$WMT

Ultime notizie per Walmart (NYSE:WMT) Azioni

WALMART INC

Walmart

Walmart is a leading retailer in the United States, with its strategy predicated on superior operating efficiency and offering the lowest priced goods to consumers to drive robust store traffic and product turnover. Walmart augmented its low-price business strategy by offering a convenient one-stop shopping destination with the opening of its first supercenter in 1988.Today, Walmart operates over 4,600 stores in the United States (5,200 including Sam's Club) and over 10,000 locations globally. Walmart generated over $460 billion in domestic namesake sales in fiscal 2025, with Sam's Club contributing another $90 billion to the company's top line. Internationally, Walmart generated $120 billion in sales. The retailer serves around 270 million customers globally each week.

Amazon

Tech

MSFT

NTDOY

Dopo mesi di tensioni, l&#39;accordo tra i due colossi è raggiunto. Ma la console arriva sul mercato con una modalità di vendita esclusiva.

Nintendo-Amazon, pace fatta: Switch 2 è disponibile per l&#39;acquisto

Jim,Cramer,At,The,Cable,Show,2010:,An,Evening,With

News

AMZN

COST

Il titolo del colosso dell&#39;e-commerce si prepara a un forte rialzo. L&#39;esperto rivela il motivo di tanto ottimismo per i prossimi mesi.

Azioni Amazon: Cramer dice che &#34;il secondo semestre sarà forte&#34;

Bitcoin

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

Markets

$BTC

Bitcoin: la previsione shock di Max Keiser che cambierà tutto

Walmart Inc

World Mobile Token

WESTMOUNTAIN GOLD by Westmountain Gold, Inc.

Westmountain Gold Inc

Ripple (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/xrp/usd">XRP</a>) has announced that the Bank of New York Mellon (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BKAG#NYSE">BKAG</a>) will serve as the primary custodian for reserves backing its <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46318111/xrp-eyes-2-40-as-ripples-rlusd-stablecoin-smashes-500m-market-cap">U.S. dollar-pegged stablecoin</a> RLUSD.
This move marks a significant step toward boosting institutional trust in the stablecoin sector, as well as ensuring greater regulatory alignment for Ripple, which issued RLUSD in December 2024.
BNY Mellon, the oldest bank in the United States and a key service provider to institutional clients, will manage the underlying reserve assets and facilitate the liquidity processes behind RLUSD redemptions and conversions, CNBC <a href="https://www.cnbc.com/2025/07/09/bny-mellon-will-have-custody-of-ripples-new-stablecoin.html">reported</a> on Wednesday.
The partnership comes at a time of accelerating interest in stablecoins among legacy financial institutions and large corporations.
&#8220;BNY is committed to delivering differentiated, end-to-end solutions designed to meet the needs of institutions across the digital assets ecosystem,&#8221; said Emily Portney, the bank's global head of asset servicing. 
Also Read: <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46303745/sequans-secures-384m-to-launch-bitcoin-focused-treasury-strategy">Sequans Secures $384M To Launch Bitcoin-Focused Treasury Strategy</a>
She added that the firm is proud to support the infrastructure behind RLUSD and Ripple&#8217;s broader efforts in shaping the future of finance.
This collaboration is part of a broader industry shift often dubbed "stablecoin summer," as firms like Amazon, Walmart, Uber, and Apple are reportedly exploring the use or issuance of their own stablecoins.
Regulatory momentum is also building, with the U.S. Congress making headway on stablecoin legislation and the Trump administration rolling back prior crypto restrictions.
Ripple is currently seeking a national banking charter and a Federal Reserve master account, which would allow it to manage reserves directly with the U.S. central bank. 
Known for developing cross-border payment infrastructure, Ripple has largely operated internationally and primarily serves banks and fintechs.
BNY Mellon entered the crypto space in 2021, forming a dedicated digital assets division to offer custody and asset servicing solutions for cryptocurrencies like Bitcoin.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46298615/trump-medias-new-crypto-blue-chip-etf-filing-comes-with-a-twist">Trump Media&#8217;s New &#8216;Crypto Blue Chip ETF&#8217; Filing Comes With A Twist</a></li>
</ul>
Image: Shutterstock

$XRP

AAPL

BKAG

UBER

XRP Boosted 4% By Ripple's Stablecoin Partnership With BNY

<a href="https://www.benzinga.com/markets/cryptocurrency/25/07/46198393/why-the-future-of-stablecoins-isnt-just-for-humans">Stablecoins are now</a> facilitating nearly $800 billion in digital transactions each month, positioning themselves as credible challengers to traditional payment networks like Visa (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>), according to Grayscale's June 2025 market report.
The surge in usage is occurring alongside a wave of favorable regulatory developments and growing corporate interest in stablecoin infrastructure, prompting what some have dubbed "Stablecoin Summer."
What Happened: Grayscale's data reveals that stablecoins, blockchain-based digital dollars typically backed by cash or short-term U.S. Treasuries, have rapidly scaled into one of the most used components of crypto infrastructure.
"Estimates from Visa and crypto data specialists suggest stablecoins are used for about $800 billion in digital transactions per month," the report said. 
For comparison, Visa processed approximately $1.1 trillion in monthly payment volume during 2024.
The report also highlighted Circle&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NYSE">CRCL</a>) public listing in June as a pivotal moment for the sector. 
The issuer of the USDC (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/">USDC</a>) stablecoin saw its stock rise from $31 to $181 per share by month-end, reflecting strong investor enthusiasm for stablecoin-based business models.
"At that price, Circle trades at more than 150 times its 2024 EBITDA," Grayscale noted.
Also Read: <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46318111/xrp-eyes-2-40-as-ripples-rlusd-stablecoin-smashes-500m-market-cap">XRP Eyes $2.40 As Ripple&#8217;s RLUSD Stablecoin Smashes $500M Market Cap</a>
Why It Matters: The regulatory landscape is also shifting.
The U.S. Senate recently passed the GENIUS Act, which establishes a clear legal framework for payment stablecoins, setting rules for reserve assets, compliance procedures, and audit standards. 
The bill now awaits a vote in the House. 
Grayscale believes the legislation will help drive further adoption in the U.S., although it criticizes the Act's ban on interest-bearing stablecoins, calling them a potential benefit to consumers.
Meanwhile, household names outside of the crypto space, including Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), and JPMorgan (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>), are reportedly exploring stablecoin use cases, from internal payment systems to customer-facing integrations. "This is a diverse mix of leading firms, all of which see the potential benefits of stablecoins," Grayscale said.
What&#8217;s Next: While Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) remains the most recognized asset in crypto markets, the report argues that stablecoins and decentralized finance applications are quietly laying the groundwork for broader financial infrastructure shifts.
With stablecoins increasingly used across both emerging markets and institutional channels, the asset class may soon rival or even surpass legacy payment providers in utility and volume.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46309766/most-crypto-apps-assume-youre-online-this-one-works-where-the-internet-doesnt">Most Blockchains Assume You&#8217;re Online — This One Works Where The Internet Doesn&#8217;t</a></li>
</ul>
Image: Shutterstock

$USDC

CRCL

USDC

Buckle Up, Visa: Stablecoins Process $800 Billion In Transactions Per Month, Report Finds

