Canadians’ boycott of a beloved seaside town in Maine this summer feels more like a heart-wrenching breakup. “The day I come back to Maine will be a happy day for me.” 🔗: https://t.co/1UHge5SpNj https://t.co/K0rhFGqgcO ...

Canada's boycott of US spirits slashed American liquor sales — but it’s also hurting Canadian brands https://t.co/Gp5S6sWiFR ...

Canadians say they’re ramping up their boycott of US travel and products in response to US President Donald Trump’s tariffs, and the country’s central bank is taking notice https://t.co/qzv3jCuscC ...

This section here traditionally would have been filled with U.S. corn. Customers love it because it's a great product. What started as a big display has been shrunk.In response to U.S. tariffs and President Trump's threats to annex Canada, 71% of Canadian consumers say they intend to buy fewer American products this year. That's having an impact. The US economy could lose up to 0.3% of its GDP, or about $90 billion, in 2025, due to the boycott of American goods and the decline in foreign tourism.Giancarlo M ...

Core Viewpoint - Target is facing significant challenges in 2025, including market share losses, weak discretionary sales, and theft issues, which have worsened over time [1] Financial Performance - Target's financial performance has been negatively impacted by tariffs affecting consumer spending and imports, leading to falling sales and profits [2] - The stock price declined by 27% in the first half of the year, with a notable slump in the first quarter due to the aforementioned issues [3] - In the fourth quarter earnings report, comparable sales growth was only 1.5%, while adjusted EPS fell from $2.98 to $2.41, despite beating estimates [6] - The first-quarter earnings report showed a 3.8% drop in comparable sales and a decline in adjusted EPS from $2.03 to $1.30, prompting a cut in EPS guidance to a range of $7.00-$9.00 [7] Market Reactions - The announcement to roll back DEI programs led to boycotts, damaging the company's reputation and affecting business performance [5] - Following the announcement of "Liberation Day" tariffs, the stock experienced a significant plunge [7] Strategic Initiatives - Target has announced a turnaround plan, establishing a "multi-year acceleration office" and implementing leadership changes to enhance decision-making and aim for long-term profitable growth [9]

Canadians’ boycott of a beloved seaside town in Maine this summer feels more like a heart-wrenching breakup. “The day I come back to Maine will be a happy day for me.” 🔗: https://t.co/OnyFQ9V28r https://t.co/tPkjnHBW8y ...

Canadians’ boycott of a beloved seaside town in Maine this summer feels more like a heart-wrenching breakup https://t.co/ZkywAby3Vm ...

Canadians’ boycott of a beloved seaside town in Maine this summer feels more like a heart-wrenching breakup https://t.co/yQc3FTSLVz ...

Canadians’ boycott of a beloved seaside town in Maine this summer feels more like a heart-wrenching breakup https://t.co/HF2dml7Wyq ...

Core Insights - Walmart has significantly outperformed Target over the past three years, with Walmart's stock rising over 140% while Target's stock has declined nearly 40% [2] Company Comparison - Walmart operates 10,784 stores across 19 countries, making it a larger and more globally diversified retailer compared to Target, which has only 1,981 stores all located in the U.S. [4][6] - Walmart generates substantial revenue from international markets, including Mexico, Canada, and China, while Target's operations are solely focused on the U.S. market [5][6] - Walmart has a growing digital advertising business, Walmart Connect, and has expanded its advertising ecosystem through acquisitions, such as Vizio [5] - Target operates a smaller advertising business called Roundel and has previously exited international markets, indicating a more limited growth strategy [6] Business Strategies - Walmart's core strategy focuses on "everyday low prices" and a higher mix of essentials and groceries, while Target targets more affluent consumers with slightly pricier goods [7][8] - Both retailers have launched private label brands to enhance gross margins and are expanding online, curbside, and in-store pickup options to compete with Amazon [9] Financial Performance - From fiscal 2022 to fiscal 2025, Walmart's revenue had a compound annual growth rate (CAGR) of 6%, with earnings per share (EPS) growing at a CAGR of 14% [10] - Walmart's comparable-store sales in the U.S. showed consistent growth, with increases of 6.4%, 6.6%, 5.6%, and 4.5% over the respective fiscal years [11] - For fiscal 2026, Walmart expects net sales growth of 3% to 4% and adjusted EPS growth of 13% to 17% [12] - In contrast, Target's revenue from fiscal 2021 to fiscal 2024 had a CAGR of only 0.1%, with EPS declining at a negative CAGR of 14% [13] - Target's comparable-store sales peaked at 12.7% in fiscal 2021 but have since declined, with expectations for flat comps and only 1% net sales growth for fiscal 2025 [14] Market Challenges - Both companies faced boycotts related to their diversity, equity, and inclusivity initiatives, but Target's domestic focus may make it more vulnerable [15] - Target's smaller size and reliance on the U.S. market could hinder its ability to negotiate with overseas suppliers amid tariff pressures [16] Valuation Outlook - Walmart's stock is valued at 37 times forward earnings with a forward dividend yield of 1%, while Target's stock is cheaper at 11 times forward earnings and offers a higher yield of 4.7% [17] - Despite Target's lower valuation, Walmart is expected to continue outperforming due to its size, growth rate, diversification, and clearer business strategy [18]