Frisbi’s Post

An interesting read not just on Walmart, but the changing environment for retail and business. Amazon is set to pass Walmart as the largest retailer in the next few years if the trajectory continues. The author is focused on traditional retail issues, which are obviously important, but that's not why Amazon is growing faster. AWS is providing the predatory capital, and Amazon's installed base of digital customers provides the potential for growth. Walmart was slow to respond to the e-commerce threat, then did a good job of competing when investors started to lose confidence, but we are in a very different environment now. I thought they were well positioned to achieve growth in healthcare, but that's apparently off the table now. Pretty remarkable situation when the largest retailer can be outspent by several x by the next largest retailer due to an entirely different business in a different industry. Although the two companies compete on many products, they are very different.

In retail, it’s easy to get caught up in following the leader. Take Amazon and Walmart. Walmart built an empire with its groundbreaking supply chain strategy, enabling it to deliver affordable goods to underserved markets and cement its place as the retail king. Then came Amazon, redefining the game with an innovative e-commerce model that brought virtually anything to consumers' doors in two days. Lately, Walmart’s strategy seems to have shifted from leading the industry to following Amazon's lead. Instead of seeking the next big innovation, they’ve focused on playing catch-up—enhancing their e-commerce and investing in tech to mirror Amazon’s success. But when you're constantly reacting to your competition, you're not truly leading. Amazon didn’t surpass Walmart by copying the Walmart playbook; they did it by forging a new path. Real winners set the course, rather than scrambling to keep up. So, are you leading, or are you chasing? #BusinessStrategy #Innovation #Leadership

I recently shared a post by my friend Don “eCommerce” Brett, highlighting the insightful data and infographic created by Joshua Novick. Josh did an excellent job comparing the metrics of these retail giants side by side, shedding light on the fact that Amazon is on track to surpass Walmart as the world's largest retailer in the next year or two. Despite Walmart leading in the true retail sales ($650B vs $400B). The pace at which Amazon has grown since its inception in 1994 is truly remarkable. Achieving $1B in sales by its 5th year, crossing $100B+ by its 10th year, and now positioning itself to overtake Walmart within 30ish years is an incredible feat. Reflecting on the history of Walmart, established in 1962, and the emergence of Amazon in the late '90s, it's fascinating to witness this shift in the retail landscape. Despite the potential future change in the "Fortune 1", the continuous innovation and forward-thinking approach of Walmart under the leadership of Doug McMillion make them a force I would never bet against. I even suspect Walmart already has the plans or acquisitions in place to ensure they retain their top spot. The evolving dynamics between these retail powerhouses serve as a testament to the ever-changing nature of the industry and honestly we (us retail geeks at least) are fortunate to not only bear witness to it, but also be a part (albeit very small) of the story! #Retail #Amazon #Walmart #Innovation

Let's talk about why I believe Walmart is a stellar option compared to Amazon! 🤔🛍️ 1️⃣ First Mover Advantage: 🚀 Walmart, a retail giant with a legacy! Being an early player in the game means established trust, reliability, and a vast customer base. It's like being part of the OG squad! 🤘 2️⃣ Margins & Competition: 💸 Walmart offers a unique edge with less cutthroat competition compared to Amazon. This means better margins for your business, allowing you to thrive and innovate without the constant price wars. 📈 3️⃣ Growing with Walmart: 🌱 Walmart is still expanding its horizons, providing a dynamic environment for your brand to grow alongside it. It's like riding the wave of Walmart's success, propelling your business to new heights! 🚀 Join the Walmart revolution and let your brand soar to new heights! 🌟 Share your thoughts in the comments! 🗣️ #WalmartAdvantage #BusinessGrowth #RetailSuccess 🛒✨

Amazon To Join the Dow Jones Industrial Average, Replacing Walgreens Amazon is set to replace Walgreens in the Dow Jones Industrial Average next Monday, reflecting the evolving nature of the American economy. The move follows Walmart's 3-for-1 stock split. Amazon's inclusion will increase the index's weighting in tech stocks, highlighting its transformation from an online bookstore to a global retailer. Founder Jeff Bezos has been selling billions in stock recently. Despite this, Amazon's shares are up more than 11% this year, while Walgreens shares are down 16%. #Amazon #DowJones #Walgreens #TechStocks #JeffBezos #StockSplit #Economy #Investing

