Insight Report Premium1Q26 Earnings Season Wrap-Up: 80% Grow Sales; 75% Beat EPS, Led by Discount, Apparel and E-Commerce Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 29, 2026 Reasons to ReadDiscover the key retail and consumer earnings trends shaping the industry in 1Q26. Read this report to discover answers to these and other questions: Which retail and consumer sectors delivered the strongest sales growth in 1Q26? How did consumer spending trends vary across apparel, beauty, discount, food, home, luxury and e-commerce? Which companies beat or missed consensus expectations for revenue and EPS? How are tariffs, geopolitical uncertainty and macroeconomic conditions affecting retailer performance and outlooks? What strategic priorities—including technology investments, store expansion and digital initiatives—are companies pursuing in 2026? Companies mentioned in this report include: Adidas, Birkenstock, Crocs, Deckers, Levi Strauss, PUMA, PVH, Ralph Lauren, Under Armour, Abercrombie & Fitch, American Eagle Outfitters, Aritzia, Primark, Burlington Stores, DICK’S Sporting Goods, Fast Retailing, Walmart, Target, Costco, Amazon, Alibaba, eBay, Ross Stores, TJX Companies, Dollar Tree, Five Below and many more. Data in this report include: US retail sales growth; retail inflation and inferred real sales growth; retail foot traffic trends; year-over-year sales growth; EPS versus consensus; revenue versus consensus; comparable sales; company financial performance by sector. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
