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01 March
Has the retail industry rebounded? We’ll find out this week from Target, Costco, Best Buy and others’ earnings

Earnings Watch

Target reports its first round of quarterly results under new CEO Michael Fiddelke

Customers shop at a Target store.
Customers shop at a Target store on Feb. 10, 2026 in Chicago. Photo: Scott Olson/Getty Images

Heading into 2026, some analysts felt the retail industry was due for a modest recovery. Results from some of the biggest chains this week will offer a sense of how that rebound is going, as stores and their customers continue the slog through higher living costs and tariff disarray.

On Tuesday, Target TGT will report quarterly results and also hold an analyst day, as the big-box chain tries to sell Wall Street on its new CEO and its turnaround plans. Costco COST reports results on Thursday, as higher-income shoppers continue to boost its sales, amid worries over when growth might hit a ceiling and whether it’s investing enough in its digital business.