Walmart’s third-quarter 2026 earnings results, released Thursday (Nov. 20), show that value remains the dominant force shaping consumer behavior, with shoppers increasingly using digital channels to find it. Across income levels, customers gravitated toward Walmart’s pricing, assortment and fast fulfillment options, driving a 27% global...
During Nvidia’s third-quarter earnings presentation on Thursday (Nov. 19), CEO Jensen Huang pushed back on the idea that artificial intelligence (AI) spending is overheated. “There’s been a lot of talk about an AI bubble. From our vantage point, we see something very different,” he said....
T.J. Maxx/Marshalls parent TJX says it is seeing robust sales ahead of the holidays. The off-price retailer released earnings Wednesday (Nov. 19) showing a 5% uptick in comparable sales for the quarter, driven by lower-income consumers. “We believe this is a testament to our value proposition and treasure-hunt shopping experience, which...
Target’s third-quarter 2025 earnings results suggest that consumers are under growing pressure, a dynamic that could shape holiday spending patterns across the retail sector. While inventory is tight heading into the fourth quarter, management said shoppers remain cautious and selective, creating an uncertain backdrop for...
The challenges of today’s economy continue to weigh on consumer confidence. Against that backdrop, retailers in mature markets are switching gears to unlock new value across non-consumer segments. This is the case with home improvement company Lowe’s, which shared during its third-quarter 2025 earnings report...
Klarna’s third-quarter earnings update Tuesday (Nov. 18), its first earnings report as a publicly listed company, detailed a strategic transformation that seeks to push the brand beyond payments and into the competitive arena of full-scale digital banking. CEO Sebastian Siemiatkowski framed the opportunity as technological...
When it comes to consumer and corporate confidence, the bellwethers are increasingly ringing the alarm. That was the case on Home Depot’s third-quarter 2025 investor earnings call Tuesday (Nov. 18). “We believe that consumer uncertainty and continued pressure in housing are disproportionately impacting home improvement...
Digital innovation has long been viewed as a panacea for complexity. Across global logistics, that panacea, in the form of digital booking and payments solutions, is increasingly under pressure to deliver. Freightos CEO Zvi Schreiber said during his company’s third-quarter 2025 earnings call Monday (Nov....
In its first earnings call as a publicly traded company, Figure Technology Solutions illuminated a broadening of blockchain-based lending beyond mortgages and home equity to private and consumer credit. Third-quarter 2025 earnings results revealed Friday (Nov. 14) that consumer loan marketplace volumes reached roughly $2.5...