From A.I. to retail, @Theotrade's Don Kaufman is bearish on all of today's Big 3. He believes technicals are working against Broadcom (AVGO), braces volatility around Walmart's (WMT) earnings, and expects Starbucks' (SBUX) recovery story to take longer than investors expect.
WMT prepares for Q2 earnings release with rising estimates, strong digital momentum and high-margin growth shaping investor decisions.
With Wall Street maintaining a bullish outlook, a positive earnings surprise could drive shares of this leading retailer higher.
Walmart recalls shrimp in 13 states after FDA finds radioactive cesium-137 contamination; ongoing investigation and import alert issued for Indonesian supplier. AI startup Manus achieves $90M annual revenue run rate, positioning itself as a strong OpenAI competitor with advanced autonomous AI agents.
[Note: Walmart's Fiscal Year 2025 concluded on January 31, 2025]
Walmart Inc (NYSE:WMT, ETR:WMT) has recalled several batches of frozen shrimp in 13 US states after regulators found traces of radioactive Caesium-137 in a shipment from Indonesia. The Food and Drug Administration said one sample of breaded shrimp tested positive for the isotope, though the affected product did not reach store shelves.
Shrimp from Indonesia contaminated with man-made Cesium-137 found at US ports, FDA warns consumers not to eat Great Value frozen shrimp.
The 2025 Q2 earnings season continues to slowly wind down, with this week's docket primarily dominated by retail. The period has been resilient, with earnings growth remaining strong and a strong number of companies exceeding quarterly expectations.
One of the many big-name retailers reporting earnings this week is Walmart Inc (NYSE:WMT).
Walmart Inc (NYSE:WMT, ETR:WMT) is set to report its second quarter earnings this week, with Bank of America analysts expecting the discussion to center less on headline numbers and more on the forces shaping the retailer's longer-term trajectory. For Q2, the analysts project adjusted EPS of $0.70 and US comparable sales growth of 3.5% for the quarter, in line with the Wall Street consensus.
Walmart's stock surged past $100 in 2025, driven by defensive positioning amid recession fears and strong investor demand. Tariffs are creating a regressive tax environment, squeezing Walmart's core lower-income customers but potentially attracting middle-income shoppers seeking value. Despite economic resilience, consumer sentiment is weakening, and inflationary pressures may compress Walmart's margins even as sales could exceed expectations.
Looking to invest in retail? Discover how Costco and Walmart compare on growth, strategy and investor appeal today.