Motley Fool Money Walmart's Tech, One Activist's Fight
Jan 12, 2023
Emily Flippen, a Senior Analyst at Motley Fool, tackles the intense struggle between Disney and activist investor Nelson Peltz, questioning the effectiveness of Peltz's tactics. She also highlights Walmart’s tech partnership with Salesforce to boost its delivery services. Meanwhile, Jamie Harris, CFO of RXO, shares insights on holiday business trends and how the freight brokerage industry is being transformed by technology, enhancing efficiency and service loyalty. It's a deep dive into corporate strategies amidst shifting landscapes.
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Disney vs. Peltz
- Nelson Peltz wants a board seat at Disney, but Disney appointed Nike's Mark Parker as chairman instead.
- Peltz's firm, Trian, owns a small stake, and Disney is trying to address its struggles.
Walmart Sells Tech
- Walmart is selling its technology services GoLocal and Store Assist via Salesforce's App Store.
- This move leverages Walmart's existing technology infrastructure and expands its business services.
RXO's Freight Booking
- RXO helps truckers find return trips and connect with large shippers.
- This improves efficiency for both truckers and shippers, benefiting RXO.
