炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 凭借刘鹏的国际化视野、对全球供应链的深度整合能力，他将带领山姆中国团队实现战略升级，进一步 夯实以会员为中心的核心组织能力，同时推动数字化转型和科技创新，为会员带来更好的商品和体验。 10月27日，全球零售巨头沃尔玛中国正式宣布重大人事任命：刘鹏将出任山姆会员店业态总裁，全面负 责山姆在中国市场的业务，他将直接向沃尔玛中国总裁及首席执行官朱晓静汇报，即日起生效。山姆会 员店代理业态总裁Jane Ewing将于今年年底如期结束外派任期和代理职责后，返回沃尔玛国际部。 这位拥有近二十年零售行业深耕经验高管的加入，有望为山姆应对市场竞争、进一步提升用户价值注入 新的增长活力，同时推动山姆打造以会员为中心的战略与组织能力升级。 如果说，山姆在中国发展的过去三十年聚焦于培育用户、商品研发和门店扩张，那么刘鹏加入后，山姆 将会迎来全球视野下的战略升级新阶段。 他还对于中国消费者需求有着深刻洞察，由于此前长期聚焦中国零售市场的从业经历，让他对不同消费 群体的需求差异有着精准把握，这将有助于山姆进一步深度挖掘会员需求，并将需求拆解为更精准的商 品策略、 ...

Core Insights - Walmart China announced the appointment of Liu Peng as the President of Sam's Club, effective immediately, reporting directly to Walmart China's President and CEO, Zhu Xiaojing [1] - Jane Ewing, the acting President of Sam's Club, will conclude her expatriate assignment and responsibilities by the end of this year, returning to Walmart's international division [1] Summary by Categories Leadership Changes - Liu Peng has joined Walmart China as the President of Sam's Club, effective immediately [1] - Jane Ewing will end her acting role and return to Walmart International by the end of this year [1] Background of New Appointment - Liu Peng previously held several key positions at Alibaba Group, including General Manager of Tmall International and President of Tmall Import and Export Business [1] - His experience includes roles as Vice President of Alibaba Group and President of B2C Retail Business Group, as well as President of Taotian Group's Brand Business Development Center [1]

【环球网科技报道 记者 李文瑶】10月27日，沃尔玛中国宣布，刘鹏已加入沃尔玛中国并担任山姆会员店 业态总裁，直接向沃尔玛中国总裁及首席执行官朱晓静汇报，即日起生效。山姆会员店代理业态总裁 Jane Ewing将于今年年底如期结束外派任期和代理职责后，返回沃尔玛国际部。据悉，这是沃尔玛持续 加大对中国投资、实现业务战略升级的又一重要举措。 公开信息显示，刘鹏在中国零售、互联网行业拥有丰富的经验。他曾就职于阿里巴巴集团，先后担任天 猫国际总经理，天猫进出口业务总裁，阿里巴巴集团副总裁兼 B2C 零售事业群总裁，淘天集团品牌业务 发展中心总裁等职务。 朱晓静表示，"我们相信，凭借其国际化的视野、对全球供应链的深度整合能力和丰富的中国零售及全渠 道经验，刘鹏能够带领山姆中国团队实现战略升级，进一步夯实以会员为中心的核心组织能力，同时推 动数字化转型和科技创新，帮助业务行稳致远，为会员带来更好的商品和体验。" Jane Ewing将于今年年底如期结束外派任期和代理职责，返回沃尔玛国际部。在此期间，刘鹏将与其完 成相关交接工作。朱晓静表示："我们衷心感谢Jane在过去一年对中国业务的巨大贡献与付出，作为沃尔 玛公仆领导 ...

新浪科技讯 10月27日上午消息，沃尔玛中国今天宣布，刘鹏已加入沃尔玛中国并担任山姆会员店业态总裁，直接向沃尔玛中国总裁及首席执行官朱晓静汇 报，即日起生效。山姆会员店代理业态总裁Jane Ewing将于今年年底如期结束外派任期和代理职责后，返回沃尔玛国际部。官方表示，这是沃尔玛持续加大 对中国投资、实现业务战略升级的又一重要举措。（罗宁） 责任编辑：宋雅芳 ...

Core Insights - Walmart is partnering with OpenAI to enable shopping through ChatGPT, allowing users to purchase a wide range of products directly within the chat interface, excluding fresh food [3][4][11] - This integration is seen as a strategic move to challenge Amazon's dominance in e-commerce by leveraging Walmart's extensive physical store network [4][10][19] E-commerce Landscape - Prior to AI integration, 50% to 60% of consumers began product searches on Amazon or Google, with Walmart and other platforms competing for the remaining share [6] - Walmart's collaboration with ChatGPT positions it to capture a significant portion of e-commerce traffic that it previously could not access [7] Competitive Advantage - Walmart's physical store presence (over 4,600 locations within 10 miles of 90% of the U.S. population) provides a logistical advantage that Amazon lacks [10][19] - By excluding fresh food from the initial ChatGPT offering, Walmart protects its key competitive advantage in grocery sales, which accounts for nearly one-third of all grocery trips in the U.S. [12][11] Retail Media Strategy - The integration with ChatGPT is not just about product sales; it also aims to enhance Walmart's marketplace and increase revenue from retail media, which has become a significant part of its operating income [14][15] - Walmart Connect, the advertising arm, has already contributed to a third of Walmart's overall operating income within three years of its launch [15] Future Implications - The partnership signifies the emergence of a new commerce paradigm where AI interfaces could redefine product discovery and purchasing [16][18] - Companies that adapt early and strategically, like Walmart, are likely to thrive in this evolving landscape, contrasting with those that failed to innovate during the early e-commerce era [17][20]

