Consumer & Retail Earnings & Financial Results — Latest Quarter

lululemon's Q2 FY2026 results were defined by an Americas-led comparable sales decline and higher SG&A, partially offset by a $134.5 million IEEPA tariff refund and continued international growth.

Ross Stores delivered 13% sales growth and a 70.5% increase in diluted EPS in Q2 FY2026, aided by a 10% comparable store sales gain and a one-time IEEPA tariff refund.

TJX's Q2 FY2027 results were boosted by a $219 million net IEEPA tariff refund, with net sales up 5% to $15.2 billion and diluted EPS up 24% to $1.36.

Target's Q2 FY2026 results were boosted by a $994 million tariff refund, with net sales up 5.3% and diluted EPS up 100.5% to $4.11, though underlying operating income growth excluding the refund was about 19%.

Walmart's Q2 FY2027 revenue grew 5.9% and operating income jumped 28.8%, but net income fell 9.4% as a one-time tariff refund boosted margins while fair-value losses on investments and higher operating expenses pressured the bottom line.

Lowe's Q2 FY2026 revenue rose 8.3% to $25.96B with comparable sales up 0.2%, but gross margin compression kept net income roughly flat at $2.40B.

Home Depot's Q2 FY2026 results showed mid-single-digit revenue and earnings growth supported by the GMS acquisition and tariff refunds, while SG&A growth outpaced sales and pressured operating margin.

McDonald's Q2 FY2026 results featured slowing comparable sales growth and the launch of a new strategic plan, as rising costs and U.S. traffic declines offset international strength.

Disney's Q3 FY2026 revenue grew 7% to $25.2 billion and operating income jumped 21%, but net income halved due to a prior-year one-time Hulu tax benefit.

Starbucks' Q3 FY2026 results were dominated by the China joint venture closure, delivering a one-time gain and a shift to a higher-margin licensed model, while North America comparable sales grew 8.1%.

In FY2026, NIKE's revenue was roughly flat at $46.4B (+0.2% YoY) and gross margin expanded modestly to 42.9%, but net income fell 3.4% to $3.108B and operating cash flow dropped 22.4% to $2.868B as North America growth was offset by steep declines in Greater China and Converse amid ongoing brand and marketplace reset efforts.

Costco delivered strong Q3 FY2026 results with revenue of $70.5B (+11.6% YoY) and net income of $2.19B (+15.2% YoY), driven by robust membership-driven sales growth while maintaining its characteristically lean ~4% operating margin.