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Retail Industry News 3 December 2025 - 4 December 2025

Home Depot (HD) Stock on December 4, 2025: Dividend Deadline, Instacart Deal, ICE Raids and a Make‑or‑Break Investor Day Ahead

Home Depot (HD) Stock on December 4, 2025: Dividend Deadline, Instacart Deal, ICE Raids and a Make‑or‑Break Investor Day Ahead

Ticker: NYSE: HD | Sector: Home Improvement RetailPublished: December 4, 2025 Home Depot Stock Today: Price, Performance and Context As of the close on December 4, 2025, shares of The Home Depot, Inc. (HD) finished around $351 per share, down roughly 1.9% on the day and trading well below their 52‑week high near $436.StockAnalysis+1 Year to date, HD is modestly negative (high‑single‑digit loss) versus a solid gain for the broader S&P 500, and the stock is down in the mid‑teens over the past 12 months.MarketBeat+2Trefis+2 In other words, Home Depot has lagged the market despite remaining one of the most
Kroger (KR) Stock Slides After Q3 2025 Earnings: Guidance, $2.6B Charge and Fresh Analyst Forecasts

Kroger (KR) Stock Slides After Q3 2025 Earnings: Guidance, $2.6B Charge and Fresh Analyst Forecasts

CINCINNATI — December 4, 2025 Kroger Co. (NYSE: KR) shares dropped roughly 4–5% on Thursday after the supermarket giant reported third‑quarter 2025 results that featured a sizable $2.6 billion impairment charge, a slight sales miss and a narrowed full‑year sales outlook — even as profits and margins came in strong and guidance for earnings per share was nudged higher. Kroger Investor Relations+2Reuters+2 The move comes at a delicate moment for both the company and U.S. consumers: food inflation has cooled but grocery affordability remains a top concern, federal SNAP food benefits have been disrupted this fall, and price competition from
Dollar General (DG) Stock Jumps on Q3 2025 Earnings Beat and Raised Guidance: What Investors Need to Know Today

Dollar General (DG) Stock Jumps on Q3 2025 Earnings Beat and Raised Guidance: What Investors Need to Know Today

Dollar General Corporation (NYSE: DG) is back in the market’s spotlight on December 4, 2025, after posting a stronger‑than‑expected third quarter, raising its 2025 outlook and sending the stock sharply higher. Shares of Dollar General traded around $121–122 in afternoon trading, up roughly 10–11% on the day and near a new 52‑week high, making it one of the top gainers in the S&P 500 session.24/7 Wall St. The move caps a powerful rebound year: the discount retailer’s stock is now up more than 45% in 2025, far ahead of the broader market’s mid‑teens gain.Reuters+1 Below is a full breakdown of
Costco Stock (COST) on December 4, 2025: Sales Surge, Tariff Lawsuit and Wall Street Targets Ahead of Earnings

Costco Stock (COST) on December 4, 2025: Sales Surge, Tariff Lawsuit and Wall Street Targets Ahead of Earnings

Costco Wholesale Corporation (NASDAQ: COST) is back in the headlines today — not just for its November sales beat, but also for a fresh drop in its share price and a high‑stakes lawsuit over Trump‑era tariffs. As of Thursday, December 4, 2025, Costco stock was trading around $890–$895, down roughly 3% intraday, after opening near $907.MarketBeat+1 That leaves COST about 17% below its 52‑week high of $1,078.23 and only a few percent above its 52‑week low around $871.71.MacroTrends+1 Despite a roughly 1–1.5% gain year‑to‑date, the stock is badly lagging the S&P 500’s mid‑teens advance in 2025.Barron’s+1 At the same time, Costco just posted another quarter of high‑single‑digit sales growth,
Costco Stock (COST) in December 2025: Tariff Fight, Strong Sales and a High‑Valuation 2026 Buy Case

Costco Stock (COST) in December 2025: Tariff Fight, Strong Sales and a High‑Valuation 2026 Buy Case

Costco stock sits at an odd crossroads as of December 4, 2025. Operationally, the warehouse giant is firing on almost all cylinders: sales are growing, e‑commerce is accelerating, and membership income keeps hitting records. At the same time, the company is suing the Trump administration over tariffs, analysts are debating whether its premium valuation still has room to run, and the stock itself is roughly flat this year while the S&P 500 has surged. Costco Investor Relations+2Finviz+2 With fresh data and commentary arriving this week – including new sales numbers, analyst upgrades, and legal developments – investors are asking a
Kroger (KR) Stock on December 4, 2025: Q3 Earnings, Guidance Shift and Mixed Forecasts Explained

Kroger (KR) Stock on December 4, 2025: Q3 Earnings, Guidance Shift and Mixed Forecasts Explained

Kroger’s latest earnings report turned into a full‑on stress test for its stock. On December 4, 2025, The Kroger Co. (NYSE: KR) reported fiscal Q3 2025 results, took a multibillion‑dollar impairment charge on its automated fulfillment network, raised the lower end of its full‑year earnings outlook – and watched its shares sell off sharply anyway. PR Newswire+1 Around mid‑session, KR was trading close to $62 per share, down roughly 6% on the day, after having closed above $67 on December 3. Real‑time market data from several platforms showed intraday quotes between about $61.98 and $62.62, corresponding to a decline of
Dollar General (DG) Stock Jumps on Q3 Earnings Beat and Raised 2025 Outlook: Latest News, Forecasts and Analysis (December 4, 2025)

