RT ConservativeCarolinaGirl (@RightGoDeacs)*Me just now on a Walmart errand for my mom*Me to Walmart employee: “Excuse me, do y’all have any more of the white fudge Oreos?Walmart employee: *just smiles*Me: *Repeats the same sentence*Walmart Employee: *Tries handing me her phone so I could type in what I was needing.*Me refusing to take her phone but noticed it was in all Spanish so began using what little Spanish I know: “No habla English?”Her: “No”Me: “Never mind then” and I walked off.Wasn’t trying to be ...

HEY. HEY. >> THIS IS THE moment Ohio police say a shoplifting incident devolved into an attempted murder.Use >> your hands. Now, >> in Canton, Ohio, police say 21-year-old Shane Newman and 23-year-old Katarina Jeffrey were suspected of shoplifting at this Walmart on Thursday when a police officer led them to the store's loss prevention office. The incident shown on police edited body camera footage.>> Come here, guys. Come on. cuz that's the way it is.>> Inside, the officer checks Newman for weapons. >> You ...

Core Insights - Thyme&Table™ has launched a new line of kitchen electronics designed exclusively for Walmart, featuring user-friendly designs and competitive pricing [1][4] - The new products include a variety of kitchen appliances with expanded color options, enhancing their aesthetic appeal while maintaining affordability [2][3] Product Offerings - The product lineup includes a Countertop Blender Duo priced at $86.97, a Single-Serve Blender at $65.97, and a Barista Grade Espresso Machine at $368, among others, with new color options like Cabernet Red, Dusty Moss, and Eucalyptus Green [3] - The 6QT Air Fryer is priced at $96.44 and features a unique CrispFlow™ basket for enhanced air circulation, while the 12-Cup Programmable Drip Coffee Maker is available for $84.97 [3] - The 2-Slice Toaster, priced at $47, incorporates ThymeToast technology for precise toasting control [4] Company Background - Thyme&Table™ is a brand under Core Home, a New York City-based manufacturer known for innovative and stylish home products [5] - The company focuses on creating functional and accessible solutions, collaborating with top brands to deliver exceptional collections [5]

Core Insights - The newly opened Sam's Club in Liwan, Guangzhou, has attracted significant consumer interest, with long queues forming before its official opening time, indicating strong demand in the area [2][3] - The store features a wide range of unique products, including exclusive items and popular brands, aligning with Sam's Club's strategy of offering differentiated merchandise [3][4] - The opening of the Liwan store is part of a broader expansion strategy, with 10 new stores planned in China for 2025, marking a record year for store openings since entering the Chinese market [4] Group 1: Store Opening and Location - The Sam's Club Liwan store is strategically located in the Guangzhou International Intelligent Technology Park, serving as a key hub connecting Guangzhou and Foshan, with a total area of approximately 100,000 square meters and a commercial area of 15,000 square meters [3][4] - The store is the third Sam's Club in Guangzhou and the first in Liwan, filling a gap in high-end warehouse-style retail in the western part of Guangzhou [4] Group 2: Product Offering and Promotions - The store offers around 4,000 types of products across various categories, including fresh food, baby products, daily necessities, home appliances, and clothing, adhering to global standards [3] - Special promotional items include a Philips electric toothbrush priced at 99.9 yuan, with limited purchase per member, and other attractive opening deals such as Olay products and TimberRidge chairs [3] Group 3: Business Performance and Future Plans - Walmart's financial report for Q3 of the 2026 fiscal year shows a net sales figure of 6.1 billion USD (approximately 43.4 billion RMB), with a year-on-year growth of 21.8%, and a strong 32% increase in e-commerce sales [4] - With the opening of the Liwan store, the total number of Sam's Club locations in China has reached 63, and new stores in Foshan, Wuxi, Qingdao, Jinan, and Shijiazhuang are in the recruitment phase, indicating imminent openings [4]

Core Insights - Walmart is transitioning from a focus on stability to a growth-oriented strategy, leveraging its extensive retail network and digital platforms to enhance its market position [1][2] Financial Performance - Walmart's market valuation is currently at $915 billion, approaching the $1 trillion mark, with expectations for significant growth by 2026 [2] - In Q3, consolidated revenue rose by over 6%, exceeding $10 billion, while adjusted operating income improved by 8%, indicating strong financial health [3] - The company has raised its full-year sales and operating income estimates, suggesting confidence in maintaining growth momentum into 2026 [3] E-commerce Growth - E-commerce is a critical growth driver for Walmart, with global sales increasing by 27%, marking the eighth consecutive quarter of growth above 20% [4] - U.S. e-commerce growth was significantly supported by pickup, delivery, and advertising, contributing to 28% of the overall e-commerce growth [4] - Comparable sales growth in Walmart U.S. was reported at 4.5%, driven by increased customer traffic both in-store and online [4] Membership and Advertising Revenue - Membership income surged by 17%, with Walmart+ in the U.S. showing double-digit growth, highlighting the importance of recurring revenue streams [5] - The company achieved record net member additions in the quarter, emphasizing the growing significance of higher-margin income sources [5] - Global advertising income increased by 53%, with Walmart Connect in the U.S. gaining 33%, indicating a diversification of revenue streams [5] Profitability - Higher-margin income streams are helping to alleviate pressure from merchandise mix, supporting Walmart's goal of growing earnings faster than sales [6] - Adjusted profits rose by 6.9% to $0.62 per share, reflecting improved profitability [6]

沃尔玛（WMT）周一尾盘下跌1.7%，此前有报道称该公司的创始家族沃尔顿家族减持1亿美元沃尔玛 股份。 责任编辑：张俊 SF065 沃尔玛（WMT）周一尾盘下跌1.7%，此前有报道称该公司的创始家族沃尔顿家族减持1亿美元沃尔玛 股份。 责任编辑：张俊 SF065 ...

