Retail Giants Lead a Big Earnings Week

Today's session is packed with major results. TGT kicks off at midday, giving investors their first read on US consumer spending this quarter. LOW reports at 1pm — analysts are watching for signs of softness in the home improvement market. ADI and TJX also report today, rounding out a heavy Tuesday slate.

PGR also delivers results this morning. The insurer has been a standout performer. Any guidance shift will move the stock.

EL reports at 12:30pm. Estée Lauder has struggled with weak China demand. This print will test whether that trend is turning.

Tomorrow brings the week's biggest name. WMT reports at noon on Thursday. With a $900bn market cap, Walmart sets the tone for the entire retail sector. DE and ROST also report Thursday, adding depth to the consumer picture.

WSM closes the week Friday with its own quarterly update.

No confirmed IPOs appear on the calendar for the next seven days.

Looking further ahead, NVDA has a conference presentation on Monday the 25th. With markets focused on AI spending, any comments from Nvidia management will draw heavy attention.