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WMT , AMZN

+30 pts



$WMT - Deutsche data indicates #WalmartPlus membership is gaining momentum

By labjordan on Sept. 14, 2021, 12:26 p.m.
Tagged topics: retail , analyst checks , eCommerce , Deutsche Bank

Views: 82, Votes: 1, Responses: 0, Attachments: 2
WMT

+31 pts



$WMT - analysts optimistic following Q2 beat-and-raise, see easier comps in 2H

By labjordan on Aug. 17, 2021, 11:53 a.m.
Tagged topics: retail , earnings results , eCommerce , beat and raise , buy the dip

Views: 73, Votes: 1, Responses: 0, Attachments: 12
WMT , TGT

+34 pts



$WMT - Barclays sees favorable setup into Q2 print next week given low investor expectations and likely conservative guide

By labjordan on Aug. 10, 2021, 9:40 a.m.
Tagged topics: low expectations , retail , eCommerce , earnings preview , Barclays , upside to estimates

Views: 92, Votes: 2, Responses: 1, Attachments: 2
AMZN , WMT

+32 pts



Jefferies expects $AMZN fulfillment capacity to grow by ~50% in next 18-24 months, sees big competitive advantage from in-sourcing last mile

By mooreideas on June 28, 2021, 11:06 a.m.
Tagged topics: capacity expansion , logistics costs , eCommerce , Jefferies , last mile delivery

Views: 127, Votes: 1, Responses: 0, Attachments: 1
AMZN , WMT , TGT

+30 pts



$AMZN - JP Morgan estimates e-commerce will reach 30% retail penetration by 2025 driven by categories like grocery, furniture, and appliances

By labjordan on June 15, 2021, 8:52 a.m.
Tagged topics: eCommerce , brick and mortar , JP Morgan , mobile commerce

Views: 130, Votes: 1, Responses: 0, Attachments: 16
AMZN , WMT , W , TGT , ULTA , BBY , DKS , BJ , COST , HD , LOW

+30 pts



JPM believes retail won't die, but ecom won't step back on reopening, and $AMZN will overtake $WMT as largest US retailer in 2022 (deep dive)

By mooreideas on June 11, 2021, 11:14 a.m.
Tagged topics: retail , home improvement , eCommerce , deep dive , pandemic spending , post-pandemic , JP Morgan , sporting goods

Views: 155, Votes: 1, Responses: 0, Attachments: 106
WMT , TWTR , IHRT , TTD

+30 pts



$WMT - BMO says Walmart is confident in developing a 'top 10 advertising platform' after hosting meetings with management

By labjordan on June 2, 2021, 11:12 a.m.
Tagged topics: retail , digital advertising , eCommerce , non deal roadshow , BMO

Views: 129, Votes: 1, Responses: 0, Attachments: 4
FB , SNAP , PINS , GOOGL , WMT , KIM , SPG

+42 pts



$FB, $SNAP, $PINS, $GOOGL - Morgan Stanley calls online advertising 'the new rent', sees acceleration continuing (deep dive)

By labjordan on May 24, 2021, 2:22 p.m.
Tagged topics: digital advertising , post-COVID , social media , economic recovery , Morgan Stanley , online advertising

Views: 239, Votes: 4, Responses: 3, Attachments: 29
WMT

+33 pts



$WMT - Oppenheimer raises estimates and target to $162 following stimulus-driven Q1 beat

By labjordan on May 18, 2021, 11:06 a.m.
Tagged topics: retail sales , analyst raises estimates , fiscal stimulus , analyst raises target , Oppenheimer , raised guidance

Views: 127, Votes: 2, Responses: 2, Attachments: 3
WMT

+34 pts



$WMT - I think Walmart is going to report solid numbers next week

By ethonomics on May 13, 2021, 11:44 a.m.
Tagged topics: earnings preview , employment , stimulus checks

Views: 33, Votes: 3, Responses: 0, Attachments: 0