18:I[66739,["/_next/static/chunks/0u0nyy7wb9me2.js?dpl=dpl_EVxQmm5ee6SfSwpTLEi7dkcqj48i","/_next/static/chunks/05hx6kuf6-oy4.js?dpl=dpl_EVxQmm5ee6SfSwpTLEi7dkcqj48i","/_next/static/chunks/12hmyxte1w1dw.js?dpl=dpl_EVxQmm5ee6SfSwpTLEi7dkcqj48i","/_next/static/chunks/166.u_60qj09..js?dpl=dpl_EVxQmm5ee6SfSwpTLEi7dkcqj48i","/_next/static/chunks/0g9_wl34k-6l4.js?dpl=dpl_EVxQmm5ee6SfSwpTLEi7dkcqj48i","/_next/static/chunks/06dn~uer6.43l.js?dpl=dpl_EVxQmm5ee6SfSwpTLEi7dkcqj48i"],"default"] 1a:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_EVxQmm5ee6SfSwpTLEi7dkcqj48i","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_EVxQmm5ee6SfSwpTLEi7dkcqj48i"],"IconMark"] 19:T526,

Ted Thatcher analyzes Walmart's (WMT) latest earnings report and explains why the stock fell despite strong headline results. He points to weaker same-store sales, slowing customer traffic, and pharmacy-related regulatory headwinds as key concerns. Thatcher also discusses Walmart's mixed guidance and why he remains constructive on the broader retail sector and the resilience of the U.S. consumer.

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Ted Thatcher on Walmart's Sales Miss, Guidance Shift and Consumer Strength

Schwab Network

Ted Thatcher on Walmart's Sales Miss, Guidance Shift and Consumer Strength