Walmart Stands Tall In a Rocky Retail Environment

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 22 August 2025

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

The retail earnings flood hit this week and it told us a lot about consumer spending, plus the market is once again buying into meme stocks and SPACs. Is this time different? Travis Hoium, Jon Quast, and Matt Frankel discuss: - Retail earnings and takeaways for investors - Opendoor’s pop - The return of SPACs - Meta’s new AI strategy Companies discussed: Meta Platforms (META), Alphabet (GOOG), Dollar General (DG), NXP Semiconductor (NXPI), Walmart (WMT), Target (TGT), Home Depot (HD), Lowe’s (LOW), TJ Maxx (TJX), Costco (COST), On Holding (ONON), Nike (NKE). Host: Travis Hoium Guests: Jon Quast, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Retail earnings are in, and once again, Walmart is standing tall.
0:08.9	Motley Fool Money starts now.
0:27.0	I'm going to do. Everybody needs money.
0:29.3	That's why they call it money.
0:32.5	The best things in life are free,
0:36.1	but you can give them to the birds and bees.
0:40.2	From Fool Global Headquarters, this is Motley Fool Money.
0:44.9	Welcome to Motley Fool Money. I'm Travis Hoy. I'm joined by John Kwas and Matt Frankel.
0:49.2	Today we're going to cover Meta's latest AI news, but we're going to start with the big news of the week,
0:54.0	affecting consumers, investors, and maybe even the Fed, and that is retail earnings. We got earnings from
0:55.5	Target, Walmart, Home Depot, T.J. Max, Lowe's, and BJs, just to name a few of the big retailers
1:02.6	in the U.S. To say it was a mixed bag, was an understatement. Let's start with the macro, John.
1:08.0	What stood out to you from the week in retail?
1:17.0	Well, Travis, thinking about it from a macro perspective, I really see that consumers are pretty picky right now. This kind of came out on the Lowe's conference call, surprisingly enough.
1:23.5	Lowe says that there is 50 billion in deferred home maintenance right now,
1:29.2	according to some third-party reports.
1:31.4	And so to me, that's an indication that for whatever reason,
1:34.7	consumers are spending only on the essentials and deferring what they can.
1:39.8	And so we see this across the board in so many places,
1:44.0	a place like T. like TJ Max right now,
1:46.6	they buy close-out merchandise. Management says that they're getting some great deals right now.
1:51.8	What we're seeing happening is some of these retailers are not able to move inventory like they'd
	...

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