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Retail sales are described as strong despite inflation, cited as a positive for Casey's General Stores; the stock is noted up 7% since the prior update versus a 1.6% decline in the State Street SPDR S&P Retail ETF.
Lovesac said second-quarter net sales were $161.2 million, its highest quarterly sales outside Q4, helped by larger Sactionals configurations and new products. The company also said it received a $21 million benefit from IEEPA tariff refunds and gave a more conservative fiscal 2027 outlook because of macro uncertainty
Casey's General Stores reported first-quarter diluted EPS of $7.37, up 28% year over year, net income of $274 million and revenue of $5.68 billion, up 24.3%. EBITDA rose 17% to $485 million.