Yuki Tanaka 
Amazon says Prime Air will serve nearly 500 cities and towns by the end of 2026, but its launch cadence, a Tacoma permit that put Walmart and Wing in a new state unannounced, and a Part 108 rule still stuck at OIRA point to fewer than 30 live sites on December 31. The store-hub model, not the delivery-station model, likely adds the next metros through Q1 2027.
TJX, Ross and Burlington are likely to guide at least 400 combined net new stores for calendar 2027, a record for the trio, when they report fourth-quarter results in late February to early March 2027. Three August earnings tells point that way: a raised TJX target with a 4% pace, two in-year plan raises at Ross, and a 115-store, $875 million capex year at Burlington.
The European Commission has asked the Council to authorize signature of the EU-India free trade agreement, with a December signing reported and tariff changes expected in 2027. Indian apparel, footwear, leather and gems go to zero duty in the EU while India cuts duties on European wine, spirits and premium cars.
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.
On a catalog listing your product page is shared. The only thing that separates you from the next seller is how you sell.
The plan is usually offered when you have already decided to buy, which is exactly when nobody reads the exclusions.
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.
Both put stock closer to shoppers, but the capital profiles are nothing alike. Here is how grocers should compare the two models.