Consumer Staples Merchandise Retail

Walmart

Deep Research

AMZN

COST

He began as a 'small-town youth' hawking cheap toilet paper.How did he rise against the odds?

Boston Beer

Amazon

Costco Wholesale

Target

WMT: What Built the Trillion-Scale Retail Juggernaut?

Costco

Financial Analysis

Global discount retail leader — $Costco Wholesale(COST.US) reported Q2 FY2026 results in U.S. after-hours today.The quarter ended on Feb 15.Overall, results remained solid, with both revenue and earnings slightly beating estimates.Momentum stayed intact.On headline metrics, total revenue rose 9.2% YoY, an acceleration vs. last quarter’s 8.3%.The pickup was aided by FX tailwinds and broadly higher precious metals and commodity prices.OP was $2.61bn, up 12.5% YoY.Margin expanded by 10 bps YoY, remaining on an improving trajectory...

Costain Group PLC

Block

AI to Trigger Layoffs? COST Still a Safe Haven---

Strategy Report

GOOG

GOOGL

RIVN

BYTED

09988

89988

HBBD

BABA

There is always plenty of drama around Chinese New Year. After Trump ramped up tariffs throughout 2025, the policy was effectively gutted, leaving no legal footing.In 2026, following a rush of domestic AI model launches, China ADRs never had a 'DS moment'. Model-linked names were the only ones that outperformed.Also, during Chinese New Year 2026, despite decent consumer data, HK stocks fell first and then rose, an ineffective swing. There was no standalone 'Chinese New Year bull run' during HK’s solo trading days.With Trump-era tariffs in his second term ruled unlawful, what could this mean for markets ahead? The days of blanket re-rating may be over...

Alphabet - C

Alphabet

Rivian Automotive

ByteDance

BABA-W

BABA-WR

Alibaba HK SDR 5to1

Alibaba

With Trump tariffs axed and China models soaring, can China ADRs rally?

---

MSFT

ORCL

SFTBY

OpenAI

SOBKY

AVGO

AAPL

603020

DXYZ

NVDA

9984

DJTWW

$OpenAI(OpenAI.NA) has been extremely busy recently, sometimes engaging in e-commerce, sometimes in social media, and now launching a browser (Dolphin Research's commentary). Emmmm... it seems like half of the Seven Sisters have become rivals. A trending topic every three days, Dolphin Research can hardly keep up. On the surface, OpenAI is thriving, poised to become the next star to reshape humanity's trajectory. But behind the star's glow, Dolphin Research can already sense OpenAI's anxiety. The greater the responsibility, the greater the pressure. Starting from 2026, OpenAI's commercialization capabilities will no longer be just the demands of the initial investors...

Microsoft

Metagenomi Therapeutics

Oracle

SoftBank

Trump Media & Tech

Broadcom

Apple

Apple Group

Destiny Tech100

NVIDIA

SoftBank Group Corp.

Meta Platforms

Trump Media & Tech - CW28

All in the same boat, is OpenAI a divine pearl or a demonic pill?

Walmart Begins Delivering Restaurant Meals with Grocery Orders

Soltis Investment Advisors Increases Walmart Stake by 44% in Q4 as Earnings Beat Expectations

Jefferies Raises Walmart Target Price to $150 from $145

iA Global Cuts Walmart Stake by 8.6%, Executives Also Sell Shares

Walmart asks Flipkart to delay IPO, prioritize profitability by FY2027

Walmart cuts or relocates approx 1,000 corporate jobs, says unrelated to AI automation

Walmart Launches Local US Distribution Centers for Speed Advantage

Walmart to Release FY2027 Q1 Earnings on May 21 Pre-Market EST, Forecast Revenue USD 174.67 B, EPS USD 0.6516

Walmart Receives Consensus Buy Recommendation from Analysts

Walmart Plans to Lay Off About 1,000 Corporate Employees and Integrate Global Tech Teams

Walmart's Use of ALPR Cameras in Parking Lots Sparks Privacy Controversy

Walmart China Temporarily Suspends Payment of Rent for Sam's Club Due to Judicial Requirements

Unifor Approves North America's First Walmart Union Contract

Walmart CEO Outlines Global Retail Vision in India, Flipkart Plans IPO in 2027

5WPR Releases 2026 US Grocery Retail AI Index, Walmart Leading in Market Share but Fourth in AI Mentions

Walmart Opens New Generation Store in Shenzhen

Walmart China CEO Zhu Xiaojing Frequently Meets with Local Government Leaders

BTIG Raises Walmart's Target Price to $145

Jinan Zhongsheng Commercial Management Co., Ltd. Successfully Acquired Commercial Land in Jinan's Zhong District and Plans to Introduce Sam's Club's Second Store in Jinan

Quent Long Short Global Small Cap Fund LP Acquires New Position in Walmart

Amesite

InMed Pharmaceuticals

Meiwu Tech

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

NextNRG

CN Energy

Generation Income Properties

MetaVia

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Co-Diagnostics

Earning Release Date

财报预告

FY2027 Q1 Earning Release 2026.05.21 (EST) Pre-Market

Walmart Inc. (WMT.US) Q1 earnings conference call for fiscal year 2027

Walmart Inc. (WMT.US) Fiscal Year 2026 Fourth Quarter Earnings Conference Call

Walmart Inc. (WMT.US) Q3 earnings conference call for fiscal year 2026

Walmart Inc. (WMT.US) Fiscal Year 2026 Second Quarter Earnings Conference Call

Walmart Inc. (WMT.US) Fiscal Year 2026 First Quarter Earnings Conference Call

Walmart Inc. (WMT.US) Fiscal Year 2025 Fourth Quarter Earnings Conference Call

Walmart Inc. (WMT.US) Q3 earnings conference call for fiscal year 2025

COTG

Walmart significantly outperforms Costco in total revenue, but Costco shows higher year-over-year growth. Both companies are investing in AI to enhance customer experience. Walmart's revenue for Q1 2026 was $190.7 billion, while Costco's was $69.6 billion. Despite Costco's recent growth, Walmart's stock has risen 115% over the past two years compared to Costco's 30%. Future performance may depend on how well each company leverages technology to drive revenue and earnings growth.

