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Retail

PDD Holdings (NASDAQ:PDD) Brings Global Ecommerce Competition Into the Nasdaq 100 Debate

PDD Holdings (NASDAQ:PDD) sits at the centre of one of the fiercest battles in global retail, pitting cut-price online marketplaces against established rivals from China to Europe and America. ForNasdaq100 investors, PDD brings the intensifying competition in worldwide e-commerce, and the pressures that come …

Nitish Kishor | 16 September 2026

Ross Stores (NASDAQ:ROST) Makes Bargain Shopping a Nasdaq 100 Consumer Trend to Watch

When shoppers become cautious with money, many do not stop buying; they hunt for bargains. Ross Stores (NASDAQ:ROST), one of America's largest off-price retailers, thrives on exactly that behaviour, which makes it a valuable window into how consumers are trading down. ForNasdaq100 investors, bargain …

Nitish Kishor | 16 September 2026

Walmart's (NASDAQ:WMT) Store Sales and Online Growth Tell Two Different Stories

Walmart (NASDAQ:WMT) is sending investors two very different signals at once: growth in its physical shops has slowed markedly, while its online business is expanding at a brisk pace. For followers of the Nasdaq 100, that divergence matters more than ever, because Walmart only …

Nitish Kishor | 16 September 2026

Costco's (NASDAQ:COST) Membership Model Matters More as Consumers Watch Their Budgets

Costco (NASDAQ:COST) thrives precisely when shoppers become careful with money, and that counter-cyclical quality is why its membership model matters so much to Nasdaq 100 investors. As households hunt for value, Costco's promise of low prices in exchange for an annual fee becomes more …

Nitish Kishor | 16 September 2026

PDD, FLWS, WINA, EYE and NXH Make Retail and Consumer a Nasdaq Composite Theme to Watch in September 2026

Retail and consumer is not one trade. Walk from PDD Holdings to 1-800-FLOWERS.COM to Winmark to National Vision to Neighborhood Intelligence, and you cross from Chinese cross-border commerce into gifting, franchised resale, value optical care and, in the last case, a distressed retailer reinventing …

Nitish Kishor | 15 September 2026

CRMT, TDUP, EVGO, DXLG and SPWH Could Shape the Retail and Consumer Story Across the Nasdaq Composite in September 2026

The mega-cap technology stocks that dominate theNasdaqComposite get the headlines, but theindexalso houses hundreds of smaller consumer-facing companies whose fortunes turn on paychecks,Creditand confidence rather than data-center spending. America's Car-Mart (NASDAQ:CRMT), ThredUp (NASDAQ:TDUP), EVgo (NASDAQ:EVGO), Destination XL Group (NASDAQ:DXLG) and Sportsman'sWarehouseHoldings (NASDAQ:SPWH) all reported …

Nitish Kishor | 15 September 2026

AENT, CLMB, GRWG, TITN and HSIC Are Five Distribution and Supply Chain Stocks to Watch in the Nasdaq Composite in September 2026

Distribution and supply-chain companies rarely make the biggest headlines, yet they are often the first businesses to feel a shift in demand, a change inTariffpolicy, or a turn in the interest-rate cycle. They sit between manufacturers and end customers, absorbing the friction of inventory, …

Nitish Kishor | 15 September 2026

Why ONEW, BZUN, MNRO, PLBY and ORLY Are Worth Watching on the Nasdaq Composite in September 2026

Walk the aisles of theNasdaqComposite in September 2026 and "retail" stops being one story. Theindexis dominated by megacap technology, but tucked beneath it sits a broad bench of consumer names whose fortunes now diverge sharply. Some are compounding through a cautious spending cycle; others …

Nitish Kishor | 15 September 2026

ASO, TRNR, JD, LE and MELI: How Retail Is Playing Out on the Nasdaq Composite in September 2026

Retail andE-commercerarely move as a single block, and thisEarningscycle proved it. Academy Sports and Outdoors (NASDAQ:ASO), Interactive Strength (NASDAQ:TRNR), JD.com (NASDAQ:JD), Lands' End (NASDAQ:LE) and MercadoLibre (NASDAQ:MELI) all trade on Nasdaq, all reported second-quarter results between mid-August and mid-September 2026, and all answer, in …

Nitish Kishor | 15 September 2026

Why SFM, OLLI, TSCO, SHOE and CPRT Are Worth Watching on the Nasdaq Composite in September 2026

● Sprouts Farmers Market reported Q2 fiscal 2026 net sales up roughly 5% with diluted EPS of $1.37, though comparable-store sales decelerated sharply from a year earlier.

Nitish Kishor | 14 September 2026
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