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cover of episode Will Defensive Tone Last? More Retail Results Next

Will Defensive Tone Last? More Retail Results Next

2025/5/21
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio

AI Deep Dive AI Chapters Transcript
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Keith Lansford
M
Michael Townsend
M
Michelle Gibley
N
Nathan Peterson
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Keith Lansford: 投资者密切关注消费者需求和零售商的盈利策略。家得宝和沃尔玛采取了不同的关税应对措施,这反映了零售商在当前经济环境下的不同选择。我将关注塔吉特和劳氏如何应对关税成本,这可能预示着更广泛的零售趋势。 Home Depot: 我们承诺不因关税而提高价格,以维持市场竞争力并保护消费者利益。我们正在积极与供应商谈判,以减轻关税对利润率的影响。通过优化供应链和提高运营效率,我们努力在不转嫁成本给消费者的情况下保持盈利能力。 Walmart: 面对不断上涨的关税,我们可能不得不提高价格以保护利润率。我们正在评估各种策略,包括与供应商谈判和优化成本结构,以尽量减少对消费者的影响。我们致力于在充满挑战的经济环境中保持价格竞争力,同时确保股东价值。

Deep Dive

Chapters
This chapter discusses the upcoming earnings reports from Target and Lowe's, as well as recent reports from Home Depot, Walmart, Palo Alto Networks, and Toll Brothers. The impact of tariffs on company pricing strategies and investor sentiment is also analyzed.
  • Target and Lowe's earnings reports are expected today.
  • Home Depot promised not to raise prices due to tariffs, unlike Walmart.
  • Palo Alto Networks beat earnings estimates but shares fell.
  • Investors will watch how Lowe's and Target handle tariff costs.

Shownotes Transcript

After a six-session win streak ended, investors await Target and Lowe's. Defensive sectors health care and utilities led early this week, possibly reflecting trade and yield fears.

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

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