Walmart's Retail Evolution

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- Joe Feldman, Telsey Advisory Group Senior Research Analyst & Assistant Director of Research
- Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
- Stephanie Roth, Wolfe Research Chief Economist

Joe Feldman of Telsey Advisory Group reacts to Walmart's positive 3Q earnings, saying the company is broadly serving the American customer. Emily Roland of John Hancock says consensus around the US is overwhelmingly positive, but "when the consensus moves to one side of the boat, sometimes it can flip." Stephanie Roth of Wolfe Research is concerned about the impact of tariffs in 2026.

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