Walmart cov nyiaj tau los saib ua ntej: cov khw muag khoom muaj kev cuam tshuam rau kev nce nqi, tab sis tseem yog tus huab tais ntawm khw muag khoom

Walmart Inc. (NYSE: WMT) yuav tshaj tawm Q4 thiab cov txiaj ntsig puv xyoo rau hnub Tuesday sawv ntxov. Lub khw muag khoom loj yuav raug saib xyuas nyob rau hauv ib puag ncig nyuaj los ntawm kev lag luam thiab kev txhawj xeeb txog nyiaj txiag nyob rau hauv macro thiab micro.

Nkag mus rau hauv tsab ntawv ceeb toom, lub tuam txhab tshuaj ntsuam xyuas qhov chaw Placer.ai tau tawm tswv yim tias Walmart tshwj xeeb yog qhia txog kev hloov pauv.

Walmart yog qhov yooj yim rau kev nce nqi

Raws li Placer.ai txoj kev tshawb fawb, Walmart cov neeg siv khoom nyob rau ntawm qhov qis kawg ntawm kev lag luam spectrum nrog cov nyiaj tau los nruab nrab ntawm tsev neeg ntawm $ 54,800. Qhov no piv rau cov phooj ywg cov phooj ywg BJ's Wholesale Club Holdings, Inc. (NYSE: BJ) thiab Target Corporation (NYSE: TGT) ntawm $62,700 thiab $63,700, feem.

Cov neeg siv khoom siv nyiaj ntsuab zoo li "kev lag luam-down" thaum kev lag luam tsis zoo. Txoj kev tsheb khiav ntawm Walmart tshwm los txhawb qhov kev tshawb fawb no. Raws li Placer.ai, xyoo dhau los-peb xyoos hloov pauv hauv khw muag khoom ntawm Walmart tau nqis 1.9% thaum Lub Kaum Hli 2022, qis 6.5% thaum Lub Kaum Ib Hlis, thiab qis dua 1.2% thaum Lub Kaum Ob Hlis.

Hauv txhua lub hlis, Walmart tau tshaj tawm qhov ua tau zoo tshaj plaws ntawm nws cov neeg sib tw.

Qhov chaw: Placer.ai

Cov duab saum toj no qhia tau hais tias Walmart's Sam's Club unit tau ua haujlwm zoo. Txawm li cas los xij, Q3 cov txiaj ntsig qhia Sam's Club suav txog $ 21.4 nphom ntawm Walmart tag nrho $ 152.8 nphom yog li txhua qhov kev npaj txhij txog lub zog los ntawm Costco tus neeg sib tw tsis zoo li yuav cuam tshuam qhov tsis muaj zog ntawm cov tub ntxhais Walmart hom.

Walmart tseem yog tus huab tais ntawm khw muag khoom

Walmart qhov tsis zoo rau kev txhawj xeeb txog nyiaj txiag tsis yog qhov kev txiav txim siab ua ntej. Invezz qhia xyoo tas los no yuav ua li cas ib qho tseem ceeb khaws cov khoom lag luam yog bullish ntawm Walmart vim hais tias nws yog nyob rau hauv qhov tseeb zoo positioned los tiv thaiv kev nce nqi.

Kev luam tawm hnub Tuesday tuaj yeem muab qee qhov pom tseeb yog tias nws muaj tseeb hauv txoj haujlwm muaj zog los daws cov kev txhawj xeeb ntawm cov neeg siv khoom. 

Txawm li cas los xij, Walmart tseem yog tus huab tais tsis muaj kev sib cav ntawm cov khw muag khoom. Raws li placer.ai, 59% ntawm tag nrho cov kev mus ntsib Walmart, Target, BJ's, Sam's Club, thiab Costco mus rau Walmart.

Ntxiv mus, ntawm 74.4% thiab 92.1% ntawm cov neeg tuaj saib rau lwm lub khw muag khoom loj tau mus xyuas Walmart khw tsawg kawg ib zaug hauv 2022. Ntawm 21.3% thiab 44.5% ntawm cov neeg tuaj xyuas Walmart tsawg kawg yog 12 zaug hauv ib xyoos. Placer.ai sau ntawv:

Qhov no tag nrho qhia tau hais tias Walmart tseem yog qhov zoo tshaj plaws los tuav nws lub zwm txwv raws li Asmeskas lub khw muag khoom loj txawm tias muaj kev sib tw nruj. 

Tau qhov twg los: https://invezz.com/news/2023/02/20/walmart-earnings-preview-retailer-vulnerable-to-inflation-but-remains-king-of-retail/