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$WMT Walmart Q2 FY25 (ending in July):
• Revenue +5% Y/Y to $169.3B ($1.9B beat). • Non-GAAP EPS $0.67 ($0.02 beat). • Walmart US comp sales +4%. • E-commerce +21% Y/Y. • Advertising +26% Y/Y. FY25 Guidance: • Net sales +3.75% to 4.75% Y/Y (0.75% raise). Source: App Economy Insights
US retail sales prior month revisions: red means down...
Indeed, for the eighth month in the last year, the previous month's data was revised lower... thus making the current month 'beat' more impressive. Source: www.zerohedge.com
Gains from last Monday's (8/5) panic lows...
Source: Charlie Bilello
Ulta Beauty $ULTA exploding higher in after-hours after Warren Buffett discloses a new position of 690,000 shares
Source: Barchart
Core goods CPI plunged further into deflation territory in July ... -1.9% year/year
Source: Kevin Gordon, Bloomberg
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