Scale contrast: COST operates roughly 939 warehouses globally, while BJ runs 267 clubs concentrated in the Eastern United States. Growth profile: BJ is in an expansion phase with a new Texas market and double-digit comparable sales, whereas Costco's growth is steadier and more mature.
COST posted double-digit revenue growth and a slim earnings beat, but membership-fee growth is decelerating from roughly 14% to 7%. WMT delivered broad-based gains across e-commerce, advertising, and membership income, and raised its full-year outlook.
The central $1,090 target is the arithmetic mean of roughly 17 verified analyst price targets, rounded from a calculated average of about $1,094. At a recent price near $920, reaching $1,090 would require an upside of approximately 18%.
COST shares declined roughly 6.2% over the trailing 30 days, easing from about $956 to around $896 per share. The pullback is modest in magnitude, keeping the move well below the 10% threshold and signaling consolidation rather than a sharp correction.
WMT fell -7.88% to $105.29 intraday Thursday, extending a roughly -6% premarket drop after Q2 results, versus Wednesday's $114.30 close. Primary catalyst: U.S. comparable sales rose just +2.6% (ex-fuel), missing the ~3.8% consensus and marking the slowest growth in six years, driven by Medicare drug-price caps pressuring pharmacy sales.
Upcoming Q2 2026 earnings release on August 27 could provide updated visibility into comparable sales trends and margin progress from the multi-price assortment rollout. Net store expansion of approximately 325 locations in fiscal 2026, alongside ongoing optimization of underperforming units, represents a core medium-term growth driver.
The $150 stock price target implies roughly 16% upside from Dollar Tree's latest close of $129.39. The strongest bullish factors are the Family Dollar divestiture, the multi-price merchandising strategy, and a first-quarter earnings beat with raised full-year guidance.
The $130 price target represents a meaningful upside from Walmart's recent trading range around $113, with multiple Wall Street analysts setting price targets at or above this level. Strong bullish factors include Walmart's expanding high-margin businesses such as advertising and membership income, robust e-commerce growth, and consistent market share gains across income brackets.
PriceSmart reported total revenue of $1.48 billion for the fiscal third quarter of 2026, exceeding consensus estimates of approximately $1.43 billion to $1.45 billion. Diluted earnings per share came in at $1.28, compared to analyst expectations ranging from $1.19 to $1.32.
PriceSmart is scheduled to report fiscal third-quarter 2026 results after market close on July 8, 2026. Analysts project revenue of approximately $1.45 billion, reflecting about 10.3% year-over-year growth.
Net sales rose 14.2% year-over-year to $658.9 million in the first quarter of fiscal 2026. Diluted earnings per share increased 19% to $0.92, while adjusted EPS rose 21% to $0.91, beating consensus estimates of $0.87.
Dollar General reported first-quarter fiscal 2026 net sales of $10.8 billion, up 3.4% year-over-year, with same-store sales rising 2.0%. Diluted EPS reached $2.00, a 12.4% increase from $1.78 in the prior-year quarter and above analyst expectations.
Dollar General is scheduled to report fiscal first-quarter 2026 results on June 2, 2026, covering the period ended May 1, 2026. Analyst consensus points to earnings per share of approximately $1.49 to $1.90, with revenue estimates near $10.82 billion.
Walmart Inc. stock declined approximately 9.6% over the past 30 days, driven primarily by a post-earnings selloff.
Revenue reached $177.8 billion, rising 7.3% year-over-year (5.9% in constant currency). Adjusted EPS came in at $0.66, meeting consensus estimates, while GAAP EPS was $0.67.
Consensus estimates call for first-quarter fiscal 2026 EPS of $0.91, up about 7% year-over-year. Revenue is projected at roughly $5.19 billion, reflecting modest same-store sales growth and membership fee increases.
WMT shares fell sharply as the company reported first-quarter results that met estimates but delivered cautious full-year guidance below Wall Street expectations. Adjusted EPS guidance for fiscal 2027 was reaffirmed at $2.75 to $2.85, below the consensus forecast of $2.92.
Analysts project Walmart will report first-quarter fiscal 2027 earnings per share of approximately $0.66. Revenue is expected to reach around $174.8 billion, reflecting continued sales momentum.
TGT shares fell 7.24% to $118.03 from the prior session close of $127.24. Primary catalyst: investor caution ahead of the company’s Q1 earnings report scheduled for release later today.
Target is scheduled to report fiscal first-quarter 2026 results on May 20, 2026, before market open. Consensus estimates call for adjusted earnings per share of approximately $1.35 to $1.37.