Walmart, Home Depot, Lowe’s, Target, and TJX Companies all reported this week. Together they provide a clear picture of how strong (or weak) the consumer really is.
To sift the truth from the headlines, we hosted our latest Earnings Watch Party of 2Q25 earnings season. In the session, we discussed:
- which retailers are built to weather inflationary pressures,
- which consumer stories are more fragile than they look, and
- how international tech could play into broader market sentiment.
If you want the real story not the headline narrative, this is the place to be.
In this Earnings Watch party we covered: Walmart (WMT), The Home Depot (HD), Lowes (LOW), TJX Companies (TJX), Target (TGT), DiDi Global (DIDIY), Baidu (BIDU), and more.
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This article was originally published on August 22, 2025.
Disclosure: David Trainer, Kyle Guske II, and Hakan Salt receive no compensation to write about any specific stock, style, or theme.
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