Company
Walmart
- Episodes
- 19
- Share
- 1.8%
- Shows
- 19
- Net sentiment
- +0.50
Bullish 6Mixed 3Neutral 9Bearish 1
The episodes that named it
Why each one was bullish, bearish or in between on Walmart. Longest episodes first.
Bullish 6
- Partnership in Arkansas expands Zipline's US delivery footprint.Using Drones to Expand Healthcare Delivery · The CommonHealth · Sep 23
- Built into one of the largest retailers through low costs, customer focus and rapid expansion.#434 Sam Walton · Founders · Sep 21
- Walmart+ gas savings expansion strengthens its membership value proposition for customers.Walmart+ Fuels Up, Costco Goes On-Demand & Toys R Is Back (Again) | Fast Five · Omni Talk Retail · Sep 23
- Provides OnePay exclusive distribution to about 150 million weekly shoppers at near-zero acquisition cost.Walmart-Backed OnePay on Consumer Fintech Moats · Tech Disruptors · Sep 22
- AI tools let it grow revenue without adding headcount, boosting profitability.Everyone’s Bracing for a Crash. The Economy Says Otherwise. · Wealthion · Sep 24
- Scintilla platform expansion, AI tools and in-store rollout deepen supplier data advantage.Walmart's Mark Hardy - Scintilla, the Commerce Intelligence Platform · The CPG Guys · Sep 26
Mixed 3
- Earnings calls may reveal whether retailers pass on fuel-driven cost increases to consumers.We Asked the Data Scientist Who Rebuilt the Jobs Report What the Headline Number Hides · Excess Returns · Sep 26
- Mentioned as the largest exporter from China to the US, highlighting import dependence.President Xi coming to the White House · On The Ground in China · Sep 21
- Its Sparky assistant lifts sales, but it may face pressure from agent-driven price comparison.Amazon Just Blocked AI Shopping. Shopify Opened Up | The Brainstorm 150 · FYI - For Your Innovation · Sep 24
Neutral 9
- Its ChatGPT checkout integration underperformed, though its app and delivery are praised.Harvey's Margin Whiplash, Human Powered Agents, McLaren Rebrand, Insects > Humans? | Ben Thompson, Gagan Biyani, Alex Ratner, Peter Kalogiannis, Daniel Petkevich · TBPN · Sep 22
- Quality business but valuation too high, looking increasingly like Amazon.the call: Thursday 24 September | global stocks · The Call from ausbiz · Sep 24
- Used as the lower-wage comparison point for Costco's employee pay policy.The "Permabear" Holds 50% Stocks. 7 Sectors Barely Grew. What If Stocks Stop Carrying the Economy? · Two Quants and a Financial Planner · Sep 21
- Mentioned as Target's competitor during the 1990s discount retail rivalry.596. From Target to Apple: Lessons in Retail Innovation · The Brainy Business | Understanding the Psychology of Why People Buy | Behavioral Economics · Sep 24
- Walmart and its foundation describe food donation, recovery and waste-reduction programs across its stores.Making Food Waste a Climate Priority · Food Talk with Dani Nierenberg (by Food Tank) · Sep 21
- Mentioned as a retailer that could win shoppers via AI price comparison.S15 EP171: Hour 3 - Meta's Muse AI Agent Spooks Amazon · The Erick Erickson Show · Sep 23
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- Mentioned as a comparison for store brand sales and the Sam's Choice generic line.Costco Nation | #410 · Faith and Economics · Sep 21
- Cited as a major retailer example alongside Amazon.Beyond ROAS: The New Retail Media Playbook for Enterprise Growth (Sherry Smith, President of Retail Media at Criteo) · The CPG View · Sep 21
- Used as the main case study of a transformation from brick-and-mortar toward e-commerce.Former Walmart VP Keith Wyche: The 4 R's That Decide Whether Change Stick · The Strategy and Leadership Podcast with Anthony C. Taylor · Sep 22
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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