cranky old investor

Retail Replay: 'Resilient' Consumers?

i wouldn't read too much into walmart's sales results; they've been able to do a bigger push on groceries which were hit with much higher prices; thus, while same store sales may have been up 3.1%, a lot of that may be just the food-sector inflation talking.

Until WMT releases their earnings for the 1st Q, it's still a mystery as to how well they brought their volume increase to the bottom line.

Czech Mate - Cramer's Mad Money (04.11.08)

cramer feels that wmt can reach 60; but can it hold a 60 price without once again running to chase growth. the problem at walmart is that once they've convinced everyone that they were right in curtailing spending, they'll go ahead and restart their overexpansion programs

Retail Market Musings: Wal-Mart, Target, B.J's and Costco

trading down - target is not a "down-trade" to many; much of target's goods are cheap-chic, not basic necessities. Walmart, on the other hand, sells stuff that people might need - like milk, cereal, diapers.

equating the two chains is a fallacy that those on wall street - with little access to or inclination to shop in either store - fall into on a regular basis. To many who are on the low on the socioeconomic ladder - including many who've recently landed there - Walmart is where you do your shopping for necessities, Target is a place to splurge.