Q2 2026 U.S. Retail Preview: Broadline Retail Drives Growth

Lipper Alpha Insight 2.78K Followers Follow Summary The U.S. consumer remains resilient enough to support earnings growth, but that resilience is increasingly concentrated. The LSEG U.S. Retail and Restaurant Q2 earnings index, which tracks changes in the growth rate of earnings within the sector, is expected to show a 67.0% growth over last year’s levels. Of the 185 retailers tracked by LSEG, the Broadline Retail sector, representing a wide variety of consumer goods, is headed for the highest earnings growth rate in the second quarter, recording a 231.1% surge over last year’s level. Richard Drury/DigitalVision via Getty Images By Jharonne Martis The U.S. consumer remains resilient enough to support earnings growth, but that resilience is increasingly concentrated. Strong profit growth is being driven by a handful of large, high-margin retailers, while guidance across the broader sector points This article was written by Lipper Alpha Insight 2.78K Followers Follow Lipper Alpha Insight (https://lipperalpha.refinitiv.com/) is a free daily news and commentary blog, giving financial professionals actionable ideas and insight to make sense of individual security news and events and stay on top of macroeconomic trends. We have a team of expert analysts that are constantly looking at the financial landscape in order to keep you up to date on the latest movements.