Last quote about Walmart

Charlie O'Shea
Almost every sub-segment of retail is feeling the looming shadow of Amazon's ever-increasing presence online. Virtually every sub-segment of retail, other than auto retail and pharmacy, are caught in the cross-hairs of Amazon's constantly-morphing online presence. Competitors going up against mega-retailers such as Walmart or Amazon face a Darwinian choice: fight a price battle with these retail leaders, which they will likely lose, or find someone weaker from whom they can grab market
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Jul 24 2017
The latest person who has talked about Walmart is Mark Lore: “We're playing offense. We see an opportunity to do a lot more of that.”. You’ll find on this page all the other quotes of Mark Lore and all the other people that have spoken about Walmart. You can select these people and their quotes by date, by name, and you can easily have access to the articles from which they originated.
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All quotes about Walmart

Daniel Binder - Jefferies

While in its nascent stages, the news of AMZN/WFM should accelerate SFM's online/digital and force greater adoption of utilizing data

Drew Findling - Gucci Group

This is a sharp contrast to all the cases in the past. We're not talking about high-end jewellery. We're talking about what an 86-year-old woman needs to survive on a day-to-day basis, food supplies and medical

Doris Payne

For a minute, it looked like it was going to be bad. But I'm doing

Doris Payne

Thieving was the farthest thing from my mind. I have a money card with $7,000 on

Rita Roland

It is a difficult thing to go into work knowing you were fighting against the very company where you have made your

Antonin Scalia

In a company of Wal-Mart's size and geographical scope, it is quite unbelievable that all managers would exercise their discretion in a common way without some common

Danit Marquardt - Wal-Mart Stores

We are very sorry and appalled that this third party seller listed their item with this description on our online marketplace. It is a clear violation of our policy, and has been removed, and we are investigating the seller to determine how this could have

Jonathan Frankel

If you were the CEO of Wal-Mart or Target, how would you respond? You need something inside people's homes. If you don't soon, you're being locked out of the future of

Jim Cramer

We want companies in retail to get to better numbers via innovation, excitement, experiential, game-changing acquisitions. But other than Wal-Mart and Amazon, there really aren't that many that fill that bill. That's why I remain concerned longer term about retail. You're getting a good trade here, but I think, because of Amazon, that's all it is: a trade, not an

Karen Short - Barclays

[Lidl] is positioning themselves along the Eastern seaboard … going after a niche, middle-income consumer. [The] store looks very nice. … Trust me, Wal-Mart is not taking this

Jim Cramer

I like the fact that the despot, Home Depot, which I believe is having a good quarter, is ramping. I didn't see much on Amazon Prime to steal any of that great retailer's thunder, or customers for that matter. Same with Wal-Mart, which I think didn't deserve to sell down that hard and represents some pretty good value

Jan Kniffen

I kind of think for retailing [this] is hilarious and scary, both. Nobody does any business in July. Amazon intends to take over the world, and they're doing a pretty darn good job of

Jan Kniffen

I think [Wal-Mart] is doing a great job. I think they're the biggest threat to Amazon. I think the two of them battle it out in grocery, they battle it out in the rest of retailing, they battle it out online, and they're going to battle it out in brick-and-mortar

Paul Hickey

I think it [Wal-Mart] got a big bounce from that move. The acquisition was taken as a sign the company was going to get serious about online. That was one of the reasons the stock rebounded. It pulled in a little, and it hasn't regained its footing since the Whole Foods news was

Steve Barr - PricewaterhouseCoopers

But the only way they will draw attention away from Amazon is through great deals. July is becoming equivalent to November with month-long discounts to entice shoppers. ... This is an all-out battle for relevance and market

Brian Cornell

Many of our competitors are aggressively rationalizing their assets. They're cutting costs just to keep their heads above water. This contraction will create opportunities for Target to pick up market share over the long

Kate McShane - Citi

It's unclear what sort of traction these new brands will get and how much of it will be replacing private brands that might no longer be resonating with shoppers. TGT's strategy of differentiating itself [from peers] ... has effectively been

Brian Cornell

[W]e feel very good about our small-format strategy. As we move into new neighborhoods, we're getting better and better at curating and localizing assortments, understanding how to operate in various

John Brick - Morningstar

Private labels are a good strategy [for Target] but not enough. They should maybe continue on that path but also look for exterior

Oliver Chen - Cowen Group

Grocery is already intensely competitive given new rock bottom pricing entrants Aldi/Lidl, WMT's commitment to price investment, and intense digital innovation at

Brandon Fletcher

The conversation [Target] should be having is that they're making sure what they do in price considers the fact that Whole Foods will likely have a downward movement in its prices moving

John Brick - Morningstar

[Target is] more internally focused. ... They should be playing more aggressive, because Wal-Mart is beating them on the acquisition

Neil Saunders - Banana Republic

The Whole Foods-Amazon deal does nothing to help Target. In fact, Target is much more at risk from [the deal] than Wal-Mart because it shares many more customers with both Whole Foods and Amazon than

Joan Smalls

I fell in love with the brand and the fact that they cater to women of all sizes at affordable pricing. Ariela Balk really impressed me and I found a great admiration for her as a businesswoman. When it comes to design, we agree in many aspects and we both are super excited about the

Sucharita Mulpuru-Kodali - Forrester Research

They definitely need to increase their assortment vs. Amazon. It remains to be seen how good this process is, but it's a few years old now and they must be discovering new companies successfully or they wouldn't repeat

Ben Rendo

If you have something promising, they'll let you know right away. They can usually predict if something will be a hit. I would do the same thing. I would get the plastic bags over my fingers and then I would try to lug multiple bags up multiple flights of stairs to a dingy seventh-floor walk-up

Sucharita Mulpuru-Kodali - Forrester Research

They're just trying to one-up each other. The customers always win when this

Ken Cassar - Slice Intelligence

My bet is the winning model right now for food-commerce companies is more defined by Walmart than Amazon. This is where you buy online and pick up at the store, especially where there is a convenient option for pickup, and where you do not have to get out of your

Christine Braswell

I came back out here and he was with my purse and took off and I took off after him. Me being five months pregnant, I chased a little ways then come back, jumped in the car, throwed it in gear and came across the curb and ran him over. I was not going to let him get away with it. It's not right it's not

Scott Markley - Wal-Mart Stores

We want to make deals for products across the board. We're looking at toys. Food.

