Q1 2026 earnings News Updates

The retailer said it will stay cautious on spending trends after tax refund-driven demand fades, while continuing to use viral products to drive store traffic.

Some Dollar General shoppers are cutting back on food and other household expenses due to rising gas prices, CEO Todd Vasos said on the company’s earnings call.

Comparable sales gained 3.5% in the first quarter, topping estimates. That was driven by a 4.5% gain in the average transaction. 

In addition to the larger fleet target, the company now expects full-year robotaxi revenue to grow 3.5 times its 2025 level of $16.6 million.

Walmart was cautious about the rest of the year given the current economic uncertainty. 

Lowe’s kept its full-year outlook unchanged in the face of higher transportation costs and a muted housing environment. 

New CEO Michael Fiddelke said he remained guardedly optimistic given where the company is in its operational overhaul.

The housing market has been static as Americans wrestle with rising costs and other economic concerns.

Spot and contract rates edged higher during the quarter, while many carriers sharpened their focus on internal efficiency and operational improvements.

Honda forecast a return to profit for the fiscal year through March 2027, at $1.7 billion.