Bloomberg Intelligence
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.
39:33
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Quick takeaways
- The ongoing conflict in Ukraine has intensified, with U.S. missiles being utilized to shift battlefield dynamics and seek negotiations.
- Walmart's strong earnings indicate a successful start to the holiday season, fueled by higher-income households and expanded e-commerce offerings.
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