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Retailers post uneven earnings across resilient sector

Discount and value sellers gain share
Value-oriented retailers like Walmart continue to win market share in an uneven consumer-spending environment. (CoStar)
Value-oriented retailers like Walmart continue to win market share in an uneven consumer-spending environment. (CoStar)
CoStar Analytics
March 26, 2026 | 3:11 P.M.

Earnings results reported by major retailers through mid-March 2026, covering the late 2025 holiday season and the start of 2026, suggest that consumer spending has not fallen off a cliff.

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News | Retailers post uneven earnings across resilient sector