pudgy penguins (PENGU) at $638m market cap on $40m annual revenue from 3 million toys sold across 5,000+ walmart, target, and amazon locations. 16x sales multiple. disney trades at 2-3x. the paxos deal just opened PENGU to venmo, paypal, and charles schwab. 13.69% of token supply already burned, with committed buybacks funded by non-crypto cash flow from physical toy sales. licensing expo may 19-21 sharing floor space with pokemon, lego, and warner bros. if they announce a tier-1 licensing deal there, the p ...

The last word with Lawrence O'Donnell starts right now. Hey Lawrence. Hey Jen.Uh it was great to hear uh former Secretary John Kerry uh to uh on Stephen Cobear uh talking about the situation in Iran. We're going to play some of that tonight. And we're also going to be joined by Ernest Monise, one of his negotiating partners, as as you know uh the secretary of energy uh in the Obama administration, a nuclear physicist.exactly the kind of person you need in these kinds of negotiations that of course the Trump ...

Tonight, heart-stopping stills of a random attack at an Omaha Walmart. In the images pulled from the police body camera footage, you see the suspect, identified by police as 31-year-old Noemi Guzman, pointing a large knife at a small child moments before slashing the boy's face. According to investigators, she shoplifted the weapon from the Walmart Tuesday morning and used it to snatch the child away from his caretaker.Got one party shot and another party cut. Police confronted Guzman guns drawn. There is v ...

They say that the woman you see her there on the screen shoplifted that large knife from Walmart and then used that knife to force the caretaker and the three-year-old boy who you see in the shopping cart to leave the store. And an argument basically ensued there and police who then arrived say that she was making threats, refused to drop the knife, even cut the boy. He's recovering from lacerations to his face and his hand.And then that's when two officers fired shots. She died at the scene. But witnesses ...

Also tonight, one suspect is dead, a child is recovering after a very scary incident at a Walmart in Nebraska, where police say somebody tried to kidnap a toddler at knife point. Investigators are still trying to piece together what happened here, but they say officers approached the suspect outside the store. She had had a knife.They said drop the knife, and that is when they say she slashed this 3-year-old across the face. At least one officer then opened fire. Fortunately, that little boy, that 3-year-ol ...

"Gift cards are like the original stablecoin of stored value. You give Walmart $100, they give you $100 of Walmart cash."@GBousis, CEO of @RaiseApp, on why they're rebuilding the $400B gift card industry on Solana with stablecoins: https://t.co/tJJrNuqry3 ...

Access to real trade finance is starting to show up onchain.This vault from @lista_dao x @DowProtocol, on BNB Chain, is backed by receivables from Amazon, eBay, and Walmart sellers, tied to actual business cash flow, not just market activity.This kind of access used to be limited to institutions 👇Note: This post is for informational purposes only and not financial advice. DYOR.Lista DAO (@lista_dao):New RWA Vault on Lista: @DowProtocol E-Commerce Financing@DowProtocol 90-day PayFi vault is now available on ...

Core Insights - The S&P 500 has faced challenges in 2026, down approximately 4.6% year-to-date through March 26, following three years of double-digit gains [1] - The Vanguard Value ETF (VTV) has outperformed the S&P 500 by nearly 7% at the start of the year, indicating a shift towards value investing [2] S&P 500 Performance - The struggles of the S&P 500 can be attributed to its top holdings, particularly the "Magnificent Seven," which constitute nearly one-third of the index [3] - Apple, the best-performing stock among the top holdings, has seen a decline of nearly 6% this year [3] Vanguard Value ETF (VTV) Characteristics - VTV is less concentrated in top-heavy tech stocks, featuring a more diversified portfolio with significant holdings in financial, energy, healthcare, and consumer staples sectors [4][5] - The top holdings of VTV include Berkshire Hathaway Class B (3.08%), JPMorgan Chase (3.00%), and ExxonMobil (2.51%), contrasting with the S&P 500's tech-heavy composition [4] Investment Strategy - VTV is positioned as a stable investment option, appealing to investors seeking less volatility compared to the tech sector, which tends to grow faster but is more unstable [5][7] - The ETF offers exposure to blue-chip stocks with a low expense ratio of 0.03% and a dividend yield of around 2%, providing potential for gains and a hedge against stock price declines [8]

Core Viewpoint - The article compares the investment potential of Walmart and Costco for 2026, highlighting Walmart's diversified growth through eCommerce and advertising versus Costco's membership-focused model, which faces valuation pressures. Company Performance - Walmart's global advertising revenue increased by 37% to $6.4 billion annually, and U.S. eCommerce grew by 27% [2][7] - Costco reported a 7.4% growth in comparable sales, with fee income rising by 13.6% to $1.35 billion, and membership renewal rates remained steady at 89.7% [2][8] Growth Engines - Walmart's main growth drivers are eCommerce and advertising, while Costco relies on its membership model and Kirkland brand [9][10] - Walmart's U.S. eCommerce growth was 27%, while Costco's digitally-enabled eCommerce grew by 22.6% [9] Financial Metrics - Walmart's gross margin stands at 24.0%, compared to Costco's 11.02% [9] - Membership fee growth for Walmart was 15.1% globally, while Costco's was 13.6% [9] Strategic Insights - Walmart's advertising segment is a high-margin revenue stream that many retailers cannot replicate, providing a path for margin expansion [3][13] - Costco's membership model is strong, but its thin gross margin limits management's options when costs rise [13] Valuation Comparison - Costco trades at a forward P/E of 48x, while Walmart's forward P/E is at 40x, indicating that neither stock is cheap [13] - Walmart's one-year return was 46.33%, while Costco's was 7.79% [12] Market Positioning - Walmart has gained market share across all income tiers, indicating a shift beyond its price-sensitive roots [10] - Costco's membership penetration reached 75.8% of sales, with a significant increase in app visits and eCommerce sales [11]

Core Insights - Walmart Inc.'s grocery business is crucial for attracting shoppers and driving sales, significantly contributing to the company's overall momentum in the U.S. market during the fourth quarter of fiscal 2026 [1] Group 1: Sales Performance - Walmart U.S. comparable sales increased by 4.6% in the quarter, with transactions up by 2.6% and average ticket size increasing by 2% [2] - Grocery sales were a major contributor to this performance, particularly in pantry and fresh food categories, with strong unit volume growth and market share gains [2] Group 2: Pricing Strategy - Walmart focused on rollbacks and everyday low prices in grocery to maintain relevance in a challenging spending environment, with grocery inflation at a modest 0.6%, which is 70 basis points lower than the previous quarter [3] - The deflation in eggs and dairy contributed to this pricing strategy, allowing Walmart to reinforce its value message [3] Group 3: Customer Demographics - Walmart gained market share across various income groups, particularly from households earning over $100,000, while still appealing to budget-conscious shoppers [4] - The grocery segment is vital for maintaining relevance among lower-income customers who are more cautious with their spending [4] Group 4: Market Comparison - Walmart's shares have increased by 40% over the past year, outperforming the industry growth of 38.1%, while competitors Costco and Target saw gains of 4% and 14.8%, respectively [5] Group 5: Valuation Metrics - Walmart's forward 12-month price-to-earnings ratio is 41.71, higher than the industry average of 38.11, and trades at a premium compared to Target's 14.77 but at a discount to Costco's 45.82 [8] Group 6: Future Projections - The Zacks Consensus Estimate projects Walmart's current fiscal-year sales and earnings per share to grow by 4.7% and 9.5% year-over-year, respectively [10]