Wal-Mart (WMT)

La semana pasada publicaron una nota en OCU donde explicaban el fuerte tirón de las ventas por internet de Wal-Mart, con un incremento del 29% en el cuarto trimestre de 2016, tras adquisiciones como las de Moosejaw o Shoebuy…

Aún así, los resultados de 2016 son discretitos, con un 0.8% de incremento de ventas. Supongo que está en fase de reestructuración para adaptarse al mundo online. Todo sea por parar a Amazon :slight_smile:

Jim C. Walton, 10% owner, Alice L. Walton, 10% owner, and Robson Walton, director and 10% owner, of Walmart Stores Inc. (WMT) each sold 4,542,361 shares for $70.54 per share on March 2. Since then, the stock price has increased by 0.3% to $70.76.

Resultados del primer trimestre fiscal de Walmart:

  • Beneficio neto atribuido: 3.039 millones de dólares (-1,3%).
  • Cifra de negocio: 117.542 millones de dólares (+1,4%).

Resultados del segundo trimestre de 2017.

  • Beneficio neto: 2.899 millones de dólares (-23,2%).
  • Ventas netas: 121.949 millones de dólares (+2,1%).

Google se alía con Walmart para competir con Amazon
La alianza con el mayor vendedor minorista de EE UU ofrecerá envíos gratis al estilo de Amazon Prime


Y amazon siendo comprado a per de más de 200x! que miedo da!


Resultados del primer trimestre de 2019:


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Has Walmart Gone Too Far?

When Walmart (WMT) and Amazon (AMZN) battle for customers, it is the customers who ultimately win. Fierce competition in retail in general, and grocery retail in particular, is spurring innovation in the industry.

Walmart recently announced a bold plan to make grocery shopping more convenient. The company will soon test not only delivering groceries to your door, but coming inside and putting those groceries away in your pantry and refrigerator .

This means having a Walmart employee inside your home. It will be interesting to see how people react to this greater level of service from Walmart.

The retail giant will soon test this service in 3 pilot cities: Kansas City, Missouri; Pittsburgh, Pennsylvania, and Vero Beach, Florida.

Customers will have to install a special Walmart smart lock in their home to give Walmart employees access. Walmart employees entering homes will be required to wear a camera for transparency.

Pricing on the service has not yet been announced. While Walmart’s efforts to remain on the cutting edge of retail should be applauded, in-refrigerator delivery brings up privacy and safety concerns that can’t be fully addressed with a wearable camera and Walmart smart lock.

Ultimately, it appears that Walmart envisions a world where it stocks customer’s homes like it stocks its stores currently. Walmart’s CEO Doug McMillan said: “Imagine keeping homes in stock like we do stores”. In the future, perhaps when you are running low on milk and cereal, a Walmart employee can stop by “just in time” and refill your pantry and refrigerator.

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Q2 FY20 Earnings (15/08/2019)

  • Total revenue was $130.4 billion, an increase of $2.3 billion, or 1.8%. Excluding currency, total revenue was $131.7 billion, an increase of $3.7 billion, or 2.9%.
  • Walmart U.S. comp sales increased on a two-year stacked basis by 7.3%, which is the strongest growth in more than 10 years. Segment operating income increased 4%, marking the
    fifth consecutive quarter of growth.
  • Walmart U.S. eCommerce sales growth of 37% includes strong growth in online grocery.
  • Sam’s Club comp sales increased 1.2%, and eCommerce sales grew 35%. Reduced tobacco sales negatively affected comp sales by 300 basis points.
  • Net sales at Walmart International were $29.1 billion, a decrease of 1.1%. Excluding currency, net sales were $30.4 billion, an increase of 3.3%. Strength in Walmex and China were offset by softness in the U.K. and Canada.
  • Operating income declined 2.9%, or 2.4% in constant currency, which was better than planned with strong results in the U.S. businesses. As expected, the inclusion of Flipkart this quarter negatively affected profit results.
  • Adjusted EPS excludes an unrealized loss, net of tax, of $0.01 on the company’s equity investment in JD.com for the second quarter of FY20.
  • FY20 adjusted EPS is now expected to range between a slight decrease and a slight increase compared with FY19 adjusted EPS
  • Walmart U.S. surpassed 1,100 grocery delivery locations and has more than 2,700 pickup locations.
  • The company’s NextDay delivery service from Walmart.com now covers about 75% of the U.S. population.
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