
Retailers' Holiday Outlook and Earnings Amid Economic Shifts
Major retailers like Walmart and Home Depot report that while tariffs have increased costs, their impact on prices and consumer spending has been moderate so far, thanks to strategic sourcing, early inventory stocking, and diversified revenue streams. Consumer resilience remains strong, though some lower-income households and certain categories show signs of sensitivity. Retailers continue to adapt to trade uncertainties with cautious pricing and supply chain adjustments.

