More retailers are focusing on the impact of theft, creating a bandwagon effect of nodding to "shrink" during tough earnings calls.
BJ's Wholesale Club reported results Tuesday morning that disappointed. But in those results were signs of inflation moderating while consumers grow more cautious, a microcosm of the US economy in one corporate release.
Retail heavyweights Target, Walmart, and Home Depot are finally getting inventory levels under control, and it's a big win for investors.