In this video from Wednesday's edition of MarketFoolery, host Mark Reeth and Motley Fool analysts Matt Argersinger and Bryan White take a deep Foolish dive into retail stock earnings and what the holiday season ahead looks like for the retail sector.

Lowe's announced disappointing numbers this morning, sending shares down, while J.C. Penney reported similarly disappointing numbers, sending shares up. What gives? Plus, our analysts dive into the latest retail report from the Commerce Department and make some predictions about Black Friday.