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Schwab Network

Jan Rogers Kniffen on WMT Strength and Retail Competition

6 min20 maj 2026

Jan Rogers Kniffen says Walmart (WMT) continues to outperform with strong execution across stores and e-commerce. He highlights growth in higher-margin areas and expanding appeal to higher-income shoppers. He notes competition with Amazon (AMZN) remains intense as Target (TGT) works to stabilize.


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