Walmart (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

Saludos.

Resultados del primer trimestre de 2019:

image

1 Like

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.

1 Like

4 Likes

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.
3 Likes

Q3 FY20 Earnings

  • Total revenue was $128.0 billion, an increase of $3.1 billion, or 2.5%. Excluding currency
  • Total revenue was $129.0 billion, an increase of $4.1 billion, or 3.3%.
  • Walmart U.S. comp sales increased on a two-year stacked basis by 6.6%. Market share gains in the business were led by food and consumables, including fresh.
  • Walmart U.S. eCommerce sales growth of 41% includes strong growth in online grocery.
  • Walmart U.S. operating income increased 6.1%.
  • Sam’s Club comp sales increased 0.6%, and eCommerce sales grew 32%. Reduced tobacco sales negatively affected comp sales by 350 basis points.
  • Net sales at Walmart International were $29.2 billion, an increase of 1.3%. Excluding currency, net sales were $30.2 billion, an increase of 4.8%. The inclusion of Flipkart and strength in Walmex and China were partially offset by softness in the U.K.
  • Operating income declined 5.4%, or 4.1% in constant currency due in part to a non-cash impairment charge for Walmart International. Excluding the impairment charge, operating income would have increased slightly. As expected, the inclusion of Flipkart negatively affected operating income.
  • Third-quarter adjusted EPS excludes a non-cash impairment charge of $0.06, net of tax, and an unrealized gain of $0.05, net of tax, on the company’s equity investment in JD.com.
  • FY20 adjusted EPS is now expected to increase slightly compared to FY19 adjusted EPS.
  • Announced Delivery Unlimited, a grocery delivery membership option, to 1,400 stores in the U.S.
  • Launched InHome Delivery in three U.S. cities covering more than one million customers.
3 Likes

https://seekingalpha.com/article/4324536-stocks-to-watch-all-eyes-on-walmart

Q4 and FY20 Full-year Earnings (18/02/2020)

Fourth-quarter highlights

  • Total revenue was $141.7 billion, an increase of $2.9 billion, or 2.1%.
  • Walmart U.S. comp sales increased on a two-year stacked basis by 6.0% with continued strength in food and consumables.
  • Walmart U.S. eCommerce had strong growth in grocery pickup and delivery, and walmart.com had its highest quarterly growth rate of the year.
  • Sam’s Club comp sales increased 0.8%, and eCommerce sales grew 33%. Reduced tobacco sales negatively affected comp sales by approximately 300 basis points.
  • Net sales at Walmart International were $33.0 billion, an increase of 2.3%. Disruption in Chile negatively affected operating income by approximately $110 million.

Fiscal 2020 highlights

  • Total revenue was $524.0 billion, an increase of $9.6 billion, or 1.9%. Excluding currency, total revenue was $528.1 billion, an increase of $13.7 billion, or 2.7%.
  • Walmart U.S. comp sales increased 2.8% and 6.4% on a two-year stacked basis.
  • Walmart U.S. eCommerce sales grew 37%. Net Promoter Score and the Customer Value Index improved.
  • Sam’s Club comp sales increased 0.7%. Reduced tobacco sales negatively affected comp sales by
    approximately 310 basis points. Membership trends were strong.
  • International net sales increased 2.8% in constant currency with strength in Mexico, China and India.
  • The company generated $25.3 billion in operating g cash flow and returned $11.8 billion to shareholders through dividends and share repurchases.

Q1 FY21 Earnings (19/05/2020):

  • The company’s net sales and operating results were significantly affected by the outbreak of COVID-19.
    • Unprecedented demand for products across multiple categories led to strong top-line results.
    • Certain incremental costs negatively affected operating income, including costs associated with enhanced wages and benefits as well as safety and sanitation.
  • Total revenue was $134.6 billion, an increase of $10.7 billion, or 8.6%. Excluding currency, total revenue would have increased 9.7% to reach $135.9 billion.
  • U.S. comp sales increased 10.0%.
  • U.S. eCommerce sales grew 74%.
  • Due to continued strength of the Walmart.com brand, the company will discontinue Jet.com. The acquisition of Jet.com nearly four years ago was critical to accelerating our omni strategy.
  • Sam’s Club comp sales increased 12.0%. eCommerce sales grew 40%. Reduced tobacco sales negatively affected comp sales by approximately 410 basis points.
  • Net sales at Walmart International were $29.8 billion, an increase of 3.4%. Changes in currency rates negatively affected net sales by approximately $1.3 billion.
  • Consolidated gross profit rate declined 66 basis points primarily as a result of the carryover of investments in price from last year, a shift in the sales mix to lower-margin categories and channels as well as some markdowns in general merchandise.
  • Consolidated operating expenses leveraged 62 basis points despite incremental costs related to COVID-19.
  • Consolidated operating income was $5.2 billion, an increase of 5.6% and included lower losses in Walmart U.S. eCommerce compared to Q1 FY20. Excluding currency, operating income would have increased 6.6%.
  • Adjusted EPS excludes only the effects of an unrealized gain of $0.22, net of tax, on the company’s equity investment in JD.com.
1 Like
1 Like
1 Like
1 Like
1 Like
3 Likes
3 Likes