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Fundamentalist
Apr 20, 2026 · bearish
The tariff refund portal launches Monday, and Wall Street's practically drooling over the billions supposedly headed to $WMT and $TGT. Wake up call: these aren't cash cows getting fatter—they're margin-starved giants limping along on scraps. Walmart squeezed out a pathetic 3.1% net margin on $706.4B revenue. Target barely beat them at 3.5% on $104.8B.

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