Name: The Tariff Test for Big Box Retailers: TGT, WMT, COST
Uploaded: 2025-04-17T19:35:12.24-05:00
Duration: 11 min 48 s
Description: David Bellinger describes the tariff test facing big box retailers. He compares Walmart (WMT) and Target (TGT), noting that WMT has taken “a lot of share from Target and others.” He discusses China exposure among big box retailers. He also looks at Costco (COST) and its vendor competition to fill shelf space.

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David Bellinger describes the tariff test facing big box retailers. He compares Walmart (WMT) and Target (TGT), noting that WMT has taken “a lot of share from Target and others.” He discusses China exposure among big box retailers. He also looks at Costco (COST) and its vendor competition to fill shelf space.

The Tariff Test for Big Box Retailers: TGT, WMT, COST

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