Driving the news: Shoppers are increasingly cautious with spending due to worries about finances, high costs of groceries, housing, and gas. Lower drug prices, resulting from regulatory changes, contributed to the weaker sales performance last quarter. What we’re watching: Despite slower growth, Walmart has raised its outlook for full-year sales and profit. Zoom out: Other major retailers, including Target, Home Depot, Lowe’s, and TJX, have also noted consumers are seeking more value and spending carefully. Delinquencies on credit cards, auto loans, and student debt are rising, reflecting financial strain on households.