Retailers like Kohl’s and Dollar General display contrasting fortunes amid economic headwinds. Kohl’s recent earnings beat reflects improved margins despite ongoing sales declines and leadership instability. Meanwhile, Dollar General capitalizes on rural delivery expansion, attracting higher-income customers and growing digital sales partnerships. Consumer spending is influenced by factors such as tariffs, inflation worries, and evolving work-from-home dynamics, affecting retail competition and operational strategies across sectors.
Get the Daily Brief