WSJ's Take On the Week cover image

WSJ's Take On the Week

Why Walmart Is Trading Like a Big Tech Stock

Feb 16, 2025
Dana Telsey, CEO of Telsey Advisory Group, shares her insights on Walmart's impressive stock surge, drawing parallels to big tech trends. She discusses Walmart's successful strategies, including its appeal to higher-end customers and innovative products like the viral 'Wirkin' bag. The conversation also delves into the shifting landscape of luxury retail, exploring major players like LVMH and Chanel, and highlights differing approaches between Walmart and Target as they navigate evolving consumer preferences.
24:02

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Walmart's stock has surged by 80% in the past year thanks to its successful strategy targeting both budget-conscious and high-end consumers.
  • The rising inflation rate and its impact on the Federal Reserve's policies highlight ongoing challenges in the broader economic landscape.

Deep dives

Current Inflation Trends and Market Reactions

Inflation has recently risen to 3%, up from 2.9% the previous month, indicating that it has plateaued after a period of decline. This stagnation poses challenges for the Federal Reserve, as its target inflation rate is 2%, making it difficult for the Fed to justify interest rate cuts. Historically, markets often react negatively to such inflation news; however, despite the recent uptick, the bull market remains resilient, with investors showing continued optimism. This resilience may stem from a belief that proposed economic policies, including deregulation and potential mergers and acquisitions, could lead to growth.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode