Walmart

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The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.

• TLS certificate transparency 46 signals · latest 2018-08-07

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• bullish assessment Thomas McInerney

  I think Walmart may surprise you in terms of, you know, they have a huge footprint. So the reality is Amazon is used to kind of having more centralized distribution, whereas Walmart is quite distributed as it stands, so it might actually do well in this kind of...

• bearish criticism Unattributed

  They're not making any profit. In fact, they're losing a couple of dollars doing these deliveries. So they're doing it to kill off whatever retail is left. Walmart's doing it to fight themselves from becoming extinct.

• neutral fact_claim Unattributed

  We have Walmart now entering the arena. It's going to be doing it just in select cities right now. They're testing it. The interesting thing about Walmart is that they're doing the delivery from their own stores. They're going to be using UPS in every city except San Francisco, San Jose, where they will have their own fleet. The cost is $10 flat for an unlimited number of items and there's no minimum purchase.

• mixed assessment Josh Silberstein

  I think that if Amazon, excuse me, if Walmart offered bigger incentives, could they attract more sellers? Sure. I mean, Walmart still is bigger than Amazon in aggregate. They still have plenty of advantages. But, you know, if you ask, you know, stop somebody on the street and shake them and say, hey, I need to buy a product. Where do I go online? 98% of them are going to tell you Amazon.

• mixed assessment Josh Silberstein

  I mean, they have. And, you know, part of the Jet.com acquisition was designed to accelerate that effort. You know, I think, you know, there's a bit of a network effect. It's harder to attract sellers when you don't have as many buyers and it's harder to attract buyers when you don't have as many sellers. And, you know, it's back to the fact that Amazon has the huge network of selection on the seller side and the huge number of buyers. If you're Amazon and, you know, Walmart by most counts is 5%

• neutral fact_claim Unattributed

  I mean, it's like 95% of America is within 10 minutes of a Walmart. If you're going to do anything in fast moving consumer brands, you're going to end up in retail.

• neutral assessment Unattributed

  I will also note that if you think by putting products or your companies think by putting products in a Walmart, Walmart's bringing you customers, they are not. So Walmart deals with hundreds of millions of people. At the end of the day, they want you to bring your buyers to them. They feel like you need to do that. And by them giving you shelf space, you have to bring the audience to purchase on their shelves. They're not in the business of bringing you customers. They're in business of giving

• bullish assessment Joel Greenblatt

  it's kind of like another one I missed, you know, in the 80s, when I saw it, and it looked like a great business was Walmart, so, you know, if you look at the metrics for Walmart, when it has 50 stores, if it has the prospects to open 1,000 or 2,000 stores, the metrics when it has 50 stores don't mean a lot.

• neutral fact_claim Unattributed

  one finance a neobank that walmart bought

• neutral fact_claim Unattributed

  we're now seeing on the other side walmart home depot target and other big retailers integrating their supply chain to get product into stores and so they're starting to buy trucks hire people pay them significant you know wages to be drivers on staff for them rather than contracting to these third parties that are saying oh we don't have any inventory we don't have any trucks we don't have any drivers we can't do anything for you now

• bullish endorsement Unattributed

  the bigger companies can actually afford to integrate their supply chains, whereas before it didn't make sense to vertically integrate, like I think Walmart announced that they've spent like 11 or $12 billion kind of rebuilding their supply chain themselves... The guys that are winning are the ones that are integrating supply chains.

• neutral fact_claim Chamath Palihapitiya

  But one of the also things that I thought was crazy, Molly, is when you have big companies come in, Walmart and Amazon and Kroger, their entire business model is to drive prices down. That is the business model, whether it's Amazon basics or their house brands.

• neutral fact_claim Chamath Palihapitiya

  I just did a basic chart. I just did a search and hit Google images of like grocery store market share. Sam's Club Walmart has 21%. And this is a little bit old. I think it's a 2019 chart. Kroger, 10%. Costco, 5%. Albertsons, 4.9%. Yada, yada, yada.

