GAP - Retail Roundup: Several Preliminary Earnings Announcements Alongside Macro Uncertainty

2025-05-28 01:45:00 ET

Summary

• M&A, CEO shakeups, full-year guidance pulled... drama unfolds within retail.
• We profile four recent earnings pre-announcements, while Nvidia reports numbers Wednesday night, and key macro data comes Friday.
• Executives and investors continue to wade through murky waters with the second half in sight.

Retailers, like much of the broader market, have reported better-than-expected Q1 earnings. Yes, there have been troublemakers like Target ( TGT ) and American Eagle ( AEO ), but Walmart ( WMT ), TJX Companies ( TJX ), and Home Depot ( HD ) didn’t point to an immediate severe consumer-spending slowdown....

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