| Stage | TGT | % of rev | WMT | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $26.5B | 100.00% | $188B | 100.00% | WMT ×7.08 |
| Gross profit | $8.9B | 33.67% | $49.1B | 26.14% | TGT +7.5pp |
| Operating income | $2.6B | 9.65% | $9.4B | 4.99% | TGT +4.7pp |
| Pre-tax income | $2.5B | 9.27% | $8.0B | 4.26% | TGT +5.0pp |
| Net income | $1.9B | 7.07% | $6.5B | 3.47% | TGT +3.6pp |
| Stage | TGT | WMT | Gap · A − B |
|---|---|---|---|
| Revenue | $26.5B100.00% | $188B100.00% | WMT ×7.08 |
| Gross profit | 33.67%$8.9B | 26.14%$49.1B | TGT +7.5pp |
| Operating income | 9.65%$2.6B | 4.99%$9.4B | TGT +4.7pp |
| Pre-tax income | 9.27%$2.5B | 4.26%$8.0B | TGT +5.0pp |
| Net income |
| 7.07%$1.9B |
| 3.47%$6.5B |
| TGT +3.6pp |
TGT · ROKU 10-KFeb 13 '26
“Amazon, Best Buy, Target, and Walmart in total accounted for 81% of our Devices revenue for each of the years ended December 31, 2025 and 2024.”
WMT · ROKU 10-KFeb 13 '26
“Amazon, Best Buy, Target, and Walmart in total accounted for 81% of our Devices revenue for each of the years ended December 31, 2025 and 2024.”
TGT · MAC 10-KFeb 20 '26
“Target 3 180,000 217,000 397,000”
WMT · MAC 10-KFeb 20 '26
“Walmart 1 — 173,000 173,000”
TGT · KTB 10-KFeb 25 '25
“Our brands' top U.S. Wholesale customers include Amazon, Boot Barn, Cavender's, Kohl's, Target and Walmart.”
WMT · KTB 10-KFeb 25 '25
“Sales to our ten largest customers accounted for 62% of total net revenues in 2024, and our top customer, Walmart, accounted for 36% of our total net revenues in 2024, 2023 and 2022.”
TGT · ELF 10-KMay 29 '25
“Our largest customers, Target, Walmart, Ulta Beauty and Amazon, accounted for 23%, 16%, 12%, and 12% respectively, of our net sales in the fiscal year ended March 31, 2025.”
WMT · ELF 10-KMay 29 '25
“Our largest customers, Target, Walmart, Ulta Beauty and Amazon, accounted for 23%, 16%, 12%, and 12% respectively, of our net sales in the fiscal year ended March 31, 2025.”
TGT · GFF 10-KNov 13 '24
“CPP sells products throughout North America, Australia, New Zealand, the U.K. and Ireland through (1) home centers, such as The Home Depot, Inc. ("Home Depot"), Lowe's Companies Inc. ("Lowe's"), Rona Inc., Bunnings Warehouse ("Bunnings") and Woodies (with the average length of the relationship with these customers being approximately 30 years); (2) mass market, specialty, and hardware retailers including Tractor Supply Corporation ("Tractor Supply"), Wal-Mart Stores Inc. ("Walmart"), Target Corporation ("Target"), Canadian Tire Corporation, Limited ("Canadian Tire"), Costco Wholesale Corporation ("Costco"), Ace, Do-It-Best and True Value Company; (3) industrial distributors, such as W.W. Grainger, Inc. and ORS Nasco; (4) homebuilders, such as D.R. Horton, KB Home, Lennar and NVR, Inc.; and (5) E-commerce platforms, such as Amazon Inc. ("Amazon"), Wayfair Inc., ("Wayfair), Hayneedle Inc., "(Hayneedle"), Beyond, Inc. ("Beyond"), and Spreetail LLC. ("Spreetail").”
