Walmart vs Amazon
Which looks better right now, Amazon or Walmart?
One is an obscenely valued albeit fast growing technology giant that specializes in retail. The other is a slow-growing albeit appropriately valued retailer attempting to specialize in technology, via the Jet.com acquisition and other initiatives.
One is buying a brick and mortar supermarket chain (Whole Foods) and spending prodigiously to beef up its logistics capabilities. The other is already a logistics ninja and has all the bricks and all the mortar any consumer-facing company could possibly need.
One has a CEO that also owns the Washington Post and is on the verge of becoming public enemy number one of the President of the United States. The other has an executive team based in the heart of Trump Country, Arkansas and largely keeps its head down to avoid conflict with the government.
It’s worth pointing out that Walmart is on the verge of a breakout for the first time in a long time and is starting to get some recognition for the technology efforts it’s making. Amazon, already a massive winner in so many ways, is beginning to look more like an incumbent and less like a disruptor – despite its culture of being willing to slay sacred cows and disrupt itself.
Oh, and one pays a dividend
Just sayin!
Owner, Wealth Logic
7 年Years ago when I was teaching investments, I brought in an active money manager. With all the confidence in the world, he explained to my class how absurd it was that a company like Apple can have a market cap even close to Walmart. He stated all the reasons apple was overvalued. The rest is history.
CEO | Walmart Amazon Wayfair SME | Multi Channel Marketing | Big Box Retail Expert | Sales Operations | Ecommerce
7 年Great insight Joshua Brown! Best times to be part of the wholesale/retail market! I will for sure keep my eyes at Walmart, the giant made so many investments and changes lately that things look like they are about to turn. Amazon, also ever adjusting, so it will be interesting to see what's ahead.
Owner, ClientFirst Strategy, Inc. / ??Chief Listening Officer / Financial Advisor
7 年There are retailers and there are retailers. -Yiddish Proverb
Operational Risk Management | Business Execution
7 年Amazon has got the lead at this point! Logistically and technology wise they have stepped up in many areas to be better processed driven and efficient.