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Macy’s Plots Tariff Refund Investments After Beating Q2 Expectations

Macy’s Plots Tariff Refund Investments After Beating Q2 Expectations

by Mike Duff | Sep 10, 2026 | Retail Articles

Macy’s posted a comp sales increase and net income growth in its second quarter, beating a Wall Street estimate as the retailer began investing its IEEPA tax refunds across a range of priorities from pricing to earnings support. Net income was $169 million, or 62...
Shopping Center Council Report Suggests Consumer Spend Still Advancing in Face of Concerns

Shopping Center Council Report Suggests Consumer Spend Still Advancing in Face of Concerns

by Mike Duff | Sep 10, 2026 | Retail Articles

A new consumer economic report from shopping center council ICSC indicates overall spending remains elevated, with 77% of respondents to a July survey reporting higher monthly spending and fewer consumers attributing the increase primarily to inflation. The...
Deloitte Forecasts 2026 Holiday Retail Sales Growth Between 4% and 4.8%

Deloitte Forecasts 2026 Holiday Retail Sales Growth Between 4% and 4.8%

by Mike Duff | Sep 10, 2026 | Retail Articles

Deloitte is forecasting a 2006 holiday retail sales increase of 4% to 4.8% compared to the same period in 2025, with total sales for the 2026 season expected to register between $1.7 trillion and $1.71 trillion. The holiday sales outlook from the business services...
NIQ: In a Polarizing Marketplace, the Middle Ground Is Losing Customers

NIQ: In a Polarizing Marketplace, the Middle Ground Is Losing Customers

by Mike Duff | Sep 9, 2026 | Retail Articles

A new report from from NielsenIQ and World Data Lab concludes the U.S. marketplace is diving more clearly into the two distinct consumer behaviors: one based on a willingness to pay more for products believed to have particular worth and the other based on an active...
Port Tracker: Peak Import Season Isn’t Over Yet

Port Tracker: Peak Import Season Isn’t Over Yet

by Mike Duff | Sep 9, 2026 | Retail Articles

The peak port season has continued longer than expected, with a final import bump anticipated for September that could push it to become the busiest volume month of 2026 at the major container landings in the United States, according to the Global Port Tracker report...
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