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Kate McShane

Kate McShane is a retail and consumer sector analyst at Goldman Sachs, where she focuses on evaluating the performance and outlook of major retail companies. Her research covers consumer spending patterns, industry trends, and the financial health of leading retailers. McShane's insights are widely referenced by investors and market participants seeking to understand developments in the retail and consumer sectors.

Home Depot Ticks Up On Earnings Beat, Analysts Stick With Bullish Calls
Home Depot Ticks Up On Earnings Beat, Analysts Stick With Bullish Calls
Dollar Tree Q4 Beats Expectations, Analysts Split On Stock Outlook
Dollar Tree Q4 Beats Expectations, Analysts Split On Stock Outlook
Home Depot Provides FY26 Outlook, Market Recovery Case
Home Depot Provides FY26 Outlook, Market Recovery Case
Dollar Tree Q4 Beats Expectations, Analysts Split On Stock Outlook
Dollar Tree Q4 Beats Expectations, Analysts Split On Stock Outlook
Home Depot Provides FY26 Outlook, Market Recovery Case
Home Depot Provides FY26 Outlook, Market Recovery Case
Home Depot Faces Slower Demand — But Analysts Still Call It A Long-Term Winner
Home Depot Faces Slower Demand — But Analysts Still Call It A Long-Term Winner
Home Depot May Announce More Acquisitions To Grow Pro Business, Analysts Say
Home Depot May Announce More Acquisitions To Grow Pro Business, Analysts Say

