comparable sales

Macy's beat earnings expectations with $1.67 adjusted EPS, while Bloomingdale's achieved record holiday sales. However, tariff impacts compressed margins, and 2026 guidance came below consensus.

American Eagle shares fell 14% after reporting strong Q4 earnings but signaling heavy marketing spend amid macro uncertainty. Telsey cut price target to $25.

Home Depot and Lowe's stocks fell despite beating earnings, citing frozen housing market. Both showed strong operations and dividend increases, presenting potential buying opportunity.

Cava shares jumped 25% on Q4 earnings and 2026 guidance forecasting 74-76 new openings, but $22.3M per-location valuation appears stretched.

Activist investor Dan Loeb's Third Point builds $174.8M Chipotle stake as stock faces valuation pressures from weak 2026 guidance and 28% decline.

Walmart reports Q4 earnings February 19 with expected 5.2% revenue growth and strong e-commerce. Premium stock valuation at 45x PE leaves little room for disappointment.

McDonald's Q4 earnings beat forecasts with $7B revenue, up 10% YoY, driven by strong promotional strategy and 5.7% comparable sales growth globally.