This chapter explores the changing landscape of customer preferences, focusing on value, variety, and trust while analyzing Walmart's strategic responses. It discusses the company's performance under CEO Doug McMillan, emphasizing pricing power, operational efficiency, and the impact of recent retail trends on consumer behavior.
The world’s largest retailer is crushing the market.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Walmart’s international growth and pricing power.
- What broader retail sales data says about the economy.
- The economic side effects of weight-loss drugs.
Then, (16:39) Motley Fool Analyst Buck Hartzell joins Ricky to discuss Shift4, a payments company putting up impressive growth numbers.
Companies discussed: WMT, COST, KR, WMS, LLY
Article discussed: https://www.bloomberg.com/news/features/2024-08-07/ozempic-boom-inside-usa-s-weight-loss-drug-capital?ref=biztoc.com
Host: Ricky Mulvey
Guests: Asit Sharma, Buck Hartzell
Engineer: Dan Boyd
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