Walmart Inc at Evercore ISI Retail & Consumer Summit Summary - Thomson StreetEvents

Walmart Inc at Evercore ISI Retail & Consumer Summit Summary

Walmart Inc at Evercore ISI Retail & Consumer Summit Summary - Thomson StreetEvents
Walmart Inc at Evercore ISI Retail & Consumer Summit Summary
Published Jan 15, 2025
11 pages (6355 words) — Published Jan 15, 2025
Price US$ 54.00  |  Buy this Report Now

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Abstract:

Edited Brief of WMT.N presentation 15-Jan-25 10:59am GMT

  
Brief Excerpt:

...A. Last fiscal year, we reported $3.4 billion of global advertising revenue for the Walmart business. B. We have reported last quarter a 26% growth rate. C. And then between membership and advertising, the operating income is about third of now -- of last quarter of operating income that are coming from membership and advertising. D. Go from 1,000 to 10,000 to 100,000, maybe in store to tens of millions of SKUs that can go online and then embedding our marketplace business to help us grow our general merchandizing business. E. And then when you look at overall on the TAM, so the overall marketplace, you're talking about a $400-plus billion media business, and retail media is expected to be about $100 billion over the next couple of years. F. We have unparalleled insights, and we reach that omni shopper, 145 million shoppers on a weekly basis. G. We have 4,700 stores with screens. H. We're growing at 26%, so a lot of growth. I. And we have a multi-billion dollar business because we're embedded...

  
Report Type:

Brief

Source:
Thomson StreetEvents
Company:
Walmart Inc
Ticker
WMT.N
Time
10:59am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : Great. You want to join me over here, Rich?

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : Thanks. I'm Brad Thomas, the hardlines broadlines analyst with KeyBanc Capital Markets and thrilled to be here and those cookies looked quite good.

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : Rich, you joined Walmart in 2019. What attracted you to Walmart and this opportunity?

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : You mentioned in your presentation that retail media is disrupting advertising and that Walmart's a leader on that front. I was hoping we could talk a little bit more about how Walmart Connect is different from other media and from other retail media. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JANUARY 15, 2025 / NTS, WMT.N - Walmart Inc at Evercore ISI Retail & Consumer Summit

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : Let's talk a bit more about the value of the data that Walmart has and its customer insights. Why is having large-scale first-party data so important to marketers?

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : Great. How does Walmart Connect serve the core customer? Or how does it affect the shopping experience?

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : You alluded to VIZIO, an acquisition that recently closed. Can you talk about how the acquisition came about and how it will fit into Walmart Connect?

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : Great. Can you talk a bit more about Walmart Connect's omnichannel proposition and why that's a differentiator and why that's so important?

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : Rich, as a Walmart customer myself, as I look at the app, I do see the ads. The business has gotten fairly sizable. How do you think about what inning you are in the growth journey ahead here for Walmart Connect?

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : I think everybody knows that advertising is a higher-margin business. And looking forward for Walmart, advertising will be an important driver of the company's goals to grow operating income faster than sales. But I was hoping you could talk a bit more just about the financial returns from advertising and how you think about that?

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : Great. I want to double-click a bit on how Walmart Connect touches the store experience. You alluded to that some in your presentation. How is advertising influencing the shopping experience in the store?

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : Great. A question we get sometimes is how Walmart Connect fits into the interaction with a vendor. Are you a separate conversation with the vendor? Are you in the same negotiations with the vendor for your stores? How does that work?

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : Great. Can you talk about your strategic priorities for growth for the business going forward?

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : Great. Rich, you talked about some pretty exciting growth opportunities ahead for the industry overall in retail advertising, taking share. Just as you think about gating factors that drive the pace of this shift in advertising spend, how do you think about what some of those drivers might be for --?

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : We've got a minute left. So I'll just summarize everything maybe with one last question here for you, Rich. But in closing, could you speak to the data points that you see in the trenches, if you will, that give you conviction in the growth outlook for Walmart Connect?

Question: Bradley Thomas - KeyBanc Capital Markets Inc. - Analyst : Great. Thank you, Rich.

Table Of Contents

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Walmart Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript – 2025-03-06 – US$ 54.00 – Edited Transcript of WMT.N presentation 6-Mar-25 6:45pm GMT

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Walmart Inc Q4 2025 Earnings Call Transcript – 2025-02-20 – US$ 54.00 – Edited Transcript of WMT.N earnings conference call or presentation 20-Feb-25 1:00pm GMT

Walmart Inc at Evercore ISI Retail & Consumer Summit Transcript – 2025-01-15 – US$ 54.00 – Edited Transcript of WMT.N presentation 15-Jan-25 10:59am GMT

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Walmart Inc at ICR Conference Transcript – 2025-01-14 – US$ 54.00 – Edited Transcript of WMT.N presentation 14-Jan-25 5:15pm GMT

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Walmart Inc Q3 2025 Earnings Call Transcript – 2024-11-19 – US$ 54.00 – Edited Transcript of WMT.N earnings conference call or presentation 19-Nov-24 1:00pm GMT

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MLA:
Thomson StreetEvents. "Walmart Inc at Evercore ISI Retail & Consumer Summit Summary" Jan 15, 2025. Alacra Store. May 06, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Walmart-Inc-at-Evercore-ISI-Retail-Consumer-Summit-B16266573>
  
APA:
Thomson StreetEvents. (2025). Walmart Inc at Evercore ISI Retail & Consumer Summit Summary Jan 15, 2025. New York, NY: Alacra Store. Retrieved May 06, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Walmart-Inc-at-Evercore-ISI-Retail-Consumer-Summit-B16266573>
  
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