🎯 SUCCESS 🧠 BRAIN 💸 MONEY 🧭 SPACES 🌍 TRAVEL 🎙️ PODCASTS 📺 VIDEOS 🎥 CRIME & MOVIES
  • Skip to main content

Mad Mad News

LIVE ABOVE THE MADNESS

Order Now • Check Delivery Today
As an Amazon Associate I earn from qualifying purchases. Delivery availability varies by item and location.

SUCCESS


Walmart, Target, and Kroger face growing retail crime issue

September 4, 2026 MMN Editor Filed Under: Uncategorized

When people talk about shoplifting and organized retail crime (ORC), they tend to focus on the bottom-line impact on businesses. That makes sense because the numbers aren’t small, according to the National Retail Federation’s (NRF) The Impact of Theft & Violence 2026 report.

“The 2026 report demonstrates a concerning shift as criminals move beyond traditional shoplifting to more sophisticated external theft schemes, with retailers reporting higher rates of repeat offenders (50%), ORC-related incidents (40%), and walkout or pushout theft (37%). Fraud is also rising, with phone scams (69%), loyalty fraud (51%) and gift card theft or fraud (42%) increasing,” the data showed.

The NRF, however, does not focus on how theft and thieves impact frontline retail workers.

A new report from HALOS, a bodycam company used by Walmart, Target, Kroger, TJ Maxx, H&M, and Aldi, shows that it does, and that the impact is quite severe.

Here’s why frontline retail workers might quit

“Two-thirds of frontline workers have experienced customer aggression acutely enough that they’ve considered leaving their job,” according to HALOS’ study of 2,500 frontline employees.

The report found that nearly two in five of the surveyed workers said customer abuse is treated as “just part of the job” where they work. And nearly 40% say customer aggression has increased over the past 12 months.

In addition, the study found that 57% of frontline workers experienced customer abuse or know a colleague who had during a typical four-week period.

Other key findings included:

Nearly 30% of survey respondents said they did not report the last serious customer aggression incident they experienced.

Of those, 32% said they did not believe the incident was serious enough, 28% believed nothing would happen if they reported it, and 13% worried about potential repercussions.

When incidents were reported, only 43% said action was ultimately taken.

“The research also found weaknesses in reporting processes themselves. Nearly one-third of respondents said reporting takes too much time during an active shift, and only 55% believe reporting leads to meaningful action,” according to HALOS.

Technology can help prevent aggression against workers.Shutterstock

Management has to play an active role in worker safety

Back when I ran a large toy store in Manchester, Conn., I occasionally had to deal with aggressive customers. Usually, it was older male shoppers making inappropriate comments to younger, female workers.

In one case, an older man became quite abusive and told multiple workers they were “stupid” because we did not sell the items he was looking for.

As the manager, I stepped in, spoke to the customer, and told him that if he spoke to my employees that way, he would be asked to leave the store. He calmed down for that visit, but then on a future trip repeated his abusive comments and was escorted out of the store.

Dick’s Sporting Goods, in 2024, changed how it handled aggressive customers. Under the past policy, every effort was made to appease the customer.

In the past, Dick’s managers would respond to customer conflicts by apologizing to the customer “whether or not we did anything wrong,” Dick’s Chief People Officer Julie Lodge-Jarrett told HRM Executive Network’s People + Strategy Podcast.

“Step two would be to remove the front-line employee from the situation and do anything possible to please the customer,” she added.

That was not a popular policy with workers, and the company now uses a new script.

“Sir, I can tell you’re unhappy, and I would like to do everything I can to help you get what you came in here for today. But I want to start by saying that at Dick’s Sporting Goods, we don’t tolerate a lack of respect, and we expect that everyone’s treated with the dignity that they deserve. And how you’re treating my teammate is unacceptable. So we’ve got two choices. You can choose to be civil, and if you do, I’d love to help you get what you came here for. Or if you don’t think you can do that, I’d politely ask you to leave.”

