Russia Strike, Walmart Earnings

Nov 19, 2024

Emily Cohn, Bloomberg's consumer team leader, shares her insights on Walmart’s impressive earnings and its strong stock performance amid geopolitical tensions. She discusses Walmart's strategic shift towards e-commerce, targeting higher-income consumers, and how this aligns with changing shopping trends. The conversation also touches on the broader impacts of consumer trends on market performance, particularly in the retail sector, while contrasting Walmart's success against the backdrop of dollar stores.