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Earnings

Amazon says groceries and essentials are growing ‘meaningfully faster’ than the rest of its Stores business

July 30, 2026

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Nike says it expects $986 million in IEEPA tariff refunds

June 30, 2026

Hits and misses from Q1 earnings season

May 23, 2026

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Unpacked: How agentic AI is reshaping the consumer journey

May 21, 2026

Walmart warns it may have to raise prices due to fuel costs

May 21, 2026

Target’s viral partnerships with Roller Rabbit, Parke and Pokémon are driving sales and foot traffic

May 20, 2026

Target reports first quarter of sales growth in more than a year

May 20, 2026

Amazon says its AI shopping assistant is gaining traction, with Rufus users up 115%

April 30, 2026

After nailing subscription, Chewy eyes AI and new categories

March 26, 2026

Target CEO says ‘busy families’ will be company’s focus as it seeks growth

March 06, 2026

Amazon surpasses Walmart in annual revenue for the first time

February 19, 2026

Dutch Bros plans more locations in 2026 after growing revenue by nearly 30% in 2025

February 13, 2026

Amazon set to pass Walmart in annual revenue for the first time after hitting $700 billion in sales

February 05, 2026

Amazon CEO expects to ‘find ways’ to partner with third-party AI shopping agents in the future

October 31, 2025

Nike, grappling with further fallout from tariffs, now expects $1.5B in annualized costs

September 30, 2025

In earnings reports, fashion brands clock continued fallout from tariffs and tease holiday plans

September 03, 2025

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Big-Box Briefing

Introducing the Modern Retail+ Big-Box Briefing

Modern Retail is launching a new product, exclusively for Plus subscribers: The Modern Retail+ Big-Box Briefing. We'll be covering how the winds are shifting for major players like Walmart, Target, Best Buy and more.

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