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.