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Jim Cramer says the problem with retail isn't that customers aren't spending money, it's where they're spending it.
Check out the companies making headlines after the bell Thursday: Nordstrom, Dillard's, Shake Shack and more.
Kohl's stock fell more than 6 percent after the retailer reported quarterly results that fell short of analyst expectations.
Retail pain hit another company Thursday, as Nordstrom reported quarterly earnings that fell well short of analysts' expectations.
CNBC's Bob Pisani looks at the day's market action including Apple continuing to weigh on the Dow and disappointing retail earnings bringing the sector down.
Retail's slump has some concerned about the future of malls, but one pro says the right REITs will do well.
Retail executives are scratching their heads over the disconnect between the improving economy and a pullback in traffic and spending.
Kohl's big comparable sales miss is stirring up more reminders of the huge nosedive retail took during the most recent recession.
CNBC's Courtney Reagan reports on retail's crummy quarter.
U.S. stock index futures were higher on Thursday morning, helped by extended gains in oil prices, as traders eyed the release of another batch of data and some earnings in the retail sector.
Some of the names on the move ahead of the open.
Retailers' earnings Thursday could stir up concerns about the consumer, but markets may focus on politics.
Retail stocks got crushed on news that Macy's business was worse than feared.
The "Halftime Report" experts trade Macy's and the retail space more broadly
Oliver Chen, Cowen & Co. retail analyst, weighs in on Macy's and the future of retail.
CNBC's Bob Pisani looks ahead department stores, specifically Macy's, and watch sales.
Implied earnings moves in retail, with CNBC contributor Dan Nathan.
Like many of its competitors, Macy's has struggled to sell merchandise to consumers who are more interested in spending on travel and dining out.
Discussing the department store and retail space with Jan Kniffen, J. Rogers Kniffen Worldwide Enterprises CEO and CNBC Contributor; Matthew Boss, JPMorgan Equity Research Analyst for Department Stores & Specialty Softlines; and Liz Dunn, Talmage Advisors Founder & CEO.
CNBC's Courtney Reagan reports on the troubles facing department stores.