Amazon&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Prime Day, a retail extravaganza generating billions in sales, can be traced back to a pivotal pitch made to Jeff Bezos, the company&#8217;s founder, by a single executive.
What Happened: The origins of Prime Day can be traced back to a proposal made by Diego Piacentini, who was leading Amazon&#8217;s international business in the early 2010s, <a href="https://fortune.com/2025/07/08/amazon-prime-day-origins-jeff-bezos-diego-piacentini-revenue-sales/">reported</a> Fortune. Piacentini, an ex-Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) executive, inspired by the success of Alibaba&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) Singles Day in China, pitched the idea of Amazon having its own event to Bezos. After receiving Bezos&#8217;s approval, Amazon decided to hold its sale during the summer months, avoiding a clash with Alibaba&#8217;s Singles Day in November.
After securing Bezos&#8217;s approval, the Amazon team decided to hold their event during the summer, a traditionally slower retail period. The first Prime Day, codenamed &#8220;Project Piñata,&#8221; was launched on July 15, 2015, to coincide with Amazon&#8217;s 20th anniversary.
Despite initial technical issues and mixed reviews, Prime Day was a hit, selling 34.4 million items and adding 1.2 million new Prime members in a single day. Amazon CFO Brian Olsavsky described it as &#8220;Christmas in July.&#8221;
Since its inception, Prime Day has grown from a single-day sale into a four-day shopping event. Last year, shoppers across 23 countries bought more than 300 million items, with 88% of all purchases made by Prime members. 
According to Capital One, Amazon Prime Day 2024 generated $14.2 billion in global sales over a 48-hour span.
SEE ALSO: <a href="https://benzinga.com/news/politics/25/07/46294492/trump-warned-us-system-is-not-designed-for-third-parties-now-experts-doubt-elon-musks-america-party" target="_blank" rel="noreferrer noopener">Trump Warned US System Is &#8216;Not Designed&#8217; For Third Parties — Now Experts Doubt Elon Musk&#8217;s America Party Will Even Be Ready By 2026 Midterms</a>
Why It Matters: Despite its impressive growth, Amazon&#8217;s Prime Day sales have reportedly <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46302633/amazon-stock-slips-as-early-prime-day-sales-data-disappoints">fallen short</a> of last year&#8217;s initial performance. In the first four hours of the 2025 event, sales were down nearly 14% compared to the same period in 2024, according to data from Momentum Commerce.
However, this year&#8217;s Prime Day is still expected to be a record-breaker, with Bank of America projecting a staggering&nbsp;<a href="https://www.benzinga.com/markets/large-cap/25/07/46247962/21-billion-in-4-days-amazon-prime-day-set-to-go-beast-mode-and-its-stock-might-join-the-party">$21 billion in sales</a>&nbsp;over just four days—a 60% leap from last year&#8217;s already historic haul.
Prime Day is just one of the major summer sales events, with Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) Deals Days and Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) Circle Week also offering <a href="https://www.benzinga.com/markets/large-cap/25/07/46299727/amazon-prime-day-vs-walmart-deals-days-vs-target-circle-week-summer-sales-showdown">significant discounts</a>. These events are expected to drive a surge in consumer spending, potentially impacting the stock performance of these retail giants.
Over the past year, shares of Amazon gained 10.4%, as per <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
<ul class="wp-block-list">
<li>READ MORE: <a href="https://www.benzinga.com/trading-ideas/insider-trades/25/07/46311520/jeff-bezos-offloads-nearly-666-million-in-amazon-stock-adds-to-post-wedding-sell-off-streak">Jeff Bezos Offloads Nearly $666 Million In Amazon Stock — Adds To Post-Wedding Sell-Off Streak </a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

BABA

Former Apple Employee Took A Leaf Out Of Alibaba's Book — Helped Jeff Bezos Transform Amazon's Summer Slump Into A Billion Dollar Prime Day Powerhouse

Nintendo Co. Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NTDOY#OTC">NTDOY</a>) has launched Switch 2 on Amazon.com Inc. through an invite-only system, marking the end of a year-long retail dispute between the companies.
What Happened: Amazon&#8217;s Switch 2 listing went live on Tuesday at standard retail pricing of $450 for the base console and $500 for the Mario Kart World bundle, according to social media reports from gaming industry tracker Wario64. 
<figure class="wp-block-image size-large is-resized"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09003526/Screenshot-2025-07-09-at-9.42.27%E2%80%AFAM-1024x323.png" alt="" class="wp-image-977563" style="width:732px;height:auto" /></figure>
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Nintendo Switch 2 console up for invitation request on Amazon ($449.99) <a href="https://t.co/Nci4bwcbho">https://t.co/Nci4bwcbho</a> Mario Kart Bundle ($499.99) <a href="https://t.co/mvpNN0un1M">https://t.co/mvpNN0un1M</a> <a href="https://twitter.com/hashtag/ad?src=hash&amp;ref_src=twsrc%5Etfw">#ad</a> <a href="https://t.co/veXWKjknE3">pic.twitter.com/veXWKjknE3</a>
&mdash; Wario64 (@Wario64) <a href="https://twitter.com/Wario64/status/1942632613879111920?ref_src=twsrc%5Etfw">July 8, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
The invite-only purchasing system represents a significant development for U.S. retail distribution, as Amazon was notably absent from the April 24 pre-order launch that included Target Corp., Best Buy Co. Inc., and Walmart Inc.
Bloomberg previously <a href="https://www.bloomberg.com/news/articles/2025-06-30/amazon-lost-right-to-sell-nintendo-switch-2-amid-sales-dispute?sref=HrWXCALa">reported</a> that third-party sellers undercutting Nintendo&#8217;s pricing may have contributed to the Amazon distribution dispute.
The conflict affected first-party Nintendo software and accessories availability on the platform for approximately one year, though international Amazon markets maintained normal Nintendo product distribution throughout the period.
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46311533/jeff-williams-once-tipped-as-tim-cooks-successor-to-retire-from-apple">Jeff Williams, Once Tipped As Tim Cook&#8217;s Successor, To Retire From Apple</a>
Why It Matters: The retail availability comes amid ongoing supply shortages that have driven strong demand fundamentals for Nintendo&#8217;s latest gaming hardware. 
Toyo Securities senior analyst Hideki Yasuda noted the Switch 2 is &#8220;overwhelmingly popular compared to past game consoles,&#8221; with industry analysts <a href="https://www.benzinga.com/news/gaming/25/07/46263422/nintendo-switch-2-shortage-to-continue-until-next-spring-as-per-analysts-report">projecting fiscal year sales of 18 million to 20 million units</a>, representing a 20% to 30% increase from the original Switch&#8217;s initial performance.
The console features enhanced AI processing capabilities and maintains backward compatibility with original Switch software, positioning it competitively against Microsoft Corp.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) upcoming ROG Xbox Ally handheld <a href="https://www.benzinga.com/news/gaming/25/06/45850712/microsoft-vs-nintendo-handheld-gaming-console-includes-nvidia-vs-amd-battle-which-one-will-come-out-on-top">scheduled for holiday 2025 release</a>.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46311405/mark-zuckerberg-led-meta-acquires-nearly-3-of-ray-ban-oakley-parent-essilorluxottica-in-3-5-billion-deal-report">Mark Zuckerberg-Led Meta Acquires Nearly 3% Of Ray-Ban, Oakley Parent EssilorLuxottica In $3.5 Billion Deal: Report</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Markus Mainka / Shutterstock.com

Amazon's Switch 2 Launch Ends Cold War With Nintendo—Exclusive Invites Mark Return To Gaming Frontlines

