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This week, some of the biggest names in retail reported results and the headlines likely sounded familiar:
“Beat expectations.” “Traffic improved.” “Margins stabilized.”
But here’s the question that matters:
Are these businesses actually generating stronger Core Earnings or just managing the narrative so they avoid the AI-apocalypse?
In our latest Earnings Watch Party, we analyzed the Core Earnings of some of the biggest names in retail and more. We evaluated:
- whether Target and Best Buy are navigating discretionary pressure effectively,
- if Costco and Kroger look cheap in the current environment,
- whether Ross Stores’ off-price model is a winning bet,
- and beyond retail, how AVGO, CRWD, MDB and SATS reported results stack up to Core Earnings reality.
Stocks discussed in this Earnings Watch Party include Ross Stores (ROST), AutoZone (AZO), Target (TGT), Best Buy (BBY), Costco (COST), Kroger (KR), EchoStar Corporation (SATS), MongoDB (MDB), CrowdStrike (CRWD), Broadcom (AVGO), and more.
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This article was originally published on March 6, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
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