Maci Bookout

The day I told my mother I was pregnant with Bentley, she went out to Walmart and bought me a giant tub of cocoa butter. She said, If you use this every single day of your pregnancy, you won't get stretch marks. During all three of my pregnancies, I kept a gallon tub under my sink, another in my car, another in my desk at

Wendy Liebmann - Nordstrom

There is a level of distrust among big institutions. So there's a very delicate balance for big companies to continue to support (the label) and let it grow, and taking costs out of it to make it more

Joan Walsh

I really like Whole Foods for its quality, customer service, and also its proximity to my home and the fact they have all natural ingredients, non-GMO products. I just worry that Amazon will really degrade the kind of customer service and quality I'm accustomed

Gunnar Lovelace - Thrive Market

Consumers are so sophisticated they can smell the phoniness, and that plays to our vantage

Andy Dunn

We need to help them rethink the Walmart they thought they

Neil Saunders - Banana Republic

The finding underlines the fact Amazon will have to tread carefully as it makes changes at Whole

Heval Kelli

They brought furniture and food, sat on the ground with us, took us shopping to Walmart. That was the first time I went to

Wilbur Ross

Take their acquisition of Whole Foods. I think that's a very clever move to marry together a very good, high-quality, niche retailer with the very broad brush approach of marketing everything that Amazon has done so well. But I surely don't see any anti-trust implications in

Michael Pachter - Wedbush Securities

Walmart customers were late adopters of Amazon Fresh (Amazon's grocery delivery service) and Amazon Prime, so they're going to be late adopters of the Whole Foods premium

Shayne McQuade

Amazon is moving into food, so Amazon and Walmart are going to be head to

Brian Yarbrough - Edward Jones & Co.

Bidding for Whole Foods would be a 180-degree turn from what Wal-Mart's strategy has been for the past two to three

Randall Anderson

The officers just spoke with him and asked him why he left the animal in there with the windows up and the extreme heat. It's sad to hear because they're defenseless much like children. You know, they can't get out of the car by themselves, and it's kind of just stuck in

Ryan Phipps

All the windows were up on the car. The sunroof was cracked just a little bit, wide enough for them to get up and use a crowbar to hit the unlock button, open the door and get the dog

Charlie O'Shea

We have been asked by investors and media over the past few days, in almost breathless tones, What does Walmart do?' and 'Isn't Walmart scared? Realistically speaking, a challenged $16 billion food retailer is merely changing owners. And Walmart, already the world's largest retailer, also is the world's biggest

Kate McShane - Citi

With Wal-Mart enhancing its e-comm portfolio with and Bonobos over the past year through acquisitions that target millennials and AMZN's sizable entry into fresh/organic food w/ WFM acq., TGT's two main competitors have very quickly changed the game. This makes TGT's rev. growth prospects through organic or acq. growth tougher to achieve, absent any kind of game changing

Jim Cramer

Believe me, there's nothing theoretical about what Amazon's about to do to these industries. It's now a reality for everyone from Costco to CVS to Wal-Mart and Target and the pain? It hasn't even begun

Micahel Lavery - Piper Jaffray

Shifts in the retail environment, particularly in North America, may pose risks broadly for center-store processed food manufacturers, including General Mills. Consumers continue to drive away from processed foods. We expect continued downward pressure on pricing from intense retail competition, driven by retailers like Walmart, Aldi and Lidl and online retailers,

Jim Cramer

This is like when Wal-Mart destroyed all the mom and pop stores. Wal-Mart became the biggest grocer in the country. ... I don't know how Wal-Mart can come back other than a bid much higher for Whole Foods. Wal-Mart needs this

Jim Cramer

I cannot believe they sold this thing for this little money. It makes the most money per square foot of any retailer in

Brittain Ladd

Amazon will reduce prices and change the assortment of products carried in Whole Foods stores to attract a larger customer base. Kroger and Wal-Mart will be impacted as their customers will defect to

Bill Simon

I think it really demonstrates his commitment to get into brick-and-mortar retail and to get into food, in particular, and that can't be good for anyone selling food right now. It's not going to be easy. [Bezos] picked the segment of retail that might be the most difficult: grocery, fresh and

Bill Simon

But, if this is an indication of Amazon's commitment to get into grocery and get into fresh in a big way, then I think that will make everybody stand up and take notice. For the near-term and probably the medium-term, I think Wal-Mart will be just

Bruce Bittles - Robert W. Baird & Co.

Amazon's got its tentacles everywhere and that's another place to go. Amazon sees that industry changing significantly – and they see that people don't necessarily go to the grocery store

Mickey Chadha - Moody's

Supermarkets will now have to contend with not only competition with each other and non-traditional grocers like Wal-Mart Stores Inc and Target Corp, but with a retailer like Amazon which has the financial capacity to price aggressively, . We expect this transaction to further accelerate the consolidation within the supermarket

Judith McKenna - Wal-Mart Stores

Retail is changing and it's changing fast, and it's not just digital. There's this great phrase, which is 'speed is the only competitive advantage.' This sense of urgency is what's driving

Hans Tung - GGV Capital

On average, the price on Amazon is cheaper, if not the same, than on

Charlie O'Shea

Amazon's announcement this morning that it had agreed to acquire Whole Foods Markets for around $14 billion is a transformative transaction, not just for food retail, but for retail in general. Implications ripple far beyond the food segment, where dominant players like Walmart, Kroger, Costco, and Target now have to look over their shoulders at the Amazon train coming down the tracks, but also the potential for multi-channel, which Amazon up until now has largely

Keith Hu - Cherry Growers

We started working with the wholesale market, Walmart China, big box retailers. We hit a bottleneck, we wanted to go past the first and second tier cities.... Alibaba was a much better

Nicholas Bloom

Employees inside winning companies enjoy rising incomes and interesting cognitive challenges. Workers outside this charmed circle experience something quite

Andy Dunn

I saw Walmart acquire Jet and then ModCloth, and, I thought, they get the future of e-commerce is

Anthony DiClemente

In our view, Amazon is likely to grow sales marginally faster than Walmart ... and substantially faster than

Scott Mushkin - Wolfe Research

Kroger is probably facing its most trying time since the Wal-Mart invasion of the late 90s. The challenges facing the business over the next 12 to 24 months have done nothing but

Jason Hart

We pioneered a grocery model built around value, convenience, quality and selection and now Aldi is one of America's favorite and fastest-growing reatilers. We're growing at a time when other retailers are estruggling. We are giving our customers what they want, which is more organic produce, antibiotic-free meats and fresh healthier options across the store, all at unmatched prices up to 50 percent lower than traditional grocery

Luke Dick

The idea was to have these Walmart rose-colored glasses that you can put on and it's a shield from the world. It'd be great to have a song where somebody uses sunglasses to turn the world

Josh Christensen

In her mind she believed the teeth were infected and they needed to come out. She went straight in the bathroom and pulled the teeth out that were nowhere near ready to be taken out. They were breaking off in pieces because they were so

Sucharita Mulpuru-Kodali - Forrester Research

These consumers have always indexed lower in online transactions, and their living circumstances are often not well-suited to package delivery, and many of these consumers don't have vehicles to drive to a location to pick up packages. Of the long list of businesses that Amazon could target, this doesn't seem like the biggest

Tarang Amin

We continue to have incredible growth at Wal-Mart, and then Ulta, they recently announced that they're going to be putting e.l.f into a subset of their stores as well. E.l.f. has been able to grow regardless of the economic cycle, regardless of what's going on in the broader category, and we'll continue to grow as we

Barack Obama

It's not as if Wal-Mart is now going to suddenly reverse itself – they're going to continue to build on the clean energy they've already invested in because it turns out it saves them

Tracy Morgan

All the great things came through standup. I'm just continuing it. Why would I stop? [The accident] wasn't going to stop me. As long as I could stand up and grab the mic, I was going to tell my

Ken Perkins - Morningstar

It is part of Amazon's overarching goal to inexorably move into every corner of retail. Secondly, it is a direct move to pull consumers away from its chief retail rival Walmart, which has been far more aggressive competing with Amazon on price, offerings, delivery and building out its formidable e-commerce

Ravi Jariwala - Wal-Mart Stores

This is completely an opt-in program. This is not something they are required to

Mark Lore - Wal-Mart Stores

Unlike crowdsourced delivery, where the driver has to travel (often out of the way) to pick up the package, then drive the full distance to deliver it, our associates are starting at the same place as the packages. Once they're done working at the store for the day, they pick up the packages from the backroom, load them into their vehicle, enter the delivery addresses into the GPS on their phone and head towards

Amy Ritter

How can any Wal-Mart associate build a better life when they have been with the company for five years or more and they make US$9 or US$10 an

Doug McMillon

We're Building A New Wal-Mart. They've always wanted the best prices. They want value for their hard-earned money and they should. And, today more than ever, customers expect and deserve to save time. Time is a currency like money. They want an easy, enjoyable experience without friction. The secret to our success will always be our people. Today, we're building a new Wal-Mart. As we're reinventing how we serve customers, we're preparing you with the latest tools and training to serve them and grow in your career. We will compete with technology, but we will win with

Mark Lore - Wal-Mart Stores

Not only can this cut shipping costs and get packages to their final destinations faster and more efficiently, it creates a special win-win-win for customers, associates and the business. It just makes sense: We already have trucks moving orders from fulfillment centers to stores for pickup. Those same trucks could be used to bring ship-to-home orders to a store close to their final destination, where a participating associate can sign up to deliver them to the customer's house. The best part is this gives our own associates a way to earn extra income on their existing drive

Ravi Jariwala - Wal-Mart Stores

Wal-Mart is uniquely qualified, uniquely positioned, to be able to offer this. There is really strong overlap between where our associates are already heading after work and where those packages need to go. This is completely an opt-in program. This is not something associates are required to do. They are, first and foremost, always going to finish their

Andrew Challenger

You've seen the purchase by Wal-Mart ... e-commerce is coming to the grocery stores as

Mark Lore - Wal-Mart Stores

This is very different from crowd-sourced delivery. It pulls out a tremendous amount of time from that last mile, which pulls out a tremendous amount of

Michelle Caiola

A company as big as Walmart, it's surprising that they don't have the appropriate training for the personnel that would be overseeing these sorts of

Randy Hargrove - Wal-Mart Stores

We understand that associates may have to miss work on occasion, and we have processes in place to assist them. In compliance with company policy and the law. If that were the case, she could have used those medical records to apply for a leave or

Dina Bakst

Walmart should fully comply with the law so that no one is illegally punished for a disability-related absence or for taking care of themselves or a loved one with a serious medical

Katie Orzehowski

They just straight up tell you, We don't accept

Judith McKenna - Wal-Mart Stores

There's never been a more disruptive time in the history of retail. We know there is no going back. There is only going

Greg Foran

It's a physical footprint unrivaled by any company anywhere. The convergence of digital and physical gives customers choice on how, when and where they purchase and receive their

Bill Howe

We're trying to find a set of requirements that different departments can meet in different ways. These days, being good at data means you could get a job anywhere. Nordstrom, the post office, Walmart, they've all got analytics

Patrick Doyle

While food costs are pretty benign, you are seeing, certainly in some markets, some pretty good inflation rate in wages. Some of it is a result of the minimum wage, but some of it is simply because there are areas in the country where employment levels are

Guy Hayward - Massmart

The unfavourable impact on sales in discretionary product categories, such as general merchandise, has been notable and appears to be as strongly linked to weak consumer confidence as it is to underlying economic

Andrew Wolf

Kroger has discussed that while certain markets are indeed more competitive, such as those in which Wal-Mart is changing prices, certain other markets are less competitive than

Andrew Wolf

Wal-Mart is taking back share from the traditional supermarket at an accelerating rate. Wal-Mart's last period of sustained outperformance versus the supermarkets was 2009-2010, while from 2013 through Q3'2016, the supermarkets outperformed Wal-Mart at same stores. Like Wal-Mart, Kroger is pursuing an e-commerce grocery 'click and collect' model, for which customers order online and pick up their orders at store. We believe this will be an increasing feature of U.S. grocery shopping going

Neil Saunders - Banana Republic

I think it's fair to say that Walmart is coming from behind online. It has underperformed in that area, so what we're seeing now is really a catch-up to where it needs to be in order to more seriously compete with the likes of

