Amazon, Meta, and Alphabet are pour billions into AI. Walmart could borrow their massive capital expenditures to transform itself. ...

-- Big Grocery Chain Kroger Needs to Take on Walmart—So It Named an Alum Its CEO [Dow Soars 1,200 Points, Hits 50K for 1st Time][Chip Stocks Soar as Demand Is 'Through the Roof'][What's Next for Crypto After a Rough Week?][The Job Market Freeze Has Deepened This Winter]- Top StoriesKroger's new CEO, John Foran, previously ran Walmart's U.S. operations.Brandon Bell / Getty ImagesClose### Key Takeaways- Foran may be inclined to focus on the basics first, but he will need to look at Kroger's e-commerce strateg ...

How In Invest In Stocks: Technical Analysis From William O'Neil Archive | Investor's Business DailyBREAKING: [Stocks Open Tightly Mixed As Oracle Soars, Intel Stumbles]---Welcome to the latest edition of the How To Invest newsletter from Investor's Business Daily. We invite you to explore case studies of some of the best stocks of all time. Featuring companies like Walmart (WMT), Cisco Systems (CSCO), Apple (AAPL) and more, each story details fundamental and technical analysis written by the late William O' ...

US stocks turned higher on Monday, after a turbulent week that ended with the Dow closing above 50,000 for the first time as investors face another busy schedule of earnings and economic data. The S&P 500 (^GSPC) rose around 0.5%, while the tech-heavy Nasdaq Composite (^IXIC) gained nearly 1%. The Dow Jones Industrial Average (^DJI) hovered around the flatline, keeping above its milestone. Wall Street continues to debate the AI disruption risk to software companies, with a sharp decline in shares of Mon ...

深圳福田的打工人最近又多了个宝藏打卡地！沃尔玛和小红书联名的全国首家玛薯社区店一开业就挤爆 了，春节采买的人潮一波接一波，香菜味酸奶、星球坚果薄脆、获奖瑰夏黑咖啡这些联名款被疯抢， 500㎡的小店藏着"一日五餐"的所有美好，步行就能实现品质生活自由。 谁能想到，曾经的"大卖场巨头"沃尔玛，如今把社区店玩出了新花样？"玛薯"一月双店落地的速度、刷 爆社媒的联名品、家门口就能享受到的全球好货，这波操作不仅让深圳人直呼"太懂我"，更让行业看清 了沃尔玛的转型逻辑：不追盲目扩张的"广度"，而做深耕细作的"深度"与"厚度"，这才是抓住消费者心 智的终极密码。 逛"哭"深圳打工人！这家社区店也太懂生活了 福田花样年的这家玛薯社区店，刚开业就成了社区"顶流"，周边居民，不管是双职工家庭还是单身白 领，来了就不想走，逛上一圈才发现：沃尔玛把"城市大众中产的日常需求"摸得透透的。 玛薯社区店的爆火，不是偶然，而是沃尔玛深耕社区的必然结果。在零售行业还在盲目拼门店数量、拼 覆盖范围的当下，沃尔玛却喊出了"服务好一个社区的温度与深度，远比盲目扩张覆盖一百个地址更有 长期价值"的口号，这种"反内卷"的打法，藏着硬核的商业智慧。 50 ...

Market Overview - The S&P 500 and Nasdaq Composite declined by 0.1% and 1.9% respectively, while the Dow Jones Industrial Average increased by 2.5% last week, indicating a mixed performance across major indexes [1] - The divergence in market performance was attributed to a rotation in investor preferences rather than overall market weakness, with rising Treasury yields making high-valuation growth stocks less appealing [1] Sector Performance - Optimism regarding economic resilience led to increased buying in cyclically sensitive and defensive sectors, with industrials benefiting from infrastructure and manufacturing strength, financials gaining from higher yields, and energy rising with firmer oil prices [2] - This shift underscores a focus on earnings stability and tangible cash flows among investors [2] Zacks Research Performance - Kennametal Inc. (KMT) shares surged by 44.8% since being upgraded to a Zacks Rank 1 (Strong Buy) on December 8, outperforming the S&P 500's 0.7% increase [3] - Inventiva S.A. (IVA) also saw a return of 42.4% since its upgrade to Zacks Rank 1 on the same date [4] - An equal-weight portfolio of Zacks Rank 1 stocks outperformed the equal-weight S&P 500 index by 7 percentage points, returning 17.81% compared to 10.85% for the index [4] Zacks Recommendations - Clearway Energy, Inc. (CWENA) and Pursuit Attractions and Hospitality, Inc. (PRSU) saw share increases of 16.7% and 5.4% respectively since their upgrades to Outperform on December 10 and December 11 [6] - The Zacks Recommendation system aims to predict stock performance over the next 6 to 12 months, based on trends in earnings estimate revisions [7] Focus List and Portfolios - Celanese Corporation (CE) gained 32.9% over the past 12 weeks since being added to the Zacks Focus List, while Intellia Therapeutics, Inc. (NTLA) returned 29% over the same period [9] - The Zacks Focus List portfolio returned 22.1% in 2025, outperforming the S&P 500 index's 17.9% gain [10] - The Earnings Certain Admiral Portfolio (ECAP) returned -1.67% for 2025, underperforming the S&P 500 index's 17.9% gain, but had a return of 16.26% in 2024 compared to the S&P 500's 24.89% [14] Dividend Portfolio Performance - Illinois Tool Works Inc. (ITW) and Fastenal Company (FAST) returned 19.6% and 16.8% respectively over the past 12 weeks, benefiting from investor interest in quality dividend stocks amid market volatility [16] - The Earnings Certain Dividend Portfolio (ECDP) returned -0.6% for 2025, underperforming the Dividend Aristocrat ETF's 6.8% gain [17] Top 10 Stocks Performance - Monolithic Power Systems (MPWR) increased by 31.4% since January 5, 2026, compared to the S&P 500 Index's 1.1% increase [20] - The Top 10 portfolio has produced a cumulative return of 2,472.7% since 2012, significantly outperforming the S&P 500 index's 561.6% return [21]

本文源自：金融界AI电报 瑞穗银行：将沃尔玛(WMT.N)目标价从125美元上调至137美元。 ...

