Today: 7 February 2026
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Retail Industry News 9 January 2026 - 10 January 2026

Amazon stock: Walmart-style mega-store plan near Chicago puts AMZN back in retail focus

Amazon stock: Walmart-style mega-store plan near Chicago puts AMZN back in retail focus

New York, Jan 10, 2026, 09:35 ET — Market closed Amazon.com Inc shares ticked up 0.4% on Friday, ending the day at $247.38. The move came after reports surfaced that Amazon plans to open a Walmart-style big-box store near Chicago. The S&P 500 climbed 0.65% on the session. (MarketWatch) The potential shift matters as it suggests Amazon is still aiming to expand its presence in physical retail, despite years spent experimenting with smaller store formats. A genuine “one-stop” shop would place it directly in the territory Walmart has dominated for decades. Investors are zeroing in on whether Amazon can leverage
10 January 2026
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Walmart stock lands in the Nasdaq-100 on Jan. 20 — what investors watch next

Walmart stock lands in the Nasdaq-100 on Jan. 20 — what investors watch next

New York, January 10, 2026, 07:15 EST — The market has closed. Walmart Inc (WMT) is set to enter the Nasdaq-100 Index before trading opens on Jan. 20, replacing Britain’s AstraZeneca, Nasdaq announced late Friday. The stock ended the day up 1.3% at $114.53, having fluctuated between $112.06 and $115.46, staying within roughly 2% of its 52-week high. U.S. markets will be closed on Jan. 19 in observance of Martin Luther King Jr. Day. (GlobeNewswire) This reshuffle has real impact since index funds, like ETFs, usually adjust by purchasing newcomers and unloading dropped stocks. Invesco’s QQQ, a major Nasdaq-100 ETF,
10 January 2026
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Lululemon stock drops nearly 4% as tariff ruling stays unresolved — what to watch next

Lululemon stock drops nearly 4% as tariff ruling stays unresolved — what to watch next

New York, Jan 9, 2026, 20:13 EST — Market closed Lululemon Athletica shares dropped 3.9% on Friday, ending the day at $203.90 after dipping to an intraday low of $200.56. The stock pulled back sharply from a high of $213.50, settling close to a key round number watched by short-term traders. The market slide followed a recalibration around tariff risks after the U.S. Supreme Court hinted its next batch of rulings might drop on Jan. 14. Among them is a pending challenge to President Donald Trump’s wide-ranging tariffs. The case questions whether Trump can rely on a 1977 emergency-powers statute
10 January 2026
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Costco stock rises after December sales jump — what’s next for COST

Costco stock rises after December sales jump — what’s next for COST

NEW YORK, Jan 9, 2026, 17:17 EST — After-hours Costco Wholesale Corp (COST.O) shares were up about 1.1% in after-hours trading on Friday at $924.88, after moving between $911.43 and $929.66 earlier in the day. The move keeps attention on Costco’s monthly sales updates, which often land weeks ahead of its quarterly earnings and can nudge near-term expectations. December is the key holiday month, and it sits inside the company’s fiscal second quarter. Investors typically zero in on comparable sales — sales from locations open at least a year — because it strips out the noise of new store openings.
9 January 2026
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Walmart stock pops after AI board pick — what investors watch next

Walmart stock pops after AI board pick — what investors watch next

New York, Jan 9, 2026, 17:31 EST — After-hours Walmart Inc shares rose 1.3% on Friday and were last up at $114.53 in late after-hours trading, after the retailer announced a new board appointment that underscored its push to put more technology at the center of the business. The move matters now because investors are leaning hard into the “Walmart as a tech company” pitch — e-commerce, advertising and automation — even as a slower economy puts more pressure on low-price retailers. A board seat is not an operating change, but it signals what the company wants more of. The
9 January 2026
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Why Abercrombie & Fitch stock is sliding today despite a UBS target hike

Why Abercrombie & Fitch stock is sliding today despite a UBS target hike

New York, Jan 9, 2026, 14:54 EST — Regular session Abercrombie & Fitch shares fell about 3.7% to $125.09 in afternoon trading on Friday, after swinging between $133.16 and $124.17. The drop came as investors digested a weaker-than-expected U.S. jobs report that pulled attention back to the health of the consumer — and the path for interest rates. “Hiring is still stuck in stall speed,” said Olu Sonola, head of U.S. economic research at Fitch Ratings, after payrolls rose 50,000 in December; the report also showed job losses in retail and left expectations intact for the Federal Reserve to hold
9 January 2026
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PVH stock slips as Supreme Court tariff decision hangs over retailers — what traders watch next

PVH stock slips as Supreme Court tariff decision hangs over retailers — what traders watch next

New York, Jan 9, 2026, 14:33 EST — Regular session PVH Corp shares fell 4.4% to $65.32 on Friday afternoon, extending a choppy week for the Calvin Klein and Tommy Hilfiger owner. The drop comes as investors wait on U.S. tariff policy, after the Supreme Court said it would not rule on the legality of President Donald Trump’s sweeping tariffs on Friday and is expected to issue its next decisions on Jan. 14. (Reuters) That matters for import-heavy brands because tariff outcomes can swing costs quickly, while the broader market was leaning risk-on after a softer December U.S. jobs report
9 January 2026
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Lululemon stock sinks nearly 5% as Supreme Court tariff ruling slips, keeping retailers on edge