Dollar General (DG) Stock Jumps on Q3 Earnings Beat and Raised 2025 Outlook: Latest News, Forecasts and Analysis (December 4, 2025)

Dollar General Corporation (NYSE: DG) shares are back in the spotlight after the discount retailer delivered a strong third quarter for fiscal 2025 and raised its full‑year profit outlook, leaning on resilient demand for low‑priced essentials and ongoing cost‑control efforts.Reuters This article pulls together the key news, earnings details, strategy updates, and Wall Street forecasts on Dollar General stock as of December 4, 2025, suitable for Google News and Discover. Q3 2025: Earnings Beat, Margins Rebound For the quarter ended October 31, 2025, Dollar General produced a set of results that were clearly better than the market had been braced
Macy’s (M) Stock: Q3 2025 Earnings Beat, Raised Outlook – and a Cautious Holiday Forecast

Macy’s (M) Stock: Q3 2025 Earnings Beat, Raised Outlook – and a Cautious Holiday Forecast

Macy’s Inc. (NYSE: M) just delivered one of its strongest quarters in years – and yet the stock slipped after the news. On December 3, 2025, the department-store giant reported a surprise profit, its best comparable-sales growth in 13 quarters and another upgrade to full‑year guidance. Still, investors focused on a cautious holiday outlook and lingering structural challenges in department-store retail. AP News+3FT Markets+3Reuters+3 This article pulls together the key news, forecasts and analyses published since 3 December 2025, to give a clear, up‑to‑date picture of where Macy’s stock stands now. Macy’s stock today: near a 52‑week high, but off
Dollar Tree (DLTR) Stock Jumps on Q3 2025 Earnings Beat and Guidance Hike – Is There More Upside Ahead?

Dollar Tree (DLTR) Stock Jumps on Q3 2025 Earnings Beat and Guidance Hike – Is There More Upside Ahead?

Dollar Tree, Inc. (NASDAQ: DLTR) is back in the spotlight after reporting a strong fiscal third quarter 2025, raising its full‑year profit outlook and extending a powerful stock rally that has already delivered roughly a 45–50% gain so far this year. Dollar Tree, Inc.+2Barron’s+2 With the sale of its struggling Family Dollar banner completed in July and a multi‑price strategy driving record seasonal sales, investors are asking the obvious question: after today’s jump, what’s next for Dollar Tree stock? This article breaks down the latest earnings, guidance, Wall Street views, and key risks to build a grounded Dollar Tree stock
American Eagle Outfitters (AEO) Stock Soars After Q3 Beat and Holiday Upgrade: Latest News, Analyst Targets and 2026 Outlook

American Eagle Outfitters (AEO) Stock Soars After Q3 Beat and Holiday Upgrade: Latest News, Analyst Targets and 2026 Outlook

American Eagle Outfitters, Inc. (NYSE: AEO) stock is having a breakout session on December 3, 2025, surging after the retailer delivered stronger‑than‑expected third‑quarter results and raised its holiday outlook. By late Wednesday trading, AEO was changing hands around $24, up roughly 14–15% on the day, near fresh 52‑week highs and more than double its lows from earlier in the year. StockAnalysis+1 Below is a full rundown of all the key news, forecasts, and analyses as of December 3, 2025, and what they may mean for American Eagle Outfitters stock going into 2026. AEO Stock Today: Why Shares Are Jumping Multiple
Costco Stock (COST) on December 3, 2025: Tariff Lawsuit, AA Credit Rating and 2026 Forecasts

Costco Stock (COST) on December 3, 2025: Tariff Lawsuit, AA Credit Rating and 2026 Forecasts

As of Wednesday, December 3, 2025, Costco Wholesale Corporation (NASDAQ: COST) sits around $920–$925 per share, with a market capitalization just over $400 billion. The warehouse giant’s stock is roughly 14–16% below its 52‑week high near $1,078, yet it still trades at a rich price-to-earnings ratio around 50 and a dividend yield of about 0.56%.MarketBeat+1 At the same time, Costco is battling the U.S. government in court over Trump-era tariffs, boasting fresh AA credit ratings, and heading into 2026 with double‑digit membership-fee growth and solid sales momentum.Costco Investor Relations+3Reuters+3S&P Global+3 Below is a detailed look at today’s COST stock setup,
Macy’s (M) Stock Slips After Surprise Q3 Profit and Raised 2025 Outlook: What Investors Need to Know Today

Macy’s (M) Stock Slips After Surprise Q3 Profit and Raised 2025 Outlook: What Investors Need to Know Today

As of the morning of December 3, 2025, Macy’s, Inc. (NYSE: M) is back in the spotlight. The department store chain delivered a surprise third‑quarter profit, its strongest comparable sales growth in more than three years, and raised full‑year guidance — yet the stock is trading lower after management struck a cautious tone on the all‑important holiday quarter. Reuters+1 Macy’s shares were recently changing hands around $22.55, down about 0.7% on the day and slightly below Tuesday’s close of $22.71. That still leaves the stock near its 52‑week high of $23.15 and up sharply from a 52‑week low of $9.76,
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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