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Jeff Macke
Jeff Macke

Sunday Musings, Visiting Target and Walmart

Can retailers recover from a brutal 5 days?

Sunday Musings Ahead of a Huge Week

The long grind higher since the April 8th lows came to a thudding halt last week and, not surprisingly, it was the Consumer Discretionary names leading the way lower. By the time the...

August 3, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$TGT
$WMT
$PTON
$UBER
$dis

Walmart vs Target - a great rotation in the works?

The difference in the stocks of WMT and TGT is pretty amazing.

When we take a look at the ratio of WMT/TGT we can see a parabolic lift off in WMT versus TGT. Frankly, WMT has crushed TGT in the recent past.

Take a look at the ratio - big...

June 4, 2025
Bart's Charts
$TGT
sad
Jeff Macke
Jeff Macke

Target Fails. Again

Target didn't have to be "Great" today. They didn't even have to be good. 

Since briefly becoming America's retail comfort food during COVID Target has been on an epic run of failure. The misses have only been interrupted only by short...

May 20, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
$TGT