This is just simply not the Walmart (WMT) that we've gotten used to over the last two decades, notes Scott Mushkin. He and Seema Shah take stock of the retail sector after Walmart (WMT) and Target (TGT) earnings. They talk about how WMT has improved their merchandise by including brands such as Levi's and Reebok. Seema mentions that WMT saw an increase in monthly active users for the first quarter. They also talk about how TGT's engagement with the consumer is continuing to drop. They then gauge pressures on consumer spending. Tune in to find out more about the stock market today.