This Week in Retail: Q1 retail earnings and Amazon shareholders meeting

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The customer’s always journeying: Retail, like life, is about the journey—the customer journey, that is. In our State of Stores report, we dive into how retailers need to use every tool in their kit (including the POS) to meet the ever-expanding expectations of today’s shoppers. Read it here.

If you were wondering how retailers are faring in 2026, several big names are releasing their Q1 earnings this week. Of the major big box chains, The Home Depot is first up on Monday. Then TJX Companies, Target, and Lowe’s will drop on Wednesday, followed by Walmart and Ross Stores on Thursday and BJ’s Wholesale on Friday.

Here’s what else is going on in retail this week:

In conferences: The Lead Summit is coming to New York City this week, and the brand-only event brings together leaders from DTC companies to share ideas and explore where the industry is headed. Anthropologie, Rag & Bone, MAC Cosmetics, and Crocs will be sending speakers, and topics include personalization, brand building, and optimizing AI tools.

In policy: Earlier this month, Senate Democrats sent letters to consumer reporting agencies to gather information about how they are handling buy now, pay later loans, and the deadline for responses is today. The impetus for the letters was an earlier request to BNPL providers, which found that many of them don’t provide their customer data to credit agencies, even as credit agencies have publicly said they are receiving some of this data. The request is aimed at clearing up the confusion.

In meetings: On Wednesday, Amazon is hosting its annual shareholder meeting, during which investors will elect board members and vote on shareholder proposals. These proposals include requests for additional reporting on the environmental impact of data centers, additional reporting on charitable partnerships, and an additional report on climate commitments—all of which Amazon is recommending shareholders vote against, per a proxy statement.