Earnings/page/103 news and trends

FedEx Earnings Point to a Leaner, More Competitive Logistics Industry
Earnings // March 19, 2026

In today’s period of global turmoil, the logistics sector is increasingly just trying to get itself, as an industry, from point A to point B, much less the millions of packages shipped each day. Get the Full Story Complete the form to unlock this article...

PicPay Revenues Jump 85% as Financial Services Portfolio Expands
Digital Payments // March 19, 2026

PicPay, the Brazilian digital payments firm, is increasingly leaning on artificial intelligence to manage its rapid scale.  Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our...

Macy’s Credits AI, Reimagined Stores and Loyalty Data for Return to Growth
Retail // March 18, 2026

Macy’s returned to positive comparable sales in fiscal 2025, marking what the company called an inflection point after years of contraction. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins...

Lower-Income Consumers Use Digital Channels to Build Bigger Baskets
Retail // March 18, 2026

Earnings season has revealed a consumer who is not withdrawing from the marketplace so much as recalibrating participation, timing purchases with deliberation and increasingly using digital channels to manage each dollar before it is spent. Get the Full Story Complete the form to unlock this...

Interviews & Exclusives
Walmart Highlights Higher-Income Growth as Lower-Income Shoppers Face Pressure

February 19, 2026
Talk about raining on the parade. New Walmart CEO John Furner’s first earnings call was dampened by the news Thursday morning (Feb. 19) that it had been surpassed by Amazon in terms of total sales. That and a tepid forecast led to a lackluster start to Furner’s first showing with Wall Street analysts. And while […]

CPG CEOs Say Consumers Keep Buying Despite Affordability Pressures

February 13, 2026
If one theme connected fourth-quarter earnings calls across consumer packaged goods companies and discretionary brands, such as toymakers, it was the emergence of a consumer economy defined by prioritization rather...

Coinbase’s $667 Million Loss Snaps Eight-Quarter Profitability Streak

February 12, 2026
The digital asset economy’s early growth was driven primarily by speculative trading. It still is today. Get the Full Story Complete the form to unlock this article and enjoy unlimited...

Shopify Leans Into AI Commerce as Profit Pressure Mounts

February 11, 2026
The eCommerce landscape is changing, and infrastructure platforms like Shopify are at the center of this shift. Get the Full Story Complete the form to unlock this article and enjoy...

Quick Reads
Braze Earnings Show AI Push and Enterprise Demand Gain Ground

March 24, 2026
Braze is using its latest earnings report to make a broader point about where customer engagement software is heading. The issue in this quarter was not just growth. It was whether large brands are treating customer engagement as a core part of their artificial intelligence (AI) strategy rather than a marketing add-on. Get the Full […]

PicPay Revenues Jump 85% as Financial Services Portfolio Expands

March 19, 2026
PicPay, the Brazilian digital payments firm, is increasingly leaning on artificial intelligence to manage its rapid scale.  Get the Full Story Complete the form to unlock this article and enjoy...

SEC Prepares Proposal Ending Mandatory Quarterly Reporting

March 16, 2026
The Securities and Exchange Commission (SEC) is preparing to propose that it eliminate the quarterly reporting requirement and allow public companies to report earnings only twice a year, The Wall...

Petco Bets on Highly Engaged Pet Parents to Ignite Growth

March 11, 2026
Petco plans to expand the range of consumables, supplies and services it offers for pets as it moves into the next phase of its operational plan, shifting its focus from...