Ishan Kumar’s Post

Walmart's "Everyday Low Price" promise faces scrutiny as it gears up to announce its quarterly results following Amazon's caution about shifting consumer behavior towards bargain hunting. The retail landscape is witnessing a shift towards discount shopping as Americans shy away from big-ticket purchases. With its extensive scale, Walmart holds significant negotiating leverage with vendors, offering competitive prices that could appeal to cost-conscious shoppers steering clear of high-end stores. Wall Street anticipates a moderate 4% uptick in Walmart's quarterly revenue, marking its slowest growth rate in nearly two years. In contrast, Amazon reported a deceleration in online sales growth and projected lower-than-expected revenue for the current quarter. Major consumer packaged goods companies also signal a slowdown in their results. Despite the challenges, Walmart stands out with efficient inventory management and a diverse product range, positioning itself as a compelling shopping hub. Traditionally, the second quarter tends to be subdued for retailers, with sales typically picking up momentum in the latter part of the year. Notably, both Walmart and Amazon have surpassed the S&P 500 performance this year, with Walmart's shares up 33% and Amazon's up 21%, compared to the index's 14% gain. Following Amazon's 10% decline, Walmart's shares also dipped by 2%. #usretail #walmart #amazon #retailearnings

Walmart is growing rapidly let's discuss some questions related to Walmart. 𝐖𝐡𝐨 𝐢𝐬 𝐁𝐢𝐠𝐠𝐞𝐫 𝐖𝐚𝐥𝐦𝐚𝐫𝐭 𝐨𝐫 𝐀𝐦𝐚𝐳𝐨𝐧? For years, Walmart has held the title of America's biggest retailer by revenue, with sales reaching $648 billion last year. But Amazon is closing in fast with $575 billion in revenue, growing at a rate of 12% compared to Walmart's 6%. If this trend continues, Amazon could soon overtake Walmart. 𝐖𝐡𝐨 𝐢𝐬 𝐭𝐡𝐞 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐨𝐫 𝐟𝐨𝐫 𝐀𝐦𝐚𝐳𝐨𝐧? Amazon. Without a doubt, the Seattle-based eCommerce retailer is Walmart's top competitor right now. As of 2022, Walmart's total equity is $91.891 billion. For the fiscal year 2022, the company's revenue increased by 2.43%, reaching $572.745 billion. 𝐂𝐚𝐧 𝐀𝐦𝐚𝐳𝐨𝐧 𝐨𝐯𝐞𝐫𝐜𝐨𝐦𝐞 𝐖𝐚𝐥𝐦𝐚𝐫𝐭? Extending the analysis to a 13-year period (2010–2023), Amazon's CAGR stood at an impressive 24%, compared to 3% for Walmart and 5% for the broader US retail industry. In Q4 2024, Amazon's quarterly revenues could surpass Walmart's for the first time. 𝐖𝐡𝐨 𝐨𝐰𝐧𝐬 𝟓𝟏% 𝐨𝐟 𝐖𝐚𝐥𝐦𝐚𝐫𝐭? The Walton family is the largest shareholder of Walmart, holding 50% of the company's shares. The Walton family acquired such high ownership of the company because they are the descendants of Sam Walton, who founded the company. The family received a majority of the shares via inheritance and made additional purchases. 𝐇𝐨𝐰 𝐏𝐫𝐨𝐟𝐢𝐭𝐚𝐛𝐥𝐞 𝐢𝐬 𝐖𝐚𝐥𝐦𝐚𝐫𝐭? Walmart's 2021 gross yearly profit increased 7.3% from the previous year to $138.84 billion. In 2022, the company's profits rose by 3.54% to hit $143.75 billion, while annual gross profit for the year ended January 31, 2023, was $147.57 billion, a 2.65% rise from 2022. #EcommerceSolutions #EcommerceDevelopment #OnlineStoreOptimization #DigitalTransformation #CustomerCentric #EcommercePlatform #USA #UK #Canada #EcommerceGrowth #BusinessExpansion #EcommercePartnerships #EcommerceServices #ETrix

