A Closer Look at Retail Earnings
Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>
Target stock tumbles again as customer backlash over its DEI rollback takes a bite out of sales
Sales at retail giant Target took a dive during the first three months of 2025 and executives have indicated that boycotts over its rollback on diversity, equity, and inclusion (DEI) practices are at least partially to blame.
Target's earnings are a wake-up call that the retailer needs change
Target shares sank after the retailer missed first quarter earnings and revenue estimates while cutting its sales outlook amid tariff concerns. UBS US hard-line & broadline and food retail analyst Michael Lasser joins Market Domination to break down what Target leadership should be learning from this period how the store is trying to catch up in a fast-changing retail landscape.
Nvidia urges US to ease AI curbs, Target stock sinks following earnings, Trump's tax bill
Morning Brief anchors Madison Mills and Brad Smith break down the day's financial news for May 21, 2025. Nvidia CEO Jensen Huang called US chip curbs 'a failure.
Earnings Preview: Macy's (M) Q1 Earnings Expected to Decline
Macy's (M) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Cisco Earnings Summary: 5% Free Cash Flow Yield Is A Big Plus
Cisco managed to generate a 4% upside in EPS, with a $0.96 print (versus the $0.92 estimate) on a 1% revenue upside surprise. The Splunk acquisition is likely the bigger deal for Cisco, as the acquisition greatly enlarges the security division at Cisco, and is expected to be an area of growth for the network giant. This blog's internal model values Cisco closer to $70–$75, so the discount to perceived fair value isn't that yawning, while Morningstar's fair value is mid-$50s.