Insight Report Premium2Q26 Earnings Season Wrap-Up: 85% Grow Sales and 75% Beat EPS, Led by Apparel, Discount and E-Commerce Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research September 16, 2026 Reasons to ReadDiscover how 2Q26 earnings reveal a resilient but increasingly selective consumer and diverging performance across retail sectors. Read this report to discover answers to these and other questions: Which retail sectors and companies delivered the strongest 2Q26 sales growth? How resilient is consumer demand, and does Walmart’s softer US comparable-sales growth signal a broader slowdown? Where is retail media driving an increasingly significant contribution to profits? What is sustaining US apparel growth, and why are some major brands falling behind? How are tariff refunds creating opportunities for retailers to strengthen pricing, store experience and technology? Companies mentioned in this report include: Coresight 100 companies such as Walmart, TJX, Ross Stores, Amazon, Lululemon Athletica, Estée Lauder, PepsiCo, Target, Home Depot, Lowe’s, and more. Data in this report include: company financial results, US retail sales growth; revenue, EPS and comparable-sales growth versus consensus; tariff-refund impacts and guidance. 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
