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Retail Industry News 10 January 2026 - 12 January 2026

Urban Outfitters stock slides despite “record” holiday sales — what spooked URBN shares

Urban Outfitters stock slides despite “record” holiday sales — what spooked URBN shares

New York, Jan 12, 2026, 16:09 EST — After-hours Urban Outfitters (URBN.O) shares dropped roughly 12% Monday following a 9% increase in holiday sales—proof that even solid results can disappoint when expectations are steep. The stock hit an intraday low of $70.27 before recovering slightly to $71.49. The holiday update matters because it offers investors an early glimpse at demand and pricing during the crucial selling period, ahead of the company’s quarterly profit report. It comes as traders weigh whether shoppers are trading down—and how that might squeeze margins at mall brands. The selloff extended across apparel and footwear stocks
12 January 2026
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Lululemon stock rises after holiday-quarter outlook shifts to high end as LULU investors eye ICR

Lululemon stock rises after holiday-quarter outlook shifts to high end as LULU investors eye ICR

NEW YORK, Jan 12, 2026, 15:12 EST — Regular session Shares of lululemon athletica inc climbed roughly 3.2% to $210.43 Monday afternoon. The boost came after the company forecasted its fourth-quarter revenue and profit to hit the upper end of its previous guidance, driven by strong holiday demand. (Reuters) This update is crucial since the stock has acted as a barometer for confidence. Investors have been on edge, looking for clear evidence that demand isn’t weakening further while the company works on revamping its U.S. operations. This comes as management faces intense scrutiny from analysts and major shareholders, with the
12 January 2026
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Honeywell stock flat as new Google Cloud retail tech lands, Citi trims target ahead of earnings

Honeywell stock flat as new Google Cloud retail tech lands, Citi trims target ahead of earnings

New York, Jan 12, 2026, 15:00 EST — Regular session Shares of Honeywell International Inc (HON.O) ticked up roughly 0.1% to $207.5 in Monday afternoon trading, as investors digested the company’s latest product launches targeting retailers and warehouse operators. The timing is crucial as Honeywell prepares to release its fourth-quarter results and 2026 outlook on Jan. 29. Investors will be watching to see if its automation efforts are translating into more consistent growth and improved margins. (Honeywell) The industrial conglomerate kicks off 2026 with a revamped reporting structure, spotlighting Aerospace Technologies, Building Automation, Industrial Automation, and Process Automation and Technology
12 January 2026
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Abercrombie & Fitch stock slides 17% after outlook trim puts tariffs back on the tape

Abercrombie & Fitch stock slides 17% after outlook trim puts tariffs back on the tape

NEW YORK, Jan 12, 2026, 14:43 EST — Regular session Shares of Abercrombie & Fitch Co dropped 17.3% to $103.26 in afternoon trading Monday, following a cut to its full-year sales growth forecast and a more cautious holiday-quarter outlook. The stock had climbed as high as $124.75 earlier before falling to a session low of $98.87. The reset came as apparel and footwear companies rolled out early holiday-quarter updates, highlighting a tougher consumer environment ahead of the ICR Conference. Consumer Edge analyst Michael Gunther noted that “value-seeking behavior was on full display” in this morning’s wave of retail pre-announcements, with
12 January 2026
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Costco stock rises as Wall Street wobbles — what to watch before CPI and Costco events

Costco stock rises as Wall Street wobbles — what to watch before CPI and Costco events

New York, January 12, 2026, 11:10 EST — Regular session Costco Wholesale Corporation shares climbed roughly 1.4% to $937.80 by late morning on Monday, hitting that price as a session high. The stock had started the day at $920.00. The warehouse club operator held up better than most consumer stocks as U.S. equities dropped following renewed political pressure on the Federal Reserve, stirring concerns about its independence. Consumer staples climbed, even as financials tumbled after President Donald Trump suggested capping credit-card interest rates for one year. (Reuters) Traders are gearing up for Tuesday’s U.S. consumer price index, or CPI, a
12 January 2026
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Abercrombie & Fitch stock dives after holiday update trims sales outlook — what investors watch next

Abercrombie & Fitch stock dives after holiday update trims sales outlook — what investors watch next

NEW YORK, Jan 12, 2026, 09:49 EST — Regular session Abercrombie & Fitch Co shares plunged Monday after the apparel retailer trimmed its Q4 outlook and cut the upper range of its full-year sales growth forecast post-holiday season. Early trading saw the stock drop roughly 20% to $99.62. This shift is critical since the holiday quarter is prime time for many mall-based brands, and guidance changes tend to ripple quickly through the sector. Abercrombie has maintained solid margins, so expectations were already set high. Tariffs are back on the radar as shoppers stay price-conscious. Investors aren’t just focused on holiday
12 January 2026
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Google’s AI Mode turns into a checkout lane — Alphabet and Walmart stock nudge higher

