StreetInsider.com News Articles

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Small box converted to dark stores: Dollar stores remain somewhat insulated from ecommerce today as e-commerce is too expensive for their core customers. Dark stores could help lower the cost of fulfillment while shortening the last mile, as long as there’s enough volume to justify fixed costs. If Walmart

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Amaero nominates Tim Johnson to board of directors

Tue, 10 Mar 2026 08:00:26 -0400

Amaero Ltd (ASX: 3DA) (OTC: AMROF) announced Tim Johnson has been nominated to join its board as a non-executive director, subject to regulatory approval. Johnson is expected to serve as chairman of the audit and risk committee upon appointment.

Johnson previously served as chief financial officer of Victoria's Secret (NYSE: VSCO) from 2021 to 2024 and held the same role at Big Lots Stores from 2012 to 2019 during a 19-year tenure with the company. He currently serves as a director at Dollar Tree (NASDAQ: DLTR), Brinker International (NYSE: EAT), and Driven Brands Inc. (NASDAQ: DRVN). Johnson began his career as

Amaero nominates Tim Johnson to board of directors

Tue, 10 Mar 2026 08:00:26 -0400

Amaero nominates Tim Johnson to board of directors

Tue, 10 Mar 2026 08:00:26 -0400

Amaero nominates Tim Johnson to board of directors

Tue, 10 Mar 2026 08:00:26 -0400

Amaero nominates Tim Johnson to board of directors

Tue, 10 Mar 2026 08:00:26 -0400

Tim Johnson Nominated to Join Amaero Board

Tue, 10 Mar 2026 08:00:00 -0400

MCDONALD, Tenn., March 10, 2026 (GLOBE NEWSWIRE) -- Amaero Ltd (ASX:3DA) (OTC: AMROF) (“Amaero” or the “Company”), a leading U.S. domestic producer of high-value refractory and titanium alloy powders for additive and advanced manufacturing of components utilized by the defense, space, and aviation industries, is pleased to announce that Tim “TJ” Johnson has been nominated to join Amaero’s Board as a Non-Executive Director, subject to satisfying the requisite regulatory requirements.

Upon joining the Board as a Non-Executive Director, it is anticipated that he will assume the responsibilities of Chairman of the Audit and Risk Committee.

Tim Johnson Nominated to Join Amaero Board

Tue, 10 Mar 2026 08:00:00 -0400

Upon joining the Board as a Non-Executive Director, it is anticipated that he will assume the responsibilities of Chairman of the Audit and Risk Committee.

Tim Johnson Nominated to Join Amaero Board

Tue, 10 Mar 2026 08:00:00 -0400

Upon joining the Board as a Non-Executive Director, it is anticipated that he will assume the responsibilities of Chairman of the Audit and Risk Committee.

Tim Johnson Nominated to Join Amaero Board

Tue, 10 Mar 2026 08:00:00 -0400

Upon joining the Board as a Non-Executive Director, it is anticipated that he will assume the responsibilities of Chairman of the Audit and Risk Committee.

Tim Johnson Nominated to Join Amaero Board

Tue, 10 Mar 2026 08:00:00 -0400

Upon joining the Board as a Non-Executive Director, it is anticipated that he will assume the responsibilities of Chairman of the Audit and Risk Committee.

Tim Johnson Nominated to Join Amaero Board

Tue, 10 Mar 2026 08:00:00 -0400

Upon joining the Board as a Non-Executive Director, it is anticipated that he will assume the responsibilities of Chairman of the Audit and Risk Committee.

Tim Johnson Nominated to Join Amaero Board

Tue, 10 Mar 2026 08:00:00 -0400

Upon joining the Board as a Non-Executive Director, it is anticipated that he will assume the responsibilities of Chairman of the Audit and Risk Committee.

Tim Johnson Nominated to Join Amaero Board

Tue, 10 Mar 2026 08:00:00 -0400

Upon joining the Board as a Non-Executive Director, it is anticipated that he will assume the responsibilities of Chairman of the Audit and Risk Committee.

Telsey Reiterates Outperform Rating on Dollar Tree (DLTR) ahead of earnings

Mon, 09 Mar 2026 17:09:21 -0400

Telsey analyst Joseph Feldman reiterated an Outperform rating and $150.00 price target on Dollar Tree (NASDAQ: DLTR)

The analyst commented, "We expect solid 4Q25 earnings and 2026 guidance, reflecting the company's focus on productivity and profitability via improving value, convenience, and discovery. Dollar Tree should benefit from progress on its growth strategy, including opening ~400 gross new stores per year for the next few years (gross unit growth of 4%-plus), expanding its multi-price assortment (continues to be integrated across categories and aisles in the 3.0 format), and providing newness in merchandising. Furthermore, Dollar Tree is investing in store associates, stores, and

Truist: 'We remain buyers of Dollar Tree (DLTR) given significant earnings growth potential'

Mon, 09 Mar 2026 08:56:04 -0400

Truist Securities analyst Scot Ciccarelli reiterated a Buy rating and $156.00 price target on Dollar Tree (NASDAQ: DLTR).

The analyst commented: "4Q should be solid and we believe sales finished ~in-line vs. our recently raised 5.5%E comp est. (based on Truist Card Data, which also implies 1Q is tracking ~in-line so far). As we highlighted from our 4Q mgmt meetings, we think some of the slowdown in traffic (down 30bps) in 3Q was from the trade-off of larger versions of like-for-like product (i.e., $5 bottle of Gain vs. 3 $1.25 SKUs). Deeper insights into our Truist Card Data indicate more moderate

Dollar Tree downgraded to Neutral as Citi now sees balanced risk/reward

Fri, 27 Feb 2026 11:01:25 -0400

Investing.com -- Dollar Tree was downgraded to Neutral from Buy at Citi on Friday, which said the stock’s sharp rebound has left limited upside despite solid operational progress.

Citi analyst Paul Lejuez wrote that while the company is “showing signs of success in its multi-price strategy,” the shares have doubled off their low following the U.S. administration’s April 2025 tariff announcement.

Citi said the stock is now trading within 3% of its $132 target price, creating what it described as a “balanced risk/reward.”

The firm expects a strong fourth-quarter report on March 16, forecasting earnings of $2.63 per share versus the