Costco
Costco Q4 2025 Earnings Recap
On March 5th after the market closed Costco reported fiscal Q2 results that held few surprises, reinforcing its position as one of retail’s most consistent
Emily Helder
March 6, 2026
Category: Earnings Recaps
Earnings Recaps
Kroger Q4 2025 Earnings Recap
Kroger reported earnings on March 5th with Q4 total sales of $34.7B and identical sales (ex-fuel) of +2.4%, both slightly below expectations. Underlying sales drivers
Emily Helder
March 5, 2026
Target
Target Q4 2025 Earnings Recap
On March 3, 2025 Target hosted its annual Financial Community Meeting during which new CEO Michael Fiddelke and his leadership team reviewed the company’s Q4
Rachel Majors
March 4, 2026
Earnings Recaps
Walmart Q4 2025 Earnings Recap
On Thursday February 19th Walmart reported Q4 results that largely met expectations, with total consolidated revenue of $190.7B up 4.9%, and U.S. comps +4.6% consistent
Emily Helder
February 20, 2026
Amazon
Amazon Q4 2025 Earnings Recap
Amazon reported Q4 earnings on February 5th, and it was another strong quarter: $213.4B total revenue (above the guided range), with growth accelerating in both
Emily Helder
February 9, 2026
Costco
Costco Q3 2025 Earnings Recap
Costco reported fiscal Q1 results on December 11th after the market closed, delivering another strong quarter with net sales up 8.2% to $66.0B and US
Emily Helder
December 12, 2025
Earnings Recaps
Kroger Q3 2025 Earnings Recap
Kroger reported earnings on December 4th with total sales of $33.9B increasing 1% vs. last year, but coming in below investor expectations, resulting in the
Emily Helder
December 5, 2025
Earnings Recaps
Walmart Q3 2025 Earnings Recap
Walmart continued its winning streak November 20th with Q3 results that beat expectations. Total consolidated revenue reached $179.5B, up 5.8%, prompting another sales guidance raise
Emily Helder
November 21, 2025
Target
Target Q3 2025 Earnings Recap
On November 19th Target reported largely in-line Q3 2025 results that remained negative across key financial metrics including net sales (-1.5%), and comparable sales (-2.7%).
Emily Helder
November 20, 2025
Amazon
Amazon Q3 2025 Earnings Recap
Amazon reported a strong Q3 – revenue up +12% and growth across every major segment: AWS (+20%), Advertising (+22%), and Online Stores (+10%). Investors liked
Emily Helder
October 31, 2025
Costco
Costco Q2 2025 Earnings Recap
Costco once again proved its one of retail’s most resilient players. Q2 delivered +8.0% net sales to $84.4B and US comps +6.0%, with margin expansion
Emily Helder
September 29, 2025
Earnings Recaps
Kroger Q2 2025 Earnings Recap Draft
Kroger reported Q2 earnings today with total sales of $33.9B (flat YoY), but better-than-expected non-fuel ID sales up +3.4%. Two core pillars of the current
Rachel Majors
September 11, 2025
Earnings Recaps
Walmart Q2 2025 Earnings Recap
On Thursday August 21st Walmart reported another strong topline quarter, with total revenue of $177.4B up 4.8% and US comp store sales +4.6%, both above
Emily Helder
August 22, 2025
Earnings Recaps
Target Q2 2025 Earnings Recap
On August 20th Target reported sequential improvement in Q2 2025 topline results, with comp sales down 1.9% and net sales down 0.9% to $25.2B. Management
Emily Helder
August 20, 2025
Amazon
Amazon Q2 2025 Earnings Recap
Amazon released strong Q2 earnings on July 31, 2025 with better-than-expected revenue (+13%) driven by acceleration in Advertising and Stores sales and steady AWS growth
Emily Helder
August 4, 2025
Kroger
Kroger Q1 2025 Earnings Recap
Kroger reported strong Q1 2025 earnings on June 20th, bringing a welcome return to stability following the termination of the Albertsons merger and CEO transition
Emily Helder
June 23, 2025
Costco
Costco Q1 2025 Earnings Recap
Costco reported fiscal Q3 results on May 29th after the market closed, with net sales increasing 8.0% to $61.96B and comparable store sales also up
Emily Helder
May 30, 2025
Earnings Recaps
Target Q1 2025 Earnings Recap
On May 21st, Target reported disappointing Q1 2025 results, with comp sales down 3.8% and net sales down 2.8% to $23.8B, driven by softness in
Emily Helder
May 21, 2025
Earnings Recaps
Walmart Q1 2025 Earnings Recap
On Thursday May 15th, Walmart reported a strong quarter with total revenue +2.5% to $165.6B and U.S. comp store sales similar to last quarter, +4.5%.
Rachel Majors
May 15, 2025
Amazon
Amazon Q1 2025 Earnings Recap
Amazon released strong Q1 earnings on May 1st, with quarterly revenue and operating income both slightly better than guidance and expectations. A minor slowdown in
Emily Helder
May 2, 2025
Earnings Recaps
Walmart Q4 2024 Earnings Recap
Walmart reported Q4 earnings today, with total revenue reaching $180.6B (+4.1%) and US comp sales growing +4.6%, slightly exceeding expectations. The company’s focus on low
Emily Helder
February 20, 2025