Klarna Group Plc Chief Executive Officer Sebastian Siemiatkowski didn’t sell any shares in his company’s blockbuster IPO this week — but he still managed to use the listing to consolidate his control over the company.  Ahead of the offering, the 43-year-old founder pledged Klarna shares as collateral to secure a $112 million loan, according to a person familiar with the matter. The lender SEB AB provided the funding last month, with Siemiatkowski pledging a roughly $980 million stake in exchange as collat ...

Time to go inside out on Walmart and some of the big box retailers. Jen Rogers Niffan, CEO of Jay Rogers Niffen, Worldwide Enterprise is with me right now. Um, Walmart has always been a name that you loved.Everybody who comes on loves it. Back to school. Um, how are we doing with that.How did they do. I know people started shopping earlier. Is Walmart a winner when it came to back to school.>> Well, despite your last segment on restoration hardware, there's nothing wrong with retail. There's nothing wrong w ...

I have owned the preferred shares of Seapeak, Seapeak LLC 9% PFD UT SER A ( SEAL.PR.A ) and Seapeak LLC 8.50% PFD UNIT B (NYSE: SEAL.PR.B ) for several years now. And although the parent company has beenHe is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable research on appealing Europe-focused investment opportunities not found elsewhere. The a focus is on high-quality ideas in the small-cap space, with emphasis on capital gains and dividend income for ...

Key Takeaways Q2 revenues hit $177.4B with strong comps in grocery, health & wellness and Sam's Club.E-commerce sales jumped 25% globally, supported by delivery, marketplace and last-mile gains.Advertising, memberships and global expansion add high-margin growth to Walmart's model.Walmart Inc. (WMT) has kept investor momentum alive, with its stock rallying 21.5% over the past six months. The retail giant’s robust strategies, operational excellence and ability to adapt to shifting consumer dynamics have rein ...

最后咱们快速过几个焦点个股，大家也能感受下市场的热度：网易昨天盘中刚创了历史新高，它家《命运》手游在美区iOS下载榜霸榜好几天了，盘前还 涨了1%；阿里刚上的"高德扫街榜"，一天就有4000万用户，直接成了国内最大的美食榜；蔚来又拿到10亿美元融资，小鹏的飞行器在阿联酋拿到了飞行 证，咱们国内的科技和车企也在悄悄发力。 作为干了20年财经记者、又蹲守中长线投资的老炮，帮主得跟大家掰扯掰扯，这波美股涨得这么猛，到底是跟风炒情绪，还是有真东西在支撑？核心就 一个事儿：市场现在几乎认定，美联储下周三开会，十有八九要降息了。 说到底，今天美股这波新高，本质是市场提前给降息"打了预防针"。但大家别光盯着眼前的涨幅，中长线看，下周美联储到底降多少、会后声明怎么说， 才是真正的关键。毕竟咱们做投资不是赌短期涨跌，得跟着政策和经济趋势走。跟着帮主，咱们慢慢把这波行情的来龙去脉摸清楚，不慌不忙做判断。 更有意思的是就业端，昨天每周失业金申请人数飙到26.3万，创了快三年新高，比预期多了快3万。加上前几天PPI还意外降了0.1%，这一串数据摆在一 起，等于告诉美联储：经济增速在放缓，就业也有点松劲，是时候松松货币政策了。所以现在 ...

沃尔玛加速布局社区店，目前在深圳已有4家 在传统商超大卖场陷入"闭店潮"时，沃尔玛加速布局"小而美"的社区店。近日，沃尔玛宣布深圳第四家 社区店将于9月13日在深圳宝安正式开业。在经过测试验证与迭代升级后，沃尔玛社区店已在深圳进入 规模化落地阶段。 据了解，沃尔玛在深圳目前共有4家社区型门店，其深圳首店选址龙华壹方天地，4月进驻南山新德家 园，6月进一步布局龙华星潮泰未来城。 9月10日，在宝安社区店开业前夕，记者应邀探店，实地体验这一"小业态"的逆势走强之道。 "小精近" 成第三增长曲线 "小而好逛"是记者的第一个感觉。走入店内，各类沃尔玛大店内的经典品牌赫然在目。比如"沃集 鲜"4.0常温纯牛奶、"浓汤面系列""HPP果茶系列"，以及必买烘焙明星产品等，均分布在大约500平方米 的空间。 社区店成为沃尔玛"大店和电商业务"之外的第三增长曲线。中国高级副总裁兼沃尔玛门店首席采购官祝 骏接受记者采访时表示："社区店作为沃尔玛全渠道矩阵的重要一环，承载着我们对于社区零售模式的 全新探索，不仅通过加密门店网络扩大服务范围，也与沃尔玛大店及电商业务形成战略互补。" 社区商业 成零售"新风口" 当下，社区零售市场呈现 ...

