Walmart’s Post

🚨 Walmart is making bold moves in the Chinese market! After eight years of partnership, Walmart has sold its 5.19% stake in JD.COM for a whopping $3.74 billion. This decision marks a significant shift in strategy as the retail giant now aims to conquer the Chinese market on its own. 💼 What’s Next? Walmart is doubling down on its presence in China by expanding its logistics capabilities. The plan? To open twice as many warehouses for Sam’s Club, enhancing its supply chain and retail operations across the country. This move will allow Walmart to better serve its customers while maintaining a commercial partnership with JD .com 🔍 Why Now? With the Chinese consumer market experiencing a slowdown and rivals like Alibaba and Pinduoduo intensifying the competition, Walmart is pivoting to strengthen its own operations and drive growth in a challenging environment. Despite market challenges, Walmart saw a remarkable 17.7% sales growth in China in Q2! #China #RetailStrategy #Ecommerce #Logistics #GrowthStrategy #SupplyChain Photo by AURELIEN CHATEAUDON on Unsplash

What is Walmart's strategy for South Africa? This question came up at recent discussions of the SA retail sector. The below points are food for thought and a trader's view only. Here some bullet points about Walmart's strategy. In 2022 #Walmart delisted Massmart. That decision was made instead of selling the business. Massmart had revenues of ca. R19bn in 2022. (Call it >$1bn.) - Small in the Walmart universe. https://lnkd.in/d7HDzPE9 Walmart has estimated total revenues of ca. $648bn in 2024. Ca. 81% of these are in the U.S. Regarding its international strategy, Walmart exited Japan in 2020 and the UK (ASDA) in 2021. It also divested from Argentina and Brazil. (Again, Walmart kept its small operations in SA). Walmart seeks to increase its international revenues from $100bn in 2023 to $200bn by 2028. Talkbusiness.net: Judith McKenna, CEO of Walmart International, made the statement at the retailer’s shareholder’s event in 2023. She admitted it was a bold prediction but said all of the 19 countries in the international portfolio have plans in place to make it happen. Walmart CFO John Rainey reiterated the international goal (June 14, 2023) at the Evercore Consumer & Retail Conference. - Core businesses are in Mexico (ca. $52bn revenues), India and China. How does Walmart grow its revenues? Reuters: McKenna said she expects Walmart's growth to come from implementing the omni-channel strategy globally, scaling existing and new marketplaces in the 19 foreign countries in which it operates, and building a complementary business "ecosystem" like the one it has in Mexico. Besides selling everyday products through brick-and-mortar stores in Mexico, Walmart offers financial services through its Cashi app, telecom services through BAIT and has now started offering healthcare services in the country. Trader’s view: While Walmart is pushing an omni-channel strategy, scale/distribution is nevertheless important. The question for me is, can Walmart grow its revenues coming from SA to a meaningful number within its international operations organically or will Walmart go for M&A?! Especially now that SA is starting to become a self-help story. The bottom-line is that a) Walmart includes SA in its international strategy and b) the current operations are in my view too small in the bigger scheme of things. Right? Any thoughts?

The Evolution of Walmart: From Humble Beginnings to Retail Giant 🚛🇺🇸 Did you know that Walmart, the world's largest retailer, started as a small five-and-dime store? 1962: The Early Days Sam Walton opens Walton's 5&10 in Bentonville, Arkansas. 1969: The First Walmart Walmart's first store opens in Rogers, Arkansas. 1970s: Expansion Walmart expands across the US, reaching 200 stores. 1980s: Logistics Innovation Walmart introduces its logistics and distribution network. 1990s: Global Expansion Walmart enters international markets, including Canada, Mexico, and China. 2000s: Digital Transformation Walmart launches e-commerce platform and embraces digital innovation. Today - Walmart: •⁠ ⁠Employs 2.3 million associates •⁠ ⁠Operates 12,000+ stores globally •⁠ ⁠Generates $524 billion in revenue Lessons from Sam Walton: 1.⁠ ⁠Focus on customer satisfaction 2.⁠ ⁠Invest in logistics and supply chain 3.⁠ ⁠Embrace innovation and adaptability 4.⁠ ⁠Prioritize employee development #Walmart #Retail #Logistics #Innovation #Leadership #Entrepreneurship #supplychain

Here's the LinkedIn-optimized version: Walmart in Mexico: A Strategic International Success Story Walmart's journey in Mexico exemplifies strategic international expansion and localized business excellence. Since entering the market in 1991, the company has transformed retail dynamics by understanding and adapting to local consumer needs. Key highlights of Walmart Mexico's remarkable growth include: • Diverse store formats catering to multiple consumer segments • Strong local brand presence

