Arun Sundaram believes Walmart (WMT) will post strong numbers in its earnings Thursday morning, backed by strength from March retail sales. He notes caution heading into earnings, as last quarter's report was the first domino toppling into a steep tariff-induced sell-off across Wall Street. Arun notes Walmart, Amazon (AMZN) and Costco (COST) as his firm's retail outperformers. Tom White offers two example options trades for Walmart.