Cov kws tshaj lij xaiv ib sab ua ntej ntawm cov khw muag khoom khwv tau nyiaj

Walmart Inc (NYSE: WMT) yog qhov kev xaiv zoo dua rau kev lag luam poob qis uas yuav los dua li nws cov phooj ywg Target Corporation (NYSE: TGT), hais tias Steph Wissink. Nws yog Thawj Tswj Hwm ntawm Jefferies.

Wissink tiv thaiv nws xaiv ntawm CNBC's 'Power Lunch'

Wissink nyiam Walmart qhov ntawd txo nws txoj kev taw qhia Lub hli tas los no feem ntau vim nws tau tsom mus rau "staples" ntau dua li "kev txiav txim siab" cov khoom. Ua nws rooj plaub no tav su CNBC's "Power Lunch", nws hais tias:

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Ntawm Walmart lub khw muag khoom, uas sib tw ncaj qha nrog Target, ib qho uas peb nyiam yog kev lag luam sib xyaw. Nws yog 65% xav tau thiab khoom noj khoom haus uas nyiam ua tus yeej hauv kev lag luam.

Walmart tau teem sijhawm tshaj tawm nws cov txiaj ntsig Q3 thaum Lub Yim Hli 16^th. kev pom zoo yog rau cov khw muag khoom loj kom khwv tau $ 1.60 ib feem (qis 10% YoY) ntawm $ 149.96 billion hauv cov nyiaj tau los (nce 6.4% YoY).

Cov khoom lag luam poob qis li 17% piv rau qhov pib xyoo 2022.  

Walmart nthuav tawm kev koom tes nrog Paramount Global

Tsis tas li nyob rau hnub Monday, lub khw muag khoom behemoth tau hais tias cov tswv cuab ntawm nws qhov kev ntseeg siab (Walmart +) tam sim no yuav muaj kev nkag mus rau Paramount + (kev pabcuam streaming) - a kev sib koom tes uas rov hais dua nws txoj kev cog lus rau kev sib tw Amazon.com Inc.

Wissink kuj nyiam Walmart raws li nws tau nthuav dav rau hauv fintech, kev kho mob, thiab lwm yam kev pabcuam uas ua rau nws ntau dua "ntau-seem" hais txog cov txiaj ntsig. Nws kuj tau sau tseg tias:

Peb pom lawv noj cov nqi nce ntxiv tab sis tseem nthuav cov nqi sib txawv. Yog li, nyob rau hauv txoj haujlwm los koom nrog hauv pawg loj uas tseem ceeb tshaj plaws rau cov neeg siv khoom txhua lub lim tiam lawv mus tom khw.

Wall Street xav kom koj yuav Walmart Tshuag uas yog trading ntawm PE ntau ntawm 28.49.