Kenny Yeo - Frost & Sullivan

When you talk to brick and mortar retailers, they're really very much stuck in what they used to do. So there isn't much technology being used in the retail scenario. Having a census and data would enable the brick and mortar retailers to understand the customer better so they can give better customer service. So frankly, I see that the strategy Wal-Mart is taking is really something that consumers want. Today's consumer is really different. When we go to a store, the first thing we do is pop out a phone and check what competitors are charging for the same

Kenny Yeo - Frost & Sullivan

Habits are changing so much so that you use both online and offline (avenues) at the same time. Wal-Mart has an interesting strategy where it's embracing both. That's very interesting and is the way

Jim Cramer

Wal-Mart was the great destroyer of retail, the great disruptor, laying waste to mom and pop stores all over the country by offering more products and undercutting them on price. As long as he's got the backing of the family, he can afford to take some short-term hits in order to grow the company's e-commerce presence. That's a real rarity in this game. At most publicly traded companies, the shareholders tend to rebel when management starts promising near-term pain. And you better believe that declaring war on Amazon is

Jim Cramer

Here's the bottom line: if you like owning high-flying fast growing tech stocks, Amazon's great. OK? It's for you. However, if you want more of a value play, I think Wal-Mart has done an incredible job of expanding online. They're not going to take the lead in e-commerce anytime soon, but for the first time in ages, this business is actually a two-horse

Jim Cramer

The idea behind Jet is that they can offer customers tremendous bargains by giving you extra discounts if you order merchandise from the same distribution centers. Plus, the deal gave Wal-Mart access to a new cohort of wealthy, young, urban shoppers who might not otherwise be Wal-Mart shoppers. Wal-Mart's grocery business is going strong, and once they get you in the door to buy that food, you might make impulse purchases – or if you know you're going there, you can order stuff online, then pick it up in the store [to] save on shipping. Fresh food is Amazon's Achilles heel,

Mark Astrachan - Stifel

While share loss online and to specifically is inevitable and likely to become more pronounced in time, Walmart has an effective omni-channel approach in place to better compete than

Neil Saunders - Banana Republic

Looking in more detail at the various strands of Walmart's initiatives, a sharper focus on price is cutting through – especially on grocery. The response to Walmart flexing its price muscles has been good, and we expect further small gains over the rest of this year. A more disciplined focus on low prices is also important as Aldi, and now Lidl, expand into the

Jim Cramer

They need a brick-and-mortar component perhaps to compete with Wal-Mart on

Dhruv Ratra

Wal-Mart and Amazon are the most notable examples in the recent past. Samsung, Microsoft, Google, Facebook all face the issues of endemic corruption and draconian tax laws [in a] culturally unfamiliar

Sean Clarke

Despite this progress we are in no way complacent and there is still much for us to do. Our colleagues continue to make improvements for our customers every

Mark Astrachan - Stifel

Overall, [Wal-Mart's] investments have resulted in positive comparable store sales trends and improving traffic. Walmart's success, along with broadly weakening brick and mortar shopping trends, has caused competing retailers to respond with their own pricing

Doug McMillon

We delivered a solid first quarter and we're encouraged by the start to the year. We're moving faster to combine our digital and physical assets to make shopping simple and easy for customers. Our plan is gaining traction, and I want to thank our associates for their hard work, ingenuity and commitment to our customers. Our customers have choices, and we have to earn their business with every

Mark Astrachan - Stifel

While [Target] is not trying to directly undercut Walmart on prices, it is trying to use everyday lower prices on daily use items to drive customers into remodeled stores that provide a better experience than

Brett Biggs - Wal-Mart Stores

This is extraordinary growth, and we're pleased with the traction we're generating across our e-commerce

Mark Astrachan - Stifel

Wal-Mart is effectively competing in a tough retail environment, and given its size, scale, and leverage will be able to stay the course on the current

Doug McMillon

We've made some progress in the UK and the team is executing their plan. We are navigating our way back to a position of strength in that highly competitive market. When normalising comp sales for the later Easter and Leap Day, we continued to see sequential improvement in the business, including customer traffic and

Doug McMillon

The majority of our growth is and will be organic. We're transforming to become more of a digital enterprise. The change is starting to be visible to our customers as they use online grocery, Walmart Pay, Scan & Go at Sam's Club and our Walmart app to skip the line when using our pharmacies and financial services in our U.S. stores. Online grocery also continues to perform well and we're on track to scale the offering to more stores this year in several countries, including the

Brian Cornell

Our results are not where we want them to be, and we have much more work to do. We believe that consumer perception of value at Target has not reflected how low our out-the-door prices really

Daniel Binder - Jefferies

We have started seeing improvement in store standards, including in-stocks, general tidiness and the front end register experience as well as price investment. Based on our national field checks we believe sales momentum continued in Q1 driven by better store execution, price investments and continued improvement in the

Ken Perkins - Morningstar

The problem plaguing [department stores], and much of the industry, has been the inability to grow the top line in the wake of declining foot

Clive Black - Shore Capital

This became a vicious cycle that Sean Clarke walked into at a time when the competition was

Dan Suzuki - Bank of America Merrill Lynch

That's why we think, even though we have such a stellar first-quarter earnings season, the risk/rewards turn negative over the next several months. We think the market will turn higher at the end of the year, but between now and then there will be a lot of chop. You had the political support for optimism around tax reform. That's likely to fade in the coming months. You had the backdrop of improving global growth and confidence over the last couple of months. You've seen some of the major PMIs globally start to roll

Dan Suzuki - Bank of America Merrill Lynch

You have to look at what's happening in the retail sector as an anomaly in the context of overall S&P 500 earnings. For the last two months in a row, you've seen more instances of companies guiding above expectations than below. That ratio of above versus below is almost double the historical average. It's 50-50 in terms of people who think it's going to get done this

Jim Cramer

I think it's too early to tell, of course, if they'll win, but the stock, after languishing for ages, has become a big winner, up almost 10 percent for the year. Wal-Mart, in the end, is a bargain store, and what really matters is that bargain stores are working in this

Milton Pedraza

Here's the unfortunate thing about Macy's: There's nothing that sets it apart. It's crowded, it's messy, the service is poor. The business model of Macy's is no longer justifiable in a world dominated by Amazon and

Jason Hart

We are re-merchandising, remodeling, enhancing our product range and are focused on gaining volume so more customers start their shopping at Aldi and we are able to complete their shopping lists more so than we have in the past. We don't confuse our customers with yo-yo discounts, sales, coupons, and loyalty cards that require membership

