Walmart

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• neutral fact_claim Unattributed

  our prices are going up, but Walmart is not letting, they're like holding the line and we're not, they're not paying more for our launchers. And if we want shelf space at Walmart, we have to eat the price itself.

• neutral prediction Unattributed

  But it raises all sorts of thorny questions about who's going to be holding the bag if your agent buys something you didn't want it to buy, for example. Walmart is going to say no, but Muse is also going to say no.

• neutral fact_claim Unattributed

  We know that Walmart is building up sort of separate infrastructure so that you can register your agent, basically.

• bullish prediction Unattributed

  Walmart, obviously going to be a technology company, an AI company. So super excited for them.

• bullish assessment Unattributed

  You have Walmart, which is very sort of similar right now. Hasn't, you know, hasn't taken that step. And in fact, you might argue that if you are one of the largest retailers on earth with the best last mile delivery, that this is all good for you.

• neutral assessment Unattributed

  The second was to grow big, sell goods that are available in infinite supply, remind you of the everything store? And compete ruthlessly on price. This ladder path was essentially what every single one of his competitors was attempting. They would spend the next decades scaling up to carry bigger and bigger inventories, gobbling up larger and larger warehouse spaces, forever looking over their shoulders at competitors and trying to shave down costs. He saw his own ruin there. The biggest chain i

• neutral fact_claim Unattributed

  Sam Walton bragged about it in Made in America about we could get this, you know, incredible number of, I don't even remember what that thing was, but build a pyramid of them in the parking lot and blow them out to get people to come and participate in the spectacle.

• neutral fact_claim Unattributed

  Which, for listeners, if you want those numbers today, Costco's average hourly wage is $26 and Walmart's is $19.50.

• neutral fact_claim Gary Vaynerchuk

  The Big Box store Walmart Costco right these companies didn't have to it was about price it was about convenience social Equity is going to matter

• neutral fact_claim Unattributed

  the reason they did this is uh there was a lot of pressure for retailers to carry the iPod if you remember a few years ago this was a huge traffic driver was brought a lot of footfalls into the store but what happened when you know Walmart Best Buy started selling iPods they stopped selling CDs right because people basically cannibalized themselves they killed it they killed the CD they killed that department right so they weren't going to make that mistake again that they want to sell TVs that

• neutral fact_claim Unattributed

  this is new for Walmarts of the world they get to actually participate that's right in the television economics after selling the TV

• neutral fact_claim Unattributed

  I think it helps it's not it's not a requirement but either you might be an an trust actually to be a requirement but they're putting pressure on them I think it's something that gets you Curry's favor with the Manu with the retail maybe put your TVs up front

• neutral fact_claim Unattributed

  what I've heard about the buyers at Walmart and Best Buy is that they're putting a lot of pressure on the manufacturers to basically say you got to we can't sell TVs unless they have Netflix built in unless they come with Wi-Fi and by the way you know Walmart also owns Voodoo which is a movie rental service right so they'd like manufacturers to put voodoo in all their TVs

• bullish assessment Simon Mainwaring

  walmart has done a wonderful job of reducing its carbon footprint in the last year by reducing up to 30 percent as part of the sustainable apparel coalition which was started by patagonia

• neutral fact_claim John Grady

  country music was the first music sold in Walmart it'll probably be the last music sold in walmart it just happens to be where are where our fanbase lives

• neutral fact_claim Unattributed

  and then you're up against Walmart yep and Walmart seems to get that job done pretty well they do they do a good job

• neutral assessment Jonathan Strauss

  the Hypermarket now their goal is to leave as little a profit for its product prod users as possible and in a perfect world what they'd like to do is sell Walmart bars and they would look and feel and taste like snicker bars they're Walmart bars because on Walmart bars they get uh you know much better margin

• bullish endorsement Jeff Lawson

  Walmart uh is using us for a bunch of of various uh like SMS campaigns they did a really cool thing uh last year they're doing it again this year they spoke at our conference last month about uh I can't the exact name of it's probably going to escape me I'm probably going to get wrong it's something about like vote for what goes on our Shelf it was more creative than that right um but the idea is they have a bunch of new products that they're considering carrying in the stores and they let consu

• neutral assessment Unattributed

  part of the bottleneck that we're getting a little bit now is like you know convincing Pharma to change is is hard

