Target’s Tariff Windfall Tests Retail Price Cuts
Thursday, August 20, 2026 · 8 min
Target received $994 million in pre-tax tariff refunds, giving the retailer a margin tailwind it says will flow into price cuts. The same earnings cycle shows TJX adding stores and Estée Lauder returning to growth.
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Target received $994 million in pre-tax tariff refunds, giving the retailer a margin tailwind it says will flow into price cuts. The same earnings cycle shows TJX adding stores and Estée Lauder returning to growth.
In this episode
- Target receives almost $1 billion in tariff refunds, plans to lower prices — Modern Retail
Tariff refunds were a massive tailwind for Target last quarter that could help it continue to lower prices. Target received $994 million in pre-tax tariff refunds during the second quarter, the company reported in its earnings release Wednesday morning. The tariff refunds boosted Target’s second-quarter operating income 9.6% year over year to about $2.6 billion. They improved the company’s…
- TJX to accelerate store openings amid off-price's hot streak — Modern Retail
TJX to accelerate store openings amid off-price's hot streak ### Sections ### Explore ### Topics - The Amazon Effect - New DTC toolkit - Store of the Future - All Topics ### Connect ### Digiday Media ### Events ### Awards Ivy Liu The parent company of TJ Maxx, Marshalls and HomeGoods is ramping up its store count as it sees gains in the off-price channel. TJX Companies plans to…
- Jo Malone and Tom Ford are now ‘billion-dollar brands’ as the Estée Lauder Companies reports return to sales growth — Glossy
On Wednesday, the Estée Lauder Companies reported a 5% sales growth for the fiscal year 2026 to $15 billion. The beauty giant attributed that uptick to the success of its “Beauty Reimagined” turnaround plan , unveiled in 2025 in reaction to declining sales. With that growth, the Tom Ford Beauty and Jo Malone London brands have now joined the billion-dollar club, according to the company. “Our…
- Maisonette is launching a tween vertical, foregoing social ads targeting kids — Glossy
The children’s retailer Maisonette describes itself on its online homepage as “clothes and decor for kids and babies,” and the media has called it “ the Net-a-Porter for kids .” Now, the company is taking a big bet on a new vertical: tweens. Launching this week, Maisonette’s tween vertical is called “Neon Rebels.” It combines apparel and decor from over 100 brands all catered toward the 7-14 set.…
- How Manyavar Is Using AI To Take The Guesswork Out Of Retail — Inc42
How Manyavar Is Using AI To Take The Guesswork Out Of Retail # How Manyavar Is Using AI To Take The Guesswork Out Of Retail 19 Aug'26 | By Gaurav Bagur Manyavar is using technology and AI to automate business decisions — from categorising products to deciding what each store should stock based on local customer trends Automation of store-level inventory allocation has enabled the company…