Company Overview - Walmart Inc. has transformed from a traditional brick-and-mortar retailer to an omnichannel player, adapting to the evolving retail landscape through acquisitions, partnerships, and delivery programs like Walmart+ and Express Delivery [11] - The company has invested in its online e-commerce platform, Flipkart, to compete with rivals such as Amazon and Target [11] - Walmart's extensive product offerings range from groceries to electronics, home furnishings, health and wellness products, and apparel [11] Investment Ratings - Walmart is currently rated as 3 (Hold) on the Zacks Rank, with a VGM Score of B, indicating a solid position but not a strong buy [12] - The company has a Growth Style Score of B, forecasting a year-over-year earnings growth of 3.6% for the current fiscal year [12] - Four analysts have revised their earnings estimates upwards in the last 60 days for fiscal 2026, with the Zacks Consensus Estimate increasing to $2.60 per share [12] Performance Metrics - Walmart boasts an average earnings surprise of 5.3%, indicating a history of exceeding earnings expectations [12] - With a solid Zacks Rank and strong Growth and VGM Style Scores, Walmart is positioned as a potential top pick for growth investors [13]

尽管沃尔玛的物流服务一直被视为其"第二损益表"的关键支柱，但瑞银认为其价值远不止于此。该公司 所打造的基础设施和服务体系是其商业模式转型的关键且多面的推动力。它们既能推动营收增长，又能 助力诸如第三方市场平台费用等商业模式的其他要素。因此，了解这一系统如何运作以及其贡献机制如 何，对于评估公司的整体投资价值至关重要。要点在于，该公司的系统本身就具有价值。此外，它还为 这家零售商继续扩大营收和利润提供了充足的空间。 智通财经APP获悉，瑞银发布研报，重申沃尔玛(WMT.US)"买入"评级与目标价110美元;该行指出，沃 尔玛的物流服务应当成为其"第二损益表"的支柱。 数十年来，沃尔玛长期的市场领导地位得益于其低廉的价格和卓越的价值主张。如今，这家零售商正在 围绕便利性打造新的护城河，而这得益于其在物流方面的改进。该零售商庞大的门店基础、其配送设施 中的自动化推广以及与当日达和加急配送相关的举措，为未来的发展奠定了基础。这将推动沃尔玛与其 替代业务之间的良性循环。 具体而言，这些新能力应能让该零售商在其市场中增加更多卖家。因此，这应能提升其市场和电子商务 收入。更多的卖家也应转化为更多的高利润广告收入。同时，提供 ...

Core Insights - Walmart has opened its first owned and operated case-ready beef facility in Kansas to eliminate middlemen and control costs amid rising beef prices [1][2] - The facility, spanning 300,000 square feet, will package and distribute Angus cuts sourced from Sustainable Beef LLC to 600 stores in the Midwest, enhancing transparency and capacity in the beef supply chain [2][6] - This strategic move is expected to lower costs, allowing Walmart to offer competitive pricing as beef prices continue to rise [7][9] Company Strategy - Walmart's investment in Sustainable Beef LLC in 2022 is part of its initiative to create an end-to-end supply chain for Angus beef, sourcing cattle from a 250-mile radius [5] - The establishment of the case-ready facility is aimed at improving quality, traceability, and supply chain strength in the concentrated U.S. beef industry [6][12] - The company is also focusing on enhancing its fresh food perception, particularly in produce and protein categories, to attract higher-income households [12][14] Market Context - As of May, beef and veal prices increased by 8.6% year-over-year, with projections indicating a further rise of 6.8% due to tight supplies and strong consumer demand [9][10] - Current cattle supplies are at a 74-year low, contributing to the increase in wholesale prices and ultimately affecting consumer prices [10]