Google’s AI Mode turns into a checkout lane — Alphabet and Walmart stock nudge higher

NEW YORK, Jan 12, 2026, 08:13 EST Alphabet shares rose 0.9% to $328.57 in premarket trading on Monday, while Walmart added 1.3% to $114.53, according to market data. The moves came as Google and big retailers rolled out fresh plans to push shopping — and ads — deeper into conversational search, a battleground where OpenAI and Amazon are also trying to keep users inside the chat instead of sending them back out to the web. Google on Sunday announced a new Universal Commerce Protocol, or UCP, an open standard meant to let “agents” — AI systems that can take actions
12 January 2026
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Floor & Decor (FND) stock surges 8% — CPI and retail sales could set the next move

Floor & Decor (FND) stock surges 8% — CPI and retail sales could set the next move

New York, Jan 11, 2026, 21:20 EST — The market has closed. Shares of Floor & Decor Holdings Inc (FND) jumped roughly 8% in the final U.S. session, closing Friday at $72.74. Trading volume hit around 5 million shares, with the stock swinging between $68.32 and $72.95. U.S. markets will reopen on Monday. The surge thrusts the specialty flooring retailer back into focus as a series of U.S. data releases loom, with the potential to shift rate expectations. Floor & Decor operates near the heart of the housing cycle, where mortgage rates and home sales directly influence spending by homeowners
12 January 2026
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BBWI stock: Bath & Body Works nudges “rose reset” as investors size up the next catalyst

BBWI stock: Bath & Body Works nudges “rose reset” as investors size up the next catalyst

New York, Jan 11, 2026, 20:47 EST — Market closed Bath & Body Works shares closed Friday up 2.3%, finishing at $23.29 just before Monday’s U.S. session. Why it matters now: investors remain uncertain if the fragrance retailer can halt the drop in demand after it warned back in November that holiday-quarter sales would dip and slashed its annual forecast. The news knocked nearly 25% off the stock in a single day. (Reuters) The focus this week isn’t on any one headline but on results. For new products, the buzz has to translate into actual traffic and improved margins—not just
12 January 2026
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Victoria’s Secret stock jumps 5% into the weekend — what could move VSCO next week

Victoria’s Secret stock jumps 5% into the weekend — what could move VSCO next week

NEW YORK, Jan 11, 2026, 20:16 EST — Market closed. Victoria’s Secret & Co shares (VSCO.N) jumped 4.9% on Friday (Jan. 9), closing at $65.90. That marked their fourth consecutive gain and a roughly 24% rise since the first trading day of 2026. With U.S. markets closed until Monday, the key question is if investors return eager or decide to cash out. (StockAnalysis) Why it matters now: this week delivers key data likely to reshape investor views on the U.S. consumer. On Tuesday (Jan. 13), the Labor Department will release December’s consumer price index. Then on Wednesday (Jan. 14), the
12 January 2026
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Woolworths stock ends higher into ASX break as delivery fees and February results come into view

Woolworths stock ends higher into ASX break as delivery fees and February results come into view

Sydney, Jan 11, 2026, 17:25 AEDT — Market closed Woolworths Group Ltd shares finished Friday up 1.8% at A$30.08. The S&P/ASX 200 barely moved, closing down 0.03% ahead of the weekend break. (Yahoo Finance) The late-week bounce puts the supermarket group near the A$30 mark heading into Monday’s open. Investors are focused less on a brief two-day trading halt and more on what comes next for margins and volumes. Fresh pricing changes in online shopping have also caught attention, with costs shifting fast. Woolworths confirmed it will tack on a A$2 fee for pick-up or delivery booked on Sundays and
11 January 2026
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Costco stock (COST) is moving again after holiday sales — what Wall Street watches next

Costco stock (COST) is moving again after holiday sales — what Wall Street watches next

New York, Jan 10, 2026, 11:20 EST — Market closed Costco Wholesale Corporation (COST.O) shares ended Friday up 1.05%, closing at $924.88, building on gains from the retailer’s December sales update. The stock reached $931.67 on Thursday and held steady after hours at $925.33. U.S. markets remained closed over the weekend, leaving Costco in focus as investors gear up for a week crowded with inflation figures and the start of earnings season. On Friday, the S&P 500 climbed 0.6% to close at a fresh high, following a mixed U.S. jobs report. The Nasdaq outperformed, rising 0.8%. (AP News) Costco’s monthly
10 January 2026
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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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