It's clear which big box retailer is pulling ahead this earnings season. Victoria Greene, investment chief at G Squared Private Wealth, told CNBC's "Power Check" on Tuesday that Target has lost its way, while competitor Walmart has a deep understanding of its customers — a divergence that's sure to bear out when the companies report quarterly results this week. Target is set to release results Wednesday after the close, while Walmart will report Thursday. Here are the investor's thoughts ahead of those reports. Target Greene said she is steering clear of Target until the big box retailer figures out its direction. The retail stock is down more than 22% this year. It's higher by 2% this week. "I don't think Target knows who it wants to be anymore," Green said. "Target used to have that clear focus. The suburban mom went to Target to get their Starbucks, waste time, shop, and buy a couple things that were cute." "Now they can't figure out if they want to be DEI friendly. If they don't want to be DEI friendly," she continued. "Somehow they managed to offend both the right and the left." TGT YTD mountain Target, year to date Greene expects that a potential CEO transition could help the company find direction, but not in time to translate into a great earnings report this week. The investment chief said she expects same-store sales and traffic will drop, a hit that could be offset somewhat by higher prices. "This company needs to figure out who it wants to be," Greene said. Walmart On the flip side, Walmart has no contest when it comes to its retail business. The stock has rallied more than 12% in 2025, and Greene expects shares could pop on solid earnings. She expects Walmart will report strong traffic and same-store sales, as well as growth in e-commerce. "Walmart is the giant in the room. Walmart is [Muhammad] Ali to [Joe] Frazier, right?" said Greene, referring to the famous boxing match between the two athletes. "They're just wiping the floor with the competition." The investor praised Walmart's pricing strategy during the critical back-to-school season to drive traffic into their stores, as an example. She added, their stores are accessibile to a majority of Americans. "This is a company that knows what it wants to be, and knows where it is going, to remain competitive in a rapidly changing world," Greene said.