Scott Mushkin - Wolfe Research

We have not seen anything like this in the grocery sector in the United States

Burt Flickinger

Aldi is disrupting the sector the way Wal-Mart did when they

Burt Flickinger

Given Aldi's expansion, Lidl's entry, Wal-Mart's response and Amazon's growing ambitions in this space, it is fair to expect a significant acceleration in the bankruptcy and liquidation cycle in this sector over the next few

Scott Patton - ALDI

The remodels are aimed at increasing our volumes which means more purchasing power that will help us lower prices

Susan Hickey

It appears to the court that McMillon has unique knowledge of relevant issues in this litigation that only he can

Jim Cramer

He's looking at great franchises: Wal-Mart, Coca-Cola, ... Citigroup, riding them high. I'm with him because I, like Sarge, struggle to relate any of these political stories – whether it be Comey or Trump or Russian influence into the election – to the actual

Andrew Left - Citron Research

I'm still short Wayfair ... The company still loses more money. I think their cash burn was the second highest ever. They are showing no path toward profitability whatsoever. I'm going to leave this interview and I'm going to go play golf. And when I go play golf I have Jeff Bezos and I have Marc Lore from Wal-Mart, who have not yet competed in this space, who said we're going to start getting more aggressive on furniture. They're working for me. With Wayfair, my timing is off right now, which is

Scott Jacobson - Madrona Venture Group

Amazon has both the competency to detect bot traffic and the wherewithal to do something about

Keith Anderson - Profitero

It is an arms race. Every week or every month, there's some new approach from both

Jay Jorgensen - Wal-Mart Stores

We have begun looking for a company that would certify us. Over the past couple of months ... some of the federal agencies have reached out to say 'hey do you have any feedback for us, anything we are doing is unreasonable?'. We would love it if California would say 'hey we would like some

Hans-Martin Poschmann

People found these things strange; Germans just don't behave that

Richard Browning

I did this entirely for the same reason that you might look at a mountain and decide to climb it - for the journey and the challenge. My approach to flight was why not augment the human mind and body, because they are amazing machines, so I just bolted on what was missing - thrust. I don't think anyone is going to be going down to Wal-Mart with it or taking anybody to school for quite a while, but the team at Gravity is moving it along. I think of it as a bit like a jet ski, a bit of fun or a indulgent toy, but I do have a hunch that stuff will come along to make it more

Richard Browning

The hypothesis was that the human mind and body, if properly augmented, could achieve some pretty cool stuff. The whole journey was about trying and failing, and learning from that. I don't think anyone is going to be going down to Walmart with it or taking anybody to school for quite a while, but the team at his Gravity is moving it

Randy Seiler

These items were treated like garbage. They were in Walmart bags. They were in garbage bags. They were spread out all over the

Laurie Hernandez

She knows that I'm a perfectionist, and tells me that I have to be patient with myself. We're all different, so even though someone is getting a skill before you, it doesn't mean that you're not good enough, it just means you have to wait a little bit, and the skill will come when it

Laurie Hernandez

She taught me to be grateful for every moment. There was one competition where I fell multiple times, and it was a really big meet. She just said, Look at where you are, let's celebrate.' And we got ice

John Tierney

No one comes close to Wal-Mart in combating poverty. My reaction when I see these living-wage laws of $15 to $20 an hour, I think they should be renamed 'the robot full employment act'. I mean, if Wal-Mart starts paying its cashiers $20 an hour, people are going to start shopping at places that don't have cashiers ... it's nice to raise people's wages, but you're going to put them out of

Amy Traub

Wal-Mart's business model is pretty simple. The company pays its workers poverty wages. It offers few benefits, and it manipulates workers' hours and understaffs its stores. That low-wage business model serves one purpose: It's so the company can maximize profits that go to some of the wealthiest people on the

Nelson Lichtenstein

I would say that part of the reason for the political turmoil we're in right now is that for many, many people in the white working class, the sense of predictability has fled from their lives, and Wal-Mart and other competitors who follow the 'Wal-Mart model' are responsible for

Jim Cramer

This year, though, because Apple and Samsung both have new, hot smartphones, the cellphone oriented chipmakers have gotten their mojo back, and that means AMD's stock has more competition. Unlike Coke, unlike McDonald's, unlike Wal-Mart, the fact that IBM's turn hasn't happened yet since [CEO Ginny] Rometty took over in 2012, makes me feel that if they don't get it right this year, then maybe the shareholder base, perhaps even largest shareholder Warren Buffett, will demand to bring in a new leader who can finally get the job

Jim Cramer

The bottom line: I say turnarounds take time. You need to be patient, so I say hold onto your IBM, because they can still get it right. That said, unlike Coke, unlike McDonald's, unlike Wal-Mart, the fact that IBM's turn hasn't happened yet since [CEO Ginny] Rometty took over in 2012, makes me feel that if they don't get it right this year, then maybe the shareholder base, perhaps even largest shareholder Warren Buffett, will demand to bring in a new leader who can finally get the job

Karen Short - Barclays

Jet brings a whole level of expertise and sophistication that or Wal-Mart wouldn't have been able to develop on their own, so they're basically leapfrogging where Wal-Mart would be had they not made the acquisition. With Wal-Mart's bricks-and-mortar, it's an omnichannel presence that clearly, you know, at least when it comes to food, Amazon is struggling with to figure out. And I think when it comes to food, you do need both the bricks-and-mortar and you need the online option, and I think Wal-Mart is well-positioned to have the best of both

Laura Phillips - Wal-Mart Stores

Through the years, we've seen that integrating sustainable practices into our operations improves business performance, spurs technological innovation, inspires brand loyalty, and boosts employee engagement. Our suppliers recognize the opportunity to realize those same benefits in their businesses. By working together on such an ambitious goal, we can accelerate progress within our respective companies and deep in our shared supply

Carter Roberts - World Wide Fund for Nature

Supply chains are the new frontier of sustainability. The journey products take from source to shelf will collectively shape our planet's future. Project Gigaton is a testament to the transformative impact that leaders of industry can have on our greatest common challenges. As more companies follow in the footsteps of Walmart and their suppliers, we can achieve the critical mass needed to address climate change. Today's commitment represents an important step toward a safer and more prosperous

Lisa Servon

A lot of it is kind of word of mouth and personal

Daniel Eckert

The packaging was all about kids; the marketing was all about cool teenagers surfing the