That’s a change from apologizing to the customer “whether or not we did anything wrong,” Lodge-Jarrett said, and the move helped improve worker satisfaction.

Losing workers is expensive

A study conducted by The Josh Bersin Company and UKG showed that while 80% of all jobs are frontline workers, 75% of the people in those positions felt “burned out,” and 51% felt “like a number, not a person.”

That’s an opportunity companies are missing out on because even small improvements have a big impact on the bottom line.

“For example, the report reveals that even a 1% improvement in retention can yield up to 100X savings in cost, training, and performance — a powerful case for investing in a truly frontline-first technology platform that delivers a seamless, positive worker experience,” the data showed.

UKG showed two key ways companies can cut down on frontline worker churn.

Leading companies recognize the importance of this workforce segment. They offer above-average wages, high degrees of flexibility, safe and productive workplaces, and career development opportunities.

Invest in frontline management. Top companies prioritize developing new leaders and equipping them with the tools to lead effectively. This includes workforce planning, work scheduling, recruiting, development, engagement, and lots of peer support so managers can learn from one another. They also establish carefully defined management principles that everyone can follow.

Protecting workers from aggressive customers goes a long way toward worker retention, according to HALOS CEO Alan Ring.

“Customer aggression is no longer simply a security issue. It’s affecting whether frontline employees feel safe, supported, and willing to remain in their jobs. Employers need to make incidents easier to report, respond consistently, and give staff clear evidence that their concerns lead to action,” he said.

Walmart, Target, Kroger, TJ Maxx, H&M, and Aldi did not confirm that they use HALOS or any other bodycam technology. None of the chains contributed to this article.

ALSO READ: Costco shuts down member service with no notice

House Like Senate Votes To Delay New Trump OMB Rule Until December 11

September 4, 2026 MMN Editor Filed Under: Uncategorized

On Tuesday, the House, like the Senate had done a month ago, voted for a continuing resolution that would delay the new White House OMB rule until at least December 11.

ESPN Ups Its Tennis Coverage Behind Andy Roddick And RedZone

September 4, 2026 MMN Editor Filed Under: Uncategorized

TNT’s “whiparound”-style tennis coverage comes to ESPN as Andy Roddick impresses in the first year of a new 12-year deal to air the U.S. Open

Morgan Stanley makes a buy call on tumbling retail giant stock

September 4, 2026 MMN Editor Filed Under: Uncategorized

Anyone who shops at TJ Maxx or Marshalls knows the routine. You walk in without a list, dig through the racks, and leave with something you did not plan to buy.

That treasure-hunt habit has powered The TJX Companies (TJX) for decades.

So when the company’s flagship Marmaxx division posted its softest sales growth in years, shoppers and shareholders both noticed.

The stock has slid, down about 16% over the past month as of Sept. 3.

Yet one major bank is telling clients to look past the dip.

Why Morgan Stanley still rates TJX stock a buy

In a Morgan Stanley research note shared with me, analyst Alex Straton reiterated an Overweight rating and a $178 price target on TJX.

Straton, who leads Morgan Stanley’s softlines and off-price retail coverage and rates rivals Ross Stores (ROST) and Burlington (BURL), frames TJX as a “consumer compounder.” 

It refers to a business that keeps growing profits steadily through good times and bad.

Overweight is Morgan Stanley’s version of a buy call. It means the bank expects the stock to outperform its retail peers over the next 12 to 18 months.

The $178 target sits roughly 35% above where TJX traded in early September, near $131.

TJX beat overall expectations, even as its Marmaxx division posted its weakest comparable sales in years.SOPA Images / Getty Images

What actually went wrong inside Marmaxx stores

Marmaxx is TJX’s largest segment, combining TJ Maxx, Marshalls, and the smaller Sierra chain, whose sales are folded into Marmaxx’s results.

Comparable sales there rose just 1% in the second quarter, according to TJX‘s earnings report, well below the 6% to 7% growth logged at HomeGoods, TJX Canada, and TJX International.

Morgan Stanley points to three fixable problems rather than a broken business.

