Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer EconomyLooking back on the latest earnings season for retail stocks, an unusual K-shaped pattern emerges: lower-income households appear to be struggling, with some value stores having a difficult time reconciling their low prices against increasingly costly inventory. At the same time, though, a handful of specialized stores, including homeowner and contractor supply chains, have had unexpected strong quarters in numerous respects.
MarketBeat9/4/2026Negative