Alexis Browne Roberts calls this earnings season "very interesting" for retailers. She notes strength in companies like Home Depot (HD) and Urban Outfitters (URBN), while other stocks like Target (TGT) continued to sell off. Alexis believes companies with more diversified, U.S.-based supply chains will withstand tariffs. However, even giants like Walmart (WMT) face pressure of passing costs onto customers.