Walmart remains a leading, recession-resistant retailer with strong market share and financials. However, its valuation at 36 times forward earnings is considered stretched. Despite reporting a solid quarter with earnings and revenue beating expectations, the stock fell due to soft comparable sales, cautious guidance, and concerns about U.S. consumer weakness. The company raised its full-year revenue and earnings guidance modestly, but growth is slowing. The analyst recommends holding Walmart shares and waiting for a 10%-20% price pullback before buying due to an unattractive risk/reward profile.
Walmart is introducing a new clothing line called Scenario, priced mostly under $25, aimed at younger consumers to regain market share from Amazon. The move reflects Walmart's shift towards offering more stylish and higher-priced apparel to meet cust...
Flipkart Minutes, launched in August 2024, has rapidly grown to deliver about 1.1 to 1.2 million orders daily, closing in on Swiggy Instamart's 1.4 million orders. Flipkart expanded its micro-fulfillment centers from 340 to over 1,000 in a year, impr...
Walmart is beginning to introduce tap to pay as a payment option at select Walmart and Sam’s Club locations starting August 24, 2026. The rollout will cover all U.S. stores by the end of 2026 and fuel stations by mid-2027, allowing customers to pay u...
Walmart reported better-than-expected Q2 earnings with adjusted EPS of $0.81 and raised its full-year guidance, but shares dropped 9% due to concerns over the sustainability of margin gains. The gross profit improvement was largely driven by temporar...
Walmart announced it will begin accepting Apple Pay and Google Pay at select stores and Sam’s Club locations starting August 24, with plans to expand to all stores by year-end and fuel stations by mid-2027. This marks a major shift as Walmart previou...
