Key Takeaways Walmart beat Q4 EPS and revenue estimates, but weak FY27 EPS guidance put pressure on shares. E-commerce rose in double digits and ad revenues jumped 37%, boosting operating income.ETFs like XLP and RTH offer diversified exposure with Walmart as a top holding. Shares of Walmart Inc. (WMT) slipped 1.4% yesterday, following the company’s better-than-expected fourth-quarter fiscal 2026 results. Despite comfortably surpassing analysts’ estimates for earnings and revenues, the retail giant’s stock ...

Core Insights - Grocery stocks, including CAVA Group, Casey's General Stores, and Conagra Brands, are highlighted as key investments due to their stable demand and cash flows, making them attractive defensive investments [2]. Group 1: CAVA Group - CAVA Group is identified as one of the grocery stocks to monitor, indicating its potential for investment interest [2]. Group 2: Casey's General Stores - Casey's General Stores operates convenience stores and gasoline stations, offering a variety of grocery items and freshly prepared food [3][4]. - The company provides self-service gasoline, food, beverages, tobacco products, health and beauty aids, automotive products, and other non-food items [4]. Group 3: Conagra Brands - Conagra Brands operates as a consumer packaged goods food company primarily in the United States, with segments including Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice [4]. - The Grocery & Snacks segment focuses on shelf-stable food products distributed through various retail channels [4].

Core Insights - Casey's General Stores, Inc. (NASDAQ:CASY) is recognized as one of the best dividend stocks to invest in for January [1] - Wells Fargo has added Casey's to its Q1 2026 Tactical Ideas list, indicating a favorable outlook for the company [2] - The company is expected to exceed near-term EPS expectations, supported by its growth strategy and fiscal stimulus [3] Financial Performance - Goldman Sachs raised its price target for Casey's from $490 to $530, citing strong Q2 EPS performance that surpassed both its estimates and consensus [4] - The positive results were attributed to better-than-expected fuel margins and effective execution on inside margins [4] Company Overview - Casey's operates approximately 2,900 convenience stores across 19 states, offering self-service fuel, grocery items, and freshly prepared food options [5]