Quick Read – Walmart (WMT) reported Q1 revenue of $175.68B, up 6.1%, with U.S. comps rising 4.1% ex-fuel on 3.0% transaction growth, while eCommerce climbed 26% and ad revenue rose 44%. – Target (TGT) posted $25.44B in revenue, up 6.7%, with comparable sales swinging to +5.6%…
d EPS of $1.71 beating estimates by 17.03%, driven by apparel, beauty, and same-day delivery growth above 27%. – Walmart is leveraging scale, automation, and higher-margin ad and marketplace revenue to capture upper-income shoppers while maintaining value positioning, whereas Target is pursuing a turnaround through elevated assortment, store refreshes, and discretionary spending revival under a new CEO. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Target didn’t make the cut. Grab the names FREE today
Walmart (NYSE:WMT) and Target (NYSE:TGT) just delivered their Q1 results within a day of each other, and the contrast is striking. Walmart leaned on scale, ads, and upper-income share gains to grow profit. Target staged its sharpest comeback in years under a new CEO, riding apparel, beauty, and digital momentum back into investors’ good graces.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Target didn’t make the cut. Grab the names FREE today. Scale Powers Walmart.