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The narrative that "everybody shops online so who needs physical stores" is dangerous to retailing, former department store exec Allen Questrom warns.
"Fast Money" traders on Thursday tried to make sense of an erratic retail earnings season after Wal-Mart reported results.
Wal-Mart reports a higher-than-expected quarterly profit as sales in the U.S. market rose and the retailer kept a lid on costs.
A choppy retail earnings season continued Wednesday, and "Fast Money" traders looked through the wreckage at how to play the sector.
The "Fast Money" traders give you 6 stocks to trade following a tough day for retail
Lowe's reports quarterly earnings and revenue that topped analysts' expectations.
Lowe's domestic comparable-sales growth topped Home Depot's for the first time since second quarter 2010.
It's a good report but not as good as the headline numbers suggest, says Brian Nagel, Oppenheimer & Company, breaking down Lowe's quarterly results. Also Nagel reexamines Home Depot's quarter but reiterates his positive outlook on the home improvement space.
Wall Street can be unkind, and Jim Cramer believes it’s missing the point in two retail stocks.
Dissecting the day's major market news, with the Fast Money traders.
Home Depot reported a 9 percent rise in quarterly sales, saying that inconsistent weather drove demand across the board.
U.S. stocks closed lower Tuesday, amid gains in oil prices, after renewed investor concerns about a Fed moving sooner rather than later.
Jan Kniffen, J. Rogers Kniffen Worldwide Enterprises CEO, discusses the retail sector and quarterly earnings from the likes of Home Depot and TJX Companies.
CNBC's Courtney Reagan looks into Home Depot's stock falling despite strong quarterly results.
Big first-quarter beats from Home Depot and TJX proved that consumers are still willing to visit and buy products from a physical store.
Amid the wreckage in the retail sector, is now the time to cherry-pick some of the names that may have been unfairly punished?
Google's new cloud chief has a big wall to climb to catch Amazon, but she says the market is only in its infancy.
JPMorgan analyst Chris Horvers talks about Home Depot results and consumer spending.
CNBC’s Courtney Reagan takes a look at Home Depot shares, TJX results, and Children's Place.
CNBC's Mary Thompson reports on what’s moving markets this morning from the NYSE.