Retailer ‘well-positioned’ for a beat-and-raise

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Retailer ‘well-positioned’ for a beat-and-raise

TD Cowen Senior Research Analyst Oliver Chen joins Morning Brief anchors Seana Smith and Brad Smith to discuss his

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on Walmart (WMT). The retail giant stock is dropping this morning despite beating fourth quarter earnings estimates.

Chen identifies Walmart as a retail sector leader, noting the company “executes so well” across supply chain, curbside pickup, delivery, and AI implementation. “It’s really hard for everybody to do this” at Walmart’s scale and efficiency, Chen says.

“This company is consistent, and the consumer is consistent, so it’s [Walmart] well positioned for a beat-and-raise,” he explains.

On investment potential, Chen affirms that “we certainly like it for the longer term.” He elaborates:

“What we are thinking is that there’s a real barbell opportunity, meaning… these retailers that can execute to exceptional value, low prices, rollbacks, they will be better positioned because customers will trade down to places like Walmart to get that everyday low price. And that’s great across all cohorts.”

To watch more expert insights and analysis on the latest market action, check out more Morning Brief here.

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#Retailer #wellpositioned #beatandraise

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