Cramer: Walmart and Target CEOs 'made me feel terrific' about US consumers despite trade tariffs

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Optimism from the two of the nation's biggest retailers show that American consumers are not tightening their belts due to trade tariffs, says CNBC's Jim Cramer.

Both Walmart and Target are heavily investing in digital. Walmart is testing in-home delivery for its strong grocery business, in addition to allowing users to order online and pick up at stores. Target said same-day delivery options including buy online, pick up in store and curbside pickup accounted for 80% of digital sales growth. Target shares were up about 67% this year, As of Tuesday's close. Shares of Walmart were up 28% in 2019.out there.

"When you listen to Brian Cornell talk, or Doug McMillon, the tariffs are really not that much of a factor," Cramer said, even as President

 

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