Retailers are struggling to differentiate themselves from each other, says Katie Thomas. She and R.J. Hottovy discuss Target (TGT) and Walmart (WMT) going into the holidays. Katie also notes that only 25% of consumers have cut back on spending. R.J. says that "value" is the main theme for this holiday season. He mentions how both target and Walmart are working to clear excess inventory. They then talk about what holiday shopping might look like this year. Finally, they go over the inflation impact on retailers. Tune in to find out more about the stock market today.