American Eagle Outfitters’ Q2 results expose a split: Aerie’s double-digit growth is masking continuing weakness in the American Eagle women’s business, where denim assortment and inventory are forcing markdowns and pressuring margins.
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Lowe’s narrowed its full-year guidance after reporting modest comp gains driven by Pro customers, home services and a strong online showing, while discretionary DIY spending and big-ticket projects lagged.
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Mud Jeans has filed for bankruptcy and paused new orders, highlighting risks in circular-fashion financing. At the same time, economists report spending across most income groups is converging — a potential end to the pronounced ‘K-shaped’ split. Other signals: Brooks’ growth, mixed results at Tapestry and a novelty 3D-printed sneaker from Best Buy.
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