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Many retailers beat earnings estimates last week, but one-time tariff refunds inflated results and masked underlying weakness in some cases.
Dollar General and Best Buy delivered high-quality beats, with strong comp sales growth that held up even after stripping out minimal tariff-refund contributions.
Williams-Sonoma outperformed a weak home furnishings sector with accelerating comp sales and raised margin guidance that excluded any ****** umed tariff refunds.
The retail sector was one of the biggest winners in earnings season, which was especially evident in some of the reports that rolled in last week. Eight major retailers reported earnings within 48 hours, and nearly all beat on headline numbers. But headline numbers rarely tell the story, and this quarter was especially deceiving. Tariff refunds have done to earnings what steroids did to baseball players in the 1990s, and these juiced results can mask underlying weakness.
#retailers #last #results
Many retailers beat earnings estimates last week, but one-time tariff refunds inflated results and masked underlying weakness in some cases.
Dollar General and Best Buy delivered high-quality beats, with strong comp sales growth that held up even after stripping out minimal tariff-refund contributions.
Williams-Sonoma outperformed a weak home furnishings sector with accelerating comp sales and raised margin guidance that excluded any ****** umed tariff refunds.
The retail sector was one of the biggest winners in earnings season, which was especially evident in some of the reports that rolled in last week. Eight major retailers reported earnings within 48 hours, and nearly all beat on headline numbers. But headline numbers rarely tell the story, and this quarter was especially deceiving. Tariff refunds have done to earnings what steroids did to baseball players in the 1990s, and these juiced results can mask underlying weakness.
#retailers #last #results
7 days ago
