Traffic and ticket, and which one is doing the work
It traded at 32.72, +0.52% today. Same store sales growth built on price rather than footfall has a shelf life.
Free 3 min read
CMGWMT
Stock
WMT
WMT
Delayed
Notes mentioning WMT
4Membership economics are the most underrated moat in retail
The stock traded at 910.51, -0.32% on the session. The interesting question about a membership retailer is never the margin on what they sell.
Free 3 min read
COSTWMT
A retailer with an ad business sells its shelf space twice
Brands pay the retailer to stock their products. Now they also pay to be seen by the retailer's shoppers, and that second sale has much higher margins.
Free 2 min read
Share gains from wealthier shoppers are real, and already paid for
Why I think the share gains are priced, and what would prove me wrong.
Paid 2 min read