Neutral
WMT
2w ago$WMT's 10-year bond currently yields 5.2%. That's some misplaced trust. https://t.co/CxYG0foIpP
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Consumer Staples sector head at Hedgeye. Reporting from the store aisles. Not investment advice. https://t.co/Pm1dZj3CNN
$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
View original →The focus on $WMT's Q2 is the slowdown in US SSS, full stop. https://t.co/WC6uT3bYKN
View original →$SXT natural color conversion invoices were $25M in Q2, exceeding all the cumulative invoices through the end of Q1. That's the evidence of momentum.
View original →We are presenting our $SJM deep dive on Wednesday. This is a big flip to the Long side for us. https://t.co/7e1SUIMmMI
View original →$WMT https://t.co/I9jdTUFXQ1
View original →So who had on their 2026 bingo card that $WMT would be the AI winner over the Mag 7? I listened to the pitch skeptically, but I'm a Staples guy. It took me a little while to warm up to the GLP-1 threat, too, but it paid to not overreact.
View original →CAGNY mood right now with $WMT issuing lower guidance and $PG saying shipments are below consumption this Q. https://t.co/pM3aZ1kH6m
View original →Presenting our $WMT Black Book today. I'm doing a deep dive into the digital flywheel and margins to explain why estimates are too low. https://t.co/IpdDBH2ik9
View original →$WMT will reach $100 sooner than you expect. There is more upside to margins than the market expects. Walmart+ is the flywheel for digital profitability, margins, and a competitive moat. I'll explain in my WMT Black Book this Thursday. https://t.co/B7HrHAmDix https://t.co/WLXLxesuuI
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