Earnings news and trends

Costco Digital Innovations Fuel 22.6% Online Growth
Retail // March 05, 2026

Costco is seeing measurable benefits from its latest digital initiatives both in-store and online, Costco President, CEO and Director Ron Vachris said Thursday (March 5). Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content...

Pattern Group Revenue Rises 40% as AI Product Discovery Reshapes eCommerce
eCommerce // March 05, 2026

Pattern Group’s fourth quarter results, posted after the market closed on Thursday (March 5), reflect broader shifts underway in digital retail as brands expand across more marketplaces and artificial intelligence begins to influence how consumers discover products online. Get the Full Story Complete the form...

Kroger’s New CEO Bets on Deals, AI and eCommerce to Boost Sales
Earnings // March 05, 2026

Kroger’s new CEO Greg Foran is signaling a shift in strategy toward sharper pricing and stronger digital engagement as the grocery giant looks to accelerate sales growth. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all...

Corporate Earnings Confirm PYMNTS Data on a Cautious but Active Consumer
Consumer Insights // March 04, 2026

Corporate earnings releases and conference calls often serve as a real-time test of economic narratives. 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,...

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
Consumer Discretionary Brands Face Steepest Earnings Slump Since 2020

March 06, 2026
Companies in the S&P 500 consumer discretionary sector are lagging behind other sectors in earnings due tohigh costs and soft demand, Bloomberg reported Friday (March 6). 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 […]

Costco Digital Innovations Fuel 22.6% Online Growth

March 05, 2026
Costco is seeing measurable benefits from its latest digital initiatives both in-store and online, Costco President, CEO and Director Ron Vachris said Thursday (March 5). Get the Full Story Complete...

Kroger’s New CEO Bets on Deals, AI and eCommerce to Boost Sales

March 05, 2026
Kroger’s new CEO Greg Foran is signaling a shift in strategy toward sharper pricing and stronger digital engagement as the grocery giant looks to accelerate sales growth. Get the Full...

Off-Price Retailer Ross Stores Seizes Mainstream Market Share

March 03, 2026
Off-price retailer Ross Stores saw “robust” comparable store sales growth in the fourth quarter, crediting the expansion in part to its success in drawing shoppers away from mainstream retailers. Get...