ECLC
12:38

Nice memories of shopping at Walmart in the past.  Interesting to watch its e-commerce  growing fast. Beyond cautious short term, it is building the future of retail. 

Walmart Guidance Misses, $30B Buyback: Stock Peaks?
Walmart posted $190.66B Q4 revenue (vs $190.58B est.) and $0.74 EPS (vs $0.73 est.), while announcing a fresh $30B buyback. Yet guidance disappointed: FY2027 EPS is projected at $2.75–$2.85, below the $2.97 consensus. Shares fell over 2% premarket. With a $1T market cap and strong defensive flows, Walmart has been a clear winner in the AI-driven rotation toward supply chain efficiency and essentials. But slowing earnings momentum and macro uncertainty raise questions. Is this consolidation after a massive run? Or an early signal that defensive leadership is peaking?
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