Dollar General earnings, Fedspeak, jobless claims: What to Watch

Yahoo Finance Video and Josh Lipton

December 4, 2025

In this video:

DG

+3.55%

HRL

+1.45%

KR

+2.09%

DOCU

+2.47%

HPE

+2.21%

Asking for a Trend host Josh Lipton previews several of the biggest stories to come tomorrow, Thursday, December 4, including earnings results from Dollar General (DG), Hewlett Packard Enterprise (HPE), and Ulta Beauty (ULTA); commentary from Federal Reserve Vice Chair for Supervision Michelle Bowman; and the latest reading on initial jobless claims.

To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend.

Video Transcript

00:03 Yahoo Finance

Time now for what to watch Thursday, December 4th. Starting off on the earnings front, we’re getting a big batch of reports on Thursday from the retail sector including Kroger, Dollar General and Ulta Beauty.

00:15 Yahoo Finance

Kroger announcing results for the third quarter in the morning. Analyst expecting Kroger to take a big accounting hit in Q3, about 2.6 billion because it’s shutting down three of its automated fulfillment centers.

00:27 Yahoo Finance

Moving over to the Federal Reserve, more commentary coming on Thursday from Fed vice chair for supervision, Michelle Bowman.

00:34 Yahoo Finance

This is coming ahead of the Fed’s preferred inflation gauge PCE coming out on Friday and the December FOMC meeting coming out next week.

00:41 Yahoo Finance

Investors will listen closely for any clues in the new commentary for the Fed’s path on monetary policy.

00:46 Yahoo Finance

And taking a look at the labor market, we’ll be getting weekly initial jobless claims data on Thursday.

00:52 Yahoo Finance

Economists forecasting that number to tick up to 220,000, signaling a small bump in claims, but still historically low.

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