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The 3 core themes in Walmart's earnings. One of them is AI.
Yahoo Finance Video76d agoneutralVIDEO
The 3 core themes in Walmart's earnings. One of them is AI.

Walmart (WMT) stock has taken a dip on its first quarter results that were in line with Wall Street estimates, reporting $177.8 billion in revenue and adjusted earnings of $0.66 per share. The retailer also reported 4.1% in US same-store sales growth and maintained its full-year outlook. TD Cowen senior research analyst Oliver Chen reacts to Walmart's figures and explains how he is viewing value themes overtake the retail sector as consumers remain hard pressed by higher prices.

The 3 core themes in Walmart's earnings. One of them is AI.
Yahoo Finance Video76d agoneutralVIDEO
The 3 core themes in Walmart's earnings. One of them is AI.

Walmart (WMT) stock has taken a dip on its first quarter results that were in line with Wall Street estimates, reporting $177.8 billion in revenue and adjusted earnings of $0.66 per share. The retailer also reported 4.1% in US same-store sales growth and maintained its full-year outlook. TD Cowen senior research analyst Oliver Chen reacts to Walmart's figures and explains how he is viewing value themes overtake the retail sector as consumers remain hard pressed by higher prices.

$1 Trillion in Spending Has Been Defeated by an Almond
24/7 Wall St.76d agoneutral
$1 Trillion in Spending Has Been Defeated by an Almond

Wall Street has cheered almost every press release about AI infrastructure, with hyperscalers Microsoft, Google, Amazon, Meta, and Oracle, plus the Stargate joint venture, committing more than $1 trillion in announced data center spending. The Contradiction The market loves it. Local zoning boards do not. In Loudoun County, Tucson, central Ohio, and across rural Wyoming, ... $1 Trillion in Spending Has Been Defeated by an Almond

Is Walmart stock beginning to crack under stretched consumers?
Yahoo Finance Video76d agoneutralVIDEO
Is Walmart stock beginning to crack under stretched consumers?

Walmart (WMT) is in focus on Thursday after the chain retailer's adjusted earnings ($0.66 per share) and revenue ($177.8 billion) came in line with Wall Street estimates. The stock is dropping after maintaining its full-year outlook and reporting a 4.1% increase in US same-store sales. Yahoo Finance Executive Editor Brian Sozzi leads a panel discussion with Senior Markets Reporter Ines Ferré, Markets and Data Editor Jared Blikre, and Freedom Capital Markets managing director Paul Meeks over whether Walmart should be worried about pressured consumers and the store's second quarter outlook.

Tech Stocks Plunge. Meanwhile, Costco Surged to All-Time Highs.
24/7 Wall St.76d agobullish
Tech Stocks Plunge. Meanwhile, Costco Surged to All-Time Highs.

Things were getting quite a bit volatile for tech to start the week. And while Wednesday’s session gave relief to tech-heavy investors, it’s hard to tell which direction the tech sector and some of the most overheated names in AI (look no further than those red-hot semi plays) will head next as Nvidia (NASDAQ:NVDA) sets ... Tech Stocks Plunge. Meanwhile, Costco Surged to All-Time Highs.

Mixsoon Rollout Puts Costco’s Online-To-Store Beauty Strategy In Focus
Simply Wall St.76d agoneutral
Mixsoon Rollout Puts Costco’s Online-To-Store Beauty Strategy In Focus

Mixsoon is moving from a successful Costco online run to a nationwide in-store rollout across more than 500 U.S. warehouses. This expansion broadens Costco Wholesale's health and beauty assortment and brings a fast growing K beauty brand into high visibility physical locations. The rollout reflects Costco's effort to use online trends and influencer driven demand to attract additional foot traffic and new members. Costco Wholesale (NasdaqGS:COST) is drawing attention not just for its...

Target Badly Crippled By Competition
24/7 Wall St.76d agoneutral
Target Badly Crippled By Competition

One of the best ways to gauge how badly Target (NYSE: TGT) has been beaten down by competitors is to look at the five-year performance of the company and its competitors, Walmart and Costco (NASDAQ: COST). Over the period, Target’s stock has been down 45%. Walmart’s (NYSE: WMT) is 131% higher. Costco is up 180%. ... Target Badly Crippled By Competition

Costco or Sprouts: Which Is the Better Short Bet Right Now?
24/7 Wall St.76d agoneutral
Costco or Sprouts: Which Is the Better Short Bet Right Now?

Costco (NASDAQ: COST) and Sprouts Farmers Market (NASDAQ: SFM) both look vulnerable for very different reasons. Costco is firing on all cylinders yet trades at a valuation that leaves no room for slippage. Sprouts is hitting the wall on comps while still expanding aggressively. The question for short sellers is which crack widens first. One ... Costco or Sprouts: Which Is the Better Short Bet Right Now?