Major retailers are rolling out massive summer savings events this week with Amazon Prime Day, Walmart Deals and Target Circle Week <a href="https://www.benzinga.com/markets/tech/25/07/46252872/why-amazon-lags-its-peers-in-2025">leading the charge.&nbsp;</a>
Here's how each sales event stacks up in 2025.
<h2 class="wp-block-heading">Amazon Prime Day: Looking To Set New Records</h2>
Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Prime Day 2025 will run from July 8 to July 11 in a newly expanded <a href="https://www.benzinga.com/markets/large-cap/25/06/46064882/amazons-prime-day-secret-weapon-lipstick-and-luxury">four-day event</a>.&nbsp;
Adobe Analytics estimates that U.S. online sales across all retailers during this period will reach a record $23.8 billion, driven largely by Amazon's aggressive promotions and the event's extended duration.&nbsp;
Amazon alone is <a href="https://www.benzinga.com/markets/large-cap/25/07/46247962/21-billion-in-4-days-amazon-prime-day-set-to-go-beast-mode-and-its-stock-might-join-the-party">expected to generate</a> over $21 billion in gross merchandise value, marking a 60% increase from last year's event.
Read Next:<a href="https://www.benzinga.com/analyst-stock-ratings/upgrades/25/07/46245952/metas-growth-sizzles-but-wait-for-a-pullback-before-buying-in?utm_source=articleShare"> Meta&#8217;s Growth Sizzles, But Wait For A Pullback Before Buying In</a>
The e-commerce giant's strategy of extending the sale and offering deeper discounts has not only boosted its own revenue but also spurred competing retailers to launch overlapping events.
"Amazon naturally has a structural advantage in scale, logistics and brand loyalty, [but] the data suggests there is meaningful opportunity for other retailers to close the gap in the U.S. market," Daniel Reid, senior insights analyst at Similarweb, told <a href="https://www.modernretail.co/operations/companies-from-walmart-to-tiktok-shop-are-stretching-out-sales-and-sweetening-deals-to-compete-with-amazon-prime-day/">Modern Retail</a> via email. 
<h2 class="wp-block-heading">Walmart Deals Days: Expanding the Battle</h2>
Walmart, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) &nbsp;Deals Days event runs from July 8 to July 13, directly overlaps with Prime Day and has been extended to six days this year.&nbsp;
Shoppers can find deals both on the retailers app and in-stores and Walmart+ members benefit from early access.&nbsp;
While Walmart does not release specific Deals Days sales figures, industry analysts expect the retailer to capture a significant share of the $23.8 billion in projected U.S. online sales during this promotional window, according to <a href="https://www.forbes.com/sites/pamdanziger/2025/06/30/tariff-fears-to-power-amazon-prime-day-and-walmart-target-competing-sales-events/">Forbes</a>. 
Walmart and Target Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) are expected to collectively account for roughly 40% of non-Amazon spending.
Read Next: <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46236537/openai-says-tokens-are-not-equity-no-partnership-with-robinhood-musk-says-ai-companys-equity-is-fake?utm_source=articleShare">OpenAI Says Tokens Are Not Equity, No Partnership With Robinhood: Musk Says AI Company&#8217;s Equity &#8216;Is Fake&#8217;</a>
<h2 class="wp-block-heading">Target Circle Week: Loyalty and Back-to-School Focus</h2>
Target Circle Week, running from July 6 through July 12, is positioned to capture early back-to-school shoppers. The event offers special incentives for students and teachers, such as a one-time 20% storewide discount and reduced Circle 360 membership fees.
Despite Target's sales challenges—Q1 2025 revenues fell 2.8% to $23.85 billion—the retailer aims to use Circle Week to regain momentum and deepen loyalty engagement. Early access for Circle 360 members and daily "Deal of the Day" promotions are designed to drive traffic and conversion.
A Win-Win:&nbsp;
The convergence of Amazon Prime Day, Walmart Deals Days and Target Circle Week in July 2025 has created a fiercely competitive environment, with each retailer leveraging scale, loyalty programs and deep discounts to capture spending from cash-strapped consumers.&nbsp;
"Consumers are already looking for deals, and they will look across multiple retailers for those. If they can find those, it's a win for them and a win for the retailer," Stephanie Cegielski, vice president of research and public relations at ICSC told Modern Retail.&nbsp;
Read Next:&nbsp;
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46284237/sofi-ready-to-capture-the-opportunity-as-trumps-big-beautiful-plan-restricts-federal-student-loans?utm_source=articleShare">SoFi Ready To &#8216;Capture The Opportunity&#8217; As Trump&#8217;s &#8216;Big, Beautiful&#8217; Plan Restricts Federal Student Loans</a></li>
</ul>
Photo: Shutterstock

Large Cap

Movers

Trading Ideas

Amazon Prime Day Vs. Walmart Deals Days Vs. Target Circle Week: Summer Sales Showdown

Craig Shapiro, a macro strategist at The Bear Traps Report, says that President Donald Trump&#8217;s approach to inflation management is not that unlike &#8220;running a protection racket,&#8221; one that is built on coercion and intimidation, rather than the use of monetary tools.
What Happened: &#8220;Trump isn't fighting inflation with traditional tools,&#8221; Shapiro said on Monday, in a post on X, adding that &#8220;He's managing it like a boss running a protection racket.&#8221;
According to Shapiro, Trump&#8217;s strategy hinges on behavioral enforcement via public shaming, regulatory threats, and backroom pressure tactics to influence corporate pricing behavior, instead of fiscal and monetary controls.
See Also: <a href="https://www.benzinga.com/markets/forex/25/07/46272823/as-us-dollar-sinks-top-economist-warns-10-slide-could-spark-new-inflation-spike">As US Dollar Sinks, Top Economist Warns 10% Slide Could Spark New Inflation Spike</a>
He cites several examples of this, starting with his <a href="https://www.benzinga.com/news/25/05/45530157/peter-schiff-slams-trumps-eat-the-tariffs-message-to-walmart-he-might-as-well-ask-it-to-eat-rent-wag">&#8220;eat the tariffs&#8221; remark</a> to Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), <a href="https://www.benzinga.com/markets/tech/25/06/45769527/trump-threatened-tariffs-on-apple-and-mattel-why-the-barbie-maker-could-slide-free-but-tim-cooks-com">the tariffs threat</a> to Mattel Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAT#NASDAQ">MAT</a>) and Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), and so much more. 
Shapiro calls this model &#8220;Protection Racket Capitalism,&#8221; where major corporations like Walmart, Apple, and Exxon Mobil Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>) play the role of capos expected to enforce price discipline in their respective sectors. &#8220;Maintain discipline in your territory, or else,&#8221; he says.
&#8220;Meanwhile,&#8221; he says, Trump is using other policy tools, such as running deficits, imposing tariffs and pursuing deregulation, all of which he says are inflationary, while the &#8220;narrative is being held together by intimidation.&#8221;
The biggest vulnerability, according to Shapiro, is structural inflation. &#8220;You can jawbone Walmart,&#8221; he says. &#8220;You can threaten refiners. But you can't jawbone the rent.&#8221;
In conclusion, he states that if core inflation metrics were to reaccelerate in late-2025, this entire &#8220;Boss Economy&#8221; model could unravel, revealing a fragile narrative being held together, not by policy strength, but by optics and intimidation. 
<figure class="wp-block-embed aligncenter is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Trump isn't fighting inflation with traditional tools. He's managing it like a boss running a protection racket. Welcome to the Boss Economy: a world where prices are controlled by fear, favor, and direct intervention from the top. &#x1f9f5;
&mdash; Craig Shapiro (@ces921) <a href="https://twitter.com/ces921/status/1942192955885773235?ref_src=twsrc%5Etfw">July 7, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It Matters: This is precisely what Economist Peter Schiff had warned several months ago when Trump had asked Walmart to &#8220;eat the tariffs&#8221; and not pass on the costs to consumers. 
&#8220;Trump said Walmart should eat the tariffs. He might as well tell Walmart to <a href="https://www.benzinga.com/news/25/05/45530157/peter-schiff-slams-trumps-eat-the-tariffs-message-to-walmart-he-might-as-well-ask-it-to-eat-rent-wag">eat its rent</a>, wages, insurance, utilities, and all of its other costs too,&#8221; Schiff said.
Besides this, Yardeni Research President&nbsp;Ed Yardeni, believes that Trump&#8217;s tariffs have not been inflationary thus far, because falling oil and goods prices are <a href="https://www.benzinga.com/government/regulations/25/04/44828850/trump-tariffs-may-not-ignite-inflation-after-all-says-yardeni?">providing a deflationary backdrop</a>. 
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/asia/25/07/46290263/is-china-dodging-us-tariffs-direct-exports-to-america-plunge-43-as-vietnam-and-indonesia-see-big-spurts-report">Is China Dodging US Tariffs? Direct Exports To America Plunge 43% As Vietnam And Indonesia See Big Spurts: Report</a></li>
</ul>
Photo courtesy: Rawpixel.com / Shutterstock.com

Politics

Trump Manages Inflation Like 'Boss Running A Protection Racket,' Says Craig Shapiro: 'You Can Jawbone Walmart, But Not The Rent'