沃尔玛的转型绝非单一渠道或产品的单点突破，而是围绕城市 大众中产家庭的核心诉求，通过渠道调整、产品开发、生态合 作等系统性工程实现的全面升级。 近期，零售圈有个现象级的大事件——沃尔玛与小红书联名了！不到一个月的时间，沃尔玛在深圳 密集开出两家与小红书联手打造的"玛薯"系列新店。 全国首家"玛薯社区店"落地深圳福田区，延续沃尔玛社区店的核心模型，聚焦社区场景，精选 2000多款商品，聚焦一日五餐。早前，沃尔玛宣布与小红书达成深度合作，联合推出近20款联名 新品，并联手打造首个创新零售体验空间 – "玛薯店"；此前开业的深圳蛇口"玛薯店"打造了包括 成分安心岛、宝藏新品岛在内的八大"兴趣岛"，重构商超动线设计、消费场景。两家门店定位鲜 明、各有侧重。通过此次合作，沃尔玛与小红书联手打通线上线下全链路，将线上种草体验搬到线 下，实现"种草—体验—购买"的消费闭环。 尼尔森近期发布的中国零售市场趋势报告指出，中国零售市场正迈入关键重塑期，增长关键将不再 是比拼人流量、渠道覆盖或价格补贴，而是能否精准满足消费者"与我相关"的产品及情绪需求。 什么是"与我相关"？从商超零售的实践维度看，这不仅意味着我的需求被看见、被满 ...

Core Insights - Walmart has appointed John Furner as the new CEO, succeeding Doug McMillon, marking a significant leadership transition within the company [2][8] - Both Furner and McMillon began their careers as hourly workers at Walmart, reflecting the company's culture of promoting from within [2][10] - Under McMillon's leadership, Walmart transformed from a traditional retailer to a technology-driven growth company, achieving significant revenue growth and market expansion [10][12] Group 1: John Furner's Background and Vision - John Furner has deep ties to Walmart, having started as an hourly worker in 1993 and gradually rising through various positions, including CEO of Sam's Club and Walmart U.S. [5][6] - His leadership style emphasizes listening to frontline employees and addressing operational challenges, which has earned him widespread recognition [5][6] - As CEO, Furner plans to invest $8 billion over three years to upgrade the supply chain, aiming for a 95% accuracy in automated replenishment and increasing international revenue to 28% [7][12] Group 2: Doug McMillon's Achievements - Doug McMillon led Walmart through a transformative period, focusing on employee investment and digital transformation, which significantly improved employee satisfaction and customer experience [10][12] - Under his tenure, Walmart's total revenue exceeded $681 billion, a 43% increase since 2014, and the company saw a 312% rise in stock price [12] - McMillon expanded Walmart's international presence and initiated a digital strategy that integrated online and offline sales, resulting in the first profitable year for online business in 2025 [11][12] Group 3: Walmart's Market Position and Future - Walmart's market capitalization surpassed $1 trillion, driven by e-commerce growth, advertising revenue, and investments in AI technology [15][17] - The company transitioned its stock listing from the NYSE to NASDAQ to align with its technology-driven growth strategy [15] - AI is positioned as a core engine for Walmart's long-term development, with significant investments in supply chain automation and customer service enhancements [15][16]

展望未来，在中国提振消费政策效应加速显现、消费结构持续优化升级、新型消费场景进一步涌现等共 同作用下，中国市场的消费潜力、活力还将不断释放，那些真正融入中国、深耕中国、依托中国的外资 企业，将在这片充满机遇的热土上收获长期价值，共享发展红利。 （文章来源：经济日报） 值得关注的是，沃尔玛近日成为全球首家市值突破1万亿美元的零售商，体现出零售业拥抱新技术新业 态的重要性。沃尔玛股价过去1年上涨近26%，达到万亿美元市值的重要里程碑背后，是其在过去5年持 续加码电商与新业务布局，不断提升配送效率与库存周转。以沃尔玛中国为例，其电商销售额占比已经 超50%，近八成数字订单能够实现"小时达"。在业绩方面，中国市场表现尤为突出，持续领跑其他区域 市场，这是沃尔玛业务增长的主要驱动力。 中国市场已经成为外资企业技术迭代、模式创新的战略支点。一方面，中国消费市场规模不断迈上新台 阶，超大规模市场优势逐步显现。2025年，中国社会消费品零售总额规模超过50万亿元，比上年增长 3.7%，网上零售额比上年增长8.6%。另一方面，中国市场创新活力不断提升，以即时零售、直播带货 等为代表的消费新业态新模式蓬勃发展，成为新增长动能。对 ...