Storyline
Retailer Earnings Reveal U.S. Consumer Health
Major retailers including Walmart, Target, and Home Depot are reporting second-quarter earnings that will provide insights into consumer spending patterns, inflation pressures, and the broader health of the U.S. economy. Investors are watching these disclosures closely amid concerns about softening consumer demand and how shoppers are redefining value amid persistent inflation.
WalmartTargetHome DepotU.S. consumer spendinginflation
2026-08-20
- Walmart strong again in second quarter, but its outlook is reserved
- Walmart strong again in second quarter, but its outlook is reserved
- Walmart posted strong sales and raised its outlook — powered by tariff refunds
- Walmart puts up another strong performance in the second quarter, but its outlook is cautious
- Walmart pledges to use US tariff refund to cut grocery prices
2026-08-19
- Lowe's posted higher sales but trimmed its outlook as DIY spending stayed under pressure
- Target profits double after $1bn tariff refund
- Target's sales surged and full-year outlook rose — but the stock slid anyway
- Target’s comeback quarter: New merchandise, more shoppers and a $994M tariff refund
- Lowe's gives muted outlook as it sees 'pressure' in home improvement spending
- Target’s comeback quarter: New merchandise, more shoppers and a $994M tariff refund
- A new look and fresh merch are winning customers back at Target as sales rebound
- Target’s comeback quarter: New merchandise, more shoppers and a $994M tariff refund
- Target’s comeback quarter: New merchandise, more shoppers and a $994M tariff refund
- New merchandise, more foot traffic and a $994 million tariff refund powers a strong second quarter for Target
- Target’s grocery overhaul is helping it win back customers