Core Insights - The retailer is successfully attracting a diverse range of shoppers across all income groups to its grocery offerings and fast online delivery services [1] Group 1 - The retailer's grocery segment is experiencing increased foot traffic from various income demographics [1] - The online delivery service is gaining popularity, contributing to the overall growth in shopper engagement [1]

A survey from Clever Real Estate found that retirees believe it will, on average, take $823,000 in savings and investments to retire comfortably in 2026. Unfortunately, not many retirees have this amount of money in their account. In fact, only 23% of retirees had $500,000 or more saved. For many, expenses during retirement have exceeded expectations. When surveyed, current retirees said they paid more than they anticipated on a wide variety of items. Here are four key things retirees are spending more th ...

Dollar General Corporation (DG) is a leading discount retailer that operates thousands of stores offering a wide array of everyday consumer products, including groceries, cleaning supplies, health and beauty items, apparel, housewares, and seasonal merchandise at value-oriented prices. The company has grown into one of the largest retail chains in the United States, with headquarters in Goodlettsville, Tennessee. Its market cap is around $32.4 billion. Shares of the company have outperformed the broader ...

Core Insights - Walmart has transformed from a small discount retailer into a retail giant, demonstrating the importance of long-term investment strategies [2][10] - The company has successfully adapted to changing market conditions, including the addition of groceries, automation, and e-commerce [5][10] Company Performance - Walmart's stock debuted at $15 per share in 1970 and closed its first trading day at $16.50 [2] - The stock has experienced significant volatility, losing over 30% of its value multiple times, but has rewarded long-term shareholders [6][9] - As of the latest fiscal quarter (Q3 2026), Walmart reported net sales of $177 billion, a 5.8% increase, with adjusted earnings per share (EPS) rising 7% to $0.62 [8] - Global e-commerce sales increased by 27%, while U.S. comparable sales rose by 4.8%, driven by a 1.8% increase in transactions and a 2.7% rise in average ticket size [8] Historical Context - Early investors in Walmart have seen substantial returns, with a single share purchased at $16.50 worth approximately $786,432 today [9] - Walmart's ability to navigate the retail landscape contrasts with other discount retailers like K-Mart and Sears, which failed to adapt and ultimately went bankrupt [4][10]

Core Viewpoint - PriceSmart held its 2026 virtual annual meeting where shareholders re-elected all 11 director nominees, approved the executive compensation plan, and ratified Ernst & Young as the independent auditor for fiscal 2026 with overwhelming support from shareholders [2][3][8]. Meeting Overview - The meeting was led by CEO David Price and conducted via a web portal and an 800-number dial-in line, addressing three proposals and other business matters [2]. - At least 95% of outstanding common shares (30,816,360 shares) were represented, exceeding the quorum requirement [3][4]. Voting Results - Proposal 1: All 11 director nominees received "considerably more" affirmative votes than required for election, indicating strong shareholder support [3][6]. - Proposal 2: The advisory vote on executive compensation passed with no less than 98% support from shares present and voting [3][8]. - Proposal 3: Ratification of Ernst & Young LLP as the independent auditor for the fiscal year ending August 31, 2026, passed with no less than 99% support [3][8]. Adjournment and Communication - After the voting results, the meeting was adjourned, and no questions were received from shareholders during the allotted time [9]. - The company directed investors to its investor relations page for further information and communication [11]. Company Background - PriceSmart, Inc. is a U.S.-based retailer specializing in membership warehouse clubs, founded in 1993, offering bulk goods at discounted prices to members [12]. - The product assortment includes groceries, household essentials, electronics, appliances, office supplies, furniture, and health and beauty items [13].

Thank you, Mr. . Chairman. So, for a solid year while he ran for president, Donald Trump promised pretty much every day that he was going to lower costs on day one.On day one, if he was elected, those were his words, not mine. So, Secretary Bessant, you are one of the president's top economic adviserss. Let's just start with a little truthtelling about the Trump economy.One year in, affordability is the top concern for Americans across the country. Donald Trump has called affordability, I want to get this r ...

