U.

U.S. Retail Earnings Surge in Q1 2026
U.S. retail earnings are projected to grow 25.2% year-over-year in the first quarter of 2026, according to the LSEG U.S. Retail and Restaurant earnings index. This significant expansion reflects strong performance in broadline retail, where major retailers are capitalizing on consumer spending momentum and operational efficiency gains. However, the growth picture shows divergence across sectors. While broadline retailers drive the overall earnings acceleration, household durables are experiencing weakness, signaling potential headwinds in discretionary spending for big-ticket items. This bifurcated performance suggests consumers remain selective with purchases, favoring essential and general merchandise over major appliances and furniture. The 25.