Value Retail

Strategy

Ross Stores Outlook Signals Value Retail Is Still Winning Consumer Dollars

Ross Stores raised its full-year outlook after a blowout quarter, suggesting value-focused retailers are still gaining shoppers across income groups as U.S. consumers stay cautious but keep spending selectively now.

Samuel Berrit OlamMay 24, 2026

Strategy

Walmart Earnings Highlight Digital Strength but Growing Consumer Strain

Walmart earnings showed resilient digital and grocery demand, but weaker quarterly guidance and higher fuel costs exposed growing consumer stress, underscoring how even retail leaders must balance scale with caution.

Samuel Berrit OlamMay 22, 2026

Strategy

TJX Earnings Show Discount Retail Winning the Value Squeeze

TJX earnings showed discount retail gaining share as cautious shoppers chased value, helping the T.J. Maxx owner lift sales, margin, profit, and buyback guidance despite higher fuel costs this year.

Samuel Berrit OlamMay 22, 2026

Ross Stores Outlook Signals Value Retail Is Still Winning Consumer Dollars

Walmart Earnings Highlight Digital Strength but Growing Consumer Strain

TJX Earnings Show Discount Retail Winning the Value Squeeze

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