Earnings news and trends

The RealReal Expands AI Push as Luxury Buyers Spend More
Retail // February 26, 2026

The RealReal’s latest earnings message is less about a single quarter’s sales tally and more about how the luxury reseller thinks artificial intelligence can rewire the work behind every listing, from deciding which sellers to pursue to getting more items authenticated, described and priced fast...

TD Bank Scales AI to Fix AML Program
Earnings // February 26, 2026

Artificial intelligence (AI) and machine learning are playing a key role in TD Bank Group’s “No. 1 priority,” its U.S. anti-money laundering (AML) remediation program, an executive said Thursday (Feb. 26) during the bank’s first quarter 2026 earnings call. Get the Full Story Complete the...

Krispy Kreme Loyalty Program Tops 17 Million Amid Digital Shift
Earnings // February 26, 2026

Krispy Kreme is pivoting the business model of its doughnut shops. 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...

GoodRx Targets Digital Subscription Growth Amid 14% Dip in Active Consumers
Earnings // February 26, 2026

The prescription experience has started to resemble other parts of digital commerce: shoppers want clear pricing, fewer handoffs and a quicker path from decision to fulfillment. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS...

Interviews & Exclusives
Walmart Highlights Higher-Income Growth as Lower-Income Shoppers Face Pressure

February 19, 2026
Talk about raining on the parade. New Walmart CEO John Furner’s first earnings call was dampened by the news Thursday morning (Feb. 19) that it had been surpassed by Amazon in terms of total sales. That and a tepid forecast led to a lackluster start to Furner’s first showing with Wall Street analysts. And while […]

CPG CEOs Say Consumers Keep Buying Despite Affordability Pressures

February 13, 2026
If one theme connected fourth-quarter earnings calls across consumer packaged goods companies and discretionary brands, such as toymakers, it was the emergence of a consumer economy defined by prioritization rather...

Coinbase’s $667 Million Loss Snaps Eight-Quarter Profitability Streak

February 12, 2026
The digital asset economy’s early growth was driven primarily by speculative trading. It still is today. Get the Full Story Complete the form to unlock this article and enjoy unlimited...

Shopify Leans Into AI Commerce as Profit Pressure Mounts

February 11, 2026
The eCommerce landscape is changing, and infrastructure platforms like Shopify are at the center of this shift. Get the Full Story Complete the form to unlock this article and enjoy...

Quick Reads
Duolingo Bets on User Growth to Outpace AI Disruption

February 27, 2026
Duolingo said Thursday (Feb. 27) that it plans to shift its focus from financial growth to user growth amid a challenge posed by artificial intelligence. 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, […]

TD Bank Scales AI to Fix AML Program

February 26, 2026
Artificial intelligence (AI) and machine learning are playing a key role in TD Bank Group’s “No. 1 priority,” its U.S. anti-money laundering (AML) remediation program, an executive said Thursday (Feb....

Krispy Kreme Loyalty Program Tops 17 Million Amid Digital Shift

February 26, 2026
Krispy Kreme is pivoting the business model of its doughnut shops. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content...

Nubank Profits Jump as Customer Base Grows 15%

February 26, 2026
Brazil’s Nubank saw profits jump 50% as it expanded its Latin American customer base. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all...