Walmart's Earnings 'a Little Squishy': Analyst Gutman

The transcript discusses market reactions to earnings, highlighting how any blemish, such as gross margin issues, can lead to penalties. It examines the impact of supply chain and freight costs on margins and contrasts this with Home Depot's strong performance, which seems unaffected by these issues.

What does the speaker imply about the market's reaction to minor issues?

What was the performance of the competitor mentioned in the text?