Walmart CFO: Consumers are nearing peak of tariff-inflated prices
View original at finance.yahoo.comWalmart CFO: Consumers are nearing peak of tariff-inflated prices Walmart stock (WMT) is getting a boost Thursday morning after the big-box retailer topped fourth quarter estimates, while releasing annual adjusted earnings ($2.64 per share vs…
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Food is the area most likely to be disinflationary or even deflationary
80% confidenceWalmart is now serving 95% of America in less than three hours
80% confidenceWalmart has reached peak or is coming close to peak of tariff-related cost increases
80% confidenceWalmart gained market share in virtually every category in the past quarter
80% confidenceRoughly half of app users are engaging with Sparky in some way
80% confidenceLike-for-like inflation across the basket of items at Walmart was up only a little bit more than 1% in the most recent quarter
80% confidenceMoving from two-day to one-day delivery promise increases conversion appreciably, as does moving from one-day to same-day
80% confidenceTax refunds are projected by some to be as much as 20% higher this year
80% confidenceWhen someone buys fresh in Walmart stores, baskets tend to be about 25% higher
80% confidenceWalmart grew top line almost 5% and EPS over 12% in Q4
80% confidenceUsers shopping with Sparky have basket sizes about 35% higher
80% confidenceThere is still a lot of uncertainty looking into the next year
80% confidenceEgg prices have come down appreciably from where they were a year ago
80% confidenceJohn Furner has his fingerprints over the strategy Walmart has been implementing over the last five years
80% confidenceOver the last three years, Walmart has raised guidance each year and outperformed it each time
80% confidenceFully a third of Walmart orders were delivered in under three hours in the most recent quarter
80% confidence