📈 Walmart recent earnings report revealed a triumphant surge to an all-time high. They beat quarterly earnings and revenue estimates, and reported a 22% e-commerce growth in the U.S. 🚀 Now, why is this interesting for Amazon sellers? 🤔 Walmart's success didn't just come from high-income shoppers. They’ve made significant strides with their online business, gaining traction with store pickups, delivery of online orders, and a growing third-party marketplace. 📦💻 The company's CFO, John David Rainey, revealed an interesting insight - the widening gap between the price of cooking at home and eating out is boosting Walmart's grocery business. 🍲🍔 This suggests that convenience and price are key drivers for consumers right now. As Amazon sellers, it's crucial to take note of these trends and adjust strategies accordingly. 🎯 But here's the real kicker. 🥁 For the first time, Walmart's delivery business surpassed its store pickup in terms of volume. This shows that consumers are increasingly choosing convenience over in-store experiences. 🏪🚚 Think about it. How can you provide more convenience to your customers? Can you streamline your delivery process or offer more flexible pickup options? 🤔💡 Finally, Walmart's expansion into advertising and subscription-based services like Walmart+ lifted its profits this quarter. This highlights the importance of diversifying income streams and exploring new business models. 💼🆕 As Amazon sellers, we can learn a lot from Walmart's success. Whether it's prioritizing convenience, adjusting pricing strategies, or diversifying business models, there's always room for growth and innovation. 💡🌱 Remember, competition breeds excellence. Keep an eye on your competitors, but more importantly, keep an eye on your customers. They're the ones who will drive your success. 🎯🚀 #ecommerce #walmart

💼 Maximize Your Business Potential with Walmart Marketplace! Excited to share a snapshot of our recent success on Walmart WFS, where our account revenue is soaring! 📈 If you’re selling on Amazon, it’s time to consider expanding to Walmart. The Walmart Marketplace offers incredible benefits, including: 🔹 Less Competition: With fewer sellers, your products have more visibility. 🔹 Loyal Customer Base: Walmart shoppers trust the brand and are ready to buy. 🔹 Fast Growth: Walmart’s e-commerce platform is growing rapidly, opening new opportunities. 🔹 Cost-Effective: Lower fees compared to other platforms, helping you keep more of your profits. Expanding to Walmart isn’t just an option—it’s a smart move to diversify and grow your business. 👉 Ready to make the shift? Let’s discuss how I can help you succeed on Walmart! #WalmartMarketplace #EcommerceGrowth #OnlineSales #BusinessExpansion #WFS

Neil is far wiser than I. I believe his points are valid at the same time I 100% believe Amazon is a monopoly. They are on track to capture 40% market share of all e-commerce in USA. This is the 1st definition that popped up on Google for monopoly “A business monopoly is a market structure where a single company or entity has a significant amount of control over a market for a product or service, limiting competition and allowing the company to dictate prices.” Although Amazon does not dictate retail prices they obviously dictate their seller and fulfillment fee structure which is beyond obscene and there is nothing one can do about it. Also, new sellers need to spend up to 40% of revenue on advertising to get noticed, volume increase and great reviews. I am working on an e-commerce start-up and margins run minimum 15% less on Amazon than DTC and I think with proper social media influencer strategy you can drive higher margin brand forward revenue. I don’t have exact figures but I believe factories in china and India that sell directly on Amazon drive a tremendous amount of revenue selling 100% polyester garbage at rock bottom prices (PS don’t take that to mean that China or India don’t make beautiful quality when they do). I have question for Neil - what are your thoughts if in 5 years they have 60-70% market share? #retail #retailnews #amazon #monopoly #antitrust #FTC #ecommerce

In its complaint against Amazon, the FTC accuses the online retailer of being a monopoly. Indeed, the FTC uses the term around 36 times in its lawsuit. It is easy to bandy words like monopoly around but repeating something over and over does not make it true. Amazon is certainly a large company, but that does not make it a monopoly. If anything, in a cutthroat retail market, Amazon deserves enormous praise for growing to the scale it has. And it has done this against a backdrop in which other retailers, like Walmart, have also sometimes been inaccurately accused of holding a monopoly position. That, in itself, signals the absurdity of the term. The most ironic thing of all, however, isn’t that Amazon is accused of something it is not – it’s that Amazon’s impact on retail and consumer industries is the precise opposite of what the FTC alleges. Amazon, maybe more than any other company, has democratized retail. It has provided a platform where independent sellers can compete with the big guys across all parts of the consumer landscape. Today, more than 60% of sales in Amazon’s store come from independent sellers. This past week I have spoken to a lot of Amazon sellers and the message is always the same: we couldn’t have grown and competed without Amazon. I’ve heard from small CPG businesses that could not get listed in retailers that have used Amazon to reach consumers and grow their sales. I’ve heard from candle firms that are taking on the might of giants like Bath & Body Works and Yankee via Amazon. I’ve heard from wellness companies that can expand their product lines on Amazon in a way that they cannot in mainstream retail. I’ve heard from food manufacturers whose margins are better on Amazon than they are in Costco. I’ve heard from companies who have access to tools on Amazon that they would never be able to afford on their own. This is not a story of a retailer gobbling up market share. It’s actually a story of a complete revolution in how small and independent businesses can reach the market and win. #retail #retailnews #Amazon #monopoly #antitrust #FTC #ecommerce

