Quick Read Consumer Staples ETF (XLP) returned 15.2% year-to-date. XLP’s top three holdings Walmart, Costco and P&G represent 28.73% of assets. Walmart posted 20.2% year-to-date returns. Costco gained 18.3% and PepsiCo added 15.6% while P&G lagged. Retail sales grew 3.3% to $735B in December despite consumer sentiment at a pessimistic 52.9. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. The consum ...

Quick Read Wall Street started the holiday-shortened trading week with the major indices trading modestly higher. With fourth-quarter earnings wrapping up with Walmart’s report on Thursday, the focus will turn towards economic data. Although earnings for the quarter were solid, the same issues continue to hound the markets, and many feel that a 10%-15% correction would be helpful. Read: If you follow markets closely, Kalshi lets you profit directly from being right about what comes next. Pre-Mark ...

格隆汇2月18日｜阿格斯研究公司将沃尔玛目标价从117美元上调至145美元；将应用材料目标价从260美 元上调至420美元。 ...

来源：滚动播报 阿格斯研究公司将沃尔玛目标价从117美元上调至145美元。 ...

Walmart CEO John Furner, left, and Target CEO Michael Fiddelke.Walmart (L) | Getty Images (R)When Walmart and Target report holiday earnings this quarter, investors may quickly brush off those results. Instead, they will likely focus more on the two big-box retailers' futures under new CEOs and the outlook for U.S. consumers in 2026. Both companies had leadership changes this month: Walmart CEO John Furner and Target CEO Michael Fiddelke, both longtime company insiders, took on their roles on Feb. 1.The riv ...

Core Insights - The rise of Agentic Commerce signifies a transformative shift in retail, where AI chatbots will become central to product selection and purchasing, fundamentally altering the power dynamics and profit distribution in the industry [1][2] - Retailers must adapt quickly to this change or risk obsolescence, as the era of AI-driven shopping is already underway [1] Group 1: Industry Trends - Major retailers like Walmart, Etsy, and Shopify are already integrating AI tools for direct ordering, indicating a swift industry-wide adoption of this new commercial wave [2] - Companies like Wayfair and JD Sports are collaborating with tech giants like Google and Microsoft to enable direct purchases through AI platforms, showcasing the competitive landscape [2] Group 2: Business Model Adjustments - Retailers need to ensure their products are easily identifiable and retrievable by AI systems, necessitating a shift in business models to survive in an AI-driven marketplace [4][5] - Understanding the information retrieval mechanisms of large language models is crucial for retailers to align their product descriptions with consumer intent, requiring an upgraded SEO strategy [5][6] Group 3: Challenges and Risks - AI platforms may begin charging commissions on transactions, which could erode profit margins for retailers already struggling with lower digital channel profitability compared to physical stores [7] - The potential for AI platforms to require payment for visibility in search results could further compress profit margins and limit retailers' operational space [7][10] Group 4: Data Ownership and Control - The issue of data ownership arises, as AI platforms may possess a more comprehensive understanding of consumer behavior, creating new barriers to entry for retailers [10] - Major players like Walmart and Amazon are in a position to develop their own AI tools, which could shift the competitive landscape and control over consumer interactions [10]

Walmart to tread with caution into 2026 as Furner-era begins | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Customers leave a Walmart Supercenter retail store in North Bergen, New Jersey, U.S., November 21, 2025. REUTERS/Mike Segar/File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- AI investments enhance Walmart's digital transformation- Furner names Amazon alumnus Guggina as head of Walmart U.S.- Annual fo ...

CINCINNATI--(BUSINESS WIRE)--U.S. consumers have driven Walmart's grocery penetration to a record 72% as financial insecurity among Americans ages 18–54 climbs to 70%, according to Wave 12 of the dunnhumby Consumer Trends Tracker (CTT) released today. Walmart serves over 190 million Americans monthly—2.5 times the reach of second-place Dollar General at 28.6%. Walmart's penetration rose 6 percentage points (pp) year over year, marking the largest growth in penetration among all retailers. The q. ...

Market Analysis by covering: Nasdaq 100, S&P 500, Walmart Inc, State Street® SPDR® S&P® Retail ETF. Read 's Market Analysis on Investing.com ...

报告举例称，梅赛德斯-奔驰集团正利用英伟达(NVDA.US)的Omniverse平台，对工厂进行"虚拟化改 造"，以尽量减少生产中断；而特斯拉(TSLA.US)在最新财报电话会上，也将机器人业务作为核心关注 点之一。 在产业链上游，分析师重点提及为机器人和物理AI提供底层支撑的软件与硬件厂商，包括台积电 (TSM.US)、三星电子以及英伟达等半导体与基础设施供应商。同时，执行具体物理动作的机器人硬件 与运动控制系统，以及为其提供能源基础的电池环节，也被视为关键组成部分，其中包括亿纬锂能 (300014)和宁德时代(03750)等厂商。 巴克莱还将部分企业归类为"赋能者"，即要么直接制造完整机器人系统，如特斯拉；要么通过技术与平 台塑造更广泛生态体系，如亚马逊(AMZN.US)。 物理AI的应用趋势已在大型物流和零售体系中显现。分析师指出，亚马逊目前在其履约网络中已部署 超过100万台机器人，但这一规模"很可能仍只是长期潜力的一小部分"。类似趋势也正在沃尔玛 (WMT.US)等大型零售商的运营体系中逐步展开，进一步印证机器人与自主机器市场的广阔前景。 巴克莱主题固定收益研究主管Zornitsa Todorova ...