“Even with the impressive gross margin numbers, we believe that Target will still be expected to slash prices and spend billions on store and supply chain upgrades, which compresses its profit margins and leaves it with low growth prospects compared to its rivals”

by Marketing | May 20, 2026 | Market Notes, Media Notes

Target Earnings Show Turnaround Progress. Investors Are Skeptical.

“TJX knocked it out of the park this morning, proving yet again that the off-price retail model is incredibly resilient in today’s choppy consumer landscape”

by Marketing | May 20, 2026 | Market Notes, Media Notes

TJX Stock Is Rising. Why Investors Are Shrugging Off Cautious Guidance.

Aptus Musings: Q1 2026 Earnings Recap

by David Wagner | May 19, 2026 | Blog, Market Updates

The #1 question that I’ve been getting: Why is the S&P 500 Rallying?  As I’ve said, simply put, there’s a profitability boom. “Boom” in EPS beats: 85% of S&P 500 firms beating EPS – the best hit rate in 5 years;...

The Market in Pictures, May 15

by Aptus PM Team | May 15, 2026 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from rate expectations to inflation, jobs to earnings, and of course, the unprecedented artificial intelligence spend. Have a great...

The Market in Pictures, May 8

by Aptus PM Team | May 8, 2026 | Blog, Charts

Our team parses a vast amount of research daily to identify the signals that truly matter. This week’s selection highlights a stellar start to the earnings season, the deepening impact of the AI investment cycle, and the ongoing debate between Fed policy and market...