齐鲁晚报·齐鲁壹点 管悦 6月30日，记者在济南高新区的济南山姆会员商店项目施工现场看到，项目建设如火如荼，主体结构已 全面封顶，这也标志着济南东部商业升级进入实质性加速阶段。 同时，济南山姆会员商店项目位于济南高新区核心地带，东侧规划新建一条市政道路，多条主干道和次 干道相互交织，临近工业北路高架路及郭店收费站、济南东收费站等多个高速公路出入口，形成了便捷 的交通网。 未来，随着济南山姆会员商店项目周边路网的"升级提速"，城市基础设施的不断完善，交通网络日益发 达，便捷的出行及畅通的交通将极大提升市民的购物体验。 按照计划节点，济南山姆会员商店将于2026年开业。随着主体结构全面封顶，项目将进入二次结构砌 筑、机电安装等阶段。 济南山姆会员商店位于工业南路以北、凤凰路以东、花园东路以南，紧邻地铁6号线徐家庄站。项目建 设用地面积3万平方米，总建筑面积 8.1万平方米，建筑设计为地上二层和地下三层，包括卖场及附属用 房，地下建筑面积5.6万平方米。 该项目选址紧邻规划中的凤凰路高架（济南凤凰黄河大桥南延工程）及已开工的轨交6号线，未来将形 成"地铁+高架+主干道"的立体交通网络。轨交6号线作为贯穿济南东西的骨 ...

The Zacks Retail – Supermarkets industry is facing multiple headwinds, including persistent inflation and shifting consumer spending patterns, which are affecting revenue growth. As price-sensitive shoppers increasingly favor budget-friendly products, top-line expansion is under pressure. At the same time, rising operational costs, driven by store renovations, wage increases and investments in digital infrastructure, are tightening profit margins.In response, leading supermarket retailers are doubling down ...

以下文章来源于Vista看天下 ，作者朱壹 Vista看天下 . 一个永远理解你的朋友 来源丨 Vista看天下（ID：vistaweek） 作者丨朱壹 图源丨Midjourney 最能理解灰姑娘的人，一定不是童话里的王子，而是当代打工人。 灰姑娘要赶在凌晨12点之前离开舞会，从华丽女郎变回灰扑扑的样子； 而为了生活精打细算的打工人们，则需要卡在晚上八点之后走进生鲜超市，从看啥都嫌贵的抠搜人， 华丽变身"从这儿到这儿全部拿下"的痛快扫货侠。 最近"20点后的穷鬼超市"上了微博热搜，大家一边抢购一边拿手机记录，拍下自己满购物筐的"战利 品"； 在社交媒体上心满意足地感叹"晚上的盒马/永辉/沃尔玛简直就是穷鬼天堂！" 因为超市的熟食、凉菜、果蔬、面包等短保食品，一般都会在打烊前打折甩卖，而其中又以盒马、永 辉、沃尔玛等大型连锁商超的折扣最为诱人。 根本无法学习老一辈六点早早起床，赶在上班前去超市买个新鲜水灵的打工人们，找到了更经济实惠 且无痛的过日子教程—— 下班以后赶晚集、捡便宜。 网红生鲜白天高贵冷艳 晚上买一送三 最近，社交媒体上开始流行的挑战活动是"100块能在九点后的超市买到什么好东西"、"100块在晚 ...

金十图示：2025年06月30日（周一）全球富豪榜 | 排名 | 名字 | 身价(美元) | 身价变化 | 公司 | | --- | --- | --- | --- | --- | | | 埃隆·马斯克 | 4098亿 | 0 0% | 特斯拉、Spac | | 2 | 拉里·埃里森 | 2534亿 | 0 0% | 甲骨文 | | 3 | 马克·扎克伯格 | 2531亿 | 0 0% | Meta | | 4 | 杰夫·贝佐斯 | 2370亿 | 0 0% | 亚马逊 | | 5 | 沃伦·巴菲特 | -0 1520亿 | 0 0% | 伯克希尔哈撒韦 | | 6 | 拉里·佩奇 | 1471亿 | 0 0% | 谷歌 | | 7 | 史蒂夫·鲍尔默 | 1409亿 | 0 0% | 微软 | | 8 | 谢尔盖·布林 | 1406亿 | 0 0% | 谷歌 | | 9 27 | 贝尔纳·阿尔诺家族 | 1397亿 | 0 0% | LVMH | | 10 | 黄仁勋 | 1374亿 | 0 0% | 英伟达 | | 11 | 迈克尔·戴尔 | 1232亿 | 0 0% | 戴尔 | | 12 | | 阿曼 ...