- Walmart consistently generates higher revenue than Costco, with substantial growth in its revenue streams.  
- Both companies are investing in AI to enhance efficiency and customer experience, impacting their future performance.  
- Investors should monitor the revenue gap and performance as both retailers leverage technology for sustainable growth.

nasdaq

SPDR S&P Retail ETF

VanEck Retail ETF

Leverage Shares 2X Long Cost Daily ETF

Netflix

NVIDIA Corporation

Walmart vs. Costco Wholesale: Comparing Revenue Scale and Consistency

CRAK

A drop in oil prices and 10-year Treasury yields has lifted U.S. equity futures, reversing earlier declines. The Strait of Hormuz remains shut due to U.S.-Iran tensions, keeping crude prices above $100. This week, earnings reports from Nvidia, Walmart, Home Depot, and Target will provide insights into tech momentum and consumer spending resilience.

- A drop in oil prices and 10-year Treasury yields improved sentiment, raising U.S. equity futures after a decline.  
- Geopolitical tensions, particularly in the Strait of Hormuz, continue to keep crude prices above $100 as peak summer fuel demand approaches.  
- Key earnings reports from Nvidia, Walmart, Home Depot, and Target this week will provide insights into tech performance and consumer spending trends.

Home Depot

iShares US Consumer Staples ETF

iShares US Oil & Gas Expl & Prod

SPDR O&G Ex & Prd

VanEck Oil Services ETF

United States Oil Fund LP

VanEck Oil Refiners ETF

Oil and bond yield shifts spark market rebound

Erste Group Bank has raised its FY2028 earnings per share estimate for Walmart to $3.25, up from $3.24, maintaining a 'Strong-Buy' rating. Walmart's current full-year earnings consensus is $2.89 per share. The retailer recently reported a quarterly EPS of $0.74, exceeding estimates, with revenue of $190.66 billion, a 5.6% increase year-over-year.

- Erste Group Bank has raised its FY2028 EPS estimate for Walmart to $3.25, reflecting a slight increase from the previous estimate of $3.24.  
- Walmart reported a quarterly EPS of $0.74, exceeding expectations, with revenues of $190.66 billion, marking a 5.6% increase year-over-year.  
- Analysts maintain a consensus "Buy" rating on Walmart, with institutional investors owning 26.76% of the company's stock and recent insider transactions slightly impacting sentiment.

Market Beat

Citigroup

HSBC

Goldman Sachs

PriceSmart

CITIGROUP INC 6.250 NON CUM SER II PFD WI

HSBC 5xShortSG241213

HSBC HOLDINGS

HSBC Holdings Plc

GS Hldg R

Erste Group Bank Forecasts Stronger Earnings for Walmart

Walmart.com Reviews Reflect Growing Consumer Interest in Be Water | INKW Stock News

StockTitan

Walmart.com Reviews Reflect Growing Consumer Interest in Be Water | INKW Stock News

Walmart's upcoming earnings report is anticipated to be released Thursday morning, with expectations of the stock potentially reaching a new all-time high. Sales and profits are projected to have increased in the first quarter, driven by inflation prompting consumers to seek value.

- Walmart is preparing to release its next earnings report on Thursday morning.  
- The retailer's stock is anticipated to potentially reach a new all-time high, with expected increases in sales and profits in the first quarter.  
- Rising inflation has prompted a broader segment of Americans to seek value, influencing Walmart's financial performance.

Here's how much Walmart stock is expected to move after earnings

AMZW

AMZU

The VanEck Retail ETF (RTH) is up 5.79% YTD 2026, driven by major holdings like Amazon and Walmart, while the SPDR S&P Retail ETF (XRT) is down 6.25%, reflecting a broader mix of retail stocks. RTH's concentration in mega-cap platforms contrasts with XRT's equal-weight strategy, leading to a significant performance gap. RTH is favored for exposure to digital retail winners, while XRT appeals to those betting on traditional retail recovery.

- VanEck Retail ETF (RTH) has increased by 5.79% year-to-date in 2026 and 60.78% over the past five years, primarily consisting of about 25 mega-cap stocks, with Amazon and Walmart being the most significant.  
- In contrast, SPDR S&P Retail ETF (XRT) has decreased by 6.25% this year and 7.76% over five years, comprising approximately 75 stocks that are rebalanced quarterly to maintain equal weight.  
- This highlights the contrasting performance and structure of these two retail ETFs.

Roundhill AMZN WeeklyPay ETF

Direxion Daily AMZN Bull 2X Shares

RTH owns Amazon and Walmart. XRT owns everything else. That 12% gap in 2026 is no accident

Walmart(WMT.US)

Walmart vs. Costco Wholesale: Comparing Revenue Scale and Consistency

Oil and bond yield shifts spark market rebound

Erste Group Bank Forecasts Stronger Earnings for Walmart

Walmart.com Reviews Reflect Growing Consumer Interest in Be Water | INKW Stock News

Here's how much Walmart stock is expected to move after earnings

RTH owns Amazon and Walmart. XRT owns everything else. That 12% gap in 2026 is no accident

Trending