As AI assistants reshape how consumers search, shop and interact online, they stand to fundamentally disrupt Amazon&#8217;s lucrative retail media business, according to venture capitalist Joe Marchese.
Check out the current price of&nbsp;<a href="https://www.benzinga.com/quote/AMZN" target="_blank" rel="noreferrer noopener">AMZN stock here.</a>
What Happened: Speaking on the Risk Reversal podcast on Sunday, Marchese discussed the growing threats to retail media since the advent of ChatGPT and other similar tools.
Explaining the role of advertising and media in supporting online commerce, Marchese spoke about the dynamics of search and sponsored placements, and how that is &#8220;pure profit&#8221; for companies such as Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), which is expected to generate $60 billion in revenue through this medium in 2025, according <a href="https://www.warc.com/content/feed/amazon-retail-media-ad-revenue-to-hit-60bn-this-year/10620">to</a> research firm WARC Media.
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46268037/after-microsoft-lays-off-9100-workers-xbox-executive-tells-fired-workers-to-turn-to-ai-for-mental-health-help">After Microsoft Lays Off 9,100 Workers, Xbox Executive Tells Fired Workers To Turn To AI For Mental Health Help</a>
This, however, is changing with the rise of ChatGPT and other AI assistants, since users no longer have to go through traditional search before making any purchase decisions.
&#8220;That doesn&#8217;t exist in a world where I just ask ChatGPT, ‘What are the best batteries to get? Okay, buy me those batteries,'&#8221; Marchese says.
Marchese warns that this disruption goes well beyond just Amazon and Google's search ads. &#8220;It's not just search at Google, it&#8217;s search everywhere,&#8221; he said.
Platforms such as DoorDash Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>), Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) and Instacart (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>), with their up-and-coming retail media businesses, are just as vulnerable, according to Marchese.
&#8220;Every business that you think about,&#8221; he says, if they have an advertising business, which is a driver of profitability, then the extent to which it relies on people searching will determine just how much of a disruptor AI will be, since search doesn&#8217;t exist in the world of ChatGPT.
Why It Matters: More than a month ago, the CEO of Perplexity AI, Aravind Srinivas, said the same thing: &#8220;this is the first time in two decades that Google is extremely vulnerable,&#8221; citing its ultra-high-margin search advertising business as a <a href="https://www.benzinga.com/25/05/45536887/this-is-the-first-time-in-two-decades-that-google-is-extremely-vulnerableperplexitys-ceo-breaks-down-search-giants-margin-trap">strategic liability</a> in the ongoing AI arms race.
While AI is quickly emerging as a disruptor for one of Amazon&#8217;s most lucrative businesses, the company is successfully leveraging it to <a href="https://www.benzinga.com/markets/25/06/46003992/amazon-ceo-says-generative-ai-will-reduce-total-corporate-workforce">drive value for advertisers</a>, consumers and investors alike.
Recently, the company&#8217;s CEO, Andy Jassy, said that its AI offerings are currently being used by over 50,000 advertisers to plan, launch and optimize their campaigns on the platform. 
Price Action: Shares of Amazon were up 1.59% on Thursday, trading at $223.41, and are down 0.34% after hours.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="146" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07040802/Screenshot-2025-07-07-at-1.37.49-PM-1024x146.png" alt="" class="wp-image-974264" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07040802/Screenshot-2025-07-07-at-1.37.49-PM-1024x146.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07040802/Screenshot-2025-07-07-at-1.37.49-PM-300x43.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07040802/Screenshot-2025-07-07-at-1.37.49-PM-768x109.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07040802/Screenshot-2025-07-07-at-1.37.49-PM.png 1532w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
According to Benzinga&#8217;s Edge Stock Rankings, Amazon ranks well on Growth, and has a favorable price trend in the short, medium and long terms. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> for deeper insights into the stock. 
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="AI's Assault on Search and Commerce with Joe Marchese" width="500" height="281" src="https://www.youtube.com/embed/xx5jNBazixA?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/topics/25/07/46266251/robert-kiyosaki-calls-ai-the-biggest-change-in-modern-history-he-warns-you-need-to-take-proactive-action-to-avoid-becoming-a-victim">Robert Kiyosaki Calls AI The &#8216;Biggest Change In Modern History.&#8217; He Warns You Need To Take Proactive Action To Avoid Becoming A &#8216;Victim&#8217;</a></li>
</ul>
Photo courtesy: Markus Mainka / Shutterstock.com

CART

DASH

AI Assistants Could Break Amazon's $60 Billion Retail Media Business, Warns VC: 'It's Not Just Search At Google — It's Search Everywhere'

As Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) may dominate headlines with its extended <a href="https://www.benzinga.com/topic/prime-day">Prime Day this year</a> — but some of the most interesting trades are hiding in plain sight: Walmart Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), Peloton Interactive Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTON#NASDAQ">PTON</a>) and Chewy Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHWY#NYSE">CHWY</a>).
According to JPMorgan's Doug Anmuth, Amazon's four-day event (July 8–11) is expected to drive approximately 10% daily growth across its first-party, third-party, and physical stores. But this longer window doesn't just benefit Amazon — it creates a high-traffic, deal-hungry environment that lets competitors jump into the slipstream.
Read Also: <a href="https://www.benzinga.com/markets/large-cap/25/07/46247962/21-billion-in-4-days-amazon-prime-day-set-to-go-beast-mode-and-its-stock-might-join-the-party">$21 Billion In 4 Days? Amazon Prime Day Set To Go Beast Mode—And Its Stock Might Join the Party</a>
<h2 class="wp-block-heading">How Retail Rivals Are Syncing Their Sales Calendars</h2>
Walmart and Target Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) are already counter-programming with their own deal events like "Black Friday in July" and "Circle Week," positioning themselves as Prime Day alternatives — not just imitators. For Peloton, which regularly drops deep discounts around Prime Day, it's a chance to reconnect with budget-conscious buyers during the summer slump. And Chewy, fresh off Amazon's own "Pet Day" push, is likely to launch parallel pet promotions to defend its turf.
<h2 class="wp-block-heading">Prime Day: Inventory Ready, Traffic Heavy </h2>
What makes this year different? Anmuth notes that Amazon's inventory readiness, achieved through quiet forward-buying and regionalized logistics, allowed it to double Prime Day's length. But ironically, that bold move may have also handed competitors a larger window to capitalize on peak retail traffic — without the burden of running the show.
So while Amazon holds the mic, others are dancing on its stage. Investors chasing Prime Day upside would be wise to look beyond AMZN — and toward the names quietly monetizing the moment.
Because sometimes, the best Prime Day plays aren't hosting the party. They're just profiting from the crowd.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46100363/prime-time-for-amazon-jpmorgan-says-your-139-could-be-worth-1430">Prime Time For Amazon? JPMorgan Says Your $139 Could Be Worth $1,430</a></li>
</ul>
Image: Shutterstock

Long Ideas

CHWY

PTON

Walmart, Peloton, Chewy Set To Steal Amazon's Prime Day — Again

In what has been termed the most aggressive domestic spending rewrite in decades, the U.S. Senate<a href="https://www.benzinga.com/news/politics/25/07/46211326/one-big-beautiful-bill-passes-senate-with-jd-vances-tie-breaking-vote-trump-says-its-going-to-go-very-nicely-in-the-house"> passed a broad policy package</a> on Tuesday that reduces federal benefits for low-income Americans, redraws healthcare mandates, and, at the same time, sows the seeds of new equity exposure through so-called &#8220;Trump Accounts&#8221; for babies.
As the bill remains pending final passage in the House, market participants are already assessing how this fiscal reshaping might impact asset classes. ETFs, as ever, provide a window into which industries might take the hit or capture the gain.
<h2 class="wp-block-heading">SNAP Decisions, Consumer Staples Dilemma</h2>
One of the <a href="https://www.whitehouse.gov/articles/2025/05/fact-one-big-beautiful-bill-cuts-spending-fuels-growth/">bill's </a>headline features is a <a href="https://www.benzinga.com/news/financing/25/07/46215083/how-trumps-big-beautiful-bill-impacts-snap-medicaid-taxes-and-student-loans">drastic reduction in Supplemental Nutrition Assistance Program</a> (SNAP) funding—nearly $300 billion over the next decade. With more challenging work requirements and millions expected to drop off the rolls, the impact could show up in earnings for discount retailers, dollar stores, and low-margin grocery chains.
That brings <a href="https://www.benzinga.com/etfs">consumer staples ETFs</a><a href="https://www.benzinga.com/etfs" target="_blank" rel="noopener">,</a> such as the Consumer Staples Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) and the Vanguard Consumer Staples Index Fund ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>), into question. They feature powerhouse names such as Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) and Dollar General (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DG#NYSE">DG</a>), stocks with high exposure to lower-income consumers.
<h2 class="wp-block-heading">Healthcare ETFs: Mandate, Interrupted</h2>
The Medicaid overhaul is no less seismic. The bill mandates work requirements for able-bodied adults aged 19 to 64 and adds more paperwork hurdles, while slicing federal support by $1 trillion over 10 years. That could spell trouble for health insurers with high Medicaid exposure.
ETFs such as the iShares U.S. Healthcare Providers ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IHF#NYSE">IHF</a>) or the Health Care Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) could experience investor rotation when states are racing to change programs and losses in coverage accumulate—resulting in 12 million more uninsured in 2034, according to the Congressional Budget Office.
<h2 class="wp-block-heading">&#8220;Trump Accounts&#8221;: Baby&#8217;s First ETF?</h2>
As SNAP and Medicaid are threatened with cuts, the legislation creates the door to a whole new way of government-subsidized retail investing: &#8220;Trump Accounts.&#8221; These pilot accounts will invest $1,000 in a market-indexed stock fund for each baby born between 2025 and 2028, and parents can contribute up to $5,000 per year.
If rolled out nationwide, this would be a modest yet symbolically influential demand driver for diversified market ETFs, such as the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and the Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>).
<h2 class="wp-block-heading">Tax Cuts And Sector Tilts</h2>
With the bill locking in the 2017 tax cuts and raising the child tax credit to $2,200 per child, increased disposable incomes, particularly for middle-class households, may support sectors related to discretionary spending. Investors might lean toward ETFs such as the Consumer Discretionary Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) or Vanguard Growth ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VUG#NYSE">VUG</a>), which contain retail and technology giants.
<h2 class="wp-block-heading">State Burdens, Muni ETF Headaches</h2>
States aren&#8217;t untouched. They will now pay 5% of SNAP benefits and 75% of administrative expenses, and they are penalized for excessive payment error rates. That could squeeze municipal finances, with ramifications for municipal bond ETFs such as the iShares National Muni Bond ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MUB#NYSE">MUB</a>).
<h2 class="wp-block-heading">When Washington Moves, Markets React</h2>
This bill reminds investors that government spending isn't just a political debate—it's a market signal. Whether it's the squeeze on public benefits or the surprise boost for infant investors, ETFs are likely to reflect these tectonic shifts. For now, one thing's clear: when Washington rewrites the rules, Wall Street tends to reprice the playbook.
Next Read: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/specialty-etfs/25/07/46226903/musk-plots-a-party-trump-fires-back-tesla-etfs-watch-the-fallout">Musk Plots A Party, Trump Fires Back, Tesla ETFs Watch The Fallout</a></li>
</ul>
Photo: Shutterstock

Broad U.S. Equity ETFs

ETFs

iShares Dow Jones US Health Care Provides Index Fund

iShares S&P National AMT-Free Municipal Bond Fund

Select Sector SPDR-Consumer Discretionary

Trump's Tax Blitz Is An ETF Game-Changer—Are You Ready?

Ratings for Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) were provided by 23 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">5</td>
<td align="right">17</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">3</td>
<td align="right">6</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">6</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Walmart, revealing an average target of $107.91, a high estimate of $120.00, and a low estimate of $91.00. This current average has increased by 0.47% from the previous average price target of $107.41. 
<img src="https://www.benzinga.com/files/images/story/2025/1751479792_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The standing of Walmart among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Ivan Feinseth</td>
<td>Tigress Financial</td>
<td>Raises</td>
<td>Buy</td>
<td>$120.00</td>
<td>$115.00</td>
</tr>
<tr>
<td>David Belinger</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Outperform</td>
<td>$115.00</td>
<td>$105.00</td>
</tr>
<tr>
<td>Steven Shemesh</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$103.00</td>
<td>$102.00</td>
</tr>
<tr>
<td>Bradley Thomas</td>
<td>Keybanc</td>
<td>Raises</td>
<td>Overweight</td>
<td>$110.00</td>
<td>$105.00</td>
</tr>
<tr>
<td>Joseph Feldman</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$115.00</td>
<td>$115.00</td>
</tr>
<tr>
<td>Greg Melich</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>Outperform</td>
<td>$107.00</td>
<td>$105.00</td>
</tr>
<tr>
<td>Scot Ciccarelli</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$111.00</td>
<td>$107.00</td>
</tr>
<tr>
<td>Steven Shemesh</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$102.00</td>
<td>$102.00</td>
</tr>
<tr>
<td>Joseph Feldman</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$115.00</td>
<td>$115.00</td>
</tr>
<tr>
<td>Michael Baker</td>
<td>DA Davidson</td>
<td>Maintains</td>
<td>Buy</td>
<td>$117.00</td>
<td>$117.00</td>
</tr>
<tr>
<td>Peter Benedict</td>
<td>Baird</td>
<td>Raises</td>
<td>Outperform</td>
<td>$110.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Joseph Feldman</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$115.00</td>
<td>$115.00</td>
</tr>
<tr>
<td>Rupesh Parikh</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$110.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Scot Ciccarelli</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$107.00</td>
<td>$111.00</td>
</tr>
<tr>
<td>Steven Shemesh</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$102.00</td>
<td>$102.00</td>
</tr>
<tr>
<td>Rupesh Parikh</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$100.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Bobby Griffin</td>
<td>Raymond James</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$105.00</td>
<td>$115.00</td>
</tr>
<tr>
<td>David Belinger</td>
<td>Mizuho</td>
<td>Announces</td>
<td>Outperform</td>
<td>$105.00</td>
<td>-</td>
</tr>
<tr>
<td>Michael Lasser</td>
<td>UBS</td>
<td>Lowers</td>
<td>Buy</td>
<td>$110.00</td>
<td>$112.00</td>
</tr>
<tr>
<td>Steven Shemesh</td>
<td>RBC Capital</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$102.00</td>
<td>$107.00</td>
</tr>
<tr>
<td>Joseph Feldman</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$115.00</td>
<td>$115.00</td>
</tr>
<tr>
<td>Mark Astrachan</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Hold</td>
<td>$91.00</td>
<td>$93.00</td>
</tr>
<tr>
<td>Rupesh Parikh</td>
<td>Oppenheimer</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$95.00</td>
<td>$110.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Walmart. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Walmart compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Walmart's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Walmart's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/WMT/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Walmart analyst ratings.</a>
<h2>Unveiling the Story Behind Walmart</h2>
Walmart is a leading retailer in the United States, with its strategy predicated on superior operating efficiency and offering the lowest priced goods to consumers to drive robust store traffic and product turnover. Walmart augmented its low-price business strategy by offering a convenient one-stop shopping destination with the opening of its first supercenter in 1988.Today, Walmart operates over 4,600 stores in the United States (5,200 including Sam's Club) and over 10,000 locations globally. Walmart generated over $460 billion in domestic namesake sales in fiscal 2025, with Sam's Club contributing another $90 billion to the company's top line. Internationally, Walmart generated $120 billion in sales. The retailer serves around 270 million customers globally each week.
<h3>Unraveling the Financial Story of Walmart</h3>
Market Capitalization: Positioned above industry average, the company's market capitalization underscores its superiority in size, indicative of a strong market presence.
Positive Revenue Trend: Examining Walmart's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 2.54% as of 30 April, 2025, showcasing a substantial increase in top-line earnings. When compared to others in the Consumer Staples sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 2.71%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): Walmart's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of 5.13%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): Walmart's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of 1.72%, the company may face hurdles in achieving optimal financial returns.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.8.
<h2>What Are Analyst Ratings?</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Deep Dive Into Walmart Stock: Analyst Perspectives (23 Ratings)

Tigress Financial analyst Ivan Feinseth maintains Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) with a Buy and raises the price target from $115 to $120.

Price Target

Tigress Financial Maintains Buy on Walmart, Raises Price Target to $120

Affirm Holdings Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>) fiscal 2026 revenues are likely to be impacted by Walmart Inc.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) volumes beginning to shift to Klarna-powered OnePay in the coming quarters, as well as a higher mix of non-interest-bearing transactions, according to Needham.
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5f22a54029cf490001b01b94/kyle-peterson">Analyst Kyle Peterson</a> maintained a Hold rating on the stock.
The Affirm Holdings Thesis: Despite the revenue impact, Walmart's volumes shifting to Klarna/OnePay may not affect Affirm&#8217;s operating income, as "Walmart&#8217;s traffic is less profitable than the rest of AFRM&#8217;s merchant partners,&#8221; Peterson said in the note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Affirm Holdings should be able to retain traffic generated through its app, he added.
Non-interest-bearing transactions were around 30% of the company's GMV (gross merchandise value) in the fiscal third quarter, the analyst stated. This could "remain at an elevated rate versus recent levels as AFRM continues to prioritize consumer-friendly financing and payment options," he wrote.
While these are not long-term concerns, Affirm Holdings' stock may remain volatile as estimates are recalibrated in the coming weeks, Peterson said.
AFRM Price Action: Shares of Affirm Holdings had risen by 1.12% to $67.85 at the time of publication on Wednesday.
Read More: <a href="https://www.benzinga.com/markets/equities/25/06/46102799/us-economy-subprime-crisis-2025-household-debt-credit-card-loans-auto">Subprime Was A Trainwreck In 2008―Now It&#8217;s A Sweet Spot, Says Goldman Sachs</a>
Photo: Shutterstock