WMT · GFF 10-KNov 19 '25
“CPP sells products throughout North America, Australia, New Zealand, the U.K. and Ireland through (1) home centers, such as The Home Depot, Inc. ("Home Depot"), Lowe's Companies Inc. ("Lowe's"), Rona Inc., Bunnings Warehouse ("Bunnings") and Woodies (with the average length of the relationship with these customers being approximately 30 years); (2) mass market, specialty, and hardware retailers including Tractor Supply Corporation, Wal-Mart Stores Inc., Target Corporation, Canadian Tire Corporation, Limited, Costco Wholesale Corporation, Ace, Do-It-Best and True Value Company; (3) industrial distributors, such as W.W. Grainger, Inc. and ORS Nasco; (4) homebuilders, such as D.R. Horton, KB Home, Lennar and NVR, Inc.; and (5) E-commerce platforms, such as Amazon Inc., Wayfair Inc. ("Wayfair"), Hayneedle Inc. ("Hayneedle"), Beyond, Inc. ("Beyond"), and Spreetail LLC.”
TGT · MAT 10-KFeb 23 '26
“In 2025, Mattel's three largest customers, Walmart, Target, and Amazon, in the aggregate, accounted for approximately 42% of worldwide consolidated net sales (Walmart at $1.08 billion, Target at $0.63 billion, and Amazon at $0.52 billion) and its ten largest customers, in the aggregate, accounted for approximately 49% of worldwide consolidated net sales.”
WMT · MAT 10-KFeb 23 '26
“In 2025, Mattel's three largest customers, Walmart, Target, and Amazon, in the aggregate, accounted for approximately 42% of worldwide consolidated net sales (Walmart at $1.08 billion, Target at $0.63 billion, and Amazon at $0.52 billion) and its ten largest customers, in the aggregate, accounted for approximately 49% of worldwide consolidated net sales.”
TGT · NWL 10-KFeb 13 '26
“The Company's top-ten customers in 2025 included (in alphabetical order): Amazon.com Inc., Costco Wholesale Corporation, Grainger Inc., Office Depot Inc., Staples Inc., Target Corporation, The Home Depot Inc., The Kroger Co., Uline Inc. and Walmart Inc. and subsidiaries.”
WMT · NWL 10-KFeb 13 '26
“Walmart Inc. and subsidiaries ("Walmart"), the Company's second largest customer in 2025, accounted for approximately 13%, 14% and 15% of net sales in 2025, 2024 and 2023, respectively.”
TGT · CRI 10-KFeb 27 '26
“For fiscal 2025, we derived approximately 35% of our consolidated net sales from our U.S. Wholesale segment, approximately 34% of our consolidated net sales from our top ten wholesale customers, and approximately 30% of consolidated net sales from our top five wholesale customers, which includes net sales from our exclusive brands sold, in alphabetical order, at Amazon, Target, and Walmart.”
WMT · CRI 10-KFeb 27 '26
“For fiscal 2025, we derived approximately 35% of our consolidated net sales from our U.S. Wholesale segment, approximately 34% of our consolidated net sales from our top ten wholesale customers, and approximately 30% of consolidated net sales from our top five wholesale customers, which includes net sales from our exclusive brands sold, in alphabetical order, at Amazon, Target, and Walmart.”
TGT · EPC 10-KNov 18 '25
“Additionally, in fiscal 2025, Target Corporation represented approximately 9.2 % of consolidated net sales for the Sun and Skin Care segment and 10.1 % of consolidated net sales for the Feminine Care segment, respectively.”
WMT · EPC 10-KNov 18 '25
“The Company's largest customer, Walmart Inc. and its affiliates (collectively, "Walmart"), accounted for approximately 17.4 % of consolidated net sales in fiscal 2025.”
TGT · PTRN 10-KMar 6 '26
“We also depend on our ability to offer products on other marketplaces, such as Walmart, Target, Tmall, JD, eBay, TikTok Shop, Mercado Libre, Zolando, Kohl's, Kroger, Macy's and others.”
WMT · PTRN 10-KMar 6 '26
“We also depend on our ability to offer products on other marketplaces, such as Walmart, Target, Tmall, JD, eBay, TikTok Shop, Mercado Libre, Zolando, Kohl's, Kroger, Macy's and others.”
TGT · SYM 10-KNov 24 '25
“We have a strong blue-chip customer base that includes some of the world's largest retailers and wholesale grocers, including Walmart, Albertsons, our affiliate, C&S Wholesale Grocers, GreenBox, and Target.”
