近日对亚马逊(NASDAQ:AMZN)和沃尔玛(NYSE:WMT)来说是特殊的日子，尤其是亚马逊宣布生鲜当日达服务已覆盖 1000 多个城市，还计划到 2025 年 底扩展到 2300 多个。这可不是只送牛奶鸡蛋，肉、海鲜，甚至 AirPods 都能放进同一购物车，几小时内送达。 这对亚马逊来说是利好，但 Instacart、沃尔玛和 DoorDash的投资者却提前消化了利空 —— 消息一出，这三只股票纷纷下跌，分别跌了 11.8%、7.9% 和 2%，而亚马逊自那以后涨了约 2.4%。亚马逊凭借规模经济还有更多上涨空间，而且正在开拓新的增长领域：无论是二季度 AWS 营收同比增长 18% 至 308.7 亿美元(超预期)，还是广告业务都表现不俗。 另一方面，这意味着该行业的竞争对手，尤其是沃尔玛，将面临更多压力。虽然沃尔玛在努力追赶，但亚马逊等对手加剧的竞争可能带来更大压力 —— 价格战升级、成本上升，公司为了在电商领域保持竞争力，不得不加大技术和物流投入，这可能影响其盈利能力，甚至今年美国数字业务的利润率。不 过，有挑战也有机遇，沃尔玛 + 会员在上一季度势头不错，实现了两位数增长。 最新消息是，沃尔玛取 ...

Core Insights - Walmart (WMT) shares have significantly outperformed broader market indexes and peers, including Target (TGT) and Amazon (AMZN), with a year-to-date increase of +11.7% [1][2] - The upcoming quarterly results on August 21 will be crucial in determining if Walmart can sustain its stock momentum [1] Performance Comparison - Year-to-date performance shows Walmart up +11.7%, compared to the Magnificent 7 group at +15.6%, S&P 500 at +9.9%, Amazon at +5.3%, and Target down -22.8% [2] - Performance dynamics shifted post-April 8 market lows, with Walmart lagging behind the Magnificent 7, Amazon, and S&P 500 during that recovery period [3][7] Market Position and Strategy - Walmart's low-beta status and focus on essential goods contribute to its defensive stock attributes, providing stability amid market fluctuations [7][8] - The company has gained market share among higher-income households, driven by inflationary pressures and enhanced e-commerce capabilities [9][10] E-commerce and Revenue Growth - Walmart's e-commerce segment is now profitable, accounting for approximately 15% of total sales, with expectations to double this figure over time [12] - The company anticipates a +4% sales growth and operating income growth exceeding sales growth, having achieved +5.5% sales and +9.5% operating income growth in the past two years [15] Upcoming Earnings Expectations - Walmart is projected to report $0.73 in EPS on $175.51 billion in revenues, reflecting a year-over-year increase of +8.9% and +3.6%, respectively [16] - Same-store sales in the U.S. (excluding fuel) are expected to grow by +4.17%, slightly lower than the previous quarter's +4.8% [17] Retail Sector Overview - The retail sector is seeing strong earnings growth, with 21 of 32 S&P 500 retailers reporting a +20.5% increase in earnings year-over-year [21] - The overall earnings picture for the S&P 500 indicates a +11.4% increase in earnings and +5.8% revenue growth for 462 members that have reported [30][32]

which tracks the country, is up nearly 20% this year. We'll retail earnings kick off in earnest next week, with Target and Walmart among the key names reporting investors focusing in on what retailers have to say about the consumer and the impact of tariffs. So far, Walmart shares are up over 10% this year, helped along by e-commerce and grocery businesses, while the more discretionary focused target has dropped nearly 24%.So for more on what to expect from these companies, Mizuho senior analyst David Belli ...

Target Corporation TGT is slipping behind Walmart Inc WMT in sales growth as slowing digital performance, higher import exposure, and mounting tariff pressures weigh on its outlook.Bank Of America Securities analyst Robert F. Ohmes downgraded the stock from Neutral to Underperform, lowering the price forecast from $105 to $93.Ohmes cited a lower fiscal 2027 adjusted EPS outlook of $7.75 and growing long-term sales and margin risks from slowing digital growth, limited scale in digital ads and third-party mar ...

All right, why don't we start off with the news. Uh, Bergkshire Hathaway, Appaloo, also Michael Bur buying into UNH. What do you make of that buy.>> Uh, I think it's a great long-term play. I think a lot of investors are are wondering when it's going to bottom. They're basically a systemically important company to America with their their embeddedness in our insurance market, private and public.And so, I look at this, it may be a long-term play, but it could be a phenomenal buy and a little bit of a bottom ...

