Insight Report PremiumEarnings Insights 2Q26, Week 7: Abercrombie, Burlington and Ulta Deliver Strong Results; DICK’S Cuts Outlook Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research September 4, 2026 Reasons to ReadDiscover what the latest retailer earnings reveal about consumer resilience, apparel momentum and how tariff refunds could reshape competitive investment. Read this report to discover answers to these and other questions: How resilient is the US consumer, despite softer comparable-sales growth at some major retailers? What is driving the continued strength of the US apparel market, and how are GLP-1 adoption and tax refunds affecting demand? How is retail media becoming an increasingly important contributor to retailers’ profits? Where should retailers deploy tariff-refund capital to build longer-term competitive advantage? Companies mentioned in this report include: Abercrombie & Fitch, ANTA Sports Products, Burlington Stores, DICK’S Sporting Goods, The Gap Inc., Urban Outfitters, Bath & Body Works, Ulta Beauty, Best Buy, Kohl’s Corporation, Dollar General Corporation, Dollar Tree, PDD Holdings, Coles Group, Woolworths Group Limited and Williams-Sonoma. Data in this report include: company financial results, US retail sales growth; estimated retail-only inflation; inferred real sales growth. 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