Amazon will overtake Walmart soon as top retailer. While about 90% of Americans already shop at Walmart, they are still uncovering new sources of revenue, such as advertising and digital sales. 💵 Walmart sales last year added up to $648 billion—more than $1.2 million a minute. 💵 Amazon reported $575 billion in total revenue last year, up 12% from the previous year, compared with Walmart’s revenue growth of 6%. 💵 Walmart sold $3.4 billion in ads in fiscal year 2023, a 28% increase over the previous year. That’s still far behind Amazon, which had $11.8 billion in ad sales in just the first quarter of 2024. In addition to Amazon's huge advertising sales numbers, much of its profit comes from another huge non-retail operation, cloud computing. Fellow RETHINK Retail Expert Scott Galloway said that if Amazon Web Services (AWS) was split off from Amazon, it could be the worlds largest company. Walter Holbrook RETHINK Retail Brand L. Elverston Brandon Rael Myron K. Burke

Last Week in E-Comm and Logistics 🚛✨ - Your backstage pass to what’s hot 🔥 in the world of e-commerce and logistics! Let's dive into a quick recap of e-commerce and logistics news in the week that went by 👇 1️⃣ Allbirds, despite turbulence, is getting big on making a comeback. Can they soar back or stay grounded? 🧐 2️⃣ Amazon’s >$20 Haul takes on rivals Temu and SHEIN to counter low-cost competition 🛍️- The retail wars are heating up! 🔥 3️⃣ Amazon FBA: Fees Reimagined for 2025 💰- ditching inbound shipping and low inventory level penalties. 4️⃣ Trump Taps Howard W. Lutnick for Commerce Secretary 🇺🇸, sparking chatter on potential shifts in U.S. trade policies. 5️⃣ Walmart Smashes Q3 Goals 🏆- Q3 FY25 revenue soared 5.5% to $169.6B. Shout-out to Flipkart for a festive boost! Walmart’s bullish FY25 outlook cements its retail dominance. 💪 6️⃣ Target’s Q3 revenue grew just 0.9% to $25.23B, missing expectations. 🎯Can they turn it around? 🎄 7️⃣ Macy's Drama Unfolds 📉: An ex-employee’s accounting mishap delayed Q3 earnings, Wall Street watches closely. Can Macy’s recover from this soap opera? 🕵️♀️ 8️⃣ Walmart Slashes Delivery Costs 🚚 by 40%- stepping up its last-mile game to rival Amazon! 🚀 Swipe ➡️ now for a deep-dive tour!! #supplychain #ecommerce #retail #logistics #businessnews #target #amazon #amazonfba #trump #lutnick #flipkart #temu #shein #Q3earnings #fulfillment #businessgrowth #internationalbusiness #weeklynews #ECommerceTrends #LogisticsSimplified #RetailGrowth #LogisticsWars #RetailBuzz

Big couple weeks for retail earnings reports. A few nuggets I've noticed in traffic trends, digital initiatives, and profitability shifts. 🔹 Revenue Growth: Walmart: U.S. comparable sales grew 5.3%, marking 11 straight quarters of exceeding forecasts. Target: Sales rose 0.3%, but fell short of expectations. Amazon: Net sales jumped 13% YoY, reaching $143.1B. Costco Wholesale: Net sales increased 9.1%, hitting $57.39B. 🔹 E-commerce Trends: Walmart: E-commerce grew 24%, driven by both pickup and delivery. Target: Digital sales climbed 10.8%, a nice result. Amazon: Robust online store growth at 13%. Costco: E-commerce surged 20.7%, a surprising turn for them. 🔹 Profitability Shifts: Walmart: Operating income up 8.6% thanks to cost management. Target: Operating income fell 11.2%, losing more value shoppers to WMT. Amazon: Operating income soared to $11.2B, a massive leap from $2.5B YoY. Costco: Operating income grew solidly again to $2.2B, up from $1.7B. Q4 should be wild! Buckle up! #RetailTrends #Ecommerce #Amazon #Walmart #Target #Costco

Why let Amazon and Walmart have all the fun? 🎡 Specialty retailers can quickly and easily open up a new revenue stream with personalized offers delivered in the post-purchase moment. ➡ Learn how to get started here: https://bit.ly/3L0vLpz #RetailMedia #PostPurchase #DigitalMarketing