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WSJ What’s News

WSJ What’s News

What’s News in Earnings: How Retailers Are Dealing With Price-Conscious Shoppers

Mar 20, 2026 · 5m

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About this episode

Bonus Episode for Mar. 20. Financial results from retailers Walmart, Target, Costco, Macy's and TJX, Ross Stores and Burlington Stores give investors a picture of how consumers are spending amid inflation worries. Wall Street Journal reporter Kelly Cloonan discusses how stores are adapting to shoppers’ preferences and navigating the Trump administration’s tariffs. Alex Ossola hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter.