Company
Walmart
- Episodes
- 23
- Share
- 2.3%
- Shows
- 21
- Net sentiment
- +0.33
Up from 2.1% of episodes in the weeks before; net sentiment was +0.14.
Bullish 8Mixed 4Neutral 8Bearish 3
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on Walmart. Longest episodes first.
Bullish 8
- Hall Pass launched nationally there, a strong distribution win for the brand.Meta Bans TikTok Ads | HOT JOBS | Shopify x Grok · Ecomm Cowboy · Oct 9
- Shop-to-light and drone delivery expansion show first-mover advantage.Costco Keeps on Growing, Kroger’s Loyalty Driver & Morrisons Locks It Up | GrocerTalk · Omni Talk Retail · Oct 6
- Light-up shelf labels could improve stock accuracy, picking efficiency and retail media.McDonald's Supersizes Its Ads, Walmart Lights Up & DoorDash Widens Its Mall Base | Fast Five · Omni Talk Retail · Oct 7
- Described as a leading AI operator in retail supply chains and stores.Guidelines for AI, Middle East Oil Flows, State of the Retail Trade 10/5/26 · Power Lunch · Oct 5
- Majority owner and distribution partner providing millions of shoppers and employees as customers.Why Fintech 2.0 Means One Platform for Every Aspect of Your Money With Omer Ismail, CEO of OnePay · Fintech One-On-One · Oct 8
- Opted into Muse, betting on being inside the leading agent rather than relying on its own site.Meta Muse: The Fight to Own Everything You Buy · Dan's AI Intel · Oct 6
Show 2 moreShow fewer
- Partnering with Spotify to link audio ad campaigns to in-store purchases.#561 - New AI Features for TikTok Shop & Amazon Opportunity Explorer Update | Weekly Buzz 10/8/26 · AM/PM Podcast · Oct 8
- Named among the best-positioned retailers in the current consumer environment.Retail Winners Emerge as Consumers Spend Carefully · Schwab Network · Oct 8
Bearish 3
- Sparky chatbot lets fraudulent Made in USA labels persist on the platform.Are Amazon and Walmart Using AI to Make It Harder to Buy American? · The Manufacturing Report · Oct 5
- Digital shelf pricing could enable data-driven price increases on consumers.Dawn of the Trend 10/06: GTA 6, Markwayne Mullin, Dr. Oz, Walmart, Sam Altman · The Daily Zeitgeist · Oct 6
- Accused via patents of planning surveillance pricing; denies it and faces reputational pressure.When CEOs Brag About Price Hikes, Groundwork Collaborative Is Listening · Listen to the Story · Oct 7
Mixed 4
- Denies using purchase data for pricing, but its patents and digital shelf labels draw scrutiny.Cornell’s Reckoning, Algorithmic ‘Gouging’ · Communication Breakdown · Oct 8
- Pledges not to personalize prices while installing digital shelf labels and using AI shopping assistants.Walmart and McDonalds defend dynamic pricing. · Elon Musk Podcast · Oct 5
- Automating warehouses with robots after years of failed attempts; host criticizes the job cuts.TECH: Amazon’s Hidden Profiles & Walmart Goes All-In on Robots · Philip Teresi · Oct 10
- Assortment recommendations and seller policy changes help sellers while closing selection gaps against Amazon.Amazon Puts Ads on Autopilot, Adds Paid Review Requests & TikTok Takes Checkout · Selling on Giants: The eCommerce Marketplace Podcast · Oct 6
Neutral 8
- Joined the open agent protocol with Meta and others for AI-driven commerce.S&P Hits New Record, Doing Business with Bots, Global Market Opportunities 10/6/26 · Power Lunch · Oct 6
- Mentioned as also operating some last-mile subcontracted delivery.How the ‘Delivery Protection Act’ Takes on Amazon · It Could Happen Here · Oct 7
- Mentioned as a cheaper alternative and comparison point for Target shoppers.More Reasons to Stop Shopping at Target · Frugal Friends Podcast · Oct 9
- Hosts Ibotta-powered Walmart Cash and ran matching deal days alongside Amazon's Prime Day.How Value Will Drive Holiday Shopping Behavior This Year · WWD Voices · Oct 8
- Mentioned by the host as a business model comparison.MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin America · After Earnings · Oct 5
- Mentioned as a large merchant-services client of the speaker's team.Intelligent Operations at Enterprise Scale - with Dhrubojyoti Das Deb of JPMorganChase · The AI in Business Podcast · Oct 9
Show 2 moreShow fewer
- e.l.f. is doing substantial work with Walmart as a retail partner.“Bad Data Equals Bad AI”: Ekta Chopra, e.l.f. Beauty’s Chief Technology & AI Officer - Live from Retailclub · Retailgentic | Consumer Behavior & Retail Trend · Oct 8
- Warehouse robotics effort has hit technical snags with boxes and turkeys.The Daily Allocator: Firmus pulls its Australian IPO; ESMA sets a stablecoin deadline; China rejects EU hybrid curbs · The Angus Briefing · Oct 9
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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