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Macy's has posted its best Q1 performance in four years, signaling surprising retail resilience. The company raised its annual outlook, but analysts remain cautious about long-term consumer spending.

General Mills is offloading its China-based Häagen-Dazs shops to local tea firm Ningji, marking another high-profile retreat by a Western brand from a crowded Chinese retail market.

Sam's Club is ramping up its prepared food delivery, aiming to win over diners who typically rely on restaurants for quick, ready-to-eat meals.

A surge in Q1 retail spending provided a strong start to the year, but analysts caution that fading tax refunds and pending tariff shifts could dampen consumer demand in the coming months.

Macy's posts best Q1 results in four years, raising full-year outlooks despite broader retail caution. The performance challenges the narrative of weakening discretionary consumer spending.

Victoria's Secret shares climbed 40% after a surprise earnings beat. Analysts are now assessing whether this marks a sustainable retail turnaround or a short-term correction.