This Week in Retail: Target, TJX Companies, and Home Depot earnings

The steepest China tariffs are on pause, so why not take a breather as well and tune in for an educational week of earnings, conferences, and webinars.

Here’s a quick rundown of what’s happening:

In earnings: It’s a big week for retailer earnings, with all the major categories represented. In the home improvement category, Home Depot reports on Tuesday, and Lowe’s reports on Wednesday. Both companies showed signs of life in Q4, as they broke out of their respective losing streaks and expressed long-term optimism that consumers would start investing in their homes despite higher mortgage rates. In the discount category, TJX Companies reports on Wednesday, and Ross Stores reports on Thursday. Discounters have generally excelled in this economy, and TJX arguably most of all. The parent company of TJ Maxx and Marshalls last quarter said it benefitted from a strong holiday season and was in a position to benefit from the chaotic market conditions ahead. In the big-box and warehouse categories, Target reports on Wednesday, and BJ’s Wholesale Club reports on Thursday. The former had a solid holiday quarter, but saw declining profits, and investors will be watching their Q1 earnings closely for whether its ongoing turnaround efforts are working.

In conferences: The International Contemporary Furniture Fair (ICFF) is taking over the Javits Center in New York City through Tuesday. The event is set to bring together 10,000 professional architects, interior designers, retailers, and developers for three days of panels, keynotes, and networking opportunities, as well as a show floor featuring 450 established and emerging brands from across the world.

Meanwhile, the Retail Success Summit is running Tuesday through Thursday with the goal of imagining a “bright, dynamic world of retail – where every storefront tells a story, and every business thrives through connection, creativity, and collaboration.” The conference is being held virtually this year with the goal of helping attendees overcome the barriers of attending this kind of industry event in-person.

In webinars: Deborah Weinswig, CEO and founder of Coresight Research, and R.J. Hottovy, head of analytical research at Placer.ai, are hosting a webinar on Thursday to provide actionable insights on Q2 retail trends, the outlook for Q3, and the state of malls in America as they undergo a resurgence and transformation.