Company
Walmart
- Episodes
- 25
- Share
- 2.4%
- Shows
- 24
- Net sentiment
- −0.05
Up from 1.8% of episodes in the weeks before; net sentiment was +0.50.
Bullish 5Mixed 8Neutral 6Bearish 6
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Walmart. Longest episodes first.
Bullish 5
- Massive scale, supplier leverage and data advantages make it a resilient retail leader.Tier Ranking 12 Discount Retail Stocks From Best to Worst · The Canadian Investor · Sep 28
- Works with external AI platforms, positioning itself as the open alternative to Amazon.Amazon vs. Meta: Who Controls the AI Shopper? · RETHINK RETAIL · Oct 2
- Its stock has risen eightfold since 2000, showing stores still win.What Retail Legend Ron Johnson Learned from Apple’s Success and JCPenney’s Failure · HBR IdeaCast · Sep 29
- Its public pledge to price products not people is presented as a positive trust-building boundary.AI Pricing and Your Customers: Why Walmart Promised Not to Charge You Based on Who You Are · Small Business Big AI · Sep 29
- Route optimization AI reportedly saved about $200 million a year, and the partnership runs ten projects annually.Exclusive Interview: From $100K to a $1B Balance Sheet & 700 Employees · Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights · Sep 29
Bearish 6
- Its in-chat checkout converted worse than its own site, and it blocks third-party agents.How Stripe's Tempo is Rebuilding On-Chain Cash Settlement, with Head of Market Development Simon Taylor · The Fintech Blueprint · Sep 28
- Stock hammered as it pledges low prices amid cost pressures.9AM HOUR: Nvidia Adds $150B to Stock Buyback; Oil Prices and Yields Surge; MongoDB CEO Leaves for Meta 9/28/26 · Squawk on the Street · Sep 28
- Trades at about 36 times earnings, seen as expensive if rates rise.9AM HOUR: Anthropic's IPO Prospectus, AI Summit at the White House, Oura Postpones IPO 9/29/26 · Squawk on the Street · Sep 29
- Canadian distribution workers won first union contract, a setback for the company's anti-union stance.What Happened in the Labor Movement Last Month? · It Could Happen Here · Oct 1
- Host argues its tech rollout prioritizes profit and privacy over low prices and customer service.WALMART: Digital Price Tags Will Be the New Normal · Philip Teresi · Sep 29
- Hosts doubt its denial of dynamic pricing and see the digital shelf labels as a trust problem.Is Walmart Lying to Us? · Clownfish TV Podcasts · Oct 1
Mixed 8
- CEO denies dynamic pricing, but a patent suggests the capability exists.McDonald’s & Walmart: Dynamic Pricing? | Best Buy x TikTok Shop | Braze Sues Frost Buddy · Ecomm Cowboy · Sep 30
- Wonderful business with strong moat, but at about 38x earnings the stock looks overvalued versus intrinsic value.TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Oct 1
- Strong logistics investment but B2B success likely limited to janitorial and break room categories.Wholesale Change: AD Buys Back SupplyForce, Rexel's $1.4B Data Center Bet, and Is Walmart Distribution's Sleeping Giant? · The Wholesale Change Show · Sep 29
- Owns its own slaughterhouse and is among retailers now under expanded beef probe.689. Here’s Why Your Hamburger Just Got So Pricey · Freakonomics Radio · Oct 2
- Has handled downturns well with pricing power, but consumer pressure is a concern.Top Investment Strategist: These trades WIN the AI bull market! · Full Signal · Sep 29
- Digital shelf labels aim to save time but raise surge-pricing concerns and regulatory scrutiny.Walmart Rolls Out Digital Price Tags & Does AI Feel Pain? · Morning Brew Daily · Oct 2
Show 2 moreShow fewer
- Digital shelf labels improve efficiency but raise personalized pricing concerns, which Walmart says it will avoid.#39 - An OpenAI Agent Walked Into Australia's Government Systems. Nobody Told Them for Three Months · AI Neanderthal by Malcolm Werchota · Sep 29
- Building business selling infrastructure while business participation on its platform remains limited.Amazon Wants to Run Every Marketplace, AI Gets the Keys & Holiday Spending Hits $275B · Selling on Giants: The eCommerce Marketplace Podcast · Sep 29
Neutral 6
- Discussed as the target of a first union contract in Ontario, Canada.It Could Happen Here Weekly 252 · Behind the Bastards · Oct 3
- CEO pledged not to use personal data for individualized pricing, though hosts doubt it will last.09-28-26 Part One - Walmart Won't Take It Personal · Red Eye Radio · Sep 28
- Cited as large due to efficient logistics rather than monopoly power.Xavier Gabaix on The Shape of Big Things · Scaling Theory · Sep 28
- Staff caught an AI-generated fake pickup order, leading to an arrest.AI Enabled Fraud: When Growth Comes Before Guardrails · Fraudology Podcast with Karisse Hendrick · Oct 1
- Discussion of digital shelf lights and employee key access, no investment angle.Pineapple Hill Saloon Fights to Stay in Sherman Oaks · Tim Conway Jr. on Demand · Oct 2
- CEO promised shelf-label pricing will not be personalized using customer data.The Daily Allocator: Boeing's landing-software flaw, Northern Star says no, and futures turn lower · The Angus Briefing · Sep 28
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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