Analyst Color

Reiteration

AFRM

Affirm Holdings: Impact Of Walmart-Klarna Deal, 'Higher Mix Of Zeroes'

A budget-conscious Reddit user in the <a href="https://www.reddit.com/r/Frugal/comments/1ljp9nh/instacart_vs_in_person_shopping_cost_analysis/">r/Frugal</a> subreddit recently shared a side-by-side cost analysis of buying groceries through Instacart (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) versus shopping in person. It sparked a wide-ranging conversation about convenience, cost, and tipping culture that many like-minded shoppers chimed in on.
<h2 class="wp-block-heading">Paying For Convenience Adds Up Quickly</h2>
The original poster said they were feeling lazy and nearly <a href="https://www.benzinga.com/25/02/43671734/instacart-has-extensive-retailer-integrations-and-high-quality-shopping-experience-says-analyst">placed an Instacart order</a>. But curiosity kicked in. &#8220;I cancelled the order and went to the store (Wegmans) to buy the exact items,&#8221; they wrote. The result? The Instacart version would have cost $15.46 more for the same groceries.
Don't Miss:
<ul class="wp-block-list">
<li>Named a TIME Best Invention and Backed by 5,000+ Users, Kara's Air-to-Water Pod Cuts Plastic and Costs — <a href="https://www.benzinga.com/money/americans-spend-1000-per-year-on-plastic-water-bottles-kara-pod-gives-you-clean-drinking-water-by-pulling-moisture-from-the-air">And You Can Invest At Just $6.37/Share</a></li>
<li>Named a TIME Best Invention and Backed by 5,000+ Users, Kara's Air-to-Water Pod Cuts Plastic and Costs — <a href="https://www.benzinga.com/money/americans-spend-1000-per-year-on-plastic-water-bottles-kara-pod-gives-you-clean-drinking-water-by-pulling-moisture-from-the-air">And You Can Invest At Just $6.37/Share</a></li>
</ul>
That difference came from several sources: the fee, the delivery fee, the tip, and the per-item price increase, which also raises the tax. While some dismissed that increase as the cost of convenience, many commenters thought the markup was too steep.&nbsp; &#8220;Instacart marks up the prices majorly in my area. I&#8217;ve never even considered ordering from them,&#8221; one person wrote.
Others echoed similar concerns. One commenter said they stopped using Instacart after noticing that the substitutions and item quality weren't consistent with what they would choose themselves.
<h2 class="wp-block-heading">Disability, Illness And Transportation Make A Difference</h2>
Many Redditors said they rely on grocery delivery due to health issues, lack of a car, or extreme weather. &#8220;I&#8217;m disabled, and it can be really difficult to go grocery shopping sometimes,&#8221; one wrote. &#8220;It&#8217;s legitimately been so helpful while I try and get my health issues under control.&#8221;
Trending: Invest early in CancerVax's breakthrough tech aiming to disrupt a $231B market. <a href="https://www.benzinga.com/money/this-company-may-have-found-a-way-to-treat-cancer-by-tricking-the-bodys-immune-system-and-early-studies-show-some-promise-find-out-how-you-can-invest-in-the-future-of-cancer-treatment">Back a bold new approach to cancer treatment with high-growth potential.</a>
Another said: &#8220;I do pet sitting but don&#8217;t own a car&#8230; Given that my apartment and job both charge for parking—combined about $2.2K a year—I&#8217;ve calculated I&#8217;m coming out ahead getting my groceries delivered.&#8221;
There was also a practical angle: <a href="https://www.benzinga.com/personal-finance/25/05/45494677/ramit-sethi-reveals-3-quick-wins-to-save-100-without-giving-up-everything-you-love-you-dont-have-to-sit-at-home-with-the-lights-off">avoiding impulse spending</a>. &#8220;When I use a delivery service&#8230; I stick to my list and I can comparison shop better,&#8221; one user wrote. &#8220;Even though I pay a convenience fee for grocery delivery, my total spending has not increased.&#8221;
<h2 class="wp-block-heading">Tipping Sparked Heated Reactions</h2>
OP mentioned tipping $3 on the Instacart order, which many readers saw as too low: &#8220;If you're going to use a convenience service, you absolutely need to tip more.&#8221;
Several gig workers commented directly. &#8220;I obsess over picking good produce and make about $35 an hour,&#8221; one Instacart shopper wrote. Another added: &#8220;IC pay starts at $4 per order&#8230; We deal with lines, finding obscure products, our gas, time, and effort.&#8221;
However, as this is the frugal community, one person also wondered, &#8220;Do you tip the normal checkout person?&#8221;
See Also: Many are using retirement income calculators to check if they&#8217;re on pace —<a href="https://www.benzinga.com/money/how-do-i-calculate-my-retirement-income-adv"> here&#8217;s a breakdown on what&#8217;s behind this formula.</a>
<h2 class="wp-block-heading">Curbside Pickup: The Budget-Friendly Middle Ground?</h2>
One solution kept popping up: curbside pickup. It avoids delivery fees and tipping, but still saves time. As someone said, &#8220;It&#8217;s the best of both worlds.&#8221;&nbsp;
Some retailers like Kroger (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KR#NYSE">KR</a>) and Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) offer in-store prices for pickup, with people reporting they <a href="https://www.benzinga.com/money/how-to-create-a-budget">stick to their budgets</a> better and avoid buying unnecessary extras.&nbsp;
And although Instacart and other delivery services can easily add 10% to 30% to your grocery bill. But for many, it's a worthwhile tradeoff.
Read Next: Tired of Grid Failures and Charging Deserts? This Startup Has a Solar Fix and $25M+ in Sales — <a href="https://www.benzinga.com/money/meet-the-company-seeking-to-give-americans-energy-independence-and-learn-how-you-can-become-an-early-investor">Now Raising at $3/Share</a>
Image: Shutterstock

Personal Finance

A Frugal Shopper Did A Cost Analysis Of Instacart Vs. In-Store Shopping. Here's How The Expenses Compare

Summer may be just getting underway, but plenty of parents are already planning their spending for the upcoming school year.&nbsp;
Nearly 75% of parents plan to spend the same or more on back-to-school shopping this year, a consumer survey from <a href="https://www.pwc.com/us/en/industries/consumer-markets/library/back-to-school-education-spending.html">PwC</a> found. And more than one in three parents actually plan to spend more this year than they have previously.
Economic uncertainties and the effects of the tariffs had many experts uncertain as to whether or not back-to-school shopping would drop sharply this fall. But PwC's findings seem to indicate that inflationary fatigue won't curb demand after all.
Don't Miss:
<ul class="wp-block-list">
<li>Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wiseradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation. </a></li>
<li>Named a TIME Best Invention and Backed by 5,000+ Users, Kara's Air-to-Water Pod Cuts Plastic and Costs — <a href="https://www.benzinga.com/money/americans-spend-1000-per-year-on-plastic-water-bottles-kara-pod-gives-you-clean-drinking-water-by-pulling-moisture-from-the-air">And You Can Invest At Just $6.37/Share</a></li>
</ul>
"A lot of it is necessities. It's people knowing that they're going to have to get this specific book, or these specific supplies for school or they require technology for their kids," PwC Global Retail Leader Kelly Pedersen told <a href="https://www.cnbc.com/2025/06/24/back-to-school-consumer-spending.html">CNBC</a>. "This is just a necessary spend."
However, anxiety about the impacts of tariffs hasn't entirely dissipated. "A lot of the average consumers in the U.S. sort of feel this cloud hanging above of, when are the tariffs going to hit, and what are those going to do to prices," Pedersen said.
Several popular back-to-school retailers, like Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) and Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>), have said they plan to raise prices as a result of the tariffs. "We will do our best to keep our prices as low as possible. But given the magnitude of the tariffs, even at the reduced levels announced this week, we aren&#8217;t able to absorb all the pressure given the reality of narrow retail margins, Walmart CEO Doug McMillon said on an <a href="https://corporate.walmart.com/content/dam/corporate/documents/newsroom/2025/05/15/walmart-releases-q1-fy26-earnings/q1-fy26-earnings-call-transcript.pdf">earnings call</a> in May.
Trending: Tired of Grid Failures and Charging Deserts? This Startup Has a Solar Fix and $25M+ in Sales — <a href="https://www.benzinga.com/money/meet-the-company-seeking-to-give-americans-energy-independence-and-learn-how-you-can-become-an-early-investor">Now Raising at $3/Share</a>
Similarly, in the company's <a href="https://corporate.target.com/getmedia/9c383747-166d-4310-b91f-cd77b7d06433/2025-May-21-TGT-Transcript.pdf">Q1 earnings call</a>, Target CEO Brian Cornell said that price increases may happen, but that they would be a "very last resort" as the company's primary goal remains "supporting American families as they manage their budgets."&nbsp;
PwC also cautions that the mid-May tariff rollback, which fueled a rush of exports from China, may cause uneven inventory availability. However, it remains optimistic that retailers will have remedied these supply chain concerns by the time back-to-school shopping is in full swing.
For parents looking to save money this fall, prioritizing discounts and shopping early are the two most common methods for cutting costs. Reusing items and cutting back in specific categories like technology and clothing are also popular strategies.
The study also found that one in five parents plan to use AI tools to help them discover the best deals on back-to-school items. "This helps create a growing imperative for retailers to enhance their digital channels and search visibility for AI-powered discovery," the report said.&nbsp;
Read Next:&nbsp;
<ul class="wp-block-list">
<li>Invest early in CancerVax's breakthrough tech aiming to disrupt a $231B market. <a href="https://www.benzinga.com/money/this-company-may-have-found-a-way-to-treat-cancer-by-tricking-the-bodys-immune-system-and-early-studies-show-some-promise-find-out-how-you-can-invest-in-the-future-of-cancer-treatment">Back a bold new approach to cancer treatment with high-growth potential.</a></li>
<li>Many are using retirement income calculators to check if they&#8217;re on pace —<a href="https://www.benzinga.com/money/how-do-i-calculate-my-retirement-income-adv"> here&#8217;s a breakdown on what&#8217;s behind this formula.</a></li>
</ul>
Image: Shutterstock

