$AZO

Rising inflation concerns from energy and commodity spikes, plus hotter-than-expected producer price data, position AutoZone and Dollar General as defensive beneficiaries of trade-down consumer behavior.

Major retailers report mixed earnings outlooks: Costco surges with 8.7% sales growth, Best Buy extends winning streak, while Target faces 1.4% sales decline and 10.6% earnings drop.

Trump's DFC insurance plan for Hormuz shipping cuts S&P 500 losses from 1.5% to 0.6%, sparks rally in cruise operators including Royal Caribbean.

Advance Auto Parts returned to profitability with $0.50 EPS versus prior-year $10.20 loss, yet stock fell 1.5% as investors remain cautious on turnaround durability.