Walmart has been outperforming Target in recent years, thanks to strong growth in digital sales and a staple product mix that appeals to consumers during times of stress. Walmart’s US comparable store sales were up 4.5% in the latest quarter, with eCommerce sales growing 22% year-over-year. Analysts expect 9% EPS growth on 3.7% higher sales for Walmart in the upcoming quarter.

Target has struggled with more discretionary inventory post-COVID, leading to a decline in comparable store sales. Digital sales grew 4.7% year-over-year in the latest period, but overall sales were down. Target’s EPS outlook is stable, but guidance will be key for a potential turnaround.

Read more at Zacks Investment Research: Walmart & Target Earnings: Will Performance Disparity Continue? – August 19, 2025