'This Is Just A Necessary Spend': Back-To-School Spending Holds Steady Despite Economic Uncertainties

Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) has outperformed the market over the past 10 years by 3.33% on an annualized basis producing an average annual return of 14.82%. Currently, Walmart has a market capitalization of $781.36 billion. 
Buying $100 In WMT: If an investor had bought $100 of WMT stock 10 years ago, it would be worth $404.94 today based on a price of $97.91 for WMT at the time of writing.
<h3>Walmart's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751388320_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $100 In This Stock 10 Years Ago, You Would Have This Much Today

Amazon&#8217;s 11th Prime Day event will commence on July 8 and run for four days, concluding on July 11. This marks a significant expansion, doubling the duration of last year&#8217;s two-day event. As in previous years, early access promotions will be available.
Prime Day 2025 will span 26 countries, with six additional markets, including Brazil, Egypt, India, Mexico, Saudi Arabia, and the United Arab Emirates, holding their events later in the summer to optimize timing. 
Bank of America Securities analyst Justin Post <a href="https://www.benzinga.com/quote/AMZN/analyst-ratings" target="_blank" rel="noreferrer noopener">maintained a Buy</a> rating on Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) with a price forecast of $248 on Tuesday.
The analyst said the event offers millions of deals on 35+ categories spanning electronics, fashion, and personal care, as well as savings on Amazon&#8217;s less penetrated categories like grocery, gasoline, and travel.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45982631/amazon-ceo-says-generative-ai-will-reduce-total-corporate-workforce" rel="noreferrer noopener">Amazon CEO Says Generative AI Will Reduce Total Corporate Workforce</a>
Amazon positioned AI as a key savings tool in its latest Prime release, aligning with Post&#8217;s view that AI boosts retail efficiency and transparency.
Post said U.S. shoppers can now use Alexa+ to track price drops, get personalized deals, and receive AI-powered recommendations via Rufus and Shopping Guides.
The analyst predicts that Prime Day will extend twice as long this year and will, therefore, impact year-over-year (Y/Y) trends.
For the 4-day event, he projected 55% Y/Y first-party growth to $11.5 billion and 67% Y/Y third-party growth to $10.0 billion. Post estimated Prime Day could generate $21.4 billion in Gross Merchandise Value (GMV), growing approximately 60% Y/Y.
The analyst&#8217;s estimate implied $5.4 billion in GMV daily, down 20% Y/Y, which is reasonable given less urgency around each day.
Based on his projection for $208 billion in total third-quarter GMV, he estimated Prime Day(s) could represent 10.3% of GMV for the quarter (higher than 7.0% last year).
Despite competition from retailers like Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), Target Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>), and Best Buy Co., Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>), Post expects the event to remain a positive driver for Amazon branding and Prime sign-up/retention.
Extending the savings window suggests that Amazon has greater retail logistics capacity to offer promotions, and that inventory availability is not a constraint, despite tariff concerns, as per the analyst.
Price Action:&nbsp;AMZN stock is down 0.28% at $218.76 at the last check on Tuesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46149318/microsofts-next-gen-ai-chip-still-lags-nvidias-blackwell-postpones-launch" target="_blank" rel="noreferrer noopener">Microsoft&#8217;s Next-Gen AI Chip Still Lags Nvidia&#8217;s Blackwell, Postpones Launch</a></li>
</ul>
Image via Shutterstock

Amazon's AI-Powered 4-Day Prime Day Will Drive Billions In Sales

Jim Cramer is optimistic about Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), despite the ongoing tariff pressures. His prediction comes after a conversation with Amazon&#8217;s CEO, Andy Jassy.
What Happened:&nbsp;On Tuesday, Cramer posted on X to share his views after speaking with Jassy. He believes that the e-commerce giant is poised for a strong second half, despite the ongoing tariff pressures and expressed confidence in Amazon&#8217;s ability to maintain lower prices than most competitors, except perhaps&nbsp;Costco Wholesale Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COST#NASDAQ">COST</a>), despite the current market uncertainties.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">After speaking with Andy Jassy i am more and more convinced that Amazon, right now stalled, will have a great second half because it will have lower prices than everyone else, except for perhaps Costco.
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1939954911006843105?ref_src=twsrc%5Etfw">July 1, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Cramer&#8217;s post was in response to his <a href="https://www.cnbc.com/2025/06/30/despite-tariffs-andy-jassy-says-amazon-hasnt-seen-prices-appreciably-go-up-so-far.html">interview </a>with Jassy on CNBC&#8217;s Mad Money, where Jassy discussed Amazon&#8217;s pricing strategy and its ability to mitigate the impact of tariffs imposed by President Donald Trump. Jassy mentioned that Amazon and its third-party sellers had forward-bought inventory to avoid tariff-related issues. He also emphasized that Amazon has not seen significant price increases so far.
&nbsp;&#8220;&#8230;we have, so far, not seen prices appreciably go up,&#8221; stated the Amazon CEO.
Amazon CEO Andy Jassy said the platform&#8217;s two million sellers create diversity, allowing some to absorb tariff costs while others raise costs—ultimately benefiting customers.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/macro-economic-events/25/07/46188192/trump-administration-reportedly-scales-back-ambitions-for-comprehensive-trade-deals" target="_blank" rel="noreferrer noopener">Trump Administration Reportedly Scales Back Ambitions For Comprehensive Trade Deals Before Tariff Deadline</a>
Why It Matters:&nbsp;Fundstrat Global Advisors&#8216; Head of Research, Tom Lee, also <a href="https://www.benzinga.com/markets/economic-data/25/07/46188202/tom-lee-calls-amazon-an-early-signal-as-andy-jassy-says-no-price-hike-despite-trump-tariffs-absence-of-inflation-is-a-positive-sign">highlighted </a>Amazon as a critical early indicator for U.S. inflation trends. The company&#8217;s stable pricing, despite tariff pressures, is seen as a positive sign for the broader economic outlook.
Meanwhile, other <a href="https://www.benzinga.com/markets/25/05/45536218/walmart-responds-to-trumps-eat-the-tariff-remark-worked-to-keep-our-prices-as-low-as-possible-and-we-wont-stop">retail giants</a> like Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) have also been grappling with the tariff pressures. In May, Walmart responded to Trump&#8217;s tariff remarks, emphasizing its commitment to keeping prices as low as possible for consumers.
As the tariff pressures continue to impact the retail sector, Cramer&#8217;s prediction about Amazon&#8217;s performance in the second half of 2025 will be closely watched by market observers.
Over the past month, shares of Amazon climbed 6.17% while Costco dropped 6.33%, as per <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>. 
<ul class="wp-block-list">
<li>READ MORE: <a href="https://www.benzinga.com/markets/equities/25/06/46110289/amazon-ceo-andy-jassy-warns-of-ai-driven-workforce-reduction-amzn-wont-keep-everyone-says-ex-vp-ethan-evans-in-warning-to-employees">Amazon CEO Andy Jassy Warns Of AI-Driven Workforce Reduction — AMZN &#8216;Won&#8217;t Keep Everyone,&#8217; Says Ex-VP Ethan Evans In Warning To Employees</a> </li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Jim Cramer Says 'Stalled' Amazon Will Have A 'Great Second Half' Thanks To Lower Prices Than Others, Except Costco

