Amazon has begun offering deliveries in as little as 10 minutes in New Delhi, revving up competition with local rivals in one of the fastest-growing segments of online retail https://t.co/5UUOCosyyC ...

Group 1 - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, with a focus on banks, telecommunications, logistics, and hotels [1] - The popularity of insurance companies in the Philippines has influenced investment strategies, leading to diversification beyond traditional savings in banks and properties [1] - The investment approach has evolved from focusing solely on blue-chip companies to a more diversified portfolio across various industries and market capitalizations [1] Group 2 - The entry into the US market occurred in 2020, following a period of learning and analysis through platforms like Seeking Alpha [1] - The investor has holdings in US banks, hotels, shipping, and logistics companies, indicating a strategic approach to portfolio diversification [1] - The comparative analysis between the US and Philippine markets has been a key aspect of the investment strategy, enhancing market awareness and decision-making [1]

Your clients include a lot of thirdparty sellers on Amazon. Are they feeling squeezed out a little bit here. Yeah, thanks for having me back, Kelly.I think it's a it's a balance of both. They're they're feeling squeezed out, but they're also it's a little bit relief of pressure, right. As long as Amazon is selling their products, we're talking about a 4-day event here.So, the world gets back to normal on day five. So, they're saving their inventory levels. You know, generally, you're seeing 60% of purchases ...

Amazon took a big gamble this year by expanding its annual Prime Day summer sale to four days from two, betting the extension would give shoppers more time to navigate the millions of deals on its sprawling web store. https://t.co/MwhdP5HA4j ...

Core Insights - The 2025 CISO Benchmark Report by RH-ISAC emphasizes the retail and hospitality sectors' increasing focus on proactive cybersecurity strategies [1][2] Industry Trends - Ransomware, third-party supply chain attacks, and phishing are identified as the top three threats facing the retail and hospitality sectors [2] - Business continuity and disaster recovery have become the top cybersecurity initiatives for 2025, indicating a shift towards proactive risk management [3] - Smaller organizations are improving their cyber maturity, narrowing the gap with larger companies [3] Financial Insights - Cybersecurity budgets are consistently increasing year-over-year, reflecting a growing commitment to security [3] - There is a reported 25% improvement in average NIST CSF maturity scores from 2024 to 2025, indicating stronger processes [5] - A 12% rise in CISOs reporting directly to senior business leadership suggests that cybersecurity is increasingly recognized as a critical business factor [5] - An 11% increase in spending on third-party security services has been noted, with penetration testing and security operations centers being the most commonly outsourced services [5] Staffing and Collaboration - Nearly 40% of organizations plan to expand their full-time cybersecurity staff, indicating growth in security staffing [5] - There is a growing emphasis on collaboration, collective intelligence, and early warning systems to enhance attack detection and prevention [5]

Company Actions - Nordstrom is closing two stores in St. Louis, Missouri, and Santa Monica, California, by the end of August as part of efforts to remain viable in a challenging retail environment [1][2] - The company plans to assist affected employees in finding roles at other Nordstrom locations [2][6] Industry Context - The retail industry is experiencing significant challenges, including weak sales and declining foot traffic, leading to increased store closures [3][5] - Other retailers, such as Macy's and JCPenney, have also announced store closures, with Macy's planning to close 150 locations over three years as part of a strategy for sustainable growth [3][5] - U.S. retail closures reached the highest level since the COVID-19 pandemic, highlighting the ongoing struggles within the sector [5] Employment Impact - Job cuts in the retail sector surged by 80% in the first five months of 2025 compared to the same period in the previous year [9] - Economic pressures, including tariffs and consumer spending declines, are contributing to workforce reductions and layoffs across the industry [10]

Company Overview - Walmart is the world's largest retailer by revenue, utilizing scale and operational efficiency to offer a wide range of products at competitive prices [4] - The company employs an omnichannel strategy that integrates physical stores with digital platforms to enhance customer reach and convenience [4] - Walmart's extensive global presence and diversified offerings solidify its strong market position in the consumer defensive sector [4] Financial Performance - As of July 8, 2025, Walmart's market capitalization is $774.9 billion, with a trailing twelve months (TTM) revenue of $685.1 billion and a net income of $18.82 billion [2] - The company's dividend yield stands at 0.96%, and it has a forward price/earnings ratio of 37.4 [2][10] - Walmart's stock price increased by 39.9% over the past year, outperforming the S&P 500 by 28 percentage points during the same period [6] E-commerce Growth - Walmart's total sales grew by 4% year over year in the first quarter, while global e-commerce sales surged by 22%, marking the first profitable quarter for its e-commerce business [8] - E-commerce is expected to be a key growth driver for Walmart, contributing to both sales and margins [8] - The company is also exploring new profit streams such as membership and digital advertising, which are anticipated to enhance its margins [8] Investment Insights - Walmart has demonstrated significant stock performance, with its shares more than doubling in value over the past three years [5] - Despite a high price-to-earnings (P/E) ratio of nearly 42, Walmart is considered a long-term winner for both growth and income investors, being recognized as a Dividend King with 52 consecutive years of dividend increases [10]

Core Insights - Walmart Inc. is redefining its growth strategy by focusing on high-margin revenue streams such as advertising, memberships, and marketplace expansion, which is enhancing profitability and reinforcing its position in the global retail industry [1] Group 1: Financial Performance - In Q1 of fiscal 2026, Walmart reported a significant increase in advertising revenues, which surged by 50% year over year, aided by the acquisition of VIZIO [2] - Walmart Connect's U.S. operations grew by 31%, while Sam's Club advertising increased by 21%, and international ad revenues rose by 20%, driven by Flipkart's strong performance [2] - Membership revenues increased by approximately 15% year over year, with Sam's Club U.S. seeing a 9.6% rise in membership income due to new members and higher renewal rates [3] Group 2: Strategic Initiatives - Walmart is expanding its marketplace and store-fulfilled delivery services, creating an integrated omnichannel ecosystem that enhances operational efficiency and customer experience [4] - The focus on high-margin businesses is also reflected in competitors like Kroger and Target, which are investing in alternative revenue streams to boost profitability [5] Group 3: Valuation and Estimates - Walmart's shares have increased by 42.6% over the past year, outperforming the industry growth of 40.8% [8] - The forward price-to-earnings ratio for Walmart is 36.43X, above the industry average of 33.12X [11] - The Zacks Consensus Estimate for Walmart's fiscal 2026 earnings implies a year-over-year growth of 3.6%, with an estimated increase of 11.7% for fiscal 2027 [12]

Well, every year the big question for shoppers is how good are those Prime Day discounts. And while it's always hard for me to answer for a variety of reasons, the possible tariff influence this year makes it even murkier. So, Amazon CEO Andy Jasse told our Jim Kramer that prices have not gone up appreciably due to tariffs on his site.However, several outside pricing analyses suggest that's not true for every item. So, Commerce IQ says an analysis of 57,000 SKUs on Amazon shows the average selling price did ...

Canada’s competition watchdog secured a court order to help its investigation into whether Amazon is abusing its dominant retail position in the market https://t.co/MPTqyrKo7F ...