Rising interest rates are reshaping the retail landscape, with four of America’s largest retailers facing distinct risks and opportunities depending on their customer base and business model. The Federal Open Market Committee raised the benchmark federal funds rate by 0.25 percentage points at its most recent September 16 meeting, a move that sent ripples through equity markets. Inflation came in slightly hotter than expected in September, with the year-over-year Consumer Price Index rising 3.7%, keeping pressure on the central bank to act further. The FOMC is scheduled to meet two more times in 2026, on October 28 and December 9, leaving open the possibility of additional rate hikes before the year closes.
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