• neutral fact_claim Jason Calacanis

  The winner on this list is Walmart at $19,659 generated each second.

• bullish endorsement Andy Dunn

  to end up professionally with a great outcome for the company and a great owner, the financial outcome for all the shareholders

• neutral fact_claim Jason Calacanis

  Bonobos, of course, is the menswear brand. You actually might remember them as one of the original online focused indie consumer brands that hit it big in the early 2010s. You know, Warby Parker, Dollar Shave Club, lots more. Bonobos was eventually acquired by Walmart for over $300 million in 2017.

• neutral assessment Unattributed

  Well, that confirms my theory that this is for hillbillies. This is for people living in the country.

• neutral fact_claim Unattributed

  gallon of milk, sugar, cigarettes, Walmart was like, Oh, they're gonna get over the counter medication like things they really need. One store that was a test site reported that the top seller for drone delivery is coffee. ... other frequent items delivered by drone are batteries, trash bags, laundry detergent, and Welch's fruit snacks.

• neutral fact_claim Unattributed

  Each drone delivery comes with a $3.99 fee. Free basically. Freaking cheap. Yeah, like $4 delivery fee. Customers can order items totaling up to 10 pounds, according to CNBC. And it's only daytime delivery, you can order 8am to 8pm.

• neutral fact_claim Unattributed

  They are launching to 3 million households in areas, presumably less populated areas. It's happening, Arizona, Florida, Texas, Utah, and Virginia.

• neutral fact_claim Jason Calacanis

  And one big difference between this and the Walmart and drone up deliveries is that customers will actually have to be onboarded to start receiving drone delivery.

• bearish criticism Molly

  Don't do it. It's just a, no, I just don't like it. I don't like it. Don't do it.

• bearish criticism Jason Calacanis

  And what's interesting about this is one, like Walmart is already pretty inexpensive. But two, or B, increasing people's access to what is basically rebranded layaway at the moment of what is potentially going to be a protracted economic downturn, just feels like a recipe for even more American debt.

• neutral fact_claim Unattributed

  Because now. Walmart. Is getting in. The BNPL. Game.

• neutral fact_claim Unattributed

  Walmart as our biggest partner today, you know, there are about a hundred thousand SKUs in a Walmart super center. We deliver 80 to 90,000 of them. So people are ordering birthday cakes, rotisserie chickens. ... You can literally get everything delivered like this.

• neutral fact_claim Unattributed

  This is the infrastructure that we build next to our partners, like a Walmart. This is a Walmart infrastructure.

• bearish criticism Unattributed

  But Walmart, same thing. They're all trying to keep people under this threshold that the benefits would kick in. And they're still wildly profitable.

• bearish fact_claim Ryan Petersen

  walmart announced really high costs this morning and so it's not just small companies but walmart announced their costs were through the roof from supply chain and their stock fell 10 today wiping off 40 billion dollars of market cap this morning

• neutral fact_claim Gabi Lewis

  And so they see that sort of data. And of course, Amazon is by no means a niche health food site, as mainstream as you can get. And so they see that, they see that we're going head to head with not only other healthy cereals and snacks, but the biggest, most mainstream cereals, and in most cases, beating them head to head on Amazon. And to them, that's all the proof they need to give us a shot in store.

• neutral fact_claim Gabi Lewis

  So many of these retailers that we're talking about, for example, Target and Walmart, they have brands maybe in the personal care aisle. So native deodorant, for example, which when they went into Target and then Walmart, three or four times the price of regular deodorant, and it was hugely successful.

• neutral fact_claim Gabi Lewis

  And then after a few years, you'll go to a Target, a Walmart, a more mainstream retailer, and you'll take the data from the smaller retailers. And you'll say, hey, give me a shot, put me in a region. And then the larger retailer will say usually, okay, maybe we'll give you 200, 300 stores trial.

• bullish fact_claim Unattributed

  we've been scaling incredibly fast with Walmart over the last six to nine months

VentureSignalScore 40.3/100 for walmart, composed from 2 of 4 components (emerging formula), discounted ×0.85 for 50% signal coverage