Insight Report PremiumEarnings Insights 2Q26, Week 6: Target, Ross and BJ’s Post Strong Results; Walmart US Weakens Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 27, 2026 Reasons to ReadDiscover what the latest retail earnings reveal about consumer resilience, profitability and the outlook for major retailers and brands. Read this report to discover answers to these and other questions: What key themes emerged from the latest earnings season, including retail media, apparel resilience, consumer windfalls and the impact of tariff refunds? How are retailers deploying tariff-refund capital across store experience, pricing and future technology readiness? Which companies raised, lowered or reaffirmed their financial outlooks, and what do their updated guidance ranges indicate for the quarters ahead? Companies mentioned in this report include: Li Ning, Ross Stores, TJX, Coty, Estée Lauder, Alibaba, Lowe’s, Home Depot, Walmart, Target, BJ’s Wholesale Club, Aritzia, Primark, Fast Retailing, Levi’s, Under Armour, PUMA, Columbia Sportswear, PepsiCo, VF Corporation, Floor & Decor, Amazon, Colgate-Palmolive, Kimberly-Clark, Procter & Gamble, Tapestry, Deckers, Adidas, Crocs, Levi Strauss, Tractor Supply and Wayfair. 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