Core Insights - Walmart, the world's largest retailer, has a market cap of approximately $850 billion, needing an 18% growth to reach the $1 trillion mark [2][3] - The company is recognized as a Dividend King, having consistently increased its dividend since its introduction in March 1974 [3][4] - Walmart's recent initiatives include a partnership with OpenAI to enhance its sales process through artificial intelligence [4][5] Company Performance - In the first half of fiscal 2026, Walmart generated over $343 billion in revenue, reflecting a 4% increase year-over-year [7] - Despite a 20% increase in net income to $11.5 billion, operating income decreased by 2%, indicating rising operating expenses outpacing revenue growth [8] - Walmart's stock has risen over 30% in the past year, despite mixed financial results [8] Financial Metrics - Walmart's current market cap stands at $846 billion, with a current stock price of $106.17 [9] - The company has a gross margin of 24.39% and a dividend yield of less than 0.9%, which is below the S&P 500 average of 1.2% [9][12] - The price-to-earnings (P/E) ratio has increased to 40, above its five-year average of 34, which may impact short-term stock performance [10][13] Investment Outlook - Current sentiment suggests that Walmart stock is likely a hold, with its Dividend King status potentially losing appeal due to a modest dividend yield [11][12] - Investments in technology and higher-margin businesses like advertising and subscriptions may support long-term growth [12] - While Walmart is expected to eventually reach a $1 trillion market cap, short- and medium-term challenges may hinder this achievement [13]

Joining me now is Bill Simon, former Walmart US president and CEO. Bill, it's great to have you here. Give me a little bit of your thesis on why you think the consumer is in control.>> Hey Courtney, good to see you again. Yeah, I mean, look, the consumer's, you know, pretty flush right now. Nominal wages are up 4%.The inflation report today was relatively tame. There's been a lot of, you know, dark news about tariff this and tariff that and, you know, it is a bit of a roller coaster. It's on, it's off, it's ...

Joining me now is Bill Simon, former Walmart US president and CEO. Bill, it's great to have you here. Give me a little bit of your thesis on why you think the consumer is in control.>> Hey Courtney, good to see you again. Yeah, I mean, look, the consumer's, you know, pretty flush right now. Nominal wages are up 4%.The inflation report today was relatively tame. There's been a lot of, you know, dark news about tariff this and tariff that and, you know, it is a bit of a roller coaster. It's on, it's off, it's ...

山姆会员商店青岛山姆新店全面招募，在这里，你将： 开拓全球视野，加速职业成长！解锁清晰晋升通道，每一步都值得期待！ 携手顶尖团队，打造突 破性服务体验！立即加入，与优秀者同行！ 山姆会员商店青岛店黄金席位 机会难得 广阔的职业发展路径 有竞争力的薪酬福利待遇 超越自我的成长平台 节日福利、员工关怀、奖励晋升机制 加入山姆，开启您的闪耀新程 咨询电话 山姆会员店简介 山姆会员商店是全球大型仓储式会员制商店。自1983年4月首家商店在美国俄克拉荷马州的米德韦斯特城开业起，山姆已有40余年的历史。 世界500强企业工作机会 中国第一家山姆会员商店于1996年8月12日落户深圳。目前，山姆已在30多个城市开设了50多家门店。 超大购物空间 寻宝式的购物体验 让每次逛山姆店像进入大型游乐场 门店还有免费试吃、免费试听力测试、免费磨咖啡豆等贴心服务。会员还可以在山姆厨房，与大厨探讨厨艺。 差异化的高品质商品，是会员热爱山姆的根本缘由。山姆精选4000+种质优商品，涵盖大多品类，包括生鲜、酒水等，让高品质的商品渗透进会员生活的 方方面面。 山姆的购物方式不止一种，除了去门店，会员还能在山姆APP，享受最快一小时"极速达"、 ...

山姆又被罚了。 10月17日，上海青浦区市场监督管理局，针对山姆（上海）超市有限责任公司销售不合格FILA牌滑板 车、兰精天丝儿童被三件套的行为作出了处罚动作。 这次处罚涉及的金额并不大，但结合此前的其他相关事件，可以说这次行政处罚属于"金额不大、但警 示性不小"—— 因为它，相当于给近几个月以来逐级酝酿发酵的、来自民众消费者对山姆质疑，来了一次"官方盖章"： 7月中，社媒上开始掀起对于山姆上架好丽友等偏大众品牌零食的负面舆情； 相隔没多久，又有网友指出山姆销售的有机大豆被悄悄降级； 进入10月后，又有网友宣称在山姆超市购买的核桃蛋糕中吃到牙齿，等等。 以上事件，在舆论场里激起不同程度的涟漪，山姆超市分别以下架调整、出面承认和快速应对等方式作 出了回应，但说到底，这些事件都只是消费者个别或群体所发出的投诉和批评之声。 但这一次，可能又不太一样了 一纸罚单，动摇核心用户群的信任感 作为山姆会员店的用户，二姐认为，这次官方处罚，有可能会从以下三个层面影响山姆超市用户群的信 任感，甚至更严重的，会动摇到支撑这家企业在华业务的用户心智。 首先是涉及处罚的商品的品类特殊性，直击了山姆会员主力人群的一个核心诉求。 这次被 ...