Shares of consumer staples companies are trading higher as surging oil prices due to military strikes in Saudi Arabia, Yemen and the Strait of Hormuz helped push the U.S. 10-year yield to 5.00%. Investors may be seeking haven in stocks with better cash-generation profiles amid worries over elevated inflation and Fed interest rates.

'Trump Officials Weigh Rolling Back Beef Import Plan As GOP Midterm Panic Spreads' - Politico Exclusive

https://www.politico.com/news/2026/09/23/trump-beef-imports-midterms-gop-panic-01090261

Kroger Exec Says SNAP Benefit Cuts, Higher Fuel Prices Are Pressuring Household Budgets; Customers Buying More On Need

Kroger CEO Says Cyclospora Outbreak Hit Q2 Identical Sales By About 35 Basis Points; Says Customers Remain Under Pressure, Unit Growth Has Slowed Since Start Of Year

Costco Wholesale Reports Strong Q4: Revenue, Earnings Beat Estimates

Here's a detailed look inside the Q4 earnings report from Costco Wholesale.

Costco Q4 Preview: Stock Hits 8-Month Lows, Will Higher Gas Prices Help Turn Things Around?

Higher gas prices could help struggling Costco stock. Here's why.

Target Uses AI Personalization to Deepen Digital Guest Engagement

Target is increasingly using AI-powered tools to personalize digital shopping experiences, including AI-powered wish lists that boosted creations over 50% and key-page conversion nearly 20%. The retailer is also partnering with OpenAI and Google Gemini for agentic commerce development. Traffic from external AI platforms is growing at 3.5 times the industry pace. Target's stock has outperformed its industry significantly, rising 21.7% in three months versus a 7.3% industry decline.