| | | | Subprime Lender Bankruptcy?
First, don’t miss today’s Daily Chart Setup trade idea down lower in this newsletter.
While Fed Chair Jerome Powell announced an interest rate reduction, a mid-sized subprime auto lender just went bust with $2 billion outstanding.
Come join me as we dive in and see what’s moving!
Plus, as always, we have stocks popping and dropping so come find out what is moving this morning as I look for stocks and do some live premarket analysis on SPX, SPY, NDX, QQQ, Russell, IWM and other stocks that are potential plays for the day.
— — —
Walmart vs. Amazon: The Race for Fastest Delivery — and 20% Upside for WMT?
Something fascinating happened at Goldman Sachs' recent retail conference that most investors completely missed — and it could reshape how we think about retail investing.
While everyone's been obsessing over AI and the latest tech darling, Walmart (WMT) quietly revealed it can deliver to 94% of American households in three hours or less, with 25% of orders arriving in 30 minutes.
That's faster than your pizza guy and more reliable than most takeout apps.
Here's what caught my attention…
This isn't just about speed. It's about psychology. When customers experience that kind of convenience, they start ordering everything from Walmart — not just groceries.
They're transforming from a grocery store into an “everything store” right under Amazon's (AMZN) nose.
The Numbers Don't Lie
The recent Q2 results tell the real story. Revenue climbed 4.8%, while e-commerce exploded 25% globally. But here's the kicker — their advertising business surged 46%, and Walmart Plus membership income jumped 15.3%.
Those aren't just growth numbers. They're ecosystem numbers. Walmart isn't trying to beat Amazon at Amazon's game — it’s playing an entirely different sport.
Walmart is the largest grocer in America, and groceries move fast. We all have to eat. That's its secret weapon — necessity drives frequency, and frequency builds habits.
Once you're ordering groceries for 30-minute delivery, suddenly you're adding household items, electronics and everything else to that cart.
The Smart Money Play
Trading around $100, analysts are targeting $111 with some calling $127 — that's potential 20% upside for a company most people think of as boring retail.
But here's what really excites me about this setup: Walmart is putting QR codes on select marketplace items in their physical stores.
Walk into any Walmart, scan a code on something interesting, and boom — you've got access to their entire online catalog. They've turned every physical location into a showroom for their digital marketplace.
That's not just smart — that's the kind of competitive moat that builds generational wealth for shareholders. They're using their 7,400 price rollbacks and massive physical footprint to create something Amazon can't easily replicate…
The bridge between digital convenience and physical presence.
This isn't about revolutionary technology or the next big thing. It's about execution, logistics and understanding customer behavior.
Sometimes the best investments are hiding in plain sight.
Now be sure to join me live at 9:15 a.m. ET for “Morning Monster,” my market-open livestream on YouTube!
| | | | |
|
|
0 Response to "Walmart vs. Amazon: The Race for Fastest Delivery — and 20% Upside for WMT?"
Post a Comment