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

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Walmart (WMT) and Home Depot (HD) Results Show US Consumers Cut Back but Still Find Room for Splurges
Insider Monkey27d agoneutral
Walmart (WMT) and Home Depot (HD) Results Show US Consumers Cut Back but Still Find Room for Splurges

Walmart Inc. (NASDAQ:WMT) disappointing sales and The Home Depot, Inc. (NYSE:HD) strength among budget-conscious do-it-yourselfers indicate middle-class consumers are growing more tight-fisted, Reuters reported, even as wealthier shoppers keep supporting luxury brands like Ralph Lauren. Walmart’s fiscal second-quarter comparable sales grew 3.4% excluding the impact of pharmacy-related items, while Walmart, TJ Maxx owner TJX, and […]

Target (TGT)’s Comeback Quarter had Nearly $1 Billion in Help From Trump’s Tariff Refunds
Insider Monkey27d agoneutral
Target (TGT)’s Comeback Quarter had Nearly $1 Billion in Help From Trump’s Tariff Refunds

On August 20, 2026, Target Corporation (NYSE:TGT) reported its second straight quarter of comparable sales gains, with a $994 million tariff refund contributing meaningfully to a profit beat. It happened after the US Supreme Court ruled earlier this year that President Trump overstepped his authority in imposing the tariffs. Why This Matters Target’s turnaround under […]

Target (NYSE:TGT) Bets on Grocery to Bring Shoppers Back and Boost Profits
Insider Monkey28d agoneutral
Target (NYSE:TGT) Bets on Grocery to Bring Shoppers Back and Boost Profits

Target Corporation (NYSE:TGT)’s grocery strategy is starting to show signs of working. Food and beverage sales rose 7% in the quarter ended August 1, marking the category’s fastest growth in three years. Store traffic also increased 3.6%, while snack sales jumped 15%. Under CEO Michael Fiddelke, Target Corporation (NYSE:TGT) is trying to make grocery a […]

Target (TGT) Rallied in 2026. Can its Turnaround Start Producing Margin Growth?
Insider Monkey28d agoneutral
Target (TGT) Rallied in 2026. Can its Turnaround Start Producing Margin Growth?

Target Corporation (NYSE:TGT) enters its fiscal second-quarter report with its shares up significantly in 2026. Consensus estimates call for revenue to increase 3.5% to $26.09 billion, adjusted earnings to rise 14% to $2.34 per share, and comparable sales to grow 2.4%. That follows a first quarter in which net sales increased 6.7%, comparable sales rose […]

Gap Cuts Sales Outlook on Old Navy Weakness
The Wall Street Journal28d agobullish
Gap Cuts Sales Outlook on Old Navy Weakness

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.

Walmart Just Dropped 10% in a Month. Is It Time to Sell?
24/7 Wall St.28d agobearish
Walmart Just Dropped 10% in a Month. Is It Time to Sell?

Walmart just posted a quarter where management raised its full-year outlook and e-commerce surged, yet shareholders watched the stock crater while a smaller rival celebrated a 13% gain. Something specific is spooking the market, and whether it signals a buying opportunity or a warning depends on one number.