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Walmart reported ‘better-than-expected’ results in sales, operating income and adjusted EPS in the second quarter. Off the back of this, it has increased its full-year guidance. Here we delve into those numbers and explore the latest updates to its strategy.  

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In recent weeks Amazon has made four significant strategic developments, investing in its international operations, focusing on sustainability and gearing up for Prime Day 2023. Strengthening commitment to India’s long-term potential Amazon has been quick to compete with Walmart’s increased $2.5bn commitment to the Indian market as it announces plans to take investments to $26bn by 2030, wi...
Our global analysts share some of the latest headlines across the globe. Here's what you need to know. Lidl Denmark has opened its first tobacco free store. The retailer has plans to be tobacco free in the country by 2028 Aldi Sud is testing a new ‘Einfach Gut’ (simply good) private label range, with prices even lower than traditional entry level products There is a price war in pasta...
Walmart International's President and CEO, Judith McKenna took a deep dive into global retail at the Shoptalk event in Las Vegas. We look at the shifts it’s seeing in consumer priorities and how it’s responding. Shifting priorities Walmart International, with a presence in six major markets serving nearly 40% of the world's population, holds a distinctive perspective on global retail. The c...

Presentations

11/09/2023
Understand how Amazon will grow in the next five years, its latest developments, and the implications for retailers and suppliers.
31/07/2023
In this report we review Walmart's grocery retail outlook and strategic priorities for the next five years. We use this to provide considerations and implications for suppliers.
28/04/2023
A guide to India’s grocery market and how we expect the country, its leading retailers and channels to evolve over the next five years.

Key Presentation

India Country Presentation

A guide to India’s grocery market and how we expect the country, its leading retailers and channels to evolve over the next five years.

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