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Today's Bonus Story Retail Earnings Roundup: Walmart Scores, Target Slumps in Q3Written by Leo Miller. Published 11/24/2025. 
Key Points - Walmart exceeded Q3 expectations across revenue, EPS, and guidance, driven by strong growth in e-commerce, advertising, and memberships.
- Target beat EPS expectations but disappointed on sales and guidance, leading to price target cuts and continued post-earnings declines.
- Lowe’s Companies posted mixed results but gained on the back of EPS beat and optimism around its acquisition to boost professional sales.
Mid-November marked the Q3 earnings cycle for many of the world’s largest retail stocks, including grocery-store giants and home-improvement heavyweights. Three standouts—Walmart, Target, and Lowe’s—reported fiscal year 2026 Q3 results that highlight diverging momentum in the sector. All data reflects the Nov. 21 close unless otherwise noted. Walmart Strikes Gold in Q3 Given its strong results, it’s natural to begin with consumer-staples behemoth Walmart (NYSE: WMT). The company’s Nov. 20 earnings release sent shares up 6.5% on the day—Walmart’s largest single-day post-earnings gain since August 2024. While everyone's making predictions about what might happen in 2026, we've identified 5 stocks with catalysts that are already locked and loaded.
These aren't hopes or projections. These are scheduled events, signed contracts, and approved projects that will play out over the next 12 months.
The difference between 100% gains and missing out completely? Positioning before 2026 arrives. Click here to get your free copy of this report The company reported $179.5 billion in revenue, beating estimates by more than $4 billion, and adjusted earnings per share (EPS) of $0.62, above the $0.60 expectation. Walmart also raised both its sales and adjusted EPS guidance for the full fiscal year. Its emerging growth drivers remained impressive: e-commerce revenue rose 27%, advertising revenue jumped 53%, and membership income increased 17%. Growth in these areas matters because traditional in-store sales have more limited upside going forward. Advertising and memberships are higher-margin businesses, giving Walmart a clearer path to improved profitability over time. Currently, the consensus price target on Walmart is about $118. Price targets issued after the earnings release average a bit higher (just over $123), implying roughly 17% upside from current levels. Target Misses the Bullseye By contrast, discount and grocery operator Target (NYSE: TGT) continued to underwhelm. The company reported adjusted EPS of $1.78, beating estimates by $0.07, but sales missed by a wider margin and the firm trimmed full-year EPS guidance. Target now expects $7.50 per share at the midpoint for the full year, down from prior expectations near $8. Shares fell nearly 3% on the Nov. 19 release—marking the fifth straight quarter of post-earnings declines for the stock. There were positives: advertising revenue rose 44% and non-merchandise sales grew 18%. But digital comparable sales increased just 2.4%, well behind Walmart and down from 10.8% in the same period a year earlier. The company also expanded its partnership with OpenAI, announcing ChatGPT integration with the Target app to deliver personalized recommendations and checkout across multiple fulfillment options. The consensus price target sits around $103. However, many Wall Street firms cut price targets after the earnings release; among those issuing updates, the average target is under $91, implying only modest upside from current levels. Lowe’s Gains Despite Lowering Guidance Lowe’s Companies (NYSE: LOW) delivered mixed Q3 results. Sales of $20.81 billion missed estimates by roughly $70 million, but adjusted EPS beat by $0.09. While Lowe’s reduced its full-year comparable-sales and adjusted-EPS guidance, it raised total full-year sales guidance to $86 billion, helped by its acquisition of Foundation Building Materials. Despite the guidance cuts, markets reacted positively to the EPS beat and the acquisition news. The purchase positions Lowe’s to earn a larger share of professional-contractor spending, which tends to be higher than do-it-yourself customer spend. Shares of LOW rose about 4% on the Nov. 19 release. Wall Street analysts remain constructive: the consensus price target is near $276, implying roughly 18% upside, while post-earnings updates average just over $278, suggesting around 19% potential upside. Walmart to $1 Trillion? With strong earnings momentum and bullish analyst targets, Walmart is increasingly viewed as a clear Q3 retail winner. Shares would need to rise about 19% from their Nov. 21 close for Walmart to reach a $1 trillion market capitalization, and current Wall Street targets indicate that milestone is within reach.
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