WHAT WE'RE READING

Credit risk moves fast. This is where we share what we're seeing: distressed and higher risk companies, market signals, and the information you need to make smarter decisions about who you sell to and how much exposure you carry.

FEBRUARY, 2026
CNBC

Small furniture retailers face existential tariff threat, regardless of Supreme Court ruling. The Supreme Court could make a decision on President Donald Trump’s “reciprocal tariffs” as soon as this week, but new duties on upholstered furniture, kitchen cabinets and vanities will remain in place regardless of the ruling. Higher costs on imports is the latest blow to the furniture industry, which had been buckling under high interest rates and a sluggish housing market well before tariffs came into the picture. Small businesses are feeling the impact most acutely while larger retailers have been taking market share.

FEB 19, 2026
CNBC

Amazon surpasses Walmart in annual revenue for first time, as both chase AI-fueled growth. Amazon has dethroned Walmart as the company with the largest annual revenue. The shuffle, while largely symbolic, underscores the retail rivalry between the companies, particularly as Walmart riffs off Amazon’s playbook by chasing alternate revenue streams like advertising. The two companies have competing approaches with artificial intelligence, with Amazon significantly stepping up AI investments and Walmart leaning on tech partnerships.

FEB 19, 2026
CNBC

Walmart reports strong holiday growth, but earnings outlook falls short of estimates. Walmart topped fourth-quarter earnings and revenue estimates, but its current fiscal-year earnings outlook fell short of Wall Street’s expectations. Chief Financial Officer John David Rainey told CNBC the company again had strong gains in e-commerce and online pickup and delivery orders, particularly among higher-income consumers. The earnings report is Walmart’s first since John Furner took over as CEO on Feb. 1.

FEB 19, 2026
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