Retail industry says Trump tariff reversal will bring predictability, flexibility for innovation

The retail industry cheered a Supreme Court ruling that struck down some of President Donald Trump's global tariffs. Clothing, footwear and discretionary items were among the imports most vulnerable to Trump's tariffs, which imposed steep rates on countries such as China and Vietnam.

CNBC • Feb 20, 2026

Impossible for a retailer to have certainty right now, says SW Retail Advisors' Stacey Widlitz

Stacey Widlitz, SW Retail Advisors president, joins 'Power Lunch' to talk the impact of tariffs and today's SCOTUS decision on retail stocks.

CNBC Television • Feb 20, 2026

Retail and apparel stocks spike after Supreme Court strikes down President Trump's tariffs

In a blockbuster ruling Friday, the Supreme Court judges said Trump went too far when he slapped “reciprocal” tariffs around the globe under a federal emergency-powers law — and hit select imports in the name of fighting fentanyl trafficking.

New York Post • Feb 20, 2026

Retailers could win big on a repeal of Trump's tariffs. Here's why the stocks aren't rising.

Target, Nike and Hasbro stand to be big beneficiaries as the SCOTUS ruling could lower costs, analysts say, but stocks of retail giants like Walmart and Costco fell.

Market Watch • Feb 20, 2026

The Zacks Analyst Blog United States Oil, XOP, ENOR,XRT, INDY and JETS

USO surged as oil jumped over 4% on rising U.S.-Iran tensions, lifting energy ETFs while pressuring retail, airline and India funds.

Zacks Investment Research • Feb 20, 2026

XRT Is Up 11% But the Real Story Is Which Retailers Are Winning

The SPDR S&P Retail ETF ( NYSEARCA:XRT ) tracks the S&P Retail Select Industry Index with equal-weighted exposure across 73 retail holdings spanning apparel, grocery, discount, and specialty retail.

24/7 Wall Street • Feb 18, 2026

Retail ETFs in Spotlight as US Releases Holiday Season Report Card

XRT and other retail ETFs come into focus after flat December sales and weak real spending cast a shadow over the 2025 holiday season.

Zacks Investment Research • Feb 18, 2026

Weekly Economic Snapshot: Labor Strength Meets Cooling Inflation

The U.S. economy began 2026 with a display of unexpected resilience in the labor market, even as long-term data revisions painted a more modest picture of 2025 growth. While consumer spending showed signs of exhaustion during the holiday season, inflation continued its downward trajectory, reaching levels not seen in several years.

ETF Trends • Feb 17, 2026

Retail Sales Flat in December, Lower Than Expected

The Advance Retail Sales Report from the Census Bureau showed consumer spending was unexpectedly flat in December. Headline sales were unchanged, down from November's 0.6% reading and below the projected 0.4% growth.

ETF Trends • Feb 10, 2026

Weekly Economic Snapshot: Consumer Prices Ease as Margin Debt Hits Historic Highs

As the second half of January begins, the U.S. economy presents a picture of cooling inflation and resilient consumer activity. While consumer price growth hit a six-month low in December and retail sales rebounded to start the holiday season, investor sentiment has reached a fever pitch.

ETF Trends • Jan 20, 2026