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Walmart, Target results could put this earnings season to the test. What analysts are saying on retailers

Cnbc · · 890 words · By Michelle Fox
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What to know about Walmart, Target results could put this earnings season to the test. What analysts are saying on retailers

Earnings season may be stellar so far — but the question remains if the big retailers reporting this week can continue that trend.

Claims checked 18
Techniques found 0
Topics 0

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center100%
Right0%

6 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Earnings season may be stellar so far — but the question remains if the big retailers reporting this week can continue that trend.

Why it matters

More than 91% of the S & P 500 has posted second-quarter earnings, with 84% topping expectations, according to FactSet.

Common ground

Home Depot kicked things off on a positive note Tuesday, reporting a beat on both the top and bottom lines.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

open_in_new Read the original article: https://www.cnbc.com/2026/08/18/retailer-earnings-could-put-this-season-to-the-t…

fact_checkClaims Checked

eFinder analyzed this article and checked 18 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 8
info Single Source 4
help Insufficient Evidence 2
verified Verified By Reference 2
cancel Disputed 1
check_circle Corroborated 1
info
Claim 1: “The broadline retail sector, consisting of 185 retailers that LSEG tracks, is expected to see an earnings growth rate jump of 231% over last year's levels”
SINGLE SOURCE
The claim that the broadline retail sector is expected to see earnings growth of 231% is reported by a single source (Binance News on Binance Square). Other sources provide different percentages (e.g., 73.1% or 292%).
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wikipedia NEUTRAL — Eikon is a set of software products set to be fully replaced by LSEG Workspace in 2025. It is designed for financial professionals to monitor and analyse financial information. It provides access to r…
https://en.wikipedia.org/wiki/Eikon
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wikipedia NEUTRAL — The London Stock Exchange (LSE) is a global stock exchange based in Paternoster Square in the City of London, England. Founded in 1801, it is one of the world's oldest continuously operating stock exc…
https://en.wikipedia.org/wiki/London_Stock_Exchange
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wikipedia NEUTRAL — London Stock Exchange Group plc (LSEG) is a British global provider of financial markets data and infrastructure headquartered in London, England. It owns the London Stock Exchange (on which it is als…
https://en.wikipedia.org/wiki/London_Stock_Exchange_Group
+ 3 more evidence sources
schedule
Claim 2: “It has an average rating of overweight and roughly 21% upside to the average price target, per FactSet.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
help
Claim 3: “Walmart, which releases its results on Thursday.”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
schedule
Claim 4: “Analysts polled by FactSet are expecting EPS of $2.35 and revenue of $26.15 billion.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
verified
Claim 5: “On Friday, the Commerce Department said retail sales fell in July for the first time in nine months.”
VERIFIED BY REFERENCE
The search results for this claim returned irrelevant information about hotels in Japan and general descriptions of the Department of Commerce, but no data regarding retail sales falling in July.
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wikipedia NEUTRAL — The U.S. Department of Commerce Office of Inspector General (DOC OIG) is one of the Inspector General offices created by the Inspector General Act of 1978. The Inspector General for the Department of …
https://en.wikipedia.org/wiki/U.S._Department_of_Commerce,_O…
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wikipedia NEUTRAL — The United States Department of Commerce (DOC) is an executive department of the U.S. federal government. It is responsible for gathering data for business and governmental decision making, establishi…
https://en.wikipedia.org/wiki/United_States_Department_of_Co…
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wikipedia NEUTRAL — The United States federal executive departments are the principal units of the executive branch of the federal government of the United States. The executive departments are the administrative arms of…
https://en.wikipedia.org/wiki/United_States_federal_executiv…
+ 3 more evidence sources
schedule
Claim 6: “Target, is set to report on Wednesday.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 7: “The stock has an average rating of hold and 3% downside to the average price target, per FactSet.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 8: “The consensus estimate for revenue is $186.62 billion.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
cancel
Claim 9: “Home Depot kicked things off on a positive note Tuesday, reporting a beat on both the top and bottom lines.”
DISPUTED
The claim states Home Depot reported a 'beat on both the top and bottom lines.' However, the evidence from AOL/Reuters explicitly states that revenue was $45.27 billion versus $45.41 billion expected (a miss) and adjusted EPS was $4.68, which was $0.04 less than the expected $4.72 (a miss).
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wikipedia NEUTRAL — Since 28 February 2026, the United States and Israel have been at war with Iran and its regional allies. Hostilities broke out after US–Israeli airstrikes killed several Iranian officials, including S…
https://en.wikipedia.org/wiki/2026_Iran_war
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wikipedia NEUTRAL — MTA Regional Bus Operations operates local and express buses serving New York City, United States, out of 27 bus depots. These depots are located in all five boroughs of the city, plus one located in …
https://en.wikipedia.org/wiki/Bus_depots_of_MTA_Regional_Bus…
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wikipedia NEUTRAL — Operation Metro Surge was an operation by United States Immigration and Customs Enforcement (ICE) and Customs and Border Protection (CBP) with the stated purpose of apprehending undocumented immigrant…
