The grocery wars are on. Motley full money starts now.

Welcome to Motley full money. I'm Dee Drobuller here with Bill Barker. Bill, how are you today?

I'm well, thanks for asking. I do hear it. We're sort of wrapping up retail week here with Walmart.

For me, it's the it's the biggest bell weather. On the show yesterday, we had Jason Moser, Dylan Lewis.

They talked Target. The news was not so great for Target, but Walmart delivered today.

So literally in this case, not only were comparable sales up 6.4%, but E-commerce was up 24%.

Feels like it's been a bit of a long journey for Walmart and E-commerce, but I don't know. I think

they may have figured it out. What do you think? Yeah, they, I mean, up 24% is an awfully good number

and supportive of the continued growth here, the opportunities that they have somewhat later

to the game than they might have been, but that just gives them more room to grow from here.

I mean, I feel like the jet.com thing when that happened, there was a lot of,

like, oh, that's a lot of money to pay, but eventually it all worked out.

Yeah, yeah, I think it's the future. It's the present. They were about one step in the past,

for a while there behind the game on E-commerce, but I don't think that going forward,

there going to be anything other than a major player. Yeah, and I'm excited to see how much

membership has sort of grown as well. So, I mean, they're not prime yet, but can't count them out

either. They're not prime. They're doing just about everything right now. It's reflective in the

stock, which was hitting all time highs last week, sold off a little bit today, despite the

good earnings report and upgraded guidance. A lot of good news, but when you're at an all-time

high, then maybe you are just happy to stay close to it after you've reported earnings.

Yeah, this season has been interesting with good results, and then the market is maybe not

such a big fan. But I think one of the differences between Walmart and Target is groceries. So,

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