Home Depot and Lowe's report earnings this week amid big headwinds, including a stalled U.S. housing market recovery, tariffs, and a consumer allergic to big spending, with investors clamoring for insight on when the storm may pass.

Several big-box U.S. retailers are reporting second-quarter earnings this week, offering a glimpse into the spending habits of consumers and the continued impact of President Trump’s trade war. Here a

Lowe’s reports quarterly earnings Wednesday before the market open. Home Depot stock rallied after a lukewarm earnings report, signaling that investors are more focused on future consumer resilience than current results.