Katherine Black breaks down this week’s retail earnings and looks ahead to Walmart’s (WMT) report. She thinks WMT is “doing a lot of great things” and expects a good quarter, though she highlights how “price investments” could influence their outcome. She also covers Target (TGT) and TJX (TJX), emphasizing shopper experience. Katherine also gives her expectations for the holiday season, including which categories could outperform.

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