Market Outlook - The current year is viewed as a "unicorn year" for investors, with consumers expected to regain control over spending due to upcoming tax cuts [2][3] - The S&P 500 target is set at 7,600, indicating an anticipated increase of 11% from current levels, driven by consumer spending [3][10] Consumer Confidence and Spending - Consumer confidence has been low but is expected to improve with the introduction of tax cuts, which will provide additional disposable income [5][9] - Sectors such as discretionary and staples have underperformed, but the anticipated tax cuts could revitalize these stocks [6] Economic Indicators - Home prices have increased by 50% since 2018, contributing to an affordability crisis, which remains a significant concern for consumers [7] - The impact of Federal Reserve interest rate cuts is beginning to be felt in the economy, potentially aiding in the stabilization of home prices [8] Inflation and Wage Growth - Inflation is expected to decrease as wage growth has started to decline, which could provide relief to consumers [9] - Mortgage rates remain uncertain, but there are positive signs for the economy that could support a bullish outlook [10] Market Dynamics - The current market rally has been driven by valuation expansion, but future growth is expected to rely more on earnings growth rather than further valuation increases [11][12] - The focus for 2026 will shift to earnings growth as the primary driver of market performance, with a slight contraction in valuations anticipated this year [12][13]

Core Insights - A nationwide robocall scam impersonating Walmart employees is pressuring consumers to share sensitive information, as reported by federal regulators and telecom security experts [1][2] Group 1: Scam Details - The robocalls claim that a Walmart account has been charged for an unauthorized purchase, urging victims to act quickly to "cancel" the order by pressing a number to speak with a representative [2] - The scam has already reached hundreds of thousands of Americans and could potentially target tens of millions more [2] Group 2: Effectiveness of the Scam - Scammers exploit the fear of unauthorized charges, making it easy for consumers to be tricked under pressure to act quickly [3] - An example script used by scammers includes a claim of a pre-authorized purchase of $919.45 for a PlayStation 5, creating a sense of urgency for the victim [4] Group 3: Targeting and Impact - Walmart is targeted due to its status as one of the most trusted retailers in the country, with millions of shoppers, making it a prime candidate for such scams [5]

Core Insights - The article emphasizes Walmart's advanced use of AI and machine learning to optimize inventory management and enhance customer shopping experiences during the holiday season [1][4][19]. Group 1: AI and Inventory Management - Walmart's AI/ML data improves inventory flow by identifying and correcting discrepancies in supply chain models, utilizing historical data and predictive analytics for strategic item placement [1][3]. - The integration of AI tools allows Walmart to make real-time buying decisions, enhancing its ability to manage inventory effectively [4][19]. - The company employs advanced AI models and ambient IoT sensors to predict future demand and improve inventory accuracy, ensuring efficient supply chain operations [19][22]. Group 2: Market Position and Competitive Advantage - Walmart's scale provides significant competitive advantages, with annual revenues exceeding $693 billion and a market capitalization over $810 billion, dwarfing competitors like Target [9]. - The company has built one of the largest omnichannel ecosystems, using its store network as fulfillment hubs, which enhances convenience and keeps last-mile costs competitive [20]. - Walmart's ability to absorb cost pressures from tariffs without eroding margins allows it to maintain competitive pricing while managing supply chain efficiencies [16]. Group 3: Retail Environment and Consumer Behavior - Retailers are expecting flat traffic and inventory volumes, with 46% anticipating similar promotional strategies to 2024, indicating a cautious approach to pricing and inventory management [5][10]. - Despite cautious consumer sentiment, retail sales during the holiday season are projected to grow between 3.7% and 4.2%, translating to total spending between $1.01 trillion and $1.02 trillion [12][13]. - Retailers have learned from past supply chain challenges, leading to more prudent inventory management strategies in the current economic climate [11].

Retail App Downloads & Trends - App downloads data is meaningful for assessing retailer convenience and shopper behavior [1] - Last-minute shoppers are increasingly using apps for in-store pickup, highlighting the importance of convenience [2][3] - Target has seen a resurgence in app downloads, reaching the number three spot, indicating improved customer consideration [3] Target Analysis - Roth Capital Partners maintains a neutral rating on Target, viewing any positive holiday performance as tactical [4] - Toys were up about 10% in 3Q [4] - Concerns remain about Target's long-term structural issues, including underinvestment and pricing [5][6] - Increased spending needs in calendar year 2026 pose an earnings risk for Target [6] Costco Analysis - Costco's app download numbers are not as strong [7] - Several metrics are trending negatively for Costco, including renewal rates, new member additions, and traffic [8] - Costco excels in offering value, but consumers are increasingly prioritizing convenience, where Costco is weaker [9][10][11] - Increased assortment overlap between Walmart.com and Costco is emerging [13]