今天对亚马逊（NASDAQ:AMZN）和沃尔玛（NYSE:WMT）来说是特殊的一天，尤其是亚马逊宣布生鲜当日达服务已覆盖 1000 多个城市，还 计划到 2025 年底扩展到 2300 多个。这可不是只送牛奶鸡蛋，肉、海鲜，甚至 AirPods 都能放进同一购物车，几小时内送达。 这对亚马逊来说是利好，但 Instacart、沃尔玛和 DoorDash的投资者却提前消化了利空 —— 消息一出，这三只股票纷纷下跌，分别跌了 11.8%、7.9% 和 2%，而亚马逊自那以后涨了约 2.4%。亚马逊凭借规模经济还有更多上涨空间，而且正在开拓新的增长领域：无论是二季度 AWS 营收同比增长 18% 至 308.7 亿美元（超预期），还是广告业务都表现不俗。 另一方面，这意味着该行业的竞争对手，尤其是沃尔玛，将面临更多压力。虽然沃尔玛在努力追赶，但亚马逊等对手加剧的竞争可能带来更大 压力 —— 价格战升级、成本上升，公司为了在电商领域保持竞争力，不得不加大技术和物流投入，这可能影响其盈利能力，甚至今年美国数字 业务的利润率。不过，有挑战也有机遇，沃尔玛 + 会员在上一季度势头不错，实现了两位数增长。 【如需和我们交流可 ...

Core Insights - Convenience remains the primary focus in retail, with Amazon and Walmart expanding last-mile fulfillment capabilities to enhance speed, flexibility, and resilience [1][4] - The competition between Amazon and Walmart is intensifying as both companies adapt to meet modern shopper needs, emphasizing speed, supply diversification, and smart automation [4] Company Strategies - Amazon is perceived as a technology-driven entity that sells products, while Walmart is recognized for its efficiency and physical presence [3] - Both companies are recalibrating their strategies, focusing on savings velocity rather than brand loyalty, as evidenced by the shift in consumer behavior towards "dual-event shopping" [5][6] - Amazon has expanded its same-day grocery service to over 1,000 U.S. cities, aiming for 2,300 by year-end, directly competing with Walmart's same-day delivery services [8][10] Consumer Behavior - Shoppers are increasingly engaging in cross-platform purchasing, seeking deals from both Amazon and Walmart, which indicates a shift in loyalty dynamics [6][8] - Average spending during Amazon Prime Day was $360, a 10% increase from 2024, while Walmart+ Week shoppers spent $484, an 11% increase year-over-year [7] Infrastructure Development - Walmart is diversifying its supply chain by establishing direct ocean freight lanes from Vietnam to U.S. fulfillment hubs, reducing geopolitical risks and tariffs [11][12] - Amazon is investing in advanced manufacturing technologies, including "zero-touch manufacturing" powered by AI, to enhance its operational efficiency [13] - Both companies are building infrastructure that is difficult for competitors to replicate, which is becoming a critical competitive advantage in the retail sector [15][16]

Walmart is extending its 10% employee discount to nearly all groceries, offering financial relief as food prices continue to strain household budgets.  Walmart Chief People Officer Donna Morris told employees in a Wednesday memo, obtained by FOX Business, that the company was simplifying and expanding its Walmart Associate Discount Card program, effective immediately, to all food categories. This includes dairy, frozen, dry groceries, meat and seafood, in addition to general merchandise and fashion.With the ...

智通财经APP获悉，周三，三大指数上涨，标普500指数连续第二个交易日创收盘纪录。 加拿大央行7月曾考虑降息但倾向等待更多数据。加拿大央行在7月份的会议上讨论了降息25个百分点， 但与美国持续的贸易争端、加拿大经济的弹性以及不断上升的通胀风险最终导致加拿大央行连续第三次 会议将政策利率维持在2.75%。加拿大央行会议纪要表示，"现在评估关税和贸易重组将如何影响加拿 大的经济活动和通货膨胀，还为时过早。委员们一致认为，如果经济继续走弱，核心通胀压力减弱，他 们需要等待更明确的信息，然后才能得出明确的结论，即是否有更大的宽松空间。" 【美股】截至收盘，道指涨463.66点，涨幅为1.04%，报44922.27点；纳指涨31.24点，涨幅为0.14%，报 21713.14点；标普500指数涨20.82点，涨幅为0.32%，报6466.58点。Bullish(BLSH.US)上市首日收涨 83.78%，Coreweave(CRWV.US)收跌20.83%。稳定币巨头Circle(CRCL.US)跌6.15%。纳斯达克中国金龙 指数涨2.08%，哔哩哔哩(BILI.US)涨6.61%，爱奇艺(IQ.US)涨5.41%。 ...

Amazon is going all-in on its supermarket business with a massive expansion of same-day delivery of perishable items like milk and fruits — sending shares of rivals including Walmart and Instacart plunging.The e-retail giant, founded by Jeff Bezos, announced Wednesday it will offer the same-day services in 2,300 cities by the end of the year, more than double the current 1,000 locations where Amazon Prime members can order items like milk, fruits and baked goods.The service — already available in Manhattan ...