Retail Daily Minute | Macy's Stages a Real Comeback, Ulta Beauty Crushes Q1 & Amazon Reinvents Visual Search

Omni Talk Retail · Jun 4, 2026 · 5m

Welcome to Omni Talk's Retail Daily Minute, sponsored by Duvo and Mirakl.

In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:

Macy's reports Q1 net sales of $4.7B, up 1.8% YoY, with comps rising 3% overall and 2.4% at its 200 reimagined stores.

Ulta Beauty beats top and bottom line estimates with EPS of $7.74 vs. $6.86 expected and revenue of $3.16B, raises full-year EPS guidance, and credits its TikTok Shop launch, Rare Beauty addition, and fragrance strength for a standout fiscal Q1.

Amazon expands AI-powered visual search in its shopping app with real-time generative image…