Steven Streit

That's when I realized, Wow, we've got the right product, but the wrong

Jennifer Lamb

I didn't know. I knew Mike as Mike Thompson. I knew nothing about a Sugar Bear. It started out as like a Walmart, Hey, how are you?' in line. It went from there to exchanging numbers and talking. It was nothing more than, Hey, how are you?' Actually, it was even 'How are you and June doing?' It was nothing that was 'Hey, come spend the night at my house.' So there was no

Ragan Dickens - Wal-Mart Stores

To our knowledge an administrative process to resolve this with Dr. Kalonde is ongoing. We've not been served with the lawsuit, but we take the claims seriously and will respond appropriately with the

Charlie O'Shea

Stores are still an asset and Wal-Mart is demonstrating that with this effort. Jet is in a lot of ways Wal-Mart discovering fire for a bricks-and-mortar retailer. We're starting to see [it] really start to

Mark Lore - Wal-Mart Stores

This is a very material change in the value proposition we are offering

Mark Lore - Wal-Mart Stores

The point is that it's meant to be equivalent to what the last-mile delivery costs

Mark Lore - Wal-Mart Stores

This is really about giving the customer more choice in ways that are only possible with this unique set of

Nelson Lichtenstein

We want a different Walmart, and a different retail sector in general. I think in that sense that capitalism changes, but it doesn't change automatically. People make it change. That's been true for 200 years in the United States, and I think it will be true in the future as

Richard Vedder

Not everybody is going to be in the middle class. Not everyone has the skill sets to do this ... Are there some people in poverty because of low wages? Yes. Will there always be? Yes. In every society, there's going to be some people making more than others. It's naive to say, Let's pay the low-income people

Mark Lore - Wal-Mart Stores

We're creating price transparency to empower customers to shop smarter and choose what's best for

Randy Hargrove - Wal-Mart Stores

As we said in January, to fuel our growth and our investments we have to manage our costs and our capital decisions with discipline. This means we will continue to find ways to operate more efficiently and

Jim Cramer

I could actually see Wal-Mart inching toward its old high of $90, up from $73 here, because of better management and superior pricing. Now, it would be a lengthy, multi-year journey, but I have to tell you, with Wal-Mart, you've had a bit of a sell-off. I think you've got to do some

Jim Cramer

The fact that Kohl's isn't dependent on the mall – instead, the stores are generally located in the kind of retail hubs that can still generate traffic – that's a giant positive. It wouldn't shock me if Kohl's can actually turn itself around, and in the meantime the company's paying you a handsome 5.5% yield to

Jim Cramer

I don't want to fool ourselves here. It's just too hard to offset the Amazon effect there, which is why I'd prefer to go with non-mall based plays like Wal-Mart, Kohl's, the outstanding Burlington Stores, or TJX, all of which could be winners for the patient among

Joseph Feldman - Telsey Advisory Group

Walmart appears to be regaining its dominance in physical retail and exerting new prowess in digital commerce. ... The increased focus on food and e-commerce, price investments, and the customer experience point to a winning formula to gain market share and transform the business model for growth in a digital world. Our forecast for accelerating growth following a few years of heavy investment to improve the core Walmart US and digital businesses should propel the stock higher over the next few

Ragan Dickens - Wal-Mart Stores

Our policy is to treat everyone with respect and dignity. Ms. Steward was terminated from the company for legitimate business reasons. We deny all of the allegations and will defend ourselves in

Kathryn Seigfried-Spellar

A lot of law enforcement-based digital-forensics labs are just swamped. Almost every type of crime–whether it's homicide, arson, or a computer crime–is going to have some sort of digital evidence associated with

Jason Goldberg - Barclays

Once every three or four years, Walmart tells you to take the money you're spending on [marketing] initiatives and invest it in lower prices. They sweep all the chips off the table and drill you down on

Brendan Witcher - Forrester Research

The bigger story here is what going direct through Amazon and having these relationships in place would mean for [Amazon's] future. Anyone who is paying attention can see that Amazon is building a 'grocery-to-home' ecosystem not unlike what Apple did for the music

Greg Holtby

He wouldn't go to Walmart and pick up 10 shirts. He would go somewhere and pick out two that he really

Alvin Concepcion - Citi

This model often makes more sense in suburban areas, as the delivery model is often too expensive to execute given the lower population density. It can also be convenient for customers to schedule their grocery pickup window when they're getting off of work or some other routine

Zachary Fadem - Wells Fargo Securities

Kroger is not wedded long term to charging a fee. If they determined that is a competitive disadvantage then they could potentially change that. I don't necessarily think it hurts them to charge a fee right now because of the relatively solid

Diana Sheehan - Kantar Retail

Both models are going to thrive in 2017 and 2018. I would actually predict that within 3 to 5 years – maybe sooner – that we would start to see some of these third parties getting acquired by major

Jeremy Barnard

My goal would be to get Trump out to play the course, appealing to the golf course owner and business side of him, and say, Look, what would you do?' . Seven of our holes are on the Rio Grande. You can hit your ball into Mexico, and it comes back into the United States. The beauty that comes with that, the natural landscape, 30-year-old oak trees – this is not a Walmart that I could just go reproduce on any other corner. We realize it's a security issue. We are willing to work with them. But we are not just going to hand over our land and say, Here you go!feedback

Katie Finnegan

When the mother ship is ready, we're sort of ahead of the eight ball. Our goal is to have whatever we work on integrated into the mother ship. We're giving these portfolio companies the best chance for

Seth Beal

We knew we needed to keep investing in the future of retail. We're making sure that we make the right short-term decisions, but don't neglect the long

Alexia Howard - Sanford Bernstein

Takeover premiums are unlikely to be particularly high, and activist investors are unlikely to step in while valuations remain at these elevated levels. Walmart has spoken about plans to reinvest in price this year for the past 18 months, and now that the moment is finally upon us, this dynamics is likely to make for a very tough year as they and other retailers try to share the pain with their

Mark Lore - Wal-Mart Stores

There's definitely been a nice surge in the categories that we've been acquiring and so we will continue to do

Doug McMillon

Assortment is driving a lot of these acquisitions. We can pick up some of these companies that are great in terms of the assortment and the service they provide, but they don't have enough money to lose, to go market their brand and scale

