Wal Mart Shows Other Retailers How It’s Done

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The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 21 August 2025

⏱️ 23 minutes

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Summary

Second quarter earnings results have been littered with slumping sales and disappointing guidance. Wal Mart threw that narrative on its head when it said it was raising sales guidance for the rest of the year. What’s in Wal Mart’s secret sauce? Also, investing lessons from Meta’s AI strategic changes, a smorgasboard of market news, and stocks on our radar Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Wal Mart’s increased sales guidance standing out from its peers - Meta’s hiring freeze - Chipotle drone delivery? - Cracker Barrel’s rebranding - SPACs are back? Companies discussed: WMT, TGT, META, CMG, CBRL, TRIP, TREX Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Walmart does something few retailers have done this quarter, and meta changes its AI plan.
0:10.8	This is Motley Fool Money.
0:20.7	Welcome to Motley Fool Money. My name's Tyler Crow. I'm joined by longtime fools, Matt
0:25.1	Frankl and John Kwas. We have a real interesting show today. We're going to talk about
0:29.2	meta's kind of changing AI strategy, AI plan, and how they plan to spend and tackle that,
0:35.9	as well as look at a lightning round. We'll call it a smattering
0:39.1	of questions related to some interesting news stories around the world of investing that we
0:43.4	found today. But we want to start off with our first segment, which is talking about Walmart's
0:49.2	earnings. Now, Walmart reported second quarter earnings before the bell this morning, and the company's
0:54.9	earnings were slightly lower than analyst expectations.
0:59.2	But not from the places we would normally assume when we talk about retailers.
1:03.4	Management noted things like insurance claim costs and legal costs were the reason for
1:08.0	lower earnings rather than, I don't know, the thing that was on
1:11.0	everyone else's mind, tariffs and the sentiment of the consumer. But, you know, I think there was
1:16.0	actually a bigger theme that we want to hit on here today. And yesterday's show, we talked about
1:20.5	targets, kind of blah earnings, and their sales guidance, along with other retailers, not really
1:27.4	looking great for the rest of 2025
1:29.4	as they digest your tariffs and the customer sentiment.
1:34.1	But then Walmart came over off the top rope today and basically increased their sales
1:38.4	guidance for the rest of the year.
1:40.0	So here's my question to both of you.
1:42.5	What is your opinion on why Walmart continues to thrive,
	...

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