1. Empty racks despite full backrooms

Understaffed teams and messy storage rooms meant inventory sat hidden in the back instead of moving onto the sales floor. That left shoppers staring at gaps on the shelves, even when the product existed in the building.

2. Missed calls on basics and back-to-school

Rivals leaned harder into everyday apparel basics and moved earlier on back-to-school goods, so Marmaxx was caught with the wrong mix at the wrong time.

3. Beauty complaints and pricing pressure

According to Reddit discussions tracked by the bank, shoppers noticed damaged packaging in the beauty aisle, threatening what is normally a highly profitable section.

Straton also questions whether Marmaxx’s reputation for low prices is shrinking as other retailers cut prices more aggressively.

CEO Ernie Herrman was blunt on the earnings call, calling the shortfall “self-inflicted and within our control,” Investing.com reported.

How the rest of TJX covered the shortfall

Even with its biggest division stalling, TJX still beat expectations across the board.

Overall comparable sales rose 4%, adjusted earnings per share climbed 11% to $1.22, ahead of the $1.19 analysts expected, and the company’s management raised its full-year profit outlook.

HomeGoods did the heavy lifting, with comparable sales up 7% and net sales jumping 10% to $2.5 billion.

Three signs the wider portfolio held up:

HomeGoods, Canada, and International each grew comparable sales 6% to 7%.

Adjusted pre-tax margin widened to 11.9%, up 50 basis points from a year earlier.

Management lifted its long-term store target by 500 locations, to 7,500 stores.

That variety of brands is the whole argument. When one engine slows, the others keep the profits growing.

What Morgan Stanley’s price target really assumes

The $178 target is not a single guess. It sits at the midpoint of two scenarios the bank models.

Bull case, $197: TJX fixes Marmaxx quickly and holds mid-single-digit comparable sales across every banner.

Base case, $158: Execution problems drag on, and medium-term comparable sales fall below the roughly 4% the bank expects.

Even Morgan Stanley’s more cautious $158 outcome would still put TJX above its early-September price, and its optimistic case implies a much larger gain.

TJX stock vs. the broader market

Here is how TJX has traded against the S&P 500.

PeriodTJXS&P 500Past 5 daysDown about 3%Roughly flatPast monthDown about 16%Modest gainYear to dateDown about 14%Up about 13%

The company still generates steady free cash flow and pays a dividend yielding about 1.4%, with a quarterly payout of $0.48 a share.

What still needs to happen before the recovery sticks

Management says Marmaxx improved in August and expects comparable sales there to climb back toward 2% to 3% by the fourth quarter.

Getting there is not free. The company will likely spend more on store labor, marketing, and sharper pricing to win shoppers back.

More Retail Stocks:

Ross Stores customers will soon feel a notable change in stores

Major mall retailer closes more stores in 2026

Target takes big step to be more like Costco

There are also near-term costs to watch. 

TJX flagged higher fuel and freight expenses in the back half, and inventory grew 7% heading into the holidays, so that merchandise needs to sell.

That matters because American shoppers are working with tight budgets. Discount chains usually see more business when money is tight, and competitors are experiencing this directly. 

What TJX investors should watch next

Morgan Stanley’s message is that one weak quarter at Marmaxx does not undo the case for TJX.

The company beat expectations, widened margins, and raised guidance even while its largest division stumbled, which is exactly what the bank wants a diversified retailer to do under pressure.

The risk is real. If Marmaxx’s sales remain slow through the holiday season and higher operating costs reduce profits, the base case target of $158 becomes the most likely result. 

If that happens, long-term investors may have to wait longer to see a return. 

For now, the buy call rests on one question. Can TJX get the right products back on the floor before the crowds arrive? 

The company’s management says the solution is already underway, and Morgan Stanley is betting it works.

Related: Costco makes key move to expand membership base

Jim Cramer flagged one stock quietly concentrating portfolios

September 4, 2026 MMN Editor Filed Under: Uncategorized

On the August 27, 2026 episode of Mad Money, a longtime viewer named Jeff from San Francisco listed his top five holdings for Jim Cramer’s diversification game.

