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The Week Ahead: Walmart, Macy's, and Home Depot Report

We'll also get results from Cisco, plus the consumer price index, retail sales, and industrial production.

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Jeremy Glaser: Retail earnings will be a highlight this week. Walmart reports on Thursday. Analyst Zain Akbari believes the firm's wide moat is very much in tact and that they will be able to generate strong returns despite intense competition. With the stock up over 15% in the last three months though, Akbari doesn't see value today.

No-moat Macy's, on the other hand, is facing an uphill battle to fend off competitors, according to Jaimie Katz. The firm has been making some progress in its turnaround, but Katz still expects sales to decline an average of 1% a year over the next five years and for margins to drop as the firm spends on its e-commerce platform and store remodeling. Shares are trading in 2-star territory ahead of its report on Wednesday.

Jeremy Glaser does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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