Walmart's 14% six-month slide improves its entry point, but premium valuation, cost pressures and weaker estimates argue for patience.
Today's most consequential retail technology investments have little to do with making things better, and more to do with redesigning them entirely. Walmart is rolling out tap-to-pay across its U.S. stores, opening checkout to Apple Pay, Google Pay, Samsung Pay, contactless cards and wearables after years of steering shoppers toward its own payments ecosystem.
Walmart is reportedly expanding its restaurant delivery program with a new partnership with Papa John's. As Bloomberg News reported Thursday (Sept.
Walmart NASDAQ: WMT is expanding its advertising business beyond traditional retail media by building self-service tools, broadening its connected-TV capabilities and pursuing more advertising opportunities both inside and outside its shopping ecosystem, Walmart Connect U.S. General Manager Ryan Mayward said at the Goldman Sachs Communacopia + Technology Conference.
There are some opportunities for the company to tackle in streaming, but perhaps not as many as once hoped when Walmart acquired Vizio.
Walmart's fast-growing ad business boosts its higher-margin mix as digital sales scale, though Vibe costs are likely to pressure fiscal 2027 profit growth.
The summer's biggest retail sales events did more than create a larger shopping crowd. Their overlap also changed who showed up, how much they spent and how consumers moved between retailers.
SmartCentres trades near NAV, with a fair value per unit of C$35 and current price reflecting a higher discount rate scenario. SRU.UN's AFFO covers its 6.75% yield, with surplus supporting development; recent lease renewals show positive spreads, notably 12% excluding anchor tenants. Refinancing C$550M unsecured debt in 2027 at higher rates will raise annual interest cost by C$5.5–6M, but maturities are well-staggered.
Walmart's plan to start delivery from Dunkin' to customers homes builds on a deal earlier this year for Subway sandwiches, throwing down the gauntlet at rival food delivery services like Uber Eats and DoorDash. Walmart's biggest advantage is 90 percent of Americans are within 10 miles of one of its stores, and the biggest benefit Walmart gets may be incremental and more frequent grocery orders.
Walmart's move into restaurant delivery is another expansion from selling general merchandise. Since Sam Walton, the retail giant has placed big bets on new lines of business inspired by others.
The next retail battleground may be the few seconds between receiving a suspicious notification and clicking it. Amazon on Wednesday (Sept.
Walmart has announced an addition to its three-month-old restaurant delivery service. After teaming with Subway on deliveries in June, the retail giant announced Thursday (Sept.