PresentationPeter KeithMD & Senior Research Analyst Okay. Thank you very much, everyone. Thanks for your patience. Welcome to our retail media discussion with Walmart at the Piper Sandler Growth Frontiers Conference. My name is Peter Keith. I'm the senior research analyst covering consumer hardlines and broadlines and I'm joined by my colleague and friend, Tom Champion. He's a senior research analyst covering Internet companies in the technology space. Quick introductions for who we have on stage. I think t ...

PresentationPeter KeithMD & Senior Research Analyst Okay. Thank you very much, everyone. Thanks for your patience. Welcome to our retail media discussion with Walmart at the Piper Sandler Growth Frontiers Conference. My name is Peter Keith. I'm the senior research analyst covering consumer hardlines and broadlines and I'm joined by my colleague and friend, Tom Champion. He's a senior research analyst covering Internet companies in the technology space. Quick introductions for who we have on stage. I think t ...

I didn't think that I would actually own an alligator ever. It's been really kind of incredible. Wesley Silva got his pet alligator four years ago from a neighbor who got her as a gift.When they weren't able to care for her anymore, they asked Silva if he'd be interested. I did some research. I have kids of my own and I didn't want to put anybody in jeopardy.And I after some research, I was like, you know what. I'll I'll take her. Since then, they've been everywhere.We've gone to restaurants. We've been to ...

Summary of the Retail Media Discussion with Walmart and VIZIO Industry and Company Overview - The discussion centers around the retail media industry, specifically focusing on Walmart and its recent acquisition of VIZIO, which closed in December 2024 [6][13]. - Walmart aims to leverage VIZIO's capabilities to enhance its retail media network, creating a powerful platform for advertisers [6][13]. Core Points and Arguments Retail Media Evolution - Retail media is defined as actionable, performance-based media infused with first-party data, allowing for better targeting and efficiency in advertising [7][9]. - The traditional marketing funnel is evolving, with retail media moving from conversion-focused strategies to full-funnel approaches that include awareness and consideration stages [10][21]. - Walmart Connect reported $4.4 billion in revenue last quarter, growing at 31%, with even higher growth rates when including VIZIO [21]. VIZIO's Role and Business Model - VIZIO's business model focuses on its operating system, which generates revenue through subscriptions, data licensing, and advertising [14][15]. - The acquisition allows Walmart to tap into VIZIO's advertising capabilities, enhancing the customer experience by integrating shopping and entertainment [19][20]. - VIZIO's advertising includes display banners and a video business through its app, WatchFree+, which offers free ad-supported content [16]. Strategic Advantages of the Acquisition - The acquisition is seen as a strategic move to address declining hardware margins by focusing on the platform side of the business [17][19]. - Walmart's scale (150 million customers) combined with VIZIO's data capabilities allows for more personalized advertising and better measurement of advertising effectiveness [12][30]. - The integration of first-party data from both companies enhances targeting capabilities for advertisers, reducing waste and improving customer engagement [30][31]. Industry Trends - The retail media market is projected to reach a total addressable market (TAM) of $100 billion in the coming years, with a significant shift towards digital and connected TV advertising [35][40]. - Connected TV is expected to surpass traditional television in ad spending by 2027, driven by the growing preference for streaming content [40][71]. - The blending of retail and traditional media is creating new opportunities for advertisers to reach customers more effectively [35][36]. Important but Overlooked Content - The integration of AI and automation is expected to simplify the advertising process, allowing smaller advertisers to participate in performance-based media [43][44]. - The shift towards a self-serve advertising model enables smaller brands to compete effectively without needing large budgets [43][44]. - The cultural alignment between Walmart and VIZIO, focusing on providing high-quality products at affordable prices, supports a seamless integration process [64][65]. Conclusion - The partnership between Walmart and VIZIO is positioned to create a robust retail media ecosystem that benefits both advertisers and consumers through enhanced targeting, scale, and innovative solutions [73][78]. - The focus on solving business challenges for suppliers and enhancing customer experiences is central to the growth strategy of both companies [72][78].