prices higher. Japan's benchmark Nikkei 225 was nearly unchanged at 65,249.95, and South Korea's Kospi gained 1.2% to 7,041.10. The Shanghai Composite gained 0.2% to 3,949.89.

RH's Q2 performance may reflect modest sales growth as housing weakness, sourcing disruptions and international startup costs weigh on results.

When the words “not seen since 2007” are thrown around, investors start to look harder at what’s going on with bonds.

Home Depot's combination of potential upside and dividends make the stock attractive.

Retail earnings reveal a K-shaped consumer split: Home Depot and Lowe's post solid home-improvement sales, while Walmart and Five Below face mixed results amid tariff and margin pressures.

The chain faces an uphill battle since it can’t compete on price.

Williams-Sonoma stock dropped on Wednesday even though the home specialty retailer delivered a beat-and-raise quarter in tough times for housing. The stock is up 25% this year, but down 11% from its all-time closing high of $251.78 on Aug. 7, according to Dow Jones Market Data. While other retailers are logging tariff refunds, Williams-Sonoma is feeling a sting.
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.

Smaller projects drive growth as housing affordability pressures big-ticket demand.

Walmart shares fell 9% on decelerating comps despite an earnings beat, while Home Depot rose slightly on higher tickets, highlighting a diverging, K-shaped consumer spending pattern.

The Gates Foundation Trust cut its Berkshire Hathaway stake while opening a new position in a home-improvement giant.

Home Depot is navigating a difficult housing market, but BofA sees several reasons the retailer could keep gaining ground.

Retail earnings this week so far paint a mixed picture—both about how U.S. consumers are fairing and how large retailers are navigating those waters. Target and Walmart, mainstream retailers that sell a range of goods including groceries, both reported higher sales, but flagged that shoppers continue to be cautious, in part because of higher gas prices. Target said comparable sales rose 3.8% in the most recent quarter, its second quarter of solid growth after enduring a yearslong string of weak quarterly sales results.

Walmart set a somber tone for the first week of retailer earnings, but that wasn’t the whole story. The big news was Walmart’s sales woes as the Bentonville, Ark.-based giant reported a same-store sales decline—the first since 2020. Target meanwhile, showed some signs of life, reflecting its turnaround efforts.
Investors are rewarding resilient smaller-project demand despite a frozen housing market.

As consumers pull back on major renovations, the retailer is focusing on making smaller projects easier to complete.

The Federal Reserve has not touched interest rates in over seven months, yet mortgage rates just climbed to their highest level in years. Understanding why exposes a flaw in how most borrowers think about the connection between the Fed and their monthly payment.

Target (TGT) is buzzing on Wednesday after the retail giant beat second quarter earnings estimates, topped off by a raise on full-year guidance. Yahoo Finance Senior Reporter Brooke DiPalma highlights the biggest takeaways from the company's earnings calls, underlining price discount drivers ahead of the back-to-school shopping season.

The 10-year-old hardware store owner said the shop could not survive a combination of rising rent, insurance, and credit card fees.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Wednesday, August 19, including earnings from major retailers TJX (TJX), Lowe's (LOW), and Target (TGT), alongside the minutes from the Federal Reserve's most recent FOMC meeting.
Home Depot delivers broad-based growth with record online sales and strategic investments, despite persistent consumer caution and margin pressures.

Moby summary of The Home Depot, Inc.'s Q2 2027 earnings call
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