A U.S. recession is “once again a serious threat,” according to Moody’s chief economist Mark Zandi, largely based on the Iran conflict and the resultant oil price surge. The firm’s projections place the chance of a recession at a little less than half (49%) over the next 12 months (via Forbes).

Family Dollar is poised to launch an extra-small box store (XBS) format in the coming months, targeting densely populated urban areas as being key to expansionary plans. “We are focused on simplifying the business, improving execution in our stores, and ensuring we are positioned to serve our customers and communities for the long term,” said CEO Duncan MacNaughton (via press release).

Following a strong holiday quarter report card, Lululemon posted relatively weak guidance projections for both the upcoming quarter and 2026 as a whole. Q1 sales are projected at between $2.4 billion and $2.43 billion, down from previous estimates of $2.47 billion, per LSEG. Annually, Lululemon is looking at $11.35 billion to $11.5 billion in sales, down from previous expectations of $11.52 billion (via CNBC).

Disney CEO Bob Iger will be succeeded by new chief executive Josh D’Amaro on Mar. 18. D’Amaro had more recently been helming Disney Experiences, an arm which includes Disney’s theme parks, cruises, resorts, and consumer products (via CNBC).

Macy’s, in the midst of a retail retooling, delivered a strong Q4 2025 report card that saw both earnings per share and revenue beat LSEG projections. EPS came in at $1.67 adjusted against $1.53 expected, and revenue at $7.64 billion adjusted against $7.62 billion anticipated. Nonetheless, the company expects revenue and EPS figures to fall short YoY in the year to come (via CNBC).