The five names, Alphabet, NVIDIA, Apple, Caterpillar, and Eli Lilly, span four sectors and would appear well-balanced under standard sector classification, 247 Wall St. reported.

Cramer’s response flagged a structural shift in revenue that most investors in industrial stocks have yet to absorb.  

With Caterpillar reclassified as a data center stock, four of Jeff’s five positions, Alphabet, NVIDIA, Apple, and Caterpillar, all draw revenue from AI infrastructure spending. 

The portfolio spans four sectors on paper but is increasingly a concentrated AI bet in practice.

Caterpillar’s second quarter revealed a company in transformation

Caterpillar reported its first $20 billion quarter in Q2 2026, with revenue reaching $20.5 billion for a 24% gain over the prior year. Adjusted earnings per share came in at $8.17, as Caterpillar disclosed in its August 4, 2026, earnings release.

Within the Power and Energy segment, power generation revenue climbed 29% due to demand for reciprocating engines and turbines used in data center applications.

Retail sales to power generation customers surged 72% year over year, and the company’s backlog expanded to a record $72 billion, Utility Dive reported.

Some customers are placing equipment orders as far out as 2030, reflecting the depth of demand for data center construction, Joe Creed, Chairman of the board and CEO at Caterpillar, noted on the earnings call. 

That growth profile prompted Cramer to pull Caterpillar out of Jeff’s portfolio entirely.

The market has priced in the shift, with Caterpillar shares up roughly 36% year to date and about 86% over the trailing 12 months through September 2, 2026, Yahoo Finance reported. 

The stock trades at a forward price-to-earnings ratio of 23.94, as of September 2, 2026, a multiple more typical of technology names than of industrial peers, Guru Focus confirmed.

Record S&P 500 concentration amplifies the hidden overlap

Caterpillar’s transformation fits a broader pattern, changing what diversification means for investors who hold index funds or build their own stock portfolios.

The ten largest S&P 500 stocks now control nearly 41% of the index’s total market capitalization at the end of 2025, eclipsing the dot-com bubble’s peak of about 27%.

RBC Wealth Management data show the top-10 weighting hovered between roughly 18% and 23% from 1990 through 2015. It has nearly doubled over the past decade, driven largely by AI-linked gains in a small group of mega-cap names.

More Personal Finance:

Schwab warns of 5 money traps risking savings, investments

Lenders still make small business loan promise FTC banned

Dave Ramsey has a simple fix for stalled debt payoff

Nearly 50 cents of every dollar invested in the S&P 500 now flows into AI-linked stocks, the Kobeissi Letter estimated in a May 2026 analysis.

That means even investors who never bought a single Caterpillar share may have the same hidden AI tilt through a standard index fund. 

John Patrick Lee, Product Manager at VanEck, called it an unintentional active sector bet via ETF Trends, while direct holdings like Jeff’s only compound the overlap.

“Investors don’t have to think there’s an AI bubble to be concerned about the concentration risk that AI has wrought,” Morningstar Indexes strategist Dan Lefkovitz warned.

S&P 500 concentration means index investors may hold more AI exposure than they realize, making diversification harder despite owning hundreds of stocks.SOPA Images / Getty Images

How Cramer proposed to rebalance the portfolio

That concentration profile is exactly what Cramer set out to fix in Jeff’s portfolio. After reclassifying Caterpillar, Cramer needed replacement stocks whose revenue doesn’t rise and fall with data center capital expenditure cycles.

His first pick was TJX Companies, the off-price retailer that posted second-quarter fiscal year 2027 adjusted earnings of $1.22 per share. 

Comparable-store sales rose 4%, and TJX raised its full-year adjusted earnings guidance to a range between $5.15 and $5.20 per share.

TJX shares were down roughly 13% year-to-date at the time of the segment, a setup Cramer viewed as an opportunity while management still executes, Yahoo Finance reported.