Target CEO is starting to 'chop wood' in turnaround: Analyst on earnings
Yahoo Finance Video77d agoneutralVIDEO
Target CEO is starting to 'chop wood' in turnaround: Analyst on earnings

Target (TGT) came out swinging this quarter as the retailer boasted adjusted earnings of $1.71 per share (vs. Bloomberg estimates of $1.43) and revenue of $25.44 billion (vs. estimates of $24.1 billion). Coresight Research founder and CEO Deborah Weinswig comments on the progress that Target CEO Michael Fiddelke has made in the store's turnaround plan. Fiddelke told Yahoo Finance that the company saw "broad-based" strength across its customers as it prioritized pricing on everyday items.

Jim Cramer Says He Prefers Costco Over BJ’s for the Long Run
Insider Monkey77d agoneutral
Jim Cramer Says He Prefers Costco Over BJ’s for the Long Run

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) was among the stocks Jim Cramer looked at as he explained the need for a tame bond market for the stock market to go higher. Cramer mentioned the stock during the episode and said: What else? The club retailers have diverged here. Costco’s got red hot… BJ’s Wholesale Club. […]

Dollar General adopts Costco-style store strategy
TheStreet77d agoneutral
Dollar General adopts Costco-style store strategy

Dollar General wants to be more than just a cheap place to buy groceries and household staples. The retailer has invested heavily in improving its stores. That's perhaps not a direct response to a 2024 episode of “Last Week Tonight,” in which John Oliver highlighted the many problems in its stores, ...

The Selective Shopper’s Portfolio: 6 ETFs Positioned for the Circular Economy Shift
24/7 Wall St.77d agoneutral
The Selective Shopper’s Portfolio: 6 ETFs Positioned for the Circular Economy Shift

Inflation isn’t killing consumer spending—it’s evolving it. Follow the money flow to see the structural shift moving billions into resale, repair, and discount giants. American consumers are rerouting their spending rather than pulling back. With University of Michigan sentiment at 48.2, the savings rate down to 3.6% from 5.1% in early 2025, and energy prices ... The Selective Shopper’s Portfolio: 6 ETFs Positioned for the Circular Economy Shift

Target’s strategy wins across the K-shape economy
Yahoo Finance Video77d agobullishVIDEO
Target’s strategy wins across the K-shape economy

Yahoo Finance Executive Editor Brian Sozzi is joined by Opening Bid panel guests Crossmark Global Investments Chief Market Strategist Victoria Fernandez and Yahoo Finance Data and Markets Editor Jared Blikre to break down Target’s (TGT) earnings report after the retailer delivered better-than-expected results.

Target Is Melting Down Today. Should Walmart and Costco Stockholders Worry?
24/7 Wall St.77d agoneutral
Target Is Melting Down Today. Should Walmart and Costco Stockholders Worry?

Shares of Target (NYSE:TGT) are down 7% to $118 in early trading on Wednesday, May 20, after the retailer delivered a clean beat-and-raise quarter that investors are nonetheless selling. The reversal comes after a sharp rally into the report, with the stock entering the session up 33% year to date (YTD). The headline numbers were ... Target Is Melting Down Today. Should Walmart and Costco Stockholders Worry?

Costco (COST) – Among the 10 Best Long Term Low Risk Stocks to Buy According to Hedge Funds
Insider Monkey77d agobullish
Costco (COST) – Among the 10 Best Long Term Low Risk Stocks to Buy According to Hedge Funds

Costco Wholesale Corporation (NASDAQ:COST) is included among the 10 Best Long Term Low Risk Stocks to Buy According to Hedge Funds. On May 19, Oppenheimer analyst Rupesh Parikh raised the firm’s price target on Costco Wholesale Corporation (NASDAQ:COST) to $1,160 from $1,100 and maintained an Outperform rating ahead of quarterly results. The firm said it […]

Costco will soon do something it only does 7 times a year
TheStreet78d agoneutral
Costco will soon do something it only does 7 times a year

As someone who's been a Costco member for 20 years and an Executive member for most of them, I'm often asked why I continue to pay for access to a store I'm going to spend money at. After all, I could just waltz into Walmart and load up on low-cost groceries and household essentials instead. But a ...

Forget chicken fingers, Costco quietly adds new food court item
TheStreet78d agoneutral
Forget chicken fingers, Costco quietly adds new food court item

Earlier this year, Costco made headlines by testing chicken fingers at select food courts. "The offering includes five breaded chicken breast strips, along with a dipping sauce," reported TheStreet's Maurie Backman. "The cost of the new meal deal is $6.99, which is a bit higher than Costco’s ...