Company news from across global commerce: M&A, leadership changes, earnings, and corporate strategy.
Next plc publishes half-year results on 17 September 2026, six weeks after a second-quarter beat lifted full-year profit guidance to £1,243 million. The statement will show whether UK store weakness and a cautious second-half outlook temper the international boom.
Currys reported group like-for-like sales up 7% in the 17 weeks to 29 August 2026, its first update under chief executive Fredrik Tønnesen, and held full-year profit guidance at £199 million. The shares slipped as investors waited for the Christmas peak.
Primark will offer home delivery in Great Britain for the first time, ending a store-only model it defended for two decades. ABF has bought an automated Sheffield fulfilment centre from Debenhams Group for £90m to run it, but has not said when the service launches.
S&P Dow Jones Indices will drop Nike and Simon Property Group from the S&P 100 on September 21, 2026, replacing them with four information technology names. Nike’s market value has fallen about 78% from its 2021 peak, while Simon is leaving the index despite raising its full-year guidance.
Casey’s General Stores releases first quarter fiscal 2027 results after the close on September 8, with consensus near $6.58 per share on about $5.65bn of revenue. The fuel margin line, not the headline EPS, will decide how the quarter reads.
GameStop releases full second quarter fiscal 2026 results on September 8, a week after pre-releasing sales of $780m to $800m and net income of $290m to $310m. Roughly $238m of that profit came from its 9.8% eBay stake, not from its stores.
Chewy reports fiscal second quarter 2026 results before the open on Wednesday, September 9, guiding to $3.30bn to $3.33bn in net sales and about $0.36 in adjusted EPS. The print is the first full test of the outlook the company trimmed in June as pet demand cooled.
Ulta Beauty is facing an organized boycott campaign over Flock Safety license plate reader cameras installed in the parking lots of a small number of its stores. Amazon cancelled a planned Ring integration with the same vendor in February 2026 after a similar backlash.
American Eagle Outfitters reports second quarter fiscal 2026 results after the close on September 9, with guidance calling for mid to high single digit comparable sales growth but operating income of just $45 to $50 million against $103 million a year earlier. A $20 million incremental tariff headwind sits inside that guide, and IEEPA refunds are excluded.
Lululemon reports second quarter fiscal 2026 results on September 3, with guidance pointing to a 2% to 3% revenue decline and earnings per share of $1.76 to $1.81 against $3.10 a year earlier. Tariffs cut roughly 280 basis points from product margin last quarter, and incoming chief executive Heidi O’Neill starts five days later.