Budget-Conscious Shoppers Keep TJX Strong, Yet Q3 Guidance Misses Consensus
TJX expects Q3 adjusted EPS of $1.30 to $1.32, below the $1.35 consensus, with comparable sales growth of 2% to 3% amid resilient off-price demand.
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#Earnings Movers↓
Target’s Solid Q2 Masked by One-Time Tariff Refunds as Shares Slip
Target posts strong Q2 results and lifts full-year guidance on turnaround progress, yet mixed investor reaction reflects uneven categories and one-time tariff boosts.
Lowe’s Cuts Full-Year Forecast After Soft Second Quarter; Pro and Online Sales Provide Lift
Lowe’s says business is on a “good trajectory” into Q3 with expected strength & momentum in its Total Home strategy in 2H26, while focusing on market share gains and cost discipline.
Estée Lauder Beats Expectations as Strong China Demand Fuels Fiscal 2026 Growth
Estée Lauder posts stronger fiscal 2026 results with 5% sales growth and higher margins, driven by China demand. Raises 2027 profit outlook above consensus.
Einride’s $145M Tesla Semi Deal Set to Triple Its Fleet by 2028
Einride will add 500 Tesla Semis to its fleet—the biggest public order yet—tripling capacity for Amazon routes starting September 2026.
Klarna Q2 Profit Beat Overshadowed by Trimmed Volume Forecast and Leadership Changes
Klarna shares dropped after trimming full-year GMV guidance, despite a strong Q2 profit of $9M, 27% revenue growth, and higher margins.