WMT · SYM 10-KNov 24 '25
“Walmart, our largest customer, accounted for approximately 85% of our total revenue in the fiscal year ended September 27, 2025 and for a significant majority of our $22.5 billion backlog as of September 27, 2025.”
TGT · JBSS 10-KAug 19 '26
“Net sales to Target Corporation accounted for approximately 12% of our net sales for fiscal 2026, 11% for fiscal 2025 and 13% for fiscal 2024.”
WMT · JBSS 10-KAug 19 '26
“Net sales to Walmart Inc. accounted for approximately 41% of our net sales for fiscal 2026, 40% of our net sales for fiscal 2025 and 39% of our net sales for fiscal 2024.”
TGT · HELE 10-KApr 23 '26
“Sales to our third largest customer, Target Corporation, accounted for approximately 12%, 11% and 10% of our consolidated net sales revenue in fiscal 2026, 2025 and 2024, respectively.”
WMT · HELE 10-KApr 23 '26
“Sales to our second largest customer, Walmart, Inc., including its worldwide affiliates, accounted for approximately 13%, 11% and 9% of our consolidated net sales revenue in fiscal 2026, 2025 and 2024, respectively.”
TGT · NTGR 10-KFeb 13 '26
“Our retail channel includes traditional and online retail locations both domestically and internationally, such as Amazon.com (worldwide), Best Buy, Wal-Mart, Staples, Office Depot, Target, Electra (Sweden), Fnac Darty (Europe), JB HiFi (Australia), Elkjop (Norway), and Boulanger (France).”
WMT · NTGR 10-KFeb 13 '26
“Our retail channel includes traditional and online retail locations both domestically and internationally, such as Amazon.com (worldwide), Best Buy, Wal-Mart, Staples, Office Depot, Target, Electra (Sweden), Fnac Darty (Europe), JB HiFi (Australia), Elkjop (Norway), and Boulanger (France).”
TGT · HNST 10-KFeb 25 '26
“In 2025, our three largest retailers, Amazon, Target and Walmart accounted for approximately 39%, 28% and 8% of our total revenue, respectively.”
WMT · HNST 10-KFeb 25 '26
“In 2025, our three largest retailers, Amazon, Target and Walmart accounted for approximately 39%, 28% and 8% of our total revenue, respectively.”
TGT · CRCT 10-KMar 4 '26
“Our partners include Amazon, Hobby Lobby, HSN, Michaels, Target, Walmart and many others.”
WMT · CRCT 10-KMar 4 '26
“Our partners include Amazon, Hobby Lobby, HSN, Michaels, Target, Walmart and many others.”
TGT · NATH 10-KJun 9 '26
“As of March 29, 2026, packaged Nathan's World Famous Beef Hot Dogs continued to be sold in supermarkets, mass merchandisers and club stores including Walmart, Kroger, Ahold, Publix, Albertsons, Safeway, ShopRite, Target, Costco and BJ's Wholesale Club located in all 50 states.”
WMT · NATH 10-KJun 9 '26
“As of March 29, 2026, packaged Nathan's World Famous Beef Hot Dogs continued to be sold in supermarkets, mass merchandisers and club stores including Walmart, Kroger, Ahold, Publix, Albertsons, Safeway, ShopRite, Target, Costco and BJ's Wholesale Club located in all 50 states.”
TGT · FNKO 10-KMar 12 '26
“Our key retail partners in the United States include Amazon, Hot Topic, Walmart, Target and GameStop.”
WMT · FNKO 10-KMar 12 '26
“Our key retail partners in the United States include Amazon, Hot Topic, Walmart, Target and GameStop.”
TGT · GPRO 10-KMar 12 '26
“We sell to large retailers with a global or national presence, including Amazon.com, Inc., Best Buy, Inc., Target Corporation, and Walmart, Inc.”
WMT · GPRO 10-KMar 12 '26
“We sell to large retailers with a global or national presence, including Amazon.com, Inc., Best Buy, Inc., Target Corporation, and Walmart, Inc.”
