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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.