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盒马、沃尔玛、奥乐齐们离开舒适区
Sou Hu Cai Jing· 2026-01-31 05:20
▲这是灵兽第1757篇原创文章 2026年很可能会成为硬折扣集中爆发的一年,硬折扣正在进入深水区。 作者/十里 ID/lingshouke 1 盒马和奥乐齐离开舒适区,沃尔玛迎战 2026年开年,硬折扣间竞争的火药味逐渐浓了起来。 盒马在内部信中刚透露完,将大肆扩张超盒算NB后就连开三家。1月23日,东莞、深圳两地接连开业门店。这仅仅距离开放华东四个城市的加盟,刚刚过 去2个月。 在盒马插旗时,沃尔玛也在加速防守。 据悉,在深圳下沙地区有沃尔玛社区店即将在2月开业,此前这一选址是盒马。而沃尔玛中国总裁朱晓静在近日到访苏州时表示,将持续扩大在苏州投资 布局。这一举动被市场猜测,社区店走出深圳的第一站有可能是苏州。 与此同时,提速的不只是超盒算NB当天,奥乐齐在南京四店同开,门店数也迈过100家。它虽不在深圳,但释放的信号无非是硬折扣的扩张开始了,不是 个别玩家试水,而是全国性的加速。 美团的快乐猴也在向多个城市进军,继在杭州、廊坊、北京落地之后,再下一城,绍兴首店将开业。 此外,避开小业态硬折扣、选择更大面积门店的京东折扣店,也在多个城市落子。 截止到2025年底,超盒算NB全国门店数量已突破400家。 此次超 ...
PROCTER & GAMBLE BRINGS RELIEF TO MISSISSIPPI RESIDENTS AFFECTED BY SEVERE WINTER STORM
Prnewswire· 2026-01-30 23:05
Residents Can Access On-Site Showers and Tide Loads of Hope Laundry Services in Oxford and Ripley, MS OXFORD, Miss. and RIPLEY, Miss., Jan. 30, 2026 /PRNewswire/ -- WHO: WHAT: WHY: P&G is working with Walmart and Matthew 25: Ministries to continue its long-standing commitment to help restore a sense of normalcy to communities most impacted by major disasters. Together, they assist people in need of clean laundry, showers, and personal care items in communities recovering from major disasters. These services ...
UBS Maintains "Buy" Rating for Walmart (WMT) with Increased Price Target
Financial Modeling Prep· 2026-01-30 20:09
Core Viewpoint - UBS maintains a "Buy" rating for Walmart and raises the price target from $122 to $135, reflecting confidence in Walmart's financial performance and future prospects [1][5] Financial Performance - Walmart achieved $681 billion in revenue during fiscal 2025, averaging about $1.87 billion per day [2][5] - The company reported a 4.3% operating margin in fiscal 2025, resulting in an operating income of $29.3 billion, indicating profitability after covering costs [2][5] Competitive Positioning - Walmart's 4.3% operating margin positions it between Target's 4.6% and Costco's 3.7%, showing its competitive standing in the discount retail sector [3] - The operating margin has improved from 3.3% in fiscal 2023, marking a full percentage point increase over two years, highlighting Walmart's ability to enhance profitability alongside revenue growth [3] Stock Performance - Walmart's current stock price is $117.57, reflecting a slight increase of 0.13%, with a trading range between $116.61 and $117.63 [4] - Over the past year, Walmart's stock has reached a high of $121.62 and a low of $79.81, with a market capitalization of approximately $937.33 billion [4][5]
Cate & Chloe Highlights Valentine's Day Hoop Earrings Available at Walmart
Globenewswire· 2026-01-30 16:27
Phoenix, AZ, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Cate & Chloe announced a Valentine’s Day gifting spotlight featuring hoop earrings and select jewelry styles currently listed on Walmart.com, including the Cate & Chloe Lauren 18k white gold plated twisted hoop earrings with Swarovski® crystals. Cate & Chloe Lauren 18k White Gold Plated Twisted Hoop Earrings The Lauren hoop earrings are listed in multiple color options on Walmart.com at a current price of $18.99, shown alongside a “was” price of $130.00 on the ...
Walmart's Choice for New CEO Signals Intent to Expand Digital Footprint
PYMNTS.com· 2026-01-30 15:45
Core Insights - Walmart has appointed John Furner as the new CEO, indicating a strategic focus on expanding its digital presence [1][2] - Furner, who has a strong background in technology and eCommerce, will replace Doug McMillon, who is retiring [2][5] - Walmart's shares have increased by 20% year over year, and the company is nearing a market valuation of $1 trillion [3] Leadership Changes - Furner will take over as CEO on February 1, with David Guggina succeeding him as CEO of Walmart US, marking a shift towards eCommerce leadership [2][4] - Guggina's experience in eCommerce and supply chain operations is expected to support Walmart's goal of becoming America's preferred shopping destination [5] - Dan Bartlett highlighted Furner's curiosity and forward-thinking approach, which encourages teams to look beyond daily operations [5][6] Market Context - The appointment comes at a time when the retail sector is facing significant disruption due to advancements in AI technology [3] - Furner's challenge will be to sustain Walmart's growth trajectory amidst these changes in the retail landscape [3]
Walmart's $611 Billion Annual Revenue: Breaking Down $1.7 Billion Per Day
247Wallst· 2026-01-30 12:53
Walmart (NYSE:WMT) generated $681 billion in revenue during fiscal 2025, translating to $1.87 billion per day. But here's the metric that matters more than that staggering topline number: Walmart's operating margin. The Verdict Why It Matters Revenue scale is impressive. Operating margin reveals whether that scale translates to actual profitability. Discount retail operates on razor-thin margins—Target Corporation (NYSE:TGT) runs at 4.6% operating margin, Costco Wholesale (NASDAQ:COST) at 3.7%. Walmart's 4. ...
