Company
Walmart
- Episodes
- 19
- Share
- 2.0%
- Shows
- 19
- Net sentiment
- +0.57
Down from 2.2% of episodes in the weeks before; net sentiment was +0.33.
Bullish 10Mixed 2Neutral 5Bearish 2
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Walmart. Longest episodes first.
Bullish 10
- Building agent shopping infrastructure and accepting Apple Pay, competing for online share.iPhone Duo Reviews, Touchscreen MacBook Pro, How Walmart May Beat Amazon · Primary Technology · Oct 22
- Opening Walmart Plus and Sam's Club to purchasing agents, drawing shoppers.OpenAI Uncovers a Decade Old Security Flaw · The Daily AI Show · Oct 22
- Launched a dedicated agent interaction platform, opening shopping to AI agents while Amazon blocked them.338 | AI agents now work 6x the hours of their humans at Anthropic 🤯, AI just put 70% of all websites at risk, Is AI a bubble? “We grew a mind” (OpenAI safety insider), and more important AI news for the week ending October 23, 2026 · Leveraging AI · Oct 24
- Rolling out Reprise travel-size gummies to more than 470 stores.Scaling an Asian Medicine Brand into Whole Foods Market and Walmart · The Startup CPG Podcast · Oct 23
- Leadership-driven AI push under Doug McMillan doubled revenue and aggressive agent building.Episode 352 - Is Agentic Commerce a Mirage? Jason & Scot Debate It Live · The Jason & Scot Show - E-Commerce And Retail News · Oct 20
- Partners with Muse to take share from Amazon by opening a new sales channel.Amazon & Delta Are Blocking AI Agents. How to Win Anyway. · The Startup Ideas Podcast · Oct 21
Show 4 moreShow fewer
- Gained as investors rotated out of AI names, showing dispersion in the tape.Nothing Matters in the Market Until It Does with Mike Tracey · RiskReversal Pod · Oct 19
- Opening its platform to third-party agents, with early evidence of higher order values from agentic shoppers.The AI vs AI Battle for the Internet · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 22
- Launching Walmart Agent Gateway to let customers control third-party shopping agents.#565 - Walmart Loves Muse, Amazon Hates It! | 3 Weeks of Black Friday Deals? | Weekly Buzz 10/22/26 · AM/PM Podcast · Oct 22
- New joint membership bundle combines Walmart Plus and Sam's Club Plus for $120.GM Tanks Despite Earnings Beat, Walmart Takes On Costco · The Rundown · Oct 20
Bearish 2
- Consumer staples retailers fell sharply, signaling a weakening consumer.THS LIVE | Brent At $116, Nasdaq 100 Drops Almost 3% & US Pulls Staff From Saudi Arabia · The Higher Standard · Oct 23
- Digital shelf pricing changing between shelf and register drew customer and host criticism.Your Colon Is The Real Victim · Armstrong & Getty On Demand · Oct 19
Mixed 2
- Large China import exposure means tariff costs flow through to consumers.The Quiet Dragon: Why President Xi Came Solo to Face Trump · On The Ground in China · Oct 19
- Expanded carrier network offers cheaper shipping options but demands reliable delivery performance.Amazon Takes Control of Multipacks, Google Changes Checkout & Black Friday Starts Early · Selling on Giants: The eCommerce Marketplace Podcast · Oct 20
Neutral 5
- Switched from Affirm to its own Klarna-powered option, with limited economic impact on Affirm.Affirm: The Internet’s American Express - [Business Breakdowns, EP.249] · Business Breakdowns · Oct 22
- Retail partner whose data and insights capabilities CPG brands must align with.Salesforce's Devin Kunysz: CRM-Driven Consumer Goods Growth · The CPG Guys · Oct 21
- Discussed as a retailer whose ad-tech stack differs from Amazon's, making its strategy harder to execute.Season 8, Episode 3: Amazon and Agentic Commerce (with Adam Epstein) · Mobile Dev Memo Podcast · Oct 21
- Used tariff refund money to lower prices on essential grocery items.10.21.26 Winter Heating Costs / Supermarket Price Update · The Clark Howard Podcast · Oct 21
- Has committed to rolling out hundreds of EV charging stations.How Does America’s Cheapest EV Hold Up on a Road Trip? · WSJ Tech News Briefing · Oct 23
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.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial