Nvidia's Blowout And Retail's Resilience In The Last Big Week For Q4 Earnings

2026-02-27 04:30:00 ET

Trade Risk Returns Just as Retailers Begin to Report

With over 90% of S&P 500 earnings reported, the season wraps up next week with a final trickle of retail names. Overall, it was a great season for these large-cap names, with EPS growth topping 13%, the fifth consecutive quarter of double-digit growth, and revenue growth of 9%. ¹ Will those types of growth numbers continue in 2026, especially now that trade risk seems to be back on the table?...

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