Insight Report PremiumEarnings Insights 1Q26, Week 5: Five Below Grows Sales by One-Third; Macy’s “Reimagine” Stores Affirm That Execution Drives Growth Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 11, 2026 Reasons to ReadDiscover which retailers are outperforming as value, digital momentum and geopolitical pressures reshape 1Q26 earnings. Read this report to discover answers to these and other questions: Which major retailers and brands posted the strongest growth this earnings week? Why are value-oriented retailers benefiting most from current consumer behavior? How is the Middle East conflict affecting apparel, beauty and broader retail performance? Which companies raised, reaffirmed or lowered their fiscal 2026 outlooks? How are Costco, Ulta Beauty, Macy’s, Five Below and Dollar General signaling resilience in a pressured consumer environment? Companies mentioned in this report include: Inditex, Lululemon Athletica, PVH Corp., Bath & Body Works, Ulta Beauty, Macy’s, Dollar General, Dollar Tree, Five Below, Petco Health and Wellness, and Costco Wholesale. Data in this report include: US retail sales growth; reported retail sales growth, retail-only inflation and inferred real sales growth; company revenue, EPS, comparable sales and consensus estimates; sector-level earnings performance; guidance updates; and selected commentary on consumer behavior, tariffs, supply chain, energy shocks, technology and AI deployments. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
