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CVS vs. WMT: Which Retail Pharmacy Powerhouse Looks Stronger Now?
ZACKS· 2025-11-25 22:21
Key Takeaways CVS posted record Q3 revenues of $103B with growth across all business segments.WMT delivered Q3 gains led by strong International sales and robust e-commerce growth.CVS raised its 2025 revenue and EPS outlook, while WMT lifted its full-year sales forecast.CVS Health (CVS) and Walmart (WMT) are two leading names in the U.S. Retail Pharmacy market. CVS benefits from the strength of its diversified business, operating nearly 9,000 retail pharmacy locations, more than 1,000 walk-in and primary ca ...
5 Retail Stocks That Could Deck the Halls—or Wreck Portfolios
Yahoo Finance· 2025-11-25 20:05
The company posted strong Q2 results on Sept. 3, reporting earnings per share (EPS) of 45 cents versus estimates of 20 cents. Revenue slipped 0.6% year over year (YOY) to $1.28 billion, yet still topped expectations.The campaign reinvigorated the brand and generated nearly 40 billion impressions. Sweeney’s signature jeans sold out within a week, and executives said the brand plans to collaborate more with both Sweeney and Travis Kelce heading into the holiday season.American Eagle Outfitters (NYSE: AEO) has ...
比优特门店破百;沃尔玛南非开店;达美乐比萨CEO卸任
搜狐财经· 2025-11-25 20:02
比优特超市 - 门店总数达101家,正式进入百店时代,2024年销售额近74亿元,位列中国超市百强第22位,2025年预计突破百亿 [1] - 近年加速扩张,2024年接管家乐福东北多家门店,2025年接手永辉黑龙江、吉林12家店铺,定位“做东北人的家庭采购员” [1] 斐乐中国 - 郑州FILA KIDS门店因店员在会员群不当备注顾客“买双鞋子都嫌贵”引发争议,斐乐中国回应称涉事员工行为违规并致歉 [3] - FILA儿童鞋售价480-1380元,高于安踏同品牌,安踏集团上半年财报显示FILA营收141.82亿元,占总收入37% [3] 沃尔玛 - 首次进军非洲大陆,在南非约翰内斯堡开设首家门店,提供60分钟在线配送服务,创造80个新就业岗位 [4] 达美乐比萨 - CEO Andrew Rennie卸任,首席运营官Nicola Frampton担任临时首席执行官 [6] 格力电器 - 董明珠在股东大会上表示,格力电器上市以来累计募集资金50亿元,累计分红已超过1700亿元,强调企业需储备资金 [6] 小天鹅 - 针对“小天鸥”洗衣机仿冒事件发布声明,澄清与其无关,已联合监管部门启动法律程序追责涉事商家 [8] 三只松鼠 - 回应员工使用“鼠”姓花名文化,称系非强制企业特色,前三季度营收77.59亿元同比增长8.22%,但净利润同比下滑52.91%至1.61亿元 [10] 申通快递 - “双11”期间单日订单量、揽收量双双突破1亿件,首波高峰期日均业务量稳定在近9000万件水平 [11] 京东物流 - 升级黑五大促物流保障,11月海外仓入仓商品相较6月大幅增长 [12] 淘宝/天猫 - 在义乌成立天猫优品电子商务有限公司,注册资本100万人民币,由淘天有限公司全资持股 [14] 农夫山泉 - 在西藏成立销售公司,注册资本1000万元人民币,由农夫山泉股份有限公司全资持股 [15] ALDI奥乐齐 - 常州新北首店签约落户,为常州第三家门店,目前在中国已开设81家门店 [16] 大悦城 - 董事张鸿飞辞职,提名董保芸和王国新为公司董事候选人 [17] 汉堡王中国 - 注册资本由约4.6亿美元增至约4.75亿美元,增资幅度超过3%,部分高管发生变更 [18] 朴朴超市 - 获得BRC“代理商和经纪商全球标准”A级认证,覆盖冷藏冷冻食品、常温食品等 [18] 福建啤酒 - 1-10月福建省啤酒出口6.1亿元,占酒类及饮料出口值约六成,出口规模位列全国第三,对柬埔寨、越南出口值同比分别增长1.2倍、3.8倍 [19] 梦龙公司 - 将斥资5000万英镑(约4.7亿人民币)升级英国工厂,目标到2027年实现产量增长50%,该工厂目前每年生产超过6亿支冰淇淋 [20]
Walmart Stock: Is WMT Outperforming the Consumer Defensive Sector?
Yahoo Finance· 2025-11-25 20:01
With a market cap of $829.7 billion, Walmart Inc. (WMT) is a global retailer that operates through three main segments: Walmart U.S., Walmart International, and Sam’s Club. The company runs retail and wholesale stores, eCommerce platforms, and digital payment services, offering a broad assortment of merchandise, groceries, health and wellness products, and financial solutions. Companies valued at more than $200 billion are generally considered “mega-cap” stocks, and Walmart fits this criterion perfectly. ...
