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First Quarter Earnings: Sharpening Sector Divergence

Q1 2026 U.S. Retail Scorecard – Update May 20, 2026

Retail: Consumer Resilience In A Consolidating Market

Q1 2026 U.S. Retail: Broadline Retail Powers Earnings Growth As Household Durables Weaken

April U.S. Retail Sales Rise As Expected; Default Risk Climbs

Rethinking U.S. Equity Exposure Through Sectors

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April Retail Sales About As Expected - Consumers Spending At A Modest Pace

U.S. Retail Sales Suggest Resilience In The Face Of Cost Pressures

Patchwork Growth Meets Resilient Market Sentiment

March Retail Surge Hides Warning Signs For Consumers

Did Americans Scrimp At Other Retailers To Buy Gas? Nope, Not Americans. Born To Splurge