Yuki Tanaka Five Below reports second quarter fiscal 2026 results after the close on September 2, guiding $1.18bn to $1.20bn in sales and $1.15 to $1.27 in GAAP EPS. The outlook assumed tariffs would revert after July 24 and excluded refunds that peers have already booked.
The Commerce Department has proposed adding 14 product groups to the Section 232 aluminum, steel and copper tariffs, most at 25%. Public comments close August 27, 2026, and the list reaches consumer shelf goods including fire extinguishers, propane cylinders and extension cords.
The Estée Lauder Companies reports fiscal 2026 fourth quarter and full-year results on August 19, with consensus at $3.55 billion in revenue and 32 cents of adjusted EPS. Nine months of $2.12 already banked leave the full-year guidance range with almost no tolerance for a miss.
Home Depot reports second quarter fiscal 2026 results on Tuesday, August 18, with consensus near $4.71 per share on about $47.5 billion of revenue. The quarter is being presented by an interim office of the chief executive, one day before 50% Section 338 duties on Canadian goods take effect.
Klarna’s flexible payment options went live on J.P. Morgan Payments’ Commerce Platform on August 6, 2026, giving U.S. merchants a way to add buy now, …
Returns and disputes on BNPL orders follow the provider’s rules, not the card network’s. Here is what merchants need to get right.
Fresh departments carry most of a grocer’s shrink. This is how to measure it by category and fix ordering before markdowns pile up.
Signals from Target Plus, Best Buy and marketplace-platform vendors point to a cluster of curated, invitation-only retailer marketplaces launching before the 2026 holiday season. Here is why curation, not breadth, is likely to define the next wave.
Klarna and Affirm are both pursuing US industrial bank charters, and the pattern points to buy-now-pay-later converting from securitization-funded lending into deposit-funded banking. Expect the first hard tells before year-end 2026 and product moves in 2027.
The UK’s BNPL regime went live on 15 July 2026, and the signals point to a measurable contraction in transaction volume across Q3 and Q4. Expect at least one major provider to acknowledge the drag by early 2027.