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LexWalmart Inc
Even Walmart cannot crack America’s dysfunctional healthcare market Premium content
...Walmart had hoped to leverage its vast store footprint to become a destination for affordable healthcare and vice versa....
May 2, 2024
LexWalmart Inc
Walmart is coming for your TVs Premium content
...But it has made first-party data, such as that collected by Walmart on the 255mn customers that visit its stores and websites each week, more valuable....
March 2, 2024
FT Live
Future of Retail
Securing long-term business growth with technology innovation
Tuesday, 17 SeptemberLondon, UK
LexDollar Tree Inc
America’s dollar stores are struggling Premium content
...For Dollar Tree, the blockbuster deal to buy Family Dollar in 2015 was meant to give the discount retailer the heft to compete against market leaders Dollar General and Walmart....
March 19, 2024
Menswear
V-necks are back
...The menswear runways are full of them, celebrities are wearing them on the red carpet, and stores are placing them at the heart of their spring/summer 2024 offerings....
April 8, 2024
John Gapper
Google and Apple’s app stores are cash machines
...Apart from being many times more profitable than Walmart, app stores have another advantage....
December 15, 2023
Walmart Inc
Walmart tumbles 8% on cautious holiday outlook for consumer spending
...Meanwhile, Macy’s, the US department store chain, reported strong results on Thursday. Its shares closed up 5.7 per cent in New York....
November 16, 2023
FT Live
Investing in America
Foreign companies as drivers of US growth, resilience and competitiveness
Tuesday, 10 DecemberHybrid Conference
Unhedged
Anatomy of a slowdown Premium content
...The discount clothing chains TJX and Ross Stores reported strong same-store sales and good margin performance in the third quarter. Their consumer is just fine....
November 20, 2023
Aldi
Aldi heads down new aisle with US supermarket shopping spree
...“In the past, retailers like Walmart have responded to investments from these discount chains,” said UBS analyst Michael Lasser in a note. “The key here is how Walmart will respond....
September 3, 2023
US retail
Cyber Monday online shopping spree forecast to break record
...RetailNext, another data company, reported a 2 per cent increase in foot traffic at stores on Black Friday....
November 27, 2023
Walmart Inc
Walmart raises guidance after first-quarter results top expectations
...“People are buying more on credit, they’re saving less and they’re going to stores like Walmart more.”...
May 18, 2023
LexWalmart Inc
Walmart: come for the everyday low prices, stay for the side hustles Premium content
...Walmart shares are up 24 per cent over the past 12 months, compared to a decline of 3.3 per cent and a 2.5 per cent increase at the two rival big box stores....
May 18, 2023
Ecommerce
Amazon falls behind Walmart in battle for India’s online shoppers
.... ©2023 Nikkei Inc. All rights reserved....
May 20, 2023
Retail & Consumer industry
Foot Locker cuts outlook with warning on consumer spending and theft
...Walmart management took among the most measured lines, observing that shrink is “uneven across the country . . . not in every market”....
August 23, 2023
The Big Read
The battle over TikTok
...Later Oracle and Walmart reached an agreement to buy its US operations but the deal was shelved after the Biden administration decided to review the transaction....
March 15, 2024
US retail
America’s dollar stores get a makeover for the age of inflation
...Walmart, whose supercentres can be 10 times as large, has just over 5,700 stores in the two countries....
April 19, 2023
FT Live
Capitalising on Shifting Consumer Behaviour in Asia
What is driving consumption and where are the opportunities?
Wednesday, 22 MayDigital Conference
LexWalmart Inc
Walmart: retail investors need to know their LIFO from their FIFO Premium content
...Same-store sales, margins, inventory levels — these are some of the metrics investors look at when it comes to retail stocks. These days, they must also get to grips with LIFO, FIFO and COGS....
November 15, 2022
Walmart Inc
Walmart lifts guidance as richer consumers go bargain hunting
...at its stores....
November 15, 2022
UnhedgedRobert Armstrong
Retail’s painful transition Premium content
...Retail week, part I: Home Depot (and the retail sales report) The first leg of this week’s Home Depot/Target/Walmart results trifecta is in....
May 17, 2023
LexWalmart Inc
Walmart: bargain bragging rights will help store chain as inflation rips Premium content
...That should reassure investors in Main Street USA as well as in the store chain. Walmart is a bellwether for US consumer demand....
August 16, 2022
LexBest Buy Co Inc
Best Buy: gadget hawker chases the silver dollar Premium content
...Walmart aims to build more than 75 medical centres in the US by the end of 2024. Dollar General is testing mobile health clinics outside some of its stores....
March 3, 2023
FT Magazine
How Walmart convinced critics it can sell more stuff and save the world
...It’s been 60 years since Sam Walton expanded from this small shop to open the first Walmart discount store nearby, and 30 years since he died. But “Mr Sam” and his company still dominate Bentonville....
October 13, 2022
ReviewFT Wealth
Book review: Still Broke by Rick Wartzman
...Walmart stores, which initially opened in towns of fewer than 25,000 inhabitants, have been praised for providing local employment and cheap, high-quality goods....
October 18, 2022
Retail sector
Walmart and Home Depot ease fears of recession even as inflation persists
...However, Walmart chief executive Doug McMillon added that the company was gaining market share as higher-income shoppers turned to its stores and ecommerce services to save money....
August 16, 2022
UnhedgedRobert Armstrong
Stocks to watch in 2023 Premium content
...Same-store sales rose 7.6 per cent in the third quarter; a bit less than half of that came from price increases. That’s good growth, but a lot slower than 2021....
January 3, 2023
Walmart Inc
Walmart issues profit warning as soaring inflation hits customers
...Walmart said that comparable sales in its US stores would be higher than previously expected, up 6 per cent in the second quarter excluding fuel, although this reflected higher spending on food, for which...
July 25, 2022

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