Looking at tariff cost push forward to consumers in Walmart earnings, says Mizuho's David Bellinger

which tracks the country, is up nearly 20% this year. We'll retail earnings kick off in earnest next week, with Target and Walmart among the key names reporting investors focusing in on what retailers have to say about the consumer and the impact of tariffs. So far, Walmart shares are up over 10% this year, helped along by e-commerce and grocery businesses, while the more discretionary focused target has dropped nearly 24%.So for more on what to expect from these companies, Mizuho senior analyst David Belli ...