营收大增21.8%,沃尔玛中国为何领跑业绩?
36氪· 2025-11-25 19:27
(原标题:营收大增21.8%,沃尔玛中国为何领跑业绩?) 11月20日,沃尔玛披露了2026财年第三季度(FY26 Q3)业绩报告。财报显示,沃尔玛该季度营收录得 1795亿美元,同比增长5.84%,营收增速连续两个季度环比走高,延续了稳健的扩张态势。 分区域看,沃尔玛中国业务表现尤为亮眼。FY26 Q3单季实现净销售额61亿美元,同比增长21.8%,不 仅大幅跑赢国际业务板块10.84%的平均增速,还连续多个季度维持同比两位数以上的增长,成为驱动 全球业绩增长的关键引擎。 若置于行业宏观视角审视,沃尔玛中国的表现更具韧性。对比2025年前三季度中国社零商超行业4.4% 的平均增速,沃尔玛中国实现了显著的超额增长。在当前消费回归理性、传统商超普遍面临转型阵痛的 存量博弈环境下,这份逆势突围的成绩单显得难能可贵。 面对如此显著的差异化表现,市场不禁追问:沃尔玛中国究竟做对了什么? 左手山姆,右手电商 在很长一段时间里,实体零售与电商被视为一场零和博弈。但在沃尔玛的布局中,二者早已融为一体, 优势互补,成为业绩高增背后的核心因素。其中,有两组数据尤其值得关注: 现",这不仅是对单店业绩的肯定,也是对山姆模式在中国 ...
Walmart Moving Closer to Amazon as E-Commerce Growth Accelerates
Investing· 2025-11-25 14:47
Market Analysis by covering: S&P 500, Walmart Inc. Read 's Market Analysis on Investing.com ...
沃尔玛中国的双面:山姆狂奔藏隐忧,超市转型谋新路
观察者网· 2025-11-25 10:48
(文/霍东阳 编辑/张广凯) 尽管在中国市场争议不断,沃尔玛集团在2026财年第三季度依然交出了一份强劲的财报。 截至10月31日,沃尔玛集团第三季度实现总营收1,795亿美元,同比增长5.8%(剔除汇率波动影响后,总营收为1,797亿美元,同比增长6.0%);第三季度调 整后营业利润为72亿美元,同比增长8.0%。 其中,沃尔玛中国在第三季度实现净销售额61亿美元,同比增长21.8%,增幅领跑全球;可比销售额增长13.8%;电商业务净销售额增长32%,电商销售额占 比超50%,成为集团业务增长的核心动力。 在会员业务方面,沃尔玛集团全球会员费收入同比增长16.7%,其中国际市场表现突出,增幅达34%,增长也主要得益于中国山姆会员店会员规模的持续扩 大。 尽管自2024年以来,山姆会员店因食品安全、品控问题及高管更迭引发争议,但其扩张步伐未减:过去12个月山姆在中国增长8家新店(三季度新增1 家),第三季度的交易单量呈双位数增长。与此同时,沃尔玛超市自有品牌"沃集鲜"的焕新升级,也在社交媒体上收获广泛关注。 山姆会员店的狂奔与沃尔玛超市的转型,正在中国市场勾勒出这家零售巨头的一体两面。 山姆狂奔:增长引擎下的 ...
Walmart Earnings Summary: The Bigger Picture Story - Walmart Is Closing The Gap With Amazon In E-Commerce
Seeking Alpha· 2025-11-25 07:55
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Truist Lifts Walmart (WMT) Price Target to $119 After Strong Q3 Performance
Yahoo Finance· 2025-11-25 07:40
Walmart Inc. (NYSE:WMT) is included among the 15 Best Long Term Stocks to Buy According to Reddit. Truist Lifts Walmart (WMT) Price Target to $119 After Strong Q3 Performance On November 20‍, Truist Securities raised its price target on Walmart Inc. (NYSE:WMT) to $119 fr‌om‍ $109 and rei⁠terated a Buy rating on the⁠ stock⁠, as reported by The Fly. In the third quarter of 2025, Walmart Inc. (NYSE:WMT) generated $179.5 billion in revenue, marking a 5.8% increase from the same period last y‍ear.​ Compara‌b ...
Walmart Opens Debut Store in Africa Ahead Of Black Friday
Yahoo Finance· 2025-11-25 07:30
Walmart, known for its “roll back” prices, has initiated its roll out in Africa. Now, shoppers can venture into the Johannesburg mega-store to get its wide range of products. The store held its grand opening on Saturday, Nov. 22, allowing patrons in the South African city to get access to international products typically unsold in the region, including the coveted children’s toy Labubus. Others looked to take advantage of Walmart’s low prices, especially ahead of Black Friday. The South African store is t ...