We’re on the tail-end of the earnings season, however there are some main retailers nonetheless left to report this week. Walmart , House Depot and Goal are among the many corporations slated to submit quarterly outcomes. The reviews will give buyers a take a look at the state of the U.S. shopper. Total, it has been a powerful earnings season. FactSet information exhibits that, of the greater than 460 S & P 500 names which have reported so far, 82% have crushed bottom-line expectations. Check out CNBC Professional’s breakdown of what to anticipate on this week’s key reviews. All instances are ET. Tuesday House Depot is about to report earnings earlier than the bell, adopted by a name at 9 a.m. Final quarter: HD earnings got here in under expectations . The corporate’s CFO additionally mentioned the house enchancment retailer wouldn’t elevate costs resulting from tariffs. This quarter: Analysts polled by LSEG anticipate single-digit earnings and income progress. What to look at: UBS analyst Michael Lasser expects House Depot’s outcomes to replicate elevated demand for its merchandise, however he suggested purchasers to control the corporate’s skilled section. “Relating to the professional section, we imagine this continued to supply regular assist for the retailer’s top-line. HD possible continued to concentrate on its professional ecosystem, which has been resonating with this buyer section,” he mentioned. What historical past exhibits: House Depot exceeds analyst expectations 86% of the time, although the inventory solely averages a 0.3% advance on earnings days, in accordance with Bespoke Funding Group. Wednesday Goal is about to report earnings within the premarket, with administration slated to carry a convention name at 8 a.m. Final quarter: TGT lower its gross sales outlook resulting from tariff uncertainty and backlash to its DEI rollback. This quarter: Analysts see a year-over-year earnings drop of round 20%, per LSEG. What to look at: Financial institution of America downgraded the inventory final week forward of earnings, citing a deteriorating outlook. Certainly the inventory is down greater than 20% 12 months thus far. Can Goal show BofA and cautious buyers improper with this report? What historical past exhibits: Goal’s earnings prime estimates 64% of the time, per Bespoke. Estee Lauder is about to report earnings earlier than the bell. A name with analysts and administration is about for 8:30 a.m. Final quarter: EL earnings and income got here in above expectations, however shares slipped greater than 1% resulting from weak income steering. This quarter: Analysts see steep year-over-year earnings and income declines for the cosmetics large, in accordance with LSEG. What to look at: JPMorgan analyst Andrea Teixeira upgraded Estee Lauder final month, noting she expects the report back to be a optimistic catalyst for the inventory. “We’re inserting EL on Constructive Catalyst Watch as we imagine EL will positively shock FQ425 from a income standpoint, and whereas preliminary steering for FY26 could also be conservative, we imagine revenues and margins will proceed to enhance as retail destocking will possible be behind and the corporate can have extra financial savings from its PRGP program to reinvest in advertising and marketing and innovation,” Teixeira wrote on July 25. What historical past exhibits: Estee Lauder earnings have crushed analyst expectations for eight straight quarters. Nonetheless, the inventory has fallen after seven of these releases, together with one decline of greater than 20%. Lowe’s is about to report earnings earlier than the bell, adopted by a name at 9 a.m. Final quarter: LOW maintained its full-year outlook as gross sales from dwelling enchancment professionals boosted the corporate’s outcomes. This quarter: The corporate is anticipated to report earnings progress of lower than 5% from the year-earlier interval, LSEG information exhibits. What to look at: “The 2 wildcards to look at: (i) potential GM upside as increased pricing from tariffs profit gross sales, however FIFO accounting delays the fee recognition; and (ii) ADG accretion, which isn’t in most Avenue fashions,” Citi analyst Steven Zaccone wrote July 31. What historical past exhibits: Earnings days haven’t been form to Lowe’s just lately, with shares falling after the final three quarterly releases. Thursday Walmart is about to report earnings within the premarket, adopted by a convention name at 8 a.m. Final quarter: WMT warned of upper costs for purchasers resulting from tariffs , whereas the corporate beat on earnings. This quarter: LSEG information exhibits that analysts see year-over-year earnings progress of about 10% for the retail large. What to look at: “We anticipate a stable all-around top-line supply about in step with the high-end of administration’s Q2 fixed foreign money gross sales steering of +3.5-4.5%. For Walmart US, we’re lifting our comp estimate to 4.0% from 3.0% beforehand. We anticipate continued momentum in Well being & Wellness and Grocery, together with sequentially stronger progress within the Basic Merchandise class,” Oppenheimer analyst Rupesh Parikh wrote. What historical past exhibits: Bespoke information exhibits Walmart earnings prime analyst estimates 73% of the time.
