Jefferies' Corey Tarlowe on Walmart Q2 results: The business is moving in the right direction

Walmart earnings are out this morning. The company reporting adjusted earnings of 68 cents which missed expectations. However, there were some legal expenses in that that might not have been expected by all the analysts on the street.Walmart raising its fullear outlook, even saying that cost from tariffs continue to rise, but it's still raising its outlook and that stock right now down by about 2.8%. Joining us right now is Corey Tarlo. He is Jeffy's VP of equity research.And Corey, let's talk this through. ...