Last updated August 27, 2026

Key Earnings Season Events

• Amazon delivered a strong performance, aided by Prime Day sales, steady ecommerce growth, and a fast-growing ad business. Its push into grocery, everyday essentials, and faster delivery is driving more frequent purchases and helping attract routine spending.
• Walmart gained share in Q2 despite posting its slowest US comparable sales growth in over six years, as the retailer’s ecommerce business and price rollbacks helped offset a decline in in-store sales.
• Target posted its second-straight quarter of sales growth, a sign that efforts to revamp its merchandising and stores are bringing back shoppers. The retailer benefited from nearly $1 billion in tariff refunds, which were used to lower prices and protect margins.
• Dollar Tree and Dollar General gained market share as their strong value proposition drove more spending from middle- and high-income shoppers and their core low-income customers.
• Best Buy topped expectations, with growth across most of its major categories, led by home theater and computing, as well as emerging areas like AI glasses, trading cards, and health rings.

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