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EMARKETER

Live Earnings Report: Retail & Ecommerce Tracker Q1 2026

Report by Zak Stambor, Rachel Wolff  |  May 19, 2026
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About This Report
Q1 results show how the biggest retailers are managing uncertainty as the Iran war pressures consumer spending
Topics
Retail Sales
Retail Ecommerce Sales
United States

Key Earnings Season Highlights

  • Amazon's growth accelerated across retail segments and high-margin advertising. Faster delivery, logistics investments, and expanded AI ad tools bolstered customer engagement and spending.
  • Home Depot beat expectations as demand from smaller projects and pro customers helped offset weak housing-driven spending, even as consumers pulled back on big-ticket renovations.

Company Updates

authors

Zak Stambor, Rachel Wolff

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