Walmart opened the door for retailers to hike prices over tariffs, but Home Depot doesn't plan to. Digging into each business helps explain why.

Retailers have been treading carefully around the question of price increases and import taxes since Trump slammed Walmart last weekend.

John San Marco, senior research analyst at Neuberger Berman, joins ‘Closing Bell Overtime’ to discuss what Walmart’s plan to raise prices on some goods means for the retail business, how investors should approach retail,