Mikaela Shiffrin

I came home after four months in Europe and I went to Walmart just to get some groceries and toothpaste. And I was walking through the aisles and three of the employees and a lady shopping there stopped me and said: 'Wow, congratulations, you've been so inspiring this

Michael Pagnotta

They came to New York and wanted to go to college. They'd been kind of hamster-wheeling their lives, and through the first year of college, when they got to NYU, they actually met people who had a different take on the world. They maybe got a different sense of what their future might be. And maybe it wouldn't necessarily be in acting. I think that as it got bigger and bigger, when the Walmart thing happened, you could see it getting maybe a little too big and overwhelming even, and the ability to remain normal, in the light of that fame and wealth and

Marvin Ellison

It will be very difficult. In the short run, virtually impossible. It takes our tax structure, as an example, from roughly a 34 percent corporate tax to over 170 percent. So that gives you an idea of the financial impact to a company like J.C. Penney. And that's very consistent with other companies, companies like Best Buy, Target, Kroger, Wal-Mart – I mean, you name it, we're all in this same precarious position because we don't have a manufacturing capacity that exists in the United

Tarang Amin

This strong performance reflects progress executing our mission to make luxurious beauty accessible to all

Stephen Roach

We can't keep harboring the fantasy that we can grow indefinitely without saving for the future. The trade deficits are a manifestation of our saving deficit. There's a lot of things that China does that we don't like that we need to be tough in negotiating with. But if we hit them with tariffs, they'll reciprocate and put tariffs on us, and we could get into a global trade war. It would ... raise the price of goods sold at Walmart, which, by the way, would be a huge tax on struggling American families who are having a hard time making ends

Andrew Keene

It has found resistance many times at the $72 level and every time it hit $72, over time it sold

Andrew Keene

If Wal-Mart goes to under $65 on May expiration, this spread would be worth $2.50. That's good for 3 ½ times my

Sandra McClung

She starts socking me as hard as she could in the face, which you can tell by my face that it was pretty hard. I kept screaming, Help.' Nobody came. She had dropped her phone in my buggy. Seems God did that so we could find

David VanAmburg

Walmart made a concerted effort on service during the holiday shopping season and created the 'holiday helpers' program to really ratchet-up their ability to provide service and it seems that really paid off. But almost everyone is making gains as well and that keeps Walmart lagging behind in the overall

Donald J. Trump

Since my election, Ford, Fiat Chrysler, General Motors, Spring, Softbank, Lockheed, Intel, Walmart, and many others have announced they will invest billions and billions of dollars in the United States and create tens of thousands of new jobs. You know, in a certain way, I hate to see it, because I like a two-party system and we're soon going to have a one-party system. I actually think a two-party system is healthy and good. But she's done a terrible

Aneel Bhusri - Workday

Netsuite was a really good company. All the people that chose NetSuite specifically chose not to be working with Oracle. Oracle is not known for its high levels customer satisfaction. I think it's going to create a great window for us. I think at the high end of the market we're becoming the de facto standard. We have to earn that every day...but there's a reason that Walmart chose us, Amazon chose us, Deutsche

Ken Perkins - Morningstar

Target is trying to cater to both ends – the lower-middle class with everyday low prices and upper middle-income with more fashion-oriented merchandise. I think they are coming out swinging in terms of what they need to do, but they have a tough road ahead. Amazon and Wal-Mart are very formidable

Neil Saunders - Banana Republic

Part of [Target's strategy] is a sensible recognition of heightened price activity in the market. However, we would also caution that Target should not chase Wal-Mart on price, as it is a battle that cannot easily be won. We also believe that many of Target's issues are not solely price

Charlie O'Shea

Target's decision to absorb some hits to profits in 2017 due to price investments, and the acceleration of investments in physical assets and new brands, as well as online, are sensible long-term strategic moves to enhance its competitive position, and recognize the changing landscape of retail. Due to its historically balanced and disciplined financial policy, we believe Target has the wherewithal from a credit perspective to bite the short-term profitability bullet that will result from this

Daniel Eckert

We're leaning into a behavior and habit that began with Walmart Pay, and it was all centered around how to improve the overall experience at checkout. This is just going to add on to that overall experience. Our customers continue to tell us that the need to save time has become just as important as the need to save

Ron Johnson

We're in a very difficult time. Many retailers are on the brink as they begin to close stores, as the malls they're in start to close and change, so it's a very difficult environment. And you add something like a major need to put a price increase on products and it could have a very serious impact on

Ron Johnson

Almost every retailer is forecasting comp sales flat or down next year. If you have a border tax and they're forced to raise prices, that's going to further decrease their sales and keep people out of

Ron Johnson

What do you do in store to beat Amazon? What do we do with our merchandise to make sure it's differentiated and preferred? How do we price goods? I would put Amazon on the wall. I would paint it on the billboards and I would say, we are going to find a way to beat Amazon because that is what's going to change the game

Ron Johnson

The only retailer that's truly taking Amazon seriously is Walmart . Walmart generates five times the net income that Amazon does. Walmart has the resources to take them on. They're making a lot of moves and it's starting to pay off, but even Walmart will have trouble because if Walmart doubles its $10 billion in sales, it will add $10 billion while Amazon adds $80 billion. People have to take Amazon much more

Ron Johnson

If you look at it, collectively, they can have impact. When the industry goes together and Simon [Malls] puts together a better center, people come. The super regional mall is doing well against Amazon. It's very hard for an individual store within its four walls to create an experience that can matter

Phil Lempert

It's a totally different demographic. Young and hip are not the Walmart shoppers. Amazon

Darren Seifer - NPD Group

So they're trying to recapture them and keep them in their

Lee Gill - JDA Software

Retailers now need to balance the effectiveness and profitability of the fulfillment channels they offer with customer satisfaction. If shoppers experience a problem with home delivery or in-store pickups, that is a lost sale – and customer – that retailers can't afford in a highly competitive

Mark Lore - Wal-Mart Stores

We've got the right building blocks in place. We're moving as fast as we possibly

Jim Cramer

I was on the Wal-Mart call and Home Depot call ... and these quarters are so much better than expected that you may find out you're not paying as much. I think that's a key. Because if you listen to the commentary of these companies, you would say, You know what, it's a different game. Remember, Wal-Mart and Home Depot ? these are huge. Macy's wasn't even that

