Key Points Costco dominates the general merchandise retail industry with its global presence and huge sales base. The company's shares have trounced the market in recent years. Members, revenue, and earnings will be higher in the future. 10 stocks we like better than Costco Wholesale › Some businesses need no introductions. Costco (NASDAQ: COST) is one of them. It's a massive retail enterprise that has a global presence. Households love the company. And shareholders have been rewarded with huge ga ...

It's time for the big three. We've got three stocks, three charts, and three trades. Rick Dat will take us through the charts.And here to take us through the trades today is Don Kaufman, the co-founder of Theo Trade. Great to have you both with us as always. Now, Don, let's just start with big picture on the markets today.You know, mostly around the unchanged line as we enter this government shutdown. Yeah, right now it's uh the government shutdown. Look, uh see, nobody cares.It's just move on. business as ...

Key Takeaways Walmart adds refrigerated and reconstituted medications to Same-Day Pharmacy Delivery.Refrigerated prescriptions make up more than 30% of Walmart's pharmacy sales, boosting service value.Orders track in real time via the Walmart app, with insulated packaging ensuring medication quality.Walmart Inc. (WMT) has extended its Same-Day Pharmacy Delivery service to include refrigerated and reconstituted medications such as insulin, GLP-1s and pediatric amoxicillin. This marks the first time a major r ...

Group 1 - Target Corporation (NYSE:TGT) is currently experiencing a significant stock decline of 33% amid CEO transition and uncertainty [1] - The company is recognized as a general merchandise retailer offering a wide range of products including apparel, beauty, food, electronics, home goods, and household essentials [2] - There is a notable wealth transfer of $100 trillion from baby boomers to younger generations, which may positively impact stocks like Target [2] Group 2 - The new CEO's strategies and decisions are under scrutiny, and there is a call for a wait-and-see approach before making further investment recommendations [1] - While Target is viewed as a fundamentally strong investment, there are suggestions that certain AI stocks may present greater upside potential with less downside risk [2]

Core Viewpoint - A new individual business named Congliangzong Department Store has been established in Yuhua District, Xiangtan City, with a registered capital of 10,000 RMB, focusing on a wide range of retail activities [1] Company Summary - The legal representative of the newly established business is Gao Zhanglong [1] - The business operates in various retail sectors, including daily necessities, clothing, footwear, and electronics [1] - The business is authorized to conduct operations independently based on its business license, except for projects that require approval [1] Industry Summary - The business's operating scope includes internet sales, sports equipment, office supplies, and home appliances, indicating a diverse retail strategy [1] - The establishment reflects the growing trend of individual entrepreneurship in the retail sector, particularly in the context of e-commerce and consumer goods [1]

Kativ/iStock Unreleased via Getty Images Walmart (NYSE:WMT, NEOE:WMT:CA) and Target ([[TGT], TGT:CA) announced their earnings this week and while I don’t follow these businesses rigorously, going through their earnings simultaneously was an interesting exercise. If you looked at Walmart ...

Core Viewpoint - Walmart's earnings report reflects the ongoing impact of tariffs on its financial performance, with solid revenue growth but a miss on earnings per share, indicating challenges in maintaining margins [1][2]. Financial Performance - Walmart reported revenue of $177.4 billion, exceeding expectations, but earnings per share (EPS) were $0.68, falling short of the $0.74 consensus [2]. - Same-store sales in the U.S. increased by 4.6% year over year, indicating organic growth rather than just expansion through new store openings [5]. Impact of Tariffs - The company identified tariffs as a primary challenge affecting its earnings, alongside legal charges and restructuring costs [2]. - CFO John David Rainey noted that Walmart is absorbing some tariff costs but has had to pass on some costs to consumers in other areas, indicating a mixed approach to managing rising prices [3]. Market Reaction - Following the earnings report, Walmart's shares fell by 4.9%, reflecting investor concerns amid broader market losses and anticipation of Federal Reserve Chair Jerome Powell's upcoming speech [1]. Investment Perspective - Despite the challenges posed by tariffs and margin pressures, Walmart is viewed as a cash-flow powerhouse and a solid addition to investment portfolios due to its consumer staple status [5].

Core Insights - Walmart's eCommerce sales increased by 26% year-over-year, with grocery digital sales showing double-digit growth and store-fulfilled grocery delivery rising by 50% [2][3] Financial Performance - Despite a slight earnings miss due to rising costs from tariffs, Walmart raised its full-year net sales growth guidance to 3.75% to 4.75%, up from the previous 3% to 4% [3] - Comparable sales in the U.S. grew by 4.6%, with Sam's Club outperforming at 5.9% [3] eCommerce and Marketplace Growth - All segments of Walmart reported eCommerce sales growth exceeding 20%, with overall sales stronger than expected [4] - The global marketplace grew by 17%, and membership income increased by 15%, while global advertising surged by 46% [5] Consumer Behavior and Pricing Strategy - CEO Doug McMillon noted that U.S. consumer spending has remained consistent, with gradual impacts from tariffs leading to muted behavioral adjustments [6] - The company has managed to keep prices low despite rising costs, with creative strategies to avoid additional pressure on customers [6] Artificial Intelligence Initiatives - AI remains a key focus for Walmart, with plans to enhance the digital assistant Sparky for improved personalization and functionality [7][8] Membership and Loyalty Programs - Membership fee income across the enterprise rose by 15%, with Sam's Club seeing 7.6% growth in membership income and Walmart Plus membership income growing in double digits [9][10] Overall Business Strategy - The CFO highlighted the nuanced nature of the earnings report, emphasizing the strong momentum in eCommerce and diversified profit streams that are higher growth and higher margin [10]

Core Viewpoint - Target's stock dropped 7% after the announcement of Michael Fiddelke, a longtime insider, as the new CEO, disappointing investors who expected an external retail expert to lead the struggling company [1][5][6] Company Leadership Transition - Michael Fiddelke, the 49-year-old chief operating officer, will take over as CEO on February 1, replacing Brian Cornell, who has led the company for a decade and will transition to the role of executive chairman [1][2] - Cornell expressed confidence in Fiddelke's ability to lead Target forward [2] Investor Sentiment - Investors were hoping for an external candidate to revitalize the company, which has faced declining sales and lost market share to competitors like Walmart [4][6] - The stock price reflects concerns that necessary changes will not occur under Fiddelke's leadership [6][7] Sales Performance - Target has reported a persistent slump in sales, with same-store sales declining by 1.9% compared to the previous year [13] - Customer transactions fell by 1.3%, and the average spending per transaction decreased by 0.6% [14] - Despite these challenges, Target's second-quarter earnings exceeded Wall Street estimates, although sales and traffic continued to decline [13][16] Strategic Priorities - Fiddelke outlined three main priorities: enhancing stylish product offerings, improving customer experience consistency, and leveraging technology for efficiency [10] - The company aims to recover its position in the home goods category, which has suffered due to a focus on core items at the expense of fashion and design leadership [18][19]

Target faces challenges to reinvigorate business strategy and performance. Getty ImagesThe impulsive reaction to Target’s long-overdue CEO change is — what took so long?The bull’s-eye retailer’s well-publicized include plateaued sales since 2022 and shares down 60% from their 2021 peak. During outgoing CEO Brian Cornell’s eleven-year tenure, Target stock grew a pedestrian, cumulative 76%. That’s roughly 5% per year, just slightly over compounded inflation and risk-free rates. Conversely, rival Walmart and t ...