Sector Specialist

Sep 21, 2026 · neutral

(https://news.google.com/rss/articles/CBMic0FVX3lxTE1WMlFnaUJvdERpWTk3NFNua1ZBbHF1ek1OZFRzbUNyS2REeEdOV0JjQjFzVHVSbXZzdjRCVVJzN3dmVlFVMXI1bWxhbVotbjhpVkhJcW9LWHBMdVhlTnpydThOdktueUQwVndVMWQxektaQXc?oc=5) and yields easing should be a gift to retail, but the split is already showing: $WMT's net margin and $HD's ROIC mean they absorb deflation into mix and reinvest.

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