Get a deeper insight into the potential performance of Macy's (M) for the quarter ended April 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

AZO is expected to have delivered third-quarter growth with strong DIY & commercial sales and store expansion efforts.

Target Corporation TGT reported weaker-than-expected first-quarter results on Wednesday.

Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>

Sales at retail giant Target took a dive during the first three months of 2025 and executives have indicated that boycotts over its rollback on diversity, equity, and inclusion (DEI) practices are at least partially to blame.

Target shares sank after the retailer missed first quarter earnings and revenue estimates while cutting its sales outlook amid tariff concerns. UBS US hard-line & broadline and food retail analyst Michael Lasser joins Market Domination to break down what Target leadership should be learning from this period how the store is trying to catch up in a fast-changing retail landscape.

The past few years of cost-of-living increases, which have forced many shoppers to focus on the basics, have shifted that narrative for Target.

Stacey Widlitz, president of SW Retail Advisors, joins CNBC's 'Power Lunch' to discuss outlooks on Target, why the company is losing marketshare, whether its leadership can turn the company around, and more.

Sales at Target fell more than expected in the first quarter and the retailer warned they will slip for all of 2025 year as its customers, worried over the impact of tariffs and the economy, pull back on spending.Target also said that customer boycotts have also done some damage. The company scaled back many diversity, equity and inclusion initiatives in January after they came under attack by conservative activists and the White House.

Target reported a 3.8% decrease in comparable sales for the first quarter and said it expects to see a low single-digit decline in sales for fiscal 2025.

Morning Brief anchors Madison Mills and Brad Smith break down the day's financial news for May 21, 2025. Nvidia CEO Jensen Huang called US chip curbs 'a failure.

We're beginning to see something resembling the top of the parabolic curve, with most major indexes flat over the past five trading days.

Target lowers fiscal 2025 forecast following dismal Q1 results. However, strong digital momentum and Circle 360 growth offer reasons for hope.

Target (NYSE:TGT ) Q1 2025 Earnings Conference Call May 21, 2025 8:00 AM ET Company Participants Conference Call Participants Operator Ladies and gentlemen, thank you for standing by. Welcome to the Target Corporation First Quarter Earnings Release Conference Call.

Macy's (M) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

CNBC's Courtney Reagan joins 'Squawk on the Street' to discuss Target's most recent earnings.

The headline numbers for Target (TGT) give insight into how the company performed in the quarter ended April 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Retailer warns sales will slip for all of 2025 as customers pull back spending amid fears over tariffs and economy

Cornell reportedly said Target would only raise its prices amid tariffs as a “very last resort.” Even as other retailers, like Walmart, have warned of hiked prices, Target still has “many levers to use in mitigating the impact of tariffs,” Cornell said.

Home Depot, whose first-quarter earnings fell just below analyst expectations despite beating revenue projections, according to FactSet, reported the company will hold onto its forecast for full-year sales. Chief Financial Officer Richard McPhail told CNBC that, “because of our scale” and Home Depot's “great partnerships” with suppliers, the company plans to “generally maintain our current pricing levels across our portfolio.

U.S. stocks traded lower this morning, with the Dow Jones index falling more than 300 points on Wednesday.

Target (TGT) shares tumble after reporting first quarter results that missed earnings estimates and cut its full-year outlook. Roth Capital Partners senior research analyst Bill Kirk joins Morning Brief with Madison Mills and Brad Smith to take a closer look at the retailer's latest earnings print.

Target Corp (NYSE:TGT) shares moved lower in early trade on Wednesday as it slashed its full-year guidance following a weak first quarter. The retailer now expects its full-year sales to be down a low single digit percentage versus its prior guidance of 1% growth over last year.

Big box retailers faced pressure this morning, brought mostly through Target's (TGT) earnings miss and widened guidance. TJX Companies (TJX) beat its earnings but its stock didn't see much movement, possibly due to a slight dip in same-store sales.

The first few months of 2025 were bumpy for many big retailers and the US stock market. The world had to adjust to tariffs and GDP contracted in Q1.

Equity futures are pointing to a second straight negative day after the SPX snapped its six-day winnings streak on Tuesday. Kevin Green sees markets entering a "wait-and-see" mode as investors may be taking profits from the recent rally and waiting commentary from Fed speakers and additional tariff news.

