Walmart, Target, Home Depot and Lowe’s earnings reveal how tariffs are raising costs, reshaping pricing and pressuring profits in 2025.

But today's focus is on the state of retail, with Walmart (WMT) reporting a mixed second quarter and Target (TGT) delivering another weak quarter on Tuesday. Both of these earnings reports couldn’t have been more different, though each clearly showed the ...

The two retail giants are capitalizing on sustained investment in their technology foundations even as they face economic headwinds.

It didn’t have to be this way. At the start of his tenure, Cornell, who the company announced yesterday will step down as CEO on February 1, was an outsider unafraid to move fast and break things. He had been CEO of a big PepsiCo unit, Michaels Stores, and Sam’s Club before that.

Target's stock is down, and Walmart's stock is up. Do you buy the stock performance winner or the loser of this matchup?

Walmart's results WMT.N on Thursday show U.S. consumers across the spectrum are still flocking to the retailer's stores despite economic headwinds, but shares dipped as the company's margins ebbed and inventory costs rose.

BofA analysts downgrade Target, saying the retailer is “underperforming peers on sales, digital growth, and investments.”

Walmart is reporting higher profits and sales as it pulls in shoppers seeking low prices for groceries and other essentials.

Target needs a hard reset on strategy, Wall Street believes. And new CEO Michael Fiddelke may not be the person to do it.