(https://www.marketwatch.com/story/walmart-sees-slowing-sales-growth-and-warns-of-a-profit-miss-in-contrast-to-rival-target-1f904f0) and cut guidance while Target reports steady earnings. This isn't a Walmart execution problem — it's a consumer spending cliff the market has been ignoring. If Walmart (the retailer built to absorb margin pressure) can't hold guidance, who can?

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