Acquiring and training a quality store manager has always been a challenge. I don't think they arrived at the king's salary until Walmart 😉 A good manager of a strong store had a nice salary already in the 90s. The store/supermarket works not only because of the good location, but because of the skills of the manager. Sales can be big, but that person will make you profits. He manages people, and retail is primarily people, on both sides👍 #supermarket #storeoperations #retail

Here's the LinkedIn-optimized version: Walmart in Mexico: A Strategic International Success Story Walmart's journey in Mexico exemplifies strategic international expansion and localized business excellence. Since entering the market in 1991, the company has transformed retail dynamics by understanding and adapting to local consumer needs. Key highlights of Walmart Mexico's remarkable growth include: • Diverse store formats catering to multiple consumer segments • Strong local brand presence

The retail renaissance is upon us. After decades in the shadow of more glamorous asset classes, retail is stepping into the spotlight—and it’s happening in a big way. The “Amazon effect” had people running for the hills, but now they’re rushing back in. The fundamentals are impossible to ignore: Vacancy rates are around 4% nationally, tenants are expanding aggressively, and new supply is virtually nonexistent. Here are some examples: -Dollarama: it now plans to operate 2,200 locations by 2034. -Chipotle: Over 300 new stores in 2025. -Starbucks: More than 700 stores last quarter alone. -7-Eleven: Working on 600 new stores in North America. - Tim Hortons: reaching 1,000 stores across the US by 2028. The Canadian coffee chain currently operates 631 outlets across 11 US states. Historically, retail was viewed as riskier, with wider spreads and higher cap rates. But now, the competition should lead to tightening spreads, creating more favorable borrowing terms. This influx of capital is driving momentum across the board, fueling price growth and revitalizing the sector. The smart money is clear-eyed about the opportunity: Retail’s fundamentals are strong, tenants are thriving, and the market is ripe for investment. The retail renaissance isn’t coming—it’s here! #northamericaretail #cre #canadianrealestate #gtarealestate #commercialrealestate #USrealestate #retailstores

🇺🇸 Aldi Plans 800-Store Expansion Across the U.S. by 2028 Discount Retail Chain Aldi USA is embarking on an ambitious expansion plan, investing over $9 billion to add 800 new stores across the United States by the end of 2028. Their strategy involves a combination of new openings and store conversions, including locations in the Southeast that were acquired as part of the divestiture of parent company Southeastern Grocers. Aldi also plans to expand its presence in the Northeast, Midwest, and the West, entering new markets like Las Vegas. CEO Jason Hart emphasizes that this growth is in direct response to customer demand, with a commitment to meet the needs of their shoppers while positively impacting the communities they serve. Read more: https://lnkd.in/e6hTD8Ft #smartdiscount #aldi #usa #expansion #investment #growth #store #drc #discount #marketshare #retail #consulting #discountretail #discountretailconsulting #retailconsulting #google

Walmart is seeking to raise up to US$3.74 billion by selling its stake in e-commerce firm JD.COM. The U.S. retailer is offering 144.5 million JD.com shares at a price range of $24.85 to $25.85 per share, representing a discount of up to 11.8% to JD.com's last closing price of $28.19. According to people familiar with the matter, Morgan Stanley is the broker-dealer for the offering. This share sale marks the end of a partnership between Walmart and JD.com that started in 2016, when Walmart acquired a 5% stake in the Chinese company. Walmart later increased its holdings in JD.com to 10.8%. As Walmart's largest shareholder, the sale signals the conclusion of this strategic alliance. A Walmart representative, a JD.com representative, and a Morgan Stanley representative did not immediately respond to requests for comment. The move comes as Walmart looks to streamline its global operations and focus on its core business. The discounted share sale suggests Walmart is prioritizing a clean break from its investment in JD.com, even if it means accepting a lower price point. This transaction underscores the evolving landscape of global retail partnerships and Walmart's shifting priorities in the Chinese market. #Retail #Investment #Business #Alliance #Partnership I Bloomberg News I Amy O. I

The DJIA hits a historic high, reflecting a robust economic recovery and resilience against challenges like inflation and geopolitical tensions. Meanwhile, households face economic pressures as consumer and wholesale prices continue to rise significantly, impacting inflation rates and economic policies. Sony and Apollo seem hesitant in their bid to acquire part of Paramount as Walmart surpasses Wall Street expectations with a strong first quarter performance. Read more about what we're seeing at the link in profile.