• bullish fact_claim Unattributed

  these deals that you're doing with the Pharma companies those are millions tens of millions of dollars in value

• bullish fact_claim Unattributed

  we're selling a lot and we have a lot of customer like we're growing all the time

• bullish fact_claim Unattributed

  we have 850,000 people in 23 M community and they're all bio Banks most of them are biobanks so like one we could just sequence all $850 th000 people at some point

• bullish assessment Unattributed

  we were quite close pre FDA letter we were quite close we were really on that Brink

• bullish assessment Unattributed

  we have a long-term vision and one of the things that happened actually after that FDA letter is we went to go see different people in Regulatory and and they're like look like this is probably going to be a really net positive thing for you and um and if you have that 10-year Horizon and you build towards that this is going to be an incredible product and opportunity like what we have done here is like defining a direct to Consumer channel that will have an FDA clearance and I think there's a m

• bullish assessment Anne Wojcicki

  the fact that Walmart is putting physicians in their stores and I go to Walmart three time or I don't but like you go to Walmart three times a week the average American so you're going to Walmart at a time you buy your food there like your lifestyle if health is really part of your lifestyle then you have to make it part of where you are living your life right and no one wants to go to their hospital or their doctor's office so I think that Revolution is totally changing

• neutral fact_claim Julie Fredrickson

  25% of revlon's Revenue comes from Walmart so as soon as they start moving away Walmart has a lot of Leverage over them

• neutral assessment Julie Fredrickson

  25% of revlon's Revenue comes from Walmart if I were Revlon I would be [ __ ] the bed with that stat shouldn't like Walmart just come out with their own house brand or have they so Walmart's doing some not I think a woman would particularly want to put on Walmart mascara it probably wouldn't be my first choice

• bearish fact_claim Unattributed

  It's about an eighth the size of Amazon.

• neutral prediction Unattributed

  It's still super early. It's nascent, you know, whether Walmart can actually allow him to build something internally.

• neutral assessment Unattributed

  Marc is one of the very few out there who has competed with Amazon, worked for Amazon, competed with Amazon again. He knows where the bodies are buried.

• neutral assessment Unattributed

  They really need a, you know, a very smart, accomplished e-commerce person to build and run this business. And there aren't that many of them.

• bearish criticism Unattributed

  They got caught up on the minutiae of the deal and the fact that Amazon was going to price diapers down to zero.

• bearish criticism Unattributed

  Walmart had whiffed on diapers.com, and yes, pun intended there, had whiffed on Quidzy back six years ago when Amazon ultimately bought it.

• bearish fact_claim Unattributed

  Walmart.com's been around since 2000, has never bridged the gap with Amazon.

• bearish assessment Unattributed

  the obvious argument is that was desperation on Walmart's part.

• bearish criticism Douglas Rushkoff

  it's the same sort of strategy that a Walmart will take where you go into a neighborhood undercut everybody become the sole employer and drain the money out

• neutral fact_claim Unattributed

  Event. So it was at Walmart. Oh, I got you. Walmart had a campaign called Greenlight Event, and we lit up everybody at the CMAs.

• neutral prediction Robert Scoble

  maybe target or Kroger's or Walmart says you know what we need to build a block to at least keep because right now I'm not sure exactly what America or provide an alternative because your amazon owns my kitchen right

• bullish assessment Unknown Speaker

  Walmart buying jet hmm to give Walmart the the digital juice ba yeah to go after Amazon would be clever

• bullish assessment Unattributed

  if you can get these in slipstream formation the fuel savings were even higher also when they actually desi train up it one right behind the other yeah and gets pulled along by create this is the draft yeah so if you get three or four of those in transit then it's highly efficient

• neutral assessment Unattributed

  that supercharger at the Walmart station could also since they put that infrastructure in charge from regular Tesla's

• bullish assessment Unattributed

  what's really interesting about your point pure engine never considered if Walmart has a supercharger at it then when they're parked to unload their charge you are loading yeah and so the cost savings on this could be twenty thirty percent

• bullish assessment Unattributed

  if they can partner with big companies like a Walmart Walmart and that have defined routes right they may have a couple of big routes that they go from a distribution one distribution point to another from a port or something like that and then make sure that they have the supercharging infrastructure all along the way that actually gives them a way

• bullish fact_claim Unattributed

  Walmart or somebody said they were gonna buy

• 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