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The Latest Breaking News from Dana Telsey

Gap, American Eagle fall as brand troubles weaken annual forecasts

The results underscore a widening split in consumer spending, with record-low sentiment driven by the Iran war forcing lower-income households to cut back, even as higher-income shoppers remain selectively willing to spend.

The Economic Times

Lululemon Runs Into Tariff Trouble While Racing To Refresh Core Collections

Lululemon Athletica Inc. (NASDAQ:LULU) heads into its third-quarter report with slowing sales growth, a sharp margin squeeze from tariffs and weaker U.S. demand, as investors watch whether a major product “newness” push can reignite momentum, but likely not before 2026.

Benzinga

Victoria's Secret Finds Its Groove Again Heading Into The Holidays

Victoria’s Secret Co (NYSE:VSCO) posted a strong third-quarter performance and is gaining momentum heading into the holiday season, driven by higher full-price sales and improving customer demand across its brands and channels.

Benzinga

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American Eagle Analysts Bullish On Aerie Inflection, Brand Recovery

American Eagle Outfitters (NYSE:AEO) shares are trading higher after the company reported better-than-expected third-quarter results on Tuesday.

Benzinga

Signet Jewelers Balances Resilient Demand With Cautious Holiday Outlook

Signet Jewelers Ltd. (NYSE:SIG) shares were up on Wednesday as investors weighed a stronger quarter against a cautious holiday outlook.

Benzinga

Kohl's Well-Positioned To Capture Holiday Demand, Analyst Says

Kohl’s Corporation (NYSE:KSS) stock rose Wednesday after UBS and Telsey analysts raised their respective price forecasts following a strong earnings beat.

Benzinga

Ross Stores Posts Strong Q3 Beat; These Analysts Raise Price Targets On 'Broad-Based' Growth

Shares of Ross Stores Inc (NASDAQ:ROST) soared in early trading on Friday, after the company reported upbeat third-quarter earnings.

Benzinga

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Deckers Q2 Earnings Preview: Hoka Growth Meets Tariff-Driven Gross Margin Pressure

Deckers Outdoor Corporation (NYSE:DECK) will report second-quarter earnings on Oct. 23, after the market close.

Benzinga

Ulta Beauty Ups Its Game With New CFO, Retail Power Plays

Ulta Beauty, Inc. (NASDAQ:ULTA) refreshes its leadership and strategy ahead of the holiday season, naming a new chief financial officer and highlighting strong year-to-date momentum.

Benzinga

Levi Strauss Stock Tanking After Q3 Is Buying Opportunity, Says Analyst

Levi Strauss Co (NYSE:LEVI) shares tanked in early trading on Friday, even after the company reported upbeat third-quarter earnings.

Benzinga

Wall Street's Most Accurate Analysts Spotlight On 3 Utilities Stocks Delivering High-Dividend Yields

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Benzinga

Lululemon Plunges As Analysts Downgrade Stock On Weaker Sales Outlook

Shares of Lululemon Athletica Inc (NASDAQ:LULU) tanked in early trading on Friday, after the company reported mixed second-quarter results.

Benzinga

Macy's Finds A New Fit: Earnings Beat, Outlook Raised But Tariffs Still Pinch

Macy’s Inc (NYSE:M) shares are trading higher on Thursday after the retailer reported better-than-expected second-quarter earnings and raised its fiscal outlook.

Benzinga

Tariff Pressures Loom Over American Eagle's Outlook Despite Recent Gains

Retailers are navigating a complex landscape marked by shifting consumer preferences and economic uncertainties, prompting them to adapt strategies for sustained growth. Amid these challenges, American Eagle Outfitters, Inc. (NYSE:AEO) has shown resilience by outperforming financial expectations, even as broader market trends pose ongoing hurdles.

Benzinga

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Benzinga

Taylor Swift Said Yes—And This Stock Got Swept Off Its Feet

Signet Jewelers Ltd. (NYSE:SIG) stock is up nearly 20% over the past month, driven in part by Taylor Swift's engagement to Travis Kelce and by the company's second-quarter financial results.

Benzinga

Burlington Posts Strong Q2, Analysts Impressed — Yet Stock Stumbles In Volatile Trading

Burlington Stores Inc (NYSE:BURL) tanked in early trading on Friday, even after the company reported upbeat second-quarter results.

Benzinga

Denim Trend Boosts Abercrombie & Fitch Outlook

Abercrombie Fitch Company (NYSE:ANF) shares are trading higher on Thursday.

Benzinga

Ulta Faces Bigger Test From Shaky Consumer Spending Than Tariff Risks

Ulta Beauty Inc. (NASDAQ:ULTA) heads into its second-quarter earnings report this week with momentum from resilient sales and expanding international ambitions, even as margin pressures and shifting consumer spending patterns test the retailer’s ability to sustain growth.

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Benzinga

Ross Benefits From Value Shoppers But Tariff Challenges Continue

Ross Stores, Inc. (NASDAQ:ROST) shares traded little changed on Friday after the off-price retailer delivered second-quarter earnings of $1.56 per share, surpassing analyst estimates of $1.53. Results were tempered by an approximate 11-cent per share negative impact from tariff-related costs.

Benzinga

TJX Threads The Needle: Analyst Says Strong Earnings, Smart Tariff Strategies Keep Growth On Track

TJX Companies Inc (NYSE:TJX) reported strong second-quarter results, earnings exceeding expectations, "driven by solid operational execution and sales as well as a lower tariff impact than expected," according to Telsey Advisory Group.

Benzinga

Coach Parent Tapestry Navigates Tariff Pressures With Strong Core Business

Tapestry, Inc. (NYSE:TPR) shares are trading higher on Friday.

Benzinga

Birkenstock Strides Past Headwinds, Hits 16% Growth Despite Supply Shortages

Even without enough sandals to go around, Birkenstock Holding PLC (NYSE:BIRK) walked its way to a solid quarter.

Benzinga

Wolverine Beats Tariff Turmoil—Is A Major Comeback Underway?

American footwear and apparel manufacturer Wolverine Worldwide Inc. (NYSE:WWW) is navigating a challenging landscape marked by tariffs and cautious consumer spending, yet the company is finding ways to thrive. Wolverine reported on Wednesday that its second-quarter 2025 revenue rose 11.5% year-over-year to $474.2 million, beating the consensus estimate of $447.4 million.

Benzinga

Ralph Lauren To Rally Around 14%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Can Peloton Pedal Past Tariffs, Subscriber Slump To Regain Growth In Q4?

Peloton Interactive Inc. (NASDAQ:PTON) is scheduled to report its fourth-quarter and full-year fiscal 2025 earnings on Thursday, Aug. 7, before the market opens.

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