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Consumer Trends News 31 October 2025 - 20 November 2025

Bath & Body Works (BBWI) Stock Hit by Q3 2025 Miss, Holiday Sales Warning and New ‘Consumer First’ Turnaround Plan

Bath & Body Works (BBWI) Stock Hit by Q3 2025 Miss, Holiday Sales Warning and New ‘Consumer First’ Turnaround Plan

Bath & Body Works, Inc. (NYSE: BBWI) shares swung wildly on Thursday after the specialty retailer reported softer-than-expected third-quarter 2025 results, slashed its full‑year outlook and warned of weaker holiday demand, even as it unveiled an ambitious new transformation strategy dubbed the “Consumer First Formula.” Finviz+3Reuters+3 As of early afternoon trading, BBWI was changing hands around $21.04 per share, after tumbling as much as mid‑teens percent in pre‑market and early trading. The stock is still down roughly 46% year to date and about 31% over the past 12 months, putting it near multi‑year lows despite a modest intraday rebound. Times
Walmart Q3 Earnings Beat Forecasts as Holiday Shoppers Hunt for Deals

Walmart Q3 Earnings Beat Forecasts as Holiday Shoppers Hunt for Deals

Walmart’s latest quarterly results landed just as the 2025 holiday shopping season kicks into gear — and together they paint a clear picture of the American consumer: still spending, but laser‑focused on value. On Thursday, Walmart reported stronger‑than‑expected sales and raised its full‑year outlook, even as many households feel squeezed by high prices and a cooling job market. At the same time, the retail giant is rolling out aggressive Black Friday discounts and ultra‑cheap holiday meal bundles, positioning itself as the go‑to destination for shoppers trying to stretch every dollar. Stock Titan+2mint+2 Inside Walmart’s Q3: Big Sales, Bigger Signal About
20 November 2025
TJX Q3 FY26 Earnings Beat: T.J. Maxx Owner Lifts 2026 Profit Forecast as Bargain Shoppers Flock to Off‑Price Deals

TJX Q3 FY26 Earnings Beat: T.J. Maxx Owner Lifts 2026 Profit Forecast as Bargain Shoppers Flock to Off‑Price Deals

The TJX Companies, Inc. (NYSE: TJX), the off‑price powerhouse behind T.J. Maxx, Marshalls, HomeGoods and TK Maxx, posted stronger‑than‑expected third‑quarter Fiscal 2026 results and raised its full‑year profit outlook again, underscoring how inflation‑weary shoppers continue to trade down to value retailers. Business Wire+2Reuters+2 Net sales climbed to about $15.1 billion in Q3 FY26, up roughly 7% year over year, while consolidated comparable sales grew 5%, comfortably ahead of both the company’s own plan and Wall Street expectations. Diluted earnings per share rose around 12% to $1.28, beating analyst estimates of roughly $1.22–$1.23. Pretax profit margin widened to 12.7%, also above
Costco (COST) Stock Today: Jim Cramer Stays Bullish as $25 Membership Deal, Holiday Savings and 13F Filings Put the Retailer in Focus – November 16, 2025

Costco (COST) Stock Today: Jim Cramer Stays Bullish as $25 Membership Deal, Holiday Savings and 13F Filings Put the Retailer in Focus – November 16, 2025

Costco Wholesale Corporation (NASDAQ: COST) is back in the headlines this weekend as investors and shoppers digest a mix of fresh news: Jim Cramer publicly reaffirmed his long‑term bullish view on the stock, several institutional investors disclosed notable changes to their Costco positions, and the warehouse giant rolled out an aggressive holiday membership deal that effectively drops the entry‑level membership price to just $25 for new members. MarketBeat+3Finviz+3Better Homes & Gardens+3 At the same time, Costco is leaning into Black Friday–style promotions and a member savings event that ends today (Nov. 16), just weeks after reporting robust fourth‑quarter results and
Dollar General (DG) News Today — Nov. 12, 2025: Upstate NY walkout, shopper‑trend headwinds, and where the stock trades now

Dollar General (DG) News Today — Nov. 12, 2025: Upstate NY walkout, shopper‑trend headwinds, and where the stock trades now

Dollar General Corporation (NYSE: DG) makes headlines today as an Upstate New York store team stages a walkout, new shopper data flags softer visits among Hispanic consumers to dollar stores, and investors eye the December 4 earnings date. Below is today’s comprehensive roundup, built for Google News and Discover. Key takeaways (Nov. 12, 2025) 1) Labor & store operations: Duanesburg/Esperance team stages walkout The Times Union reports six employees at Dollar General Store #16215 in Duanesburg (near Esperance), New York, walked out together last Thursday, citing understaffing, a “skeleton crew” schedule, and disappearing sick‑time balances. The piece—updated this morning—notes the
Pepco Group Stock Set to Soar? Digital Push, Buybacks & Inflation-Weary Shoppers Fuel Rally

Pepco Group Stock Set to Soar? Digital Push, Buybacks & Inflation-Weary Shoppers Fuel Rally

Stock Price & Performance Trends Pepco’s Warsaw-listed shares have roughly doubled from their spring 2025 lows. As of Oct 31, 2025, PCO traded at 28.20 PLN reuters.com – near its 52-week high of 29.41 PLN. Volume is modest (3-month avg ~27,000 shares/day reuters.com), but the stock’s upward trend accelerated after mid-2025. In late September, Pepco shares jumped ~14% in a single session, reaching ~25.56 PLN, on news of strong sales and a digital transformation plan reuters.com. Analysts note the year’s range (12.66–29.41 PLN reuters.com) reflects the company’s turnaround story. Recent News & Developments Digital & Loyalty Push: In Sept 2025, Pepco’s management announced
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