Cautious outlooks from Walmart and Five Below raise questions about consumer resilience as gas prices take their toll.

New duties of 10% to 12.5% on key US trade partners revive cost pressures at a difficult time for retailers.

Better assortments and store upgrades win over the retailer’s higher-income customer base.

Consumers’ value focus hasn’t diminished spending, Ulta says.

Core intimates drive share gains and renewed cross-category demand.

Low-key rollouts aim to dodge backlash without abandoning inclusivity.

Affluent cohort feels unseen despite outsize sway over household buys.

Over 3.5 million have lost benefits since the passage of the “Big Beautiful Bill,” with more losses likely to come.

Style misfires—not weakening demand—hurt sales, forcing both to focus on execution.

The retailer now offers delivery in 30 minutes or less in select US markets.

Off-price and dollar stores gain share across income tiers.

The retailer is expanding its hardware assortment and launching its first home-goods brand in five years.

China rivalry and US headwinds dent earnings, even as Temu courts value seekers.

The retailer is codifying customer engagement benchmarks to ensure consistency and elevated guest experiences across stores.

As multiracial audiences expand, brands ignoring them risk ceding revenues to rivals that don't.

Starbucks, Target, and Uber are reconsidering their strategies as costs climb and investments underdeliver.

Walmart, Instacart, and logistics startup Stord hope to benefit as brands try to compete with Amazon.

Ending merger talks frees both companies to focus on shoring up sales as prestige beauty demand wavers.

Traffic gains and sharper assortments widen the gap with full-price rivals.

All three are adding travel integrations to their platforms to become a one-stop shop for consumers.