Macy's ( M ) and Lululemon ( LULU ) are in focus after the retailers released early estimates for the fourth quarter. Lululemon raised its profit and sales target for the quarter, while Macy's indicated sales are at the low end or below its guidance.

Seana Smith and Brad Smith examine what the updates signal about the retail giants and what Lululemon and Macy's investors need to know.

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This post was written by Naomi Buchanan.