TGT · LCUT 10-KMar 12 '26
“The Company's products are sold globally to a diverse customer base including mass market merchants (such as Walmart Inc. ("Walmart") and Target), specialty stores (such as Williams Sonoma and Dunelm), department stores (such as Macy's, Kohl's and Belk), warehouse clubs (such as Costco Wholesale Corporation ("Costco"), and BJs), grocery stores (such as Publix, Kroger, Meijer, and Fred Meyer), off-price retailers (such as the TJX Companies, Inc. ("TJX") and Ross Stores), dollar channel retailers (such as Dollar General), food service distributors (such as US Foods, Clark Food Service and Jetro), food and beverage outlets (such as Starbucks) and e-commerce retailers and online marketplaces (such as Amazon.com, Inc. ("Amazon")).”
WMT · LCUT 10-KMar 12 '26
“During the years ended December 31, 2025, 2024 and 2023, Walmart accounted for 17%, 19% and 21% of consolidated net sales, respectively.”
TGT · NIQ 10-KFeb 27 '26
“We also serve new and emerging brands as well, such as Malk, Great Lakes Brewing, SharkNinja and Serenity Kids and collaborate with top U.S. retailers like Target and Walmart, as well as international retailers like ALDI and LIDL.”
WMT · NIQ 10-KFeb 27 '26
“We also serve new and emerging brands as well, such as Malk, Great Lakes Brewing, SharkNinja and Serenity Kids and collaborate with top U.S. retailers like Target and Walmart, as well as international retailers like ALDI and LIDL.”
TGT · OWLT 10-KMar 9 '26
“Retail Partnerships: Our products are widely available across major U.S. retailers, including Amazon, Baby List, Best Buy. Target, and Walmart.”
WMT · OWLT 10-KMar 9 '26
“Retail Partnerships: Our products are widely available across major U.S. retailers, including Amazon, Baby List, Best Buy. Target, and Walmart.”
TGT · BZFD 10-KMar 16 '26
“yielding hundreds of millions of dollars in transactions annually on behalf of some of the world's largest retailers, including Amazon, Target, and Walmart.”
WMT · BZFD 10-KMar 16 '26
“yielding hundreds of millions of dollars in transactions annually on behalf of some of the world's largest retailers, including Amazon, Target, and Walmart.”
TGT · BARK 10-KJun 10 '26
“Our products are available through Amazon.com, Chewy and TikTok as well as in retail locations including Target, PetSmart, Costco, Walmart, Tractor Supply Company and CVS, and many others.”
WMT · BARK 10-KJun 10 '26
“Our products are available through Amazon.com, Chewy and TikTok as well as in retail locations including Target, PetSmart, Costco, Walmart, Tractor Supply Company and CVS, and many others.”
TGT · EDBL 10-KMar 31 '26
“Our herb product portfolio is sold through our supermarket partners including Walmart, Target, Meijer, Hannaford, Ahold/Delhaize, Kroger, PriceSmart, Wakefern Food Corporation/ShopRite, King Kullen, D'Agostino's, H-Mart and food distributors.”
WMT · EDBL 10-KMar 31 '26
“Our herb product portfolio is sold through our supermarket partners including Walmart, Target, Meijer, Hannaford, Ahold/Delhaize, Kroger, PriceSmart, Wakefern Food Corporation/ShopRite, King Kullen, D'Agostino's, H-Mart and food distributors.”
TGT · LUCY 10-KMar 25 '26
“In addition to our online sales through Lucyd.co and Amazon.com, our products are also sold on Walmart.com, Target.com, BestBuy.com, DicksSportingGoods.com, and eBay.”
WMT · LUCY 10-KMar 25 '26
“In addition to our online sales through Lucyd.co and Amazon.com, our products are also sold on Walmart.com, Target.com, BestBuy.com, DicksSportingGoods.com, and eBay.”
TGT · ATER 10-KMar 23 '26
“We sell on Amazon.com, Walmart.com, Target.com and our own websites, with the large majority of our sales being made through Amazon.com.”
WMT · ATER 10-KMar 23 '26
“We sell on Amazon.com, Walmart.com, Target.com and our own websites, with the large majority of our sales being made through Amazon.com.”