Ulta Beauty (ULTA) earnings Q3 2025

Ulta Beauty on Thursday raised its full-year sales outlook after topping Wall Street’s fiscal third-quarter expectations and seeing shoppers splurge on perfumes, skincare items and more. The beauty retailer said it now expects net sales for the year to be approximately $12.3 billion, higher than its previous expectations of $12 billion to $12.1 billion. That would…

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Macy’s (M) earnings Q3 2025

Macy’s on Wednesday beat Wall Street’s sales expectations for the third quarter in a row and posted its strongest growth in more than three years as the company’s turnaround strategy showed signs of momentum. The department store operator raised its full-year sales and earnings outlook after its better-than-expected fiscal third quarter. The retailer now expects…

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Costco sues for Trump tariff refunds

A shopper exits a Costco store in Centerville, Ohio, US, on Tuesday, Oct. 21, 2025. Kyle Grillot | Bloomberg | Getty Images Costco is suing the Trump administration to get a full refund of new tariffs already paid by the warehouse retail giant this year, and to block those import duties from continuing to be…

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How retail’s biggest event became a letdown

Black Friday early morning shoppers rush in as the doors are opened at a Walmart store in Fairfax, Virginia, Nov. 28, 2008. Gerald Martineau | The Washington Post | Getty Images Black Friday has long been defined by massive crowds, rock-bottom prices and rabid consumers willing to bite, scratch and claw their way to the…

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AI agentic shopping comes with its own perils

Stores in London display advertisements in their windows for ‘Friday’ sales as shoppers flock to the city’s shopping hubs on November 22, 2024.  Anadolu | Getty Images The emergence of AI shopping doesn’t just give consumers access to personalized advice and hassle-free shopping, it also brings with it an increased risk of digital fraud. This…

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Black Friday is most popular with Gen Z

People shop at a clothing store in Manhattan on Nov. 7, 2025, in New York City. Spencer Platt | Getty Images Black Friday is proving more popular for younger consumers than for their elders, according to a new report provided exclusively to CNBC. AT&T Business‘ 2025 Holiday Shopping Survey, conducted by Morning Consult, found that…

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