Charlie O'Shea

We believe Wal-Mart is continuing to generate critical and increasing traction

Tony Rogers

This campaign is celebrating creativity and storytelling, something our customers do every day. A Walmart receipt tells a story as diverse as the customers who shop with

Doug McMillion - Wal-Mart

We continue to invest in e-commerce to accelerate growth. We're gaining traction and moving

Doug McMillion - Wal-Mart

We're moving with speed to become more of a digital enterprise and better serve our

Steven DeSanctis

Though retail sales numbers have been good, profitability for a lot of the retailers has not been good. That's going to be a big telltale sign for us. We're overweight discretionary, thinking that was the cheapest group out there, and it still is the cheapest but... if the E [earnings] drops out the P/E [price-earnings ratio], you run into a problem

Jim Paulsen - Wells Fargo Asset Management

There's a lot of people in the investment community that don't think that will go through, and there's a lot of things in Trump's proposals that should not come through because they're potentially damaging. The thing to come through should be the tax cuts, but we don't need tariffs. It's a good thing. People are talking about how it's building confidence. … Until that mindset changes, good news is good news. Higher interest rates and inflation right now are good news to

Diane Swonk

With the exception of the wage data in January, the data is there [for a hike]. The question is what are the perimeters on the uncertainty? You have a lot of things that could roil financial markets in a major way and a lot of uncertainty. The data is saying we should [hike rates], but there's an argument for a potential

Jim Paulsen - Wells Fargo Asset Management

The data flow this week was almost phenomenally good, almost every day. The reports are unstoppable. I think there's still more upside room before we stop for any kind of significant pullback. We're long in the tooth in this earnings season. I think it's pretty well defined. There could be some interest in the big box stores as to what they're saying about the year. How do they feel this is shaping up? How do they see the trends? Is this consumer confidence translating into sales?feedback

Peter Boockvar - The Lindsey Group

It'll be all about Washington and this tax reform, and that's what's been driving things for awhile. They have to come up with a plan B or this market is going to

Steve Chiavarone - Federated Investors

Does sentiment continue to work higher and eventually pull up actual results or can sentiment only take you so far until you have some follow-through in the real data? Those are the things that will be on our

Cathy Leonhardt

The debt markets don't like the retail sector, with the exception of home improvement, home furnishings. There are some sectors that they'll underwrite. But they've been very conservative and very selective in retail. It's really sectors that have low margin[s] that are going to be negatively and disproportionately impacted. So ... that's mass market retailers like Wal-Mart, it's chain retailers, it's grocery store retailers and it's footwear and

Jim Cramer

You could argue that all of these companies were overvalued on past earnings and they turned out to be even more overvalued on future earnings. The question to ask isn't how did this current group of behemoths get so expensive. It's how did they get so

Scott Price - Wal-Mart Stores

One thing that maybe we would criticise ourselves for is that we didn't start the repositioning of the business sooner, that we didn't focus more on the leverage opportunities so that Asda was able to invest more aggressively in price. What Sean is able to do with his global experience at Wal-Mart is to know what levers to pull. He's able to pull private (Wal-Mart) brands and put an Asda brand on it that is equal to the national brand in the UK in terms of quality and sensory, but at a price that no one else can

Scott Price - Wal-Mart Stores

We are making very solid progress, (but) there's no timeline (for recovery).feedback

Bill Miller - Legg Mason

Their addressable market in AWS alone is in the trillions of dollars. U.S. retail alone is $5 trillion. Amazon would rather ship through FedEx or the post office, but they don't have the capacity, especially in the fourth quarter, to handle that surge. Wal-Mart is a good competitor. They're not going

Mark Lore - Wal-Mart Stores

In this day and age, two-day shipping is really just table stakes. We don't think it's necessary to charge a membership [fee] for it. There won't be too many products that you'll want that won't be available [for] two-day shipping. It's not going to affect our pricing at all. In fact, we're going to look to get more aggressive on the price

Mark Lore - Wal-Mart Stores

In today's world of e-commerce, two-day free shipping is table stakes. It no longer makes sense to charge for it. I've been here for four months and I couldn't be more excited about how fast we are moving. It feels like a

Mark Lore - Wal-Mart Stores

Two-day, free shipping is table stakes. We've upped the ante. On a very fundamental level, we don't have to charge for membership. We can save customers both time and

Carl Richards - The New York Times

It's tempting to tell ourselves this little story about being frugal as we buy garbage from Wal-mart instead of the quality stuff that we want. Stuff that lasts. Stuff that we can own for a long time. Here is the issue: when we settle for stuff that we don't really want, and instead buy stuff that will be fine for a while, it often costs more in the long

Todd Vasos - Dollar General

In 2017, we plan to accelerate our square footage to about 7.5 percent. Our 2017 pipeline is essentially complete as we continue to plan for about 1,000 new store

Aneel Bhusri - Workday

I'd say there were a handful of large multinationals, a couple in the financial services space that are trying to figure out what Brexit means and now what our presidential election means to them. And they just said, hey, we're going to hold off on making a final

Randy Hargrove - Wal-Mart Stores

As we've previously shared, we are always looking for ways to operate more efficiently and effectively. While we continually look at our corporate structure, we have not made any announcements. Like any organization, we make decisions based upon what's best for our business and the customers we

Rick Fradette

Wal-Mart's posture has been that it will fight this to the end. We'll see what the New Hampshire Supreme Court has to

Jim Cramer

Macy's is the third-largest online seller in its categories after Amazon and Wal-Mart, but that doesn't pay the

Jim Cramer

But nothing for real, because we still haven't heard from a lot of the companies – We don't know what IBM is doing. We don't know how Wal-Mart is doing. Remember, in five weeks, we will

Jim Cramer

I think people say that it's overdone. Remember, there's always the wise guys who say, Now it's on the front page, so I've got to sell it.' I think it brings out some

Leon Nicholas - Kantar Retail

So many people who shop at Wal-Mart are already Amazon Prime members. They waited too

Charlie O'Shea

We believe Amazon, Wal-Mart, Target and Best Buy are well-positioned as we head into the final leg of the holiday season. We stress that holiday is a marathon, not a sprint, so there are a lot of miles left to

Doug McMillion - Wal-Mart

For example, fostering a shared consciousness and empowering execution delivers

Doug McMillion - Wal-Mart

We are making progress in designing a 'system' for our associates that results in opportunities for them and an even better work