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Tariff Peak, 'Gold Lap Effect' Weigh On Costco's May Sales, Says JPMorgan
Thursday, June 5, 2025 - 12:55pm | 473JPMorgan analyst Christopher Horvers reiterated an Overweight rating on Costco Wholesale Corporation (NASDAQ:COST) after the company reported May sales results on Wednesday. The company reported net sales of $20.97 billion for the four weeks ended June 1, 2025, up 6.8% year-over-year. Comparable...
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Dick's Sporting Goods Navigates Tariff Pressures, Yet Foot Locker Deal Lingers As 'An Overhang'
Thursday, May 29, 2025 - 12:10pm | 630Shares of Dick’s Sporting Goods Inc. (NYSE:DKS) rose in early trading on Thursday despite the company reporting an earnings miss for the first quarter on Wednesday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Dick’s Sporting...
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Costco Wholesale Q3 Earnings Preview: Will Company Discuss Price Increases After Prior Trump Team Backlash?
Wednesday, May 28, 2025 - 6:22pm | 944Retailer Costco Wholesale Corporation (NASDAQ:COST) could provide a look at consumer spending and tariffs when the company reports third-quarter financial results Thursday after market close. Here is a look at the analyst estimates, what analysts are saying before the results and key items to watch...
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$1 Items, Made Outside China: Here's How Target Has Been Tariff-Proofing Its Shelves, With Price Hikes 'The Very Last Resort'
Thursday, May 22, 2025 - 6:27am | 647As tariffs rattle retailers in the U.S., Target Corp. (NYSE:TGT) is showing how years of quiet supply chain maneuvering can pay off. What Happened: During its first-quarter earnings call on Wednesday, Target highlighted its commitment to keeping entry-level price points intact, even as it braces...
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Walmart Growth Prospects Remain Solid But Tariff Uncertainty Lingers, Analysts Say
Friday, May 16, 2025 - 11:57am | 629Shares of Walmart Inc (NYSE:WMT) were climbing in early trading on Friday, despite the company Thursday reporting mixed first-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Walmart Analyst Robert Ohmes maintained a...
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Lowe's Lowdown? Analyst Sees Weaker Sales Than Consensus, Cites Weather Woes
Tuesday, May 6, 2025 - 2:31pm | 440JPMorgan analyst Christopher Horvers lowered estimates for Lowe’s Companies Inc. (NYSE:LOW) ahead of the company’s first-quarter earnings release on May 21. The analyst says that based on the industry analysis and data insights, he is cutting first-quarter comparable sales estimates to...
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Lowe's Buys Artisan Design Group, Bullish Analyst Explains Synergies
Tuesday, April 15, 2025 - 11:27am | 273Lowe’s Companies Inc. (NYSE:LOW) announced Monday that it has entered into a definitive agreement to acquire Artisan Design Group (ADG) from The Sterling Group for $1.325 billion. "The biggest synergy opportunity is on the topline,"according to JPMorgan. The Lowe’s Companies...
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Why This RH Analyst Is Slashing Price Target By Almost 50%
Monday, April 14, 2025 - 11:56am | 283RH's (NYSE:RH) sales are gaining momentum and margins have inflected positive, with easy comps suggesting expansion through the first half of 2025, according to JPMorgan. The RH Analyst: Analyst Christopher Horvers reiterated an Overweight rating, while slashing the price target from $510 to $250...
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Costco Posts Strong March Sales, Analysts Highlight Uptick In Purchases Ahead Of Tariffs
Thursday, April 10, 2025 - 1:35pm | 493Costco Wholesale Corp (NASDAQ:COST) reported upbeat March sales on Wednesday. Here are some key analyst takeaways. Goldman Sachs analyst Kate McShane maintained a Buy rating, while raising the price target from $1,102 to $1,118. JPMorgan analyst Christopher Horvers reiterated an Overweight rating...
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This Wayfair Analyst Cuts Forecast After Workforce Reduction Announcement
Monday, March 10, 2025 - 11:00am | 327Shares of Wayfair Inc (NYSE:W) were declining after the company announced a planned technology workforce reduction. The company's technology replatforming led to the decision to close the Austin Tech Center and reduce its workforce, according to JPMorgan. The Wayfair Analyst: Analyst Christopher...
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Costco Wholesale Posts Q4 Earnings Miss; Performing Well Above Peers, Analysts Say
Friday, March 7, 2025 - 12:22pm | 753Costco Wholesale Corp (NASDAQ:COST) shares are down on Friday, after the company reported mixed fiscal second-quarter results. The results came in amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Costco Wholesale Analyst Kate McShane maintained a Buy rating...
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Target Q4 Beats Expectations, Analysts See Profit Pressure Ahead
Tuesday, March 4, 2025 - 12:26pm | 569Shares of Target Corp (NYSE:TGT) were trading lower on Tuesday, after the company reported its fourth-quarter results. The results came in amid an exciting earnings season. Here are some key analyst takeaways. Telsey Advisory Group On Target Analyst Joseph Feldman reiterated an Outperform rating...
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Home Depot Stays 'Steadfast' On Investments Amid Economic Uncertainty As It Expects 2% EPS Decline: JPMorgan Analyst Says 'Guidance Appears Conservative'
Wednesday, February 26, 2025 - 4:15am | 573Home Depot Inc. (NYSE:HD) reported a better-than-expected fourth quarter while issuing a cautious outlook for the next fiscal year. While the company remains confident despite “uncertain” macro conditions, this JPMorgan analyst terms the outlook as “conservative”. What...
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Home Depot Posts First Earnings Growth In 2 Years: Shares Up Despite Disappointing Guidance
Tuesday, February 25, 2025 - 2:49pm | 402Home Depot Inc (NYSE:HD) shares were climbing on Tuesday after the company reported upbeat fourth-quarter results. The results came in amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Home Depot Analyst Kate McShane reiterated a Buy rating and price target of...
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Costco Q1 Earnings Preview: Membership Fee Increase In Focus With Shares At All-Time Highs
Wednesday, December 11, 2024 - 4:04pm | 734Retailer Costco Wholesale Corporation (NASDAQ:COST) could show the early impact of a membership fee increase when the company reports first-quarter financial results Thursday after market close. Earnings Estimates: Analysts expect Costco to report first-quarter revenue of $62.12 billion, up from $...