Nike’s stock heads for its worst year ever as the company’s troubles mountThe company has faced struggles in China and in its sneaker business.Bill PetersOct 2, 2026
Target’s price cuts are a sign of strength, some analysts say. Investors disagree.A Jefferies analyst sees Target “prioritizing the health of the franchise over short-term profit optimization.”Bill PetersSep 29, 2026
Here’s what Netflix skeptics are getting wrong about the stock, according to an analystNetflix investors are too worried about the U.S. and are overlooking gains abroad, Deutsche Bank argues.Bill PetersSep 29, 2026
PepsiCo plans to raise prices on sodas, chips and dip — and that has Wall Street worriedTD Cowen analysts flagged the company’s “shifting narrative on affordability” as a risk.Bill PetersSep 28, 2026
Nike’s stock is one of the worst in the S&P 500 — and BofA says it’s not done slidingBofA analysts say they now expect falling sales through May, dashing prior hopes for a “spring inflection.”Bill PetersSep 25, 2026
Costco’s results beat expectations. Here’s why investors are still cautious.Tariff refunds helped deliver a profit beat during Costco’s fourth quarter.Bill PetersSep 24, 2026
What’s behind Royal Caribbean’s ‘highly surprising’ push into Sandals vacation resortsRoyal Caribbean plans to take a 50% stake in Sandals, a move that gives the cruise line access to wealthier customers.Bill PetersSep 23, 2026
McDonald’s is making a historic bet on chicken — and AI — to bring back customersInvestors aren’t sold on plans to introduce new McNugget flavors, and an analyst recently noted that McDonald’s has struggled to break through on chicken-related innovation.Bill PetersSep 23, 2026
Snoopy cups at Starbucks and McDonald’s SpongeBob toys are commanding huge markups on eBayAdults are scooping up promotional items out of nostalgia — and playing into a frenzy around collectibles .Bill PetersSep 20, 2026
Netflix is too focused on podcasts and not enough on good shows, analysts say“We see breakout hits as a must for the stock to work again,” Wells Fargo analysts said as they cut their rating on shares of the streaming platform.Bill PetersSep 18, 2026
Pokémon has turned 30, and Target is set to cash in on the anniversary crazeAs people clamored for Pokemon’s 30th-anniversary card set, Mizuho analysts noted long lines and sold-out items at Target stores.Bill PetersSep 17, 2026
Amazon’s secret weapon against Walmart could be a massive blitz in same-day deliveryBofA analysts say Amazon’s reported plans to expand same-day fulfillment centers represent an effort to make basic goods “immediately accessible.”Bill PetersSep 17, 2026
Store brands like Kirkland are winning the war for consumer wallets, squeezing out national brandsFrom razors to soda, private label keeps eating retail. For many big brands, there’s no point fighting it.Bill PetersSep 16, 2026
Jewelry sales are heating up as Gen Z seeks out ‘little treats’ and the ultra-rich go for chunky goldA Kohl’s executive recently said fine jewelry “just seems to be something that continues to trend incredibly well with our customers.”Bill PetersSep 15, 2026
Corporate profit forecasts are topping expectations to an unusual degree. AI is a big reason why.The information-technology sector stands out when it comes to issuing upbeat earnings outlooks.Bill PetersSep 13, 2026
Walmart’s advertising empire is booming. Here’s what it could target next.There are some opportunities for the company to tackle in streaming, but perhaps not as many as once hoped when Walmart acquired Vizio.Bill PetersSep 8, 2026
