Company news from across global commerce: M&A, leadership changes, earnings, and corporate strategy.
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.
Gap Inc. named Michael Francis chief executive of Old Navy effective November 2, replacing Haio Barbeito after the brand posted a 4% comparable sales decline. Shares rose about 15% in extended trading as the company raised its adjusted profit guidance.
Abercrombie & Fitch reports second quarter fiscal 2026 results on August 26 before the bell, with consensus at about $1.24bn in sales and $1.90 in earnings per share. Guidance already carries roughly $20m of tariff cost, while a $100m refund claim sits outside the outlook.
Best Buy reports second quarter fiscal 2027 results before the open on August 27, with consensus at roughly $9.56bn in revenue and $1.37 in adjusted EPS. Unlike peers that booked tariff refunds, the swing factor here is a memory cost surge running through computing and mobile.
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.
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.