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Taking the Measure of Consumer Spending at Home Depot

WSJ's Take On the Week

CHAPTER

Analyzing Decline in Shipping Costs and Upcoming Earnings from Target and Walmart

This chapter explores the decline in shipping costs and its potential impact on a specific metric. It also discusses the historical resilience of home improvement spending and the need to review assumptions if this trend changes. Additionally, the chapter highlights upcoming earnings reports from Target and Walmart, exploring how their performance may reveal contrasting stories about the American consumer and considers the potential changes in retail spending and the effects of inflation on consumer budgets.

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