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Takeaways from Walmart’s 2017 Investment Community Meeting: Moving with Speed

Executive Summary

The FGRT team attended Walmart’s 2017 Investment Community Meeting, held near the company’s headquarters in Bentonville, Arkansas, this week. Selected takeaways from the meeting include:

  • Walmart aims to move with speed,acting on a stronger foundation.
  • Walmart seeks to win with both customers and shareholders.
  • E-commerce revenue is expected to grow by 40% in fiscal year 2018.
  • Sam’s Club has identified its typical customer and is working to improve its competitive position.
  • Walmart International aims to offer disciplined growth by executing a strategy for winning in China and providing a differentiated value proposition elsewhere.
  • Walmart US aims to run great stores, be great merchants and build trust with customers.
  • Meeting attendees were invited to tour a couple of Walmart Superstores and see the new “tower of power” in-store pickup tower in action.

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