CNBC Televisionยท2025-08-18 21:40Retail Performance & Trends - Target has been lagging behind its peers, particularly Walmart, despite different business mixes [1][2] - None of the major big box retailers, including Walmart, Costco, and Best Buy, have confirmed new highs in the S&P 500 [4][6] - Potential opportunity exists if retailers have beats and raises across the board, but this is considered unlikely [7] External Factors & Challenges - Retailers face headwinds related to the potential for a protracted trade war [5] - Investors are concerned about retailers without a "milk and eggs component" (essential goods), suggesting merchandise mix is crucial [14] - Tariffs' impact may only be significantly felt for half the quarter, and the market has already priced some of it in [13] - High credit card bills could negatively impact demand after the back-to-school season [15] Home Improvement Sector - Home Depot is considered an important stock, with details about the housing market being closely monitored [8][9] - High interest rates are seen as potentially beneficial for Home Depot, as homeowners are more likely to improve existing homes rather than move [10][12] - Home Depot expects its "pro business" to return to growth in 2025 [11] Resilient Retailers - Walmart and Home Depot are considered resilient in the face of tariff concerns [16]