Lowe’s Q2 lands August 19: $26.2bn tests an $8.8bn Pro bet

Lowe's Q2 earnings

Lowe’s reports second quarter fiscal 2026 results on Wednesday, August 19, with consensus looking for about $26.2bn in sales and $4.24 in EPS. The quarter is the clearest test yet of whether $10bn of Pro distribution acquisitions can offset a stalled home improvement consumer.

Dillard’s books $37.2m tariff refund: Q2 profit jumps 34%

Dillard's tariff refund

Dillard’s second quarter net income rose 34% to $97.7 million after a $37.2 million refund of tariffs the Supreme Court invalidated added 260 basis points to retail gross margin. The company says it expects no further significant refunds, even as consumer class actions over the $166 billion pot multiply.