Financial giants have made a conspicuous bullish move on Walmart. Our analysis of options history for Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) revealed 8 unusual trades.
Delving into the details, we found 75% of traders were bullish, while 25% showed bearish tendencies. Out of all the trades we spotted, 2 were puts, with a value of $102,398, and 6 were calls, valued at $554,071.
<h3>Predicted Price Range</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $75.0 and $100.0 for Walmart, spanning the last three months.
<h3>Volume &amp; Open Interest Trends</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Walmart's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Walmart's significant trades, within a strike price range of $75.0 to $100.0, over the past month.
<h3>Walmart Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751295690_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>WMT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/17/27</td>
<td>$16.75</td>
<td>$16.5</td>
<td>$16.75</td>
<td>$95.00</td>
<td>$335.0K</td>
<td>373</td>
<td align="right">203</td>
</tr>
<tr>
<td>WMT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/21/25</td>
<td>$6.7</td>
<td>$6.6</td>
<td>$6.7</td>
<td>$100.00</td>
<td>$65.0K</td>
<td>923</td>
<td align="right">97</td>
</tr>
<tr>
<td>WMT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$3.0</td>
<td>$2.99</td>
<td>$3.0</td>
<td>$97.50</td>
<td>$64.8K</td>
<td>4.3K</td>
<td align="right">370</td>
</tr>
<tr>
<td>WMT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$26.75</td>
<td>$26.15</td>
<td>$26.75</td>
<td>$75.00</td>
<td>$50.8K</td>
<td>125</td>
<td align="right">19</td>
</tr>
<tr>
<td>WMT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/21/25</td>
<td>$5.7</td>
<td>$5.6</td>
<td>$5.7</td>
<td>$100.00</td>
<td>$38.7K</td>
<td>873</td>
<td align="right">6</td>
</tr>
</tbody>
</table>

<h3>About Walmart</h3>
Walmart is a leading retailer in the United States, with its strategy predicated on superior operating efficiency and offering the lowest priced goods to consumers to drive robust store traffic and product turnover. Walmart augmented its low-price business strategy by offering a convenient one-stop shopping destination with the opening of its first supercenter in 1988.Today, Walmart operates over 4,600 stores in the United States (5,200 including Sam's Club) and over 10,000 locations globally. Walmart generated over $460 billion in domestic namesake sales in fiscal 2025, with Sam's Club contributing another $90 billion to the company's top line. Internationally, Walmart generated $120 billion in sales. The retailer serves around 270 million customers globally each week.
Following our analysis of the options activities associated with Walmart, we pivot to a closer look at the company's own performance.
<h3>Where Is Walmart Standing Right Now?</h3>
<ul>
<li>Trading volume stands at 2,865,261, with WMT's price down by -0.71%, positioned at $96.58.</li>
<li>RSI indicators show the stock to be may be approaching oversold.</li>
<li>Earnings announcement expected in 52 days.</li>
</ul>
<h3>Expert Opinions on Walmart</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $110.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from RBC Capital continues to hold a Outperform rating for Walmart, targeting a price of $103. 
&#x2A; Consistent in their evaluation, an analyst from Mizuho keeps a Outperform rating on Walmart with a target price of $115. 
&#x2A; Maintaining their stance, an analyst from Keybanc continues to hold a Overweight rating for Walmart, targeting a price of $110. 
&#x2A; An analyst from Evercore ISI Group has decided to maintain their Outperform rating on Walmart, which currently sits at a price target of $107. 
&#x2A; An analyst from Telsey Advisory Group has decided to maintain their Outperform rating on Walmart, which currently sits at a price target of $115. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Walmart options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Options

Spotlight on Walmart: Analyzing the Surge in Options Activity

Insider Trades

Walmart Form4 Filing Shows Walton Family Holdings Trust Sold 378,639 Shares At An Average Price Of $97.52/Share

<a href="https://www.bloomberg.com/news/articles/2025-06-27/trump-officials-met-with-walmart-on-direct-to-patient-drug-sales">https://www.bloomberg.com/news/articles/2025-06-27/trump-officials-met-with-walmart-on-direct-to-patient-drug-sales</a>

General

'Trump Officials Met with Walmart on Direct-to-Patient Drug Sales'- Bloomberg

Contracts

Press Releases

OnePay and Synchrony to Launch New Industry-Leading Credit Card Program With Walmart; Credit Card to Be Powered by Mastercard and Set to Go Live This Fall

Synergy CHC (NASDAQ: SNYR) Taps Coca-Cola Exec to Accelerate Global Expansion of "FOCUSfactor®" Energy Drink – More Stocks Moving Inside

Small-Cap Disruptors KZIA, SNYR, HSDT, TRNR, PRSO Lead Momentum – More Microcap Stocks Inside

Walmart and Soda Health Join Forces to Deliver AI-Powered Personalized Nutrition and Wellness Insights

Walmart Opens First Owned and Operated Case-Ready Beef Facility in Olathe, Kansas

Synergy CHC Corp. (NASDAQ: SNYR) Secures Distribution Wins for FOCUSfactor® Supplements and Functional Beverages – More Stocks Inside

Synergy's (NASDAQ: SNYR) "FOCUSfactor" Massive 50,000 Store Expansion Including Walmart (NYSE: WMT) Canada – Alongside MOGO, ELWS, DAIC – Stocks Under $5 to Watch

Walmart, Sam's Club and the Walmart Foundation Commit up to $500,000 to Support Texas Flood Relief Efforts

This Week Undercard $3 Stocks: SNYR, SONN, LGPS, SVRE, PRSO Making Strategic Moves

MAG 7 Undercard: $5 Stocks to Watch – NDRA, BSLK, WOLF, OCC, SNYR Poised for Action More Inside

ARTL

BMNR

BSLK

DAIC

ELWS

EVGN

HSDT

IMNN

INEO

IPDN

KBSX

KLTO

KZIA

LGPS

MGNX

MOGO

NDRA

PLUG

PNPNF

PRSO

SNYR

SONN

SVRE

TRNR

TSXV:PNPN

WBUY

WINT

WOLF

BJ's Wholesale Club Holdings, Inc. Common Stock

BJ's Wholesale Club Hldgs

Costco Wholesale Corporation - Common Stock

Costco Wholesale

Dollar General

Dollar Tree

Pricesmart

Target

Tigress Financial

Mizuho

RBC Capital

Keybanc

Telsey Advisory Group

Screenshot 2025-03-03 at 9.08.11 PM

$BNB

$ETH

COIN

NFLX

OBNB

While Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO: ETH) dominate the discourse surrounding cryptocurrencies thanks to their positioning as the top two assets by market cap, BNB (CRYPTO: 

The Binance Bottleneck: Why U.S. Investors Are Locked Out And What They Can Do About It

image (8)

Emerging Markets

Movers & Shakers

GOEV

TSLA

How Canoo&#39;s Flexible, Award-Winning Electric Vans Are Helping Reshape Commercial And Government Fleets

Screenshot 2024-09-11 at 6.26.17 PM

This EV-Based Small Cap Has Partnerships With Walmart, NASA And The U.S. Postal Service – Is It On Your Radar?

Screenshot 2024-06-24 at 11.09.03 PM

AENT

TOON

Kartoon Studios Gears Up To Launch Most Ambitious Project Yet With New Winnie-The-Pooh Franchise; Backed By $30M Of Non-Dilutive Financing From Catalyst Venture Partners

Screenshot 2024-06-24 at 5.31.08 PM

IZEA

Influencers Are Driving Consumers To Discount Clubs And Major Retailers Like Costco Finds IZEA&#39;s Latest Survey

Comments

Walmart

Notizie

Ultime notizie per Walmart (NYSE:WMT) Azioni

Notizie

PARTNER/COLLABORATORE

BENZINGA NEL MONDO