频繁推出山姆同款,沃尔玛调整自有品牌沃集鲜有何目的? | 声动早咖啡
声动活泼· 2026-01-30 09:04
#Foo By 新品牌? 品质不如大牌吧? 下 原本 同 理到大的提 目家品牌 超多9.99元的品质好物 好品质吃一口就知道 沃尔玛就是好逛 图 g 9 84 12 >> Walmart 44 《 《 》 《 《 》 《 》》》 《 《 》 《 》》 每月上新超100款, 熟悉的货架每次都有新惊喜 PAGE N ST BE THE 彩 24.99 预计阅读时长 8 mins 从几十款到近千款:「沃集鲜」狂飙,沃尔玛超 市的绝地反击 欢迎来到今天的咖啡豆回复时间。我们的听众「番茄超人蕊」提到,Ta 最近在沃尔玛购物时发现不少「山姆 同款」产品,比如瑞士卷、黑松露饼干等,而且这些产品都来自沃尔玛的自有品牌沃集鲜。其实最近这段时间 不仅有「番茄超人蕊」,我们也看到了听友「小申同学」和「兆青」都给我们投稿提出了和沃集鲜相关的问 题,除了对这个自有品牌的发展好奇之外,大家也会想知道既然都是同属于一家企业,为什么旗下的不同自有 品牌商品会越来越相似,难道不会左右互搏吗? 那我们就先来回答听友的第一问题, 沃集鲜到底是一个怎样的品牌? 根据公开资料,沃集鲜是沃尔玛中国在 2019 年推出的自有品牌。在沃尔玛的品牌架构中,沃 ...
沃尔玛社区店有望落地苏州
Su Zhou Ri Bao· 2026-01-30 02:28
范波表示,当前,苏州正以提振消费为重点全方位扩大内需,坚持"文旅带动、场景推动、活动拉动、产业联动",扎实推进 零售业创新提升试点,组织 开展系列文旅促消费活动,积极打造消费新业态新模式新场景,持续扩大优质商品和服务供给,更好满足群众高品质生活需求。沃尔玛是全球领先的连锁 零售商,高度契合苏州消费市场发展趋势。希望沃尔玛继续投资苏州,推动社区店等项目落地,为苏州市民提供更舒适便捷的消费体验;加大对苏州产品 采购力度,把更多"苏州名品"推向全球市场。苏州将积极打造一流营商环境,做好全方位服务保障,与沃尔玛携手书写互利共赢、合作发展新篇章。 1月28日,市委书记范波会见了沃尔玛中国总裁及首席执行官朱晓静一行。 朱晓静对苏州给予沃尔玛的支持帮助表示感谢。她说,苏州产业基础雄厚、市场空间广阔、消费需求旺盛、营商环境一流,是沃尔玛深耕布局的重点城 市。沃尔玛始终看好苏州未来发展,将持续扩大在苏州投资布局,导入更多新项目、新业态、新模式,并推动更多苏州名优产品走向世界,更好服务苏州 高质量发展。 ...
加州最低工资上调致沃尔玛关闭250家门店,中下层消费者面临物价上涨
Xin Lang Cai Jing· 2026-01-29 22:23
加州最低工资上调致沃尔玛关闭250家门店,中下层消费者面临物价上涨 加州最低工资上调致沃尔玛 关闭250家门店,中下层消费者面临物价上涨 特别声明:以上文章内容仅代表作者本人观点,不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 民左黨正以極快的速度毀掉加州,全美最大的私人企業僱主沃爾瑪在加州準備關閉250家門店。去年四 月份開始,加州強制性要求大型零售商和雜貨店將最低工資每小時升至22美元。對此,零售商們表示利 潤微薄卻要支付如此高的人工成本,已經讓他們失去了競爭力,令他們苦不堪言。更嚴重的問題是沃爾 瑪是平價雜貨店,中下階層消費者幾乎每個星期都光顧。在沃爾瑪關閉250家門店後,當地的雜貨店數 量劇減,那麼選擇就少得可憐,價格肯定會更高。最終,窮苦百姓爲此不得不付出高昂的費用來購買必 需品。民左黨治理下的藍州因為稅收過高逼企業搬遷到其他州,造成當地民眾失業,遲早會民不聊生。 加州在牛腎帶領之下更是典範。現在牛腎野心勃勃地要代表民左黨參加2028年總統大選,這是要把美國 變成大號加州嗎?! ...
Amazon, Walmart Fight War on 2 Fronts: Grocery and Healthcare
PYMNTS.com· 2026-01-29 19:20
The contrast shows two scale strategies: Amazon optimizes for efficiency and invisibility while Walmart bets on visibility and service layering.Walmart is expanding what stores do, using its footprint to add healthcare and other high-engagement services.Amazon is retreating from experimental stores but not the grocery category, shutting Amazon Go and Fresh to focus on logistics, delivery speed and capital efficiency, while planning 100 new Whole Foods locations.Amazon and Walmart are battling on two of the ...