We’re at the tail-end of the earnings season, but there are some major retailers still left to report this week. Walmart , Home Depot and Target are among the companies slated to post quarterly results. The reports will give investors a look at the state of the U.S. consumer. Overall, it’s been a strong earnings season. FactSet data shows that, of the more than 460 S & P 500 names that have reported thus far, 82% have beaten bottom-line expectations. Take a look at CNBC Pro’s breakdown of what to expect in this week’s key reports. All times are ET. Tuesday Home Depot is set to report earnings before the bell, followed by a call at 9 a.m. Last quarter: HD earnings came in below expectations . The company’s CFO also said the home improvement retailer would not raise prices due to tariffs. This quarter: Analysts polled by LSEG expect single-digit earnings and revenue growth. What to watch: UBS analyst Michael Lasser expects Home Depot’s results to reflect increased demand for its products, but he advised clients to keep an eye on the company’s professional segment. “Regarding the pro segment, we believe this continued to provide steady support for the retailer’s top-line. HD likely continued to focus on its pro ecosystem, which has been resonating with this customer segment,” he said. What history shows: Home Depot exceeds analyst expectations 86% of the time, though the stock only averages a 0.3% advance on earnings days, according to Bespoke Investment Group. Wednesday Target is set to report earnings in the premarket, with management slated to hold a conference call at 8 a.m. Last quarter: TGT cut its sales outlook due to tariff uncertainty and backlash to its DEI rollback. This quarter: Analysts see a year-over-year earnings drop of around 20%, per LSEG. What to watch: Bank of America downgraded the stock last week ahead of earnings, citing a deteriorating outlook. Indeed the stock is down more than 20% year to date. Can Target prove BofA and wary investors wrong with this report? What history shows: Target’s earnings top estimates 64% of the time, per Bespoke. Estee Lauder is set to report earnings before the bell. A call with analysts and management is set for 8:30 a.m. Last quarter: EL earnings and revenue came in above expectations, but shares slipped more than 1% due to weak revenue guidance. This quarter: Analysts see steep year-over-year earnings and revenue declines for the cosmetics giant, according to LSEG. What to watch: JPMorgan analyst Andrea Teixeira upgraded Estee Lauder last month, noting she expects the report to be a positive catalyst for the stock. “We are placing EL on Positive Catalyst Watch as we believe EL will positively surprise FQ425 from a revenue standpoint, and while initial guidance for FY26 may be conservative, we believe revenues and margins will continue to improve as retail destocking will likely be behind and the company will have more savings from its PRGP program to reinvest in marketing and innovation,” Teixeira wrote on July 25. What history shows: Estee Lauder earnings have beaten analyst expectations for eight straight quarters. However, the stock has fallen after seven of those releases, including one decline of more than 20%. Lowe’s is set to report earnings before the bell, followed by a call at 9 a.m. Last quarter: LOW maintained its full-year outlook as sales from home improvement professionals boosted the company’s results. This quarter: The company is expected to report earnings growth of less than 5% from the year-earlier period, LSEG data shows. What to watch: “The two wildcards to watch: (i) potential GM upside as higher pricing from tariffs benefit sales, but FIFO accounting delays the cost recognition; and (ii) ADG accretion, which is not in most Street models,” Citi analyst Steven Zaccone wrote July 31. What history shows: Earnings days have not been kind to Lowe’s recently, with shares falling after the last three quarterly releases. Thursday Walmart is set to report earnings in the premarket, followed by a conference call at 8 a.m. Last quarter: WMT warned of higher prices for customers due to tariffs , while the company beat on earnings. This quarter: LSEG data shows that analysts see year-over-year earnings growth of about 10% for the retail giant. What to watch: “We expect a solid all-around top-line delivery about consistent with the high-end of management’s Q2 constant currency sales guidance of +3.5-4.5%. For Walmart US, we are lifting our comp estimate to 4.0% from 3.0% previously. We expect continued momentum in Health & Wellness and Grocery, along with sequentially stronger growth in the General Merchandise category,” Oppenheimer analyst Rupesh Parikh wrote. What history shows: Bespoke data shows Walmart earnings top analyst estimates 73% of the time.