Retail & supply chain
How goods are priced, stocked and moved — e-commerce, freight, warehousing and ports.
Reporting
4 storiesTarget's second-quarter net earnings reached $1.877 billion on tariff refunds and underlying sales growth of 3.8 percent
The retailer reported second-quarter net earnings of $1.877 billion, with $994 million in tariff refunds contributing $752 million to net earnings, while comparable sales grew 3.8 percent and it raised full-year guidance.
Nike secures tariff refunds as retailers report mixed margin results
Nike recognized $986 million in IEEPA tariff recovery while TJX and Walmart improved margins, though results varied across the retail sector in fiscal 2026.
Procter & Gamble guides FY 2027 growth to 1–3% amid cost headwinds
The consumer goods company forecasts earnings growth of 0–3% as higher energy, transportation and raw material costs will reduce earnings by $1 billion after-tax.
Walmart issued Q2 guidance in May and held its FY2027 outlook
Walmart's 21 May first-quarter release forecast second-quarter net sales growth of 4% to 5% and adjusted operating income growth of 7% to 10%, both in constant currency, and left the fiscal 2027 outlook unchanged.