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Buy, Hold, or Sell: Walmart Makes Sense as a Buy at $115
24/7 Wall St.70d agoneutral
Buy, Hold, or Sell: Walmart Makes Sense as a Buy at $115

Walmart (NYSE:WMT) trades at $116.89, with the post-earnings pullback offering a more attractive entry into a defensive retailer whose digital flywheel keeps accelerating against a sticky inflation backdrop. Walmart runs the world’s largest brick-and-mortar retail footprint, spanning 10,900+ stores across 19 countries and serving roughly 280 million weekly customers. It also operates Sam’s Club, Walmart ... Buy, Hold, or Sell: Walmart Makes Sense as a Buy at $115

Walmart, Target make play for Sephora, Ulta shoppers
TheStreet71d agoneutral
Walmart, Target make play for Sephora, Ulta shoppers

During the Covid pandemic, when nobody was leaving the house and life was happening over Zoom, a lot of people reduced their spending by virtue of having no place to go. But one category remained strong even as consumers were cutting back elsewhere — beauty. The beauty category has ...

The No. 1 Reason to Buy and Hold Walmart Forever Has Virtually Nothing to Do With Its Brick-and-Mortar Stores
24/7 Wall St.71d agobullish
The No. 1 Reason to Buy and Hold Walmart Forever Has Virtually Nothing to Do With Its Brick-and-Mortar Stores

Walmart (NYSE:WMT) fits the profile of a multi-decade compounder because the company has quietly built a high-margin digital flywheel that now compounds independently of any single store it operates. The forever case rests on what is happening behind the storefront. Global advertising revenue rose 37% last quarter, with Walmart Connect up 44% excluding VIZIO. Membership ... The No. 1 Reason to Buy and Hold Walmart Forever Has Virtually Nothing to Do With Its Brick-and-Mortar Stores

Walmart Tests Subway Delivery To Deepen App Engagement And Order Frequency
Simply Wall St.71d agoneutral
Walmart Tests Subway Delivery To Deepen App Engagement And Order Frequency

Walmart (NasdaqGS:WMT) is adding Subway restaurant orders to its Express Delivery service, its first integration of a restaurant partner. Customers in select states can now order Subway meals within the Walmart app and website, alongside regular Walmart items, for rapid delivery. The rollout is set to target 1,400 locations by late summer, expanding the scope of Walmart's rapid delivery offering. For you as an investor, this move shows Walmart extending its Express Delivery model beyond...

From unfilled gas tanks to fewer frills, retailers see US consumers rethink their spending
Associated Press71d agoneutral
From unfilled gas tanks to fewer frills, retailers see US consumers rethink their spending

U.S. consumers haven’t stopped spending money since the Iran war drove up fuel prices, but many shoppers are reassessing what they buy and where, according to company executives and retail analysts. During recent earnings calls with analysts, executives from American mainstays like Walmart, McDonald's and Dollar General cited overall shopper resilience as well as noticeable cutbacks by lower-income customers.

Traders Ran for Cover (and Kleenex)
The Wall Street Journal71d agoneutral
Traders Ran for Cover (and Kleenex)

One haven from Friday's selloff: Kimberly-Clark, whose stock had been battered over the past year. The Kleenex maker jumped 6.3% Friday, helping consumer staples to become the S&P 500's best-performing sector.

Walmart CEO sends stark two-word warning on fuel prices
TheStreet71d agoneutral
Walmart CEO sends stark two-word warning on fuel prices

Two words from the CEO of America's largest retailer carry a lot of weight. John Furner, who took over as Walmart's chief executive in February 2026, was speaking to reporters during the company's annual shareholder week in Bentonville, Arkansas. And what he said about the American consumer was ...

Shoppers can order Subway with their Walmart delivery
Nation's Restaurant News71d agoneutral
Shoppers can order Subway with their Walmart delivery

The sandwich chain has 1,400 locations in Walmart stores. Now guests can use the retail giant's app and website to order a meal for Express Delivery, offering a new digital channel for Subway.

Walmart+ membership scheme expands to Canada
Retail Insight Network72d agoneutral
Walmart+ membership scheme expands to Canada

The programme is priced at C$8.97 per month or C$89 annually – the same annual rate as the Delivery Pass scheme it replaces, which Walmart had offered in Canada since 2023.

Here Are Friday’s Top Wall Street Analyst Research Calls: Airbnb, Broadcom, Chipotle Mexican Grill, CrowdStrike, Fiserv, Lululemon Athletica, NVIDIA, Tesla, Walmart, and More
24/7 Wall St.72d agoneutral
Here Are Friday’s Top Wall Street Analyst Research Calls: Airbnb, Broadcom, Chipotle Mexican Grill, CrowdStrike, Fiserv, Lululemon Athletica, NVIDIA, Tesla, Walmart, and More

Pre-Market Stock Futures: Futures are trading mixed on Friday as we prepare to close out one of the craziest weeks on Wall Street this year. On a day when we saw yet another all-time high, investors rotated out of chip stocks and into healthcare and industrials after Broadcom (NASDAQ: AVGO) posted disappointing results. When the ... Here Are Friday’s Top Wall Street Analyst Research Calls: Airbnb, Broadcom, Chipotle Mexican Grill, CrowdStrike, Fiserv, Lululemon Athletica, NVIDIA, Tesla, Walmart,

Procter & Gamble Disaster Fleet Expansion And What It Means For PG Stock
Simply Wall St.72d agoneutral
Procter & Gamble Disaster Fleet Expansion And What It Means For PG Stock

Procter & Gamble, NYSE:PG, is expanding a national disaster response fleet in partnership with Walmart and Matthew 25: Ministries. The collaboration is focused on delivering essential supplies and services to communities affected by disasters across the United States. The initiative reflects a deeper commitment to social impact and community support beyond Procter & Gamble's core consumer products business. For investors watching NYSE:PG, this kind of community-focused initiative adds...

Walmart warns higher prices may be on the way
TheStreet72d agoneutral
Walmart warns higher prices may be on the way

Walmart has long been a go-to destination for consumers looking to stretch their budgets during periods of economic uncertainty. For decades, shoppers have turned to Walmart for affordable groceries, household goods, and basic essentials when they needed to make every dollar count. That role has ...

Why Walmart and Other Consumer Stocks Aren’t Getting the Gains They Deserve
Barrons.com72d agoneutral
Why Walmart and Other Consumer Stocks Aren’t Getting the Gains They Deserve

Yardeni Research Contributing Editor Jackie Doherty highlights several companies she thinks delivered strong results in their latest quarters: Dollar General attracted more six-figure households and boosted its earnings-per-share target, while Ulta Beauty delivered broad-based growth. RBC Capital Markets calls out Walmart and Ollie’s Bargain Outlet Holdings “as among the best positioned to navigate the current environment.” Looking at the sector overall, both the exchange-traded fund and the State Street Consumer Discretionary Select Sector SPDR ETF are lower since the start of the year, even as the is up double digits in percent terms.