Quote from Kohl’s current CEO, Michael J. Bender: “We are pleased with our start to 2026. Our key initiatives continue to drive progressive improvements to the business, resulting in our best comparable sales performance in over four years. In addition, we continue to manage the business with great discipline leading to strong expense management, cleaner inventories, and an improved balance sheet.” Key Takeaways: Kohls reported its highest comparable sales growth in four year

Key Takeaways: Best Buy returned to positive comparable sales growth in Q1, signaling improving momentum as the company continues navigating a cautious consumer environment. Growth in gaming, computing, mobile phones, services, advertising, and marketplace expansion helped drive stronger performance during the quarter. CEO Corie Barry announced plans to step down at the end of Q3, with longtime Best Buy executive Jason Bonfig set to take over as CEO. (Effective November 1st,

T O P H I G H L I G H T S: Target is doubling down on long-term growth. Leadership made it clear that Q1 was encouraging, but not enough to call it a lasting trend yet. Investments in stores, payroll, remodels, supply chain, and technology are all being positioned as part of a multi-year rebuild strategy. "Newness" is becoming a major focus again. Executives repeatedly pointed to assortment refreshes, large-scale category resets, and culturally relevant partnerships as key

Quote from Kohl’s current CEO, Michael J. Bender: “In 2026, we are committed to further strengthening our foundation by addressing operational opportunities, building on our strengths, and modernizing our processes. We are confident that the work we are investing in now is essential for Kohl’s long-term benefit.” This addresses much of what we have been hearing and expecting from Kohl’s. After a consistent stretch of tough quarters, they have continued doubling down on reduci

T O P H I G H L I G H T S: Planned incremental investment of over $2 Billion back into the business this year. $1B in capital for new stores and remodels, $1B to PNL to invest in the store experience, including labor. High Level Digital: Same Day Delivery grew +30% over 2025, with Target Circle 360 membership doubling in 2025. Expect to see an expanded focus on personalized rewards starting this Spring, and increased leaning into Deal Days. Bold, purposeful change in the

Key Takeaways: Best Buy nearly doubled its ad partner count year over year, signaling a continued focus on driving profitability despite a challenging macro environment. The company expanded its digital marketplace in 2025, significantly increasing available product assortment and strengthening its online value proposition. The company expanded its digital marketplace in 2025, significantly increasing available product assortment and strengthening its online value proposition

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Key Takeaways: Best Buy delivered enterprise-wide comparable sales growth of 2.7%, marking their strongest quarterly performance in years and driven by gains in computing, gaming and mobile phones. The company raised its full-year FY26 revenue guidance and lifted its adjusted EPS outlook, reflecting confidence heading into the holiday season. Best Buy saw stronger customer experience ratings, and marked the quarter with the launch of its new Best Buy Marketplace, expanding it

Key Takeaways: Kohl’s outperformed expectations for the third straight quarter. CEO Michael Bender highlighted strong discipline, solid cash flow, and progress across its 2025 strategic initiatives. Kohl’s will launch MAC Cosmetics in over 850 Sephora at Kohl’s locations in Spring 2026, expanding its prestige beauty lineup and reinforcing Sephora as a key driver of discovery and newness for customers. Impulse queueing lines continued to drive significant growth, now rolled ou