Core Insights - Walmart is the world's largest retailer, combining physical stores with a growing e-commerce platform, utilizing technology such as drone delivery and AI-driven supply chains [1] - The company operates over 10,800 stores in 19 countries, serving approximately 270 million customers weekly [2] Financial Performance - Walmart's third-quarter fiscal 2026 results showed a revenue increase of 5.8% year-over-year to $179.5 billion, surpassing analyst estimates of $177.5 billion [5] - Adjusted EPS reached $0.62, exceeding forecasts of $0.61, indicating healthy profit growth amid rising sales [5] - Operating margin remained stable at 3.7%, with same-store sales increasing by 4.4%, driven by e-commerce [6] - Walmart raised its full-year fiscal 2026 revenue growth forecast to between 4.8% and 5.1%, with adjusted EPS expected to be between $2.58 and $2.63 [6] Stock Performance - Walmart shares have increased by more than 8% in the past five days and 13% over the past month, with a 28% return over the last six months [3] - The stock is trading near its 52-week high of $129.60, approximately 60% above its lows [3] - Walmart's stock has outperformed the S&P 500 Consumer Staples Index, which has returned about 11% over the past year [3] Market Milestone - Walmart's market value reached $1 trillion, making it one of the world's most valuable companies [7] - The stock has risen 14% year-to-date, outperforming Amazon's 3% decline [7] - Over the past year, Walmart's stock has increased by 24%, surpassing the S&P 500's 12% rise and Amazon's 5% decline [7]

Core Insights - Amazon is expanding its business model beyond e-commerce by planning to launch a large supermarket in Orland Park, Chicago, which will be 225,000 square feet, larger than typical Costco or Walmart locations [2][3] - The new store aims to offer groceries and household goods, potentially increasing Amazon's market share against key competitors [3] - Despite the challenges of brick-and-mortar retail, Amazon's financial strength allows it to pursue this strategy cautiously, indicating a strong commitment to growth opportunities [4][5] Growth Opportunities - Amazon's move into physical retail reflects its ongoing pursuit of growth, leveraging its existing online business and cloud infrastructure [5] - The company is exploring various growth avenues, including artificial intelligence and cloud computing, alongside its online marketplace and new retail operations [6] - Currently trading at around 34 times earnings, Amazon's stock is considered a more attractive buy compared to its historical valuations [6]

Company Overview - Target Corporation (TGT) has a market capitalization of $47.8 billion and operates a vast network of general merchandise stores in the U.S. The company is based in Minneapolis, Minnesota, and is recognized for its affordable yet stylish product offerings, including private-label and national brands across various categories such as apparel, home goods, electronics, and groceries [1] Stock Performance - Over the past 52 weeks, TGT shares have declined by 17%, significantly underperforming the S&P 500 Index, which has increased by 15.4%. However, on a year-to-date (YTD) basis, TGT's stock is up 13.9%, compared to a modest 1.1% rise in the S&P 500 [2] - TGT has also underperformed the VanEck Retail ETF (RTH), which rose by 11.2% over the past 52 weeks, but has outperformed the ETF's 6.8% increase on a YTD basis [3] Dividend Announcement - On January 22, Target announced a quarterly dividend of $1.14 per share, payable on March 1 to shareholders of record as of February 11, 2026. This announcement extends the company's dividend streak to 234 consecutive quarters since going public in 1967, reinforcing investor confidence and resulting in a 1.5% increase in TGT shares in the following trading session [3] Earnings Expectations - For the fiscal year ending in January 2026, analysts project TGT's earnings per share (EPS) to decrease by 17.6% year over year to $7.30. The company's earnings surprise history is mixed, having exceeded consensus estimates in two of the last four quarters while missing in the other two [4] - Among the 37 analysts covering TGT, the consensus rating is a "Hold," which includes eight "Strong Buy," three "Moderate Buy," 21 "Hold," one "Moderate Sell," and four "Strong Sell" ratings [4] Analyst Price Target - On February 3, Evercore ISI Group analyst Greg Melich raised the price target for Target from $95 to $100, representing a 5.26% increase while maintaining an "In-Line" rating. The stock currently trades above the mean price target of $103.30, with the highest price target on the Street at $145, indicating a potential upside of 30.3% [5]

Core Insights - Walmart has achieved a market valuation of $1.02 trillion, becoming the first traditional retailer to enter the four-comma club, with its stock closing 3% higher at $127.71 [1] - The stock has increased by over 28% in the past year, outperforming the S&P 500's 16% gain during the same period [1] Group 1: Valuation Drivers - The company's valuation is driven by significant investments in AI and automation, which have helped attract new customers both online and in-store [4] - Economic factors such as inflation and uncertainty have benefited Walmart, as consumers across all income levels seek out its low prices [4] Group 2: Future Strategy - Walmart plans to intensify its focus on AI and e-commerce following a leadership transition, appointing John Furner as the new head of the enterprise and David Guggina as the new e-commerce chief [5]