From Cheddar.

Barron’s reporter Sabrina Escobar joins Big Business This Week for a dynamic look at the state of consumer goods and retail, as companies adapt to shifting shopper behavior and macroeconomic pressure. Walmart’s latest earnings paint a picture of cautious consumers, spending more on essentials while pulling back on discretionary items. Meanwhile, Lowe’s is outperforming Home Depot, thanks in part to aggressive share repurchases that are boosting EPS despite Home Depot’s stronger fundamentals. And at Target, leadership is in flux as longtime CEO Brian Cornell announces his 2026 departure, signaling deeper questions about the company’s identity and performance. Meanwhile, McDonald’s is tackling price sensitivity head-on with new value menu strategies, aiming to re-engage customers amid ongoing inflation. Watch!

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