Kate McShane Recent News

Home Depot Q1 Earnings Preview: Tariffs, Mortgage Comments, How Consumers Are 'Changing Their Spending Habits'
Home Depot Q1 Earnings Preview: Tariffs, Mortgage Comments, How Consumers Are 'Changing Their Spending Habits'
Home Depot's first-quarter financial results could show the impact of tariffs, mortgage rates and consumer spending habits.
Walmart Growth Prospects Remain Solid But Tariff Uncertainty Lingers, Analysts Say
Walmart Growth Prospects Remain Solid But Tariff Uncertainty Lingers, Analysts Say
Walmart's stock climbs despite mixed Q1 results. Analysts maintain buy ratings and positive outlook for future earnings due to strong performance.
Goldman Sachs Sees Upside In Retail Giants Dollar Tree, Home Depot, Best Buy And Target Despite Tariff, Margin Pressures
Goldman Sachs Sees Upside In Retail Giants Dollar Tree, Home Depot, Best Buy And Target Despite Tariff, Margin Pressures
Goldman Sachs analyst Kate McShane shares insights on Dollar Tree and Home Depot, highlighting tariff impacts, valuation metrics, and inventory strategies.
Walmart's Strong Outlook Driven By 3 Strategic Advantages, Analyst Says
Walmart's Strong Outlook Driven By 3 Strategic Advantages, Analyst Says
Walmart's investor day highlighted positive ecommerce growth, with a Buy rating and $106 price target from analyst Kate McShane.
Ulta Beauty's Q1 Comp Momentum Turns This Analyst Bullish, Plus 'Tariff Risk Is Low'
Ulta Beauty's Q1 Comp Momentum Turns This Analyst Bullish, Plus 'Tariff Risk Is Low'
Goldman Sachs analyst Kate McShane upgrades Ulta Beauty citing rebound in market share and potential for conservative 2025 guidance.
Petco Analysts See Turnaround Progress With Higher Margins, Profitability Focus
Petco Analysts See Turnaround Progress With Higher Margins, Profitability Focus
Shares of Petco (WOOF) skyrocketed despite disappointing Q4 results, as analysts maintain Outperform ratings and note progress under new CEO.
Dick's Sporting Goods Posts Q4 Beat, Guidance Disappoints As Analysts Highlight Market Share Gains
Dick's Sporting Goods Posts Q4 Beat, Guidance Disappoints As Analysts Highlight Market Share Gains
Shares of Dick's Sporting Goods were under pressure in early trading on Wednesday, even after the company reported upbeat Q4 results.
Costco Wholesale Posts Q4 Earnings Miss; Performing Well Above Peers, Analysts Say
Costco Wholesale Posts Q4 Earnings Miss; Performing Well Above Peers, Analysts Say
Costco shares down after reporting mixed Q2 results. Analysts optimistic about strong sales and potential growth.
Best Buy's Comp Sales Turns Positive After 12 Quarters, Heightened Tariff Concerns Weigh On Outlook, Analysts Say
Best Buy's Comp Sales Turns Positive After 12 Quarters, Heightened Tariff Concerns Weigh On Outlook, Analysts Say
Shares of Best Buy (BBY) rise after reporting upbeat Q4 sales amid exciting earnings season.
Home Depot Posts First Earnings Growth In 2 Years: Shares Up Despite Disappointing Guidance
Home Depot Posts First Earnings Growth In 2 Years: Shares Up Despite Disappointing Guidance
Home Depot (HD) stock rises despite soft 2025 outlook. Q4 results beat expectations with growth in sales and earnings. Analysts remain bullish.
Walmart Posts Q4 Beat, Shares Tank On Disappointing Guidance: Analysts Highlight One-Time Items
Walmart Posts Q4 Beat, Shares Tank On Disappointing Guidance: Analysts Highlight One-Time Items
Walmart reported fiscal fourth-quarter adjusted earnings of 66 cents per share, beating consensus of 65 cents per share.
Target Hits Bullseye On Holiday Sales, But Margin Pressures Loom: The Bull Vs. Bear Case For 2025
Target Hits Bullseye On Holiday Sales, But Margin Pressures Loom: The Bull Vs. Bear Case For 2025
Target analyst raises comp estimate and price target. Weighs in on the bull and bear cases.
Target Posts Q3 Earnings Miss: Analysts Slash Forecasts On Market Share Loss, Margin Concerns
Target Posts Q3 Earnings Miss: Analysts Slash Forecasts On Market Share Loss, Margin Concerns
Markdowns and promotions represent "the lion's share" of Target's Q3 gross margin miss and drop in Q4 guidance.
Lowe's Pro Sales Lead The Way As DIY Slows, Analysts Say
Lowe's Pro Sales Lead The Way As DIY Slows, Analysts Say
Lowe's Companies reported upbeat Q3 results but witnessed softness in bigger-ticket DIY discretionary demand. Analysts maintain Buy ratings.
Walmart Posts Q3 Sales Beat, Raises Guidance: Analysts Expect Strong Earnings Growth Ahead
Walmart Posts Q3 Sales Beat, Raises Guidance: Analysts Expect Strong Earnings Growth Ahead
Walmart same-store sales grew by 5.3%, tracking better than consensus of 3.9%. This was driven by traffic being up 3.1%.
Dollar General Market Share Loss To Walmart Is 'Opposite Of What Historically Happens' When Consumers Stress: Analyst (UPDATED)
Dollar General Market Share Loss To Walmart Is 'Opposite Of What Historically Happens' When Consumers Stress: Analyst (UPDATED)
Dollar General reports Q2 earnings miss and reduces its outlook by 20%. Analysts cautious on low-end consumer stress and market share loss.
Ulta Beauty Misses Q2: Loses Market Share, Inventories Continue To Grow, Says Analysts
Ulta Beauty Misses Q2: Loses Market Share, Inventories Continue To Grow, Says Analysts
Ulta Beauty posts Q2 earnings miss. Comps decline by 1.2% and GMs contract. The trends are expected to continue. Some analysts reduce price targets.
Walmart Stock 'One Of The Most Compelling' Retail Investments: 7 Analysts Highlight Market Share Gains
Walmart Stock 'One Of The Most Compelling' Retail Investments: 7 Analysts Highlight Market Share Gains
Walmart stock draws praise from analysts after second-quarter results show market share gains across different consumer income levels.
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