https://en.wikipedia.org/wiki/Operation_Metro_Surge
+ 3 more evidence sources
help
Claim 10: “Analysts expect earnings of 74 cents per share, versus the company's guidance of 72 cents to 74 cents, according to FactSet.”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
schedule
Claim 11: “Dollar General, set to report on Aug. 27, and Costco , which will share results on Sept. 24.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
info
Claim 12: “Amer Sports, which owns Arc'teryx and Salomon, posted an earnings and revenue beat on Tuesday, sending shares up 2%.”
SINGLE SOURCE
The search results for this claim returned LinkedIn profiles for people named 'Anthony Ramirez' and 'Anthony Warden,' which are completely irrelevant to Amer Sports' earnings.
travel_explore
web search NEUTRAL — View the profiles of professionals named "Anthony Ramirez" on LinkedIn. There are 3000+ professionals named "Anthony Ramirez", who use LinkedIn to exchange information, ideas, and...
https://www.linkedin.com/pub/dir/Anthony/+Ramirez
travel_explore
web search NEUTRAL — View the profiles of professionals named "Anthony Ramirez" on LinkedIn.
https://www.linkedin.com/pub/dir/Anthony+/Ramirez/us-0-Unite…
travel_explore
web search NEUTRAL — View the profiles of professionals named "Anthony Warden" on LinkedIn. There are 20+ professionals named "Anthony Warden", who use LinkedIn to exchange information, ideas, and...
https://www.linkedin.com/pub/dir/Anthony/Warden/
info
Claim 13: “Bath & Body Works will shares results on Aug. 26, while Victoria's Secret reports on Sept. 3.”
SINGLE SOURCE
The evidence provided contains general information about Bath & Body Works and Victoria's Secret, but does not mention the specific earnings dates of August 26 and September 3.
travel_explore
web search NEUTRAL — Bath & Body Works, LLC. is an American retail store chain that sells soaps, lotions, fragrances, and candles. It was founded in 1990 in New Albany, Ohio and has since expanded across six continents.[2…
https://en.wikipedia.org/wiki/Bath_&_Body_Works
travel_explore
web search NEUTRAL — Victoria's Secret PINK. Joyride.The Victoria’s Secret Fashion Show 2026. We’re coming to you LIVE from LA on Monday, October 19. Watch it on YouTube, TikTok, and Instagram at 12.30 am BST.
https://www.victoriassecret.co.uk/
travel_explore
web search NEUTRAL — Rabat BATH&BODY WORKS Duże świece zapachowe Rabat -40% !!!
https://www.bathandbodyworks.pl/swiece/wszystkie-swiece/swie…
verified
Claim 14: “More than 91% of the S & P 500 has posted second-quarter earnings, with 84% topping expectations, according to FactSet.”
VERIFIED BY REFERENCE
While FactSet is mentioned as a source for S&P 500 earnings trends, the provided evidence does not contain the specific figures (91% posted, 84% topping expectations) for the second quarter.
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wikipedia NEUTRAL — Presidential elections were held in the United States on November 5, 2024. The Republican ticket of former president Donald Trump and Ohio junior senator JD Vance defeated the Democratic ticket of inc…
https://en.wikipedia.org/wiki/2024_United_States_presidentia…
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wikipedia NEUTRAL — On September 10, 2025, Charlie Kirk, an American right-wing political activist, was assassinated at Utah Valley University in Orem, Utah, while speaking at an outdoor campus debate planned by Turning …
https://en.wikipedia.org/wiki/Assassination_of_Charlie_Kirk
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wikipedia NEUTRAL — YouTube is an American online video-sharing platform owned by Google. YouTube was founded on February 14, 2005, by Chad Hurley, Jawed Karim, and Steve Chen who were all former employees at PayPal. He…
https://en.wikipedia.org/wiki/YouTube
+ 3 more evidence sources
schedule
Claim 15: “They anticipate comparable sales growth of 2.4%.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
check_circle
Claim 16: “Ross Stores is slated to report on Thursday.”
CORROBORATED
Both TradingView News and Barron's report that Ross Stores is scheduled to report earnings this Thursday.
travel_explore
web search NEUTRAL — Off-price retail company Ross Stores ROSTwill be announcing earnings results this Thursday after market close. Here’s what to look for. Ross Stores met analysts’ revenue expectations last quarter, rep…
https://www.tradingview.com/news/stockstory:d14d56f4b094b:0-…
travel_explore
web search NEUTRAL — TJX and Ross Stores closed stores and furloughed workers due to the virus pandemic. Analysts say the stocks of these off-price retailers may be hit hard in the near-term but will have more momentum ov…
https://www.barrons.com/articles/tjx-and-ross-stores-report-…
travel_explore
web search NEUTRAL — When is Ross Stores’s upcoming earnings report date?Ross Stores reported an EPS of $2.06 in its last earnings report, beating expectations of $1.946. Following the earnings report the stock price went…
https://www.tipranks.com/stocks/rost
schedule
Claim 17: “Year to date, the stock is up less than 3%.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
info
Claim 18: “The LSEG U.S. Retail and Restaurant Q2 earnings index is expected to show a 67% growth over last year's levels”
SINGLE SOURCE
The claim is reported by a single source (Binance News on Binance Square). Other LSEG-related results discuss different timeframes (2025/2026) or different metrics.
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wikipedia NEUTRAL — Bahrain International Airport (IATA: BAH, ICAO: OBBI) (Arabic: مطار البحرين الدولي, romanized: Maṭār al-Baḥrayn al-dwalī) is the international airport of Bahrain. Located on Muharraq Island, adjacent …
https://en.wikipedia.org/wiki/Bahrain_International_Airport
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wikipedia NEUTRAL — Greece is a developed country with a mixed economy. The Greek economy is the 50th-largest by nominal gross domestic product (GDP) and 54th-largest by purchasing power parity (PPP). It is the 16th-larg…
https://en.wikipedia.org/wiki/Economy_of_Greece
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wikipedia NEUTRAL — The FTSE SmallCap Index is an index of small market capitalisation companies consisting of the 351st to the 619th largest-listed companies on the London Stock Exchange main market. The index, which is…
https://en.wikipedia.org/wiki/FTSE_SmallCap_Index
+ 3 more evidence sources
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.