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The Latest Breaking News from Christopher Horvers

Costco November US Core Comps Fall Short, But Trends Overall Consistent: Analyst

Costco Wholesale Corp. (NASDAQ:COST) is facing new scrutiny after its November U.S. core sales came in softer than expected, signaling a rare cooling in the retailer’s multi-month momentum and raising fresh questions about consumer strength heading into the holidays.

Benzinga · Dec 4, 2025

Target's Big Reset Gains Traction — But Analysts Say Consumer Weakness Still Clouds The Outlook

Shares of Target Corp (NYSE:TGT) remained volatile in early trading on Thursday, even after the company reported upbeat third-quarter earnings.

Benzinga · Nov 20, 2025

Lowe's Q3 Better Than Feared; Uncertain Consumer, Soft Housing Market Still A Concern

Shares of Lowe’s Companies Inc (NYSE:LOW) remained volatile on Thursday, even after the company reported upbeat third-quarter earnings.

Benzinga · Nov 20, 2025

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Wayfair Q3 Preview: This Analyst Expects A Beat, Raises Price Target Ahead Of Q3 Report

Wayfair Inc (NYSE:W), scheduled to report its third-quarter results on Tuesday, is “a tariff winner," according to JPMorgan.

Benzinga · Oct 27, 2025

Walmart's AI Is Learning What You Want Before You Do — And Advertisers Love It

Walmart Inc's (NYSE:WMT) next profit engine isn't on its store shelves — it's in its servers. JPMorgan analyst Christopher Horvers believes the retail giant's growing use of artificial intelligence, including a new partnership with OpenAI’s ChatGPT, could transform Walmart into one of the most powerful retail advertising platforms in the…

Benzinga · Oct 27, 2025

Lowe's Eyes Growth As Housing Market Nears Turning Point

Lowe’s Companies, Inc. (NYSE:LOW) is positioning for growth in a flat home improvement market, leveraging recent acquisitions and an expanding Pro platform to capture underspent demand, while navigating weather- and rate-driven headwinds.

Benzinga · Oct 22, 2025

Tariff Headwinds Cloud RH Outlook, Analysts Split On Stock's Path Forward

As economic headwinds and shifting consumer preferences reshape the retail landscape, companies in the luxury home furnishings sector are feeling the pressure to adapt. Major players in this space are navigating challenges such as fluctuating demand and global trade tensions, which are impacting their financial outlooks and strategic decisions.

Benzinga · Sep 12, 2025

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Rising Costs From Tariffed Goods Push Retail Prices Higher In August

Retailers are navigating a fresh wave of pricing shifts as August inflation and new tariffs push up costs in categories like autoparts, furniture, and home improvement, signaling tighter conditions ahead for companies from Walmart Inc. (NYSE:WMT) to Best Buy Co. Inc. (NYSE:BBY).

Benzinga · Sep 11, 2025

What's Going On With Best Buy Stock Today?

Best Buy Co., Inc. (NYSE:BBY) shares are trading higher on Friday.

Benzinga · Aug 29, 2025

Ulta Beauty Delivers Strong Quarter, Investors Brush Off The Glow

Ulta Beauty, Inc. (NASDAQ:ULTA) shares slipped Friday despite the beauty retailer delivering better-than-expected quarterly results and raising its full-year outlook.

Benzinga · Aug 29, 2025

No Change In Walmart's Strong Momentum, Analysts Confirm

Walmart Inc. (NYSE:WMT) shares are trading lower on Friday.

Benzinga · Aug 22, 2025

Ulta Beauty Sales Momentum Builds As K-Beauty Expansion And Fewer Discounts Drive Growth

Ulta Beauty Inc. (NASDAQ:ULTA) is gaining momentum ahead of its upcoming earnings report, with stronger sales trends, tighter promotions, and accelerating product innovation fueling expectations for robust growth and higher profitability in the quarters ahead.

Benzinga · Aug 22, 2025

Walmart Stock Falls on Mixed Q2 Results Despite Raised Guidance

Walmart Inc. (NYSE:WMT) shares are trading lower Thursday after the retail giant posted mixed second-quarter results.

Benzinga · Aug 21, 2025

Target Announces New CEO, Why Analysts Are Bullish About The Change

Target Corp (NYSE:TGT) shares are down trading on Thursday, after the company on Tuesday reported its second-quarter results.

Benzinga · Aug 21, 2025

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Benzinga · Aug 21, 2025

Lowe's Reports Strong Sales Growth As Analysts Back $8.8 Billion Pro Market Push

As the home improvement sector navigates a challenging market environment, major players like Lowe’s Companies Inc. (NYSE:LOW) are finding ways to thrive through strategic moves and solid financial performances. This landscape has seen companies adapting to shifting consumer demands and weather-related disruptions while seeking growth through acquisitions.

Benzinga · Aug 20, 2025

Target's Q2 Struggles Highlight Amazon, Walmart Competition

Target Corp (NYSE:TGT) shares tanked in early trading on Wednesday, after the company on Tuesday reported its second-quarter results.

Benzinga · Aug 20, 2025

Lowe's Beats Expectations, Raises Guidance, Spends $8.8 Billion To Boost Pro Customer Offerings

Lowe’s Companies Inc (NYSE:LOW) reported better-than-expected sales and earnings for the second quarter, while raising its full-year guidance and unveiling a significant acquisition.

Benzinga · Aug 7, 2025

Costco's Extended Hours Bolster Strong Comps, Analyst Recommends Disciplined Buy

Costco Wholesale Corporation (NASDAQ:COST) shares are trading relatively flat on Thursday.

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Benzinga · Jul 10, 2025

BofA Sticks With Overweight On Costco, Sees Easing Headwinds Ahead

On Wednesday, Costco Wholesale Corp (NASDAQ:COST) reported net sales of $26.44 billion for the retail month of June, which includes the five-week period ending July 6.

Benzinga · Dec 9, 2024

Critical Insights From Ulta Beauty Analyst Ratings: What You Need To Know

Ratings for Ulta Beauty (NASDAQ:ULTA) were provided by 28 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.

Benzinga · Nov 27, 2024

What's Going On With Dick's Sporting Goods Stock Wednesday?

Dick's Sporting Goods Inc. (NYSE: DKS) shares are trading higher Wednesday following several analyst updates. Here's what you need to know.

Benzinga · Nov 27, 2024

Where Best Buy Co Stands With Analysts

Across the recent three months, 19 analysts have shared their insights on Best Buy Co (NYSE:BBY), expressing a variety of opinions spanning from bullish to bearish.

Benzinga · Nov 27, 2024

Trump's Tariff Plan Targets Imports: Electronics, Retail Stocks At Risk

President-elect Donald Trump has proposed implementing significant tariffs, including 25% on imports from Mexico and Canada, and an additional 10% on goods from China.

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