Non-Discretionary Retail Q1 Earnings: Target Leads, Walmart Guides Weakest

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

Non-discretionary retail stocks reported a satisfactory first quarter, with revenues beating analysts' consensus estimates by 1.5% and next quarter's revenue guidance in line. Target delivered the best performance, reporting revenues of $25.44 billion, up 6.7% year on year and exceeding expectations by 3.4%, while also beating EPS and EBITDA estimates. Walmart had the weakest guidance update, with revenues of $177.8 billion, up 7.3% year on year, but full-year EPS guidance and next quarter's EPS guidance missed expectations. Dollar General reported revenues of $10.79 billion, up 3.4% year on year, in line with estimates, but delivered the weakest performance against analyst estimates of the group. Grocery Outlet achieved the highest full-year guidance raise among its peers, with revenues of $1.17 billion, up 3.6% year on year, beating estimates by 1.4%. Costco delivered the fastest revenue growth, with revenues of $70.53 billion, up 11.6% year on year, beating estimates by 1.5%, though it missed EBITDA estimates.

Impact on stocks 5

Consumer Staples± Mixed · 5 stocks
Target Corporation
TGT
▲ PositiveDemandrelevance

Target delivered the best performance, with revenues up 6.7% YoY and exceeding expectations by 3.4%, also beating EPS and EBITDA estimates.

Walmart Inc.
WMT
▼ NegativeDemandrelevance

Walmart had the weakest guidance update, with full-year EPS guidance and next quarter's EPS guidance missing expectations.

Dollar General Corporation
DG
▼ NegativeDemandrelevance

Dollar General reported revenues in line with estimates but delivered the weakest performance against analyst estimates of the group.

Grocery Outlet Holding Corp
GO
▲ PositiveDemandrelevance

Grocery Outlet achieved the highest full-year guidance raise among its peers, with revenues beating estimates by 1.4%.

Costco Wholesale Corp
COST
▲ PositiveDemandrelevance

Costco delivered the fastest revenue growth, up 11.6% YoY, beating estimates by 1.5%.

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