Fast Summary
- Market Cap: Amazon’s market cap exceeds $2 trillion, while Walmart stands at approximately $750 billion.
- Walmart’s Strategy: Utilizes thousands of stores and drivers to offer same-day delivery to over 90% of US regions.
- 2024 Milestone: Delivered five billion items on the same day, doubling from 2023.
- Growth Outlook: Projects sales growth of 3-4% and operating income increase of 3.5-5.5%.
- Stock Performance: Walmart’s stock appreciated by 58% in the last year against an S&P gain of just under 13%.
Amazon Insights:
- sales Figures: Reported $638 billion in sales last year; ample profits from Amazon Web Services with a Q4 profit surge.
Investor dilemma:
- The Motley Fool describes choosing between Amazon and Walmart as “challenging,” but suggests Amazon may have a more reasonable valuation.
Indian Opinion Analysis
the competition between Walmart and Amazon highlights dynamic shifts within the retail industry driven by technological innovation and logistical prowess. For India, closely observing such strategies is crucial as e-commerce continues to expand domestically. Retailers might draw inspiration from these giants, especially regarding their use of technology to enhance delivery systems. The choice for investors remains complex but provides insights into global trends influencing investor behaviors.Read More
!Walmart Store