Christine Benz, director of personal finance and retirement planning at Morningstar, said in an interview that investors who overweight mega-cap growth and technology should consider repositioning toward small-cap value.

Small-cap value has kind of persistently underperformed the large-cap growth stocks, and I think that arguably there’s a pretty good value there, so investors might do a little bit of repositioning so they’re not so heavily tilted toward those mega-cap growth and technology stocks,

Cramer’s second pick was Wells Fargo, which reported second-quarter 2026 earnings of $2 per share on $22.6 billion in revenue, the earnings release showed. 

Net interest income rose 5% year over year, while the bank returned $3.0 billion to shareholders through buybacks. The stock serves as a financial-sector anchor, with earnings tied to loan demand and interest rate spreads.

What Caterpillar’s shift means for your next portfolio review

Caterpillar’s shift illustrates a gap between how companies are classified by sector and where their revenue growth originates, one that standard labels alone cannot close.

Lefkovitz noted in his Morningstar analysis that sector classifications can obscure how closely mega-cap holdings are linked. AI concentration cuts across stocks, sectors and themes, making traditional diversification metrics less reliable.

Investors can spot hidden AI overlap by checking each company’s latest 10-Q for revenue details and comparing its forward P/E to that of similar companies. 

When multiple positions depend on the same spending cycle, Benz recommended shifting toward non-AI sectors such as off-price retail or regional banking.

Related: Jim Cramer reveals his 20% rule for winning stocks

Why Everyone Is Wrong About The ‘Harry Potter’ HBO Show

September 4, 2026 MMN Editor Filed Under: Uncategorized

HBO’s new Harry Potter trailer offers the best look yet at the upcoming TV adaptation, its new cast, Hogwarts and a more faithful take on the books.

This 75-Year-Old Millionaire Says She Would ‘Drop Dead’ Before She Bought a Morning Coffee. Here’s Why.

September 4, 2026 MMN Editor Filed Under: Uncategorized

She also avoids dining out as much as possible, relying instead on home-cooked meals.

Gen Z Is Fed Up With Fizzy Alcohol Drinks and Startups Are Cashing In: ‘No Bubbles, No Troubles’

September 4, 2026 MMN Editor Filed Under: Uncategorized

Younger alcohol drinkers complain that bubbles make them feel bloated, so a new wave of brands is betting that flat is the future.

Why Gloria Steinem Is The Ultimate Model For Social Entrepreneurs

September 4, 2026 MMN Editor Filed Under: Uncategorized

Gloria Steinem is the OG social change entrepreneur. She built powerful media organizations. She disrupted a male-dominated culture, transforming women’s equality.

Mick Schumacher On The Move To IndyCar’s Meyer-Shank Racing In 2027

September 4, 2026 MMN Editor Filed Under: Uncategorized

After spending his rookie NTT IndyCar Series season with Rahal Letterman Lanigan Racing, Mick Schumacher announced he will be at Meyer Shank Racing in IndyCar in 2027.

  • « Go to Previous Page
  • Page 1
  • Interim pages omitted …
  • Page 7
  • Page 8
  • Page 9
  • Page 10
  • Page 11
  • Interim pages omitted …
  • Page 311
  • Go to Next Page »

© 2026 Mad Mad News™ · OGGHY Media™ Live Above the Madness™ Independent news, signals, and analysis. Atlanta, Georgia

Live Above The Madness

Market Wire

Find the signal. Investigate the opportunity.

Market Headlines

Search A Stock

Enter a ticker or company name to open a deeper market view with quote data, charts, company news, financials, and research.

GO DEEPER: Quote • Chart • News • Financials • Research
Primary Source Latest SEC Filings

Search company filings, 10-Ks, 10-Qs, 8-Ks and other disclosures.

Opportunity Watch IPO Watch

Explore upcoming, recent and newly listed public companies.

Minute News Brief

A quick audio briefing for readers who want the market and business picture without opening another video.

Quick Market Pulse

S&P 500 Dow Nasdaq Gold Oil Bitcoin

Market links open third-party research pages. MMN does not provide investment advice.