Walmart(US:WMT) Ge Long Hui·2026-02-04 00:35Core Insights - Walmart has been included in the 2026 "Global Vision" Top Ten Core Assets list, with its stock rising by 2.94% to $127.71, achieving a market capitalization of over $1 trillion, making it the first retailer to reach this milestone [1] - The company's stock price has increased nearly 26% over the past year, and it has seen a cumulative stock price increase of 468% over the past decade, significantly outperforming the S&P 500 index's 264% increase [1] - Walmart's dual-track strategy of attracting both high-income consumers seeking quality and convenience, while retaining its core low-income customer base, has contributed to its market 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 company launched the Walmart+ membership service to compete with Amazon's Prime and has developed a $4 billion advertising business, enhancing its profit margins [1] - Walmart has made significant investments in artificial intelligence (AI) for supply chain automation, spending billions to improve product freshness, accelerate delivery speeds, and enhance inventory forecasting and product search capabilities [1] Market Performance - Walmart has consistently outperformed the market, exceeding the same-store sales estimates compiled by LSEG 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]