Analysis of Walmart and Target's recent performance and guidance, highlighting market reactions and the differences in expectations and perceptions of the two companies.
For both Walmart and Cisco, expectations for the future don’t tell the whole story.
(00:21) Tim Beyers and Deidre Woollard discuss:
- Cisco’s move into the software space.
- If AI can improve the meeting experience.
- Walmart’s strengths as a global player.
(21:29) Ricky Mulvey interviews ACV Auctions Chief Operating Officer, Vikas Mehta on the ever-evolving business of selling used cars.
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Companies discussed: WMT, AMZN, COST, CSCO,ACVA
Host: Deidre Woollard
Guests: Tim Beyers, Ricky Mulvey, Vikas Mehta
Producers: Ricky Mulvey, Mary Long
Engineer: Dan Boyd
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