When Home Depot reported earnings early this week, it gave us the first real signal about how freight could shape up heading into Q1. They told us the consumer wasn’t collapsing, but they also weren’t opening their wallets like they used to. Big home projects were getting delayed. DIY was soft. And inventory levels were steady enough that a big January restock wasn’t coming. Now Lowe’s and Walmart have stepped up to the mic — and they’ve basically confirmed everything Home Depot hinted at. And for small c ...