Earnings/page/2 news and trends

Markets Watch Upcoming Samsung Earnings for Signs of Cooling AI Demand

October 07, 2026
Samsung
CarMax Earnings to Reveal Consumer Appetite for Big Purchases
Earnings // September 28, 2026

When used car retailer CarMax holds its earnings call Tuesday (Sept. 29), investors and analysts will be looking for insights into the company’s progress on its turnaround plan as well as commentary on consumer trends, Bloomberg reported Monday (Sept. 28). This year has seen the...

Costco Wins Younger Shoppers With Expanded Third-Party Same-Day Delivery
Earnings // September 25, 2026

Costco’s third-party same-day delivery offering is helping draw younger customers to the retailer, CEO Ron Vachris said Thursday (Sept. 24) during the company’s quarterly earnings call. Costco highlighted its expansion of third-party same-day delivery channels in the United States in a presentation released Thursday, saying that this is...

Stitch Fix AI Try-Ons Drive Surge in Shopper Spend
eCommerce // September 23, 2026

Online personal styling service Stitch Fix is seeing a “significant lift” in spending from clients who engage with its tool that lets them see artificial intelligence-generated images of themselves wearing the outfits they’re considering, Stitch Fix CEO Matt Baer said during a Wednesday (Sept. 23)...

Chewy Puts a $50 Million Price Tag on AI Productivity
Artificial Intelligence // September 18, 2026

Many companies can’t put a number on what artificial intelligence does for their productivity. Chewy has one. Chewy CEO Sumit Singh said on the company’s second-quarter earnings call that Chewy expects AI to reduce its costs by about $50 million in fiscal 2027, up from...

Interviews & Exclusives
Dollar General and Dollar Tree Gain as Shoppers Trade Down

August 28, 2026
Dollar stores are getting more business from middle- and high-income households at the same time that their traditional low-income customers remain under pressure from the cost of necessities. The split was visible in second-quarter earnings results reported Thursday (Aug. 27) by Dollar General and Dollar Tree. Dollar General said it continued to see customers trade […]

How Jack Henry, FIS and nCino Put Bank Modernization to Work

August 27, 2026
Earnings season is showing that bank modernization demand is landing in faster payments, cloud and digital banking, and artificial intelligence tools aimed at credit, fraud and other defined operating workflows....

Walmart’s Grocery Lead Faces a Higher-Margin Test

August 19, 2026
Walmart reports earnings Thursday (Aug. 20), and it enters with a valuable retail advantage that looks both powerful and underused. It captures the weekly grocery trip, yet Amazon increasingly captures what...

Retail Earnings Will Show What Stretched Consumers Protect

August 17, 2026
America’s biggest retailers are about to turn a weak government sales report into a six-company test of consumer endurance. U.S. retail and food service sales fell 0.6% in July, the...

Quick Reads
Markets Watch Upcoming Samsung Earnings for Signs of Cooling AI Demand

October 07, 2026
When Samsung Electronics releases its preliminary third quarter results Thursday (Oct. 8), analysts will be looking for data on whether memory chip margins have peaked and whether the artificial intelligence spending boom remains durable, Reuters reported Wednesday (Oct. 8). Samsung will release its preliminary third quarter results Thursday, and more detailed data for the quarter […]

CarMax Earnings to Reveal Consumer Appetite for Big Purchases

September 28, 2026
When used car retailer CarMax holds its earnings call Tuesday (Sept. 29), investors and analysts will be looking for insights into the company’s progress on its turnaround plan as well...

Costco Wins Younger Shoppers With Expanded Third-Party Same-Day Delivery

September 25, 2026
Costco’s third-party same-day delivery offering is helping draw younger customers to the retailer, CEO Ron Vachris said Thursday (Sept. 24) during the company’s quarterly earnings call. Costco highlighted its expansion of third-party...

Stitch Fix AI Try-Ons Drive Surge in Shopper Spend

September 23, 2026
Online personal styling service Stitch Fix is seeing a “significant lift” in spending from clients who engage with its tool that lets them see artificial intelligence-generated images of themselves wearing...