Consumer Staples sector head at Hedgeye. Reporting from the store aisles. Not investment advice. https://t.co/Pm1dZj3CNN
Cite asCryptoQuant has tracked the directional calls on WMT by @Hedgeye_Staples on X since Nov 2020: not yet scored on WMT (as of Nov 11, 2026).
7 WMT calls on record, a thin history.
Relative view by default: fewer than 30 WMT calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @Hedgeye_Staples to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
It's difficult for Lindt to be both a luxury good and a bargain at the same time. It's even more difficult to be a luxury good on sale for less at $DLTR. It's priced at $6.88 at $WMT to get ahead of the question from the Dollar Tree haters. https://t.co/g2GSR6dsLM
View original →Platform consolidation is inevitable. It will be a challenge for the standalone supermarkets to offer a compelling delivery subscription on their own vs. $WMT, $AMZN, and $DASH. https://t.co/GtybceHp9I
View original →We are presenting our Grocery Sector Deep Dive tomorrow. We will cover the winners and losers from grocery's digital transition - expedited delivery and agentic commerce, and what impact a pickup in food inflation will have. $KR, $ACI, $WMT, $COST, $BJ, $SFM, $GO. It is our largest Black Book of the year.
View original →$WMT's 10-year bond currently yields 5.2%. That's some misplaced trust. https://t.co/CxYG0foIpP
View original →I'm getting in the ring. $WMT Black Book on 8/25. https://t.co/vgCeTYuaf8
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