Recently released retailer earnings reports reinforced an increasingly bifurcated landscape with value-driven formats continuing to gain share while stores depending on discretionary spending faced margin pressure and uneven demand.
Off-price stores outperform, tariffs start to bite and other takeaways from recent retailer reports
Earnings results show price-conscious shoppers turning to value-driven formats
By Brandon Svec
CoStar AnalyticsSeptember 12, 2025 | 6:38 P.M.
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IN THIS ARTICLE
- Companies
- Target Corporation
Retailer
- Dollar Tree, Inc.
Retailer
- Burlington Stores, Inc.
Retailer