Tyler Brooks 
Designer Brands shares fell about 16% after first-quarter sales rose 1.4% but the DSW parent reaffirmed soft 2026 EPS guidance. A 240-basis-point margin gain and a 19.4% brands-unit surge were not enough to satisfy investors.
Amazon used its London Delivering the Future event to pledge more than 10 billion euros to modernise its European fulfilment network, adding 25,000 jobs and a new generation of warehouse robots. The package also widens ultra-fast Amazon Now delivery to more UK cities, including Manchester and Birmingham.
Macy’s posted 3% comparable sales growth in the first quarter of fiscal 2026, its strongest first quarter in four years, led by a 10.2% jump at Bloomingdale’s. The department store operator beat profit guidance and raised its full-year sales and earnings outlook.
Golden State Warriors guard Stephen Curry has signed a reported 10-year, $400 million endorsement deal with Chinese sportswear company Li-Ning, ending a seven-month search after his Under Armour split. The agreement spans basketball, golf and lifestyle product and gives Curry Brand a path to global retail expansion.
Citi Trends posted a 13.9 percent jump in first-quarter comparable sales and more than doubled adjusted EBITDA, then raised its full-year 2026 guidance. The value-apparel chain is positioning a 19-month turnaround as durable, even as off-price peers credit one-off tax refunds.
US off-price chains Ross and Burlington crushed Q1 estimates with double-digit sales gains and raised guidance. But executives concede tax refunds and a BNPL surge flattered the quarter, masking softer underlying demand.
The EU’s 1 July 2026 parcel duty is likely to accelerate, not reverse, Temu and Shein’s move to local EU fulfillment. Three signals point to majority local-warehouse shipping by year-end 2026.
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