Lululemon stock sinks nearly 5% as Supreme Court tariff ruling slips, keeping retailers on edge

New York, January 9, 2026, 13:57 EST — Regular session lululemon athletica inc shares dropped 4.9% to $201.88 on Friday and sank to a session low of $201.40 in afternoon trade, after the U.S. Supreme Court said it would not issue an expected ruling on the legality of President Donald Trump’s sweeping tariffs. (Reuters) The delay is important because the case has turned into a live macro trade for import-heavy companies, with investors scanning for any hint of relief from duties that have squeezed margins. Any rollback could also set off a round of refunds to importers, and BNY Markets’
9 January 2026
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Kohl’s stock slides 5% as tariff ruling delay hits retailers; KSS traders eye Jan. 14

Kohl’s stock slides 5% as tariff ruling delay hits retailers; KSS traders eye Jan. 14

NEW YORK, Jan 9, 2026, 14:11 EST — Regular session Kohl’s Corp (KSS) shares were off roughly 5.1% at $20.66 Friday afternoon, after a choppy session that ran from $22.27 down to $20.43. The department-store operator opened at $22.00. The stock trailed even as the broader market found its footing after a softer U.S. jobs report. The U.S. Supreme Court said it would not issue a ruling on Friday on the legality of President Donald Trump’s sweeping tariffs, leaving investors still waiting on clarity around duties that can shift costs for import-heavy retailers. (Reuters) Importers and trade lawyers are girding
9 January 2026
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Walmart stock pops in regular trade after board adds Superhuman CEO as investors size up next catalysts

Walmart stock pops in regular trade after board adds Superhuman CEO as investors size up next catalysts

New York, January 9, 2026, 11:30 EST — Regular session Walmart Inc. stock rose about 1.4% to $114.60 on Friday morning, after the retailer added technology executive Shishir Mehrotra to its board as it sharpens its push into tech and e-commerce. Chairman Greg Penner said the company remains focused on a “people-led, tech-powered approach.” (Walmart News & Leadership) The move matters now because Walmart is leaning harder into services that can drive repeat traffic and stickier spending, even if shoppers stay cautious. This week it launched “Better Care Services,” a digital front door to third-party providers and other health offerings,
9 January 2026
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Gap stock pauses after UBS upgrade pop; investors focus on beauty, Athleta next

Gap stock pauses after UBS upgrade pop; investors focus on beauty, Athleta next

New York, Jan 9, 2026, 11:35 EST — Regular session Gap Inc shares edged lower on Friday, giving back a sliver of the prior session’s gains after UBS turned more positive on the retailer’s turnaround and pushed the stock toward the top of its 52-week range. (https://www.fool.com/quote/nyse/gap/) The pullback did little to cool the bigger point: a single analyst note helped reframe Gap’s story as something more than a basics-and-discounts retailer. That matters now because the stock has been moving fast, and investors are trying to decide whether a breakout is real or just a post-upgrade trade. A lot of
9 January 2026
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Costco stock rises after December sales jump; what investors watch next

Costco stock rises after December sales jump; what investors watch next

New York, Jan 9, 2026, 10:55 AM EST — Regular session Costco Wholesale shares were up about 0.8% at $922.60 in Friday morning trading. The stock has traded between $911.43 and $924.06 so far in the session. The move came after Costco’s December sales report, a datapoint traders often lean on for an early sense of demand ahead of quarterly earnings. The company said net sales rose 8.5% to $29.86 billion in the five weeks ended Jan. 4. Comparable sales — sales at stores open at least a year — increased 7%. Digitally-enabled comparable sales, which include online orders, surged
9 January 2026
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Stock Market Today

Nebius (NBIS) stock jumps 16% into weekend as AI trade whipsaws; earnings next week in focus

Nebius (NBIS) stock jumps 16% into weekend as AI trade whipsaws; earnings next week in focus

7 February 2026
Nebius shares jumped 16.6% to $86.10 on Friday, rebounding from a 10.3% drop Thursday. The company will report fourth-quarter and full-year 2025 results before the market opens on Feb. 12. U.S. jobs and inflation data are due next week after a delay from a government shutdown. Recent swings in Nebius stock followed volatility in AI-linked tech names after Alphabet’s spending update.
Constellation Energy stock jumps nearly 6% — what to watch next week for CEG

Constellation Energy stock jumps nearly 6% — what to watch next week for CEG

7 February 2026
Constellation Energy shares jumped 5.8% to $261.42 Friday, snapping a seven-day losing streak amid heavy trading in short-dated $260 call options. The stock remains 37% below its 52-week high. Attention is turning to mid-February earnings and U.S. nuclear policy changes after the NRC announced plans to speed reactor licensing.
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