《大钱：如何选择成长股》 （美）弗雷德里克·R.科布里克 著 卢 斌 张小敏 译 中国人民大学出版社 2025年4月出版 ◎潘楷昕 2015年深秋，明尼苏达州明尼阿波利斯，52岁的普通家庭主妇安妮·约翰逊正在整理父亲去世后留下的 遗物。书房的角落里，她在一个尘封的老式保险箱底部，发现了三张泛黄的股票证明书。当她拿起手机 查询这些股票现值时，眼前的数字让她惊讶得差点滑落手机。原来，父亲早在1970年、1981年和1986年 分别购入沃尔玛、家得宝和微软的股票，每只股票仅投资1000美元。如今，这些股票的总市值已超过 280万美元，增长近940倍。更让她惊奇的是，她的父亲罗伯特并不是华尔街精英，只是一位普通高中数 学教师。翻阅父亲留下的投资日记，安妮发现他的"致富秘诀"出奇简单：找到几家卓越公司，买入股 票，然后在接下来30多年里对市场的惊涛骇浪充耳不闻，只是静静持有。 这个令人惊叹的真实故事，充分诠释了弗雷德里克·R.科布里克的核心投资理念：长期持有卓越企业。 在长达34年的基金经理生涯中，科布里克管理的资产年均回报率达18.8%，几乎是同期标普500指数的 两倍。他执掌的"道富研究资本基金"被《今日美国》评为 ...

Group 1: Market Dynamics - Nearly 25% of U.S. shoppers now subscribe to both Amazon Prime and Walmart+, indicating a growing consumer fluidity and a shared customer base, though each company has differing strengths in retail verticals [1][16] - Amazon and Walmart are competing to deliver seamless customer experiences, but their strategies are diverging despite a shared goal of frictionless commerce [2][7] Group 2: Company Strategies - Amazon's strategy is rooted in platform thinking, focusing on centralized, high-tech optimization, and leveraging its tech stack, cloud infrastructure, and AI to drive its retail business [5][8] - Walmart is modernizing aggressively while playing to its traditional strengths, focusing on integrating in-store and digital experiences rather than a complete transformation [6][10] Group 3: AI Investments - Both companies are investing heavily in AI, but Amazon's approach is to build and control its AI stack, while Walmart is embedding AI into the daily workflows of its associates to enhance productivity [8][10] - Amazon's AI initiatives include in-house models and partnerships, while Walmart's strategy aims to democratize AI across its workforce [8][10] Group 4: Logistics and Delivery - Amazon is expanding its delivery capabilities in rural America with a $500 million investment in a new mega-warehouse, aiming for a decentralized delivery model [13] - Walmart is piloting "dark stores" to enhance online order fulfillment, targeting delivery within three hours to nearly 95% of the U.S. population [14] Group 5: Consumer Behavior - The behavior of consumers is shifting, with nearly one in four U.S. shoppers holding memberships in both Amazon Prime and Walmart+, nearly double the number from 2021 [16] - Amazon continues to dominate discretionary spending, particularly in electronics and household goods, while Walmart+ is preferred for groceries and essential items [17]

备受关注的厚街山姆会员商店传来新进展！6月26日，东莞市公共资源交易中心挂出2025WG008号地 块，位置在厚街镇河田社区。地块占地43446.92平方米，容积率1.1，用途为零售商业用地。据挂地文 件，地块将投资不少于5.1亿元，建设国际仓储式会员制超市。 作为沃尔玛集团旗下高端会员制商店，山姆凭借精选全球高性价比商品销售、完善的会员服务及售后服 务，为全球会员带来了卓越的购物体验。截至2025年4月，山姆已在中国内地成功开设了55家会员商 店，覆盖国内近30个城市。其门店均选址国内重要商贸城市的核心商区，成为区域内的超级商业地标， 吸引着庞大的中高端消费群体。 2025年是厚街"产业提质升级年"。全镇通过创新机制、多维发力推动产业能级跃升，为培育新质生产力 注入强劲动能。今年1-5月，已完成内资协议投资24.5亿元，瞄准长三角、深圳等经济活跃地区，实 施"主动出击+靶向招商"策略，截至6月初，促成多个项目签订投资意向（协议），涉及总投资额超30亿 元，涵盖新能源电池材料、储能电站、大型商超等领域。山姆落地后，将为厚街镇商贸服务业升级注入 强劲动能，持续擦亮"投资厚街"金字招牌。 采写：南都记者莫晓东 通 ...