Target (TGT) came out with quarterly earnings of $1.30 per share, missing the Zacks Consensus Estimate of $1.62 per share. This compares to earnings of $2.03 per share a year ago.

Key Takeaways

Michael Lasser, UBS equity research analyst, joins 'Squawk Box' to break down Target's quarterly earnings results, comparison to Walmart, and more.

Gerald Storch, ex-Target Vice Chairman and CEO of Storch Advisors, says Target's strategy is broken, lagging far behind Walmart, and warns that pricing talk could worsen investor and consumer trust.

Target reported sliding sales in its first quarter to May 3. CEO Brian Cornell said sales "fell short of our expectations" in a "highly challenging environment.

Target (TGT) lowered its full-year sales projection Wednesday after the retail giant reported mixed first-quarter results.

Target cuts its full-year sales forecast as tariff pressures, weak spending, and backlash over DEI rollbacks weigh on performance and consumer sentiment.

CNBC's Courtney Reagan reports on the company's quarterly earnings results.

Target's top boss warned that the company has been trying to navigate thought a highly challenging environment, which included President Trump's trade war with other nations.

Shares of Target Corp. TGT slumped 2% in premarket trading Wednesday, after the discount retailer missed fiscal first-quarter earnings expectations and cut its full-year profit outlook, as the retail environment continued to be highly challenging.

Target slashed its annual sales forecast on Wednesday after posting a sharp decline in quarterly same-store sales, attributing the declines to weakened consumer confidence and a pullback in discretionary spending due to U.S. President Donald Trump's aggressive approach to trade.

Target on Wednesday cut its full-year sales outlook, as executives said weaker discretionary spending, consumer uncertainty about tariffs, and backlash to the company's rollback of key diversity, equity and inclusion efforts hurt its business.

MINNEAPOLIS , May 21, 2025 /PRNewswire/ -- First quarter Net Sales were $23.8 billion, compared with $24.5 billion in 2024. Digital comparable sales grew 4.7 percent reflecting more than 35 percent growth in same-day delivery powered by Target Circle 360TM and continued growth in Drive Up.

Target posted fiscal first-quarter results that fell well short of Wall Street's expectations and slashed its full-year earnings guidance, as the retailer grapples with waning consumer spending and the fallout from a boycott related to its move to end some diversity programs.

On today's Market Domination Overtime, hosts Josh Lipton and Julie Hyman cover the market pullback as the S&P 500 snaps its win streak Palo Alto Networks reported its third quarter results. Morningstar equity analyst Malik Ahmed Khan shares his bullish take on the report.

'Fast Money' traders talk Target earnings.

Target Corp (NYSE:TGT) is expected to report fiscal first-quarter earnings on Wednesday, with Bank of America forecasting results ahead of Wall Street estimates despite ongoing pressure from soft discretionary spending and rising costs. Analysts project adjusted earnings per share of $1.78 and a 1% decline in comparable sales for the quarter.

TJX Companies (TJX) shares hit all-time highs today ahead of Wednesday's earnings report. Kevin Hincks illustrates 2 example options trades in retail stocks, including TJX and Target (TGT).

Target stock has tumbled this year amid fresh boycotts, tariff-related pressures. First-quarter earnings are due Wednesday.

Target (TGT) will report earnings tomorrow before the opening bell. The company sold off after its previous two earnings, but J.D.

When companies deliver earnings that exceed expectations, Wall Street often takes swift action—and that's exactly what happened with three standout stocks in recent weeks. Their results didn't just beat on revenue and profits; they also delivered guidance and underlying performance metrics that reinforced investor confidence.

MINNEAPOLIS , May 20, 2025 /PRNewswire/ --  WHAT: Target Corporation's (NYSE:TGT) webcast of its first quarter earnings conference call. WHEN: Wednesday, May 21, 2025 - 7:00 a.m.

This week, investor attention shifts to the heart of the U.S. economy: the consumer. Retail earnings are front and center, offering a fresh read on how spending habits are holding up amid persistent conversations around inflation and tariffs.

Cisco managed to generate a 4% upside in EPS, with a $0.96 print (versus the $0.92 estimate) on a 1% revenue upside surprise. The Splunk acquisition is likely the bigger deal for Cisco, as the acquisition greatly enlarges the security division at Cisco, and is expected to be an area of growth for the network giant. This blog's internal model values Cisco closer to $70–$75, so the discount to perceived fair value isn't that yawning, while Morningstar's fair value is mid-$50s.