Company
Walmart
- Episodes
- 25
- Share
- 2.4%
- Shows
- 23
- Net sentiment
- +0.60
Up from 2.2% of episodes in the weeks before; net sentiment was +0.20.
Bullish 13Mixed 6Neutral 5Bearish 1
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Walmart. Longest episodes first.
Bullish 13
- Huang expects it to become an AI and technology company as industries are reinvented.Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more · BG2 (Gurley + Gerstner) · Oct 15
- Free express pickup for Walmart Plus leverages stores to compete with Amazon Prime during the holidays.Amazon’s Layoffs, TikTok's One-Click Bet & Walmart's 1-Hour Pickup | Fast Five · Omni Talk Retail · Oct 14
- Treated as a strong competitor using groceries as a loss leader across a broad selection.Hackers, Tariffs, and a $9.3 Billion Grocery Fight · Rethink Retail · Oct 16
- Cramer sees it as a winner in this environment despite high earnings multiple.Mad Money w/ Jim Cramer 10/14/26 · Mad Money w/ Jim Cramer · Oct 14
- Cited as a company that used containerization-enabled predictability to cut inventory costs.AI Will Not Make You Rich · Colossus Magazine · Oct 12
- Entering Medicare Advantage via a co-branded plan without operating clinics.CEO SPOTLIGHT SERIES: Patrick McGill, MD, Community Health Network (#536) · Healthcare Rap · Oct 13
Show 7 moreShow fewer
- Major retail distribution partner providing brand credibility and strong disc velocities.DTC to Retail: How Flex Reached 30,000 Stores After Turning Down Target Twice · The DTC Podcast · Oct 12
- Deutsche Bank upgraded to buy, citing AI margin benefits and value positioning amid inflation.Rate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26 · CNBC's "Fast Money" · Oct 15
- Deutsche Bank upgrade cites value-retailer advantage amid inflation and tech-led growth.Closing Bell Overtime: 10/15/26 · Closing Bell · Oct 15
- Seen as a beneficiary of consumer trade-down and price leadership, with an upgrade to buy.9am Hour: Exclusive: CoreWeave Craters, Red Hot PPI, AI Buildout Fears 10/15/26 · Squawk on the Street · Oct 15
- Gains from shoppers pushed away from Amazon and third-party seller opportunities.659: The #1 App In America Just Became Amazon’s Worst Nightmare · The My Wife Quit Her Job Podcast With Steve Chou · Oct 12
- New content tools, fulfillment capacity and in-store marketplace tests strengthen its marketplace position.Amazon's Q4 Deadline Crunch, Walmart's Store Play & AI's New Buy Box · Selling on Giants: The eCommerce Marketplace Podcast · Oct 13
- Deutsche Bank upgrade to buy, citing inflation-driven shopping and AI shopping tools.CoreWeave’s Debt Scare Rattles AI Stocks, TSMC Posts Another Record Quarter · The Rundown · Oct 15
Mixed 6
- Embracing new channels to take share from Amazon, with little to lose.Season 8, Episode 2: Will consumers adopt agentic commerce? (with Michael Morton) · Mobile Dev Memo Podcast · Oct 14
- Its relative outperformance versus other retailers serves as a recession signal for consumer stress.Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal · Excess Returns · Oct 16
- Strong last-mile delivery could benefit from agents, but its ad-driven incentives may eventually lead to resistance.When AI Agents Start Spending Your Money | Alex Rampell & Terry Angelos · The a16z Show · Oct 15
- Tariff rebates may be passed back to consumers under lawsuit pressure, hurting margins.Reaction to PPI Data, TeraWulf CEO Interview, Global Energy Markets 10/15/26 · Power Lunch · Oct 15
- Ads business growth supports it, but a valuation near 40x forward earnings is stretched.Coreweave’s Impact On AI Trade… And Netflix Results On Deck 10/16/26 · CNBC's "Fast Money" · Oct 16
- Struggling to retrofit old warehouses for automation, though it has a stake in Symbotic and strong balance sheet.Bank Earnings Have Entered the Upside Down · Motley Fool Hidden Gems Investing · Oct 13
Neutral 5
- Major retail partner where Soapbox is sold; discussed as a distribution channel.From Dead in the Water to Profitable and Why People Don’t Buy Because of the Mission | David Simnick, Founder of Soapbox · Consumer VC · Oct 15
- Mentioned as a former employer where the speaker led clean energy procurement.Powering AI With Clean Energy feat. Michael Pariser ’12 · Owl Have You Know · Oct 14
- Rumors about phone-based price tracking debunked; shelf pricing shift is about labor savings.10.12.26 Gas Prices & Vehicle Choice / Is Price Tech Stalking You? · The Clark Howard Podcast · Oct 12
- Allowed agents to buy on its platform, unlike Amazon which reportedly banned them.If there's a 10% Chance AI kills us all, why are we SPEEDING UP? · Vibes & Benchmarks · Oct 16
- Owns Sam's Club, a direct membership warehouse competitor to Costco.#6 How Costco Actually Makes Money · FinVision · Oct 12
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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