4.6 • 8K Ratings
🗓️ 17 November 2025
⏱️ 25 minutes
🧾️ Download transcript
A few big box retailers report earnings soon, including Target, Walmart and Lowe’s. That could give some clarity on the state of the American consumer as we head into the holiday shopping season. Though of course Nvidia, the top-performing tech firm on Wall Street, will be the most exciting earnings call of the week. We’ll explain what all the hype’s about. Also in this episode: the NAR predicts homes sales will jump 14% next year and a former coal mining town pivots to nuclear.
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| 0:00.0 | Government data is coming soon, but not yet. |
| 0:06.5 | From American public media. |
| 0:08.9 | This is Marketplace. |
| 0:14.7 | In Los Angeles, I'm Kyle Rizzdall. |
| 0:20.6 | It is Monday, today 17 November.. Good as always to have you along, |
| 0:24.8 | everybody. You know, when you come back from being out of the office for a while, a week or maybe two, |
| 0:30.1 | if you're lucky for a vacation or something, and then you open your work email and you spend |
| 0:34.8 | hours plowing through it all? That, except for 44 days away, |
| 0:40.4 | and when you're allowed to come back to your government's statistical job, the whole economy |
| 0:44.2 | is waiting for you to start producing again. All of which I mentioned, because the last data |
| 0:49.7 | we had on retail sales in this economy usually comes from the Census Bureau. The last data we have |
| 0:55.3 | is from August, TBD on when we're going to get those figures for September and October, if |
| 1:00.2 | at all, as the Bureau works through its backlog. In the meanwhile, though, we are going to get |
| 1:05.7 | quarterly earnings from a bunch of big retailers this week, starting with Home Depot tomorrow, |
| 1:09.9 | Lowe's Target and Walmart |
| 1:10.9 | to follow. So using them as a proxy, Marketplace's Henriette previews what those results might |
| 1:16.6 | tell us about the health of retail and about the consumers who power it as holiday shopping season |
| 1:21.7 | looms. Big retail companies will tell investors this week how much money they brought in between |
| 1:27.1 | August and October, but they'll also likely talk about how many things they sold. |
| 1:32.0 | And that's what Gorov Chabra, managing directorate Alex Partners, will be paying attention to. |
| 1:36.8 | When a consumer walks in and buys fewer things at a higher price, that could result in a higher revenue performance by retailers. |
| 1:48.7 | Fine for those big box retailers, but if consumers are buying less stuff overall, that might not be |
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