Overview
- Target reports Wednesday with Walmart Thursday, offering a back-to-back read on how shoppers are spending.
- For Walmart, Wall Street sees earnings of about $0.66 per share on roughly $174.81 billion in revenue, with MarketBeat showing a consensus Buy and a $138.88 price target.
- Rising gas prices often push shoppers to trade down, a shift that tends to favor Walmart’s grocery and essentials focus.
- For Target, forecasts call for $1.45 in earnings per share and about 3.5% revenue growth, yet its heavier mix of apparel, home goods, and electronics leaves it more exposed if spending slows.
- Target’s $2 billion plan calls for 30-plus new stores and about 130 remodels in 2026, so investors will watch traffic, comparable sales, and margins for proof that the overhaul is working.