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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};be("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat(Vn)),notifLabel:document.querySelector(".".concat($n))};t.notifDropdown&&ro(e,t)}))}()}};]]>Sushree MohantyTue, Aug 26, 2025, 8:25 PM 5 min readThe retail sector is entering 2025 in very different circumstances than it was just a few years ago. Tariff tensions are increasing, and consumer spending patterns are changing.In the face of these headwinds, retailers that can strike a balance between scale, value, and innovation will be best positioned to capitalize on the next phase of growth. Two household names that sit at the top of this competitive market are Walmart (WMT) and Target (TGT).Why Altria’s Massive Dividend Is Both a Risk and an OpportunityStop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now!Both have different strategies for growth, digital transformation, and customer engagement. Let’s find out which retail stock offers the best opportunity now.With a market cap of $766.6 billion, Walmart remains the largest retailer in the world by revenue. Its size remains its most significant advantage, bringing it closer to joining the exclusive $1 trillion market cap club. The retail giant operates around 10,500 stores and clubs in over 19 countries.Walmart’s stock is up 5.8% year-to-date, compared to the S&P 500 Index’s ($SPX) gain of 9.6%.www.barchart.comIn the second quarter, total revenue increased by 4.8% to $177.4 billion, while adjusted earnings per share increased by 1.5% to $0.68. The company’s e-commerce segment stood out once more, delivering 25% global growth, with Walmart and Sam’s Club outperforming expectations. Walmart increased comparable sales by 4.6% in the U.S., with strong performance in the apparel, media and gaming, and automotive categories. Sales increased by 10.5% in international markets, driven by strong performances in China, Walmex, and Flipkart.Walmart is continuing to reshape its business model by expanding into higher-margin areas. Membership income increased by 15%, while global advertising increased by 46%, with contributions from VIZIO. Walmart’s continued investment in artificial intelligence (AI) was a key highlight of the quarter. Walmart is developing AI-powered “super agents” to transform its operations and customer experience.Besides being a value stock, Walmart’s defensive nature also appeals to passive income investors during uncertain economic conditions. The company has earned the title of Dividend King by consistently increasing dividends over the last 53 years. Its dividend payout ratio of 32% suggests the dividends are sustainable for now.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P Futures6,489.00 -7.00 (-0.11%)Dow Futures45,702.00 +60.00 (+0.13%)Nasdaq Futures23,561.00 -67.75 (-0.29%)Russell 2000 Futures2,387.10 +7.40 (+0.31%)VIX14.85 +0.23 (+1.57%)Gold3,448.60 0.00 (0.00%)PortfolioSign in to access your portfolioSign inTop gainersMDB MongoDB, Inc. 295.70 +81.36 (+37.96%)SATS EchoStar Corporation 58.76 +7.89 (+15.51%)NCNO nCino, Inc. 32.69 +4.00 (+13.94%)LUMN Lumen Technologies, Inc. 5.27 +0.58 (+12.37%)PCT PureCycle Technologies, Inc. 14.86 +1.26 (+9.26%)Top losersTIGR UP Fintech Holding Limited 11.57 -1.25 (-9.75%)NEGG Newegg Commerce, Inc. 60.89 -6.14 (-9.16%)LI Li Auto Inc. 22.60 -2.05 (-8.32%)KNF Knife River Corporation 82.76 -7.39 (-8.20%)SMMT Summit Therapeutics Inc. 24.81 -2.17 (-8.06%)Most activeWBA Walgreens Boots Alliance, Inc. 11.98 +0.06 (+0.50%)OPEN Opendoor Technologies Inc. 4.0200 -0.6800 (-14.47%)NVDA NVIDIA Corporation 181.60 -0.17 (-0.09%)PSNYW Polestar Automotive Holding UK PLC 0.4700 +0.3100 (+193.75%)NIO NIO Inc. 6.34 -0.36 (-5.37%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersNVDA NVIDIA Corporation 181.60 -0.17 (-0.09%)CRWD CrowdStrike Holdings, Inc. 422.61 +5.01 (+1.20%)LUMN Lumen Technologies, Inc. 5.27 +0.58 (+12.37%)SNOW Snowflake Inc. 200.39 +6.04 (+3.11%)CRWV CoreWeave, Inc. 96.93 +5.54 (+6.06%)Top economic events