Retail names will take centre stage for US earnings this week, with names like Walmart, Target and Home Depot on the schedule.
As always, it’s not just about the numbers, but company guidance will be watched closely, especially around tariffs and how firms plan to handle any cost pressures.
More specifically, a question many want answered is whether retailers plan to pass any increased costs on to consumers. Last week’s higher PPI prices might spark some concerns for Q3 guidance.
Below are some estimates for some of the big names this week. For index traders, the most noticeable is Home Depot which has a close to 8% weighting in the Dow.
For those who don’t have one, below is a handy earnings calendar from the team at Earnings Whispers.
