- Lululemon topped fourth-quarter estimates but gave weaker-than-expected sales and earnings forecasts for 2026.
- Macy's posted solid fourth-quarter results as it tries to revamp some stores and close others.
- Bob Iger is stepping aside as Josh D'Amaro, who previously served as chairman of Disney's experiences division, takes over as CEO.
- CEO Ed Bastian told CNBC's Phil LeBeau that Delta had taken a $400 million fuel hit in the quarter, but that demand has been "really, really great."