All content for Beats Roundtable is the property of Wall Street Beats and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Walmart’s Edge, Target’s Struggles, and the Retail Shakeup I Feb 20, 2025
Beats Roundtable
27 minutes 16 seconds
9 months ago
Walmart’s Edge, Target’s Struggles, and the Retail Shakeup I Feb 20, 2025
In this episode of Beats Roundtable Wall Street Beats pros, Jeff Macke, David Maris, and Nadine Terman break down the latest retail battles, starting with Walmart’s continued dominance and its ambitious investments in automation and drone delivery. They analyze why Walmart is taking share from Target and other struggling retailers, and whether Target’s upcoming earnings report will confirm further weakness. The team also dives into the troubles facing RH (Restoration Hardware) and why expensive furniture stocks could be in for a tough ride. Plus, insights into healthcare stocks, gaming picks like Nintendo and Capcom, and why Bausch Health’s financial structure remains a red flag.