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What we could learn about consumer spending trends from Walmart.
3,402,368 görüntüleme • 1 ay önce •via X (Twitter)
25 Yorum

Excellent reporting.. Kelly is great.

Walmart sucks anymore, and they falsely advertise how they make it convenient for their customers, and they keep downsizing to the point they don't carry half of what they used to, and it's such joy waiting 20 minutes for an employee to open up a lock product

I dont listen to women.

You mean how you stopped niggers from stealing from your store

Consumers spend more while wearing cookie monster pj pants

Walmart reads the room

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Honestly their grocery section tells you more about the economy than most reports do.

I shopped Walmart this week for "roll-back" deals. I expect the cost of everyday items will only get worse this winter. I usually shop elsewhere.

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walmart is less about everyone being broke and more about a k-shaped economy: lower-income shoppers are squeezed, while higher-income households are trading down for value

视频里把同店销售增长 2.6% 和年收入 10 万美元以上家庭的增量放在一起,这个组合比单看营收更有意思:它可能不是‘消费变强’,而是价格敏感正在向更高收入人群扩散。接下来更值得看的是客单价和交易频次是否继续分化。

for sure, walmart's a big indicator of spending habits. gotta keep an eye on those trends to spot shifts.

for sure, walmart's insights are gold for spotting trends. gotta keep an eye on how folks adapt!

Yes let’s look at Walmart who gets government subsidies, doesn’t pay a living wage and the majority of their employees are on supplemental benefits yet they profit billions and do stock buybacks. Go fuck yourself @bariweiss and @CBSNews

That the sheeple only care about useless nonsense

I stopped shopping at Walmart years ago because all Walmart sells anymore is Chinese garbage anymore.

Walmart tells it all

The tell: Walmart converting ~$3B of tariff refunds into 11,000 price rollbacks. That's disinflationary for goods and a signal the consumer is still price-sensitive into Q4.

Nothing

this went from 0 to 100 real quick 💀

walmart could teach us that everyone is broke and pretending they're not


