Two of the most popular big box department stores in the retail/wholesale sector are Target Co. (NYSE: TGT) and Walmart Co. (NYSE: WMT). On top of being the world’s largest employer, Walmart is the largest importer of products in the United States. When the U.S. dollar is strong, it’s a boon for Walmart since it gets more bang for the buck buying merchandise overseas in American dollars. However, when import tariffs are administered, as President Trump keeps threatening, Walmart could face more pressure with rising costs. Their massive retail footprint can be a double-edged sword. While Walmart is 5x larger than Target, Target’s stock may have more upside in it for 2025.
