Walmart logo over grocery aisle with rising arrow, highlighting WMT stock and retail sales growth. Key Points Walmart is rapidly evolving into a high-margin technology company by automating its supply chain and expanding its lucrative digital advertising business. The recent wave of executive stock sales is a standard practice tied to a leadership transition, rather than a signal of weak corporate fundamentals. Institutional investors continue to buy the stock because the company dominates the retail s ...

Here's how Amazon is looking to take on Walmart at its own game - MarketWatch# Here's how Amazon is looking to take on Walmart at its own game## Amazon is closing its Amazon Go and Amazon Fresh stores, and is looking into opening a new supercenter retail storePublished: Jan. 27, 2026 at 1:07 p.m. ETShareResize---Listen(3 min)Amazon is looking into opening a supercenter retail location, while closing its Amazon Go and Amazon Fresh physical stores. Photo: Agence France-Presse/Getty ImagesAmazon.com on Tuesday ...

NEW YORK--(BUSINESS WIRE)--Major League Soccer today announced the launch of Walmart Saturday Showdown, spotlighting a marquee MLS matchup each Saturday throughout the regular season and establishing a consistent appointment-viewing experience for fans. Walmart Saturday Showdown will debut during the league's Opening Weekend with one of the season's most anticipated matchups, as defending MLS Cup champion Inter Miami CF takes on Los Angeles Football Club at the historic Los Angeles Memorial Coliseum on Satu ...

Walmart Inc. (NYSE: WMT) may be the largest company in America, based on the Fortune 500. ...

Core Insights - Walmart Inc. is increasingly utilizing artificial intelligence (AI) as a productivity tool, demonstrating its effectiveness in enhancing efficiency across various operations [1][7] - The company reported that over 40% of new code in the third quarter of fiscal 2026 was generated or supported by AI, indicating improved productivity in software development [2][7] - AI is also enhancing the online shopping experience by personalizing interactions and improving advertising relevance [3][7] Technology and Operations - AI and automation are driving efficiency gains in Walmart's supply chain and fulfillment processes, contributing to lower operational costs and better margin control [4][7] - The company has implemented ChatGPT enterprise licenses and AI training programs to ensure employees can effectively utilize these tools [2] Market Performance - Walmart's shares have increased by 20.7% over the past six months, outperforming the industry growth of 19%, while competitors Costco and Target have seen lower share price changes [5] - The forward 12-month price-to-earnings (P/E) ratio for Walmart is 39.85, which is higher than the industry average of 36.2, indicating a premium valuation compared to Target but a discount compared to Costco [8] Financial Metrics - The Zacks Consensus Estimate projects Walmart's fiscal-year sales and earnings per share to grow by 4.5% and 4.8% year-over-year, respectively [10]

on 26-Jan-2026 Zhihan Ma, CFA +1 917 344 8303 zhihan.ma@bernsteinsg.com 26 January 2026 US Retail & Internet The Age of Agents: Agentic shopping and the future of retail media Richard J. Clarke, FCA +44 20 7676 6850 richard.clarke@bernsteinsg.com Jeremy Miles, CFA +1 917 344 8370 jeremy.miles@bernsteinsg.com Mark Shmulik +1 917 344 8508 mark.shmulik@bernsteinsg.com Wenhuan Chang +1 917 344 8546 wenhuan.chang@bernsteinsg.com Major retailers have recently entered into partnerships with OpenAI and/or Google. T ...

Market Overview - Stocks are showing gains after two weeks of decline, with the Dow up about 320 points or 0.67% [1] - The NASDAQ Composite is up over 0.5%, while the S&P 500 is performing similarly [2] - The Russell 2000, which had a record 14-day outperformance, is down approximately 0.3% [3] Bond Market and Currency - Yields in the bond market are down, with the 10-year Treasury yield at 4.21%, down three basis points [3] - The US dollar index has decreased by 0.5% amid potential currency intervention by the Bank of Japan [4] Sector Performance - Technology is leading the large-cap sectors, with notable performances from companies like Apple and Broadcom [4][5] - Consumer stocks are facing challenges, particularly in large-cap, with Nvidia down 0.7% and AMD down 3% [6] - Utilities and communication services are outperforming the S&P 500, while consumer discretionary and energy sectors are slightly in the red [5][6] Commodities - Natural gas prices have surged by 25% today, rising from $3 to $6.50 per unit due to increased heating demand [7][8] - Gold futures are above $5,000 an ounce, with Goldman Sachs raising their price target for gold [9] Corporate Developments - Microsoft has announced its new AI chip, the Maya 200, aimed at competing with Google and Amazon's chips, and reducing reliance on Nvidia [29][30] - GameStop's stock is seeing a boost after investor Michael Burry disclosed his bullish stance on the company [58][60] - CoreWeave has received a $2 billion investment from Nvidia to expand its AI cloud capabilities [63] Economic Outlook - Analysts expect a potential hit to US GDP in Q1, estimating a decrease of 0.5% to 1.5% [13] - The Fed is anticipated to maintain interest rates steady, with no cuts expected until at least June [92][94] CEO Responses to Social Issues - CEOs from major companies are publicly calling for de-escalation in response to unrest in Minneapolis, marking a rare moment of corporate intervention [39][40]

Walmart (WMT) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a chan ...

Walmart’s CEO Doug McMillon is set to retire at the end of this month, and he has spent his entire four-decade career climbing the ranks from the warehouse to the C-suite. Reflecting back on his whirlwind of a run at the $938 billion retail giant, McMillon had three lessons for Gen Zers stepping into the workforce—and the first doesn’t require a fancy degree, only determination. “Career-wise, the first thing I tell anyone who asks for guidance is to do today’s job well, be present, drive change, deliver ...

In terms of financials, Costco's record has been nothing remarkable, but it has been steady. Over the past 10 years, Costco's revenue and earnings have grown at CAGRs of 9.18% and 13.26%, respectively. Notably, the most recent quarter saw the company reporting a beat on both revenue and earnings.Valued at a market cap of $436.4 billion, the COST stock is up 5% over the past year. Meanwhile, the stock's current dividend yield is at 0.53%, and the company has been raising dividends consecutively over the past ...