pharmacy deflation
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What Went Wrong With Walmart?
Bloomberg Television· 2026-08-20 21:18
Yeah, I think it's really the US same store sales myth. So when you look at that number and you look at why they missed, I think the misses largely due to the pharmacy deflation issue. And that issue isn't a one time issue.It's not going away just this quarter, last quarter of the 100 basis point impact to the comp sales this quarter was 125. Basis point had been so clearly increasing. And the worry is for the next two quarters, you'll continue to see that headwind.And if trends continue, it could be even m ...