Quick Read – WMT posted nearly 50% marketplace growth and 37% advertising expansion, while COST’s 90% membership renewal rate powered 12% revenue growth. – Costco’s 48 P/E reflects its subscription-like loyalty moat, but Walmart’s $30 billion buyback and early-stage ad flywheel…
fer more optionality. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Walmart didn’t make the cut. Grab the names FREE today
Walmart (NYSE: WMT) and Costco (NASDAQ: COST) just delivered earnings that show two very different retail playbooks working at once. Walmart leaned on advertising, marketplace, and faster delivery to expand its empire. Costco kept doing what it does best: opening clubs, renewing members, and pushing Kirkland deeper into the cart.
Both reports beat the Street, but the businesses behind the beats look nothing alike. Ads and Marketplace Carry Walmart. Memberships Carry Costco.