Retail Resilience and Earnings Insights

This chapter explores the preparedness of major retailers like Walmart and Target for the holiday season, emphasizing their supply chain investments and the skepticism surrounding their confidence. It also highlights Intuit's remarkable financial performance driven by significant revenue growth and successful acquisitions, while discussing macroeconomic challenges faced by software businesses. Additionally, the chapter addresses the notable earnings from Axon Enterprise and examines market trends that could influence consumer spending in the upcoming months.