😳Wall Street news: Amazon is set to join the Dow Jones Industrial Average, stepping in for Walgreens. The switch will happen next Monday, February 26, marking a change in consumer retail representation within the Dow. The decision stems from Walmart’s stock split, prompting adjustments. Amazon’s stock rose by 1.3% post-announcement, following an impressive 81% gain in 2023 and an additional 11% uptick since January this year. What are your thoughts on Amazon stock? 🔸Equiity stands by you and your trading experience🔸 . . Your capital might be at risk FSC license: GB21027168 #equiity #cfds #amazon #amzn #stockmarketnews #amazonfinds #amazonprime #nas100 #earnings #earningsreport #technicalanalysis #us30 #dowjones #tradingeducation #jeffbezosquotes #stockmarketnewstoday #dowjonesindustrialaverage #jeffbezos #tradingpsychology #amazonusa #tradingmindset #tradingacademy #tradinganalysis #economiccalendar #tradingplatform #amazondeals #tradingnews #metatrader5 #marketnews

🚨 Walmart Exits JD.com: A Major Shift in China’s Tech Scene! 🚨 In a bold move, Walmart has completely sold off its nearly 10% stake in JD.com, netting around $3.6 billion 💰. This decision caused JD.com's shares to tumble over 10% 📉, echoing the plunge seen when Tencent divested its shares three years ago. Walmart’s strategic partnership with JD.com once seemed crucial in competing against Alibaba, but the landscape has changed dramatically 🌐. With over 400 Walmart and Sam’s Club stores in China 🇨🇳, Walmart is now focusing on its own ecommerce efforts and other diversified retail strategies. Why the exit? 🛒 China’s ecommerce giants, including JD.com, are feeling the squeeze. Growth is slowing 📉, margins are tightening, and even China’s famed 618 shopping festival saw a dip in sales for the first time ever. JD.com’s stock has dropped by a staggering 75% since its 2021 peak 😮. Meanwhile, Alibaba, despite spending billions on buybacks, is trading at just 9x forward earnings, while JD.com is at an even lower 7x. For comparison, Amazon trades at 35x! 💡 What does this mean for investors? The future of China’s tech stocks remains uncertain, with no clear bottom in sight. Walmart’s exit could be a sign of more shifts to come in this turbulent sector. #Ecommerce #ChinaTech #Walmart #JDcom #Investing #TechStocks #Retail #Alibaba #MarketShift

In a move that underscores the ever-evolving landscape of the American economy, Amazon.com Inc. is set to join the Dow Jones Industrial Average (DJIA) on February 26th, marking a significant milestone for the e-commerce behemoth. This decision, announced by S&P Dow Jones Indices, heralds a new era for the prestigious 30-stock average, welcoming Amazon into the ranks alongside industry stalwarts such as Apple, Walt Disney, and Walmart.

Everyone’s talking about Amazon's regional network. [with good reason] Walmart’s building delivery capabilities too. [so is Target] They don’t have to compete at scale with UPS and FedEx to impact the package delivery market. [although maybe Amazon eventually does so] As the big 3 generate AND consume package growth. It takes volume out of the market. Something to watch in 2024. #ecommerce #retailing #logistics

🛍 Amazon is on the cusp of surpassing Walmart as the world’s biggest #retailer, with the online giant’s revenues potentially overtaking its longtime rival over #Christmas. Analysts expect Amazon’s quarterly revenue to come within touching distance of the #US supermarket giant over the crucial festive quarter. A slight overperformance from #Amazon and a modest failure to meet forecasts from Walmart could see the online retailer leapfrog its brick-and-mortar competitor. Amazon has been more valuable than Walmart for almost a decade but the Arkansas-based #supermarket company has continued to post higher sales. Read more here 👇 https://lnkd.in/eB6Ky8_f