"Target is actually much more exposed than Walmart because Walmart is grocery-heavy and groceries are predominantly domestic," Jason Miller, supply chain professor at Michigan State University, told Business Insider.
"When you miss apparel timeline, you don't get it back, and Target has more apparel exposure," said TD Cowen retail analyst Oliver Chen.
"Walmart is much bigger, and I'm not just talking about sales. They have a much more advanced supply chain," said Kantar analyst Gina Logan.
As America's grocery king, Walmart US makes nearly 60% of its revenue from the grocery category and only about a quarter of sales from general merchandise.
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