1 / 5

Strategic Preview: Q2

Strategic Preview: Q2. May - August 2012. 13 August 2012. NATALIE BERG. Global Research Director. Strategic Preview: Walmart Q2.

marika
Download Presentation

Strategic Preview: Q2

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Strategic Preview: Q2 May - August 2012 13 August 2012 NATALIE BERG Global Research Director

  2. Strategic Preview: Walmart Q2  “We’re expecting another solid quarter with further signs of a domestic recovery bolstered by strong growth from overseas. Despite setbacks in Mexico and South Africa, Walmart International remains the company’s growth engine and we are anticipating strong numbers coming from the UK and Latin America in particular. A continuation of the positive comp trend in the US is also to be expected, which would mark four consecutive quarters of comparable sales growth and indicate stability in Walmart’s domestic strategy. That said, we remain doubtful over the longevity of Walmart’s back-to-basics approach. Low prices are no longer a USP, but an expectation from shoppers. The recent closure of an Express store indicates that the format, despite being profitable, is a long way from perfection. Walmart needs to accelerate its multi-channel initiatives in order to sustain the current positive momentum.” • Analyst Comment: NATALIE BERG Global Research Director

  3. Expectations for the Quarter US: Q2 Strategic Changes Global: Q2 Strategic Changes Outlook What’s new at Planet Retail Strategic Preview: Walmart Q2

  4. We are expecting a continuation of the positive comp trend. • 1. Expectations for the Quarter

  5. Expecting more signs of improvement in the US – a fourth consecutive quarter of positive comps will indicate stability in domestic strategy. • Will be looking out for any signs of small-box failing as well as any progress with online initiatives. • Internationally, we foresee another solid quarter with strong growth expected from Latam and UK. • We will be looking for an update on South Africa integration, success (?) of global EDLP implementation, signs of small-box halting in emerging markets. • Overall, we remain confident in Walmart’s ability to continue its short-term US turnaround but fear that they are losing their USP for long-term, sustainable growth. • Another solid quarter expected but doubts over long-term strategy. • 1. Expectations for the Quarter

More Related