Earnings news and trends

FedEx’s Network 2.0 Overhaul Shows Resilience Now Beats Reach in Logistics
Earnings // December 18, 2025

For decades, logistics giants competed on reach. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter, PYMNTS Today. By completing this form, you agree...

Costco’s Digital Sales Surge 21% as Members Maintain Spending
Retail // December 11, 2025

Costco’s digital transformation continues, as the fiscal first quarter delivered double-digit growth in digital comparable sales and engagement with the app, and warehouse members are showing what management termed “consistency” in their spending even amid economic uncertainty. Get the Full Story Complete the form to...

Adobe Forecasts Continued Revenue Growth as Customers Adopt AI-Powered Tools
artificial intelligence // December 10, 2025

Adobe expects to see revenue of $25.9 billion to $26.1 billion in fiscal year 2026, saying its growth will be driven in part by the rapid adoption of its artificial intelligence-powered tools. Get the Full Story Complete the form to unlock this article and enjoy...

Stitch Fix Says AI Images Support Growth as Customers Share Them 
artificial intelligence // December 07, 2025

A new artificial intelligence-powered tool that lets shoppers see how they would look in different outfits is resonating with clients, Stitch Fix CEO Matt Baer said Thursday (Dec. 4). Get the Full Story Complete the form to unlock this article and enjoy unlimited free access...

Interviews & Exclusives
Retailers Lean on Digital as Cost Pressures Rewrite Q3

November 26, 2025
The latest earnings from Kohl’s, Burlington Stores and Dick’s Sporting Goods, all released Tuesday (Nov. 25), show a consumer who is still spending but doing so in tighter, more income-constrained ways. Management across all three retailers described households stretching paychecks, delaying seasonal purchases and focusing on value, timing and convenience. Tariffs are also playing a […]

FinTech IPO Index Loses 6.6% as Klarna Sinks After Earnings

November 21, 2025
The tech stock doldrums that marked broader markets this week also swayed the FinTech IPO Index, to the downside, as our names lost 6.6% collectively. Get the Full Story Complete...

Klarna Sees Future as Neobank as Growth Accelerates

November 18, 2025
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...

FinTech IPO Index Dips 0.9% as Platform Earnings Ding Stocks

November 14, 2025
For the FinTech IPO Index, it was all earnings, all the time. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all...

Quick Reads
Albertsons Says AI Shopping Assistant Increased Customers’ Basket Size by 10%

January 07, 2026
Albertsons Companies is seeing early results of its deeper integration of data and artificial intelligence, and the firm expects these resources to serve as the core of its transformation efforts, executives said Wednesday (Jan. 7) during an earnings call. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access […]

Adobe Forecasts Continued Revenue Growth as Customers Adopt AI-Powered Tools

December 10, 2025
Adobe expects to see revenue of $25.9 billion to $26.1 billion in fiscal year 2026, saying its growth will be driven in part by the rapid adoption of its artificial...

Stitch Fix Says AI Images Support Growth as Customers Share Them 

December 07, 2025
A new artificial intelligence-powered tool that lets shoppers see how they would look in different outfits is resonating with clients, Stitch Fix CEO Matt Baer said Thursday (Dec. 4). Get...

RBC Expects to Gain Over $700 Million of Enterprise Value From AI

December 03, 2025
Royal Bank of Canada (RBC) is on track to meet its target of $700 million to $1 billion of enterprise value from artificial intelligence by 2027, according to RBC President...