Walmart Chief Financial Officer John David Rainey warned that President-elect Trump's proposed tariffs could lead to higher prices for Walmart shoppers.  "Tariffs are going to be inflationary. There's no disputing that," Rainey said during an interview with Liz Claman on "The Claman Countdown" on Thursday. "Likely consumers are going to pay more for the items that they pay and that these tariffs are applied to."  Under the proposals, a universal 10%-20% tariff would be imposed on imports from all foreign co ...

Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xav ...

Walmart TodayWMTWalmart$87.18 +0.58 (+0.67%) 52-Week Range$49.85▼$88.29Dividend Yield0.95%P/E Ratio35.78Price Target$91.51Add to WatchlistWalmart’s NYSE: WMT Q3 report and guidance for Q4 revealed that the tailwinds driving its business remain strong and steady, driving outperformance and another increase to the outlook. The news sent shares to a new all-time high, firing a strong technical signal that suggests this market will continue to trend higher. It is a strong signal because the stock is already in ...

Recommendations BellRing Brands price target raised by $5 at Barclays, here's why » BRBRBellRing Brands / + Available to The Fly Members OnlyBreaking content available to members only. Sign up or login for access.Create FREE AccountBarclays raised the… Earnings Baidu reports Q3 EPS RMB 16.60 vs. RMB 20.40 last year » BIDUBaidu $86.76 / +0.73 (+0.85%) Available to The Fly Members OnlyBreaking content available to members only. Sign up or login for access.Create FREE AccountReports Q3 revenue RMB ...

Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>Here are the key points:Total Q3 earnings for the 469 S&P 500 members that have reported results through Wednesday, November 20th, are up +6.5% on +5.2% higher revenues, with 73.8% beating EPS estimates and 61.4% beating revenue estimates. The reporting cycle has ended for half of the 16 Zac ...

Target's stock tumbled to a 52-week low on Wednesday, a day after Walmart shares soared to an all-time high — as the rival retailers' earnings reports again underscored how their performance has diverged.Target posted its biggest earnings miss in two years and cut its forecast. The company spoke about a "deceleration in discretionary demand" and blamed higher costs from rushing to move inventory ahead of the short-lived port strike in October.On the company's earnings call, CEO Brian Cornell described U.S. ...

销售增长相关 - 沃尔玛美国同店销售额增长5.3% 高于市场预期的3.9% 增长由客流量（增长3.1%）和平均客单价（增长2.1%）驱动 [2] - 公司销售额增长5.5%至1696亿美元 高于市场预期的1677亿美元 [6] - 公司综合营收为1695.88亿美元 高于预期的1679.22亿美元 美国同店销售额（不含燃油）同比增长5.3% 环比增长4.2% [13] 市场份额相关 - 公司本季度实力广泛 在食品杂货和一般商品方面均获得美国市场份额 家庭收入超过10万美元的占份额增长的75% [3] - 公司在不同客户群体中获得市场份额 约75%的三季度收益来自高收入家庭 [4] - 公司在美国获得市场份额 自有品牌渗透率增加 一般商品恢复增长 [6] - 公司继续在产品类别和收入群体中获得份额 [8] 盈利相关 - 公司每股收益为58美分 高于市场预期的53美分 [6] - 公司提高了调整后每股收益（2.42 - 2.47美元）、净销售额（按固定汇率计算为+4.8% - 5.1%）和调整后息税前利润增长（+8.5% - 9.25%）的指引 第四季度可能每股收益为62美分 净销售额增长4.2% 美国同店销售额为+3.5% [7] - 沃尔玛美国能够在同比增长9.1%的情况下实现营业收入增长 尽管在销售总务管理支出方面面临120 - 150个基点的增长阻力 [10] 其他业务相关 - 经过三年的下滑 公司高利润率的一般商品类别在第二季度略有增长 第三季度增长加速至低个位数 高利润率的收入流使公司能够再投资并扩大利润率 [5] - 公司美国第三方市场在第三季度增长了42% 有能力继续增长 会员费和广告占公司息税前利润的三分之一 全球广告有望在2025财年达到约43亿美元 [12] 股价相关 - 公司股价在周三发布时上涨了0.37% 至86.92美元 [14]

Key TakeawaysWalmart's shares hit a new record high following its earnings report yesterday, but Target's fell to their lowest point in a year following its results Wednesday.Target's sales and profits fell short of estimates, while Walmart's results surpassed expectations in the third quarter.Both retailers said lower prices and convenience features like curbside pickup and same-day delivery are driving sales, but those trends have seemed to benefit Walmart more in recent quarters. Target (TGT) shares sank ...

沃尔玛财报相关 - 沃尔玛2025财年第三季度财报业绩强劲超预期每股收益58美分超预期的53美分且较去年同期增长13.7% [3] - 营收同比增长5.5%达1696亿美元超预期的1675亿美元 [3] - 美国可比销售额同比增长5.3%全球电商销售额增长22% [3] - 店内购物和线上商品需求增长推动业绩表现 [3] 沃尔玛上调2025财年指引 - 预计营收增长4.8 - 5.1%之前为3.75 - 4.75% [4] - 预计每股收益2.42 - 2.47美元之前为2.35 - 2.43美元 [4] 相关ETF情况 - 消费必需品类SPDR基金（XLP）追踪消费必需品类精选板块指数持有约38种证券沃尔玛占9.1%为第三大持仓资产规模162亿美元日平均交易量900万股年费0.09% [5] - 先锋消费必需品类ETF（VDC）追踪MSCI美国可投资市场消费必需品类25/50指数持有104只股票沃尔玛占11.4%为第三大持仓资产规模71亿美元年费0.1%日平均交易量约8.4万股 [6] - 富达MSCI消费必需品类指数ETF（FSTA）追踪MSCI美国IMI消费必需品类指数持有106只股票沃尔玛占11.3%为第三大持仓资产规模12亿美元日平均交易量约10.5万股年费0.08% [7] - VanEck零售向量ETF（RTH）追踪MVIS美国上市零售25指数沃尔玛占8.4%为第三大持仓资产规模2.307亿美元年费0.35%日平均交易量3000股 [8] - iShares美国消费者聚焦ETF（IEDI）主动管理型ETF持有178只股票沃尔玛占7.6%为第四大持仓资产规模2960万美元年费0.18%日平均交易量6000股 [10]

Key TakeawaysWalmart shares were slightly higher Wednesday morning after hitting a new record high yesterday following a strong earnings report from the retail giant.The stock formed a shooting star on Tuesday, a reversal candlestick pattern that appears after an extended uptrend. The pattern formed on the highest daily volume since late September, possibly indicating buying exhaustion.Investors should watch major support levels on Walmart's chart around $81, $71, and $61.A bars pattern projects a price tar ...