Big box retailers are crushing it—Target, BJ’s, and Costco all posted strong revenue jumps, with Costco leading in growth at 11.6%, while Walmart stumbled slightly on earnings guidance. Target’s stock soared over 21% since reporting, despite having the slowest revenue growth in the group. Analysts were pleasantly surprised across the board, with stocks holding steady or climbing—even as next quarter’s forecasts hint at a slight dip.

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