Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Monday Economic data: Empire state manufacturing survey (Federal Reserve Bank of New York), NAHB home builder confidence index, Treasury international capital data (U.S.), CPI (Canada). Earnings (p.
Telsey, Truist, and Deutsche Bank raised Target’s price targets ahead of fiscal second-quarter 2026 earnings.
Dow futures were down 0.09%, while the S&P 500 futures climbed 0.09% and the Nasdaq-100 futures were up 0.25% at the time of writing.

The Dow Jones Industrial Average finished the week down 0.6% on Friday, snapping a two-week winning streak.

Lowe’s, TJX, Alibaba, and Toll Brothers will also report earnings. On the economic front, we’ll see Fed minutes, housing-market data, and readings on manufacturing and services activity.

Markets face a retail-dominated week where Home Depot (HD), Target (TGT), TJX Companies (TJX), and Walmart (WMT) report earnings providing critical consumer spending assessment across income segments.
Sam Stovall says sentiment surveys are a distraction and that one specific corner of the financial system holds the real on-off switch for consumer spending. The signals hiding in this earnings season will tell investors whether that switch is about to flip.

Major retailers’ quarterly results come after inflation softened in June and July.
Lifeway Foods Inc (LWAY) posts 27th consecutive quarter of growth with $66.9M in net sales, but margin compression from milk and resin costs weighs on profitability.

Enjoying a serving of frozen dessert on a hot summer day, or at any time for that matter, has grown in popularity as ice cream store industry growth rose by 5.8% to $7.4 billion in the five years through 2025, according to IBISWorld. The industry grew by 0.9% in 2025 alone. Ice cream company ...

Investors are counting on a continuation of the discount retailer's nascent turnaround, and there's no room for error.

Moby summary of Edible Garden AG Incorporated's Q2 2026 earnings call
Target's 48% rally flips a decade-old gap.

The Q2 earnings season is winding down, but many retail companies, including Walmart, have still yet to report. It and other big-box retailers have faced a difficult operating environment, with elevated fuel costs adding to consumers' financial burdens and increasing retailers' expenses.

Costco's recent pullback eases its valuation, but a premium P/E, moderating sales growth and margin risks may keep new investors cautious.

Walmart (WMT) is expected to miss second-quarter comparable sales estimates as high gas prices press

The latest HR moves made by leading textile and apparel companies.

The Federal Reserve now looks somewhat unlikely to raise interest rates at either of the next two meetings after a weak July retail sales report further assuaged concerns that the economy may be overheating. Last Friday's weak jobs report and the even weaker retail sales report "are bad news for workers and consumers, but potentially good news for the stock market, because it reduces the urgency at the Fed to raise rates to fight too-high inflation," wrote Chris Zaccarelli, chief investment officer at Northlight Asset Management.

HD Q2 results are expected to reflect sales and EPS growth, fueled by Pro momentum and digital gains, while housing and margin pressures remain concerning.

Coty's Q4 results may reflect resilient beauty demand and improving trends, offset by Middle East disruption, lower shipments, tariffs and margin pressure.

Flowers Foods heads into Q2 earnings with sales and earnings declines expected, as loaf softness and consumer pressure offset gains in better-for-you offerings.

JD.com beat Q2 earnings estimates as margin gains, better marketing efficiency and narrower Food Delivery losses offset revenue pressure.

Besides Wall Street's top-and-bottom-line estimates for Target (TGT), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2026.



