沃尔玛跻身万亿美元市值俱乐部 为首家达成此成就的零售商 过去十年间股价累计上涨468%

Core Insights - Walmart has become the first retailer globally to surpass a market capitalization of $1 trillion, joining the ranks of tech giants like Nvidia and Alphabet [1] - The company's stock price has increased nearly 26% over the past year, contributing to a total stock price rise of 468% over the last decade, significantly outperforming the S&P 500's 264% increase [1] - Walmart's dual strategy of attracting both high-income consumers seeking quality and convenience, while retaining its core low-income customer base, has been pivotal to its success [1] Business Strategy - Over the past five years, Walmart has expanded its online product offerings to over 500 million items and introduced a one-hour delivery service [1] - The launch of the Walmart+ membership service aims to compete with Amazon's Prime, while the company has developed a $4 billion advertising business to enhance profit margins [1] - Walmart has made significant investments in artificial intelligence (AI) for supply chain automation, focusing on improving product freshness, speeding up delivery, and enhancing inventory forecasting and product search capabilities [1] Market Performance - Walmart has consistently outperformed market expectations, surpassing LSEG's estimates for same-store sales for 15 consecutive quarters [1] - The shift of consumers towards online grocery shopping has led to increased investor optimism regarding Walmart's AI investments, further boosting its stock price [1]